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.

Kevin Dziubela is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. Outside of his advisory role, he owns Tempus Wealth Management, a financial services business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

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.

Matthew Hinkle is a CFP® professional with one year of experience at Hinkle Financial Services LLC. He has been a partner at Hinkle, Rhine & Root LLC, an accounting firm, since 2022 and previously worked at Hinkle, Richter & Rhine LLP for 14 years. Hinkle Financial Services LLC provides referral and advisory services by placing clients with third-party money managers and offering comprehensive financial planning and hourly consultations. The firm does not manage client portfolios directly but emphasizes selecting external registered managers and focuses on solicitor arrangements and hourly planning engagements.

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 at Wolfson Private Wealth, LLC in Ft. Lauderdale, FL, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Edward Jones and real estate-related firms prior to founding his current independent practice. Wolfson Private Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals and small businesses. The firm employs a range of investment strategies across a broad investable universe, including traditional securities, real estate, private placements, structured products, and derivatives, with accounts typically managed on a discretionary basis and monitored regularly.

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.

Ryan Wolpert is the sole advisor at Gateway Capital Management in Parkland, FL, holding a Series 65 license with 15 years of industry experience. He has worked at Lopez Levi Lowenstein Glinsky P.A. and operated Wolpert & Associates, P.A. for over a decade. In addition to his advisory work, Wolpert maintains a separate accounting practice and is a Certified Public Accountant. Gateway Capital Management is an independent registered investment adviser providing discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs multiple analytical methods and offers tailored investment solutions with regular account reviews.

John Crocker is a financial advisor at Crocker Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Crocker Capital since 2019, following roles at Crocker, White & Frishberg Insurance Agency and Elisea Frishberg Advisory Group. Outside of finance, Crocker is involved with GIVERS University-CA LLC as an independent sales affiliate, assisting in the sale and distribution of nutrient dense food products and training courses. Crocker Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, long-term investment approach that integrates fundamental, technical, and cyclical analysis while also offering a range of subscription-based educational products and a formal mentoring program.

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 25 years of industry experience. He is the sole advisor at Azzendo Wealth Advisors and has held roles at Cathy Pareto & Associates Inc. and Alterra Home Loans, where he currently serves as a non-producing branch manager. Outside of advisory work, he is president and owner of First Alliance Mortgage Corp and manages several real estate holding companies. Azzendo Wealth Advisors is an independent SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, comprehensive financial planning, and manager selection services, employing customized investment strategies and ongoing account monitoring.

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

Douglas Bennett is an investment adviser with Big Blue Investors, LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to founding Big Blue Investors in 2023, he worked at Vontobel Asset Management, Inc. and Vontobel Distributors LLC from 2012 to 2022. Big Blue Investors, LLC provides discretionary asset management and retirement-account rollover advice to retail investors and small businesses, using a multi-method investment process that includes fundamental and technical analysis, strategic and tactical asset allocation, and options strategies. The firm serves both individual retail clients and institutional mandates and operates as a small, owner-managed firm with a single investment adviser representative.

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.

Fernando Recalde is a financial advisor with First Retirement Services LLC in Parkland, FL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at GWN Securities, Evershore Financial Services, Securian Financial Services, and Minnesota Life. Outside of advisory services, he is a licensed real estate agent involved in real estate sales. First Retirement Services LLC is a Florida-registered investment adviser serving individual and high-net-worth clients with portfolio management, investment analysis, and fixed-fee financial planning. The firm employs a model-driven approach incorporating quantitative, fundamental, technical, cyclical, and economic analysis for discretionary trading and ongoing portfolio reviews.