The Kovack Story

Building Relationships, Empowering Financial Professionals

Founded in 1997, Kovack Financial Network has grown into a leading independent RIA and broker-dealer. We are committed to providing you with the tools, resources, and support you need to succeed in a rapidly evolving financial landscape. As a boutique, mid-sized, family-owned firm, we offer a unique blend of personalized service and national reach.

Our Mission

We empower independent financial advisors to thrive through personalized support, proactive guidance, and a foundation for sustainable growth. As a family-owned Broker-Dealer and RIA, we build lasting partnerships grounded in our four core principles: Relationship-Centered Partnership, Proactive Risk Management, Growth Through Protection, and Service Excellence—ensuring integrity and advisor success go hand in hand. 

– Dr. Ronald J. Kovack

Our Core Values

Through these four values, we create an environment where ethical practice and business success go hand in hand. We’ve created a community of advisors who share our dedication to doing what’s right for their clients and maintaining the highest standards of professional conduct.

1

Relationship-Centered Partnership

We foster deep, enduring relationships with our advisors, understanding that true partnership means being present in both challenges and triumphs. Our family-oriented culture ensures every advisor receives personalized attention and support, making them feel like valued members of our extended family rather than just business associates.

2

Proactive Risk Management

We safeguard our advisors’ practices through vigilant oversight and preventive guidance. By identifying potential challenges before they materialize, we help our advisors navigate regulatory complexities and market uncertainties with confidence. Our risk management approach combines sophisticated analysis with practical, actionable solutions.

3

Growth Through Protection

Sustainable growth flows naturally from doing things the right way. Helping our advisors avoid common pitfalls and maintain compliance creates a stable foundation for their success. Our approach emphasizes quality over quantity, ensuring growth never comes at the expense of integrity.

4

Service Excellence

We embrace a culture of servant leadership, where every interaction is guided by a genuine desire to help. From senior management to support staff, we maintain the highest standards of respect and professionalism in all relationships. This commitment extends beyond our advisors to their clients, employees, and business partners.

Meet the Kovack Team

We’re proud to introduce you to our executive team.

Brian J. Kovack, Esq.

CEO and President

Carlo Bidone

Executive VP and Director of Branch Development

Isabelle Shick

Executive VP and Chief Financial Officer

Melinda Wolfe

Executive VP and Chief Compliance Officer

Harold Soria

Senior VP, Advisor Relations

Winnaa Wright

Senior VP, Operations

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