Brian Dumont is the principal of Dumont Wealth, an independent investment advisory firm based in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he is the co-founder, president, and CEO of Gondola InsurTech Corp, a technology-driven insurance agency, and serves as a trustee of the NYC Chapter Board for the New York League of Conservation Voters, an environmental political organization. Dumont Wealth primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning services. The firm applies a combination of modern portfolio theory and charting analysis to manage diversified portfolios and emphasizes individualized client oversight.

Lawrence Kamin is a CFP® and Series 65-registered financial advisor with 14 years of experience, operating LK Financial Planning LLC in Miami Beach, FL. He has managed his independent firm since 2012, serving a select number of clients with a focus on comprehensive financial planning and investment supervisory services. LK Financial Planning LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth households. The firm emphasizes long-term, diversified asset allocation using primarily ETFs and low-cost mutual funds, with attention to tax efficiency and multigenerational planning tailored to each household’s needs.

Diego Palm Pimentel is affiliated with Andromeda Wealth LLC and holds a Series 65 credential. He has experience at 269 Group LLC since 2019 and previously worked at Mercantile Commerce Bank N.A. from 2016 to 2018. Andromeda Wealth LLC is a newly established advisory firm that plans to offer investment advice primarily to individual clients through discretionary and non-discretionary portfolio management, along with financial planning and consulting services. The firm uses an analytic approach combining fundamental, technical, charting, and Modern Portfolio Theory techniques to build customized portfolios and accommodates client-imposed investment restrictions in written policy documents.

Barry Itzkowitz is a financial advisor at Golden Capital Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes work at Formula 3 Brooklyn Inc. and Joseph Stone Capital LLC. Golden Capital Partners LLC provides asset management and business consulting services to institutional and pooled investment vehicles, as well as corporate and high-net-worth clients. The firm offers a range of investment strategies and corporate finance consulting, including M&A advisory and capital formation, with portfolios tailored to client objectives and risk tolerance.

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

Douglas Bennett is an investment adviser with Big Blue Investors, LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to founding Big Blue Investors in 2023, he worked at Vontobel Asset Management, Inc. and Vontobel Distributors LLC from 2012 to 2022. Big Blue Investors, LLC provides discretionary asset management and retirement-account rollover advice to retail investors and small businesses, using a multi-method investment process that includes fundamental and technical analysis, strategic and tactical asset allocation, and options strategies. The firm serves both individual retail clients and institutional mandates and operates as a small, owner-managed firm with a single investment adviser representative.

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.

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.

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.

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.

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.

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.

Andrew Russo is a CFA charterholder and holds a Series 65 license, with eight years of industry experience. He has been the sole advisor at Pushkin Advisory Group, LLC since 2015 and previously worked at Ridgeway Conger Advisory Services from 2011 to 2013. Pushkin Advisory Group, LLC provides fee-based investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, using a variety of securities and analytical methods tailored to client goals, and incorporates a third-party platform to monitor held-away accounts.

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.

Todd Howland is a financial advisor with Savvy Wealth Management LLC in Miami Beach, FL, holding a Series 66 designation and 20 years of industry experience. He previously worked at SCF Securities Inc for five years before joining Savvy Wealth Management in 2021. Outside of advisory work, Howland is involved with Savvy Bar Inc, operating a speakeasy in a limited capacity. Savvy Wealth Management provides financial planning and educational seminars to individuals and high-net-worth clients, offering fixed-fee or hourly plans and workshops on topics such as Social Security strategies and alternative investments. The firm delivers one-time financial plans without taking custody of client assets or managing portfolios on an ongoing basis.

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.