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 with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and PWA Securities. Scanlan also operates as an insurance agent selling fixed insurance products. Provenance Wealth Advisors serves individuals, pension plans, trusts, and charitable organizations, managing over $4 billion in assets across discretionary and non-discretionary mandates. The firm offers tailored portfolio management and financial planning, utilizing a range of investment strategies and operating on a multi-custodial platform.

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, with a focus on non-discretionary asset management and an investment approach that incorporates strategic and tactical asset allocation guided by BBVA S.A.’s global research.

Adam Gonzalez is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked previously at National Securities Corp and Arete Wealth Management, LLC, and has experience in graphic design and videography outside of his advisory roles. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary, rule-based model allocations, and it incorporates third-party sub-advisers and ongoing account monitoring.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors and Grove Wealth Management, Inc. Outside of his advisory work, he volunteers with the Greater Miami Chamber of Commerce. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Claudio Messa Sanabria is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at PNC Bank, BBVA Wealth Solutions Inc., and BBVA Compass entities. He is also involved with BBVA Global Wealth Insurance, Inc., referring clients to the insurance agency. 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 asset management. The firm’s investment approach integrates client risk profiles, strategic and tactical asset allocation, and a combination of BBVA S.A. fund research and third-party models, emphasizing an international investment perspective.

William Howard is a CFP® with 24 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2019. His prior roles include positions at Cetera Advisor Networks, Howard Financial Solutions, Benchmark of South Florida, Mass Mutual Investors Services, and Wealth Development Associates. Outside of financial advising, he owns Bill Howard Photography, a travel photography business, and serves as treasurer for Sister Cities, a nonprofit promoting cultural exchange in Fort Lauderdale. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

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.

Firhan Choudhary is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in a car rental business as president of Beyond Mark. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party investment models.

Trevor Latulas is a financial advisor with B. Riley Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at National Securities Corporation for 10 years before joining B. Riley Wealth Advisors in 2020. Outside of his advisory role, he is the owner of LATULAS HOLDING CORP, which is involved in expense management and participation in surveys. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.21 billion in assets. The firm employs a variety of investment programs and platforms, such as Advisor-as-Portfolio-Manager and Envestnet-managed models, to tailor strategies for its clients.

Ronnie Salvador is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining StoneX Advisors, he worked at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, Inc., and Banrisul Bank’s Miami Branch. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of investment strategies and platforms to implement portfolios, including proprietary models and third-party managers.

Luis Valenzuela Cassani is a financial advisor at BBVA Global Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at BBVA Mexico SA from 2020 to 2024 and Casa de Bolsa Scotiabank from 2016 to 2020. 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 employs a non-discretionary investment approach that incorporates strategic and tactical asset allocation and leverages investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee.

Armando Fernandez is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at American Portfolios Financial Services, Inc. and Osaic Advisory Services. Outside of his advisory role, he is involved with 1TPTR Inc., an educational community for traders that share ideas and research. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to client objectives and risk tolerance.

Luis Zapata is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at HSBC Securities (USA) Inc. and HSBC Private Bank International. Zapata has been with Santander since 2017 in private banking and joined Santander Securities in 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and securities-based lending, utilizing a multi-sleeve managed account approach supported by affiliations with Fidelity and Envestnet.

Oscar Moraga is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, offering discretionary portfolio management and modular financial planning based on client-specific guidelines and a proprietary valuation analysis.

Catalina Cadavid is a financial advisor at BBVA Global Wealth Advisors, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lloyds Bank Singapore for seven years. 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 focus on non-discretionary management. The firm’s investment approach integrates client risk profiles with global research and combines strategic and tactical asset allocation, maintaining an international focus and a reliance on client approval for trade execution.

Claudia Rubenstein is a financial advisor at Modern Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LWM Advisory Services, LLC, LPL Financial, John Hancock, and John Hancock Distributors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Ryan Whiteman is a financial advisor at Provenance Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Raymond James Financial Services. Outside of advisory work, he is associated with Tupeloaks Farm LLC, which was created for tax reporting purposes related to his firm’s activities. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a multi-custodial platform and a variety of investment strategies.

James Knall is a financial advisor at Sapient Capital LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co., Inc. for 18 years. Outside of his advisory role, Knall serves as a board member and consultant for the nonprofit Endeavour Miami Inc. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

David Scupholm is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fratarcangeli Wealth Management, Evershore Financial Group, and The Investment Consulting Group. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans. The firm offers financial planning, portfolio management, retirement-plan consulting, and sub-advisory services, employing a variety of investment strategies such as Tactical Momentum and Earnings Momentum, alongside fundamental and technical analysis.