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 with United Capital Financial Advisors in Fort Lauderdale, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. United Capital offers national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm supports a customized investment approach through a broad platform that includes United Capital-managed strategies, third-party managers, and separately managed accounts.

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 one year of industry experience. He holds the Series 63 and Series 65 licenses and has prior work experience with Fortune Financial Services, Yorktown Systems Group, Meo Wealth Management, and the U.S. Army. Before his professional career, he spent four years as a soccer referee in high school. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis in managing discretionary portfolios that include a variety of investments and conducts regular portfolio reviews and due diligence on recommended managers.

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 with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. She is an owner and president of a retirement benefits consulting business unrelated to investments. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment committee and a variety of portfolio management strategies.

Jason Teich is a financial advisor at SEIA with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanford C. Bernstein for nine years. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical and security-level decisions through a structured investment process, offering both discretionary and non-discretionary portfolio management along with 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.

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.

Andres Calvo Morrison is a financial advisor with CV Advisors LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Amerant Investments Inc. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, and other qualified entities, generally with a $50 million investable-assets threshold. The firm employs a combination of top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management along with proprietary technology tools.

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 previously at Intervest International Inc, RIA Strategies & Solutions Group, and the State of Florida Securities Division. Outside of his advisory role, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its investment approach and offers both traditional and alternative investment options.

Richard Comer is a financial advisor with Sound Income Strategies, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in portfolio analysis and fixed insurance sales. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, registered advisors, and retirement plans through asset management, financial planning, and sub-advisory services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Timothy Bober is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Advisors' Pride, Inc. and has been affiliated with LPL Financial since 2003. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets under management.

Terry Morris is a financial advisor at Kingsview Wealth Management, LLC in Plantation, FL, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kingsview since 2011. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through internal portfolio strategies, third-party managers, and access to alternative investments, providing services on both discretionary and non-discretionary bases.

Richard Bates Jr. is a financial advisor at Sound Income Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Income Source of Fort Lauderdale and Integrity Investment & Tax Advisory, LLC. Outside of his advisory work, he participates in disc golf tournaments for a fee and coaches advisors and agents through Sound Income Group, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized portfolio construction, offering a range of services from discretionary asset management to sub-advisory relationships and insurance planning.

Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. His professional background includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, Equitable Advisors, and other firms. Outside of his advisory work, he is involved in several other business activities including serving as an independent insurance agent, working as a dental equipment sales manager, and acting as a realtor. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside discretionary advisory services and a technology-enabled platform for other advisers.

Jay Malik is a financial advisor with Wealth Management Nebraska LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 registrations and 16 years of industry experience. He has been with Wealth Management since 2011 and also owns Doctors Finance LLC, an accounting and consulting firm, and Jay Malik Tax Corp, which provides income tax preparation services. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other investment advisers. The firm uses broadly diversified, passively managed portfolios focused on no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Maria Kattan Chrin is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2006. Outside of her advisory role, Ms. Chrin serves as Vice Chair of Circle Financial Group, a membership organization for women investors. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence to guide strategic asset allocation and manager selection.