Adrian Perez De Vargas Munoz is a CFA® charterholder based in Miami, FL, with one year of experience at BBVA Global Wealth Advisors, Inc. He has an extensive background at BBVA, having held various roles there since 2016. 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 process incorporates client risk profiles aligned with guidance from BBVA S.A.’s Global Wealth Investment Committee and utilizes a mix of strategic and tactical asset allocation, with clients generally retaining final trade approval.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked for Bolton Securities Corporation and Bolton Global Capital for 12 years. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapy business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing various platforms and third-party managers to implement investment strategies.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 credential and has worked previously at Singer Wealth and ToYourDoorMedical. Mission Wealth Management, LP is a multi-team advisory firm serving high-net-worth individuals, families, and institutional clients including non-profits and pension plans. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model tailored to client complexity and asset size.

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.

Michael Kirshon is a financial advisor with ValMark Advisers, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2002 and has been operating his own advisory practice since 2000. Outside of advising, Kirshon maintains a law practice focused on trusts, estate planning, and probate, and he is co-managing member of Safety Shutdown, LLC, a company holding an intellectual property patent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs including the ACCESS wrap platform and Charles Schwab managed accounts.

Milton Ceotto is a CFA® charterholder with seven years of industry experience, currently affiliated with Bolton Securities Corporation in Weston, FL. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021 and has prior experience with Wells Fargo Clearing and Ameriprise Financial Services. Milton is also a co-owner of family-related real estate holding companies 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 or trusts. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios to client goals using a range of securities and investment vehicles.

Juan Baca is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at Insigneo Securities LLC and PNC Investments. Outside of his advisory role, he is a co-owner of Diaz Coffee Distribution LLC, a semi-truck equipment rental 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 with a non-discretionary investment approach that incorporates strategic and tactical asset allocation based on detailed investor risk profiles and research from BBVA S.A.’s Global Wealth Investment Committee.

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 with Provenance Wealth Advisors holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including roles at Raymond James Financial Services and multiple family trust and estate positions. He is also involved in coaching and consulting within the financial services industry. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning using a variety of investment strategies and custodial platforms.

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 at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential with two years of industry experience. He previously worked at BBVA Switzerland for two years and Banco Sabadell SA for six years. 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 aligned with client risk profiles and leverages both BBVA S.A.’s global investment resources and selected third-party models.

Giovanni Corrado is a financial advisor with BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 credential and with two years of industry experience. He has previously worked at Republic Capital Adviser LLC, Gerson Lehrman Group Inc., Bloomberg LP, and Franklin & Marshall College. Outside of his advisory work, Corrado is involved in RegTech consulting through expert networks and owns a holding company that receives consulting income from these activities. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a non-discretionary approach, where clients retain final decision authority. The firm’s investment process incorporates strategic and tactical asset allocation guided by BBVA S.A.’s Global Wealth Investment Committee and selected third-party models, with an emphasis on international investment solutions.

Kevin Kelly is a financial advisor with Advisors Capital Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Verition Fund Management for three years before joining Advisors Capital Management in 2018. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to both individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, utilizing a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

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.

Jesus Corao Guma is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Santander Securities since 2017 and has been associated with Santander International Private Banking since 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and other financial services through a managed-account platform with third-party investment managers and emphasizes ongoing suitability reviews and compliance oversight.

Allen Giese is a ChFC® and Series 66-registered advisor with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2026, following a 26-year tenure at Northstar Financial Planners, Inc. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates traditional investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Evan Dunayer is a financial advisor at Provenance Wealth Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and RSM US LLP. Provenance Wealth Advisors, LLC provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning with both discretionary and non-discretionary mandates across multiple custodial platforms.

Barbara Luis is a financial advisor with Northern Trust Securities, Inc. in Miami Beach, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to discretionary portfolio management, combining proprietary and third-party investment products delivered through the Fidelity Managed Account Xchange (FMAX) platform.

Fernando Llop is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at MissionSquare Retirement since 2015. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement specializes in administering deferred compensation and qualified retirement plans for state and local government employers, their employees, and certain non-profit entities. The firm’s Guided Pathways Advisory Services use Morningstar Investment Management’s models and methodologies to provide personalized investment advice within MissionSquare-administered accounts.

Michael Jordan is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has nine years of industry experience, including roles at Sterling Global Wealth Management, BlackPoint Capital Partners, and GWM (USA) LLC. He is currently managing partner at BlackPoint Capital Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning solutions. The firm is notable for its formal pension-transfer services tailored to U.K. nationals and its network of independent advisory representatives offering layered service arrangements.