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Thomas B
CFP®, Series 63
Ft. Lauderdale, FL
Kovack Advisors, inc.
Thomas Blair is a Certified Financial Planner (CFP®) with 40 years of industry experience. He is currently with Kovack Advisors, Inc., where he has worked since 2021, following nearly three decades at Investacorp, Inc. Blair is also president and owner of The Blair Group, Inc., an investment-related business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and retirement account aggregation services.
Joshua G
Series 65
Fort Lauderdale, FL
Coppell Advisory Solutions LLC
Joshua Greenberg is a Series 65 licensed advisor with 15 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and has prior experience with Motiv8 Investments LLC and Fusion Investment Advisors, LLC. He also operates Greenburg Tax & Insurance. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internally developed asset allocation models with fundamental and technical analysis, implementing strategies consistent with client objectives.
Michael Q
Series 65, Series 63
Fort Lauderdale, FL
AlphaStar Capital Management
Michael Quinlan is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at AlphaStar since 2023. Quinlan also has experience with Barefoot Financial PLLC and Financial Independence Group, where he has been involved since 2014. In addition to his advisory roles, he is engaged in insurance services through Financial Independence Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using model portfolios and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.
Jasmine G
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Her prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory work, she serves as the President of the PTA at Carol City Middle School, providing counsel and information to parents and teachers. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and institutional clients, with a focus on portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.
Jose V
Series 63, Series 65
Davie, FL
Impact Partnership Wealth, LLC
Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.
Daniel A
Series 66
Ft. Lauderdale, FL
Kovack Advisors, inc.
Daniel Allen is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 27 years of experience in the industry. He previously worked at UBS Financial Services for 11 years before joining Kovack Advisors in 2026. He serves as a trustee for a family trust. Kovack Advisors is a multi-team registered investment adviser with roughly 260 advisors managing over $6 billion in client assets. The firm serves individuals, high-net-worth clients, institutions, and government entities, employing a risk-tolerance based investment process with both internally created models and third-party managers.
Thomas C
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, inc.
Thomas Collins is a financial advisor with Kovack Advisors, Inc. in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and 1 St Global entities. Outside of his advisory work, he owns TPC Financial, a financial planning and investment firm. 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’s investment approach centers on diversified asset-class exposure through mutual funds, ETFs, and other vehicles, combined with third-party manager recommendations and tailored financial planning services.
Timothy H
CFP®, Series 66
Ft. Lauderdale, FL
Kovack Advisors, inc.
Timothy Hummel is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2016. He is involved in teaching the CFP curriculum at a community college and manages a horse breeding and training business in addition to his advisory role. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities, employing a combination of internally created models and third-party managers to implement customized portfolios.
Michael E
Series 66
Fort Lauderdale, FL
Spire Wealth Management, LLC
Michael Erbaio is a financial advisor at Spire Wealth Management, LLC in Fort Lauderdale, FL, with 20 years of industry experience. He holds a Series 66 designation and has worked at Spire Investment Partners, LLC since 2018. His prior experience includes roles at Securities America Advisors, Securities America Inc., and Erbaio Capital Ventures Inc. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a broad mix of investment strategies and offers access to model portfolios, wrap programs, and proprietary risk overlays through its affiliate Corbett Road Capital Management.
Alicia A
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, inc.
Alicia Alvarez is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2014. Outside of her advisory role, she is the president and founder of Essential Financial and Insurance Services, where she focuses on educating and assisting state and federal employees with retirement planning. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach centered on diversified asset-class exposure through mutual funds and ETFs.
Michael N
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, inc.
Michael Neal is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2005. Outside of his advisory role, Neal manages M.A. Neal LLC and conducts fixed insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension plans, and banking institutions, through a nationwide network of representatives. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing supervisory reviews and portfolio rebalancing.
Philip P
CFP®, Series 66
Ft. Lauderdale, FL
Kovack Advisors, inc.
Philip Piedt is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Kovack Advisors in 2024, he spent several years with Benchmark Financial in various capacities and American Portfolios Financial Services Inc. Outside of his advisory work, Piedt serves as a Deacon and Finance Committee member at Coral Ridge Presbyterian Church and is a board trustee at Westminster Academy, where he oversees financials, endowments, and audits. Kovack Advisors 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 plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services supported by an Envestnet workflow and a range of investment models and third-party managers.
Matthew E
Series 65
Boca Raton, FL
Nfsg Corporation
Matthew Eglow is a financial advisor at NFSG Corporation with a Series 65 credential and one year of industry experience. His prior roles include positions at NewBridge Securities Corporation and Northwestern Mutual. He also worked at the University of Florida and North Broward Preparatory School before entering the financial industry. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary asset management, supported by internal portfolio management and third-party asset managers.
Kemal H
CFP®, Series 66
Coconut Creek, FL
Larson Financial Group, LLC
Kemal Hall is a CFP® professional with 12 years of industry experience, currently serving at Larson Financial Group, LLC. He has held roles at both Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2014. Outside of financial advising, he works as an independent contractor for Western Summit, LLC, a medical malpractice brokerage firm. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs utilizing strategic and tactical approaches, and it offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.
Rodney C
Series 63, Series 65
Boca Raton, FL
Siebert AdvisorNXT, LLC.
Rodney Carrasquillo is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to his current role, he worked at Muriel Siebert & Co. and Stockcross Financial Services. He is a dual employee, splitting his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT primarily serves individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm combines algorithm-driven portfolio construction with access to third-party managers and specialty strategies, managing accounts on both a discretionary and non-discretionary basis.
Guy A
Series 63
Boca Raton, FL
Nfsg Corporation
Guy Amico is a financial advisor at NFSG Corporation with 37 years of industry experience. He holds a Series 63 designation and has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is president and partner of Intelligent Holdings, Inc., a company involved in internet marketing and advertising. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytical approaches and strategies while frequently utilizing third-party asset managers.
Trenton P
Series 66
Ft. Lauderdale, FL
Kovack Advisors, inc.
Trenton Potter is a Series 66-licensed financial advisor with Kovack Advisors, Inc., based in Ft. Lauderdale, FL, and has 10 years of industry experience. He has been with Kovack Advisors since 2016. Outside of his advisory role, he is a managing partner of a medical managing services organization, TPLC Management 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 through mutual funds and ETFs, alongside third-party manager recommendations and ongoing portfolio supervision.
James D
PFS™, Series 63
Boca Raton, FL
Vanderbilt Advisory Services
James Deminno is a financial advisor at Vanderbilt Advisory Services with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Cetera, Avantax, and Vanderbilt entities. In addition to his advisory work, he is a shareholder of The Deminno CPA Firm, providing tax preparation, accounting, and consulting services to approximately 2,000 clients. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services with an investment process that blends fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms uncommon among its peers.
Wesley L
Series 63, Series 65
Boca Raton, FL
Nfsg Corporation
Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.
Amir L
Series 63, Series 65, Series 66
Boca Raton, FL
StoneX Advisors Inc.
Amir Lauber is a financial advisor with StoneX Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Triad Advisors, Investacorp, Massachusetts Mutual Life Insurance Company, and MetLife Securities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, supported by StoneX Group’s integrated clearing, custody, and lending capabilities.
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