Nelson Pang is the principal of Variety RIA LLC, a registered investment adviser based in Brooklyn, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Outside of his advisory role, he practices as a pharmacist and operates a tax preparation business, in addition to being a licensed real estate broker. Variety RIA LLC provides wealth management, financial planning, and discretionary investment management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an asset-allocation strategy based on Modern Portfolio Theory, combining passive and active funds with a long-term investment approach.

Eric Gabor is a Certified Financial Planner® and holds a Series 66 license. He is the sole advisor at Eagle Grove Advisors LLC, an independent firm based in Westfield, NJ, and has 14 years of industry experience. He has led Eagle Grove Advisors since its founding in 2016. Eagle Grove Advisors serves individual and high-net-worth clients by providing discretionary investment management and various financial planning services. The firm employs a primarily passive investment strategy, using diversified portfolios of index mutual funds and ETFs tailored to clients’ goals and risk tolerances, with regular portfolio reviews and rebalancing as needed.

John Hannigan is the sole advisor at Hannigan Financial, LLC, an independent firm based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Hannigan has worked at Barclays Capital Inc. since 2007. Outside of finance, he is also active as a professional actor and singer. Hannigan Financial, LLC offers hourly financial planning and investment advisory services to individuals and families. The firm provides non-discretionary advice without managing client assets, focusing on retirement planning, budgeting, investment education, and coordination of estate planning.

Manikanthan Velayutham is a financial advisor at Sakthi Capital LLC with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Sakthi Capital, he worked at Korn Ferry ICS, Open Systems, SEQ Technology, and INTL FCStone. Sakthi Capital provides portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, corporations, trusts, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory and offers both discretionary account management and financial education workshops.

Dylan Cohan is a CFA® charterholder and the sole advisor at CatsGame Capital LLC, with four years of industry experience. Prior to founding CatsGame Capital in 2020, he worked at Portland House Group for 12 years. He also works as an analyst for a family office during trading hours. CatsGame Capital LLC provides discretionary investment management to a small group of qualified clients, focusing on concentrated equity portfolios and employing a performance-based fee structure. The firm emphasizes fundamental research and uses targeted short positions and derivatives to manage risk.

Richard Colacino is a CFP® with 31 years of industry experience, currently serving at OSAIC and Rc Financial, Inc. He has been involved with OSAIC since 2003 and founded Colacino Tax Partners in 2002, where he prepares tax returns. His background includes leadership as president and investment adviser representative at Rc Financial, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization.

Richard Pasiuk is a financial advisor at Duracapital with three years of industry experience. He holds a Series 65 designation and has worked at Duracapital since 2017. Pasiuk also has a long tenure at Con Edison beginning in 2005. Duracapital provides portfolio management and pension consulting services primarily to pension, profit-sharing, and 401(k) plans, as well as to individuals, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies and instruments tailored to clients’ objectives, with a focus on ongoing account monitoring and asset allocation.

Priyanka Ranjan is a financial advisor at Pioneer Advisory LLC holding a Series 65 designation with experience at Goldman Sachs & Co. LLC, Venerable, J.P. Morgan Chase & Co., and Fidelity Investments. Prior to entering the industry, Ranjan completed five years of full-time education. Pioneer Advisory operates PiTrade, an SEC-registered internet investment adviser delivering automated, algorithm-driven portfolio management and copytrading through a mobile application. The firm uses a subscription-based model and provides continuous automated advisory services with real-time monitoring and adjustments to align with client risk tolerance and objectives.

Andy Liang is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Sylo Planning. He previously worked at Charles Schwab & Co., Inc. for eight years before founding Sylo Planning in 2024. Outside of his advisory role, Liang is involved in real estate investment and property management through several LLCs. Sylo Planning, LLC is an independent, fee-only registered investment adviser providing financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes asset allocation using Modern Portfolio Theory and a combination of passive and active strategies, managing most assets on a non-discretionary basis and offering both ongoing and project-based planning engagements.

Nikolaos Paloumbis is a financial advisor at Retired Capital LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital, L.P. He is also the fund manager of VC Fund Ventures LLC, focusing on pre-IPO and private equity investing. Retired Capital LLC is a single-advisor independent investment adviser serving high-net-worth individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management across public and private instruments, combining fundamental, quantitative, technical, and charting analysis with strategies ranging from long-term investing to short-term trading and private fund advisory services.

Jeffery Wimer is the principal of Wimer Investment Management and holds Series 63, 65, and 66 licenses with 27 years of industry experience. He worked at Citigroup Global Markets Inc. for 12 years before founding his independent advisory firm. Wimer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $85.6 million across about 15 accounts. The firm employs fundamental analysis and modern portfolio theory to construct and monitor portfolios, using strategies that include trading equities, fixed income, mutual funds, ETFs, and options.

Rachael Lam is a CFP® and principal at Auriex Wealth Advisors LLC in New York, NY. She has 17 years of industry experience, including a long tenure at Bank of America, and currently operates a tax and bookkeeping business alongside her advisory role. She is also licensed as a real estate agent affiliated with a broker. Auriex Wealth Advisors LLC is an independent, fee-only firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm offers discretionary portfolio management and financial planning using a combination of passive and active strategies, and it provides ERISA retirement-plan management services as a 3(38) investment manager.

Tonia Gustafson is a financial advisor at Sabbia Faro Wealth Management LLC with 4 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for over two decades at Cooper Family Office, where she served as Director. She continues to act as a Trustee for six trusts associated with her prior employment. Sabbia Faro Wealth Management provides portfolio management and integrated financial planning primarily for high-net-worth individuals. The firm follows a long-term trading approach with customized accounts, offering services such as cash-flow planning, retirement distribution strategies, and family-based planning.

William Battistelli is a financial advisor at Nisonoff & Quadrel Investment Management LLC with five years of industry experience. He holds a Series 65 designation and has served in the US Army ARDEC since 2011. In addition to his advisory role, he is a partner in a life insurance agency. Nisonoff & Quadrel Investment Management LLC provides investment management and financial planning services to individuals, families, corporations, small businesses, and business owners. The firm offers discretionary portfolio management and customized financial planning, with a focus on no-load stocks, bonds, ETFs, and mutual funds, supported by closely affiliated accounting and insurance services.

Katherine Young is a CFP® and CFA® with four years of industry experience. She is the sole advisor at Yearwood Young Advisors, where she has worked since 2020. Her prior experience includes roles at Bessemer Trust and EnTrustPermal. Yearwood Young Advisors offers investment management, comprehensive financial planning, and family office consulting primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes strategic asset allocation and broad diversification, combining passive and selectively active investment strategies, and provides ongoing, personalized financial planning with regular reviews.

Peter Dowdeswell is a financial advisor at Rosci Lamb, LLC in New York, NY, holding a Series 65 designation with six years of industry experience. His prior work includes roles at KDT Advisors, KDT Investment Advisors, and Safra Sarasin. Rosci Lamb, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $65 million in client assets and offers tailored portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and alternative investments, serving a client base that includes corporate and international clients.

Olga Iliachenko is a financial advisor at OLA-I Consulting in New York, NY, holding Series 63 and Series 65 licenses. She has prior experience working at Egan Tax & Books Ltd. and AMS, Inc. before founding OLA-I Consulting in 2024. OLA-I Consulting provides personalized, advice-only financial planning to individuals, families, and small-business owners, focusing on tax-aware guidance and written recommendations for publicly traded investments. The firm emphasizes long-term, diversified asset allocation and comprehensive planning services without discretionary portfolio management or trade execution.

Cristina Guglielmetti is a CFP® and holds a Series 65 license, with four years of industry experience. She is the sole advisor at Future Perfect Planning, LLC, where she has worked since 2016. Future Perfect Planning provides comprehensive financial planning and discretionary portfolio management to individuals, couples, and families. The firm employs a passive, asset-allocation strategy using low-cost index mutual funds and ETFs, focusing on a planning-first model with fixed-scope initial plans and optional ongoing retainers.

Craig Linden is a financial advisor at Spectrum AC Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Spectrum AC Advisors since 2015. In addition to his advisory work, Linden is a licensed real estate broker involved in consultation, real property investment sales, and mortgage financing. Spectrum AC Advisors, LLC provides portfolio management and advisory services to individual and high-net-worth clients, focusing on diversified portfolios constructed through asset allocation and sector-rotation analysis. The firm manages accounts on a boutique scale with approximately $2.7 million in assets under management and incorporates alternative investments and third-party manager oversight in its strategies.

Kevin Chen is a financial advisor at Horizon Financial Advisors LLC with Series 63 and Series 65 credentials and four years of industry experience. He serves as Chairman and CEO of Edoc Acquisition Corporation, a healthcare acquisition company, and holds board positions with Infint Acquisition Corporation and Capitan Investment Ltd. Additionally, he is an Adjunct Assistant Professor at New York University and an Editorial Advisory Board Member for the Global Commodity Applied Research Digest at the JP Morgan Center for Commodities. Horizon Financial Advisors provides investment management primarily to pooled investment vehicles and institutional or high-net-worth accounts. The firm employs a long-term, allocation-driven approach with tailored guidelines and ongoing monitoring, serving clients through separately managed accounts and sub-advisory arrangements.