Edward Dubinski is a financial advisor at Fintelect AM, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fintelect AM since 2022 and at Axensis, LLC since 2011. He is also a general partner of Fintelect Horizons LLC, a separate entity not offered to advisory clients of Fintelect AM. Fintelect AM, LLC provides discretionary portfolio management to individuals, high-net-worth individuals, and investment companies, using a combination of cyclical analysis, fundamental analysis, and modern portfolio theory. The firm includes non-U.S. securities in client portfolios and conducts regular reviews aligned with documented investment objectives and risk tolerances.

Amaury Sanchez Cifuentes is a CFP® professional with 25 years of industry experience. He is the sole advisor at Azzendo Wealth Advisors and has held roles at Cathy Pareto & Associates Inc. and Alterra Home Loans, where he currently serves as a non-producing branch manager. Outside of advisory work, he is president and owner of First Alliance Mortgage Corp and manages several real estate holding companies. Azzendo Wealth Advisors is an independent SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, comprehensive financial planning, and manager selection services, employing customized investment strategies and ongoing account monitoring.

Brian Dumont is the principal of Dumont Wealth, an independent registered investment adviser, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Inc. and other financial firms. Dumont is also the co-founder and CEO of Gondola InsurTech Corp, an insurance technology company, and serves as a trustee of the NYC Chapter Board for the New York League of Conservation Voters, a nonprofit focused on environmental policy. Dumont Wealth provides discretionary and non-discretionary asset management, financial planning, and referrals to third-party money managers for individual and high-net-worth clients. The firm’s investment approach combines technical analysis with modern portfolio theory, managing accounts typically reviewed quarterly and tailored to client investment policy statements.

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.

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.

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.

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.

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

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.

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.

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.

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 a financial advisor at Sun Creek Holdings LLC in Coral Gables, FL, with 14 years of industry experience. He holds a Series 65 designation and has managed Sun Creek Holdings since 2008. Outside of advising, he dedicates part of his time to property management activities for real estate companies. 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 employs fundamental analysis and client-specific Investment Policy Statements to guide portfolio management, typically handling a small client roster with institutional and high-net-worth 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.

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 63 and Series 65 licenses and has worked previously at Bci Securities and JP Morgan Chase Bank NA. Guardant Wealth Advisors is an independent registered investment adviser that provides portfolio management, financial planning, family office advisory, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary management, customizing investment strategies using various analytical approaches and investment vehicles.