Christina Lewis is a financial advisor at Kovack Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2012. Outside of her advisory role, she is the sole member of Diamond Financial Planning & Insurance, LLC. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure using mutual funds, ETFs, and other vehicles, and offers discretionary and non-discretionary management along with financial planning and third-party manager recommendations.

John Malzone is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Main Street Financial Solutions, LLC and its predecessor entities since 1992. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, wealth management, and retirement plan consulting with an investment approach that combines academic-based, multi-asset class strategies using mutual funds, ETFs, and individualized securities, alongside institutional and advisor-facing services such as ERISA consulting and Independent Manager oversight.

Jeffrey Rockefeller is a CFP® professional with 24 years of experience in the financial industry, currently serving at Kovack Advisors, Inc. since 2011. He also maintains a podiatric medical practice as a physician-owner, a role he has held for over 40 years, and is involved in community governance as president of a condominium board. Rockefeller dedicates part of his time to educational seminars through Rockefeller & Associates, LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and incorporates third-party asset managers and model portfolios in its investment approach.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving at Fortis Capital Advisors, LLC. He has held prior roles at Castle Wealth Management, Sky Alpha Asset Advisors, Northwestern Mutual, and T3 Trading Group. Outside of advisory work, he is involved in life insurance sales, earning residual commissions, and occasionally facilitates real estate transactions for family members. Fortis Capital Advisors provides portfolio management, financial planning, and retirement consulting services to a diverse client base including individuals, families, businesses, and institutional clients. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages $1.615 billion in discretionary assets as of December 2025.

Brent Turner is a CFP® with 12 years of industry experience, currently serving at Kovack Advisors, Inc. since 2014. He is also the owner of JCSB Wealth Management LLC and performs as a tenor with opera companies and symphonies across the United States. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.

Vincent Maiorano is a financial advisor at B. Riley Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors since 2016, including time at B. Riley Wealth Management and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Kaycia Rossi is a Series 65-licensed financial advisor with Team Hewins, LLC, bringing several years of industry experience that includes roles at Thornburg Investment Management, Cambridge Associates, and Akin Gump Strauss Hauer & Feld. She has been with Team Hewins since 2021. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a notable mix of discretionary and non-discretionary assets.

Jay Gershman is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Redhawk, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. He also serves as President Elect of a fraternal cemetery association. Redhawk Wealth Advisors provides wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

John Lauroesch is a CFA® charterholder with 13 years of industry experience and has been with Belpointe Asset Management LLC since 2015. He holds Series 63 and Series 65 licenses and serves on the Board of Trustees for the Adirondack Health Foundation. Belpointe Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance. The firm also supports proprietary funds and offers a variety of affiliated business services alongside its advisory practice.

Theodore Kowalchuk Jr. is a CFP® professional with 32 years of industry experience. He has been with ValMark Advisers, Inc. since 2003 and also serves as owner and president of 401(k) Plan Services, Inc., where he provides consulting and third-party administrator services. Additionally, he owns IRA Plan Services, Inc., offering technical IRA services. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and fee-based planning and consulting services.

Lori Fernicola is a CFP® with 10 years of industry experience, currently serving at Fortis Capital Advisors, LLC. She previously worked at Castle Wealth Management and Banyan Global Investment Advisors, LLC. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies, including passive, active, tactical, blended, and ESG-oriented options, with discretionary management tailored to advisor-specific styles and model portfolios.

Ben Dembin is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Before joining A.G.P. in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage and investment banking capabilities. The firm uses an open-architecture investment approach with a focus on international investing and manages both discretionary and non-discretionary strategies through in-house teams and third-party managers.

Haitham Ashoo is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pillar Wealth Management, LLC for 16 years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Anthony Romaniello is a financial advisor at Kovack Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Kovack Advisors, he worked at Bank of New York and Clifton Larson Allen among other roles. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning with an emphasis on diversified asset-class exposure primarily through mutual funds and ETFs.

Robert Raab is a Series 63 licensed financial advisor with 44 years of industry experience. He has been with Newbridge Securities Corporation since 2006 and is currently affiliated with NFSG Corporation in Boca Raton, FL. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often incorporating third-party asset managers.

Bradley Teets is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He has been with Kovack Advisors, Inc. since 2007 and has operated a CPA practice since 1992. Outside of his advisory role, he serves as president of a local car club and is a non-compensated volunteer member of the City of Punta Gorda General Employees' Pension Board. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, and provides services such as discretionary asset management, third-party manager recommendations, and financial planning via an account aggregation platform.

Lisa Armbrust is a Series 66-licensed financial advisor with 16 years of industry experience. She currently works at Nfsg Corporation and Newbridge Securities Corporation, joining both firms in 2025. Her prior experience includes roles at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Armbrust also serves as co-chair of the advisory committee for the Friends of Center of Women, Gender and Sexuality Studies at Florida Atlantic University, where she helps raise funds for scholarships and community awareness. Nfsg Corporation is an SEC-registered investment adviser providing discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers in its approach.

Adam Winter is a Series 66-licensed advisor at Kovack Advisors, Inc. based in Ft. Lauderdale, FL. He has one year of industry experience and previously worked at TriNet and Winter Technology Services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and state and municipal government clients, employing both internally created and third-party investment models.

Theodore Taddei Jr. is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 63 designation and has 31 years of industry experience. His prior roles include positions at American Portfolios, Physician's Wealth Care LLC, and Guardian Life Insurance Co. of America. He also maintains insurance sales activities to assist clients with their insurance needs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of portfolio options including mutual funds, ETFs, equities, and alternative products.

Jay Kramer is a financial advisor with Madison Avenue Securities, LLC in Delray Beach, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at JS Financial and Madison Avenue Securities since 2018 and spent a year at Woodstock Financial Group prior to that. Outside of his advisory role, Kramer is a licensed notary public and holds positions related to insurance sales through affiliated entities. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms, serving clients with both discretionary and non-discretionary management approaches.