David Miller is a financial advisor with First Heartland Consultants, Inc. in Hollywood, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at OSAIC, Securities America, and Investacorp. He is also involved with Six One Wealth Management LLC as an agent marketing fixed insurance products to existing clients. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, using a combination of discretionary portfolio management, model-based programs, and both fundamental and technical analysis. The firm operates with a vertically integrated structure that includes brokerage and insurance businesses, serving clients through independent investment adviser representatives.

Marisol Garcia De La Cruz is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation and having one year of industry experience. Her prior work includes positions at Insigneo Securities LLC and PNC Bank. From 2016 to 2021, she was involved with Cascabel Salsa Gourmet. 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 risk profiles with investment guides developed in collaboration with BBVA S.A.’s Global Wealth Investment Committee, incorporating both strategic and tactical asset allocation.

Mariana Lora is a financial advisor at CV Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Global Kandor Advisors, PURE Group of Insurance Companies, Massachusetts General Hospital, American Eagle Outfitters, and Suffolk University. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm employs a combination of top-down asset allocation and bottoms-up security and manager selection, utilizing ETFs and third-party managers when appropriate.

Gaetan Policard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Simplicity Wealth, LLC and Wealth Watch Advisors. Policard is also president of Komit LLC, a luxury car rental business. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy through a large network of affiliated advisers.

John Chrin is a CFP® with eight years of industry experience, currently serving as an advisor at Circle Wealth Management, LLC since 2012. He holds Series 63 registration and participates in multiple advisory roles, including with Century Equity Partners and AIRE Labs Limited, where he provides insights on the U.S. financial landscape. Additionally, he is a partner at Circle VenCap, LLC, involved in investment valuations and K-1 preparation. Circle Wealth Management, LLC offers customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence, managing over $12 billion in assets while focusing on clients with approximately $50 million in investable assets.

Paulo Martinez Cleves 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 work history includes roles at Insigneo Securities, PNC Investments, Bank of America, and PNC Bank. Outside of his advisory work, he is president of MA Consulting Americas LLC, an e-commerce and health insurance sales business. 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’s investment approach incorporates client risk profiles with input from BBVA S.A.’s Global Wealth Investment Committee, emphasizing non-discretionary asset management and an international focus.

Michael Colombino is an investment advisor representative with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Prometheum Ember ATS Inc., and Stockcross. Outside of advisory work, he manages a part-time vacation rental in Florida. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through an investment supervisory platform that combines Modern Portfolio Theory with access to third-party and independent managers. The firm offers both discretionary and non-discretionary portfolio management with an emphasis on an automated, ETF/ETN-based allocation approach within a wrap-fee structure.

Jared Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and MetLife Securities. He serves as the treasurer and executive board member of the Broward Sheriff's Advisory Council, where he assists with budgeting and grant approvals. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and emphasizes asset allocation and diversification using both discretionary and non-discretionary management approaches.

Charles Howell is a CFP® with 21 years of industry experience, currently serving at IP Financial Advisory Services LLC. His background includes roles at Innovation Partners LLC and Bankers Life entities. He also serves as a trustee for the City of Hollywood General Employee Pension Fund and owns businesses in traffic education and accounting services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning. The firm offers a range of advisory and consulting services including actuarial analysis and managed account programs with discretionary authority to implement and rebalance investment strategies.

John Dutkowski Canto is a financial advisor with Santander Securities LLC in Miami, FL, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Santander Securities since 2014 and has also worked with Santander International Private Banking since 2012. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm employs third-party discretionary investment managers and emphasizes compliance oversight, tax overlays, and ESG options in its investment approach.

Donald Wilcox is a financial advisor at ON Investment Management Company with 56 years of industry experience. He holds a Series 63 designation and has worked at The O.N. Equity Sales Co since 2002 and Paul Revere Insurance Company since 1974. Additionally, he is involved in a non-investment-related business selling life and disability insurance. ON Investment Management Company is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary management and access to multiple third-party investment programs.

Elisea Frishberg is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously led the Elisea Frishberg Advisory Group and worked at Crocker, White & Frishberg Advisory Group. Outside of advising, she is an independent insurance agent and manages a financial education media business. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-disciplinary investment process across various asset classes.

Juan Ruiz is a CFP® with 19 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has worked at PRUCO Securities, LLC and Prudential Insurance Company of America since 2007 and serves as Chief Executive Officer of Interamerican Financial Consulting Group, Inc., DBA UFC4Wealth. Outside of financial services, he is the owner of Riviera Last Dance, Inc., a corporation that holds the title of a boat, and president of SKLR Ventures LLC, an entity created to own a boat. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non‑discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Jacob Guevara Sr. is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at The Pacific Financial Group, Inc. and Independent Financial Partners. In addition to his financial advisory role, he has served as a Deputy Sheriff with the Broward County Sheriff's Office since 1995 and is president of Gold Star Financial Planning, Inc., a non-investment-related company. Bison Wealth serves individuals, high net worth clients, family offices, and various organizations by providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach utilizes outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies and offers specialized services including a Turnkey Asset Management Platform for other advisers.

Franklin Christophers is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bolton Global Asset Management, Bolton Global Capital, Citigroup Global Markets, and LPL Financial. Christophers is a co-owner and Managing Director of Brightstone Capital, an investment advisory entity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based solutions and third-party money managers to implement investment strategies across multiple account structures.

Barbara Sacharow is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LWM Advisory Services, LLC and LPL Financial. Her other business activities include involvement with Legacy Wealth Management and The Wolf Cry, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a blend of strategic and tactical portfolio management.

Trace Shapiro is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions alongside AI-assisted analytics.

Martha Swain is a CFP® professional with 25 years of experience in financial advising. She has worked at Provenance Wealth Advisors since 2010 and held positions at Raymond James Financial Services Advisors Inc. from 2013 to 2023. Provenance Wealth Advisors provides portfolio management, financial planning, retirement planning, and portfolio consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $3.63 billion in assets across nearly 2,864 client relationships and employs a range of investment strategies including equities, ETFs, mutual funds, and options on a multi-custodial platform.

Paul Yates is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch for 17 years. Outside of his advisory role, he devotes time monthly to two business ventures, including an indoor golfing facility using simulation technology. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Catherine Muturi is a financial advisor with Principal Advised Services in Weston, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at Principal Bank, Principal Financial Services, Charles Schwab, and Raymond James. She currently serves as a Retirement Consultant providing investment advice to retirement plan participants at Principal Advised Services. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm’s integration with Principal Financial Group affiliates allows access to proprietary products and supports both non-discretionary recommendations and a discretionary investment management program.