Brendan Hayes is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Provenance Wealth Advisors since 1997, including roles with its affiliated entities and Raymond James Financial Services Advisors Inc. Outside of advisory work, he also acts as a licensed insurance agent. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers portfolio management and financial planning services using both discretionary and non-discretionary approaches across multiple custodians and employs a range of investment strategies including equities, ETFs, mutual funds, and options.

Scott Montgomery is a financial advisor at Provenance Wealth Advisors with 39 years of industry experience. He holds the ChFC® designation and has worked at Provenance Wealth Advisors since 2013, including time with affiliated entities such as PWA Securities, LLC. In addition to his advisory role, Montgomery is an insurance agent selling various insurance products. Provenance Wealth Advisors manages approximately $3.63 billion in assets across nearly 2,864 client relationships, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management on a multi-custodial platform and provides comprehensive financial planning, retirement-plan services, and participant education workshops.

Valeria Ortega is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. Outside of advising, she is the owner and president of a non-investment related business called Retirement Benefits Consulting. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment approach supported by model portfolios and third-party managers.

Jason Teich is a financial advisor at SEIA with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEIA and its affiliated firms in 2025, he spent nine years at Sanford C. Bernstein. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a disciplined investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary management alongside comprehensive 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 in Pembroke Pines, FL. He holds a Series 65 designation and has experience working at several firms, including Makoto and Katsuya, before joining Bison Wealth where he has been since 2024. Bison Wealth serves a broad client base including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm is notable for its turnkey asset management platform for other advisers and its use of alternative investments and option-based overlay 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.

Michael Erbaio is a financial advisor at Spire Wealth Management, LLC in Fort Lauderdale, FL, with 20 years of industry experience. He holds a Series 66 designation and has worked at Spire Investment Partners, LLC since 2018. His prior experience includes roles at Securities America Advisors, Securities America Inc., and Erbaio Capital Ventures Inc. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a broad mix of investment strategies and offers access to model portfolios, wrap programs, and proprietary risk overlays through its affiliate Corbett Road Capital Management.

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.

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 at various firms including Global Financial Private Capital, LLC and the State of Florida Securities Division. Outside of advising, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investment options including alternative investments and performance-based fee arrangements for qualified clients.

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.

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 prior work includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, Equitable Advisors, and other firms. Outside of advising, he is involved in independent insurance sales, dental marketing services, residential real estate, and serves as a regional sales manager for dental equipment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside advisory and operational services for other advisers.

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 in Fort Lauderdale, FL, holding a Series 65 credential with two years of industry experience. He previously worked at Xynergy Capital Group for six years and currently provides 401k consulting and education through Slavic Integrated Administration. Kevin’s work includes establishing new 401k plans and educating worksite employees on retirement options. Provenance Wealth Advisors manages approximately $3.63 billion in assets across about 2,864 client relationships and offers portfolio management, financial planning, and retirement services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-custodial approach and utilizes various investment strategies including equities, ETFs, mutual funds, and option strategies, alongside participant education and retirement plan monitoring.

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 with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has worked with Provenance Wealth Advisors since 2015 and has experience at Raymond James Financial Services Advisors and PWA Securities. Scanlan is also an agent for Fixed Insurance, a role he has held since 2018. Provenance Wealth Advisors manages approximately $3.63 billion in assets for a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple custodians, employing a variety of investment strategies and providing comprehensive 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.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked at Navy Federal Investment Services since 2024 and previously held roles at Equitable Advisors, Grove Wealth Management, Inc., and Winestico Consultants, LLC. Outside of his advisory work, Sthory is a volunteer member of the Greater Miami Chamber of Commerce. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.