Lucas Sacerdote is a financial advisor at Valora Investment Group LLC with a Series 65 designation and experience in both investment management and private investing since 2021. His prior work includes roles at KIG Investment Management and Morgan Stanley. Valora Investment Group LLC is a newly registered independent adviser offering asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis across a variety of investment instruments and provides tailored, discretionary management when authorized.

Stephanie Campos is a CFP®-certified financial advisor with 15 years of industry experience. She is the principal at Campos Financial LLC, an independent firm based in Miami, FL, and also manages a real estate company, Campos Real Estate LLC. Prior to founding Campos Financial, she worked at Origin Financial and has experience outside of the financial industry. Campos Financial provides financial planning and discretionary portfolio management primarily for individuals and families, as well as small business owners, trusts, foundations, and other institutional clients. The firm employs a low-cost, diversified ETF and asset-allocation approach with periodic monitoring and rebalancing, and coordinates with outside sub-advisors for individual stock or bond management as needed.

Charles Green is a financial advisor at Sensible Wealth Management, Inc. in Miami, FL, with 16 years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2017, following prior roles at Equity Services Inc and National Life Group. Outside of his advisory work, he is the owner and president of Sensible Health Plans & Benefits Inc., which sells health and supplemental health insurance. Sensible Wealth Management provides investment advisory and consulting services to individuals, employee benefit plans, trusts, estates, and business entities. The firm typically manages accounts on a discretionary basis, tailoring asset allocation using fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers services including pension consulting and third-party investment adviser recommendations.

Jonathan Cornish is a CFA charterholder and principal of 38x Holdings Inc with four years of industry experience. He previously worked at UNC Management Company for six years. Outside of finance, he teaches tennis part-time at a sports facility in New York. 38x Holdings Inc is an independent advisory firm that provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations. The firm focuses on fundamental equity analysis and non-U.S. securities, employing both long-term positions and higher-risk strategies such as short sales and margin transactions.

Michael Jennings is a Series 65-licensed advisor at C2C Private Wealth, LLC with one year of industry experience. He has held roles at Competitive Edge Services, Inc., Beacon Street Real Estate Partnership, LLC, and Absolutely American, Inc. outside of his current position. C2C Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, small business owners, trusts, estates, charitable organizations, and retirement plans. The firm also offers Family Office services for high-net-worth households and specializes in alternative real estate investments, private placements, and pension consulting, emphasizing tailored planning, active management, and coordination with clients’ tax and legal advisors.

Edgar Nava is a financial advisor at Grove Wealth Management, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. He is the President and a shareholder of Winestico Consultants LLC, a business consulting firm. Nava has held roles at Grove Wealth Management since 2015. Grove Wealth Management provides discretionary portfolio management and financial planning services to individual and business clients, employing a combination of fundamental and technical analysis. The firm uses a broad range of investment tools, including equities, bonds, derivatives, and alternative portfolios, and it is noted for performance-based fee arrangements and volatility-based strategies involving the VIX and options/futures markets.

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.

Alexander Nelson is a financial advisor at Brice Financial Advisors Inc in Miami, FL, holding a Series 65 designation with nine years of industry experience. He previously worked at Brice Financial Services from 2011 to 2023. Outside of advisory work, he serves as a general agent and principal of Brice Financial Services, an insurance agency providing health, life, disability, and long-term care insurance to individuals and small businesses. Brice Financial Advisors Inc serves individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations with investment management and comprehensive planning. The firm employs a value and yield investment approach focused on fundamental, bottom-up analysis, and incorporates fixed-income strategies with an emphasis on dividend yield and low portfolio turnover.