Robert Fortune is a financial advisor at Fortune Advisory Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HSBC Bank USA and HSBC Securities prior to founding his current firm. Outside of investment management, he provides education on credit repair, budgeting, insurance, and annuities. Fortune Advisory Services offers asset and wealth management primarily to individuals, high-net-worth clients, and small businesses. The firm focuses on long-term fundamental analysis of U.S. equities, index funds, ETFs, and bonds, managing client accounts mostly on a non-discretionary basis with regular reviews and client approval for trades.

Jonathan Hurd is a financial advisor at InCred Wealth Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations. In addition to his advisory role, he serves as CEO of Asgard Regulatory Group, LLC, a firm providing regulatory compliance and risk management services, and is a non-executive director at Intelligent Bio Solutions, Inc. InCred Wealth Inc. offers portfolio management, institutional consulting, and financial consulting services primarily to pooled investment vehicles and institutional clients. The firm employs a fundamentally driven, generally long-term investment approach while maintaining flexibility for shorter-term opportunities and utilizes discretionary and non-discretionary mandates, often coordinating with external managers through sub-advisory agreements.

Ronald Bartlett is the principal and sole advisor at Ronald A. Bartlett & Associates, Ltd., an independent firm based in Flushing, NY. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Bartlett has operated his advisory and insurance practice since 1992. In addition to his advisory work, he teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates, Ltd. primarily serves individual clients, trusts, estates, and certain pension or profit-sharing plans. The firm provides discretionary asset management, financial consulting, and in-house tax preparation and insurance services, focusing on retirement planning through a fundamental research approach and an asset-allocation framework emphasizing long-term holdings.

John Donnelly is a financial advisor at Paulo Financial Advisors, LLC with Series 65 and Series 66 credentials and four years of industry experience. He has been with Paulo Financial Advisors since 2012. Paulo Financial Advisors is a single-advisor independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, managing approximately $57 million in assets across about three dozen client relationships. Its investment approach combines fundamental analysis and asset allocation with mutual funds, ETFs, model portfolios, and both long- and short-term trading, while also providing retirement plan advisory services under ERISA/IRC fiduciary standards.

Ivan Thornton is a financial advisor with Fiduciary Management Group, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Thornton has been with Fiduciary Management Group since 2005. Fiduciary Management Group primarily serves high-net-worth individuals and families, as well as corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. The firm provides multi-client family office services and comprehensive financial planning, implementing individualized investment policies with discretionary portfolio management.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Rakesh Budhram is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Prolific Solutions and has previously worked at Redwood Advisory, LLC, MML Investors Services, LLC, Center for Wealth Preservation, and Mass Mutual Life Insurance Company. Prolific Solutions serves individuals, businesses, and retirement plans by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm uses a "Lifestyle Planning" framework that incorporates clients' living styles, family dynamics, and long-term goals, and employs third-party research to manage portfolios tailored to individual risk tolerance and objectives.

Leslie Lewis is the Chief Executive Officer and Chief Compliance Officer of MultiGenerational.Black Inc., with three years of industry experience. She holds a Series 65 designation and has a background that includes roles at Business Insider, Bookmark Publications, and Broadview Phoenix Productions. Outside of her advisory work, Ms. Lewis serves as a board member Emeritus of the Reginald F Lewis Foundation, oversees publishing at Bookmark Publications, produces theater and film projects with Broadview Phoenix Productions, and organizes events for Black Harvard Alumni United, LLC. MultiGenerational.Black Inc. provides discretionary investment management and comprehensive financial planning to individuals, estates, businesses, and retirement plans, including 401(k) plan design services. The firm operates as a fiduciary and employs a fundamental, long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by educational programming and fee-based training products aimed particularly at increasing financial fluency among first-time African American stock market investors.

Stephen Parker is a financial advisor at TSN Management Inc. in New York, NY, with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Cape Securities and Dawson James Securities. TSN Management Inc. provides discretionary equity portfolio management and consulting exclusively to accredited individual investors. The firm offers dividend-growth and Aggressive Opportunity strategies, combining proprietary technical indicators with fundamental and macroeconomic research to manage portfolios.

Truman Hobbs is a CFA® charterholder and Series 63 licensee currently serving as the sole advisor at TwentyThree Advisory. He has worked in the investment industry since 2018, with prior experience at Boyar Value Group and Overbrook Management Corporation. Outside of his advisory role, Hobbs serves as Treasurer and Executive Committee Member on the Board of Directors for The Adwell Corporation, a farmland ownership company. TwentyThree Advisory provides portfolio management primarily to high-net-worth individuals, focusing on equities along with mutual funds, fixed income, ETFs, real estate funds, TIPS, and private placements. The firm emphasizes fundamental analysis and long-term trading while maintaining detailed Investment Policy Statements tailored to each client’s risk tolerance and time horizon.

After almost two decades on Wall Street, Jay decided to follow his passion of helping like-minded working professionals and families achieve their financial goals. With experience spanning across financial planning, investment research, portfolio construction, and alternative investments, Jay has extensive and diverse perspectives to help clients secure their financial futures. His client base has spanned the rising affluent to the ultra-high net worth. Jay has been quoted in media outlets such as the Wall Street Journal, Bloomberg, and Barron's and has attained the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Analyst® (CFA) certifications, widely considered gold standards in financial planning and investment designations.

Arthur Flores is a CFP® and holds a Series 66 license, with six years of industry experience. He is the principal advisor at Flores Wealth Planning, LLC, an independent firm based in New York, NY. Outside of his advisory work, he serves part-time as a family life and personal finance counselor for a human services organization supporting military and veterans. Flores Wealth Planning, LLC provides financial planning, investment consultation, and employee benefit plan consulting to individuals, families, trusts, estates, and pension/profit-sharing plans. The firm follows a fiduciary standard and employs a diversification-focused, long-term investment approach using passive, low-cost vehicles, offering both discretionary supervisory services and access to institutional platforms and third-party managers.

Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

James Vitiello is the sole advisor at Fifth Avenue Wealth Advisors LLC in New York, NY, holding Series 63, Series 65, and Series 66 licenses with four years of industry experience. He has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser serving high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm employs fundamental analysis alongside strategic and tactical asset allocation, focusing on long-term holdings and periodic rebalancing, and utilizes a third-party managed-account platform for portfolio implementation.

Shi Zhou is an investment advisor at Stone Capital Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Craft Capital Management, LLC, CAPE Securities Inc., and Wilmington Capital Securities, LLC. Stone Capital Partners is a single-manager investment adviser serving accredited individual investors with discretionary portfolio management. The firm employs a technically driven trading strategy focused on momentum indicators and swing-trading, primarily in listed equities and options, managing risk through position sizing, stop orders, and policies against naked option positions.

Daniel Olson is a CFA® charterholder with four years of industry experience. He is affiliated with Olson Tax & Financial Planning and has worked at Citigroup Global Markets since 1998. Olson Tax & Financial Planning offers personalized financial planning, investment management, and tax preparation services to individuals, trusts and estates, pension and profit-sharing plans, nonprofit organizations, churches, and small businesses. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, global diversification, and regular rebalancing, and maintains a significant tax preparation practice alongside its advisory services.

Ronnie Massey is the principal of Massey Financial and holds Series 63 and Series 65 licenses, with 23 years of experience in the financial industry. He has led Massey Financial Group since 2015. Massey Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses both fundamental and technical analysis across various asset classes and manages a limited client base with accounts held at independent custodians.

Salma Abdulla is a CFA® charterholder and Series 63 licensee with 20 years of industry experience. She has worked at E. Magnus Oppenheim & Co., Inc. since 2005 and serves as a portfolio manager within the Parsonex affiliates. Outside of her advisory role, she volunteers as Vice President for the Insight Meditation Society, overseeing its endowment investments. Parsonex Advisory Services, Inc. is an SEC-registered investment adviser that offers financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, relying on third-party advisers and sub-advisors, and provides discretionary managed accounts with ongoing monitoring and annual reviews.

Sergei Belov is the sole advisor at Belov Consulting LLC and holds a Series 65 designation. He has been with Belov Consulting since 2011, working in investment management for over a decade. Belov Consulting is a registered investment adviser specializing in algorithmic, options-focused asset management for high-net-worth individuals, corporations, and small businesses. The firm emphasizes short-term trading of S&P index options using derivative strategies and employs a performance-based compensation model rather than traditional asset-based fees.

Andrew Donoghue is a CFP® professional with four years of experience in financial advising. He is the sole advisor at Upkeep Financial and also owns Upside Tax LLC, a public accounting firm. Donoghue has prior experience at Anchin Block & Anchin LLP. He may refer clients between his financial advisory and accounting businesses without receiving compensation for referrals. Upkeep Financial provides investment management and financial planning services to individuals, businesses, and institutional clients. The firm emphasizes passive portfolio construction using index funds and ETFs, supplemented by fundamental analysis and discretionary sub-advisors, and operates a wrap-fee program with documented due diligence and monitoring processes.