Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Maxime Kasanda is a financial advisor at Kasanda Capital with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Merrill. Outside of his advisory role, Maxime owns a talent representation company called Millie Management and is a licensed insurance agent. Kasanda Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and trading strategies, offering discretionary portfolio management alongside one-time and ongoing financial planning.

Thomas Mullarkey Jr. is a CFP® professional with 31 years of experience in the financial industry. He is the principal advisor at Hive Retirement Planning LLC since 2023 and has prior experience at Credit Suisse Securities (USA) LLC from 2003 to 2017. He also serves as a Senior Advisor with Shelter Rock Capital Group LLC, an activity that accounts for part of his time during trading hours. Hive Retirement Planning specializes in retirement-focused financial planning and investment advisory services for individuals and high-net-worth clients near or in retirement. The firm offers fixed-fee, tailored advice that includes both passive and fundamental investment strategies, with options for discretionary management or client-directed implementation.

Adrian Kierans is a financial advisor at Cloverhill Capital Management in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has been with Cloverhill Capital Management since 2015, following a prior role at Purshe Kaplan Sterling Investments. Cloverhill Capital Management is a small, independent registered investment adviser serving individual investors, small and medium-sized businesses, and employer-sponsored retirement plans. The firm focuses on asset-class investing and long-term allocation using low-cost institutional index funds and model portfolios, with a distinctive emphasis on pension consulting, corporate retirement plan services, and educational workshops.

Keun Soo Kim is a financial advisor at Klimax Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley DW Inc. before founding Klimax Asset Management, where he has been since 2004. Klimax Wealth Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high net worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm provides financial planning and consulting alongside non-discretionary investment management, focusing on mutual funds, ETFs, and individual stocks.

Vincent Grosso is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Grosso Wealth Management LLC, an independent firm he has led since 2022. Prior to founding his firm, he worked at Kestra Private Wealth Services from 2018 to 2021. Outside of advising, he serves as President of the Joanne Grosso Foundation Inc. Grosso Wealth Management provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, along with consulting services for employer-sponsored retirement plans. The firm employs a passive, long-term investment approach and offers retirement plan advisory services including ERISA fiduciary roles, a practice less common among similarly sized advisers.

Michael Nisiotis is a financial advisor with Nisiotis, Michael, holding a Series 65 designation and five years of industry experience. He has served as Managing Director and President of Michael Anthony & Associates since 2002, a management consulting firm focused on project and process management for new products and services. Surpass Yourself Advisors provides financial and retirement planning, education, and coaching to individuals, families, small businesses, and organizations through virtual one-on-one sessions, webinars, and workplace programs. The firm emphasizes asset allocation with diversified, primarily passive portfolios and operates on flat or hourly fees without managing client assets or accepting discretionary authority.

Eric Gabor is a Certified Financial Planner® and holds a Series 66 license. He is the sole advisor at Eagle Grove Advisors LLC, an independent firm based in Westfield, NJ, and has 14 years of industry experience. He has led Eagle Grove Advisors since its founding in 2016. Eagle Grove Advisors serves individual and high-net-worth clients by providing discretionary investment management and various financial planning services. The firm employs a primarily passive investment strategy, using diversified portfolios of index mutual funds and ETFs tailored to clients’ goals and risk tolerances, with regular portfolio reviews and rebalancing as needed.

Manikanthan Velayutham is a financial advisor at Sakthi Capital LLC with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Sakthi Capital, he worked at Korn Ferry ICS, Open Systems, SEQ Technology, and INTL FCStone. Sakthi Capital provides portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, corporations, trusts, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory and offers both discretionary account management and financial education workshops.

Richard Pasiuk is a financial advisor at Duracapital with three years of industry experience. He holds a Series 65 designation and has worked at Duracapital since 2017. Pasiuk also has a long tenure at Con Edison beginning in 2005. Duracapital provides portfolio management and pension consulting services primarily to pension, profit-sharing, and 401(k) plans, as well as to individuals, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies and instruments tailored to clients’ objectives, with a focus on ongoing account monitoring and asset allocation.

Priyanka Ranjan is a financial advisor at Pioneer Advisory LLC holding a Series 65 designation with experience at Goldman Sachs & Co. LLC, Venerable, J.P. Morgan Chase & Co., and Fidelity Investments. Prior to entering the industry, Ranjan completed five years of full-time education. Pioneer Advisory operates PiTrade, an SEC-registered internet investment adviser delivering automated, algorithm-driven portfolio management and copytrading through a mobile application. The firm uses a subscription-based model and provides continuous automated advisory services with real-time monitoring and adjustments to align with client risk tolerance and objectives.

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.

Ravi Chahil is a financial advisor at Sabattis Capital with a Series 65 designation and seven years of industry experience. His prior roles include positions at Volaris Capital Management and Citigroup. Sabattis Capital Management LLC offers customized portfolio management through separately managed accounts for individuals, family offices, registered investment advisers, and institutional clients. The firm uses a systematic, rules-based approach incorporating technical, quantitative, and fundamental analysis to implement option-based strategies such as income generation and risk mitigation tailored to each client’s objectives.

Nikolaos Paloumbis is a financial advisor at Retired Capital LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital, L.P. He is also the fund manager of VC Fund Ventures LLC, focusing on pre-IPO and private equity investing. Retired Capital LLC is a single-advisor independent investment adviser serving high-net-worth individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management across public and private instruments, combining fundamental, quantitative, technical, and charting analysis with strategies ranging from long-term investing to short-term trading and private fund advisory services.

Jeffery Wimer is the principal of Wimer Investment Management and holds Series 63, 65, and 66 licenses with 27 years of industry experience. Prior to founding his independent advisory firm in 2024, he spent 12 years at Citigroup Global Markets Inc. Wimer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, applying fundamental analysis and modern portfolio theory. The firm manages approximately $85.6 million across about 15 client accounts and utilizes a range of investment strategies including equities, fixed income, mutual funds, ETFs, and options.

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.

Rachael Lam is a CFP® and principal at Auriex Wealth Advisors LLC in New York, NY. She has 17 years of industry experience, including a long tenure at Bank of America, and currently operates a tax and bookkeeping business alongside her advisory role. She is also licensed as a real estate agent affiliated with a broker. Auriex Wealth Advisors LLC is an independent, fee-only firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm offers discretionary portfolio management and financial planning using a combination of passive and active strategies, and it provides ERISA retirement-plan management services as a 3(38) investment manager.

Umesh Gaur is the principal of Gaur Asset Management, Inc., an independent investment advisory firm based in Somerset, NJ. He holds over 20 years of industry experience and has managed his firm since 1996. Outside of his advisory role, he serves as vice-president and treasurer of a pediatric home nursing business co-managed with his wife. Gaur Asset Management provides personalized portfolio management and financial planning services to individuals, trusts, charitable organizations, non-financial business entities, and retirement plans. The firm focuses on customized, risk/return-optimized asset allocation using primarily mutual funds and exchange-traded funds, managing client accounts mostly on a non-discretionary basis with a small client roster and approximately $45 million in assets under management.

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.

Katherine Young is a CFP® and CFA® charterholder based in Brooklyn, NY, with five years of industry experience. She is the principal advisor at Yearwood Young Advisors, an independent firm she has been leading since 2020. Prior to founding her firm, she worked at Bessemer Trust for three years. Yearwood Young Advisors serves individual, high-net-worth, and charitable clients by providing discretionary investment management, comprehensive financial planning, and family office consulting. The firm focuses on strategic asset allocation with a preference for passive funds, tailoring portfolios to client goals and tax considerations while offering services such as custody arrangements subject to annual audits and coordinated family office support.