Augusto De Luna is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Provenance Wealth Advisors since 2021 and previously held positions at JP Morgan Securities LLC and JP Morgan Chase Bank. In addition to his advisory role, he is involved with Flat Six LLC, a support company related to his work at Provenance Wealth Advisors. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across multiple custodians, employing a variety of investment strategies including equities, ETFs, mutual funds, and option strategies, alongside comprehensive financial and retirement planning services.

Camila Cortes is a financial advisor at Bolton Securities Corporation with one year of industry experience. She holds a Series 66 designation and has worked with Bolton Global Asset Management and Bolton Global Capital since 2025. Her prior work includes roles in education and banking. Bolton Global Asset Management provides asset management and financial planning services to individuals, institutions, and charitable organizations, offering portfolios built primarily with mutual funds, ETFs, equities, and fixed-income securities through a network of independent advisers.

Gabriella Espaillat is a financial advisor at Bolton Securities Corporation with two years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent adviser representatives.

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.

Amber Kelly is a CFP®, ChFC®, and Series 65-registered financial advisor with 12 years of industry experience. She currently works at Impact Partnership Wealth, LLC and has held roles at Madison Avenue Securities, LLC and multiple affiliated firms in the Global Wealth Management network. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions and discretionary asset management through a network of nearly 90 advisors. The firm employs various investment strategies and operates within a broad affiliated-entity ecosystem that supports its trading, compliance, and back-office functions.

David Roach is a Series 65 credentialed financial advisor with five years of industry experience. He has worked at Gallagher Fiduciary Advisors, LLC and Fortune 360 Group LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management alongside educational services and third-party manager oversight.

Richard Giannotti II is a financial advisor with RFG Advisory, LLC, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC, and Global Wealth Management Investment Advisory, Inc. He is also a silent investor in a real estate consulting business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through both proprietary and third-party strategies.

Kenneth Deane is a financial advisor at Advisors Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Pacific Financial Group, Inc. and AC Funds, LLC, where he is a managing member and majority owner. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm offers custom private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Gavin Banta II is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Fratarcangeli Wealth Management and has spent five years at Florida State University and five years at Pine Crest School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Christopher Beller is a CFA® charterholder affiliated with Cyndeo Wealth Partners and has six years of industry experience. His prior roles include positions at Daybright Financial and JP Morgan Securities LLC. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners, offering portfolio management, financial planning, family office services, and business advisory solutions. The firm employs customized portfolio construction using in-house models and third-party managers, and it manages a private investment vehicle targeting income and diversification beyond traditional fixed income.

Eric Zeitlin is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 63 credential and over 33 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been involved with Provenance Wealth Advisors and its affiliated entities since 2000. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individual, institutional, and charitable clients. The firm provides portfolio management, financial planning, retirement services, and consulting, utilizing a multi-custodial platform and a variety of investment strategies including equities, mutual funds, and alternative investments.

Jeff Sondhelm is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 credential and 20 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, he is also involved in insurance sales as an agent on a part-time basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with strategies implemented on both discretionary and non-discretionary bases.

Jesse Pantano is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at Mission Wealth Management, LP and has held positions at firms including Citizens Securities, Clarfield Financial Advisors, Mercer Global Advisors, BlackRock, and TD Ameritrade. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, long-term investment strategies using a range of asset types including ETFs, mutual funds, individual securities, and alternative investments.

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Davied Miller is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Fidelity Investments and David Lerner Associates. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and a mix of third-party managers, employing various investment approaches including modern portfolio theory and quantitative analysis.

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Guilherme Guerra is a financial advisor at Bolton Securities Corporation holding a Series 66 license with no prior industry experience. His work history includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as teaching positions at the University of Miami, Florida International University, and local schools. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers portfolio management and financial planning through a network of independent advisers, employing a variety of investment strategies primarily focused on long-term investing with options for shorter-term trades.

Gregory Bayer is a CFP® with 40 years of experience in the financial services industry. He currently serves as a financial advisor at Arax Advisory Partners and has previously worked at Cetera and Cetera Advisors LLC. Outside of advising, he is an author of a published book titled "Mile & Honey" and is an owner and president of a holding company. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.