Aquiles Larrea is the principal of Larrea Wealth Management in New York, NY, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and SSN Advisory Inc. Larrea is also an author and provides coaching and consulting services based on over two decades of entrepreneurial experience. Larrea Wealth Management is a state-registered advisory firm serving individuals, corporate pension and profit-sharing plans, charitable institutions, and small businesses. The firm offers financial planning, portfolio reviews, and investment advice, and operates a membership website providing retirement-planning guidance for 401(k) participants.

Nicholas Jones is the sole advisor at Altanes Investments, LLC, an independent firm based in Mill Neck, NY. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Jones has been with Altanes Investments since 2003. Altanes Investments provides discretionary portfolio management and continuous investment advice to individual clients, focusing on personalized investment policies based on goals, time horizon, risk tolerance, and tax considerations. The firm emphasizes fundamental analysis and a long-term purchase strategy, managing approximately $22.8 million across about 20 individual accounts.

Mitchell Spiegel is a CFA® charterholder with four years of industry experience, currently serving as the sole advisor at Enterprise Value Capital Management, LLC. His prior work includes roles at Kildonan Castle Asset Management and Global Credit Advisers, along with periods of self-employment. Enterprise Value Capital Management provides portfolio management services to individuals, high-net-worth clients, pooled investment vehicles, and other advisers. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis alongside modern portfolio theory, while tailoring risk tolerance through documented Investment Policy Statements.

Emily Maretsky is the principal of Educated Financial Planning and holds a Series 65 designation with two years of experience in financial advising. She has a background in education, having worked at multiple schools and educational organizations prior to founding her firm. In addition to financial advising, she operates Teacher Financial Coach, LLC, which focuses on financial coaching for educators. Educated Financial Planning is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers integrated investment management and comprehensive financial planning, emphasizing strategic asset allocation through low-cost mutual funds and ETFs, with services that include retirement and estate planning, college-savings analysis, and socially responsible investment options.

Gregory Silver is a CFA® charterholder and principal of Silver Advisors, LLC, with nine years at his firm and seven years prior experience at Schroders Investment Management, totaling 16 years in the financial industry. Based in New York, he specializes in investment management and financial planning. Silver Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, non-profits, and corporate entities. The firm employs fundamental analysis and active portfolio construction, with expertise in micro- and small-cap equities, options strategies, and selective short positions, while offering both discretionary and non-discretionary advisory services. The firm also provides real estate consulting and business advisory services, including performance-based fee arrangements for qualified clients.

Chien Hoong Wu is the principal advisor at Wu Wealth Advisory, LLC, holding Series 65 and Series 66 licenses with eight years of industry experience. He has worked at firms including Forest Hills Financial Group and HSBC Securities (USA) Inc. and is also an independent insurance broker licensed to sell annuities, life, health, and long-term care coverage. Wu Wealth Advisory serves individuals, including high-net-worth clients, and small businesses by providing customized financial planning, investment consultation, and portfolio management. The firm employs a Core + Satellite investment approach, combining passive indexed ETFs with selective active holdings, and offers services ranging from modular advice to comprehensive ongoing planning.

Richard Daskin is a CFP® and CFA® with 16 years of industry experience. He is the principal of RSD Advisors, an independent firm he has led since 2010, and has provided consulting services on municipal bond pricing to Harvest Investments since 2008. RSD Advisors offers financial planning and discretionary investment management to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses fundamental analysis to guide diversified portfolios and manages accounts primarily on a discretionary basis, with a focus on tailored risk tolerance and time horizons.

Samuel Muffly is the sole advisor at SM Carlton Advisory in Astoria, NY. He holds a Series 65 designation and has five years of industry experience. Muffly also works full-time as a Special Gifts Officer for the Cohen Children's Medical Center at the Northwell Health Foundation. SM Carlton Advisory serves individual investors with a $50,000 minimum and provides discretionary portfolio management focused exclusively on publicly traded equities. The firm emphasizes fundamental analysis and manages individualized, equity-only accounts with a buy-and-hold approach, aiming for long-term growth.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Mark Pepper is the sole advisor at MRC Group LLC, an independent firm based in New York, NY. He holds the Series 65 designation and has eight years of industry experience, including ten years with MRC Group. In addition to his advisory role, he provides consulting services to small businesses. MRC Group LLC delivers portfolio management and investment advisory services primarily to individual and high-net-worth clients, combining fundamental, quantitative, technical, and charting analysis with an emphasis on equities. The firm also uses options and other derivatives strategies and offers discretionary trading along with performance-based fee arrangements for eligible clients.

James Manfredonia is a financial advisor with Fig Tree Financials LLC in New York, NY, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. His prior work includes roles at Barclays Capital Inc. and various educational institutions. He serves as an adjunct professor at Fordham University. Fig Tree Financials LLC provides customized investment advisory services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs both fundamental and technical analysis with a primarily long-term investment approach, constructing portfolios from individual equities, ETFs, mutual funds, and covered options based on client risk tolerance and asset allocation preferences.

Zhirun Gao is a financial advisor at Easytransfer Corporation, holding a Series 65 designation and beginning their advisory career in 2025. Prior to joining Easytransfer, Gao was affiliated with various institutions, including Columbia University and Ohio State University. Easytransfer Corporation provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on U.S. equities and ETFs. The firm employs multiple analytical methods and both long- and short-term trading strategies, while emphasizing regular monitoring, reporting, and equitable allocation of investment opportunities.

Leonard Ellis is a financial advisor at Mohawk Capital Advisors, LLC with 5 years of industry experience. He holds a Series 63 designation and has worked at Atlas Merchant Capital, LLC since 2022, where he manages a fund as a Managing Director. He has also held a position at Service Academy Capital Management, LLC and has been with Mohawk Capital Advisors since 2014. Mohawk Capital Advisors offers personalized, discretionary portfolio management for individuals, institutional, and non-profit clients, employing a fundamental analysis approach supplemented by technical tools and options strategies. The firm manages approximately $35.5 million in discretionary assets and utilizes full trading discretion, including borrowing within separately managed accounts.

Joseph Thumpasery is a financial advisor at Fourth Wall Advisors LLC with one year of experience in the industry. He holds Series 65 and Series 63 licenses and has previously worked at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. In addition to his advisory role, he oversees a residential property business in Orlando, Florida. Fourth Wall Advisors LLC is an independent registered investment advisor founded in 2025 that serves pooled or institutional mandates as well as individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a focus on discretionary management of portfolios primarily using options contracts, individual equities, and ETFs, offering both long-term orientation and flexibility for shorter-term trading activities.

Marcantonio Antamoro is a financial advisor with Alpha, holding the Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Alpha RIA LLC since 2021 and previously spent five years at Hilbert 8, LLC. Alpha is an independent, fee-only registered investment adviser that provides personalized separately managed account portfolio management primarily to high-net-worth and ultra-high-net-worth individuals and their families. The firm employs a top-down macroeconomic approach combined with quantitative portfolio construction and behavioral finance, offering diversified, low-turnover allocations across various asset classes.

Anthony Rouzzo is a CFA charterholder and the sole advisor at Aristo Advisors LLC in New York, NY, with 12 years at the firm and five years of industry experience. His background includes institutional equity research and private portfolio management. Aristo Advisors provides discretionary investment management to individual and high-net-worth clients, focusing on personalized portfolios primarily composed of individual equity securities. The firm employs a research-intensive, value-oriented approach aimed at long-term capital appreciation and typically maintains a very small client base to allow for hands-on management.

Adam Johnson is a financial advisor at Bullseye Investment Group with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments, LLC and Kensington Investment Counsel. In addition to his advisory role, he is the founder and editor of Bullseye Brief, a weekly investment letter focused on American innovation. Bullseye IG LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, specializing in U.S. public equity strategies without using third-party managers. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory, maintaining a long-term trading orientation and regular portfolio reviews.

Andrew Jarombek is the sole advisor at Jarombek Capital LLC in New York, NY. He holds a Series 65 designation and has prior work experience at Evernorth and Gartner, as well as an academic background from St. Lawrence University. Jarombek Capital LLC is a single-member investment advisory firm providing discretionary portfolio management and investment guidance primarily to individual clients. The firm employs a long-term, buy-and-hold strategy with a focus on fundamental analysis and strategic asset allocation.

Jasdeep Khera is a financial advisor at Altera Private Wealth LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at RainMaker Securities, Goldsher Group, Yieldwink, CION Securities, LLC, and Lord, Abbett & Co. LLC. Khera is the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, private equity, and private credit offerings. Altera Private Wealth provides investment management and wealth-planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, pension plans, and institutional clients. The firm’s investment approach focuses on asset allocation, portfolio structure, tax management, and use of multiple specialist managers, with capabilities that include managing pooled vehicles, institutional mandates, and providing pension consulting services.

Jonathan Seif is a financial advisor with The ProFolio Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Betterment Holdings, Inc. since founding The ProFolio Group in 2018. The ProFolio Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with automated rebalancing and tax-loss harvesting, alongside options for individual stock portfolios and covered-call strategies. It also provides formal retirement plan consulting, fiduciary support, participant education, and combines institutional automated ETF platforms with separate stock-trading custodians for specialized mandates.