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. His prior roles include positions at Credit Suisse, Morgan Stanley, and UBS Financial Services. Figa Capital Management is an independent advisory firm serving a very limited client base with portfolio management and financial planning services. The firm uses a variety of analytical methods and offers access to diverse investment vehicles, focusing primarily on non-discretionary assets including 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 in Miami, FL. He holds the Series 65 designation and has prior experience with Oceanus Research LLC, Rock Plaza Capital Limited, and Chance Capital Management, totaling several years in the industry. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors, including trusts, estates, pension plans, and charitable organizations. The firm employs a combination of fundamental research, proprietary data science, and systematic strategies to manage diversified portfolios, often utilizing hedging techniques, margin, options, and futures in portfolio implementation and risk management.

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.

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.

Charles Crow IV is a financial advisor at Crow Capital Management LLC in Miami, FL. He holds Series 63 and Series 65 licenses and has worked in the industry since 2013, including prior roles at Weiss Multi-Strategy Advisors LLC and nVERSES CAPITAL MANAGEMENT LLC. Crow Capital Management LLC primarily serves institutional investors and pooled vehicles, offering discretionary investment management through a multi-strategy approach that integrates systematic quantitative models and hybrid discretionary analysis, including the use of machine learning and AI technologies. The firm manages private investment funds and separately managed accounts for accredited and qualified investors.

Vivian Lima Giuliani is a Series 65-credentialed financial advisor with six years at V. Delima Investments Inc and twelve years of prior experience at Credit Agricole Corporate & Investment Bank. She operates as the sole advisor at her independent firm based in Coral Gables, FL. V. Delima Investments serves high-net-worth individuals, private investment companies, and select corporate clients, offering personalized discretionary and non-discretionary investment management. The firm focuses on international and emerging-market securities, employing fundamental, technical, and macroeconomic analysis to tailor asset allocations and manage portfolios.

Dave Dookie is a financial advisor at WCA Advisors, LLC in Miami, FL with three years of industry experience. He holds a Series 65 designation and has worked at BancAtlantic Capital LLC, Waterloo Capital Advisors, LLC, Waterloo Capital Advisors Limited, and First Citizens Bank Limited. He serves as Managing Director of Waterloo Capital Advisors Limited, a broker-dealer registered in Trinidad and Tobago. WCA Advisors is an independent advisory firm that provides portfolio management and business consulting to a select group of clients, including high-net-worth individuals, banks, and corporate entities. The firm uses a combination of fundamental analysis and modern portfolio theory with a focus on long-term asset allocation and offers services on both discretionary and non-discretionary bases.