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.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Provenance Wealth Advisors since 2012 and previously held roles at Raymond James Financial Services Advisors and Osaic FA, Inc. Outside of his advisory work, Karl is involved in community organizations as a board member of the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs various investment strategies alongside financial planning and retirement-plan services.

Noel La Montagne is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been with Verdence since 2019. In addition to his advisory role, he is a certified NFL Players’ Association agent, managing client careers and negotiating player and marketing contracts through Compass Sports Advisors. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement investment strategies across various asset classes and offers specialized services for family offices and professional athletes.

Aaron Litman is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ally Financial Inc., Ameriprise, and TradeStation Securities, Inc., among others. He is based in Fort Lauderdale, FL. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through a model-driven program featuring Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, combining advisory, brokerage, and custody services.

Henry Silva is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and JP Morgan Chase Bank. Silva has been with Apollon since 2021. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and consulting, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor client solutions.

Ernesto Amengual is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 36 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2021, and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2016. Ernesto is also a co-owner of ATA Advisors, LLC, a business entity related to Bolton Securities that is not publicly advertised and operates outside of investment activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is tailored by independent adviser representatives and typically involves mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, alongside tactical trading and rebalancing.

David Grossman is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Raymond James & Associates. In addition to his advisory role, he is a licensed agent for fixed/traditional insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, investing across various asset classes and offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles for private funds and insurance clients.

Michael Marinelli is a financial advisor at Trajan Wealth, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Morgan Stanley, and Diamond Asset Management. Marinelli also operates as a licensed insurance agent and occasionally offers clients insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific financial situations and coordinating with tax, estate, and insurance professionals as part of comprehensive planning.

Joseph Valerio is a CFP® certificant with four years of industry experience. He currently works at Modera Wealth Management, LLC and has held positions at Northstar Financial Planners, Inc., Merriman Wealth Management, The Vanguard Group, Inc., and Fidelity Investments. Modera Wealth Management provides wealth management, retirement plan consulting, tax planning, trust services, and business coaching to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax capabilities.

Todd Moll is a CFP® professional with 35 years of experience in the financial industry. He is the CEO and owner of Todd A. Moll CFA PA and has been affiliated with Provenance Wealth Advisors since 2000. Moll’s background includes roles with Raymond James Financial Services and various business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, and other entities. The firm utilizes a multi-custodial platform and a blend of equities, fixed income, and alternative investments, offering both discretionary and non-discretionary portfolio management alongside financial and retirement planning services.

Vincent Lapietra is a financial advisor with Wealthcare Advisory Partners LLC in Weston, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously at LPL Financial and Independent Financial Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary technology and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

Sean Deviney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Provenance Wealth Advisors since 2005 and previously worked at Raymond James Financial Services. Deviney serves as treasurer and board member for Memorial Joe DiMaggio Children's Hospital. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs a range of investment strategies including equities, ETFs, mutual funds, and option strategies, alongside financial planning and retirement plan services.

John Longman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients seeking to grow and generate income from their savings. He focuses on understanding each client's individual goals and risk tolerance to help create balanced portfolios tailored for growth and income potential. Longman and Associates provide a range of investment planning services for individuals and businesses, including retirement planning, tax management, estate planning, education funding, risk management, investment strategies, and employee and executive benefits. John partners with tax and estate-planning specialists to deliver comprehensive financial guidance and help clients keep their portfolios aligned with their objectives through clear and frequent communication. John holds a Bachelor’s Degree in Finance from Florida International University and the Personal Investment Advisor (PIA) professional designation. He is involved in the Merrill Lynch Wealth Management organization and volunteers with JDRF in his community.

Sandra Rolon is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 credentials. She has 23 years of industry experience and also operates Sandra Rolon & Associates, CPA, PA, an accounting firm specializing in tax return preparation. In addition, she is active as a life and health insurance agent and serves as a board member of her office condominium association. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis.

Stephen Luscher is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Luscher has been a professor of communications at Florida International University since 1998. He is also a health insurance agent and involved in tax-sheltered annuity marketing and sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, consulting, and access to alternative private placements for accredited investors.

Gregory Abell II is a financial advisor at United Capital Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment strategies and operates FinLife Partners, a platform supporting other independent advisors with technology and practice management services.

Brendan Hayes is a financial advisor at Provenance Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm and its affiliated entities since 1997. Hayes also acts as an insurance agent, engaging in non-variable insurance sales. Provenance Wealth Advisors manages approximately $3.63 billion in assets for a diverse client base, offering portfolio management, financial planning, and retirement services through a multi-custodial platform with a combination of discretionary and non-discretionary management strategies.

John Meo III is a financial advisor at Exodus Wealth, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and previously served eight years in the U.S. Army. Prior to joining Exodus Wealth, he operated Meo Wealth Management, LLC for two years. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services, emphasizing tailored account supervision with portfolios constructed from a diverse range of investment vehicles and using multiple analytical approaches.

Scott Montgomery is a financial advisor at Provenance Wealth Advisors with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Raymond James Financial Services and Walnut Street Securities. Montgomery is also an insurance agent, selling various insurance products in addition to his financial advising activities. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides portfolio management, financial planning, and retirement services using a multi-custodial platform and a range of investment strategies, supported by 18 investment professionals.

Valeria Ortega is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. Outside of advising, she is the owner and president of a non-investment related business called Retirement Benefits Consulting. 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 provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment approach supported by model portfolios and third-party managers.