Mark Mcnally is the sole advisor at Megstar Financial Management Inc. in Montvale, NJ, with 31 years of industry experience. He has worked at Megstar since 1992 and concurrently serves as a television production technician at WNYW-TV since 1977. Megstar Financial Management provides discretionary portfolio management and general financial advice to a select individual client base. The firm utilizes Modern Portfolio Theory to build diversified, low-turnover portfolios and emphasizes transparent reporting and conflict reduction through specific trading practices.

Kyrill Asatur is a financial advisor at Centerfin Capital in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centerfin since 2020, Gallatin Capital LLC since 2017, and Jerica Capital Management from 2016 to 2017. In addition to his advisory role, Mr. Asatur engages in private placement activities under the name Sophron Advisors as a registered representative with a broker-dealer. Centerfin Capital provides discretionary, model-based portfolio management primarily for individual investors, families, trusts, retirement accounts, and other registered investment advisers through an online platform. The firm manages portfolios using strategic asset allocation combined with tactical positioning and active rebalancing across multiple asset classes, implemented mainly with ETFs and mutual funds.

Woongkee Min is a financial advisor at Stewards Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked at Porro & Co for five years before joining Stewards Asset Management in 2020. Stewards Asset Management provides tailored investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, foundations, and corporate clients. The firm combines bottom-up fundamental analysis with top-down macro views, supplemented by technical analysis and ESG considerations, to construct global portfolios across various time horizons.

Martin Costello is a financial advisor with Preakness Retirement Advisors, LLC in Verona, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Aura Financial Services, Inc. since 2005. Preakness Retirement Advisors offers diversified asset-allocation advice and financial planning to individuals, qualified retirement plans, trusts, estates, corporations, and other business entities. The firm emphasizes a non-discretionary investment approach using low-expense index funds and combines fundamental and technical analysis within a modern portfolio theory framework.

Alexander Selem is the principal at Archedia Capital LLC, an independent advisory firm, and holds a Series 65 credential with six years of industry experience. He also works as Director of Data and Research at The Travelers Companies, where he conducts predictive modeling and data science related to workers compensation claims. Archedia Capital LLC provides discretionary investment management and portfolio advisory services to a small client base that includes individuals, high-net-worth clients, trusts, retirement plans, and certain business entities. The firm combines passive ETF-based allocations with active, systematic strategies driven by quantitative models and statistical arbitrage, employing risk controls such as position limits and diversification.

Steven Copeland is a CFP® professional at Shfp, LLC with five years of industry experience. He has worked at Safe Harbor Financial Planning since 2003. Shfp, LLC is an independent firm providing fee-only investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $88.9 million across about 25 clients, delivering primarily non-discretionary investment advice and employing a mix of fundamental, technical, and cyclical analysis with a focus on long-term, short-term, and trading strategies.

Milan Patel is a Series 65-licensed advisor at Ascent Physician Wealth LLC with one year of experience in financial advising. He has a background in healthcare, having worked at several medical institutions including St. Mary's General Hospital and CHRISTUS Health. Outside of his advisory role, he maintains a senior hospital position. Ascent Physician Wealth LLC provides comprehensive wealth management and discretionary portfolio management primarily to physicians, healthcare professionals, executives, and high-net-worth families. The firm employs a core-satellite investment strategy combining diversified low-cost index funds and selective individual securities, and offers a range of financial planning services including retirement, tax, education funding, insurance, debt management, and estate planning coordination.

Jeffrey Lieberman is a Series 65-licensed financial advisor with 16 years of industry experience. He is the principal of Caldwell Fairfield Advisors and has been involved with Weinberg Lieberman, P.C., a tax accounting firm, since 1987. His professional background includes over a decade at Jay H. Weinberg Investment Advisor, LLC. Caldwell Fairfield Advisors offers financial planning and consulting services to individuals, businesses, trusts, estates, and charitable organizations, focusing on non-investment advice such as tax and estate planning. The firm refers clients to independent investment advisers for portfolio management and does not provide discretionary investment management or custody of client assets.

Stephen Zheng is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been the sole advisor at Wealthlet Advisory LLC since 2016 and previously worked at New York University from 2015 to 2019. Wealthlet is an independent advisory firm that provides portfolio management, financial planning, and specialized investment-immigration services, including EB-5 and E-2 matters. The firm serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, using a fundamental, bottom-up value investing approach while integrating investment-immigration advisory work alongside traditional wealth management.

Ralph Condis is the principal of Executive Business Financial Planning in Dumont, NJ, with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has been with his current firm and Purshe Kaplan Sterling Investments since 2004. Outside of his financial advisory role, Mr. Condis is involved in religious missions as a Deacon of Humanity, produces original music and educational content, and works with Public Partnerships for NJ, supporting care for autistic and disabled individuals. Executive Business Financial Planning provides investment management and financial planning services to individuals, retirement plans, non-profits, trusts, and institutional clients. The firm employs a combination of proprietary technical and fundamental models alongside third-party asset allocation, utilizing tactical diversification, periodic rebalancing, and tax-aware strategies, including options collars, to manage client portfolios.

Jingshu Zhang is a financial advisor at Guinea Value Investments with a Series 65 designation and four years of industry experience. Prior to founding Guinea Value Investments, Zhang worked at Dorfman Value Investments, Atlas Capital Investment LLC, and held roles in consulting and fund management. Guinea Value Investments provides discretionary portfolio management services for individual and high-net-worth clients, focusing on fundamental analysis and a long-term investment horizon. The firm emphasizes tailored asset allocation and selection, regular monitoring, and performance-based fee arrangements that are uncommon among independent peers.

John Belluardo is a ChFC® and financial advisor at Stewardship Financial Planning in Tarrytown, NY, with four years of industry experience. He previously worked for seven years at Quadlogic and has been associated with Stewardship Financial Services, Inc. since 2003. In addition to his advisory role, he offers personal trustee and executor services independent of investment management. Stewardship Financial Planning serves individuals, businesses, charitable organizations, trusts, and estates with comprehensive financial planning and investment advice. The firm employs a multi-bucket, long-term buy-and-hold strategy focused on diversification and offers primarily non-discretionary management with a limited product menu and flat, fixed fees.

Alexander Rynkovsky is the sole advisor at ALR Capital Advisors, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 66 licenses and has six years of industry experience. He has been with ALR Capital Advisors since 2013 and is also involved with MoneyBlock since 2012. ALR Capital Advisors provides investment supervisory services to individual and high-net-worth clients, managing diversified portfolios across various asset classes. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including derivatives and block trading.

Michael Walstedt is a CFA® charterholder and the sole advisor at Reliant Wealth Advisory in Hoboken, NJ, with one year of industry experience. His prior work includes roles at Avatar Securities, Emigrant Bank, and US Bank, as well as a four-year period at Rutgers. Reliant Wealth Advisory serves individuals, high-net-worth individuals, families, and small business owners by providing discretionary portfolio management and financial planning, employing a range of analytical approaches to build tailored, long-term oriented portfolios.

Scott Williams is the sole advisor at S. Williams Capital, LLC in New York, NY. He holds the CFA® designation and Series 63 license and has eight years of industry experience. Williams has led S. Williams Capital, LLC since its founding in 2014. S. Williams Capital, LLC provides discretionary investment advisory services primarily to individuals and high-net-worth clients, managing approximately $27.7 million. The firm employs a value-driven equity strategy complemented by event-driven and risk-arbitrage positions, utilizing equities, debt, and derivatives, with active use of leverage, short selling, and margin.

Frank Avena is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Godwin Capital Management since 2001 and also operates Warsaw & Avena CPA's PC, a CPA firm. Godwin Capital Management provides discretionary portfolio management for individuals, pension and profit-sharing plans, corporations, and non-profit organizations. The firm combines fundamental and technical analysis within client-specific investment policies and sponsors a wrap-fee program, managing approximately $150 million in discretionary assets across about 278 clients.

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.

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.

Carlos Peraza is a financial advisor at Mon Capital Management LLC in New York, NY, with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at ING Private Wealth Management LLC and as a partner at SP Family Office LLC. He is also a shareholder in SP Capital International S.A., a Panamanian investment firm that operates independently from his other business interests. SP Capital Management provides investment advisory services primarily to high-net-worth individuals, corporate entities, and investment vehicles. The firm offers discretionary and non-discretionary portfolio management, including allocations to alternatives and direct investments, using a combination of Modern Portfolio Theory and fundamental, technical, cyclical, and quantitative analysis.