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.

Joseph Forsyth is a financial advisor at Vaquita Sun, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Aft, Forsyth And Company, Inc. and Aft, Forsyth & Sober, LLC. Vaquita Sun, Inc. is a solo advisory practice providing discretionary, custom-tailored portfolio management primarily for individual and trust clients. The firm employs a concentrated equity and fixed-income investment approach, supplemented by third-party managers and model-based strategies through a sub-advisory program administered by SEI Investments Management Corporation.

Fernando Recalde is a financial advisor with First Retirement Services LLC in Parkland, FL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at GWN Securities, Evershore Financial Services, Securian Financial Services, and Minnesota Life. Outside of advisory services, he is a licensed real estate agent involved in real estate sales. First Retirement Services LLC is a Florida-registered investment adviser serving individual and high-net-worth clients with portfolio management, investment analysis, and fixed-fee financial planning. The firm employs a model-driven approach incorporating quantitative, fundamental, technical, cyclical, and economic analysis for discretionary trading and ongoing portfolio reviews.

Darren Jurick is the principal advisor at Jurick Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Murray Street Capital Advisors, LLC and Singer Wealth Management. He is also a licensed insurance professional, spending part of his time in that capacity. Jurick Financial Services offers investment management, project-based financial planning, and retirement plan participant education to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs an active management approach based on Modern Portfolio Theory and provides regular portfolio reviews and written reports while allowing clients to set investment restrictions.

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.

Michael Ross is a CFP® with 12 years of industry experience and serves as president of Financial Connection, Inc. He has been president of Broker Connection Inc., a brokerage insurance general agency, since 1997. Ross manages both firms concurrently. Financial Connection, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, and business entities. The firm employs multiple analytical methods and strategies tailored to client needs and also offers financial planning, insurance brokerage, and employee benefit consulting services.

Dale Hershman is a financial advisor at Sick Advisory Services with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sick Economics Media, Inc., Sonosite Inc., and Diversey. Hershman is also the principal and publisher of Sick Economics Media, Inc., a financial publishing company focused on websites and books. Sick Advisory Services provides advice-only financial planning and guidance to individuals who want to maintain control of their own investment accounts, including early retirees, traditional retirees, and investors focused on biotech, healthcare, and dividend strategies. The firm emphasizes customized recommendations based on fundamental stock analysis and sector expertise, does not take custody of client funds, and charges hourly fees rather than a percentage of assets.

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.

Kenneth Feyers is a financial advisor with Safety of Principle Wealth Management, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Safety of Principle Wealth Management since 2007 and is also the owner and a licensed insurance agent for Safety of Principle, Inc., which sells fixed annuities, life insurance, and long-term care policies. Additionally, he is involved in tax preparation in partnership with Joshua Feyers. Safety of Principle Wealth Management provides ongoing portfolio management and financial planning for individual and high-net-worth clients, focusing on non-discretionary asset management. The firm employs a fundamental analysis approach and long-term purchase strategy, using customized Investment Policy Statements to guide asset allocation across various investment vehicles.

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.

Oyinka Coakley is a financial advisor at TEP Financial Solutions LLC with a Series 65 license and two years of industry experience. She is also an associate professor of accounting at Broward College and owns several businesses, including an accounting and business consulting firm, an event venue operator, and a software development company. TEP Financial Solutions is a solo registered investment adviser offering discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes value-driven, fundamental analysis with a long-term investment horizon and partners with an external money manager for portfolio management.

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.

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.

Daniel Jankelunas is a CFP® professional with 28 years of experience in the financial industry. He has been with Client First Financial Advisors, LLC since 2004 and also operates Spectrum Beneficial Services Inc, an insurance agency and business consulting firm. Client First Financial Advisors is an independent firm serving individual investors and employer-sponsored retirement plans. The firm offers portfolio management, financial and retirement planning, and pension consulting services, utilizing a broad asset-allocation strategy and due diligence on third-party managers.

Jonathan Lakso is a financial advisor at Allied Capital Group, LLC in Fort Lauderdale, FL, holding a Series 65 license with nine years of industry experience. He has been with Allied Capital Group since 2017 and also owns Allied Realty Group, Inc., a commercial real estate property management firm. Allied Capital Group provides investment advisory services primarily to pooled vehicles and institutional clients, focusing on tailored portfolio recommendations and asset-allocation strategies. The firm operates on a non-discretionary basis and emphasizes client-directed custodians and broker-dealers for trade execution and custody.

John Reed is a financial advisor at Dominant Leading Capital, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Principal Securities Inc. and Principal Life Insurance Co. Aside from his advisory role, he is the owner of a financial services business and manages an insurance agency offering life, disability, and fixed annuity products. Dominant Leading Capital provides discretionary asset management, financial planning, and consulting primarily to institutional and high-net-worth clients. The firm employs a multi-strategy investment approach combining quantitative screening, fundamental and technical analysis, and ETF sector rotation, and integrates insurance product offerings into its advisory services.

Jim Mui is a CFP® professional with 45 years of industry experience. He is the principal of JKM Wealth Management Inc in Boca Raton, FL, where he has worked since 2018. Prior to that, he held positions at firms including Raymond James Financial Services and Purshe Kaplan Sterling Investments. Mui is also the managing member of Jim K. Mui LLC, a business operations entity, and has long-standing experience as an independent insurance agent. JKM Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to individual investors and workplace plans. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and option-based strategies, guided by various analytical methods and asset-allocation frameworks.

Peter Westerfield is the principal of Westerfield Investment Management in Boca Raton, FL, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has led Westerfield Investment Management since 2014. Outside of his advisory role, he is involved in a remodeling and sales support business. Westerfield Investment Management is a state-registered investment adviser providing discretionary portfolio management primarily for individual and high-net-worth clients. The firm employs a bottoms-up fundamental research approach supplemented by limited technical and quantitative analysis and operates with a small, owner-managed structure.