Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

David A. Lurch is a financial advisor with David Lurch LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Prior to founding his own firm in 2024, he worked at UBS Financial Services Inc. for 11 years. He serves on the board of directors for the Miami Yacht Club, a nonprofit organization. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a blend of fundamental, quantitative, technical, and charting analyses within a modern portfolio theory framework, employing both long-term and active trading strategies across a variety of investment products.

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Luciano Duque is a financial advisor at Sardona Global Advisors LLC based in Jacksonville, FL, holding Series 65 and Series 66 licenses with over 15 years of experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley, as well as leadership at Latinpago and Duque Investment Group. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, while also serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach, conducting due diligence and oversight of sub-advisers and offering additional services such as private fund administration and corporate management.

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Melissa Vander Voord is a financial advisor at Allegiant Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Allegiant Financial Advisors since 2013. In addition to her advisory role, she serves as a bookkeeper for the Law Offices of Aaron Resnick, P.A. Allegiant Financial Advisors is an independent firm serving clients through personalized financial planning and investment management.

Ivan Mendoza is a financial advisor at Mendoza Private Wealth in Miami, FL, with 26 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked previously at Wells Fargo Advisors Financial Network and Bernstein Global Wealth Management. Mendoza Private Wealth is an independent registered investment adviser managing approximately $101 million in client assets across individual and institutional clients. The firm provides discretionary, tactical portfolio management and financial planning services, including specialized fiduciary services for retirement plans.

Hugh Moore is the principal advisor at Moore Financial Planning Advisors, LLC in Davie, FL, with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonies of Hope. Outside of financial advising, he serves as the CEO and insurance agent of Interactive Financial Network, Inc., an insurance services business he has led since 1993, and also provides tax preparation and advisory services through IFN Business & Tax Services, LLC. Moore Financial Planning Advisors, LLC is an independent, fee-based firm serving primarily individual clients with financial planning, cash-flow management, qualified plan consulting, and portfolio management. The firm employs a meeting-driven client process and uses fundamental, technical, and cyclical analysis to guide investment decisions, offering both discretionary and non-discretionary management, including use of the Betterment for Advisors platform and referrals to third-party managers.

Eileen Mouly is a CFP® with 40 years of experience in financial advisory services. She is the principal and sole advisor at Mouly Financial Management, Inc., where she has worked since 1991. Her prior experience includes roles at Singer Xenos Securities Corp and Supreme Alliance LLC. In addition to her advisory work, she is a licensed insurance agent and a certified public accountant. Mouly Financial Management provides tailored investment management and financial consulting to individuals, high net worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes client-specific asset allocation and diversification, managing accounts primarily on a non-discretionary basis with approval required for transactions.

Vinicius Ribeiro is a financial advisor at B.Side Investments LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Hollander Asset Management, LLC for 14 years. Outside of his advisory role, Ribeiro is involved in several business ventures including general business consulting, online jewelry sales, co-ownership of a beauty salon, and consulting services for manufacturers entering the Latin American market. B.Side Investments provides discretionary and non-discretionary portfolio management primarily to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a multi-asset, multi-style approach, incorporating both fundamental and technical analysis, and is notable for its significant non-U.S. client exposure and expertise with pooled vehicles and foreign-registered funds.

Jyote Patel is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Harbor Wealth Management in Fort Lauderdale, FL. Prior to founding Harbor Wealth Management in 2016, Patel has operated Create A Bela Life Coaching since 2013, offering well-being and empowerment life coaching services. Harbor Wealth Management provides investment management services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs an asset-class allocation strategy with long-term, low-turnover portfolios, utilizing Buckingham’s Structured Investing Advantage program and Dimensional Fund Advisors sub-advised funds, while managing client assets primarily on a non-discretionary basis.

Sherman Steele is the sole advisor at Steele Asset Management, an independent firm based in Fort Lauderdale, FL. He holds a Series 65 designation and has 20 years of industry experience, having operated his firm since 1995. Steele Asset Management is a fee-based advisory firm managing approximately $45.4 million in assets. The firm offers discretionary asset management, hourly financial planning, and advisory services primarily for individuals, trusts, estates, and pension and profit-sharing plans, with a focus on one-on-one client consultations and portfolio management under discretionary authority.

Andrew Acosta is the sole advisor at Acosta Capital Advisors in Hollywood, FL. He holds a Series 65 designation and has experience working at Arkstone Wealth Advisors LLC and Paramount Residential Mortgage Group, where he is currently employed. Acosta Capital Advisors is a newly formed investment advisory firm providing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, charting, and cyclical analysis, and tailors portfolios based on clients’ cash flow, tax exposure, real estate and business interests, and behavioral tendencies.

Alejandro Contreras is a financial advisor at BlueReef Capital with six years of industry experience. He holds a Series 65 designation and has held roles at Apex Group Fund Services, Icon Living LLC, FlexFunds, Contral Consulting Inc, and Viesso. Outside of financial advising, he is a licensed mortgage salesperson in Florida and California. BlueReef Capital provides portfolio management and investment advice primarily to individual clients, creating Investment Policy Statements tailored to each client and typically managing accounts on a discretionary basis. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, cyclical, and charting analyses, along with strategies such as options, margin trading, private placements, and allocations to non-U.S. securities and real estate funds.

Kirill Vinogradov is a financial advisor at Vigo Capital LLC with a Series 65 credential and six years of experience in the industry. His prior roles include positions at Sextant Stays, Arx Financial Engineering, and Kit Finance, JSC. Outside of advising, he serves as CEO of two property-related companies, Galaxy 2105 and Northwood 35, involved in property management and development. Vigo Capital LLC provides investment management primarily to private funds, pooled vehicles, and accredited investors, offering customized portfolios with a discretionary global macro approach across multiple asset classes. The firm manages approximately $4.95 million in discretionary assets and combines beta exposures with tactical strategies using derivatives and other instruments.

John Crocker is a financial advisor with Crocker Capital, LLC in Cooper City, FL, holding a Series 65 designation and 10 years of industry experience. He previously worked at Crocker, White & Frishberg Insurance Agency and Elisea Frishberg Advisory Group, and was involved with Financial Media Global Florida, LLC. Outside of his advisory role, he participates as an independent sales affiliate with GIVERS University-CA LLC, which distributes nutrient dense food products and training courses. Crocker Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines fundamental, technical, and cyclical analysis with a value-oriented, strategic asset allocation approach and offers educational programs including multi-week option courses and public workshops.

Sam Curmaci is the sole advisor at SAC Investment Management LLC in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Leigh Baldwin & CO., LLC for over two decades before founding his current firm. SAC Investment Management provides discretionary wealth management, integrated financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $68 million in client assets, focusing on customized portfolios with a fundamental analysis approach and long-term orientation, including services for retirement plan sponsors not commonly offered by similarly sized advisors.

Edward Dubinski is a financial advisor at Fintelect AM, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fintelect AM since 2022 and at Axensis, LLC since 2011. He is also a general partner of Fintelect Horizons LLC, a separate entity not offered to advisory clients of Fintelect AM. Fintelect AM, LLC provides discretionary portfolio management to individuals, high-net-worth individuals, and investment companies, using a combination of cyclical analysis, fundamental analysis, and modern portfolio theory. The firm includes non-U.S. securities in client portfolios and conducts regular reviews aligned with documented investment objectives and risk tolerances.

Amaury Sanchez Cifuentes is a CFP® professional with 24 years of experience in the financial industry. He is affiliated with Azzendo Wealth Advisors and has held roles at Cathy Pareto & Associates Inc. and Alterra Home Loans, where he serves as a non-producing branch manager. Outside of his advisory work, he is president and sole owner of First Alliance Mortgage Corp., a mortgage lending company. Azzendo Wealth Advisors provides tailored investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using fundamental and technical analysis, managing approximately $141 million in assets for about 110 client accounts.

Lawrence Kamin is a CFP® and Series 65-registered financial advisor with 14 years of experience, operating LK Financial Planning LLC in Miami Beach, FL. He has managed his independent firm since 2012, serving a select number of clients with a focus on comprehensive financial planning and investment supervisory services. LK Financial Planning LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth households. The firm emphasizes long-term, diversified asset allocation using primarily ETFs and low-cost mutual funds, with attention to tax efficiency and multigenerational planning tailored to each household’s needs.