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 with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kingsview since 2011, including roles at Kingsview Asset Management since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

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.

Scott Anselmo is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Valic Financial Advisors, Merrill, and Agia. He is also a senior financial advisor at Path Financial Partners, where he provides wealth management and insurance planning services. Signature Equity Partners offers investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to deliver tailored portfolio management and consulting services.

Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, and Equitable Advisors. Outside of financial advising, he is involved in insurance sales, dental equipment regional sales, marketing services for dental offices, and residential real estate as a licensed realtor. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and complements its advisory services with technology and operational support for other advisers.

Jay Malik is a financial advisor with Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the owner of Doctors Finance LLC, an accounting and consulting firm, and president of Jay Malik Tax Corp, which provides income tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary retirement plan services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory, emphasizing fee transparency and cost minimization.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Slavic Mutual Funds Management Corp. and Xynergy Capital Group. Outside of his advisory role, he serves as a 401(k) administrator and retirement plan consultant for Slavic Integrated Administration, where he provides consulting and education to worksite employees. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-custodial platform and a variety of investment strategies, offering both discretionary and non-discretionary portfolio management along with financial and retirement planning services.

Marco Bohorquez is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked with LWM Advisory Services, LLC and LPL Financial LLC. Bohorquez serves on the Law Enforcement Advisory Board for the City of Sunrise and is currently running for a City of Sunrise commissioner seat. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing a range of investment management and planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates third-party managers and advanced tools to guide portfolio construction, serving both individual and institutional clients.

Thomas Scanlan is a financial advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Investacorp Advisory Services. Outside of advisory work, he is also an insurance agent involved in selling fixed insurance products. 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 both discretionary and non-discretionary portfolio management across multiple custodians, employing a variety of investment strategies and providing financial planning and retirement services.

Adam Gonzalez is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked previously at National Securities Corp and Arete Wealth Management, LLC, and has experience in graphic design and videography outside of his advisory roles. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary, rule-based model allocations, and it incorporates third-party sub-advisers and ongoing account monitoring.

Mikael Rodriguez is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and Creative Financial Network. Outside of his advisory role, he is an associate advisor at Platinum Peak Advisors, assisting senior advisors and servicing client accounts. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers.

Maxwell Demeritte Jr. is a financial advisor at Good Life Advisors, LLC with 13 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm and LPL Financial in 2022. His credentials include Series 63 and Series 65 licenses. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and utilizes multiple methods of analysis to tailor advice and manage portfolios, offering a range of programmatic solutions alongside educational seminars and ongoing planning services.

Matthew Hartge is a financial advisor with Sound Income Strategies, LLC holding a Series 65 designation. He has one year of industry experience, including positions at Arbor Financial Services and other companies across various sectors. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and allocates assets to third-party managers when appropriate.

William Howard is a CFP® professional with 24 years of industry experience, currently advising at Virtue Capital Management, LLC since 2019. His prior roles include positions at Cetera Advisor Networks and Mass Mutual Investors Services, among others. Outside of financial advisory, he owns Bill Howard Photography, which sells travel photography via a website, and serves as treasurer for Sister Cities, a nonprofit promoting cultural exchange in Fort Lauderdale. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning through a multi-team model, utilizing tactical, strategic, and dynamic investment approaches with ongoing monitoring and client education.

Esteven Ladron De Guevara is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at The Pacific Financial Group, Royal Phillips, and Myloyn. In addition to his advisory role, he is an independent licensed insurance agent in Florida, primarily focusing on term life insurance. Bison Wealth serves a diverse client base, including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, with an investment approach centered on outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Norvin Ulloa Gonzalez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Ulloa & Company, LLC, a Florida entity for securities and investment advisory business, and is co-owner and manager of Stiwar Investments, S.R.L., an entity based in the Dominican Republic. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients with customized wealth management, offering portfolio management through a network of independent advisor representatives. The firm employs a variety of investment vehicles and strategies, blending long-term approaches with options for shorter-term trades and model portfolios.

Oscar Moraga is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, offering discretionary portfolio management and modular financial planning based on client-specific guidelines and a proprietary valuation analysis.

Claudia Rubenstein is a financial advisor at Modern Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LWM Advisory Services, LLC, LPL Financial, John Hancock, and John Hancock Distributors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Ryan Whiteman is a financial advisor at Provenance Wealth Advisors with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including JPMorgan Securities LLC and Raymond James Financial Services. Outside of advising, he is involved with Tupeloaks Farm LLC, an entity created for tax reporting purposes related to his advisory work. Provenance Wealth Advisors offers portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $3.63 billion in assets and employs a multi-custodial platform utilizing various investment approaches and instruments.

David Scupholm is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Fratarcangeli Wealth Management, Evershore Financial Group, and The Investment Consulting Group. 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, consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.