Lee Hediger is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He is a co-founder of Provenance and focuses on estate, business, retirement, and investment planning. Additionally, he is a founder and leadership member of The Veterans Trust, a nonprofit organization established to support veterans. 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 custodial platforms and employs a range of investment strategies including equities, ETFs, mutual funds, and options, while providing financial planning and retirement-plan services.

Felipe Miranda is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Efg Capital International Corp for 15 years. Outside of financial services, he is involved in medical-related ventures, including managing entities associated with diabetes treatment centers in South Florida and Colombia, and he also directs a yacht chartering business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and model-based portfolio solutions, incorporating a range of asset classes and allowing client-imposed restrictions, supported by third-party research and ongoing account reviews.

Hector Equihua is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and based in Laredo, TX. He has experience at Insigneo Advisory Services and Insigneo Securities, as well as eight years at International Bank of Commerce. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a range of investment vehicles including equities, fixed income, and alternative investments.

Mariela May is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at CitiGroup Global Markets Inc for 12 years. Outside of her advisory work, she is also a part-owner of a real estate property in Aventura, Florida. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to monitor performance.

Alberto Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he has a joint ownership interest in an investment-related business in Miami. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging markets.

Alexander Schmedt is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Inc. and Joseph Gunnar & Co., LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using various portfolio options and combines advisory, brokerage, and custody activities within a large multi-team environment.

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing investment approaches that range from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Joseph Valdes Jr. is a financial advisor at Capital Analysts with 28 years of industry experience. He previously worked at Valic Financial Advisors for 24 years before joining Agia and later Lincoln Investment. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary screening tools and a network of independent advisors and third-party managers.

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.

Maria Guevara Fajardo is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. She is the president and owner of Max Advisor Corp, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios and utilizes third-party research to monitor performance across a range of asset classes.

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.

Jorge De Apodaca III is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Insigneo since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Latam Group, LLC, a non-securities business used for tax planning purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging markets in its portfolios and features notable cross-border investment elements under common control with its Panama-based affiliate.

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.

Oscar Melian is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC prior to joining Insigneo in 2016. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and a wrap fee program. The firm’s investment process incorporates committee-driven model portfolios combined with advisor-led portfolio construction and employs global asset classes, including emerging markets and foreign currency exposure.

Andrea Narbona Letelier is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Insigneo Advisory Services, LLC and previously was affiliated with VectorGlobal WMG. Outside of her advisory role, she serves as a teacher assistant for an online education platform, ECLASS. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers a broad range of global asset class exposures and incorporates third-party research to align portfolios with client objectives and risk tolerances.