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.

Leonardo Cardoso is a financial advisor at Brazen Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at IDB Capital Corp. and Israel Discount Bank of New York. Outside of his advisory role, he serves as an executive officer of QuantGate Systems, a fintech firm specializing in AI and machine learning solutions for the financial industry, and is a founding member of 100Ventures, a startup developing a financial education platform. Brazen Capital provides discretionary and non-discretionary investment management services to individuals, families, and institutional clients, including those outside the U.S. The firm employs risk-profile driven model portfolios based on modern portfolio theory and proprietary assessments, blending fixed income, equities, and alternatives, and offers subscription research and publications alongside its investment services.

Zafer Atlas is a CFA® charterholder and Series 63 licensee based in New York, NY, with three years of industry experience. He is the sole advisor at Sanity Capital Management LLC, where he has worked since 2021. Prior to this, he was involved with Tothelift.com LLC and Bloom Tree Partners LLC and currently serves as a senior advisor on the advisory board of House Studios, LLC, a social impact-driven entertainment and e-commerce company. Sanity Capital Management LLC provides discretionary portfolio management to individuals, high net worth clients, and family offices, focusing on long/short equity strategies that utilize regulatory disclosures, quantitative and qualitative research, and macroeconomic analysis. The firm employs margin lending and short selling within separately managed accounts and offers limited ancillary financial planning tied to portfolio management.

Martin Herzberg is a financial advisor at Alphatheta Capital LLC with 16 years of experience. He holds the Series 65 and Series 63 designations and operates as the sole advisor at the independent firm based in Lawrence, NY. Alphatheta Capital LLC provides discretionary portfolio management to a select group of individual and institutional clients, managing approximately $3.7 million in assets. The firm employs a combination of quantitative models, fundamental and technical analysis, and a range of trading instruments to focus on income-producing strategies and ongoing portfolio oversight.

Christopher Minko is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Minko Wealth. His prior roles include working with Cetera and operating an independent insurance agency. In addition to his advisory work, he assists with trust administration and Medicaid applications through a separate law office. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm offers discretionary portfolio management, retirement rollover advice, and access to sub-advisers and alternative investments, constructing portfolios based on client goals, time horizon, and risk tolerance.

Suneil Kalantry is a CFA® charterholder and financial advisor at Kalantry Advisors LLC with six years of experience at the firm and a total of twelve years in the industry through his affiliation with Kalantry LLP. He is also a CPA and partner at Kalantry LLP, where he occasionally provides accounting-related advice or products to clients. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, delivering client-specific investment policy statements, portfolio monitoring, and access to third-party money managers and managed account solutions.

Mark Blinderman is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He has been with Walnut Investment Services since 2001. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm emphasizes fundamental securities analysis and asset allocation, providing both discretionary portfolio management and consultative guidance tailored to client goals.

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation. He has one year of industry experience, including previous roles at Reiss and other positions prior to joining MacFarlane Investors. MacFarlane Investors provides investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm employs a fundamental research-driven, long-term buy-and-hold investment approach and integrates financial planning into its portfolio management process.

Chao Xu is a CFA® charterholder with 6 years of industry experience. He has been with IONE Capital Management LLC for 10 years in various roles and is currently based in Hoboken, NJ. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach, utilizing statistical alpha strategies, algorithmic asset allocation, and a combination of technical and fundamental analysis, while adhering to explicit risk management policies.

Frank Riggio is the managing member of Prosus Wealth Management in New York, NY, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp Advisory Services and Franklin Financial Planning. Mr. Riggio also holds a New York State Life and Health Insurance License and occasionally recommends insurance products as part of financial planning. Prosus Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $8.1 million in discretionary portfolios. The firm uses a written Investment Policy Statement and strategic asset allocation based on Modern Portfolio Theory, employing a core-and-satellite approach with quarterly reviews.

Robert Ruggirello is a CFA® charterholder with 10 years at Brave Eagle Wealth Management and 20 years of prior service with the FDNY. He has four years of industry experience as a financial advisor. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing wealth management, financial planning, portfolio management, and business and tax consulting. The firm combines active management with modern portfolio theory and a core-and-satellite approach, incorporating human capital analysis and derivative strategies as part of its investment process.

Howard Lisch is a financial advisor with Lisch Investment Management LLC and holds a Series 63 designation. He has 30 years of industry experience and has worked at several firms, including Securities Service Network, Inc. and Leigh Baldwin & Co., LLC. In addition to his advisory work, he operates a certified public accounting firm and is a licensed attorney. Lisch Investment Management LLC is a fee-only adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth, managing diversified portfolios that include dividend-paying equities, REITs, master limited partnerships, and bond funds.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.

Daniel Baldini is a CFA® charterholder with six years of industry experience. He is part of Oberon Asset Management, LLC, a team of four advisors based in New York, NY. Baldini has been with Oberon since 2001. Oberon Asset Management provides discretionary investment management to individuals, trusts, retirement plans, and a pooled investment vehicle. The firm follows a long-term, value-oriented approach based on fundamental analysis, investing primarily in U.S. and non-U.S. equity and debt securities.

Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.

Michael Tanney is a financial advisor with Pereon Wealth LLC in New York, NY. He holds Series 65 and Series 66 designations and has five years of industry experience. Prior to joining Pereon Wealth in 2025, he worked at Magnus Financial Group LLC for seven years and Wanderlust Wealth Management LLC for four years. He is also a licensed insurance agent involved in insurance sales and implementation. Pereon Wealth LLC is an SEC-registered investment adviser that provides discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using a range of asset types and employs multiple analytical approaches, with distinctive services including affiliation with Galago Tactical GP LLC and offerings such as lifestyle concierge and employee benefits consulting.

Deepak Malhotra is a financial advisor at Strategic Wealth Solutions LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual, MML Investors Services, and Mass Mutual. Outside of advisory work, he owns an accounting and tax practice. Strategic Wealth Solutions LLC serves individuals and pension/profit-sharing plans, providing portfolio management, pension consulting, and financial planning. The firm uses ETF-based allocations and a documented Investment Policy Statement to tailor investment strategies to client risk profiles and restrictions.

Michael Israels is a financial advisor at Israel's Ferguson Asset Advisors LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Fitzpatrick & Merritt and Brewster Lehman Stewardship, LLC since 1996. Outside of advisory work, he serves as chair of the Friends of the Amherst College Library and volunteers with the American Jewish Committee in New York. Israel's Ferguson Asset Advisors LLC provides investment management, portfolio review, and financial consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm emphasizes long-term strategies focused on capital preservation and tailored asset allocation, managing approximately $19 million in discretionary assets for about 108 clients.