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.

Oliver Grimard is a financial advisor at Clear Creek Financial Management, LLC, holding a Series 65 license with four years of industry experience. His prior work includes roles at Grow Holdings, LLC and Aqua Science. He is also involved in selling non-variable life insurance to clients. Clear Creek Financial Management serves individuals, high-net-worth clients, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers comprehensive financial planning and asset management with a focus on individualized account supervision, utilizing a range of investment strategies and algorithmic research through its Helios Quantitative Research division.

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.

Stephen De Marco is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LBMZ Securities, Inc., Advyzon, and Molo Solutions. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, and fixed-income approaches. The firm combines proprietary quantitative models with qualitative portfolio management and distributes strategies through multiple platforms, including wrap-fee and unified managed accounts.

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.

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.

Dan Roehm Jr. is a CFP® professional with 11 years of industry experience, currently serving at Csenge Advisory Group, LLC. His prior roles include positions at Lion Street Financial and Benchmark Financial Wealth Advisors LLC. Outside of advisory work, he hosts an online event called BIG Breakfast featuring authors and consults on business development via LinkedIn. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate entities. The firm employs a combined fundamental and technical investment approach, emphasizing relative strength and a structured market and risk analysis, offering customized portfolio management through discretionary or model-based strategies.

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.

Richard Delio is a financial advisor at Zacks Investment Management, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at LBMZ Securities, Inc. and Zacks Investment Management since 2012. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a broad range of investment strategies and vehicles, serving both direct clients and third-party advisers through index licensing and model portfolios.

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.