Mayelin Alvarez is a Series 65-licensed advisor with Mariner Independent, based in Doral, FL, and has two years of industry experience. She has held roles at Kaufman Rossin Wealth, LLC and Mass Mutual, and currently offers investment services through Imperio Wealth Advisors and life insurance planning as an agent. 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 supports both model portfolios and advisor-level discretionary management, with integrated institutional and retirement plan resources.

Jose Justo Delgado is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Imperial Fund Asset Management, LLC and Sura Asset Management, as well as academic involvement at the University of Miami Herbert Business School and University of Lima. 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 global research and selected third-party models, emphasizing non-discretionary asset management with a focus on international investment solutions.

Debra Schachter is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 43 years of industry experience. She has been with Mutual of Omaha since 1981 and is also an insurance agent specializing in life, health, disability, long-term care, Medicare supplements, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm operates within the broader Mutual of Omaha group and offers clients various discretionary and non-discretionary managed solutions.

Ivan Gutierrez Jr. is an investment adviser representative at Principal Advised Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles with Principal entities since 2024, including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to that, he was self-employed and held positions at TradeStation Securities, Primerica Advisors, and other firms. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. Its membership in the Principal Financial Group family enables access to proprietary mutual funds, bank products, and affiliated trading services.

Joao Decastro is a financial advisor with Vontobel Swiss Financial Advisers holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Citibank N.A. from 2015 to 2024 before joining Vontobel SFA. Vontobel Swiss Financial Advisers AG provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers a range of discretionary and non-discretionary investment mandates managed by an in-house Investment Committee and operates under both SEC registration and Swiss FINMA licensing.

Christopher Salerno is a financial advisor at Thurston Springer Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Advisors for seven years before joining Thurston Springer Financial. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services. The firm uses a combination of analytical methods and supports both buy-and-hold and active investment strategies.

Diego Laiz Moyano is a financial advisor at BBVA Global Wealth Advisors, Inc. with nine years of industry experience. He has held positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., PNC, and BBVA Insurance Inc. Agency Inc. He is licensed with Series 63 and Series 65 designations. Moyano is also involved in an insurance agency, referring clients to BBVA Global Wealth Insurance, Inc. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment process incorporates client risk profiles and global research, with most accounts maintained on a non-discretionary basis where clients retain final trade approval.

Delvis Llanes is a financial advisor at Dynamic with 17 years of industry experience and holds the Series 66 designation. He has worked with Dynamic Wealth Advisors dba Arrow Wealth Management since 2013. Outside of his advisory role, Mr. Llanes owns Miami Charter Group, LLC, which offers private yacht charters in the Miami area. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, providing portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and supports other advisers through technology, operational, and compliance services.

Adrian Perez De Vargas Munoz is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with BBVA Global Wealth Advisors, Inc. and previously held various roles within BBVA from 2016 to 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 focused on non-discretionary asset management. The firm’s investment process integrates client risk profiles with global research and model providers, emphasizing a combination of strategic and tactical asset allocation.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, and UBS International Inc. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapist services business. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a mix of independent advisors and an in-house Private Client Group. The firm offers a variety of investment strategies, including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential and has two years of industry experience. His prior roles include positions at Singer Wealth and ToYourDoorMedical, as well as work during college at Indiana University. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, employing customized, long-term investment strategies that utilize a diverse range of assets and third-party sub-advisors.

Patrick Dwyer is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boston Private Wealth, Bank of America, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Key Biscayne Community Foundation and the South Florida Neuroscience Center. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a range of strategies including proprietary solutions, alternative investments, and third-party managers.

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

Juan Baca is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at BBVA Securities Inc., PNC Investments, Insigneo Securities LLC, and Compass Bank. Outside of finance, he co-owned Diaz Coffee Distribution LLC, a semi-truck equipment rental business. 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 emphasizes a non-discretionary investment approach that aligns client risk profiles with investment guides developed by BBVA S.A., combining strategic and tactical asset allocation.

Berta Epelbaum is a financial advisor with Valley Wealth Managers, Inc. She holds the Series 66 designation and has 21 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked for Leumi Investment Services Inc. and Bank Leumi USA for 19 years. 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, using a combination of equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs when appropriate.

William Mckenna is a financial advisor at Provenance Wealth Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 credentials. His career includes roles at Raymond James Financial Services Advisors and as an agent selling fixed insurance, long-term care, fixed annuities, and disability insurance through various agencies. Additionally, he provides coaching, consulting, and public speaking within the financial services industry. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets across nearly 2,864 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services utilizing a multi-custodial platform and a variety of investment strategies.

Kyle Kelly is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Madison Avenue Securities, LLC, Global Wealth Management Investment Advisory, Inc., and TradeStation Securities, Inc. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm utilizes a range of investment strategies through firm-managed, third-party, and advisor-managed models, supported by an affiliated network of broker-dealers, insurance marketing organizations, and other related entities.

Jose Martinez Mendoza is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential and two years of industry experience. He previously worked at BBVA Switzerland and Banco Sabadell SA. 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 input from BBVA S.A.’s Global Wealth Investment Committee and combines strategic and tactical asset allocation.

Philip Hammer is a financial advisor at Saxony Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2010. He operates a DBA known as Glastonburg Group. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Fernando Casco Downing is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at CitiGroup and UBS Financial Services. Outside of his advisory role, he is involved in managing rental property in Miami. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm offers a variety of investment strategies primarily through the FMAX wrap-fee platform, supported by relationships with third-party discretionary investment managers and affiliated banking services.