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.

Trevor Latulas is a financial advisor with B. Riley Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at National Securities Corporation for 10 years before joining B. Riley Wealth Advisors in 2020. Outside of his advisory role, he is the owner of LATULAS HOLDING CORP, which is involved in expense management and participation in surveys. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.21 billion in assets. The firm employs a variety of investment programs and platforms, such as Advisor-as-Portfolio-Manager and Envestnet-managed models, to tailor strategies for its clients.

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.

Armando Fernandez is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at American Portfolios Financial Services, Inc. and Osaic Advisory Services. Outside of his advisory role, he is involved with 1TPTR Inc., an educational community for traders that share ideas and research. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to client objectives and risk tolerance.

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.

Anthony Amaro is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Leumi Investment Services Inc 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, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with a client-specific, tactical investment approach.

Noah Alweiss is a financial advisor at Summit Financial, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Noah has been with Summit Financial since 2026. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a mix of discretionary and consultative investment management programs, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Michael Most is a financial advisor at Savvy with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2012 to 2023. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and technology platforms.

David Mandell is a financial advisor at Earned Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Earned Wealth Advisors and its predecessor entities since 2008. In addition to his advisory work, Mandell practices law in corporate formation and asset protection and is involved in public speaking, publications, and co-authoring books. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools, and offers integrated services including discretionary wealth management and retirement-plan advisory solutions.

Sonja Koppenwallner is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Modern Wealth Management, LLC and has prior experience at LWM Advisory Services, LLC and LPL Financial, LLC. She has participated as a volunteer in a coronavirus study conducted by Johnson & Johnson. Modern Wealth Management is a multi-team SEC-registered investment adviser managing over $10 billion in assets, serving individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services.

Kimberly Deprospero is a CFP® with 36 years of industry experience, currently affiliated with IFG Advisory, LLC. She has held roles at Financial Strategies Group, Inc., LPL Financial, LLC, and DMI over the course of her career. Her business activities include providing investment advisory services through IFG Advisory and involvement in non-variable insurance sales. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diversified investment approach using sub-advisors, third-party model portfolios, and various analytical methods, managing a wide range of asset types to align with clients’ financial objectives.

Benjamin Selinger is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, holding the Series 66 designation with four years of industry experience. His work history includes roles at Wells Fargo Advisors and Nordis Technologies, as well as periods dedicated to full-time education. He also worked at Camp Manitou for three years. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management services. The firm employs a range of investment analysis techniques and offers both discretionary management and tailored strategies, including tactical and earnings momentum models.

Douglas Branch is a financial advisor with Merit Financial Advisors in Oakland Park, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at LPL Financial Corporation and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios utilizing centrally managed models and a combination of fundamental, technical, and cyclical analysis.

William Dahm III is a CFP® professional with five years of industry experience, currently serving at Provenance Wealth Advisors. His prior roles include positions at PWA Securities LLC, Citizens Securities, Inc., and RBC Capital Markets. Provenance Wealth Advisors manages approximately $3.63 billion in assets, providing portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-custodial platform and a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Marlon Cruz is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm uses a client-driven investment process that combines individual stocks and bonds with mutual funds and ETFs, supported by an investment committee overseeing strategic and tactical allocations.

Oliver Grimard is a financial advisor at Clear Creek Financial Management, LLC, holding a Series 65 license with four years of industry experience. His prior work includes roles at Grow Holdings, LLC and Aqua Science. He is also involved in selling non-variable life insurance to clients. Clear Creek Financial Management serves individuals, high-net-worth clients, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers comprehensive financial planning and asset management with a focus on individualized account supervision, utilizing a range of investment strategies and algorithmic research through its Helios Quantitative Research division.