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.

Gregory Whelan is a financial advisor with Kovack Advisors, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. Prior to joining Kovack Advisors, he worked at Bank of America and Merrill for 12 years and Morgan Stanley for 2 years. Outside of his advisory role, he owns a real estate business, Pirata Holdings 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 individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a model-based and advisor-managed investment approach supported by Envestnet technology.

Teresa Herrera is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Investacorp, Inc. and Securities America Advisors, Inc. Additionally, she was involved with Herrera NG Delivery Corp for 12 years. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process using Envestnet-supported workflows and a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Dan Roehm Jr. is a CFP® professional with 11 years of experience in financial advisory services, currently serving at Csenge Advisory Group, LLC. His prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, and Benchmark Financial Wealth Advisors LLC. Outside of advisory work, he hosts an online event called BIG Breakfast featuring author speakers and consults on business development using LinkedIn. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a market-focused investment process with discretionary and model-based portfolio management, serving through a network of independent advisors without account minimums.

Aditya Saraogi is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Alliance Global Partners. Outside of his advisory role, he serves as a consultant for IFB Agro Industries Limited in India. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and access to sub-advisory strategies.

Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Richard Delio is a financial advisor at Zacks Investment Management, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at LBMZ Securities, Inc. and Zacks Investment Management since 2012. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a broad range of investment strategies and vehicles, serving both direct clients and third-party advisers through index licensing and model portfolios.

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.

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.