Michael Mader is a financial advisor with United Capital Financial Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at United Capital since 2018, with prior roles at Cetera Advisor Networks and Cambridge Investment Research. Outside of his advisory work, Mader manages a real estate organization and holds ownership interests in residential properties. 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 supports customized investment solutions and operates a platform that assists independent advisors with technology and practice management.

Stephen De Marco is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LBMZ Securities, Inc., Advyzon, and Molo Solutions. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, and fixed-income approaches. The firm combines proprietary quantitative models with qualitative portfolio management and distributes strategies through multiple platforms, including wrap-fee and unified managed accounts.

Olesia Rasiuk is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Morgan Stanley, AllianceBernstein, and Autonomous Research US LP. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and a structured due-diligence process in its investment approach.

Dan Roehm Jr. is a CFP® professional with 11 years of industry experience, currently serving at Csenge Advisory Group, LLC. His prior roles include positions at Lion Street Financial and Benchmark Financial Wealth Advisors LLC. Outside of advisory work, he hosts an online event called BIG Breakfast featuring authors and consults on business development via LinkedIn. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate entities. The firm employs a combined fundamental and technical investment approach, emphasizing relative strength and a structured market and risk analysis, offering customized portfolio management through discretionary or model-based strategies.

Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. 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 high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.

Richard Delio is a financial advisor at Zacks Investment Management, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at LBMZ Securities, Inc. and Zacks Investment Management since 2012. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a broad range of investment strategies and vehicles, serving both direct clients and third-party advisers through index licensing and model portfolios.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

Donna Santangelo is a financial advisor at Provenance Wealth Advisors with 41 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement planning, and consulting services, employing a range of investment strategies across multiple custodians.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.

Gary Gonzalez is a Series 65 licensed financial advisor at Modera Wealth Management, LLC with 18 years of industry experience. He previously worked at Northstar Financial Planners, Inc. for 19 years before joining Modera in 2026. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines traditional investment management with in-house accounting and tax services, supporting a diversified asset allocation approach grounded in Modern Portfolio Theory.

Marcela Hallman is a financial advisor at Jefferies Investment Advisers LLC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bradesco Global Advisor, Bradesco Investments, and BAC Florida Investments. Outside of her advisory role, she is a fitness consultant entrepreneur. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that includes goal setting, analysis, and ongoing review.

Tony Dubose is a financial advisor with Modern Wealth Management, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His career includes long-term roles at Legacy Wealth Management Inc and LPL Financial, along with advisory services through LWM Advisory Services, LLC. Outside of financial advising, he is a contract commercial pilot. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a centralized Investment Committee and a mix of model portfolios and third-party managers to guide investment decisions.

Victoria Ricker is a CFP® with 39 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC. She previously worked at Janney Montgomery Scott, LLC for eight years and held positions at Morgan Stanley and Morgan Stanley Private Bank between 2011 and 2017. In addition to her advisory role, Ricker serves as a FINRA arbitrator. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a variety of analytical methods and access to alternative investments, and is notable for its role as a private fund adviser and its integration of fee-based insurance products within its wealth management services.

Shane Phillips is a financial advisor with Provenance Wealth Advisors based in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 14 years of industry experience. His prior work includes positions at Merrill and Robert Baird & Co., and he has been with Provenance Wealth Advisors and its affiliated entities since 2015. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and retirement services using a multi-custodial platform and a variety of investment approaches, supported by 18 investment professionals.

David Miller is a financial advisor with First Heartland Consultants, Inc. in Hollywood, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at OSAIC, Securities America, and Investacorp. He is also involved with Six One Wealth Management LLC as an agent marketing fixed insurance products to existing clients. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, using a combination of discretionary portfolio management, model-based programs, and both fundamental and technical analysis. The firm operates with a vertically integrated structure that includes brokerage and insurance businesses, serving clients through independent investment adviser representatives.

Mariana Lora is a financial advisor at CV Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Global Kandor Advisors, PURE Group of Insurance Companies, Massachusetts General Hospital, American Eagle Outfitters, and Suffolk University. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm employs a combination of top-down asset allocation and bottoms-up security and manager selection, utilizing ETFs and third-party managers when appropriate.

John Chrin is a CFP® with eight years of industry experience, currently serving as an advisor at Circle Wealth Management, LLC since 2012. He holds Series 63 registration and participates in multiple advisory roles, including with Century Equity Partners and AIRE Labs Limited, where he provides insights on the U.S. financial landscape. Additionally, he is a partner at Circle VenCap, LLC, involved in investment valuations and K-1 preparation. Circle Wealth Management, LLC offers customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence, managing over $12 billion in assets while focusing on clients with approximately $50 million in investable assets.

Jared Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and MetLife Securities. He serves as the treasurer and executive board member of the Broward Sheriff's Advisory Council, where he assists with budgeting and grant approvals. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and emphasizes asset allocation and diversification using both discretionary and non-discretionary management approaches.