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.

Charles Howell is a CFP® with 21 years of industry experience, currently serving at IP Financial Advisory Services LLC. His background includes roles at Innovation Partners LLC and Bankers Life entities. He also serves as a trustee for the City of Hollywood General Employee Pension Fund and owns businesses in traffic education and accounting services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning. The firm offers a range of advisory and consulting services including actuarial analysis and managed account programs with discretionary authority to implement and rebalance investment strategies.

Donald Wilcox is a financial advisor at ON Investment Management Company with 56 years of industry experience. He holds a Series 63 designation and has worked at The O.N. Equity Sales Co since 2002 and Paul Revere Insurance Company since 1974. Additionally, he is involved in a non-investment-related business selling life and disability insurance. ON Investment Management Company is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary management and access to multiple third-party investment programs.

Jacob Guevara Sr. is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at The Pacific Financial Group, Inc. and Independent Financial Partners. In addition to his financial advisory role, he has served as a Deputy Sheriff with the Broward County Sheriff's Office since 1995 and is president of Gold Star Financial Planning, Inc., a non-investment-related company. Bison Wealth serves individuals, high net worth clients, family offices, and various organizations by providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach utilizes outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies and offers specialized services including a Turnkey Asset Management Platform for other advisers.

Christopher Rios is a CFP® professional affiliated with IFG Advisory, LLC and has 10 years of industry experience. He has worked with IFG Advisory and LPL Financial since 2018 and was previously with Eaton Vance Management and Eaton Vance Distributors, Inc. from 2016 to 2018. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and third-party managers, offering both discretionary and non-discretionary portfolio management along with specialized planning services such as real estate analysis and retirement plan consulting.

Maigualida Lanzetta Gomez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 18 years of industry experience. She has worked at Bolton Securities and Bolton Global Capital since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is tailored by independent adviser representatives and typically emphasizes long-term strategies using mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.

Christopher Budny is a CFP® professional with nine years of industry experience, currently affiliated with Brighton Jones LLC in Fort Lauderdale, FL. His prior experience includes roles at Beacon Pointe Advisors, Wescott Financial Advisory Group, and The Vanguard Group. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple operating brands. The firm offers a whole-balance-sheet approach, discretionary portfolio management, and access to private and public investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

Steven Archer is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Source, LLC since 2025, as well as Strategic Senior Benefits Group and Sound Income Strategies since 2017. Archer also served at Advisors' Academy from 2013 to 2018. Outside of his advisory role, he is involved in leadership and growth activities at Strategic Senior Benefits Group and Retirement Income Source, focusing on sales, marketing, recruiting, and coaching. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, corporations, and other investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing sub-advisory relationships and institutional trading arrangements.

Felix Bosque is an investment advisor representative with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a joint owner of three rental properties in Florida. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, while also facilitating access to third-party managers and wrap-fee platforms.

Barbara Sacharow is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LWM Advisory Services, LLC and LPL Financial. Her other business activities include involvement with Legacy Wealth Management and The Wolf Cry, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a blend of strategic and tactical portfolio management.

Trace Shapiro is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions alongside AI-assisted analytics.

Leonardo Tedeschi is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 25 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021, and previously spent seven years at Wells Fargo Advisors and five years at Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of ATA Advisors, LLC, a private business entity unrelated to investments. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus, while also supporting tactical trading and rebalancing.