Valeria Ortega is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. Outside of advising, she is the owner and president of a non-investment related business called Retirement Benefits Consulting. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment approach supported by model portfolios and third-party managers.

Jason Teich is a financial advisor at SEIA with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEIA and its affiliated firms in 2025, he spent nine years at Sanford C. Bernstein. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a disciplined investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.

Joshua Greenberg is a Series 65 licensed advisor with 15 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and has prior experience with Motiv8 Investments LLC and Fusion Investment Advisors, LLC. He also operates Greenburg Tax & Insurance. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internally developed asset allocation models with fundamental and technical analysis, implementing strategies consistent with client objectives.

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential with experience beginning in 2024. His prior work includes roles at Makoto, Katsuya, Novikov Miami, Palmar, and One Door East. Bison Wealth serves a diverse range of clients including individuals, high net worth clients, family offices, and charitable organizations, providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach involves outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

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.

Timothy Bober is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Advisors' Pride, Inc. and has been affiliated with LPL Financial since 2003. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets under management.

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.

Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, and Equitable Advisors. Outside of financial advising, he is involved in insurance sales, dental equipment regional sales, marketing services for dental offices, and residential real estate as a licensed realtor. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and complements its advisory services with technology and operational support for other advisers.

Jay Malik is a financial advisor with Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the owner of Doctors Finance LLC, an accounting and consulting firm, and president of Jay Malik Tax Corp, which provides income tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary retirement plan services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory, emphasizing fee transparency and cost minimization.

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.