Charlie Meagher is a financial advisor at Kovack Advisors, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kovack Advisors and Kovack Securities since 2014, as well as First Financial since 2000. Outside of his advisory roles, he serves as a board member for Ducks Unlimited and its East Cobb chapter. 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 plans, charitable organizations, banks, and government entities, using a comprehensive investment approach supported by Envestnet and a combination of internally created and third-party managed portfolios.

Natascha Barone is a financial advisor with MissionSquare Retirement in Boca Raton, FL, holding Series 63 and Series 65 designations and 14 years of industry experience. She has worked at Icma Rc since 2017 and previously held roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary managed accounts and nondiscretionary fund advice. The firm uses investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Maria Maloney is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Prior to her financial career, she was involved with Canopy Road Cafe and Florida State University. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

Ethan Van Eck is a financial advisor with SVB Wealth, holding a Series 66 designation and 17 years of industry experience. His career includes roles at First Citizens Investor Services, Truist Investment Services, and BB&T among others. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a disciplined investment process supported by an Investment Committee and offers sub-advisory relationships and consolidated reporting within its structure as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Lindsay Torres is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. She has nine years of industry experience and has been with The Miller Financial Group since 2016, where she also serves as Chief Operating Officer of TMFG, LLC. Her role includes leadership and management of client service teams as well as client retention. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Charles Radlauer is a financial advisor with Sound Income Strategies, LLC, holding Series 65 and Series 63 credentials and possessing 23 years of industry experience. His prior roles include positions at Kovack Securities, Inc., Quest Capital Strategies, Inc., and Star Asset Management. Outside of advising, he serves as a trustee of a family trust. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, ERISA plan consulting, and ETF sub-advisory.

Kelly Miller is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has been with Kovack Advisors since 2015 and also owns Oak Tree Group, a financial planning firm she has operated since 1990. In addition to her advisory roles, she serves as treasurer of PEO-Chapter AQ, maintaining its books and records. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and municipal clients, providing portfolio management, financial planning, and sub-advisory services through a process supported by Envestnet and a combination of proprietary and third-party investment models.

Andrew Farago is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 credentials and having 20 years of industry experience. His prior work includes roles at National Securities Corp and Keller Williams. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering a variety of investment programs and managing approximately $4.21 billion in assets across about 173 advisors.

Richard Scheffer is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2013, following 17 years at Truist Investment Services. Scheffer also operates Richard H. Sheffer, LLC, a fixed insurance sales business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory programs using a risk-tolerance based investment process.

Mark Trawick is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. His prior work includes nearly a decade with GWN Securities and several roles at VOYA Financial Advisors and related entities. Outside of his advisory role, he is a drummer in a non-investment related business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental clients, employing a risk-based investment process with both internal and third-party models across multiple custodians and platforms.

Ana Diaz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior roles include positions at Royal Alliance Associates, Inc. and JHFN SII. She is a board member of the Junior League of Boca Raton Endowment and also works as a career guidance counselor for mid-career adults and college students. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via model asset allocations, discretionary and non-discretionary manager relationships, and wrap program solutions.

Bobby Sharp Jr. is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory role, he is involved in federal employee retirement training through the organization Fed Impact and owns an electrical contracting business. 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 plans, charitable organizations, banks, and government entities, utilizing both internally developed and third-party models to manage portfolios across multiple custodians.

Daniel Reich is a financial advisor at Fortis Capital Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include 14 years at Banyan Global Investment Advisors, LLC and operating Reich Investment Advisors LLC for five years. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other investment advisers. The firm offers customized portfolio management, financial planning, and access to specialized strategies, including passive, active, tactical, and ESG-aware approaches, with a range of affiliated services and disclosed revenue-sharing arrangements.

Joseph Bodvake is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to his role at AlphaStar, he was associated with WealthCare Financial and also worked at Sushi by Bou. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies including model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Timothy Ciraulo is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes positions at PMK Securities & Research and Investment Sciences, Inc. Hennion & Walsh Asset Management, Inc. offers discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Michelle Jessup Mckenzie is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Synovus Securities since 2019. Prior to that, she held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 1996 through 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.

Rachel Bonnet is a CFP® with one year of industry experience currently with Citizens Private Wealth in Boca Raton, FL. She has previous experience at Fifth Third Bank and BNY Mellon. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management strategies through a discretionary platform overseen by a Chief Investment Officer and provides additional services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Paul Dipietro is a CFP®-designated financial advisor with 25 years of industry experience. He has been with Pinnacle Investments, LLC since 2019 and previously worked at Dawson James Asset Management and Dawson James Securities Inc. from 2012 to 2019. Pinnacle Investments, LLC is a multi-team advisory firm with approximately 57 advisors managing over $1.2 billion. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, portfolio management, and advisory consultations using both fundamental and technical investment strategies.

David Falcone is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones and several mortgage-related firms. Outside of his advisory work, he volunteers as a youth football coach and participates in community service and fundraising activities with local organizations in Jacksonville, FL. Sound Income Strategies, LLC manages approximately $4 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of sub-advisory and insurance planning services.

Robert Toth is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios for 16 years. Outside of his role at Ausdal, he owns Seabreeze Wealth Management, LLC, through which he provides investment advising and sells insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining in-house and third-party investment options with brokerage and insurance services.