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.

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.

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.