LWM Advisory Services, LLC

Joel Palatnik is a financial advisor with LWM Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with LWM Advisory Services since 2015 and also worked with LPL Financial during the same period. LWM Advisory Services provides portfolio management, financial planning, consulting, and separately managed account services to individuals, retirement plans, businesses, trusts, and institutional clients. The firm employs a disciplined, consultative investment process combining proprietary asset-allocation models with third-party research and is currently winding down operations while transitioning client accounts to a successor adviser.

Valeria Ortega is a financial advisor at LWM Advisory Services, LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Modern Wealth Management, LLC, LPL Financial LLC, Kovack Advisors, Inc., and Nationwide Investment Services Corporation. Ortega is the owner and president of a non-investment related retirement benefits consulting business. LWM Advisory Services serves individuals, retirement plans, businesses, trusts, and institutional clients with portfolio management, financial planning, and consulting services. The firm employs a disciplined, consultative process that integrates proprietary asset-allocation models and third-party research, and it is currently winding down operations while transitioning clients to a successor adviser.

Marco Bohorquez is a financial advisor with LWM Advisory Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at LWM Advisory Services since 2016 and also spent ten years at LPL Financial LLC. Marco serves as a board member on the Law Enforcement Advisory Board for the City of Sunrise and is a candidate for the City of Sunrise Commissioner seat. LWM Advisory Services provides portfolio management, financial planning, consulting, and separately managed account services to individuals, retirement plans, businesses, trusts, and institutional clients. The firm uses a consultative, data-driven investment approach and is in the process of transitioning client accounts to a successor adviser while winding down operations.

Claudia Rubenstein is a financial advisor with LWM Advisory Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at firms including LPL Financial and John Hancock and has been with LWM Advisory Services since 2019. LWM Advisory Services serves individuals, retirement plans, businesses, trusts, and institutional clients with portfolio management, financial planning, consulting, and separately managed account services. The firm employs a disciplined consultative process using proprietary asset-allocation models combined with third-party research and is currently winding down operations while transitioning client accounts to a successor adviser.

Sonja Koppenwallner is a CFP® with 20 years of experience in the financial industry. She is currently with LWM Advisory Services, LLC, where she has worked since 2014, and previously worked at LPL Financial from 2010 to 2026. Koppenwallner is a notary public and has participated in a coronavirus study conducted by Johnson & Johnson. LWM Advisory Services serves individuals, retirement plans, businesses, trusts, and institutional clients with portfolio management, financial planning, consulting, and separately managed accounts. The firm uses a disciplined, consultative process incorporating proprietary asset-allocation models and third-party research, and is currently winding down operations while transitioning clients to a successor adviser.

Tony Dubose is a financial advisor with LWM Advisory Services, LLC, holding a Series 63 credential and over 30 years of industry experience. He has worked at LWM Advisory Services since 2014 and previously at LPL Financial for nearly three decades. Outside of his advisory role, Dubose has experience as a contract commercial pilot. LWM Advisory Services serves individuals, retirement plans, businesses, trusts, and institutional clients with portfolio management, financial planning, consulting, and separately managed account services. The firm employs a disciplined, consultative process combining proprietary asset-allocation models with third-party research and is currently transitioning client accounts to a successor adviser as it winds down operations.

Barbara Sacharow is a financial advisor with LWM Advisory Services, LLC, holding a Series 66 designation and over 20 years of industry experience. She has worked with LWM Advisory Services since 2014 and had a concurrent tenure at LPL Financial until 2026. Outside of her advisory work, she is involved with The Wolf Cry, Inc., a private corporation based in Plantation, FL. LWM Advisory Services provides portfolio management, financial planning, and consulting services to individuals, retirement plans, businesses, trusts, and other institutional clients. The firm employs a disciplined, consultative approach that integrates proprietary asset-allocation models with third-party research and offers multiple program structures while currently winding down operations and transitioning client accounts.