Steven Snowden is a financial advisor at 1977 Wealth, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining 1977 Wealth, he worked at U.S. Private Wealth, Northwestern Mutual, and has experience in the restaurant industry as part of a Chili's franchise ownership. 1977 Wealth, LLC serves individuals, families, small business owners, and institutional clients by providing personalized financial planning and discretionary investment management. The firm offers family office services, pension consulting including ERISA fiduciary support, and utilizes a broad investment universe with active management and periodic portfolio reviews.

Lenny Kisin is the owner and sole advisor at Applied Capital, an independent registered investment adviser based in Hollywood, FL. He holds a Series 65 designation and has 22 years of industry experience, having led Applied Capital since 2009. Applied Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $133 million in assets. The firm focuses on established, dividend-paying companies with growing payouts and uses a range of securities including stocks, bonds, ETFs, mutual funds, and options to meet client objectives, employing margin and derivatives strategies for certain accounts.

Debbie Hernandez is a financial advisor at Robinson Global Investment Management LLC with a Series 65 credential and four years of industry experience. She has been with Robinson Global since 2020 and previously worked as a homemaker for 13 years. Robinson Global Investment Management LLC manages pooled vehicles and institutional assets while also providing discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals across various wealth levels. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and incorporates derivatives and alternative investments when appropriate.

Felipe Marcilio is a financial advisor at Inter Advisors LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bradesco Investments and Banco Bradesco S.A. Since 2024, he has served as president of the Killian Arabesque Homeowners Association and, beginning in 2025, as a trustee of Westminster Christian School. Inter Advisors LLC is an SEC‑registered investment adviser serving high-net-worth individuals, businesses, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management and financial planning services, using a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party research.

Jason Estrada is an advisor at Sardona Global Advisors LLC in Miami, FL. He holds Series 65 and Series 63 designations and has been in the industry since 2025, with work experience at multiple firms including StoneX Group, Inc. and EverTree, LLC. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, as well as high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach and specializes in selecting and overseeing sub-advisers, offering both advisory and non-advisory services including private fund administration and corporate management.

Pablo Alonso is a financial advisor at Eurocapital Advisors, Inc with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eurocapital Advisors since 2003. Outside of his advisory role, he serves as Vice President in Private Banking at Banco Santander Central Hispano Internacional. Eurocapital Advisors, Inc provides investment advice and wealth management services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $103.6 million, focusing on larger account sizes and operating mainly on a non-discretionary basis using fundamental analysis and modern portfolio theory.

Jon Paul Espinoza is a financial advisor at B1 Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Espinoza joined B1 Financial in 2026 and also has a concurrent role at Truvent Capital, LLC. B1 Financial serves individual clients, including high-net-worth households, as well as corporate and employee benefit plan clients. The firm offers financial planning, discretionary portfolio management, and ERISA fiduciary services, utilizing a range of investment instruments and conducting regular portfolio reviews.

Juan Cortes Uribe is a financial advisor at Tudor Advisors LLC with a Series 65 designation and three years of industry experience. His career includes roles at Tudor Advisors, Tudor Securities, Corredores Davivienda, Itau Comisionista, and Helm Bank Cayman. Outside of finance, he is a partner in WIT Soccer LLC, which offers soccer fundamentals classes for children ages 2 to 12. Tudor Advisors provides investment advisory services to individuals, trusts, charitable organizations, and corporate entities. The firm manages approximately $40.2 million across about 72 client relationships, using fundamental and cyclical analysis alongside long-term purchase strategies, with a focus on both discretionary and non-discretionary portfolio management.

Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.

Javier Henriquez is a financial advisor with Alius Capital Partners holding a Series 65 designation. He has experience at multiple firms, including Henre Capital and Aria Development Group, and has worked in various roles since 2014. Alius Capital Partners provides advisory, consulting, and management services focused on real estate-related and alternative investment products for institutional and sophisticated investors. The firm supports platforms and pooled investment vehicles through services such as product sourcing, due diligence, structuring, and ongoing monitoring.

Ajit Ajmani is a financial advisor at PAR5 Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at A.G.P. / Alliance Global Partners and Aegis Capital Corp. Ajmani is also involved with AJMONSTER LLC, a Delaware company created to hold ownership in Par5 Capital & Co, LLC. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm tailors strategies using fundamental and technical analysis and offers both discretionary and non-discretionary account management.

Alexandra Rodriguez is a financial advisor at Tudor Advisors LLC in Miami, FL. She holds a Series 66 designation and has over eight years of industry experience, including roles at Corredores Davivienda and Banco Davivienda. Since 2025, she has been with Tudor Advisors and its affiliated broker-dealer, Tudor Securities. Tudor Advisors provides investment advisory services to individuals, trusts, charitable organizations, and corporate entities. The firm focuses on tailored portfolio management using fundamental and cyclical analysis with long-term strategies, serving approximately 72 clients and managing around $40.2 million in assets.

Jonathan Cameron is a CFP® professional with 17 years of industry experience. He has worked at Camerondowning, Inc. since 2014 and was previously with Origin Financial from 2021 to 2023. In addition to his advisory role, he is a licensed insurance agent. Camerondowning, Inc. serves individual and high-net-worth clients with 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 and offers specialized crypto asset planning and education integrated into its investment approach.

Eric W Inn is a financial advisor at Heller Private Wealth with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Morgan Stanley. Inn played for the University of Miami Men's Basketball team during his college years. Heller Private Wealth provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small, high-balance client base. The firm employs tailored asset-allocation models and continuous portfolio supervision, using a combination of fundamental and technical analysis across various investment strategies.

Alberto Siblesz is a financial advisor at Scala Capital LLC with 18 years of industry experience. He holds a Series 65 designation and has held roles at Glide Capital LLC and Smartinvest Capital LLC. He is also the managing director and chief compliance officer of Iconic Capital LLC. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management through model portfolios and employs a range of strategies including technical, fundamental, and cyclical analysis, alongside trading techniques such as options and short sales.

Christopher Cercy is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fierce Financial Group LLC, where he has worked since 2018. Prior to that, he was with FormulaFolio Investments, Retirement Wealth Advisors, and Maestro Wealth Advisors. Fierce Financial Group is a small, advisor-supported registered investment adviser specializing in customized investment management for high-net-worth individuals, families, and trusts. The firm offers Active, Passive, and Hybrid strategies with portfolios managed on a discretionary basis, focusing on individualized service and low-cost implementation.

Thomas Crowell is a financial advisor at Kraken Adviser LLC with a Series 65 designation. He has professional experience with companies including Payward, Inc. and Hillsboro Aero Academy LLC. Crowell has been with Kraken Adviser since 2025. Kraken Adviser LLC provides web- and mobile-based investment advisory services focused on individual clients using both crypto trading and securities brokerage accounts. The firm offers thematic ETF and equity Bundles managed by an Investment Committee and an AI-driven Portfolio Agent that delivers personalized portfolio recommendations with discretionary trading authority.

Sean Pendray is a financial advisor at Merited Wealth, LLC with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Merited Wealth in 2024, he worked at Mutual Trust Asset Management, Inc., Mutual Trust Company of America Securities, and Freedom Investors Corp. Pendray also operates Pendray Financial Associates, where he provides insurance-related services including annuity products and compliance solutions. Merited Wealth offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm employs primarily long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, and utilizes third-party platforms for account aggregation and monitoring.

Anthony Arias is a financial advisor at GMG Asset Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Arias Capital Partners, Equity Services, and Cetera Advisors LLC. Outside of his advisory role, Arias is the CEO and founder of Oneiro Development LLC, a company focused on tech development in healthcare, real estate, and cybersecurity. GMG Asset Management provides portfolio management and investment advisory services to individuals, high-net-worth clients, and business entities. The firm employs both fundamental and quantitative analysis across various strategies, managing discretionary and non-discretionary accounts while aligning investments with client-defined goals and risk profiles.

Dennis Coral is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Investment Management, Kovack Securities, and SunTrust Advisory Services. In addition to his advisory work, Mr. Coral is a licensed life insurance agent, assisting clients with insurance decisions. Coral Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and advisory services for Health Savings Accounts, utilizing firm-developed model portfolios focused primarily on exchange-traded funds.