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.

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.

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 at Arkhe Wealth Management with a Series 65 credential and no prior advisory industry experience. He also serves as a Senior Project Manager at Turner & Townsend in Bogotá, Colombia, and as 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 individual large-cap equities, offering discretionary and non-discretionary management alongside financial consulting and planning services.

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.

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.

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.

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.