Dan Roehm Jr. is a CFP® professional with 11 years of industry experience, currently serving at Csenge Advisory Group, LLC. His prior roles include positions at Lion Street Financial and Benchmark Financial Wealth Advisors LLC. Outside of advisory work, he hosts an online event called BIG Breakfast featuring authors and consults on business development via LinkedIn. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate entities. The firm employs a combined fundamental and technical investment approach, emphasizing relative strength and a structured market and risk analysis, offering customized portfolio management through discretionary or model-based strategies.

Aditya Saraogi is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Alliance Global Partners since 2022, following a seven-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, he consults for IFB Agro Industries Limited in India. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside its advisory services.

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 with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2008. Fiorello also operates a financial advisory DBA, Weston Financial Advisors. 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 focuses on diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and held-away retirement account management.

Brandi Lobato is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at EverSource Wealth Advisors, LLC and has prior experience at Fortune 360 Group LLC, Securities America, Inc, Bank of America, and Merrill Lynch. Outside her advisory role, she is a licensed real estate agent in Florida and an independent business broker with VR Business Brokers. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, and institutional relationships. The firm offers wealth management, financial planning, and consulting services, along with turnkey asset management programs and private market investment options.

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 at Kovack Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Advisor Group, LLC and LPL Financial. Aronov is also the managing partner of Greener Path Retirement Planning and serves as vice president of a local business networking organization. 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 through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account management services.

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 Manalapan, Florida, holding Series 63 and Series 65 licenses 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 president of a real estate business, HAP Realty LLC, which is separate from his investment activities. 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 focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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.

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.

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.

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.

Donna Santangelo is a financial advisor with Provenance Wealth Advisors, holding a Series 66 designation and over 41 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been associated with Provenance Wealth Advisors since 2017. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $4.44 billion in assets as of December 31, 2025. The firm offers tailored portfolio management and financial planning using a multi-custodial platform and a range of investment strategies including discretionary and non-discretionary mandates.

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.

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.