Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Paul Squarcia Jr. is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He holds the Series 66 designation and previously worked at One Charles Private Wealth Services and Purshe Kaplan Sterling Investments. Outside of advising, Squarcia is involved in managing a professional sport fishing team through Rhode Island Breakers AC LLC. Coastal Bridge Advisors provides financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis techniques.

Jorge Aguerrevere Sanchez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 33 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing. He is co-owner of ATA Advisors, LLC, a Florida-based entity related to Bolton Securities that is not investment related. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation while allowing tactical adjustments.

Kyle Nichols is a financial advisor with Kovack Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2024. Prior to joining Kovack Advisors, he worked at Kovack Securities, Inc., Clarity Financial Planning, and Singer Wealth. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to construct and manage client portfolios.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Christina Doone is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 credential and bringing 23 years of industry experience. Her prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside of her advisory work, she is involved with Florida Mountains, Inc., a business offering specialty advertising products and property management services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations with a range of advisory programs, brokerage services, and insurance products, employing both discretionary and non-discretionary investment strategies.

Matthew Thomson is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has experience working with LPL Financial and Northwestern Mutual in various roles since 2021. Thomson is based in Ft. Lauderdale, FL. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs multiple investment strategies and uses sub-advisors and third-party managers to implement portfolios, offering both discretionary and non-discretionary management along with specialized services such as retirement plan consulting and real estate-related planning.

Eric Brown is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at LSF Capital LLC, Ameriprise, and Madison Avenue Securities, among others. In addition to his advisory work, he is involved with LS Financial Group, where he engages in insurance sales and financial planning. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 30,000 clients through a network of nearly 300 representatives. The firm serves a diverse client base with portfolio management, financial planning, retirement plan support, and sub-advisory services, utilizing model portfolios and a broad array of investment products.

Harold Soria is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Kovack Advisors since 2016, having also worked at Kovack Securities since 2014. The firm is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individual and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and sub-advisory programs. Kovack Advisors utilizes a risk-based, model-supported approach with ongoing monitoring and rebalancing across multiple custodians and execution venues.

Richard Rawls is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at KeStra Advisory Services and KESTRA Investment Services. In addition to his advisory role, Rawls is a marketing coach at Advisors Academy, where he trains advisors on business growth. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services including portfolio management, financial planning, insurance planning, and sub-advisory arrangements for exchange-traded funds.

Ian Evans is a financial advisor at CV Advisors LLC with one year of industry experience. He previously worked at Seaview Investment Managers for three years and held positions at Università Bocconi and St. Thomas Aquinas High School. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, foundations, and other qualified entities with investable assets generally above $50 million. The firm employs a combination of top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management supported by technology tools including AI and a proprietary client portal.

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.

John Bussel is a financial advisor with Team Hewins, LLC in Miami, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He worked at Hewins Financial Advisors, LLC from 2005 to 2018 before joining Team Hewins. Outside of his advisory role, he serves as a director of the Shepard Broad Foundation, a private family foundation, and oversees investments for a family partnership through Broad-Bussel Enterprises, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm employs an Investment Committee to develop model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services including ERISA 3(38) and 3(21) fiduciary roles.

Yolanda Flores is a financial advisor at MissionSquare Retirement with 28 years of industry experience. She has worked with ICMA Retirement Corporation since 2007. Flores holds Series 63 and Series 65 credentials. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management.

Allen Gonzalez is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Kovack Advisors since 2014 and is also associated with AMG Capital, LLC. Outside of his advisory role, he is involved in an auto leasing business called It's A Fine Ride. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management with a focus on diversified asset-class exposure through mutual funds, ETFs, and other investment vehicles, alongside third-party manager recommendations and financial planning services.

Kathleen Marteney is a financial advisor at Provenance Wealth Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the firm since 2014, including prior roles with Raymond James Financial Services Advisors. In addition to advisory services, she receives referral fees for business referred to a CPA firm. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial and retirement planning, and portfolio consulting with both discretionary and non-discretionary mandates.

Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Emfo LLC. His background includes roles in both financial services and property management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Richard Goldberg is a financial advisor with Principal Financial Services in Coral Springs, FL, holding CFP® and ChFC® designations and over 38 years of industry experience. He has long-term affiliations with Principal Securities Inc. and Principal Life Insurance Co. since 1992 and has been associated with CRG Financial Group since 2001. He is also involved in insurance sales and operates One Source Advisory, LLC, which collaborates with property and casualty insurance providers to offer combined client solutions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by the money managers.

Johan Rubio is a financial advisor with TIAA-CREF in Pembroke Pines, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, serving a range of clients with model and customized portfolio options.