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.

Mauricio Pinto De Magalhaes is a financial advisor at FIGA Capital Management LLC with 17 years of industry experience. He has previously worked at Credit Suisse and Morgan Stanley. FIGA Capital Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis alongside modern portfolio theory, managing assets with both discretionary and non-discretionary strategies.

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.

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.

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.

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.

Kan Zhou is a financial advisor at Oceanus Capital Management with a Series 65 credential. He has five years of industry experience, including prior roles at Oceanus Research LLC, Rock Plaza Capital Limited, Chance Capital Management, and Yiheng Capital. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm combines fundamental thematic research with proprietary data science and systematic strategies to manage diversified portfolios that may include equities, fixed income, ETFs, and publicly traded derivatives.

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.

Carlos Klemprer is a financial advisor at Sancus Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Avanza Capital Markets, Inc. from 2014 to 2021. Outside of his advisory role, he serves as managing member of several family investment holding companies and acts as registered agent for a family-owned offshore business that promotes reading events and sells books. Sancus Wealth Management LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and implements diverse strategies across multiple asset classes, reviewing accounts at least quarterly.

Alexander Nelson is a financial advisor with Brice Financial Advisors Inc in Miami, FL, holding a Series 65 designation and nine years of industry experience. He has been a general agent and principal of Brice Financial Services, a health, life, disability, and long-term care insurance agency, since 2011. Nelson has worked at Brice Financial Advisors Inc since 2023. Brice Financial Advisors Inc serves individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a value/yield investment approach centered on fundamental, bottom-up analysis and emphasizes dividend yield and a conservative fixed-income strategy while offering pension consulting and Individual 401(k) procurement services.

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.

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.

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.

Daniel De La Hormaza Hernandez is a CFA charterholder and principal of Hormaza Capital Advisory, LLC, with three years of industry experience, including roles at Scotiabank and his own practice prior to founding his current firm. He is based in Doral, Florida. Hormaza Capital Advisory, LLC is a fee-only investment adviser offering personalized wealth management and comprehensive financial planning to individuals, families, and high-net-worth clients. The firm follows an evidence-based, factor-oriented investment approach using low-cost ETFs with a core-satellite allocation and emphasizes a long-term buy-and-hold strategy alongside integrated financial planning services.

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.

Giampiero Riccio is a CFA® charterholder and the sole advisor at Riccio & Associates with 13 years of industry experience. He has led Riccio & Associates, LLC since 2012 and also manages Riccio & Asociados S.A., a Panamanian corporation focused on real estate investments. Outside of his advisory work, Mr. Riccio is involved in managing personal real estate investment companies without compensation. Riccio & Associates is an independent, solo-operator registered investment adviser providing fee-based, discretionary portfolio management through model portfolios for individuals, alongside consulting services for institutional and qualified clients. The firm employs a three-level investment process combining macroeconomic, fundamental, and technical analyses, offering diversified portfolios that include U.S. and foreign securities, hedge funds, and derivatives, and serves a significant non-U.S. client base with experience across U.S. and Latin American markets.

Michael Rosenstein is a CFP®-designated financial advisor with Build Financial Advisors, LLC, where he has worked since 2022. He has three years of experience in financial advising and concurrently holds leadership roles in several property and casualty insurance companies, including serving as president of First Chicago Insurance Company. Build Financial Advisors serves individuals, trusts, estates, corporations, and charitable organizations with investment advisory, portfolio management, financial planning, and tax services. The firm employs a primarily long-term, ETF and mutual fund investment strategy tailored to client goals and risk tolerance, and is notable for its integrated tax and investment service model supported by an affiliation with a CPA firm.

Dario Nul is the principal of Deltasys Advisors LLC, holding a Series 65 designation with four years in the industry. His prior experience includes roles at Sunsip LLC and Ultralux LLC, where he spent sixteen years. Outside of his advisory work, he is involved in modest retail activities unrelated to investing. Deltasys Advisors LLC offers investment advisory services to individuals, high net worth clients, and entities such as trusts and business entities, providing both discretionary and non-discretionary portfolio management. The firm employs a disciplined, risk-focused approach that integrates fundamental, technical, and quantitative analysis, with potential use of listed options strategies to manage risk and achieve tactical positioning.