Jay Malik is a financial advisor with Wealth Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Wealth Management since 2011 and also owns Doctors Finance LLC, an accounting and consulting firm, as well as Jay Malik Tax Corp, where he provides income tax preparation services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

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.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Slavic Mutual Funds Management Corp. and Xynergy Capital Group. Outside of his advisory role, Hurley consults on 401(k) plan administration and education through Slavic Integrated Administration. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets, offering tailored portfolio management and financial planning with both discretionary and non-discretionary mandates.

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 with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and PWA Securities. Scanlan also operates as an insurance agent selling fixed insurance products. Provenance Wealth Advisors serves individuals, pension plans, trusts, and charitable organizations, managing over $4 billion in assets across discretionary and non-discretionary mandates. The firm offers tailored portfolio management and financial planning, utilizing a range of investment strategies and operating on a multi-custodial platform.

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.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors and Grove Wealth Management, Inc. Outside of his advisory work, he volunteers with the Greater Miami Chamber of Commerce. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

William Howard is a CFP® with 24 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2019. His prior roles include positions at Cetera Advisor Networks, Howard Financial Solutions, Benchmark of South Florida, Mass Mutual Investors Services, and Wealth Development Associates. Outside of financial advising, he owns Bill Howard Photography, a travel photography business, and serves as treasurer for Sister Cities, a nonprofit promoting cultural exchange in Fort Lauderdale. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

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 a Series 66 designation and has previously worked at JPMorgan Securities LLC and Raymond James Financial Services. Outside of advisory work, he is associated with Tupeloaks Farm LLC, which was created for tax reporting purposes related to his firm’s activities. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a multi-custodial platform and a variety of investment strategies.

David Scupholm is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fratarcangeli Wealth Management, Evershore Financial Group, and The Investment Consulting Group. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans. The firm offers financial planning, portfolio management, retirement-plan consulting, and sub-advisory services, employing a variety of investment strategies such as Tactical Momentum and Earnings Momentum, alongside fundamental and technical analysis.

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® professional with 35 years of industry experience, currently affiliated with IFG Advisory, LLC. She has worked with several financial firms, including LPL Financial and Financial Strategies Group, Inc. Outside of her advisory role, she is involved in providing non-variable insurance products through third-party marketing firms. IFG Advisory, LLC serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored investment advisory and financial planning services, utilizing a variety of analytical approaches and investment instruments, and incorporates services such as real estate-related planning and third-party model portfolios.