Saverio Fiorello is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding the ChFC® designation with 24 years of industry experience. He has worked with Kovack Advisors since 2008, following a prior four-year tenure at Securities America Advisors, Inc. He also operates Weston Financial Advisors, a registered DBA. 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and access to sub-advisory programs.

Brandi Lobato is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Her prior experience includes roles at Fortune 360 Group LLC, Securities America, Inc., Bank of America, and Merrill Lynch. Outside of financial advising, she is a business broker for VR Business Brokers and a licensed real estate agent in Florida. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach.

Robert Harrigan is a CFA® charterholder with 22 years of experience in the financial services industry. He currently serves as an advisor at Perigon Wealth Management, LLC and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent involved in insurance sales and implementation. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Moshe Aronov is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Chase Investment Services Corp. He is also the managing partner of Greener Path Retirement Planning and serves as vice president of the local Business Network International 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 individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to independent advisor programs through an Envestnet-supported workflow that utilizes both internal models and third-party managers.

Matthew Jory is a CFP® and ChFC® with six years of experience in financial advisory. He is currently with Sound Income Strategies, LLC and also holds roles at McAdams Group, LLC and Fidelity Investments. Outside of his advisory work, he is involved in property management through Jamsey Living, LLC. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and training.

Howard Parker is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 24 years before joining Kovack Securities, Inc. in 2018. Outside of his advisory role, Parker is involved in a real estate business through his position as president of a realty LLC. 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, employing a risk-tolerance based investment process with both internally developed models and third-party managers.

Christina Lewis is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2012, following two years at Kovack Securities. Lewis is also the sole member of Diamond Financial Planning & Insurance, LLC, a financial planning and insurance business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients. The firm uses an Envestnet-supported workflow and a combination of proprietary and third-party models to manage portfolios across multiple custodians and execution venues.

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®-certified financial advisor with 25 years of industry experience, currently practicing at Kovack Advisors, Inc. since 2011. Prior to this, he has been affiliated with Kovack Securities Inc. since 2004 and maintains a longstanding career in podiatry as a physician and owner since 1985. Outside of financial advising, he is involved in community leadership as president of the Sea Colony Condominium Board and delivers educational seminars through his firm Rockefeller & Associates, LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving approximately 260 advisors and managing over $6 billion in assets for individuals, pension plans, charitable organizations, and government clients. The firm employs an Envestnet-supported workflow and utilizes both internally developed models and third-party managers to oversee client portfolios across multiple custodians and execution venues.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. Prior to joining Fortis in 2026, he worked at Castle Wealth Management, Sky Alpha Asset Advisors, and Northwestern Mutual in various capacities. Outside of his advisory role, he receives residual income commissions from life insurance sales and is also a real estate sales associate, primarily facilitating transactions for family members. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning services, employing a mix of passive, active, tactical, and ESG-aware investment strategies, along with access to third-party sub-advisors and specialty offerings.

Brent Turner is a CFP® professional with 12 years of experience in the financial advisory industry, currently affiliated with Kovack Advisors, Inc. 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 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, employing an Envestnet-supported workflow that integrates internally developed models and third-party managers to construct and manage client portfolios.

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® professional with 10 years of industry experience. She is currently an advisor at Fortis Capital Advisors, LLC and has previously worked at Castle Wealth Management and Banyan Global Investment Advisors. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement plan consulting, and educational workshops, employing a range of strategies including passive, active, tactical, and ESG-aware approaches.

Ben Dembin is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and managing both discretionary and non-discretionary accounts across a multi-team platform.

Anthony Romaniello is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with one year of industry experience. He holds a Series 66 designation and previously worked at the Bank of New York. 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, providing portfolio management, financial planning, and sub-advisory services through a combination of internally created models and third-party managers.

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.