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.

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 the sole advisor at Sun Creek Holdings LLC, an independent firm based in Coral Gables, FL. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he manages properties for real estate-owning companies, handling tenant relations and other management duties. 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 implements portfolios using a range of investment vehicles and operates with discretionary authority, focusing on a small client roster and institutional 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 with 32 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at BCI Securities and JP Morgan Chase Bank NA, where he worked from 2016 to 2022. 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 portfolio management, limited financial planning, family office advisory, and retirement plan advisory services with a focus on customized asset allocation and portfolio construction, employing both discretionary and non-discretionary management approaches.

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 with a Series 65 designation and one year of industry experience. She also serves as CFO at Eden Plastic Surgery in Miami, a non-investment-related role she has held since 2021. Prior to her current advisory position, she worked as an Employee Housing Development Advisor for Mamuda Group of Companies. Omnicap Wealth Partners LLC is a newly registered investment adviser offering discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies based on fundamental and cyclical analysis and provides ongoing monitoring with at least quarterly reviews.

Natalia Rodriguez is a financial advisor at Thureos Asset Management LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including TD Private Client Wealth LLC, Santander Bank, and MFS Institutional Advisors. She has been with Thureos Asset Management since 2020. Thureos Asset Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm manages approximately $28 million in assets, using a blend of fundamental, technical, and charting analysis to guide portfolio decisions within a discretionary mandate.

Francisco Madariaga is a financial advisor at Todo Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Todo Capital since 2015. Outside of his advisory role, Mr. Madariaga serves as a consultant and manager for Ningaloo LLC, where he dedicates significant time analyzing financial markets and economic data. Todo Capital provides investment management and advisory services to high-net-worth individuals, families, corporations, trusts, and institutions. The firm employs a disciplined, model-driven asset allocation approach to construct diversified portfolios tailored to clients’ risk tolerance and objectives, with a notable specialization in serving 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 has previously worked at Credit Suisse and Morgan Stanley. FIGA Capital Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis alongside modern portfolio theory, managing assets with both discretionary and non-discretionary strategies.

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 a Series 65 credential. He has five years of industry experience, including prior roles at Oceanus Research LLC, Rock Plaza Capital Limited, Chance Capital Management, and Yiheng Capital. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm combines fundamental thematic research with proprietary data science and systematic strategies to manage diversified portfolios that may include equities, fixed income, ETFs, and publicly traded derivatives.

Carlos Klemprer is a financial advisor at Sancus Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Avanza Capital Markets, Inc. from 2014 to 2021. Outside of his advisory role, he serves as managing member of several family investment holding companies and acts as registered agent for a family-owned offshore business that promotes reading events and sells books. Sancus Wealth Management LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and implements diverse strategies across multiple asset classes, reviewing accounts at least quarterly.

Alexander Nelson is a financial advisor with Brice Financial Advisors Inc in Miami, FL, holding a Series 65 designation and nine years of industry experience. He has been a general agent and principal of Brice Financial Services, a health, life, disability, and long-term care insurance agency, since 2011. Nelson has worked at Brice Financial Advisors Inc since 2023. Brice Financial Advisors Inc serves individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a value/yield investment approach centered on fundamental, bottom-up analysis and emphasizes dividend yield and a conservative fixed-income strategy while offering pension consulting and Individual 401(k) procurement services.

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.