Plantation, FL S. Pine Island Road Office

Joel Palatnik is a financial advisor at Modern Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LWM Advisory Services, LPL Financial, and Raymond James Financial. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a combination of model portfolios and third-party managers.

Valeria Ortega is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. She is an owner and president of a retirement benefits consulting business unrelated to investments. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment committee and a variety of portfolio management strategies.

Marco Bohorquez is a financial advisor with Modern Wealth Management, LLC in Plantation, FL, holding Series 63 and Series 66 licenses and over 21 years of industry experience. His career includes prior roles at LWM Advisory Services, LLC, LPL Financial, BB&T Investment Services, and other firms. He serves on the Law Enforcement Advisory Board for the City of Sunrise and is currently running for a City of Sunrise commissioner seat. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with a focus on individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and offers a range of financial planning, investment management, and affiliated tax, estate, and insurance services.

Claudia Rubenstein is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 credentials and having 16 years of industry experience. Her prior roles include positions at LWM Advisory Services, LLC, LPL Financial, and John Hancock. Rubenstein has a non-variable insurance business activity. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering a range of investment management, financial planning, and related tax, estate, and insurance services.

Sonja Koppenwallner is a financial advisor with Modern Wealth Management, LLC, holding CFP® and Series 66 credentials and 21 years of industry experience. She previously worked at LWM Advisory Services, LLC, LPL Financial, LLC, and Ameriprise. Koppenwallner participates as a notary public and was a participant in a Johnson & Johnson coronavirus study. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across around 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and related services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Tony Dubose is a financial advisor at Modern Wealth Management, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at LWM Advisory Services, LLC and Legacy Wealth Management Inc. Outside of his advisory role, Dubose is a contract commercial pilot. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans using a centralized investment process supported by model portfolios, third-party managers, and various planning services.

Barbara Sacharow is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and 21 years of industry experience. Her prior work includes roles at LWM Advisory Services, LLC, LPL Financial, and Ameriprise. She has involvement with a business named The Wolf Cry, Inc., which is not held out to the public. 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 provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and various third-party management tools.