Dylan Cohan is a CFA® charterholder and principal of CatsGame Capital LLC, an independent investment advisory firm. He has 18 years of industry experience, including 12 years at Portland House Group and over 6 years managing portfolios at CatsGame Capital. CatsGame Capital serves qualified and high-net-worth clients with discretionary portfolio management, employing a research-driven, concentrated investment approach focused on fundamental analysis and multi-year holding periods. The firm is distinctive for accepting only performance-based compensation and utilizing documented hurdle and high-water mark structures.

Richard Colacino is a CFP® with 31 years of industry experience, currently serving at OSAIC and Rc Financial, Inc. He has been involved with OSAIC since 2003 and founded Colacino Tax Partners in 2002, where he prepares tax returns. His background includes leadership as president and investment adviser representative at Rc Financial, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization.

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.

Kyrill Asatur is a financial advisor at Centerfin Capital in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centerfin since 2020, Gallatin Capital LLC since 2017, and Jerica Capital Management from 2016 to 2017. In addition to his advisory role, Mr. Asatur engages in private placement activities under the name Sophron Advisors as a registered representative with a broker-dealer. Centerfin Capital provides discretionary, model-based portfolio management primarily for individual investors, families, trusts, retirement accounts, and other registered investment advisers through an online platform. The firm manages portfolios using strategic asset allocation combined with tactical positioning and active rebalancing across multiple asset classes, implemented mainly with ETFs and mutual funds.

Andy Liang is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Sylo Planning. He previously worked at Charles Schwab & Co., Inc. for eight years before founding Sylo Planning in 2024. Outside of his advisory role, Liang is involved in real estate investment and property management through several LLCs. Sylo Planning, LLC is an independent, fee-only registered investment adviser providing financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes asset allocation using Modern Portfolio Theory and a combination of passive and active strategies, managing most assets on a non-discretionary basis and offering both ongoing and project-based planning engagements.

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.

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.

Tonia Gustafson is a financial advisor at Sabbia Faro Wealth Management LLC with 5 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for over two decades at Cooper Family Office, where she was the Director until 2020. She currently serves as a trustee on six trusts associated with her former employer. Sabbia Faro Wealth Management LLC provides portfolio management and integrated financial planning primarily for high-net-worth individuals. The firm customizes accounts with a long-term trading approach and manages over $50 million in discretionary assets, focusing on family-based planning and maintaining a small client roster.

Albin Scaria is a financial advisor at DrawingBoard Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Bluelofts, Bentley Associates, and Ballentine Partners. Scaria is also the founder and managing member of DrawingBoard Capital, a strategic advisory firm and holding company. DrawingBoard Wealth Advisors is a newly formed registered investment adviser that plans to provide portfolio management and financial planning primarily for institutional investors, family offices, accredited investors, and high-net-worth individuals. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, with an emphasis on long-term investing and allocations to alternative and private-market strategies.

Eve Schniebolk is a CFP® professional with 41 years of industry experience, currently serving as the sole advisor at Sound & Secure Advisors LLC since 2022. Prior to establishing the firm, she operated her own advisory practice from 1985 to 2022. In addition to financial advising, she provides individual and small business accounting, bookkeeping, and tax preparation services as a sole proprietor and is a licensed insurance agent. Sound & Secure Advisors LLC offers investment consulting and portfolio management to individuals, trusts, estates, and business entities. The firm builds diversified, client-specific asset allocation models and provides ongoing portfolio management, financial planning, retirement and estate analysis, and insurance review with discretionary management available when authorized.

Shiying Zeng is a financial advisor at Highrock Capital Management Inc. She holds a Series 65 designation and has over a year of experience in the industry. Her prior work includes roles at Apple Trade Group Inc., MML Investors Services, Mass Mutual Life Insurance, and NY Life Securities. Highrock Capital Management Inc. offers portfolio management and financial planning services, along with a paid research subscription featuring timely alerts. The firm’s investment process combines fundamental analysis, quantitative screening, and technical analysis focused on U.S. equities and ETFs, with an emphasis on transparency and conflict controls in its research publishing.

Katherine Young is a CFP® and CFA® with four years of industry experience. She is the sole advisor at Yearwood Young Advisors, where she has worked since 2020. Her prior experience includes roles at Bessemer Trust and EnTrustPermal. Yearwood Young Advisors offers investment management, comprehensive financial planning, and family office consulting primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes strategic asset allocation and broad diversification, combining passive and selectively active investment strategies, and provides ongoing, personalized financial planning with regular reviews.

Peter Dowdeswell is a financial advisor at Rosci Lamb, LLC in New York, NY, holding a Series 65 designation with six years of industry experience. His prior work includes roles at KDT Advisors, KDT Investment Advisors, and Safra Sarasin. Rosci Lamb, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $65 million in client assets and offers tailored portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and alternative investments, serving a client base that includes corporate and international clients.

Alexander Rynkovsky is the sole advisor at ALR Capital Advisors, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 66 licenses and has six years of industry experience. He has been with ALR Capital Advisors since 2013 and is also involved with MoneyBlock since 2012. ALR Capital Advisors provides investment supervisory services to individual and high-net-worth clients, managing diversified portfolios across various asset classes. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including derivatives and block trading.

Olga Iliachenko is a financial advisor at OLA-I Consulting in New York, NY, holding Series 63 and Series 65 licenses. She has prior experience working at Egan Tax & Books Ltd. and AMS, Inc. before founding OLA-I Consulting in 2024. OLA-I Consulting provides personalized, advice-only financial planning to individuals, families, and small-business owners, focusing on tax-aware guidance and written recommendations for publicly traded investments. The firm emphasizes long-term, diversified asset allocation and comprehensive planning services without discretionary portfolio management or trade execution.

Cristina Guglielmetti is a CFP® and holds a Series 65 license, with four years of industry experience. She is the sole advisor at Future Perfect Planning, LLC, where she has worked since 2016. Future Perfect Planning provides comprehensive financial planning and discretionary portfolio management to individuals, couples, and families. The firm employs a passive, asset-allocation strategy using low-cost index mutual funds and ETFs, focusing on a planning-first model with fixed-scope initial plans and optional ongoing retainers.

Michael Walstedt is a CFA® charterholder based in Hoboken, NJ, with one year of industry experience. He has worked at Avatar Securities, LLC, Emigrant Bank, and US Bank, and has also been self-employed since 2021. Michael is the sole advisor at Reliant Wealth Advisory, an independent firm providing discretionary investment management and wealth advisory services to individuals, families, and small business owners. The firm uses a combination of fundamental, technical, macroeconomic, quantitative, and cyclical analysis to tailor portfolios according to clients’ goals and risk tolerance.

Craig Linden is the principal advisor at Spectrum AC Advisors, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 designations and has nine years of industry experience. Before founding Spectrum AC Advisors in 2015, he was affiliated with Hughes Berkshire Advisory, LLC. Linden is also a licensed real estate broker and occasionally provides real estate consultation and brokerage services. Spectrum AC Advisors serves individual and high-net-worth clients, managing approximately $2.7 million in discretionary assets for a small client roster. The firm employs diversified portfolios including mutual funds, ETFs, equities, fixed income, and alternative investments such as real estate funds and private equity, while providing ongoing portfolio management and due diligence on third-party money managers.

Scott Williams is the sole advisor at S. Williams Capital, LLC in New York, NY. He holds the CFA® designation and Series 63 license and has eight years of industry experience. Williams has led S. Williams Capital, LLC since its founding in 2014. S. Williams Capital, LLC provides discretionary investment advisory services primarily to individuals and high-net-worth clients, managing approximately $27.7 million. The firm employs a value-driven equity strategy complemented by event-driven and risk-arbitrage positions, utilizing equities, debt, and derivatives, with active use of leverage, short selling, and margin.

Kevin Chen is a financial advisor at Horizon Financial Advisors LLC with Series 63 and Series 65 credentials and four years of industry experience. He serves as Chairman and CEO of Edoc Acquisition Corporation, a healthcare acquisition company, and holds board positions with Infint Acquisition Corporation and Capitan Investment Ltd. Additionally, he is an Adjunct Assistant Professor at New York University and an Editorial Advisory Board Member for the Global Commodity Applied Research Digest at the JP Morgan Center for Commodities. Horizon Financial Advisors provides investment management primarily to pooled investment vehicles and institutional or high-net-worth accounts. The firm employs a long-term, allocation-driven approach with tailored guidelines and ongoing monitoring, serving clients through separately managed accounts and sub-advisory arrangements.