Natalia Rodriguez is a financial advisor at Thureos Asset Management LLC in Miami, FL, with 11 years of industry experience. She holds a Series 66 designation and has worked at TD Private Client Wealth LLC, Santander Bank, Santander Securities, and MFS Institutional Advisors. Thureos Asset Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporations, using a combination of fundamental, technical, and charting analysis to guide portfolio decisions. The firm manages approximately $28 million in assets and typically serves clients with account minimums of $500,000.

Francisco Madariaga is the sole advisor at Todo Capital, LLC in Key Biscayne, FL, holding a Series 65 designation with 11 years of industry experience. He founded Todo Capital in 2015 and has been its principal since then. Outside of his advisory work, Mr. Madariaga consults for Ningaloo LLC, a corporation he co-owns and manages. Todo Capital provides investment management and advisory services to high-net-worth individuals, families, corporations, trusts, and institutions. The firm uses a disciplined, model-driven asset allocation approach combining fundamental, technical, and charting analysis to create diversified portfolios tailored to client risk tolerance and objectives, with a notable focus on clients from Europe and Latin America.

Mauricio Pinto De Magalhaes is a financial advisor at FIGA Capital Management LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Credit Suisse, Morgan Stanley, and UBS Financial Services. Mauricio is based in Coral Gables, FL. FIGA Capital Management is an independent advisory firm serving a very limited client base with portfolio management and financial planning. The firm uses a combination of analytical methods and strategies, including non-discretionary management and access to a broad range of investment vehicles, with a notable focus on non-U.S. securities.

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.

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 one year of industry experience. He holds the Series 65 designation and has previously worked at Chance Capital Management and Rock Plaza Capital Limited. Zhou is also affiliated with Oceanus Research LLC, where he has been involved since 2021. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm employs a combination of fundamental thematic research and proprietary data science to construct diversified portfolios that may include equities, fixed income, ETFs, and derivatives, often utilizing hedging and leverage strategies.

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.

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.

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.

David Sharek is the sole advisor at Shareks Stock Portfolios in Miami, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has led Shareks, LLC since 2008. Shareks Stock Portfolios is an independent, fee-based advisory firm managing approximately $10.9 million for around 19 clients, including individuals, businesses, institutions, and other advisors. The firm employs a discretionary, earnings-driven growth-stock system across three model strategies and offers subscription-based stock research, educational seminars, and public portfolio transparency uncommon among similar-sized independent advisors.

Molly Shrauner is a CFP® with 27 years of experience in financial advising. She is the principal of Forward Financial Advisors, LLC and has previously worked at firms including Mass Mutual, Valic Financial Advisors, and Charles Schwab. In addition to her advisory role, she owns and operates an insurance agency that offers personalized insurance and annuity solutions. Forward Financial Advisors serves individuals and high-net-worth clients with portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory, focusing on long-term strategies and maintaining documented risk tolerance and regular portfolio reviews.

Pastor Fuster Jr. is a CFP® professional with 19 years of industry experience. He is the sole advisor at Fuster Financial Group, an independent firm based in Miami Lakes, FL. His prior experience includes roles at LPL Financial, Wells Fargo Advisors, and Chase Investment Services Corp. He is also a mortgage loan originator, providing mortgage services separately from his advisory work. Fuster Financial Group offers portfolio management, comprehensive financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a variety of investment approaches, including fundamental and quantitative analysis, and provides both discretionary and non-discretionary management, along with client communications such as a monthly newsletter and video updates.

Nicholas Samuel is a Series 65-licensed financial advisor at Samuel & Associates Investment Management LP with five years of industry experience. Prior to founding his current firm in 2020, he worked at KPMG for two years. He also operates his own accounting practice as a licensed CPA. Samuel & Associates Investment Management LP provides portfolio management primarily to individual and high-net-worth clients, focusing on mutual funds, equities, ETFs, and venture capital funds. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to guide long-term investment decisions and offers discretionary management without a stated account minimum.

Charles Crow IV is a financial advisor at Crow Capital Management LLC in Miami, FL. He holds Series 63 and Series 65 licenses and has worked in the industry since 2013, including prior roles at Weiss Multi-Strategy Advisors LLC and nVERSES CAPITAL MANAGEMENT LLC. Crow Capital Management LLC primarily serves institutional investors and pooled vehicles, offering discretionary investment management through a multi-strategy approach that integrates systematic quantitative models and hybrid discretionary analysis, including the use of machine learning and AI technologies. The firm manages private investment funds and separately managed accounts for accredited and qualified investors.