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.

Barry Young is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gradient Advisors since 2017. Young also has been involved with Whitestone Wealth Management, LLC since 2012 and owns Barry Young Enterprises Inc., an insurance sales business operating since 1988. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and incorporates fundamental, technical, and cyclical analysis.

Rana Chander is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining Sound Income Strategies, he worked at Investacorp Inc. for 16 years and Securities America Advisors for two years. Outside of his advisory role, Chander is the managing partner of a residential and commercial real estate management company. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and plan services. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis, and also provides insurance planning and educational workshops through affiliated entities.

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.

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.

Jason Teich is a financial advisor at SEIA with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEIA and its affiliated firms in 2025, he spent nine years at Sanford C. Bernstein. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a disciplined investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.

Joshua Greenberg is a Series 65 licensed advisor with 15 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and has prior experience with Motiv8 Investments LLC and Fusion Investment Advisors, LLC. He also operates Greenburg Tax & Insurance. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internally developed asset allocation models with fundamental and technical analysis, implementing strategies consistent with client objectives.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential with experience beginning in 2024. His prior work includes roles at Makoto, Katsuya, Novikov Miami, Palmar, and One Door East. Bison Wealth serves a diverse range of clients including individuals, high net worth clients, family offices, and charitable organizations, providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach involves outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Michael Quinlan is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at AlphaStar since 2023. Quinlan also has experience with Barefoot Financial PLLC and Financial Independence Group, where he has been involved since 2014. In addition to his advisory roles, he is engaged in insurance services through Financial Independence Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using model portfolios and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Matthew Storm is a financial advisor at CV Advisors LLC with four years of industry experience. He has been with the firm since 2009. Outside of his advisory role, he is a managing member and writer for The Last Roman LLC. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm combines a top-down asset-allocation framework with bottoms-up security and manager selection, using ETFs and third-party managers when appropriate.

Gregg Guinta is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Global Financial Private Capital, LLC and the State of Florida Securities Division. Outside of advising, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investment options including alternative investments and performance-based fee arrangements for qualified clients.

Richard Comer is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sound Income Strategies, Comer worked in various roles including at Active Link and Pratt Contracting. He also operates as an independent insurance agent focusing on fixed insurance sales. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.