Alvaro Alonso is a financial advisor with Northern Trust Securities, Inc. in Miami, FL, holding a Series 66 designation and six years of industry experience. He has been with Northern Trust Securities since 2019 and previously worked at Northern Trust Bank from 2015 to 2019. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients, utilizing a model-driven approach that combines proprietary and third-party investment products. The firm operates within a large banking holding company and offers integrated custody, brokerage, and advisory services.

Anthony Amaro is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Leumi Investment Services Inc 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, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with a client-specific, tactical investment approach.

Bernardo Amado De Romana is a financial advisor at BBVA Global Wealth Advisors, INC. He holds a Series 65 designation and has approximately one year of experience at the firm, with prior roles including positions at APUCORP and academic institutions. 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, mapping each client’s Investor Risk Profile to investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation.

Noah Alweiss is a financial advisor at Summit Financial, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Noah has been with Summit Financial since 2026. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a mix of discretionary and consultative investment management programs, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Michael Most is a financial advisor at Savvy with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2012 to 2023. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and technology platforms.

David Mandell is a financial advisor at Earned Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Earned Wealth Advisors and its predecessor entities since 2008. In addition to his advisory work, Mandell practices law in corporate formation and asset protection and is involved in public speaking, publications, and co-authoring books. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools, and offers integrated services including discretionary wealth management and retirement-plan advisory solutions.

Sonja Koppenwallner is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Modern Wealth Management, LLC and has prior experience at LWM Advisory Services, LLC and LPL Financial, LLC. She has participated as a volunteer in a coronavirus study conducted by Johnson & Johnson. Modern Wealth Management is a multi-team SEC-registered investment adviser managing over $10 billion in assets, serving individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services.

Benjamin Selinger is a financial advisor with Thurston Springer Advisors in Fort Lauderdale, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors and Nordis Technologies and has a background that includes full-time education and work at Camp Manitou. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

William Dahm III is a CFP® with five years of industry experience, currently affiliated with Provenance Wealth Advisors. His prior roles include positions at RBC Capital Markets, Citizens Securities, Inc., and eMoney Advisor LLC. 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 and retirement planning, utilizing a multi-custodial platform with discretionary and non-discretionary mandates.

Kathryn Vera is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Bulltick LLC for 15 years before joining StoneX in 2023. Vera also engages in public speaking on topics related to women and finance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm uses a variety of model-based solutions and third-party managers to implement strategies and supports multiple account structures and investment restrictions.

Jose Restrepo A is a financial advisor at BBVA Global Wealth Advisors, INC. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining the firm, he worked at BBVA from 2013 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 client-approved, non-discretionary investment approach that integrates strategic and tactical asset allocation and leverages global investment research.

Andres Ricketts Canepa is a financial advisor at BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 credential with one year of experience at the firm. His prior roles include positions at Worldaware, FounderNest, Fund@mental, and Ubreakifix. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through non-discretionary portfolio advisory and wrap-fee programs. The firm’s investment approach incorporates strategic and tactical asset allocation guided by BBVA S.A.’s Global Wealth Investment Committee and utilizes a blend of proprietary and third-party research.

Daniel Lizaso Trejo is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at BBVA Global Wealth Advisors, Inc. and previously held positions at DB USA Core Corp and Deutsche Bank Securities, Inc. 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 approach uses a client’s Investor Risk Profile combined with strategic and tactical asset allocation, with most accounts requiring client approval before trades are executed.

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 at Valley Wealth Managers, Inc. with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. and J.P. Morgan Securities LLC. 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 high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation methods.

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 credentials and has worked at Apollon Wealth Management since 2021. Prior to that, he was with Fortune Financial Services, Inc. and Blue Chip Wealth Management, Inc. from 2016 to 2020. Garcia is also the owner of Garcia Asset Management, LLC and is licensed as an independent insurance agent. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed and locally managed investment strategies, incorporates ESG risk-based models and tax management tools, and operates a network of approximately 125 investment advisor representatives managing about $11.6 billion in client assets.

David Sakr is a financial advisor at BBVA Global Wealth Advisors, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various roles within BBVA entities as well as PNC Bank. He also acts as an insurance agent referring clients to BBVA Global Wealth Insurance, Inc. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. Its investment approach combines strategic and tactical asset allocation with a non-discretionary model, requiring client approval for trades, and incorporates input from BBVA S.A.’s Global Wealth Investment Committee and third-party research.

Oliver Grimard is a financial advisor at Clear Creek Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has a background that includes roles at Grow Holdings, LLC and Aqua Science. Grimard is also involved in life insurance sales, offering non-variable life insurance products to clients. Clear Creek Financial Management serves a diverse client base including individuals, trusts, pension plans, corporations, and other advisers. The firm employs a range of investment strategies supported by in-house quantitative research and provides services such as asset management, financial planning, and pension consulting.