Michael Steven Jaffee

Stuart Chamberlin Jr. is a financial advisor with three decades of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor, where he has served clients since 2020. He is also the owner of Chamberlin Financial Inc., an insurance agency he founded in 2013, through which he offers fixed and life insurance products. Stuart holds the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. He is currently licensed as a Series 65 Investment Advisor Representative and maintains active Life, Health, and Annuity insurance licenses. His previous securities registrations include Series 7, Series 63, and Series 24 (Securities Principal). Sound Income Strategies manages approximately $4.5 billion in assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers discretionary asset management, financial planning, and insurance planning through affiliated channels.

David A. Lurch is a financial advisor with David Lurch LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Prior to founding his own firm in 2024, he worked at UBS Financial Services Inc. for 11 years. He serves on the board of directors for the Miami Yacht Club, a nonprofit organization. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a blend of fundamental, quantitative, technical, and charting analyses within a modern portfolio theory framework, employing both long-term and active trading strategies across a variety of investment products.

Luciano Duque is a financial advisor at Sardona Global Advisors LLC in Aventura, FL, holding Series 65 and Series 66 licenses with four years of industry experience. His work history includes roles at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach with client-specific investment policy statements, focusing on due diligence and oversight of sub-advisers while managing portions of client assets directly.

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Ivan Mendoza is a financial advisor at Mendoza Private Wealth in North Miami, FL, with 26 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and previously worked for Wells Fargo Advisors for eight years. Mendoza Private Wealth is an independent firm offering fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides customized, typically discretionary portfolio management using a tactical allocation approach and serves in formal ERISA fiduciary roles for institutional plan clients.

Bruce Konners is the sole advisor at Envision Asset Management, Inc., an independent firm based in Plantation, Florida. He holds the CFA® designation and Series 66 license, with 17 years of industry experience. His prior experience includes roles at Cathy Pareto & Associates Inc. and Bluekey Personal Wealth Planning. Outside of his advisory work, he is involved as a director and volunteer with the University of Florida Hillel. Envision Asset Management serves individual, corporate, and institutional clients, offering portfolio management and financial planning through a boutique, one-advisor model. The firm combines traditional asset-based arrangements with a subscription-style engagement and supplements client communication with periodicals and newsletters.