John Crocker is a financial advisor at Crocker Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Crocker Capital since 2019, following roles at Crocker, White & Frishberg Insurance Agency and Elisea Frishberg Advisory Group. Outside of finance, Crocker is involved with GIVERS University-CA LLC as an independent sales affiliate, assisting in the sale and distribution of nutrient dense food products and training courses. Crocker Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, long-term investment approach that integrates fundamental, technical, and cyclical analysis while also offering a range of subscription-based educational products and a formal mentoring program.

Sam Curmaci is the sole advisor at SAC Investment Management LLC in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Leigh Baldwin & CO., LLC for over two decades before founding his current firm. SAC Investment Management provides discretionary wealth management, integrated financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $68 million in client assets, focusing on customized portfolios with a fundamental analysis approach and long-term orientation, including services for retirement plan sponsors not commonly offered by similarly sized advisors.

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 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.

Alissa Krasner Maizes, CERTIFIED FINANCIAL PLANNER®, is the Founder of Amplify My Wealth, a licensed attorney, fee-only fiduciary financial advisor, and winner of the 14th Annual Plutus Awards for Best Financial Advisor Financial Literacy Content Creator, providing financial advice to the clients of her firm, Amplify My Wealth, and pro bono advice to clients of the nonprofit Savvy Ladies. Alissa tailors her advice and plans to women [and their families] with a six-figure household income, net worth, or both, as well as to young adults embarking on their financial journey. As a fiduciary, Alissa places your needs at the forefront, equipping you with the knowledge and guidance to overcome wealth-building barriers and achieve financial confidence so you can live the life you desire. Empowering yourself with a trusted partner, advice, plan, and guidance for implementing your plan will ensure you achieve the life you want sooner than you imagine.

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 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.

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 a financial advisor with Jurick Financial Services in Parkland, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Murray Street Capital Advisors, Singer Wealth Management, Ameriprise, Principal Financial Services, and Citigroup Global Markets. He is also a licensed insurance professional, spending approximately 10% of his time in that capacity. Jurick Financial Services provides investment management, financial planning, and retirement plan participant education to individuals, high-net-worth clients, corporations, and charitable organizations. The firm uses an active management approach based on Modern Portfolio Theory and offers regular portfolio reviews and tailored investment recommendations.

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.

Daniel Jankelunas Jr. is a CFP® professional with 29 years of industry experience. He is the sole advisor at Client First Financial Advisors, LLC, where he has worked since 2004. Additionally, he is involved in business consulting and insurance agency activities through Spectrum Beneficial Services, which he has operated since 1993. Client First Financial Advisors serves individual investors and employer-sponsored retirement plans with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm uses a broad asset-allocation approach and multiple analytical methods to tailor investments to clients’ risk tolerances and time horizons.

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.