Philip Herzberg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC since 2021. He previously worked at The Lubitz Financial Group from 2015 to 2021. Herzberg holds leadership roles in several nonprofit and professional organizations, including trustee of the Jewish Community Foundation and chair of the Jewish Federation Broward County Advisory Philanthropy initiative. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory, with a focus on retirement plan services and a notable mix of discretionary and non-discretionary assets under management.

Samuel Stone is a Series 65-licensed financial advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management in 2025, he worked at Northwestern Mutual and has experience in educational roles at the University of Miami, Roxbury Latin School, and Central Middle School. Mission Wealth Management is a multi-team registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent and high-net-worth individuals and families as well as institutional clients. The firm employs customized, long-term investment strategies across various asset classes and offers services through tiered models that include financial planning, investment implementation, and consulting.

Andrei Santos is an investment advisor representative with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives and typically employs a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities.

Lee Hediger is a financial advisor with Provenance Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a co-founder of Provenance and has worked at the firm since 2003, also maintaining leadership roles in related entities including Lee F. Hediger, PA Inc. Outside of his advisory work, he is involved in The Veterans Trust, a nonprofit organization established to assist veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets for a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management across multiple custodians, utilizing equities, ETFs, mutual funds, and occasionally alternative investments, complemented by financial planning and retirement plan services.

Michael Mahoney is a financial advisor at Snowden Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Snowden Lane Partners. Outside of his advisory role, he is a licensed real estate agent involved in referring clients. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while offering programs for externally custodied and retirement plan assets.

Mariela May is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at CitiGroup Global Markets Inc for 12 years. Outside of her advisory work, she is also a part-owner of a real estate property in Aventura, Florida. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to monitor performance.

Alexander Schmedt is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Inc. and Joseph Gunnar & Co., LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using various portfolio options and combines advisory, brokerage, and custody activities within a large multi-team environment.

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing investment approaches that range from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Joseph Valdes Jr. is a financial advisor at Capital Analysts with 28 years of industry experience. He previously worked at Valic Financial Advisors for 24 years and has held positions at Agia and Lincoln Investment. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Joel Palatnik is a financial advisor at Modern Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LWM Advisory Services, LPL Financial, and Raymond James Financial. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a combination of model portfolios and third-party managers.

Alejandro Feldman is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years prior to his current roles at Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Feldman is also a licensed real estate agent, though his real estate activity is currently inactive. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process based on client-specific risk guidelines and proprietary valuation analysis.

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 financial advisor with AssuredPartners Investment Advisors in Plantation, FL. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles 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 approach, offering both discretionary and non-discretionary portfolio management along with fiduciary and participant education services.

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 and financial advisor at Cyndeo Wealth Partners with six years of industry experience. His career includes roles at Daybright Financial, JP Morgan Securities LLC, and JPMorgan Chase Bank, NA. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners, offering portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm utilizes customized portfolios with its own models or third-party managers and operates a private pooled investment vehicle available to accredited investors.