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.

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.

Christopher Budny is a CFP® professional with nine years of industry experience, currently affiliated with Brighton Jones LLC in Fort Lauderdale, FL. His prior experience includes roles at Beacon Pointe Advisors, Wescott Financial Advisory Group, and The Vanguard Group. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple operating brands. The firm offers a whole-balance-sheet approach, discretionary portfolio management, and access to private and public investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

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® 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.

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.