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.

Martha Swain is a CFP® with 25 years of industry experience, currently serving as an advisor at Provenance Wealth Advisors. She has worked at Raymond James Financial Services Advisors INC. and PWA Securities, LLC, and has been with Provenance Wealth Advisors since 2010. Swain also sells long-term care, fixed annuities, and disability insurance through various agencies. Provenance Wealth Advisors, LLC provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and comprehensive financial planning using a variety of investment strategies across multiple custodial platforms.

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.

Ronald Myers is a CFP® and PFS™ with 25 years of industry experience. He is currently with AssuredPartners Investment Advisors and has prior experience at firms including Private Client Services, Securities America Advisors, and Investacorp. Myers also owns Myers Tax Services LLC, where he provides tax planning and preparation services, and serves as a FINRA arbitrator. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm employs model and custom portfolios, monitors third-party managers, and offers fiduciary and educational services through a team of advisors across multiple offices.

Catherine Muturi is a financial advisor at Principal Advised Services with Series 63 and Series 65 designations and three years of industry experience. She has previously worked at Charles Schwab and Raymond James & Associates Inc. In addition to her advisory role, she provides one-on-one investment advice to retirement plan participants as a Retirement Consultant and is involved in sales of bank deposit products at Principal Bank. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, enabling access to affiliated products and integrated support across its multiple financial entities.

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 credentials and possessing 43 years of industry experience. She has been with Mutual of Omaha and its related entities since 1981. Schachter also operates an insurance and financial services business specializing in life, health, disability, long-term care, Medicare supplements, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of investment advisor representatives.

Ivan Gutierrez Jr. is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at TradeStation Securities, Primerica Advisors, and Equitable Advisors. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates as part of the Principal Financial Group family, which provides access to affiliated products and services.

Christopher Salerno is a financial advisor at Thurston Springer Advisors with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors from 2016 to 2023 before joining Thurston Springer Financial. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Maxwell Levy is a financial advisor at Thurston Springer Advisors based in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience, having previously worked at Fratarcangeli Wealth Management. Prior to entering the industry, he was a full-time student for thirteen years. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts on a discretionary basis.

Adriana Perez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 15 years of industry experience. She has worked at Bolton Global Asset Management since 2022 and Bolton Global Capital since 2021, with prior roles at Wells Fargo Clearing and Merrill. 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 a range of investment vehicles, with a focus on long-term orientation and tactical flexibility.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 credential and has worked previously at Singer Wealth and ToYourDoorMedical. Mission Wealth Management, LP is a multi-team advisory firm serving high-net-worth individuals, families, and institutional clients including non-profits and pension plans. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model tailored to client complexity and asset size.

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

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.

Milton Ceotto is a CFA® charterholder with seven years of industry experience, currently affiliated with Bolton Securities Corporation in Weston, FL. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021 and has prior experience with Wells Fargo Clearing and Ameriprise Financial Services. Milton is also a co-owner of family-related real estate holding companies 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 or trusts. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios to client goals using a range of securities and investment vehicles.

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.

William McKenna is a financial advisor with Provenance Wealth Advisors holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including roles at Raymond James Financial Services and multiple family trust and estate positions. He is also involved in coaching and consulting within the financial services industry. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning using a variety of investment strategies and custodial platforms.

Kyle Kelly is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Madison Avenue Securities, LLC, Global Wealth Management Investment Advisory, Inc., and TradeStation Securities, Inc. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm utilizes a range of investment strategies through firm-managed, third-party, and advisor-managed models, supported by an affiliated network of broker-dealers, insurance marketing organizations, and other related entities.

Kevin Kelly is a financial advisor with Advisors Capital Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Verition Fund Management for three years before joining Advisors Capital Management in 2018. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to both individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, utilizing a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.