Felix Bosque is an investment advisor representative at Bolton Securities Corporation with 25 years of industry experience. He has held positions at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously worked at Wells Fargo Clearing from 2016 to 2021. He holds Series 63 and Series 65 licenses. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed-income securities, combining internal management with third-party asset management programs.

Barbara Sacharow is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and 21 years of industry experience. Her prior work includes roles at LWM Advisory Services, LLC, LPL Financial, and Ameriprise. She has involvement with a business named The Wolf Cry, Inc., which is not held out to the public. 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 provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and various third-party management tools.

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.

Lizeth Kishel is a CFP® professional with four years of industry experience, currently serving at Modera Wealth Management, LLC since 2022. She previously worked at Homrich Berg Wealth Management, Ameris Bank, Wells Fargo Private Bank, and SunTrust Banks. Kishel serves as Public Relations Director on the board of the Financial Planning Association, managing social media and leading a volunteer team to promote the organization’s events. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy rooted in Modern Portfolio Theory and integrates traditional investment management with in-house accounting and tax services.

Leonardo Tedeschi is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 26 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021, following prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory role, he is a co-owner of ATA Advisors, LLC, a business entity associated with Bolton Securities, though it is not investment related. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party resources, emphasizing a long-term investment approach while accommodating a range of trading strategies.

Martha Swain is a CFP® professional with 25 years of experience in financial advising. She has worked at Provenance Wealth Advisors since 2010 and held positions at Raymond James Financial Services Advisors Inc. from 2013 to 2023. Provenance Wealth Advisors provides portfolio management, financial planning, retirement planning, and portfolio consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $3.63 billion in assets across nearly 2,864 client relationships and employs a range of investment strategies including equities, ETFs, mutual funds, and options on a multi-custodial platform.

Paul Yates is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch for 17 years. Outside of his advisory role, he devotes time monthly to two business ventures, including an indoor golfing facility using simulation technology. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Catherine Muturi is a financial advisor with Principal Advised Services in Weston, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Charles Schwab and Raymond James, among others. She provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party and proprietary models to deliver both non-discretionary recommendations and discretionary investment management, operating within the Principal Financial Group family.

Mayelin Alvarez is a Series 65-licensed advisor with Mariner Independent, based in Doral, FL, and has two years of industry experience. She has held roles at Kaufman Rossin Wealth, LLC and Mass Mutual, and currently offers investment services through Imperio Wealth Advisors and life insurance planning as an agent. 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 supports both model portfolios and advisor-level discretionary management, with integrated institutional and retirement plan resources.

Debra Schachter is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 43 years of industry experience. She has been with Mutual of Omaha since 1981 and is also an insurance agent specializing in life, health, disability, long-term care, Medicare supplements, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm operates within the broader Mutual of Omaha group and offers clients various discretionary and non-discretionary managed solutions.

Ivan Gutierrez Jr. is an investment adviser representative at Principal Advised Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles with Principal entities since 2024, including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to that, he was self-employed and held positions at TradeStation Securities, Primerica Advisors, and other firms. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. Its membership in the Principal Financial Group family enables access to proprietary mutual funds, bank products, and affiliated trading services.

Christopher Salerno is a financial advisor at Thurston Springer Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Advisors for seven years before joining Thurston Springer Financial. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services. The firm uses a combination of analytical methods and supports both buy-and-hold and active investment strategies.

Adriana Perez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 15 years of industry experience. Her work history includes roles at Bolton Global Asset Management, Bolton Global Capital, Wells Fargo Clearing, Merrill, and RBC Capital Markets. She is dually registered with Bolton Global Asset Management as an investment advisor. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers portfolio management through a combination of internal and third-party money managers, emphasizing a primarily long-term investment approach.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP in Aventura, FL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Singer Wealth and ToYourDoorMedical, as well as a four-year period at Indiana University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, personalized financial planning, and investment consulting. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, employing a mix of internal and third-party management and offering a broad range of investment options.

Dov Lasry is a CFP® credentialed financial advisor at J. Safra Asset Management Corporation with 12 years of industry experience. He has worked at J. Safra since 2017 and previously at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing both model-driven managed accounts and direct advisory services.

Rodrigo Posse is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at Asset Allocation Strategies, LLC. Outside of his advisory role, he has been involved in life and annuity insurance sales through his own business, ValuTeachers, since 2014. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, employing third-party money managers and combining fundamental analysis with tactical and strategic asset allocation.

Michael Kirshon is a financial advisor with ValMark Advisers, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2002 and has been operating his own advisory practice since 2000. Outside of advising, Kirshon maintains a law practice focused on trusts, estate planning, and probate, and he is co-managing member of Safety Shutdown, LLC, a company holding an intellectual property patent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs including the ACCESS wrap platform and Charles Schwab managed accounts.

Brian Cann is a CFA® charterholder with four years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at Heartwood Wealth Advisors and Wells Fargo Bank. Outside of his advisory role, he participates as a Nabor Helper with NaborForce. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of investment management and financial planning services, integrating traditional and alternative strategies while utilizing institutional custodians and advanced client portals.

Milton Ceotto is a CFA® charterholder and a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Bolton Securities Corporation and affiliated with Bolton Global Capital and Bolton Global Asset Management. Prior to this, he worked at Wells Fargo Clearing and Ameriprise Financial Services. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using portfolios composed of mutual funds, ETFs, individual equities, and fixed-income securities, offering both discretionary and non-discretionary management.

Berta Epelbaum is a financial advisor with Valley Wealth Managers, Inc. She holds the Series 66 designation and has 21 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked for Leumi Investment Services Inc. and Bank Leumi USA for 19 years. 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, using a combination of equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs when appropriate.