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 based in Jacksonville, FL, holding Series 65 and Series 66 licenses with over 15 years of experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley, as well as leadership at Latinpago and Duque Investment Group. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, while also serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach, conducting due diligence and oversight of sub-advisers and offering additional services such as private fund administration and corporate management.

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.

Hugh Moore is the principal advisor at Moore Financial Planning Advisors, LLC in Davie, FL, with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonies of Hope. Outside of financial advising, he serves as the CEO and insurance agent of Interactive Financial Network, Inc., an insurance services business he has led since 1993, and also provides tax preparation and advisory services through IFN Business & Tax Services, LLC. Moore Financial Planning Advisors, LLC is an independent, fee-based firm serving primarily individual clients with financial planning, cash-flow management, qualified plan consulting, and portfolio management. The firm employs a meeting-driven client process and uses fundamental, technical, and cyclical analysis to guide investment decisions, offering both discretionary and non-discretionary management, including use of the Betterment for Advisors platform and referrals to third-party managers.

Eileen Mouly is a CFP® with 40 years of experience in financial advisory services. She is the principal and sole advisor at Mouly Financial Management, Inc., where she has worked since 1991. Her prior experience includes roles at Singer Xenos Securities Corp and Supreme Alliance LLC. In addition to her advisory work, she is a licensed insurance agent and a certified public accountant. Mouly Financial Management provides tailored investment management and financial consulting to individuals, high net worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes client-specific asset allocation and diversification, managing accounts primarily on a non-discretionary basis with approval required for transactions.

Jubin Keyvan is a CFP® professional with 33 years of experience in the financial services industry. He is the president of Profitable Financial Strategies and has held roles at American Portfolios Financial Services and OSAIC. Keyvan also serves as a board member and treasurer for the South Florida Financial Planning Association chapter. Profitable Financial Strategies provides customized financial planning, quantitative analysis, and investment consulting to a small client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of services focused on tailored financial plans without discretionary portfolio management, and operates as a licensed insurance agency alongside its advisory activities.

Zachary Wolfson is a financial advisor with Wolfson Private Wealth, LLC in Ft. Lauderdale, FL. He holds a Series 66 designation and has seven years of industry experience. Prior to founding his independent practice in 2021, he worked at Edward Jones for three years and has experience in real estate through roles at K Co Realty and MoPat Properties. Wolfson Private Wealth provides discretionary portfolio management, financial planning, and consulting services to individuals and small businesses. The firm employs a variety of investment strategies across a broad range of asset types, including traditional securities, real estate, private placements, structured products, and derivatives, typically managing accounts on a tailored, discretionary basis.

Jyote Patel is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Harbor Wealth Management in Fort Lauderdale, FL. Prior to founding Harbor Wealth Management in 2016, Patel has operated Create A Bela Life Coaching since 2013, offering well-being and empowerment life coaching services. Harbor Wealth Management provides investment management services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs an asset-class allocation strategy with long-term, low-turnover portfolios, utilizing Buckingham’s Structured Investing Advantage program and Dimensional Fund Advisors sub-advised funds, while managing client assets primarily on a non-discretionary basis.

Sherman Steele is the sole advisor at Steele Asset Management, an independent firm based in Fort Lauderdale, FL. He holds a Series 65 designation and has 20 years of industry experience, having operated his firm since 1995. Steele Asset Management is a fee-based advisory firm managing approximately $45.4 million in assets. The firm offers discretionary asset management, hourly financial planning, and advisory services primarily for individuals, trusts, estates, and pension and profit-sharing plans, with a focus on one-on-one client consultations and portfolio management under discretionary authority.

Andrew Acosta is the sole advisor at Acosta Capital Advisors in Hollywood, FL. He holds a Series 65 designation and has experience working at Arkstone Wealth Advisors LLC and Paramount Residential Mortgage Group, where he is currently employed. Acosta Capital Advisors is a newly formed investment advisory firm providing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, charting, and cyclical analysis, and tailors portfolios based on clients’ cash flow, tax exposure, real estate and business interests, and behavioral tendencies.

John Crocker is a financial advisor with Crocker Capital, LLC in Cooper City, FL, holding a Series 65 designation and 10 years of industry experience. He previously worked at Crocker, White & Frishberg Insurance Agency and Elisea Frishberg Advisory Group, and was involved with Financial Media Global Florida, LLC. Outside of his advisory role, he participates as an independent sales affiliate with GIVERS University-CA LLC, which distributes nutrient dense food products and training courses. Crocker Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines fundamental, technical, and cyclical analysis with a value-oriented, strategic asset allocation approach and offers educational programs including multi-week option courses and public workshops.

Sam Curmaci is the sole advisor at SAC Investment Management LLC in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Leigh Baldwin & CO., LLC for over two decades before founding his current firm. SAC Investment Management provides discretionary wealth management, integrated financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $68 million in client assets, focusing on customized portfolios with a fundamental analysis approach and long-term orientation, including services for retirement plan sponsors not commonly offered by similarly sized advisors.

Amaury Sanchez Cifuentes is a CFP® professional with 24 years of experience in the financial industry. He is affiliated with Azzendo Wealth Advisors and has held roles at Cathy Pareto & Associates Inc. and Alterra Home Loans, where he serves as a non-producing branch manager. Outside of his advisory work, he is president and sole owner of First Alliance Mortgage Corp., a mortgage lending company. Azzendo Wealth Advisors provides tailored investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using fundamental and technical analysis, managing approximately $141 million in assets for about 110 client accounts.

I serve women in tech nationwide who want clear, tax-smart guidance for their equity compensation and long-term wealth. My clients navigate demanding careers, complex RSUs and stock options, and sometimes life transitions, and they want a partner who makes their financial life feel easier. As a fee-only fiduciary and founder of Valoria Wealth Management, I help women across the United States confidently manage: • RSUs, ESPPs, ISOs, NQSOs • Tax-efficient planning and investing • Cash flow and lifestyle design • Retirement and financial independence planning • Career transitions, promotions, and liquidity events I simplify complexity, remove the overwhelm, and help women build real wealth so they can protect their time, expand their opportunities, and design a life with more freedom and purpose. If you are a woman in tech looking for a clear, strategic, and empowering approach to your finances, I would love to support you wherever you live in the United States. Welcome to Valoria Wealth Management! Maria

Joseph Forsyth is a financial advisor at Vaquita Sun, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Aft, Forsyth And Company, Inc. and Aft, Forsyth & Sober, LLC. Vaquita Sun, Inc. is a solo advisory practice providing discretionary, custom-tailored portfolio management primarily for individual and trust clients. The firm employs a concentrated equity and fixed-income investment approach, supplemented by third-party managers and model-based strategies through a sub-advisory program administered by SEI Investments Management Corporation.

Mark Elderkin is the principal of Elderkin Wealth Management LLC in Fort Lauderdale, FL. He holds a Series 65 credential and has one year of experience in financial advising. He is also the CEO of Family Powered Networks LLC, an advertising agency he founded in 2006, and co-owner of Bennett Elderkin Inc., a holding company established in 2008. Elderkin Wealth Management LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach includes fundamental analysis and customized asset allocation, with strategies such as long-term and short-term purchases, trading, and option writing.

Vinay Desai is a financial advisor at ServePoint Capital LLC in Pembroke Pines, FL, holding a Series 65 designation with over a decade of industry experience. His prior work includes roles at Truist Securities and Suntrust Robinson Humphry, Inc., as well as operating Desai Capital since 2020. ServePoint Capital provides discretionary asset management services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities, including pooled and institutional mandates. The firm employs a performance-based compensation model and an investment approach that integrates fundamental, technical, charting, and cyclical analyses, utilizing active trading strategies such as options, derivatives, and margin within its discretionary authority.

Donald Fallenbaum is a financial advisor at Fallenbaum CPA & Advisors, LLC in Sunrise, FL, with 21 years of industry experience. He holds a Series 66 designation and has served as president of Fallenbaum CPA & Wealth Management, LLC since 2009. He has also been chairman of the board for the Tamarac Chamber of Commerce, a nonprofit business organization. Fallenbaum CPA & Advisors, LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis tailored to client objectives. The firm integrates investment advisory services with accounting and tax work, a combination that is uncommon among independent advisory firms.

Kenneth Feyers is a financial advisor with Safety of Principle Wealth Management, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Safety of Principle Wealth Management since 2007 and is also the owner and a licensed insurance agent for Safety of Principle, Inc., which sells fixed annuities, life insurance, and long-term care policies. Additionally, he is involved in tax preparation in partnership with Joshua Feyers. Safety of Principle Wealth Management provides ongoing portfolio management and financial planning for individual and high-net-worth clients, focusing on non-discretionary asset management. The firm employs a fundamental analysis approach and long-term purchase strategy, using customized Investment Policy Statements to guide asset allocation across various investment vehicles.

Brandon Yee is a financial advisor at Emergent Fortuity Financial, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Emergent Fortuity Financial provides ongoing portfolio management and investment advice primarily to individual clients, tailoring portfolios according to client goals, risk tolerance, and time horizon. The firm employs a variety of analytical methods and maintains a long-term trading approach while allowing clients final control over trade executions.