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.

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.

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.

Jonathan Seif is a financial advisor with The ProFolio Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Betterment Holdings, Inc. since founding The ProFolio Group in 2018. The ProFolio Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with automated rebalancing and tax-loss harvesting, alongside options for individual stock portfolios and covered-call strategies. It also provides formal retirement plan consulting, fiduciary support, participant education, and combines institutional automated ETF platforms with separate stock-trading custodians for specialized mandates.

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, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wilmington Capital Securities LLC for two years. Outside of advising, Johnson also works as a substitute teacher and provides transportation services through Raiser LLC. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser serving eight clients with a value-oriented, long-term investment approach. The firm offers a bundled wrap-fee program combining financial planning, portfolio management predominantly on a non-discretionary basis, and brokerage services, alongside educational seminars on personal finance and investing.

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.