Elaine King Fuentes is a CFP® professional with nine years of experience in financial advising. She founded and operates Family and Money Matters, where she provides comprehensive financial planning and investment management services. Her prior experience includes roles at Wealth Solutions Family Office. Family and Money Matters serves a small number of high-net-worth clients, many of whom are non-U.S.-based. The firm focuses on family-oriented financial planning and utilizes a fundamentally researched, passive investment approach, often incorporating third-party model managers and tailored portfolio restrictions.

Dakota Clark is a financial advisor with Clark Private Wealth, LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Axa Advisors, as well as seven years at Picasso Exotic Aquatics. Clark is also a licensed insurance professional, dedicating a small portion of his time to this activity. Clark Private Wealth provides discretionary investment management, comprehensive financial planning, and retirement-account consulting to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental-analysis approach with a long-term orientation, constructing portfolios from ETFs, individual equities, and bonds while using tactical trades for rebalancing, and manages approximately $7.2 million for about 22 clients.

Alfonso Balda is a financial advisor at Sun Creek Holdings LLC in Coral Gables, FL, with 14 years of industry experience. He holds a Series 65 designation and has managed Sun Creek Holdings since 2008. Outside of advising, he dedicates part of his time to property management activities for real estate companies. Sun Creek Holdings LLC provides discretionary investment supervisory services and financial planning primarily to trusts, corporations, pension and profit-sharing plans, and high-net-worth individuals. The firm employs fundamental analysis and client-specific Investment Policy Statements to guide portfolio management, typically handling a small client roster with institutional and high-net-worth relationships.

Alejandro Fernandez is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with Alternative Finance LLC, an independent firm he joined in 2024, following five years at Edward Jones and three years at Cintas Corporation. Alternative Finance LLC offers written financial planning and investment advice to individuals and high-net-worth clients, using a multi-disciplinary investment approach that incorporates various analytical methods. The firm employs a subscription-based fee structure and does not take discretionary authority or custody of client accounts.

James Dean is a financial advisor at Guardant Wealth Advisors LLC in Miami, FL, with 32 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Bci Securities and JP Morgan Chase Bank. Guardant Wealth Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolio management, family office advisory, and retirement plan services utilizing a range of investment strategies and primarily manages assets on a non-discretionary basis.

Alexander Byfield is a financial advisor with Arkhe Wealth Management in Miami, FL. He holds a Series 65 credential and has one year of industry experience. Prior to founding Arkhe Wealth Management, he worked at Turner & Townsend and CBRE. In addition to his advisory role, he serves as a Senior Project Manager at Turner & Townsend in Bogotá, Colombia, and is an Alternate Member of the Board of Directors for Grupo Incap S.A., a manufacturing company. Arkhe Wealth Management primarily serves non-U.S., Spanish-speaking clients from Latin America seeking access to U.S. financial markets and diversification from regional and currency risks. The firm employs a long-term, fundamentals-driven, core-satellite investment approach using broad-market ETFs and large-cap equities, offering discretionary and non-discretionary management alongside financial consulting and planning.

Zeinab Alamin is a financial advisor at Omnicap Wealth Partners LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to founding Omnicap, she served as CFO at Eden Plastic Surgery, a medical practice where she continues in an executive role. Omnicap Wealth Partners LLC is an independent firm offering discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies, including fundamental and cyclical analysis and modern portfolio theory, with ongoing client monitoring and flexible fee structures.

Natalia Rodriguez is a financial advisor at Thureos Asset Management LLC in Miami, FL, with 11 years of industry experience. She holds a Series 66 designation and has worked at TD Private Client Wealth LLC, Santander Bank, Santander Securities, and MFS Institutional Advisors. Thureos Asset Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporations, using a combination of fundamental, technical, and charting analysis to guide portfolio decisions. The firm manages approximately $28 million in assets and typically serves clients with account minimums of $500,000.

Francisco Madariaga is the sole advisor at Todo Capital, LLC in Key Biscayne, FL, holding a Series 65 designation with 11 years of industry experience. He founded Todo Capital in 2015 and has been its principal since then. Outside of his advisory work, Mr. Madariaga consults for Ningaloo LLC, a corporation he co-owns and manages. Todo Capital provides investment management and advisory services to high-net-worth individuals, families, corporations, trusts, and institutions. The firm uses a disciplined, model-driven asset allocation approach combining fundamental, technical, and charting analysis to create diversified portfolios tailored to client risk tolerance and objectives, with a notable focus on clients from Europe and Latin America.

Mauricio Pinto De Magalhaes is a financial advisor at FIGA Capital Management LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Credit Suisse, Morgan Stanley, and UBS Financial Services. Mauricio is based in Coral Gables, FL. FIGA Capital Management is an independent advisory firm serving a very limited client base with portfolio management and financial planning. The firm uses a combination of analytical methods and strategies, including non-discretionary management and access to a broad range of investment vehicles, with a notable focus on non-U.S. securities.

Thomas Ranney is the sole advisor at Forest Tree Capital, holding a Series 65 designation with two years of industry experience. He has been with Forest Tree Capital since 2019, following a seven-year sabbatical. Forest Tree Capital provides non-discretionary, project-based investment consulting to individuals, trusts, estates, charitable organizations, corporations, and other entities, primarily serving clients with market portfolios of at least $1 million. The firm uses a combination of fundamental, technical, cyclical, and macro analysis to deliver tailored recommendations without offering discretionary portfolio management or custody of assets.

Brenton Anderson is a financial advisor with Independent Wealth, LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Independent Wealth since 2020 and also serves as Chief Operating Officer for Simulacra, LLC, a recruiting firm. Independent Wealth, LLC serves a limited number of individual and family clients through a two-phase advisory model focused on comprehensive onboarding and optional subscription memberships for ongoing support. The firm provides non-discretionary, advisory-only services emphasizing written strategic plans and detailed risk disclosures, particularly around virtual currency and emerging technologies.

Kan Zhou is a financial advisor at Oceanus Capital Management with one year of industry experience. He holds the Series 65 designation and has previously worked at Chance Capital Management and Rock Plaza Capital Limited. Zhou is also affiliated with Oceanus Research LLC, where he has been involved since 2021. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm employs a combination of fundamental thematic research and proprietary data science to construct diversified portfolios that may include equities, fixed income, ETFs, and derivatives, often utilizing hedging and leverage strategies.

Robert Arnold is a CFA® charterholder with 15 years of industry experience. He is the principal advisor at Grayton Beach Capital, LLC and has prior experience with firms including CQS and TwentyFour Asset Management. Arnold serves as a Planning and Zoning Commissioner for the Walton County Board of County Commissioners. Grayton Beach Capital provides discretionary portfolio management focused on income portfolios and risk management and offers financial planning, small-business advisory, and outsourced fixed-income/credit services. The firm serves individuals, families, business owners, other registered investment advisers, and institutional investors, utilizing a tailored investment approach based on fundamental analysis and Modern Portfolio Theory.

Eric Pettus is a financial advisor at Pettus & Dawkins Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kovack Advisors, Inc. and Next Financial Group, Inc. Pettus is also involved in insurance sales, owning an agency that offers life, disability, long-term care, and health insurance products. Additionally, he owns businesses engaged in marketing, Christian media content, and land use consulting. Pettus & Dawkins Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm applies a broad range of analytical methods and provides ongoing monitoring while maintaining an affiliation with an insurance business through licensed agents.

Luis Dubon is a financial advisor at Anchor Advisory, LLC in Miami, FL, holding Series 63 and Series 65 credentials with 20 years of industry experience. He previously worked at Safra National Bank of New York for four years before joining Anchor Advisory in 2018. Anchor Advisory provides discretionary investment management and advisory services to individuals, high-net-worth individuals, trusts, and estates. The firm focuses on customized portfolios using primarily low-cost mutual funds and ETFs, employing a long-term investment process that integrates fundamental, technical, and cyclical analysis to guide asset allocation and portfolio management.

Julio Vidal Hernandez is a financial advisor with Vidal Wealth Management in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Julio works as an independent contractor for DoorDash, providing food delivery services. Vidal Wealth Management offers fee-based financial planning focused on retirement planning, debt reduction, budgeting, and financial goal-setting for individuals and families. The firm does not manage investment portfolios or hold custody of client assets, providing written plans and account reviews on a flat-fee basis.

Rafael Caseff Guimarães is a financial advisor at Longship LLC with a Series 65 credential. He has experience working at several firms including Monte Bravo Investimentos, Portfel Consultoria Financeira, and MN Investimentos. He has also been affiliated with the Centro Integrado Paulista de Ecocardiografia since 2015. Longship LLC is an independent investment adviser offering portfolio management and advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm uses a combination of third-party macroeconomic research and internal due diligence to create customized portfolios across various asset classes, managing accounts with or without discretionary authority.

David Sharek is the sole advisor at Shareks Stock Portfolios in Miami, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has led Shareks, LLC since 2008. Shareks Stock Portfolios is an independent, fee-based advisory firm managing approximately $10.9 million for around 19 clients, including individuals, businesses, institutions, and other advisors. The firm employs a discretionary, earnings-driven growth-stock system across three model strategies and offers subscription-based stock research, educational seminars, and public portfolio transparency uncommon among similar-sized independent advisors.

Nicholas Samuel is a Series 65-licensed financial advisor at Samuel & Associates Investment Management LP with five years of industry experience. Prior to founding his current firm in 2020, he worked at KPMG for two years. He also operates his own accounting practice as a licensed CPA. Samuel & Associates Investment Management LP provides portfolio management primarily to individual and high-net-worth clients, focusing on mutual funds, equities, ETFs, and venture capital funds. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to guide long-term investment decisions and offers discretionary management without a stated account minimum.