Travis Aldridge is a CFA® charterholder with 16 years of industry experience. He is currently with New Edge Wealth, where he has worked since 2021, and also with NewEdge Securities, Inc. since 2022. His prior experience includes roles at Boston Private Wealth LLC, Lincoln Financial Advisors, and Genesis Investment Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients such as family offices and foundations. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Jorge Rivas Padilla is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding the CFA® designation and Series 63 license with six years of industry experience. His prior roles include positions at PNC Investments and various BBVA entities in the U.S. and 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’s investment approach combines strategic and tactical asset allocation guided by BBVA S.A.’s Global Wealth Investment Committee, with a focus on non-discretionary accounts where clients retain final trade approval.

Gustavo Rodriguez is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Compass Group Investment Solutions LLC, EFG Capital International Corp, and J.P. Morgan Securities. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with a non-discretionary model. The firm’s investment process aligns client risk profiles with investment guides developed in conjunction with BBVA S.A.’s Global Wealth Investment Committee and incorporates both strategic and tactical asset allocation.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.

Giuseppe Mazzeo is a financial advisor at Level Four Advisory Services with 14 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Holdun Family Office LLC and Andbank Private Bankers. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Alvaro Torres is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining StoneX Advisors and StoneX Securities in 2020, his work history includes roles at VTS Capital Partners, Citigroup, J.P. Morgan Securities, Chase Investment Services, and UBS Financial Services. Outside of his advisory work, he is also active as a real estate agent with Weichert Realtors | Capella Estates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a variety of investment strategies and platforms, combining independent advisors with an in-house Private Client Group.

Edward Laughlin is a financial advisor with Westminster Financial Advisory Corp in Miami, FL. He holds a Series 66 designation and has 53 years of industry experience. Prior to joining Westminster Financial Securities in 2017, he worked at Wunderlich Securities from 2015 to 2017. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Provenance Wealth Advisors since 2012 and previously held roles at Raymond James Financial Services Advisors and Osaic FA, Inc. Outside of his advisory work, Karl is involved in community organizations as a board member of the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs various investment strategies alongside financial planning and retirement-plan services.

Joshua Bradford is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wedbush Securities Inc. and UnionBanc Investment Services. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports approximately 10,800 client relationships and offers investment management via the FMAX wrap-fee platform, utilizing third-party discretionary managers and affiliated banking sweep programs.

Henry Silva is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and JP Morgan Chase Bank. Silva has been with Apollon since 2021. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and consulting, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor client solutions.

David Grossman is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Raymond James & Associates. In addition to his advisory role, he is a licensed agent for fixed/traditional insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, investing across various asset classes and offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles for private funds and insurance clients.

Andrew Kane is a financial advisor with Apollon Wealth Management, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fortune Financial Services, Inc., and Blue Chip Wealth Management, Inc. Outside of advising, he serves as Secretary on the Board of Directors for the Condo Blue Diamond in Miami Beach. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory services across various asset classes.

Matteo Hernandez Sada is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. His prior roles include positions at Citigroup, Charles Schwab, Merrill, and self-employment ventures. Outside of finance, he is a member of Team Matteo LLC, engaging in media and photography work. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a focus on non-discretionary assets. The firm integrates strategic and tactical asset allocation guided by BBVA S.A.’s global investment committee and emphasizes client-approved investment decisions.

Joseph Valerio is a CFP® certificant with four years of industry experience. He currently works at Modera Wealth Management, LLC and has held positions at Northstar Financial Planners, Inc., Merriman Wealth Management, The Vanguard Group, Inc., and Fidelity Investments. Modera Wealth Management provides wealth management, retirement plan consulting, tax planning, trust services, and business coaching to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax capabilities.

Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, Inc. holding Series 65 and Series 66 credentials. He has been with BBVA since 2026 and has prior experience at Punto Brokerage Firm and Theorie Consulting. Outside of finance, he has been involved with Hair Drezzers on Fire since 2022. 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’s investment approach combines strategic and tactical asset allocation based on client risk profiles, with most accounts requiring client approval before trades are executed.

Todd Moll is a CFP® professional with 35 years of experience in the financial industry. He is the CEO and owner of Todd A. Moll CFA PA and has been affiliated with Provenance Wealth Advisors since 2000. Moll’s background includes roles with Raymond James Financial Services and various business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, and other entities. The firm utilizes a multi-custodial platform and a blend of equities, fixed income, and alternative investments, offering both discretionary and non-discretionary portfolio management alongside financial and retirement planning services.

Manuel Duplat is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Santander Securities LLC. He has held various roles within Santander entities since 2015, including positions at Santander International Private Banking and Santander Bank, NA. Outside of his advisory work, he is involved in managing personal business ventures related to real estate and family assets. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of wrap-fee advisory programs and financial planning services, leveraging third-party managers and a managed-account platform to deliver discretionary portfolio management and ongoing compliance oversight.

Rocio Espinosa is a financial advisor with Asset Allocation Strategies, LLC in Miami Beach, FL, holding a Series 65 credential and four years of industry experience. She previously worked at First Advisors National and GLP Investment Services, LLC. Outside of her advisory role, she serves as National Sales Director for Valuteachers, Inc., where she is involved in insurance sales including fixed-indexed annuities and life insurance. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a quantitative, strategic asset allocation process and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Vincent Lapietra is a financial advisor with Wealthcare Advisory Partners LLC in Weston, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously at LPL Financial and Independent Financial Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary technology and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.