Benjamin Selinger is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, holding the Series 66 designation with four years of industry experience. His work history includes roles at Wells Fargo Advisors and Nordis Technologies, as well as periods dedicated to full-time education. He also worked at Camp Manitou for three years. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management services. The firm employs a range of investment analysis techniques and offers both discretionary management and tailored strategies, including tactical and earnings momentum models.

William Dahm III is a CFP® professional with five years of industry experience, currently serving at Provenance Wealth Advisors. His prior roles include positions at PWA Securities LLC, Citizens Securities, Inc., and RBC Capital Markets. Provenance Wealth Advisors manages approximately $3.63 billion in assets, providing portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-custodial platform and a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Carl Linder is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 65 credential and previously worked for nine years at Greenspoon Marder LLP. Outside of his advisory role, he serves as of counsel at Greenspoon Marder, dedicating part-time hours to that position. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving high-net-worth individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform and sub-advisor arrangements.

Kathryn Vera is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Bulltick LLC for 15 years. Vera is also active as a public speaker on topics related to women, finance, and economics. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary models, and third-party managers to deliver tailored investment solutions.

Jose Restrepo A is a Series 65 credentialed advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. He has been with BBVA and its affiliates since 2013, including one year at BBVA Global Wealth Advisors. 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. The firm emphasizes a non-discretionary investment approach, mapping each client’s Investor Risk Profile to tailored investment guides and combining strategic and tactical asset allocation.

Andres Ricketts Canepa is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds a Series 65 designation and has experience working at several firms, including FounderNest and Worldaware. 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 tailored to each client’s risk profile, combining strategic and tactical asset allocation with input from BBVA S.A.’s Global Wealth Investment Committee.

Daniel Lizaso Trejo is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and is currently affiliated with BBVA Global Wealth Advisors, Inc. in Miami, FL. His prior experience includes roles at DB USA Core Corp, Deutsche Bank Securities, Inc., and Mapfre. 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 that combines strategic and tactical asset allocation, guided by BBVA S.A.’s global research and third-party model providers.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Marlon Cruz is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm uses a client-driven investment process that combines individual stocks and bonds with mutual funds and ETFs, supported by an investment committee overseeing strategic and tactical allocations.

Ryan Batalha is a financial advisor at Santander Securities LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Miura Investment Advisors, Inc. and Miura Capital, LLC. His career background also includes time at Babson College and Gulliver Preparatory. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional entities, primarily onboarding retail investors through various managed account strategies implemented by third-party managers.

Fernando Herrera is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds a Series 66 designation and has worked at various Santander entities, HSBC Securities, and HSBC Bank USA since 2013. Herrera is a member of the education and training committee of the Florida International Bankers Association (FIBA). 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, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors.

Anthony Garcia is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services, Inc. and Blue Chip Wealth Management, Inc. Garcia is the sole owner of Garcia Asset Management, LLC and also operates as an independent insurance agent. Apollon Wealth Management is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, offering a range of services including financial planning, portfolio management, consulting, and sub-advisory roles across various asset classes.

David Sakr is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 66 and Series 65 designations and six years of industry experience. His prior work includes roles at PNC Bank and multiple BBVA entities dating back to 2006. Outside of advisory services, he is involved with BBVA Global Wealth Insurance, Inc., referring clients to the insurance 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 a focus on non-discretionary accounts. The firm’s investment process integrates client risk profiles with global investment research and employs a combination of strategic and tactical asset allocation.

James Rooney III is a financial advisor at Sapient Capital LLC with 13 years of industry experience. He previously worked at Corient Capital Partners, LLC and Fortuna Ventures RSF LLC. Rooney serves on advisory boards for real estate and aerospace defense private equity firms and is a board member of a media company. 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 adviser to private funds and sub-advisor to registered ETFs.

Fernanda Araujo is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at J. Safra Asset Management Corporation since 2021 and previously held roles at Safra Securities LLC, Morgan Stanley, and Wells Fargo. Outside of her advisory and compliance duties, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional consulting to a range of clients including high-net-worth individuals and corporations. The firm employs a combination of fundamental and macroeconomic analysis and uses third-party managers to implement its investment strategies.

Gustavo Soares Zuquim Nunes is a CFA® charterholder and holds a Series 66 license, currently working at Santander Securities LLC with three years of industry experience. His prior roles include positions at Santander International Private Banking, Andbanc Brokerage LLC, Andbanc Advisory LLC, and BTG Pactual US Capital LLC. Outside of advisory work, he is an investor in a private equity investment fund, KKR Private Equity Conglomerate LLC. 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 third-party managers and centralized compliance and reporting.

Michael Mader is a financial advisor with United Capital Financial Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at United Capital since 2018, with prior roles at Cetera Advisor Networks and Cambridge Investment Research. Outside of his advisory work, Mader manages a real estate organization and holds ownership interests in residential properties. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform that assists independent advisors with technology and practice management.

Daniel Dragone is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Bradesco Investments Inc. He also served as Vice President Product Owner at Bradesco Global Advisor. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs focused on non-discretionary management. The firm’s investment process integrates client risk profiles with global research and combines strategic and tactical asset allocation, with clients generally retaining final decision authority over trades.

Olesia Rasiuk is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Morgan Stanley, AllianceBernstein, and Autonomous Research US LP. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and a structured due-diligence process in its investment approach.

Fredy Rizo is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Bank of America, U.S. Bank, J.P. Morgan Chase, and Hess & Llarena P.A. from 2020 to 2024. 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 focuses on non-discretionary asset management, aligning investment strategies with each client’s risk profile while leveraging BBVA S.A.’s global investment research and third-party model providers.