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.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

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, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Forest Hills Financial Group and HSBC Securities (USA) Inc. In addition to his advisory role, he is an independent insurance agent 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 services. The firm uses a Core + Satellite investment approach featuring passive indexed ETFs for portfolio core and active satellite positions, managing accounts on both discretionary and nondiscretionary bases.

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.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

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 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.

Joseph Thumpasery is a financial advisor at Fourth Wall Advisors LLC in Hoboken, NJ, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. Outside his advisory role, he manages a passive residential property business. Fourth Wall Advisors LLC is an independent registered investment advisor founded in 2025, serving 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 options contracts, individual equities, and ETFs, managing discretionary portfolios that may be concentrated and are subject to continuous monitoring and annual formal reviews.

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 in New York, NY, with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Kensington Investment Counsel and Adviser Investments, LLC. In addition to his advisory role, he is the founder and editor of Bullseye Brief, a subscription-based investment newsletter focused on innovation and market commentary. Bullseye Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, focusing on U.S. public equity strategies without using third-party managers. The firm combines technical analysis, fundamental analysis, and modern portfolio theory with a long-term trading approach and monthly portfolio reviews.

Domingo Ramos is a financial advisor at Swapnick, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Prudential, Policygenius, and Havas prior to his current role. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy. Swapnick, LLC is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs a buy-and-hold investment strategy with global diversification and active monitoring, operating as a single-advisor practice with no account minimums.

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 the Series 66 designation and has worked at RainMaker Securities, Goldsher Group, Yieldwink, CION Securities, and Lord, Abbett & Co. LLC. Khera is the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, equity, and credit offerings. Altera Private Wealth LLC is a state-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and institutional clients. The firm focuses on asset allocation, diversified manager selection, tax management, and ongoing portfolio monitoring, offering both discretionary and non-discretionary account management with access to private investment offerings through related entities.