Elisabet Ramos is a financial advisor at Amida Wealth Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and CETERA Advisor Networks. In addition to her advisory role, she is the founder and manager of Amida Lifestyle, LLC, an event planning business, and Amida Business Management, LLC, which provides business consulting services. Amida Wealth Advisors is a small, supported firm serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with long-term investment strategies and offers comprehensive financial planning, coaching, and portfolio management through third-party sub-advisers.

Vivian Tu is a financial advisor at Ask Dolly with a Series 63 designation and two years of industry experience. She previously worked at JPMorgan Securities LLC and BuzzFeed and has been involved with Your Rich BFF Media since 2022. Ask Dolly provides online investment and financial advisory services to U.S. residents, offering financial education, general planning, and non-discretionary investment recommendations through its website and mobile app. The firm combines an AI-driven model with client inputs to deliver personalized advice and offers optional access to CFPs for tailored guidance.

Radiel Dominguez is a financial advisor at SMAART LLC with seven years of industry experience. He holds a Series 65 designation and has served as founder and Chief Executive Manager of a fixed-benefit insurance agency. Prior to his current role, he was involved with Complete Hydroponics LLC for six years. SMAART LLC provides holistic financial planning, investment guidance, tax planning and preparation, and small-business accounting and bookkeeping for middle-income individuals, families, and small businesses. The firm integrates tax and accounting services with advisory offerings and maintains insurance licensure to offer fixed insurance products, delivering advice through retainer agreements tailored to clients’ tax situations, cash flow, and risk tolerance.

Christian Cameron is a financial advisor at Camerondowning, Inc. with two years of industry experience. He holds a Series 65 credential and has a background in law, serving as owner and attorney at the Law Office of Christian Cameron, P.A. since 2021. His prior legal experience includes roles at Chepenik Trushin LLP and Bilzin Sumberg. Camerondowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating both traditional and digital assets such as cryptocurrencies and non-fungible tokens. The firm applies modern portfolio theory within a fiduciary framework and offers specialized crypto asset planning, custody arrangements, and education as part of its services.

James Mcdonald is a financial advisor with Wise Wealth Management, LLC in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Wise Wealth Management in 2018, he worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC from 2015 to 2018. Wise Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, privately held businesses, and select retirement plans. The firm employs customized, globally diversified asset-allocation strategies implemented across various securities and manages portfolios predominantly on a discretionary basis with ongoing monitoring and regular reviews.

Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.

Jeremy Brinkmeier is a financial advisor at Common Cents Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 credential and has been with Common Cents Wealth Management since 2009. Common Cents Wealth Management provides ongoing portfolio management to individuals, high-net-worth individuals, and small businesses. The firm offers a passive, index-based investment approach focused on diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and tailored Investment Policy Statements.

Sanjan Dhody is a financial advisor at Dhody Investment Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates, Blue Investment Management LLC, and LPS Capital LLC. Outside of his advisory roles, he serves as a director on the audit committee for Jaws Hurricane Acquisitions Corp and provides strategic advice to the board of Refill It, a non-investment-related company. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million for 22 clients. The firm offers customized investment management, financial planning, and non-discretionary portfolio construction using a combination of fundamental and technical analysis alongside an internal due-diligence process.

Alexander Kondeas is a CFP® and CFA® professional with seven years of industry experience. He has been with Fierce Financial Group LLC since 2018 and previously worked at Winston-Salem State University for twelve years. Fierce Financial Group is a small, advisor-supported registered investment adviser that serves primarily high-net-worth individuals, families, and trusts with customized investment management across active, passive, and hybrid strategies. The firm emphasizes individualized service through tailored investment policy statements and low-cost implementation using individual securities and ETFs.

Glenn Downing is a CFP® professional with 27 years of industry experience. He has been with Camerondowning, Inc. since 2014. In addition to his advisory role, he conducts insurance business as a broker alongside a colleague. Camerondowning, Inc. advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard, emphasizing tailored investment plans, manager selection, and specialized crypto asset planning and education.

Andrew Horowitz is a CFP® with over 32 years of experience in the financial industry. He is principal at Horowitz & Company, Inc., where he has worked since 1991, and is also a partner and owner of TriggerCharts, LLC, a firm developing trading indicators. Outside of his advisory roles, Horowitz hosts an investment-focused podcast and has authored books and articles on general investment topics. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $145 million in discretionary assets. The firm employs a blend of quantitative, fundamental, and technical analysis across multiple strategies, including aggressive managed-growth approaches that utilize margin and short positions.

Matthew Saul is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Saul Wealth Advisors, LLC in Miami, FL, and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Outside of his advisory role, he consults with entrepreneurs on exit planning as a Certified Exit Planning Advisor. Saul Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, managed account programs, and financial planning services primarily to individual and high-net-worth clients. The firm tailors investment recommendations to client goals and risk tolerance, offering both discretionary and non-discretionary mandates and employs a distinctive approach that includes selection and supervision of outside sub-advisers and hourly billing for certain financial planning engagements.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC for three years. Forman is also licensed to sell non-variable insurance in Florida, dedicating a small portion of his time to this activity. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Leumi Investment Services Inc. and Bank Leumi USA for over 20 years before joining her current roles. Outside of her advisory work, she is a member of Vtal Property LLC. Valley Financial Management operates under the Valley Digital Investor platform, providing discretionary portfolio management and automated implementation of ETF model portfolios for individual and high-net-worth clients through an online platform. The firm requires clients to manage their accounts electronically and maintains portfolios ranging from conservative income to aggressive growth, with ongoing rebalancing and portfolio adjustments based on client profiles and market conditions.

Ileana Cohn is a financial advisor at Dhody Investment Group with 16 years of industry experience and holds a Series 66 designation. She previously worked at Raymond James Financial Services and related entities from 2016 to 2022, and concurrently at Blue Investment Group and LPS Capital LLC since 2022. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis alongside an internal due-diligence process.

Jesus Arteaga is a CFP® professional with 25 years of industry experience. He is currently with Merited Wealth, LLC, where he has worked since 2023, following prior roles at Money Concepts Capital Corp. and Invest Financial Corp. He is also a partner in Heritage Financial Group LLC, which provides employee benefits and insurance services. Merited Wealth, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate clients. The firm employs primarily long-term investment strategies using equities, mutual funds, and ETFs, supported by third-party platforms and comprehensive account consolidation tools.

Zachary Longman is a financial advisor at Longman WealthCare Management, LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Baker Tilly Advisory Group LLC, Berkowitz Pollack Brant Advisors + CPAs, Ernst & Young, and RSM US LLP. In addition to his advisory role, he is involved with Thomas J Longman CPA, PA. Longman WealthCare Management is an independent advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, financial planning, and retirement consulting, integrating tax-aware strategies and utilizing SEI’s asset allocation program alongside third-party managers.

Victoria Manzano is a financial advisor with BMH Capital Management LLC, holding Series 65 and Series 66 licenses and 17 years of industry experience. Her prior work includes roles at Allaria Securities LLC, Merkava Capital, and Beta Capital Securities LLC. BMH Capital Management serves individual and corporate clients, including high-net-worth individuals, with discretionary portfolio management focused on equities, fixed income, ETFs, and non-U.S. securities. The firm combines technical analysis with short- and long-term trading strategies and options, maintaining an international orientation and tailoring investment programs to client objectives and risk tolerances.

Wyatt Gruntler is a financial advisor at Asset Protection Group with two years of industry experience. He holds a Series 65 designation and has worked at Capital Appreciation, Inc. since 2021, where he also engages in insurance sales as a licensed agent. Prior to his advisory career, he worked at Dr. PhoneFix for six years and was a full-time student for eight years. Asset Protection Group provides investment advice primarily to individual clients, including high-net-worth and non-HNW households, through discretionary asset management, financial planning, and consulting. The firm uses a documented process involving goal assessment and multiple analytical methods and implements client programs largely via third-party sub-advisors and money managers.

Leticia Santiago is a financial advisor at Fortis Private Wealth Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Insigneo Advisory Services and Insigneo Securities LLC. Outside of her advisory role, she is a managing member of Vertical Integrations LLC, a real estate consulting business. Fortis Private Wealth Advisors provides discretionary investment management and financial advice to high-net-worth individuals, family offices, corporations, and insurance companies. The firm combines macroeconomic analysis with third-party research to create customized portfolios, employing a primarily long-term buy-and-hold strategy while permitting short-term transactions and borrowing when appropriate.