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

Connor Goodwin is a financial advisor at CG Capital Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside his advisory role, he is a licensed insurance producer involved in fixed and indexed annuity and life insurance sales. CG Capital Wealth LLC serves individual and business clients offering comprehensive financial planning, discretionary portfolio management, and insurance and annuity consulting. The firm focuses on a small client base, constructing diversified, cost-conscious portfolios primarily using exchange-traded funds and mutual funds with an emphasis on long-term investment and periodic rebalancing.

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.

Eduardo Saenz is a financial advisor with Quantic Advisors and holds a Series 65 designation. He has over eight years of experience in the financial services industry, including roles at High Tech Advisors, Mensa Advisors, and Hamilton Home Mortgage. Quantic Advisors, LLC provides portfolio management and investment advisory services to individuals and high-net-worth clients, focusing on individualized Investment Policy Statements and offering both discretionary and non-discretionary management across a range of investment vehicles. The firm’s investment process incorporates modern portfolio theory combined with fundamental, quantitative, technical, and charting analyses, including active options trading strategies.

Joseph Forsyth is the principal of Vaquita Sun, Inc. in Fort Lauderdale, FL, holding Series 63 and 65 designations with 24 years of industry experience. His prior roles include positions at AFT, Forsyth & Sober, LLC, Aft, Forsyth And Company, Inc., and Harvey Capital Management Inc. Vaquita Sun, Inc. is an independent firm providing discretionary, custom-tailored portfolio management primarily for individual and trust clients. The firm uses a combination of fundamental and macroeconomic analysis to build concentrated equity and fixed-income portfolios, and it supplements its offerings through sub-advisory relationships with third-party managers and SEI Investments Management Corporation.

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.

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 the sole advisor at ServePoint Capital LLC, an independent firm based in Pembroke Pines, FL. He holds a Series 65 designation and has prior experience at Truist Securities and Suntrust Robinson Humphry, Inc. Vinay has also operated Desai Capital since 2020. ServePoint Capital provides discretionary asset management services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a performance-based compensation model and combines fundamental, technical, charting, and cyclical analysis, including active trading techniques such as options and margin use where appropriate.

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.

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.

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.

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.

Michael Jaffee is the principal advisor at The Jaffee Financial Group, Inc. in Cooper City, FL, holding a Series 65 designation and bringing 19 years of industry experience. He is also president and sole owner of Michael S. Jaffee, CPA, PA, an accounting firm that prepares tax returns and compiles financial statements for small businesses and individuals. The Jaffee Financial Group is a single-advisor registered investment adviser serving primarily individual clients, including higher-net-worth households, as well as businesses, trusts, estates, charities, and pension or profit-sharing plans. The firm offers comprehensive financial planning and discretionary portfolio management with an investment approach based on Modern Portfolio Theory, long-term purchase strategies, and asset-class diversification.

Rely Hechter is a financial advisor at Olea Advisory Services with 22 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Hechter has worked with LPL Financial LLC and LWM Advisory Services, LLC over the past decade. Olea Advisory Services is an SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a top-down macroeconomic approach, strategic and tactical asset allocation, and offers both direct portfolio management and access to third-party managers through a national broker-dealer platform.

Aryeh Schottenstein is a financial advisor with S12 Group LLC, holding a Series 65 designation and one year of industry experience. He has previously worked with related entities including S12 FL Group, Corp. and served at the College of Jewish Studies. Schottenstein also holds a leadership role at a 501(c)(3) nonprofit organization. S12 Group LLC is a small, independent adviser that provides discretionary investment management and tailored advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis, margin of safety, and sector-agnostic diversification, and it offers performance-based fee arrangements for qualified clients.

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.

Andrew Russo is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial advisory industry. He has been the sole advisor at Pushkin Advisory Group, LLC since 2015. Pushkin Advisory Group, LLC provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans. The firm constructs diversified portfolios using fundamental, technical, charting, and cyclical analysis, and actively works with pension and profit-sharing plan clients.

Aaron Sallen is the sole advisor at Merion Road Capital Management LLC in Miami Shores, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. He has managed Merion Road Capital Management since 2017 and serves as owner and manager of MRCM GP, LLC, the general partner of the Merion Road Small Cap Fund, where he actively manages the investment portfolio. Merion Road Capital Management provides discretionary investment management and periodic consulting to individuals, high-net-worth clients, and other entities, focusing on small-capitalization equity through a long/short, event-driven strategy. The firm offers separately managed accounts and a private pooled vehicle while integrating risk management techniques and employing derivatives and active trading to manage exposure.