Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Paul Squarcia Jr. is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He holds the Series 66 designation and previously worked at One Charles Private Wealth Services and Purshe Kaplan Sterling Investments. Outside of advising, Squarcia is involved in managing a professional sport fishing team through Rhode Island Breakers AC LLC. Coastal Bridge Advisors provides financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis techniques.

Jorge Aguerrevere Sanchez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and bringing 33 years of industry experience. His prior roles include positions at Bolton Global Asset Management, Bolton Global Capital, Wells Fargo Clearing, and Merrill. He is co-owner of ATA Advisors, LLC, a non-investment business entity operating in Florida. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through independent adviser representatives using mutual funds, ETFs, equities, and fixed income, and employs both discretionary and non-discretionary portfolio management approaches.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Eric Brown is a financial advisor with Foundations Investment Advisors LLC, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Vintage Wealth Capital, LSF Capital LLC, Ameriprise, and Madison Avenue Securities, among others. He is also involved in insurance sales and financial planning through LS Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a blend of fundamental, technical, and cyclical analysis and leverages model portfolios and third-party sub-advisers to tailor investment strategies.

Ian Evans is a financial advisor at CV Advisors LLC with two years of industry experience. He previously worked at Seaview Investment Managers for three years and has a background that includes roles at Università Bocconi and St. Thomas Aquinas High School. He holds the Series 63 and Series 65 licenses. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, and institutions with a $50 million investable-assets threshold. The firm employs a blended investment approach combining top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.

Dwayne Samboy is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arete Wealth Management LLC since 2022 following a 12-year tenure at National Securities Corp. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and other entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing both advisor-driven and proprietary rule-based model allocations while acting as an ERISA fiduciary when applicable.

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.

John Bussel is a financial advisor with Team Hewins, LLC in Miami, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He worked at Hewins Financial Advisors, LLC from 2005 to 2018 before joining Team Hewins. Outside of his advisory role, he serves as a director of the Shepard Broad Foundation, a private family foundation, and oversees investments for a family partnership through Broad-Bussel Enterprises, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm employs an Investment Committee to develop model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services including ERISA 3(38) and 3(21) fiduciary roles.

Yolanda Flores is a financial advisor with MissionSquare Retirement in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels to more than 40,000 participants within MissionSquare-administered accounts.

Kathleen Marteney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with firms including Raymond James Financial Services and ValMark Advisers. Outside of advisory work, she receives referral fees for business referred to a CPA firm. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets with a team of 18 professionals. The firm offers discretionary and non-discretionary portfolio management across multiple custodians and employs a variety of investment strategies alongside financial and retirement planning services.

Valere Mukubu is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining TD Private Client Wealth in 2021, Mukubu worked at Amazon in 2020 and has been with TD Bank N.A. since 2017. Outside of advising, Mukubu is listed as the proprietor of VamXpress LLC, a non-investment-related business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and relies primarily on percentage-of-AUM wrap fees.

Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Emfo LLC. Brown is based in Weston, Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings, continuously monitoring portfolios with various risk management tools.

Johan Rubio is a financial advisor with TIAA-CREF in Pembroke Pines, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, serving a range of clients with model and customized portfolio options.

Ehab Abdalla is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding CFP®, Series 63, and Series 65 designations and bringing 16 years of industry experience. He has worked at several firms including Provenance Wealth Advisors and Raymond James Financial Services, and currently serves as an instructor for a Retirement Planning course at Florida Atlantic University. He also operates under the DBA The Bridge Group, Inc. to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of assets on a non-discretionary basis, with a notable focus on relationships with institutional sponsors.

Emil Manzano is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup and Amerant Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Joseph Maglio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Churchill Management Group, TD Ameritrade, Fisher Investments, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Brin is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Bb&T Bank, and Bbtis. He is a board member of Debbie's Dream Foundation, a nonprofit focused on funding research for curing stomach cancer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research tools.

Joel Goren is a CFP® professional with 10 years of industry experience, currently serving at Truist Advisory Services in Fort Lauderdale, FL. His career includes roles at Truist Investment Services and BB&T, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.