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Ryan W
Series 63, Series 65
Ft Lauderdale, FL
Exodus Wealth, LLC
Ryan Wolverton is a financial advisor at Exodus Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services. Outside of finance, Wolverton has served with the Pompano Beach Fire Department for ten years and Boynton Beach Ocean Rescue for fourteen years. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a combination of fundamental, technical, and cyclical analysis across various investment strategies.
Marco B
Series 63, Series 66
Plantation, FL
Modern Wealth Management, LLC
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.
Kimberly M
ChFC®, Series 63
Fort Lauderdale, FL
Exodus Wealth, LLC
Kimberly Mcmillion is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., and McNally Financial Services Corporation. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with tailored portfolio strategies using a variety of investment types and analytical approaches.
Michael G
CFP®, Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, inc.
Michael Gracy Jr. is a CFP® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He holds the Series 63 and Series 65 licenses and is based in Gainesville, Florida. Outside of his advisory role, he is involved with the Rotary District 6970 as chair of the Investments Subcommittee, serves on the Eighth Circuit Grievance Committee, and sits on the board of the Matheson History Museum. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs and also offers third-party asset manager recommendations, financial planning, and account aggregation services.
Darrin H
CFP®, Series 63
Ft. Lauderdale, FL
Kovack Advisors, inc.
Darrin Halsey is a CFP® professional with 27 years of industry experience, currently serving at Kovack Advisors, Inc. since 2009. He holds the Series 63 designation and is based in Ft. Lauderdale, FL. Outside of his advisory role, he is involved with the Rotary Club of Arcadia Foundation and the Rotary Club of Arcadia as a director, and volunteers as a swimming official for USA Swimming and the Florida High School Athletic Association. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning along with third-party asset manager recommendations.
Thomas S
Series 63, Series 66
Fort Lauderdale, FL
Provenance Wealth advisors
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 G
Series 63, Series 66
Sunrise, FL
Arete Wealth Advisors, LLC
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.
Mikael R
Series 63, Series 66
Fort Lauderdale, FL
ValMark Advisers, Inc.
Mikael Rodriguez is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and Creative Financial Network. Outside of his advisory role, he is an associate advisor at Platinum Peak Advisors, assisting senior advisors and servicing client accounts. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers.
Maxwell D
Series 63, Series 65
Coral Springs, FL
Good Life Advisors, LLC
Maxwell Demeritte Jr. is a financial advisor at Good Life Advisors, LLC with 13 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm and LPL Financial in 2022. His credentials include Series 63 and Series 65 licenses. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and utilizes multiple methods of analysis to tailor advice and manage portfolios, offering a range of programmatic solutions alongside educational seminars and ongoing planning services.
William H
CFP®, Series 63
Ft. Lauderdale, FL
Virtue Capital Management, LLC
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.
Christopher F
Series 65
Ft. Lauderdale, FL
Exodus Wealth, LLC
Christopher Ferrer is a financial advisor at Exodus Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at firms including Prosperity Wealth Management, Fortune Financial Services, Kestra Advisory Services LLC, Financial Planning Services, Inc., and Integrated Financial Strategies, LLC. Before entering financial advising, Ferrer spent 16 years with the City of Pompano Beach Fire Rescue. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio management built from a variety of investment instruments and employs fundamental, technical, and cyclical analysis across multiple strategies, with regular portfolio reviews and due diligence on third-party managers.
Sandra M
Series 63, Series 66
Ft. Lauderdale, FL
Kovack Advisors, inc.
Sandra Mckoy is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2019, following prior roles at CITIGROUP and SunTrust Advisory Services. Outside of her advisory work, she is also involved in providing fixed life insurance and serves as a notary. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.
Esteven L
Series 65
Sunrise, FL
Bison Wealth, LLC
Esteven Ladron De Guevara is a financial advisor at Bison Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including The Pacific Financial Group, Inc. and Royal Phillips. He is also an independent licensed insurance agent in Florida, primarily focusing on term life insurance. Bison Wealth serves a wide range of clients including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions, utilizing a turnkey asset management platform that also serves other financial advisers.
Michael N
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, inc.
Michael Newton is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with RK Advisors, Inc. since 2006 and Kovack Securities, Inc. since 2001. Outside of his advisory work, Newton owns and oversees Surfskate Industries, LLC, a skateboard manufacturing and retail business, and serves as a board member and investor in industrial manufacturing companies. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning, and monitors third-party asset managers to align portfolios with client objectives.
Norvin U
Series 66
Plantation, FL
Bolton Securities Corporation
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.
Claudia R
Series 63, Series 65
Plantation, FL
Modern Wealth Management, LLC
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 W
Series 66
Fort Lauderdale, FL
Provenance Wealth advisors
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 S
Series 66
Fort Lauderdale, FL
Thurston Springer Advisors
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.
Andre W
Series 63, Series 66
Ft. Lauderdale, FL
Kovack Advisors, inc.
Andre Wyss is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Julius Baer. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using a risk-tolerance based investment approach with both internal and third-party models.
Rodger K
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, inc.
Rodger Kamuf Jr. is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2001. Outside of his advisory role, he serves as Executive Vice President at Acrisure LLC, focusing on fixed insurance and employee benefits, and is involved in marketing and technology for a health coaching business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party asset manager recommendations, and provides ongoing portfolio supervision and rebalancing.
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