Jacob Guevara Sr. is a financial advisor at Bison Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at The Pacific Financial Group, Inc. and Independent Financial Partners. In addition to his 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 business. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and access to alternative investments, utilizing a tactical and strategic allocation approach through a turnkey asset management platform that also supports other financial advisers.

Franklin Christophers is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining StoneX, he spent 13 years at Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and Managing Director of Brightstone Capital, LLC, where he manages investment advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm delivers these through independent Financial Advisors and an in-house Private Client Group, utilizing various platforms and third-party money managers to implement customized investment strategies.

Maigualida Lanzetta Gomez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 18 years of industry experience. She has worked at Bolton Securities and Bolton Global Capital since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is tailored by independent adviser representatives and typically emphasizes long-term strategies using mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.

Felix Bosque is an investment advisor representative with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a joint owner of three rental properties in Florida. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, while also facilitating access to third-party managers and wrap-fee platforms.

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.

Leonardo Tedeschi is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 25 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021, and previously spent seven years at Wells Fargo Advisors and five years at Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of ATA Advisors, LLC, a private business entity unrelated to investments. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus, while also supporting tactical trading and rebalancing.

Martha Swain is a CFP® with 25 years of industry experience, currently serving as an advisor at Provenance Wealth Advisors. She has worked at Raymond James Financial Services Advisors INC. and PWA Securities, LLC, and has been with Provenance Wealth Advisors since 2010. Swain also sells long-term care, fixed annuities, and disability insurance through various agencies. Provenance Wealth Advisors, LLC provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and comprehensive financial planning using a variety of investment strategies across multiple custodial platforms.

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.

Ronald Myers is a CFP® and PFS™ with 25 years of industry experience. He is currently with AssuredPartners Investment Advisors and has prior experience at firms including Private Client Services, Securities America Advisors, and Investacorp. Myers also owns Myers Tax Services LLC, where he provides tax planning and preparation services, and serves as a FINRA arbitrator. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm employs model and custom portfolios, monitors third-party managers, and offers fiduciary and educational services through a team of advisors across multiple offices.

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 63 and Series 65 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 teaching at the University of Miami Herbert Business School. 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, aligning client risk profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee and utilizing both strategic and tactical asset allocation.

Debra Schachter is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. She has been with Mutual of Omaha and its related entities since 1981. Schachter also operates an insurance and financial services business specializing in life, health, disability, long-term care, Medicare supplements, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of investment advisor representatives.

Ivan Gutierrez Jr. is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at TradeStation Securities, Primerica Advisors, and Equitable Advisors. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates as part of the Principal Financial Group family, which provides access to affiliated products and 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 nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors from 2016 to 2023 before joining Thurston Springer Financial. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Maxwell Levy is a financial advisor at Thurston Springer Advisors based in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience, having previously worked at Fratarcangeli Wealth Management. Prior to entering the industry, he was a full-time student for thirteen years. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts on a discretionary basis.

Adriana Perez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 15 years of industry experience. She has worked at Bolton Global Asset Management since 2022 and Bolton Global Capital since 2021, with prior roles at Wells Fargo Clearing and Merrill. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using a range of investment vehicles, with a focus on long-term orientation and tactical flexibility.

Diego Laiz Moyano is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with 9 years of industry experience. He has worked at BBVA in various capacities since 2014 and was previously with PNC from 2021 to 2024. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm’s investment approach combines strategic and tactical asset allocation, emphasizes non-discretionary client control over trades, and incorporates an international focus leveraging BBVA S.A.’s research and third-party models.

Delvis Llanes is a financial advisor with Dynamic in Miami, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Arrow Wealth Management, since 2013. Outside of his advisory work, 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 other advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of investment management and support services, with a particular focus on serving other registered investment advisers.