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.

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.

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 eight years of industry experience. He has been the sole advisor at Pushkin Advisory Group, LLC since 2015 and previously worked at Ridgeway Conger Advisory Services from 2011 to 2013. Pushkin Advisory Group, LLC provides fee-based investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, using a variety of securities and analytical methods tailored to client goals, and incorporates a third-party platform to monitor held-away accounts.

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 in Miami, FL. He holds the Series 65 designation and has prior experience with Oceanus Research LLC, Rock Plaza Capital Limited, and Chance Capital Management, totaling several years in the industry. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors, including trusts, estates, pension plans, and charitable organizations. The firm employs a combination of fundamental research, proprietary data science, and systematic strategies to manage diversified portfolios, often utilizing hedging techniques, margin, options, and futures in portfolio implementation and risk management.

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.

John Reed is a financial advisor with Dominant Leading Capital, LLC in Hollywood, FL, holding the Series 66 designation and 23 years of industry experience. His career includes roles at Principal Securities, Ameritas Advisory Services, and Carillon Investments. He is also involved as owner and manager of Dominant Leading Capital, LLC, which offers financial services including life, disability, and fixed annuity insurance. Dominant Leading Capital provides discretionary asset management, financial planning, and consulting to institutional and high-net-worth investors using a multi-strategy approach that includes quantitative screening, sector rotation, and tactical asset management primarily through equities and ETFs. The firm also operates a licensed insurance agency, offering insurance products and annuity subaccounts alongside its investment management 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.

Roman Pinsky is a CFP® professional with 12 years of industry experience and has been with RMP Financial, Inc. since 1996. He serves as the sole advisor at the independent firm based in Weston, FL. Pinsky’s background includes portfolio management and quantitative experience with a university endowment manager. RMP Financial, Inc. provides financial planning, consulting, and asset management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $22 million in client assets, focusing on customized, long-term portfolios built primarily through fundamental analysis and guided by clients’ objectives, risk tolerance, and time horizons.