Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Luis Bermudez Valdes is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander in various capacities since 2014, including roles at Santander International Private Banking. He serves as a board member of the US-Spain Chamber of Commerce, an organization promoting US-Spain economic cooperation. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with oversight from third-party managers and an Implementation Manager.

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Sara Bolanos is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. She holds a Series 65 designation and has industry experience beginning in 2026. Prior to joining BBVA Global Wealth Advisors, she worked at BBVA Colombia S.A. and Banco de Bogotá Panama S.A. 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 process incorporates client risk profiles with input from BBVA S.A.’s Global Wealth Investment Committee and utilizes both strategic and tactical asset allocation, with most accounts requiring client approval before trades are executed.

Matthew Storm is a financial advisor at CV Advisors LLC with four years of industry experience. He has been with the firm since 2009. Outside of his advisory role, he is a managing member and writer for The Last Roman LLC. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm combines a top-down asset-allocation framework with bottoms-up security and manager selection, using ETFs and third-party managers when appropriate.

Ilya Rodriguez is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northeast Securities and Global Investor Advisory Services, before joining Santander in 2020. Based in Miami, FL, he has also been associated with Santander International Private Banking since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee programs and financial planning services through a managed-account platform with third-party investment managers and centralized compliance and reporting.

Gregg Guinta is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Global Financial Private Capital, LLC and the State of Florida Securities Division. Outside of advising, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investment options including alternative investments and performance-based fee arrangements for qualified clients.

Santiago Bonells is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Santander in 2022. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with discretionary model management and ongoing suitability reviews.

Humberto Garcia De Alba Carrillo is a CFA® charterholder with one year of experience at BBVA Global Wealth Advisors, Inc. Prior to this role, he worked for ten years at BBVA S.A. The firm serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs that emphasize non-discretionary management, allowing clients to retain final decision authority over trades. Its investment approach combines strategic and tactical asset allocation guided by BBVA’s global research and third-party models, with a notable international focus.

Daniel Nunes is a financial advisor at StoneX Advisors Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Morgan Stanley, Credit Suisse Securities, and BTG Pactual. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms.

Terry Morris is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kingsview since 2011, including roles at Kingsview Asset Management since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Antonio Speciale is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Siebert AdvisorNXT, he worked at Stockcross Financial Services Inc. for 13 years. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Maria Kattan Chrin is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2006. Outside of her advisory role, Ms. Chrin serves as Vice Chair of Circle Financial Group, a membership organization for women investors. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence to guide strategic asset allocation and manager selection.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Slavic Mutual Funds Management Corp. and Xynergy Capital Group. Outside of his advisory role, he serves as a 401(k) administrator and retirement plan consultant for Slavic Integrated Administration, where he provides consulting and education to worksite employees. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-custodial platform and a variety of investment strategies, offering both discretionary and non-discretionary portfolio management along with financial and retirement planning services.

Marco Bohorquez is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked with LWM Advisory Services, LLC and LPL Financial LLC. Bohorquez serves on the Law Enforcement Advisory Board for the City of Sunrise and is currently running for a City of Sunrise commissioner seat. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing a range of investment management and planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates third-party managers and advanced tools to guide portfolio construction, serving both individual and institutional clients.

Thomas Scanlan is a financial advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Investacorp Advisory Services. Outside of advisory work, he is also an insurance agent involved in selling fixed insurance products. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management across multiple custodians, employing a variety of investment strategies and providing financial planning and retirement services.

Rodrigo Reyes De La Luz is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2025, he worked at BBVA Mexico from 2015 to 2025. 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 where clients retain final decision authority, utilizing a process that incorporates investor risk profiles and leverages global investment research and third-party models.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors, Grove Wealth Management, and Winestico Consultants, along with operating his own advisory business. Outside of his advisor role, he volunteers with the Greater Miami Chamber of Commerce to support local networking and business education. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of portfolio solutions including unified managed accounts and digital ETF portfolios.

Claudio Messa Sanabria is a financial advisor at BBVA Global Wealth Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and various BBVA-affiliated firms. Outside of his advisory role, he is 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, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with mostly non-discretionary assets under management. The firm’s investment approach incorporates client risk profiles and input from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation with a focus on international investment solutions.

Pedro Rodriguez is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is also president of a family real estate entity. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing suitability reviews and compliance oversight.