Joel Palatnik is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and over 24 years of industry experience. He has worked at LWM Advisory Services, LLC and LPL Financial prior to joining Modern Wealth Management. Palatnik also provides investment advisory services through Legacy Retirement Plan Advisors, an independent registered investment advisor. Modern Wealth Management is a multi-team SEC-registered firm managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a blend of model portfolios, third-party managers, and strategic allocation methods to serve its diverse client base.

Alejandro Feldman is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years prior to his current roles at Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Feldman is also a licensed real estate agent, though his real estate activity is currently inactive. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process based on client-specific risk guidelines and proprietary valuation analysis.

Augusto De Luna is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Provenance Wealth Advisors since 2021 and previously held positions at JP Morgan Securities LLC and JP Morgan Chase Bank. In addition to his advisory role, he is involved with Flat Six LLC, a support company related to his work at Provenance Wealth Advisors. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across multiple custodians, employing a variety of investment strategies including equities, ETFs, mutual funds, and option strategies, alongside comprehensive financial and retirement planning services.

Jessica Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at firms including JPMorgan Securities LLC and PNC Investments LLC. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs, primarily on a non-discretionary basis. The firm’s investment approach combines strategic and tactical asset allocation guided by BBVA S.A.’s Global Wealth Investment Committee and third-party models, with clients retaining final decision authority over trades.

Gabriel Mueller is a financial advisor at Vontobel Swiss Financial Advisers with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Bank Vontobel, and Notenstein LaRoche Private Bank LLC. Vontobel Swiss Financial Advisers provides wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, offering discretionary and non-discretionary portfolio management alongside custody and trade execution services. The firm manages multi-asset and single-asset strategies using documented investor profiles and risk controls, with approximately USD 16.2 billion in assets under management as of December 31, 2025.

Ceciel Edgar is a Series 65-licensed financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, bringing two years of industry experience. Prior to joining BBVA Global Wealth Advisors, she worked at BBVA Mexico for nine years in various roles. She is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs with a primarily non-discretionary asset management approach. The firm’s investment process incorporates client risk profiles and combines strategic and tactical asset allocation using resources from BBVA S.A. and selected third-party model providers.

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.

Amber Kelly is a CFP®, ChFC®, and Series 65-registered financial advisor with 12 years of industry experience. She currently works at Impact Partnership Wealth, LLC and has held roles at Madison Avenue Securities, LLC and multiple affiliated firms in the Global Wealth Management network. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions and discretionary asset management through a network of nearly 90 advisors. The firm employs various investment strategies and operates within a broad affiliated-entity ecosystem that supports its trading, compliance, and back-office functions.

Alfredo Atencio is a financial advisor with Foundations Investment Advisors LLC in Doral, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience and has held roles at several firms, including Vero Wealth Solutions and Desert Rose Capital Management. Outside of advising, he is involved with insurance activities through ownership and agency roles at Florida Financial and Insurance Agency Inc. and Bright Financial Insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Gustavo Alfonso is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm uses a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Gavin Banta II is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Fratarcangeli Wealth Management and has spent five years at Florida State University and five years at Pine Crest School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Eric Zeitlin is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 63 credential and over 33 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been involved with Provenance Wealth Advisors and its affiliated entities since 2000. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individual, institutional, and charitable clients. The firm provides portfolio management, financial planning, retirement services, and consulting, utilizing a multi-custodial platform and a variety of investment strategies including equities, mutual funds, and alternative investments.

Rodrigo Morales Aramburu is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. His prior roles include positions at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach that combines strategic and tactical asset allocation, leveraging both BBVA’s internal research and selected third-party models.

Jeff Sondhelm is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 credential and 20 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, he is also involved in insurance sales as an agent on a part-time basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with strategies implemented on both discretionary and non-discretionary bases.

Aron Marcinkoski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at NewBridge Securities Corporation and Meyers Associates LP. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized portfolios with discretionary management options and provides specialized services such as actuarial analysis, benefits consulting, and investment banking support.

Jesse Pantano is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at Mission Wealth Management, LP and has held positions at firms including Citizens Securities, Clarfield Financial Advisors, Mercer Global Advisors, BlackRock, and TD Ameritrade. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, long-term investment strategies using a range of asset types including ETFs, mutual funds, individual securities, and alternative investments.

Victor Pina Pinero is a Series 65-licensed financial advisor at BBVA Global Wealth Advisors, Inc. based in Miami, FL, with two years of industry experience. He has worked at BBVA Global Wealth Advisors since 2023 and previously held roles at BBVA USA Rep Office and BBVA Mexico. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach that combines strategic and tactical asset allocation, with an international focus and a reliance on BBVA S.A.’s global investment resources.

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Davied Miller is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Fidelity Investments and David Lerner Associates. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and a mix of third-party managers, employing various investment approaches including modern portfolio theory and quantitative analysis.

Maria Mantilla Gomez is a Series 65-licensed financial advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL. She has two years of industry experience, having previously worked at BBVA Asset Management, Credicorp Capital, and BBVA Valores. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm’s investment process aligns client risk profiles with investment guides supported by global research, emphasizing a predominantly non-discretionary asset management approach with an international focus.