Brenda Carey is a financial advisor at Valley Wealth Managers, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. Brenda is currently associated with Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion across a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process incorporating tactical allocations and a proprietary Valuation Analysis to guide equity selections, offering discretionary portfolio management and a range of financial planning and wrap fee programs.

Maria Dontsis is a CFP® with 11 years of industry experience. She is currently with A.G.P. / Alliance Global Partners and previously worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across a multi-team platform.

Adriana Botero Bobulsky is a financial advisor with CV Advisors LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for six years and has held roles at Charles Schwab and Northwestern Mutual. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, and various qualified entities, typically those with $50 million or more in investable assets. The firm employs a top-down asset allocation combined with bottom-up security selection, including fixed income, ETFs, alternatives, and private investments, and provides both discretionary and non-discretionary portfolio management.

Armando Urena is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Lehman Brothers Inc. Urena serves on the board of Autism Speaks, participating in fundraising activities on a volunteer basis. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs, utilizing a multi-team approach with institutional capabilities and a range of investment tools.

Ricardo Maulini Jr. is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Prior to joining Insigneo in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2014 to 2021. He is also the owner of RMC Global Portfolio Management Inc., a non-securities-related business entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, including multi-asset portfolios, third-party manager oversight, and private placement advisory, utilizing a range of investment strategies and asset classes.

Adam Indianer is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2020. Prior to that, he was employed at Celebrity Sweat and Cowen and Company, LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Arturo Vasquez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez maintains a fixed life insurance license, obtained in 2019, though he currently does not actively conduct sales in this area. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party strategies, emphasizing a primarily long-term approach while allowing for various investment techniques.

Sheldon Black is a financial advisor at B. Riley Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for 10 years. Outside of his advisory role, he owns a business that provides notary services and conducts focus group surveys. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Karen Quijano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Itau International Securities, Banco Itau International, and Intl FCStone Securities Inc. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using proprietary investment guides and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Johanna Haza is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of finance, she is active as a fashion blogger, stylist, and participates in affiliate marketing and direct sales for beauty and fashion products. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios, often utilizing third-party managers and a broad range of investment tools.

Christopher Widing is a CFP® with 20 years of experience in the financial industry. He is currently with Choreo, LLC and previously worked for seven years at BDO Wealth Advisors, LLC. Widing holds Series 63 and Series 65 licenses. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts, direct indexing, and private funds.

Arnaldo Rego is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is connected to a family-owned business in São Paulo. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial and estate planning services.

Santiago Aboal Alvarez is a CFA® charterholder with 12 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within the Insigneo group as well as at CITI International Financial Services LLC. His work spans multiple entities within the Insigneo organization. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combined approach of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

Michael Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Triad Advisors LLC, OSAIC Wealth Inc, and Investacorp Inc. His background also includes six years at Akerman, LLP. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment strategies across a broad range of asset classes, utilizing both proprietary and third-party approaches.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Citigroup Global Markets, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes a range of proprietary and third-party investment strategies and platforms to implement client portfolios.

John Romanach is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Insigneo Securities LLC and Insigneo Advisory Services LLC since 2021, and was previously with Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances across global asset classes.

Alexander Ruiz is a financial advisor at GenTrust with 17 years of industry experience. He holds the Series 66 designation and has been with GenTrust since 2011, following three years at Merrill. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management, and it incorporates AI-enabled tools alongside human oversight in its investment process.

Heyneer Mora is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Miura Capital, LLC, Wells Fargo Clearing, and Banc of America Investment Services, Inc. Mora is also manager and member of Mora Financial Services LLC, a pass-through entity used for personal accounting purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.