Joshua Bradford is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wedbush Securities Inc. and UnionBanc Investment Services. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports approximately 10,800 client relationships and offers investment management via the FMAX wrap-fee platform, utilizing third-party discretionary managers and affiliated banking sweep programs.

Francesco Ciotola is a financial advisor with Everhart Advisors in Miami, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Everhart Advisors since 2003 and previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. Outside of his advisory role, he serves as a board member of the Ohio Chamber of Commerce. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment philosophy with tailored portfolios and integrates accounting and tax services alongside its investment offerings.

Kristoffer Doura is a financial advisor with Independent Wealth Network, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he is involved in motivational speaking and consulting, has authored a book on sustainable living, serves as an executive producer and actor in the film industry, and teaches business and entrepreneurship at Doral College. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a tailored investment approach using fundamental and technical analysis, long- and short-term trading, options, margin, and third-party model providers, with ongoing client reviews and discretionary trading authority.

Henry Silva is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and JP Morgan Chase Bank. Silva has been with Apollon since 2021. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and consulting, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor client solutions.

Ian Helmus is a financial advisor at McAdam LLC with seven years of industry experience. He holds a Series 65 designation and has been with McAdam since 2018, following brief roles at Bradley Foster and Sargent and Weiss Analytics. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment options including mutual funds, ETFs, independent managers, and alternative strategies.

Lorenzo Guzman is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63, Series 66, and Series 65 licenses and 22 years of industry experience. He previously worked at VectorMex Incorporated for 19 years. In addition to his financial advisory work, he is involved as an insurance agent with Vector Global ISG and participates in real estate sales and aircraft and automobile leasing through other business ventures. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging-market exposures tailored to client objectives and risk tolerances.

Antonio Fernandez Gutierrez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include ten years at VectorGlobal WMG and six years at Actinver Wealth Management, Inc. He is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging-market exposures and has notable cross-border elements through affiliated entities and offshore funds.

Alejandro Guardiola is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Paradigm Capital, Hunt Equity Partners, and several other financial firms. Between 2020 and 2022, he was engaged in entrepreneurial activities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and individualized advisor-led portfolio construction incorporating third-party macroeconomic research, with a focus on global asset classes including emerging markets and foreign currency exposures.

Liliana Borrero Acevedo is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction and employs third-party research to align investments with client objectives, including global and emerging-market exposures.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Insigneo Securities LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, using third-party research and regular account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.

David Grossman is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Raymond James & Associates. In addition to his advisory role, he is a licensed agent for fixed/traditional insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, investing across various asset classes and offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles for private funds and insurance clients.

Andrew Kane is a financial advisor with Apollon Wealth Management, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fortune Financial Services, Inc., and Blue Chip Wealth Management, Inc. Outside of advising, he serves as Secretary on the Board of Directors for the Condo Blue Diamond in Miami Beach. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory services across various asset classes.

Santiago Pena Diaz is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Insigneo Advisory Services, LLC and previously worked at VectorGlobalWMG and IPG Securities. Outside of advisory work, he is the owner and legal representative of a marketing services startup based in Panama. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing committee-driven model portfolios combined with individualized advisor-led portfolio construction. The firm’s approach incorporates global and emerging market assets and includes discretionary and non-discretionary management options.

Cecilia Socorro Fuenmayor is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Insigneo Advisory Services since 2019 and previously spent ten years with Avantia Capital. Outside of her advisory role, she has a 50% ownership stake in Provision & Solution LLC. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including high-net-worth individuals and banking institutions. The firm offers customized allocations and firm-modeled portfolios across a range of asset classes, supported by third-party research and a dedicated Investment Committee.

Matteo Hernandez Sada is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. His prior roles include positions at Citigroup, Charles Schwab, Merrill, and self-employment ventures. Outside of finance, he is a member of Team Matteo LLC, engaging in media and photography work. 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 assets. The firm integrates strategic and tactical asset allocation guided by BBVA S.A.’s global investment committee and emphasizes client-approved investment decisions.

Joseph Valerio is a CFP® certificant with four years of industry experience. He currently works at Modera Wealth Management, LLC and has held positions at Northstar Financial Planners, Inc., Merriman Wealth Management, The Vanguard Group, Inc., and Fidelity Investments. Modera Wealth Management provides wealth management, retirement plan consulting, tax planning, trust services, and business coaching to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax capabilities.

Edward Varona is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of his advisory work, he serves as Treasurer of the Golf Villas Homeowner's Association in Lake Placid, Florida. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and allowing client-imposed investment restrictions.

Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, Inc. holding Series 65 and Series 66 credentials. He has been with BBVA since 2026 and has prior experience at Punto Brokerage Firm and Theorie Consulting. Outside of finance, he has been involved with Hair Drezzers on Fire since 2022. 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 combines strategic and tactical asset allocation based on client risk profiles, with most accounts requiring client approval before trades are executed.

Todd Moll is a CFP® professional with 35 years of experience in the financial industry. He is the CEO and owner of Todd A. Moll CFA PA and has been affiliated with Provenance Wealth Advisors since 2000. Moll’s background includes roles with Raymond James Financial Services and various business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, and other entities. The firm utilizes a multi-custodial platform and a blend of equities, fixed income, and alternative investments, offering both discretionary and non-discretionary portfolio management alongside financial and retirement planning services.

Manuel Duplat is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Santander Securities LLC. He has held various roles within Santander entities since 2015, including positions at Santander International Private Banking and Santander Bank, NA. Outside of his advisory work, he is involved in managing personal business ventures related to real estate and family assets. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of wrap-fee advisory programs and financial planning services, leveraging third-party managers and a managed-account platform to deliver discretionary portfolio management and ongoing compliance oversight.