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 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.

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.

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.

Rodrigo Costa is a financial advisor at B.Side Investments LLC holding a Series 65 designation. He has accumulated experience at firms including Bonanza Capital, ETRNTY Family Office, Perpetuos Asset Ltda., EFG Bank, Bradesco Bank, and CdR Hollander Advisors since 2009. B.Side Investments provides portfolio management and administrative services primarily to high-net-worth and ultra-high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a multi-asset, multi-style, multi-manager approach with both long- and short-term strategies and serves a significant number of non-U.S. clients while offering advisory services involving private pooled investment vehicles and various complex instruments.

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® professional with 26 years of industry experience. She is the principal of Forward Financial Advisors, LLC, an independent firm she has led since 2019. Prior to founding Forward Financial, she held roles at Mass Mutual, MML Investors Services, and Valic Financial Advisors. In addition to her advisory role, she operates an affiliated insurance agency providing personalized insurance and annuity solutions. Forward Financial Advisors, LLC serves individual and high-net-worth clients, managing approximately $22.9 million across about 40 relationships. The firm offers ongoing portfolio management and financial planning, employing fundamental analysis and modern portfolio theory with a focus on long-term strategies and monthly account reviews.

Pastor Fuster Jr. is a CFP® professional with 18 years of experience in the financial services industry. He is the principal advisor at Fuster Financial Group, an independent firm he founded in 2026. His prior experience includes roles at LPL Financial and Wells Fargo Advisors, LLC. Fuster Financial Group offers portfolio management, comprehensive financial planning, and pension consulting to individuals, high-net-worth clients, and business entities. The firm uses a variety of investment approaches including fundamental, quantitative, and technical analysis, and provides tailored services with ongoing monitoring and reporting.

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.

Emilio Nahon Serfaty is a financial advisor at Haddock Capital LLC with one year of industry experience. He holds a Series 65 designation and also serves as the general manager of Artidental SL in Madrid, Spain, where he oversees clinic operations and business development. Haddock Capital is a fee-only, independent investment adviser providing discretionary management and advisory services to individuals, corporations, and institutional clients. The firm employs both active and passive strategies, including the use of complex instruments and alternative investments, and is notable for managing institutional accounts despite its small size.