Kovack Advisors, inc.

Michael Fontenot is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he serves on the LSUE Community College Foundation Board and the John Paul the Great Academy board, and works as a basketball referee. 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’s investment approach emphasizes diversified asset-class exposure through mutual funds and ETFs, supplemented by third-party asset manager recommendations and continuous portfolio supervision.

Frank Brill is a financial advisor with Kovack Advisors, Inc. in Danbury, CT, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for eight years before joining Kovack Advisors and Kovack Securities in 2021. Outside of his advisory role, he serves as a fiduciary for family trusts and estates. 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, ETFs, and other vehicles, while offering both discretionary and non-discretionary management along with third-party asset manager recommendations and financial planning services.

Daniel Morris Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Kovack Securities, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of advisory work, he serves as a pastor at Cross Creek Baptist Church in Nashville, GA. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm focuses on diversified asset-class exposure through mutual funds, ETFs, and other securities, offering discretionary and non-discretionary management alongside third-party manager recommendations and financial planning services.

Raymond Arias is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, Arias is involved in educational presentations on financial, technological, and healthcare topics, and he also officiates marriage ceremonies. 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. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Kyle Schwan is a financial advisor with Kovack Advisors, Inc. based in Aberdeen, South Dakota, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked with Schwan Financial Group and Kovack Securities since 2016 and was previously employed at Game Ready, Inc. from 2014 to 2016. Outside of his advisory work, Schwan serves as a member of the Presentation College Foundation, contributing to academic affairs. 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 offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, employing a diversified investment approach primarily through mutual funds and ETFs.

Christopher Thomson is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Spire Investment Partners, Ladenburg Thalmann & Co. Inc., Securities America, and Investacorp. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and third-party asset manager recommendations.

Ryan Patnoe is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Schwan Financial Advisors, LLC since 2020, as well as with Kovack Advisors Inc and Schwan Financial in prior roles. Outside of his advisory work, he has experience managing operations at Pine Hills Golf Course. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension plans, and banking institutions. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Bree Simmons is a financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Inc. Simmons also operates Simmons Financial, a financial services business. 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. The firm offers asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure through mutual funds, ETFs, and other investment vehicles.

John Freund is a financial advisor with Kovack Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes roles at Moors & Cabot Inc and Kovack Securities, Inc. He also operates a separate advisory business, Naples Financial Solutions. 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, offers discretionary and non-discretionary asset management, and provides financial planning alongside third-party manager recommendations.

Keith Fosler is a financial advisor with Kovack Advisors, Inc. in Portland, ME, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2014. Fosler also serves as president of Waypoint Financial, a financial services and investment management business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions across the U.S. The firm emphasizes diversified asset-class exposure using mutual funds, ETFs, and other vehicles, while offering discretionary and non-discretionary management, third-party manager recommendations, and financial planning services.

Pak Tung Le is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Ic Advisory Services Inc and The Investment Center Inc. Le also operates a financial planning and advisory business under the name FINANCIALWIZDOM. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm’s investment approach focuses on diversified asset-class exposure through mutual funds and ETFs, supplemented by individual equities, fixed income, derivatives, and alternative vehicles as suitable.

David Waltz is a CFP® with 40 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc., where he has worked since 2019, and has prior experience dating back to 1982 with D.A. Waltz and Associates and insurance brokerage. Outside of his advisory work, he serves as co-trustee of his father's trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Darwin Dees is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cape Securities, Inc., GWN Securities, Inc., and Retirement Consultants Network. Outside of his advisory role, he operates two businesses in Tifton, GA focused on wealth management and fixed annuities. 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, offers discretionary and non-discretionary asset management, and monitors third-party asset managers and model portfolios.

Gregory Heinrich is a financial advisor with Kovack Advisors, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2010. 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 offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Todd Cooke is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Kovack Advisors since 2021 and Kovack Securities since 2004, following a 29-year tenure at Albemarle Corporation. Cooke is also president of Cornerstone Investment Services, LLC, an investment-related business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions, through a nationwide network. The firm’s investment approach emphasizes diversified asset-class exposure using mutual funds, ETFs, and other vehicles, alongside recommending third-party managers and providing financial planning and account aggregation services.