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 with one year of experience in the industry. He holds Series 65 and Series 63 licenses and has previously worked at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. In addition to his advisory role, he oversees a residential property business in Orlando, Florida. Fourth Wall Advisors LLC is an independent registered investment advisor founded in 2025 that serves 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 discretionary management of portfolios primarily using options contracts, individual equities, and ETFs, offering both long-term orientation and flexibility for shorter-term trading activities.

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 with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments, LLC and Kensington Investment Counsel. In addition to his advisory role, he is the founder and editor of Bullseye Brief, a weekly investment letter focused on American innovation. Bullseye IG LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, specializing in U.S. public equity strategies without using third-party managers. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory, maintaining a long-term trading orientation and regular 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 a Series 66 designation and has previously worked at RainMaker Securities, Goldsher Group, Yieldwink, CION Securities, LLC, and Lord, Abbett & Co. LLC. Khera is the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, private equity, and private credit offerings. Altera Private Wealth provides investment management and wealth-planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, pension plans, and institutional clients. The firm’s investment approach focuses on asset allocation, portfolio structure, tax management, and use of multiple specialist managers, with capabilities that include managing pooled vehicles, institutional mandates, and providing pension consulting services.

Shahe Galstian is a financial advisor with 15 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at PRUCO Securities, LLC and The Prudential Insurance Company of America since 2013. Galstian is also a licensed insurance producer and participates in industry educational events and conferences. His firm, Galstian, Shahe, provides discretionary investment management through three model portfolios—Conservative, Balanced, and Growth—allocating across stocks, bonds, mutual funds, and ETFs to meet client objectives. The firm serves individuals, high-net-worth clients, and retirement plan participants, emphasizing diversified, model-based strategies with ongoing monitoring and periodic rebalancing.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, holding Series 63 and Series 65 registrations with 17 years of industry experience. Prior to founding his firm in 2018, he worked at Wilmington Capital Securities, Santander Securities, Merrill, Chase Investment Services, and Morgan Stanley. Outside of his advisory role, Johnson serves as a substitute teacher. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser managing approximately $1.2 million for eight clients. The firm offers a bundled wrap-fee investment program that includes financial planning, portfolio management, and brokerage services, focusing on a value-oriented, long-term, and diversified investment approach primarily on a non-discretionary basis.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent firm based in Newark, NJ. He holds a Series 65 credential and has 21 years of industry experience, including more than two decades leading his own firm since 2002. Palmerton Financial Services, LLC provides discretionary supervisory management of individually managed investment portfolios primarily for individuals, as well as corporations and nonprofit entities. The firm focuses on a long-term investment approach emphasizing fundamental analysis, with portfolios concentrated in a limited number of actively traded equity and convertible securities tailored to client objectives and risk tolerances.

Wills Henriquez is a financial advisor with Ezana Capital Advisers, LLC in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include work at Polk Ave Capital, Inc. and Network 1 Financial Securities, Inc. Henriquez is also the owner of Polk Avenue Capital, Inc., a corporation maintained for tax purposes. Ezana Capital Advisers provides investment advisory and financial planning services to institutions, small- and medium-sized businesses, and individual clients. The firm offers a range of services including holistic financial planning, pension consulting for plan sponsors, and educational seminars, structuring portfolios around clients’ tax situations, risk tolerance, and goals.

Robert Sefcik is the principal advisor at Main & Wall Capital Management, Corp., an independent firm based in Millburn, NJ. He holds Series 65, Series 63, and Series 66 licenses and has 17 years of industry experience. He has been with Main & Wall Capital Management since 2011, following earlier roles within affiliated firms dating back to 2008. Main & Wall Capital Management provides wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a goal-based process centered on capital preservation and risk management, utilizing behavioral finance concepts and model asset-allocation portfolios with both strategic and tactical elements.

Jennifer Brown is a financial advisor at Summer Creek Wealth Management, LLC in New York, NY, with 9 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to founding Summer Creek Wealth Management in 2012, she worked at TIAA-CREF from 2008 to 2012. Summer Creek Wealth Management is a small independent advisory firm providing discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a blended analytical approach and offers specialized services including cost-segregation studies, corporate structure and tax planning, and mortgage and real estate analysis.

Rui Guo Ma is a financial advisor with Savvy Asset Management LLC in New York, NY, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to founding Savvy Asset Management in 2023, Rui worked at Tradeview Markets for six years, where they also serve as a sales manager. Rui has additional experience in securities and foreign exchange markets dating back to 2006. Savvy Asset Management LLC provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on equities. The firm employs a combination of fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary management without an account minimum.

Jason Yoo is a CFP® professional with eight years of industry experience. He is currently the sole advisor at Novera Wealth, Inc. in New York, NY. Prior to founding Novera Wealth, he held positions at Palisade Capital Management, Goldman Sachs, and several other financial firms. Outside of his advisory career, he was involved with Music Is a Gift Inc for four years. Novera Wealth provides wealth and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm employs a fee-only model and integrates financial planning and educational seminars into its offerings, using a blend of passive and active investment strategies based on Modern Portfolio Theory.

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC with eight years of industry experience. His background includes roles at CitiGroup Global Markets and several fintech startups. Narayanan holds Series 65 and Series 63 licenses. Aetherion LLC is an independent investment adviser providing discretionary portfolio management and related services to individual and high-net-worth clients. The firm employs a structured onboarding process and emphasizes fundamental analysis with diversified, long-term buy-and-hold strategies using ETFs, mutual funds, and select individual securities.

Prakash Chandak is a financial advisor at Regenesys Capital Management LLC in New York, NY, holding Series 65 and Series 66 designations with two years of industry experience. He previously worked at Goldman Sachs for eight years and has been involved with Umergence LLC since 2024. Regenesys Capital Management LLC serves high-net-worth and ultra-high-net-worth clients, providing discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments. The firm uses a strategic asset allocation framework combined with macro factor–based regime analysis and often employs a manager-of-managers approach with curated third-party managers.

Mark Painter is a CFA® charterholder with 13 years of industry experience. He has been the sole advisor at Everguide Financial Group, LLC since 2016. Everguide Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, and business owners. The firm integrates fundamental and technical analysis with model portfolios and ongoing monitoring, managing approximately $45 million in discretionary assets as a single-advisor practice.

Alfonso Vigliotti is a financial advisor at US Wealth Management Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Associates, Inc. and MoneyBlock. He is also the founder and president of Wealth Management Centers, LLC, where he provides general business consulting services. US Wealth Management Advisors, LLC offers investment advisory and financial planning services to individuals, family offices, corporations, and institutional clients. The firm employs a multi-disciplined investment process combining macro and micro analysis and manages primarily non-discretionary assets across a range of strategies, including separately managed accounts and turnkey advisory solutions for independent advisors.