Carlos Peraza is a financial advisor at Mon Capital Management LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. He is also a partner at SP Family Office LLC since 2008 and a shareholder in SP Capital International S.A., a Panama-registered investment management firm that operates independently of his primary advisory roles. Mon Capital Management provides investment advisory services primarily to high‑net‑worth individuals, their corporate entities, and trusts, offering both discretionary and non‑discretionary portfolio management. The firm uses a multi-disciplinary research process and applies Modern Portfolio Theory with strategic and tactical allocations, employing a range of instruments and alternative investments to meet client objectives.

Martin Herzberg is a financial advisor at Alphatheta Capital LLC with 16 years of experience. He holds the Series 65 and Series 63 designations and operates as the sole advisor at the independent firm based in Lawrence, NY. Alphatheta Capital LLC provides discretionary portfolio management to a select group of individual and institutional clients, managing approximately $3.7 million in assets. The firm employs a combination of quantitative models, fundamental and technical analysis, and a range of trading instruments to focus on income-producing strategies and ongoing portfolio oversight.

Christopher Minko is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Minko Wealth. His prior roles include working with Cetera and operating an independent insurance agency. In addition to his advisory work, he assists with trust administration and Medicaid applications through a separate law office. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm offers discretionary portfolio management, retirement rollover advice, and access to sub-advisers and alternative investments, constructing portfolios based on client goals, time horizon, and risk tolerance.

Suneil Kalantry is a CFA® charterholder and financial advisor at Kalantry Advisors LLC with six years of experience at the firm and a total of twelve years in the industry through his affiliation with Kalantry LLP. He is also a CPA and partner at Kalantry LLP, where he occasionally provides accounting-related advice or products to clients. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, delivering client-specific investment policy statements, portfolio monitoring, and access to third-party money managers and managed account solutions.

Mark Blinderman is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He has been with Walnut Investment Services since 2001. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm emphasizes fundamental securities analysis and asset allocation, providing both discretionary portfolio management and consultative guidance tailored to client goals.

Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, an independent registered investment adviser based in New York, NY. He holds the Series 66 designation and has 23 years of industry experience, with prior roles at UCAP Asset Management LLC, UCAP Securities LLC, and Insight Securities Inc. Legado Wealth Management LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including other financial professionals. The firm emphasizes a long-term, fundamental-analysis investment approach and manages approximately $51 million in discretionary assets across about 75 client relationships.

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation. He has one year of industry experience, including previous roles at Reiss and other positions prior to joining MacFarlane Investors. MacFarlane Investors provides investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm employs a fundamental research-driven, long-term buy-and-hold investment approach and integrates financial planning into its portfolio management process.

Daniel Eccleston is a CFP® with 27 years of industry experience, currently serving as an advisor at The Bendix Financial Group, Inc. He has worked at The Bendix Financial Group since 1997 and Royal Alliance Associates, Inc. since 1998. In addition to his advisory role, he assists clients with life, health, and long-term care insurance and prepares individual tax returns on an as-needed basis. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and retirement plans, utilizing a range of investment strategies and third-party program managers. The firm emphasizes individualized asset allocation through proprietary tools and offers both wrap and non-wrap advisory services.

Aimee Baehr is a CFP® certified financial advisor with 12 years of industry experience, currently practicing at Total Alignment Wealth Advisors, LLC. She has been with the firm since 2013. Outside of her advisory role, she owns a home-based business providing clerical and administrative non-investment related services. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by offering private family office services, comprehensive financial planning, and investment consulting. The firm coordinates with clients’ outside portfolio managers, emphasizing scenario-based planning and consolidated data access through a web-based platform.

Andre Mcdonnaugh is a CFP® with 37 years of industry experience and is a principal at Aimcdonnaugh & Co. Inc. in Baldwin, NY. He has held roles at Delphin Investments and McDonnaugh Securities LLC in addition to his long tenure at Aimcdonnaugh & Co. Inc. Outside of advisory work, he owns and operates a tax preparation service. Aimcdonnaugh & Co. Inc. provides financial planning, consulting, and portfolio management services to individuals, businesses, and retirement plans. The firm emphasizes long-term portfolio allocation using fundamental and technical analysis, offering both discretionary and non-discretionary management options.

Chao Xu is a CFA® charterholder with 6 years of industry experience. He has been with IONE Capital Management LLC for 10 years in various roles and is currently based in Hoboken, NJ. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach, utilizing statistical alpha strategies, algorithmic asset allocation, and a combination of technical and fundamental analysis, while adhering to explicit risk management policies.

Frank Riggio is the managing member of Prosus Wealth Management in New York, NY, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp Advisory Services and Franklin Financial Planning. Mr. Riggio also holds a New York State Life and Health Insurance License and occasionally recommends insurance products as part of financial planning. Prosus Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $8.1 million in discretionary portfolios. The firm uses a written Investment Policy Statement and strategic asset allocation based on Modern Portfolio Theory, employing a core-and-satellite approach with quarterly reviews.

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

Robert Ruggirello is a CFA charterholder with 10 years at Brave Eagle Wealth Management and five years of industry experience. Before his financial advisory career, he served 20 years with the FDNY. Brave Eagle Wealth Management provides wealth management, financial planning, and portfolio management services to individual investors, including high-net-worth clients, and small businesses. The firm employs a planning process that incorporates human capital modeling and uses a combination of active management, Modern Portfolio Theory, and a core-and-satellite investment framework, offering customized, tax-aware strategies and periodic educational workshops.

Howard Lisch is the principal of Lisch Investment Management LLC in Jersey City, NJ, with over 31 years of experience in the financial industry. He holds the Series 63 designation and has a background that includes roles at Leigh Baldwin & Co., LLC and Hudson River Investment Group, LLC. In addition to his work in investment management, Lisch is a certified public accountant and a practicing attorney. Lisch Investment Management LLC is a fee-only adviser providing personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth with globally diversified portfolios and integrates affiliated accounting and legal services into its wealth management offering.

David Bendix is a CFP® professional with 35 years of experience, serving as President of The Bendix Financial Group, Inc. since 1991. He holds a Series 63 license and has prior experience with Royal Alliance Associates, Inc. Bendix also operates a sole proprietorship involved in the sale of individual life and health insurance and provides individual tax preparation services as a CPA. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and employee benefit plans. The firm uses a technology-driven, individualized asset allocation approach and invests across multiple asset classes, supporting both wrap and non-wrap arrangements while leveraging third-party program managers.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

Daniel Baldini is a CFA® charterholder with six years of industry experience. He is part of Oberon Asset Management, LLC, a team of four advisors based in New York, NY. Baldini has been with Oberon since 2001. Oberon Asset Management provides discretionary investment management to individuals, trusts, retirement plans, and a pooled investment vehicle. The firm follows a long-term, value-oriented approach based on fundamental analysis, investing primarily in U.S. and non-U.S. equity and debt securities.

Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.

Michael Zaremsky is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Lazard Asset Management LLC and Bank Leumi USA. Valley Financial Management operates Valley Digital Investor, an online platform serving individual and high-net-worth clients with discretionary portfolio management through automated model ETF portfolios, requiring clients to transact electronically and maintain accounts at Valley National Bank.