Yair Harari is a CFA® charterholder and holds a Series 65 license. He is the sole advisor at 4-3-3 Capital LLC and has prior experience at Millennium Management and Balyasny Asset Management. Harari has been active in the investment industry since 2016. 4-3-3 Capital LLC provides discretionary portfolio management services primarily for pooled or institutional mandates, as well as individual, small-business, and high-net-worth accounts. The firm employs a combination of fundamental, quantitative, technical, charting, and cyclical analyses to construct equity- and ETF-focused portfolios, utilizing both long- and short-term trading strategies including short sales and margin.

Xiaowei Jiang is a financial advisor at Oceanus Capital Management in Miami, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Oceanus Capital Management in 2024, Jiang worked at Oceanus Research LLC, GSA Capital, and Welton Investment Partners. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm uses a combination of fundamental, top-down thematic research and proprietary data science to construct diversified portfolios, often employing hedging techniques and derivatives as part of its investment approach.

James Parris is a financial advisor at Ivory Wealth Management Inc. with 4 years of industry experience. He holds the Series 66 designation and has worked at Ivory Wealth Management since 2014. Outside of his advisory role, he has been involved with the Syosset Soccer Club since 2006, coaching and training youth soccer. Ivory Wealth Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm emphasizes a fiduciary standard and employs a range of analytical methods, offering primarily non-discretionary management alongside insurance and annuity advisory services.

Ronald Palastro is a financial advisor at Cobblestone Wealth Advisors with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cobblestone Wealth Advisors since 1998, with prior experience at Triad Advisors, Inc. and OSAIC. In addition to his advisory role, he is involved in insurance brokerage. Cobblestone Wealth Advisors provides financial planning, pension consulting, and adviser selection services to both institutional and individual clients. The firm primarily offers non-discretionary advice by recommending third-party money managers and monitoring their performance, using a mix of technical, fundamental, and cyclical analysis in its investment approach.

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.

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.

Cheng Kou is a financial advisor at Time Investment Advisers with a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked for ten years at Verisk Data Analytics. Time Investment Advisers provides portfolio management, financial planning, and advisory services tailored to individuals, families, trusts, estates, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and offers both long-term portfolio management and short-term trading strategies, including option strategies.

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.

Stuart Ruff is the principal and sole advisor at Ruff Choices, an independent registered investment adviser based in Cranford, NJ. He holds the Series 66 designation and has 22 years of industry experience, founding Ruff Choices in 1999. Ruff Choices provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, as well as charitable organizations and certain institutional clients. The firm employs a range of investment strategies including equities, ETFs, and mutual funds, and incorporates the use of margin, short sales, and options for separately managed accounts.

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.

Robert Bonavito is a financial advisor at The Financial Planning Group, Inc. in Scotch Plains, NJ, holding the PFS™ designation with 19 years of industry experience. He has been with The Financial Planning Group since 1995. The firm provides comprehensive financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Their approach includes tailored portfolio construction based on suitability assessments and combines fundamental, technical, and cyclical analysis in security selection.

Steven Rokeach is a CFA® charterholder and the principal advisor at Elliot Investment Management, LLC, with 23 years of industry experience. He founded and has operated the independent firm since 2003. Elliot Investment Management provides ongoing investment supervisory services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis with a range of strategies including options writing, managing portfolios across mutual funds, equities, bonds, fixed income, and select alternative products.

James Manfredonia is the principal of Fig Tree Financials LLC, an independent advisory firm based in New York, NY. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience, including prior roles at Barclays Capital Inc. and MPX Cross-Border Finance. In addition to his advisory work, Mr. Manfredonia 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 combines fundamental and technical analysis with a primarily long-term investment approach, constructing portfolios from equities, exchange-traded funds, mutual funds, and covered options tailored to client risk tolerance and goals.

Sean Pullman is a financial advisor at Pullman Wealth in Montclair, NJ, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Glassner Carlton Financial and Wellmont Advisory LLC. Pullman Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct portfolios tailored to clients' goals and risk tolerance, offering both discretionary and non-discretionary management alongside formal financial planning.

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.