Edward Chang is a financial advisor at Pledge Capital LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has been with Pledge Capital since 2016. Pledge Capital provides discretionary and non-discretionary investment management services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm employs a value-oriented strategy with a growth bias, focusing on equities and exchange-traded funds and using a bottom-up fundamental research process.

Tyler Wong is a financial advisor at Hyperion Wealth Management LLC in New York, NY, holding a Series 65 designation with three years of industry experience. Prior to his current role since 2022, his work history includes positions at Amazon and various delivery services. Hyperion Wealth Management LLC provides discretionary asset management and financial planning services without a formal account minimum, managing approximately $1 million in assets. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, charting, and cyclical analysis, with strategies ranging from long-term holdings to option writing, and conducts regular portfolio reviews focused on allocation, rebalancing, and tax-loss harvesting.

Gabriel Markiz is a CFP® professional with 22 years of experience in financial advising and over 30 years as a CPA. He is the owner of Markiz Wealth Management and also operates a separate CPA firm. He currently dedicates most of his time to his CPA practice while managing his financial planning business. Markiz Wealth Management provides wealth management and financial planning services primarily to individuals, families, pension and profit-sharing plans, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term strategic asset allocation, global diversification, and tax-efficient implementation, with portfolios tailored to each client’s tax situation.

Brian Redican is the founder and sole advisor of Courseview Capital LLC in Bronxville, New York, with 27 years of industry experience. He has held roles at Arcadia Securities, Wilmington Capital Securities, and Lps Partners Inc before establishing Courseview Capital in 2020. He holds Series 63 and Series 65 designations. Courseview Capital LLC provides portfolio management and financial planning primarily for individual clients, managing approximately $3.09 million across 11 accounts. The firm uses a discretionary approach with a concentrated equity orientation and also offers adviser selection services.

Simon Wu is a financial advisor at Edgewater Management Partners LLC in Fort Lee, NJ, holding a Series 65 designation with six years of industry experience. He has been with Edgewater Management Partners since 2019. Edgewater Management Partners LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and other entities, including a significant number of non-U.S. investors. The firm employs an equity long-short strategy using fundamental analysis combined with proprietary models, actively utilizing derivatives and leverage in managing tailored portfolios.

Brian Reddington is a financial advisor at R Squared IV with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Castleview Partners, LLC, David Lerner Associates, and New York Life Insurance Company. Outside of his advisory work, he occasionally drives for Uber after market hours. R Squared IV is an independent investment advisory firm that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth families, trusts, and small institutions. The firm employs a quantitative, systematic investment process using multi-factor models and combines trend-following and mean-reversion signals, typically executing strategies through ETFs and index mutual funds tailored to client objectives and risk tolerances.

Patrick Keane is a financial advisor at Nevis Equity Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at several firms including Bank of America and Envoy Mortgage, and is involved in entrepreneurial ventures such as co-founding a parking information app and operating a guided-tour business. He is also a licensed mortgage loan originator. Nevis Equity Advisors LLC provides discretionary investment management, wealth management, and financial planning services to individuals and high-net-worth clients. The firm’s investment process is based on fundamental analysis with a long-term focus, incorporating individual stocks, bonds, alternative investments, and cryptocurrency when appropriate, and frequently selects and oversees unaffiliated independent managers as part of its strategy.

Michael Woloch is a CFP® and Series 65-licensed advisor with Financial Strategy Advisors, LLC, where he has worked since 2014. He has 12 years of experience and operates a solo independent advisory practice in Bayside, NY. Outside of financial advising, he devotes significant professional time to an unrelated dental practice. Financial Strategy Advisors, LLC is a fee-only registered investment adviser that provides personalized financial planning to individual clients, including high-net-worth individuals. The firm offers services through flat-fee retainers and focuses on recommendations involving mutual funds and ETFs, without managing client assets or executing trades.

Vincent Travagliato is a financial advisor with WealthWise, LLC, an independent firm based in Mount Kisco, NY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. In addition to his advisory role, he practices as a trust and estate lawyer. WealthWise, LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, focusing on long-term trading strategies supported by charting, fundamental, and technical analysis. The firm prepares written Investment Policy Statements and conducts regular reviews without discretionary trading authority.

Gregory Prato is a financial advisor at Prato Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Outside of his advisory role, he is involved in commercial real estate and aviation holding companies. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm uses an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers portfolio management through both traditional advisory and wrap fee programs.

Jay Furst is a financial advisor at Forteris Wealth Management, Inc. with 4 years of industry experience. He holds a Series 63 designation and has been with Forteris Wealth Management since 1993. Forteris Wealth Management, Inc. is an SEC-registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $179.6 million in assets, employs customized portfolios including equities, fixed income, mutual funds, ETFs, and derivatives, and offers ongoing portfolio monitoring with regular reviews.

James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior business experience spanning over a decade with Newsearch Equipment & Salvage, a retail company selling used parts for diesel tractors and other equipment. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, including pension and 1031 exchange consulting, as well as a bundled Micro Family Office program that coordinates estate, tax, and wealth-transfer planning.

Youngdawn Ha is a financial advisor at Karani Asset Management LLC with a Series 65 designation and eight years of industry experience. Prior to joining Karani, Ha worked for four years at Lagoda Investment Management, L.P. Karani Asset Management LLC is an SEC-registered investment adviser managing approximately $55 million in discretionary separately managed accounts for individual and institutional clients. The firm employs a fundamentals-driven, buy-and-hold investment approach focusing on publicly traded equities while utilizing various instruments to meet client objectives, and offers performance-based fee arrangements with disclosed procedures to address related conflicts.

Avraham Ziv is a financial advisor at Dorado Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Western International Securities, Inc., Northeast Asset Management LLC, and Northeast Securities, LLC. He also serves as a non-variable insurance agent. Dorado Wealth Management LLC provides portfolio management and advisory services to individuals, corporations, and 401(k) participants, with plans to expand to pension funds, financial institutions, and charitable organizations. The firm primarily manages assets on a non-discretionary basis and utilizes third-party investment managers on the Schwab platform.

Carol Mammone Desimone is a financial advisor at Abbondandolo Wealth Management Corp with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abbondandolo & Co since 2006. Desimone is also a Certified Public Accountant and occasionally provides clients with advice or products from her accounting practice. Abbondandolo Wealth Management Corp offers fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm follows a strategic asset-allocation approach using the SEI investment platform, emphasizing diversification and disciplined rebalancing.

Hakan Ergulec is a CFA® charterholder and has been with Tekmen Wells LLC since 2013, accumulating 4 years of industry experience. He serves as Principal and Managing Partner of two investment-related holding companies focused on private company investments. Tekmen Wells provides asset management and financial consulting services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm employs a discretionary portfolio management approach using diversified asset allocations and third-party managers through the Envestnet platform, with a notable use of a wrap-fee program as its primary investment vehicle.

Ivan Feinseth is a financial advisor at Tigress Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Tigress Financial Partners since 2011. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory, employing strategies such as long- and short-term trading, options, short sales, and margin.

Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Peter Debuona is a financial advisor with Buckram Securities Ltd in Locust Valley, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Buckram Securities since 2003. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, IRAs, SEP accounts, self-employed 401(k) plans, and trusts, managing approximately $92.7 million across 133 accounts. The firm provides discretionary portfolio management through its Buckram Wealth Management wrap fee program, using fundamental and technical analysis alongside third-party research to tailor equity, balanced, and fixed-income portfolios to client goals and risk tolerance.

Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.