Laura Bertran De La Torre is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior roles include positions at Citigroup and Arvest Wealth Management. 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 aligns clients’ Investor Risk Profiles with investment guides developed in coordination with BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation.

Lonnie Ogulnick is a financial advisor with The Partners Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America, Inc., Investacorp, and Ladenburg Thalmann & Co., Inc. Outside of his advisory work, he is the CEO of OG Money Motivation, where he engages in motivational sales coaching, podcasting, and authorship. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing internally developed models, third-party model providers, and outsourced investment managers through a mandatory platform integrating back-office and trading functions.

Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. 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, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.

Alejandro Trejo is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including PNC Investments, BBVA Securities Inc., and Compass Bank. Outside of advising, he is a partner in a technology company, Greennexus, LLC. 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 aligns client Investor Risk Profiles with investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee, incorporating international strategies and a combination of strategic and tactical asset allocation.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

Juan Pedro Umbert is a financial advisor at BBVA Global Wealth Advisors, Inc. with five years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Northwestern Mutual and Percy Avetrani, before joining BBVA Global Wealth Advisors in 2025. 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 that aligns client risk profiles with investment guides developed in collaboration with BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Muhammad Zia is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he is the owner and president of an auto lease brokerage, MZ Auto Leasing Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets and serving over 16,000 clients. The firm provides a broad range of services to individuals, high-net-worth clients, charities, corporations, and retirement plans through multiple advisory programs and proprietary asset allocation models.

Donna Santangelo is a financial advisor at Provenance Wealth Advisors with 41 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement planning, and consulting services, employing a range of investment strategies across multiple custodians.

Andres Kovacs is a CFA® charterholder currently with BBVA Global Wealth Advisors, Inc. in Miami, FL. He has experience at firms including Vizcaya Capital and BBVA Global Wealth Advisors, with a background that includes roles at educational institutions such as Westcliff University and Universidad Metropolitana. BBVA Global Wealth Advisors serves individual, high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach maps each client’s Investor Risk Profile to customized investment guides and emphasizes non-discretionary asset management with client approval required before trade execution.

Jose Lau is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at several firms, including PNC Investments and Insigneo Advisory Services. In addition to his advisory role, he refers clients to an affiliated insurance agency and receives referral fees. 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 integrates client risk profiles with research from BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.

Gary Gonzalez is a Series 65 licensed financial advisor at Modera Wealth Management, LLC with 18 years of industry experience. He previously worked at Northstar Financial Planners, Inc. for 19 years before joining Modera in 2026. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines traditional investment management with in-house accounting and tax services, supporting a diversified asset allocation approach grounded in Modern Portfolio Theory.

Tony Dubose is a financial advisor with Modern Wealth Management, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His career includes long-term roles at Legacy Wealth Management Inc and LPL Financial, along with advisory services through LWM Advisory Services, LLC. Outside of financial advising, he is a contract commercial pilot. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a centralized Investment Committee and a mix of model portfolios and third-party managers to guide investment decisions.

Cara Vazquez is a financial advisor at New Edge Wealth with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining New Edge Wealth, she worked at Power Sustainable for three years and BlackRock for six years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering services such as wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior in its investment approach, integrating both proprietary and third-party platforms with human oversight.

Enmanuel Benavides Rodriguez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds Series 63 and Series 65 licenses and has recent experience at firms including Wells Fargo and Bank of America. Outside the financial industry, he is involved in several private companies such as JEB Professional Services LLC and Koinla LLC. 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 integrates client risk profiles with investment guides developed in collaboration with BBVA S.A.’s Global Wealth Investment Committee, emphasizing non-discretionary portfolio management and an international focus.

Cynthia Ramirez Figueroa is a financial advisor at BBVA Global Wealth Advisors, Inc. with eight years of industry experience. She previously worked at Citibank for seven years and at Citibanamex for seven years. Cynthia holds a Series 66 designation and is based in Miami, FL. 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 integrates client risk profiles with global investment guides and combines strategic and tactical asset allocation.

Victoria Ricker is a CFP® with 39 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC. She previously worked at Janney Montgomery Scott, LLC for eight years and held positions at Morgan Stanley and Morgan Stanley Private Bank between 2011 and 2017. In addition to her advisory role, Ricker serves as a FINRA arbitrator. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a variety of analytical methods and access to alternative investments, and is notable for its role as a private fund adviser and its integration of fee-based insurance products within its wealth management services.

Shane Phillips is a financial advisor with Provenance Wealth Advisors based in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 14 years of industry experience. His prior work includes positions at Merrill and Robert Baird & Co., and he has been with Provenance Wealth Advisors and its affiliated entities since 2015. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and retirement services using a multi-custodial platform and a variety of investment approaches, supported by 18 investment professionals.