Youwei Jing is a financial advisor at Alterra with a Series 65 designation and no prior industry experience. Before joining Alterra, Jing worked at several firms including DevelopIntelligence, Bubble, and Correlation One. Alterra is an independent, state-registered investment adviser specializing in portfolio management and a unique options-based borrowing service using short box spread strategies. The firm serves a diverse client base ranging from individuals and small businesses to institutional and corporate entities, and it employs exchange-traded S&P 500 index options to manage borrowing exposures and mitigate early assignment risk.

John Foote is a financial advisor at Modoo Strategy LLC in Great Neck, NY, holding a Series 65 credential with two years of industry experience. He concurrently serves as the managing member and anesthesiologist at LIC Anesthesia, PLLC. Modoo Strategy LLC primarily serves employer-sponsored retirement plans, pooled or institutional accounts, and business clients, offering investment management, retirement plan consulting, and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and provides both ongoing advisory relationships and project-based engagements.

Warren Stean is a Series 65-licensed financial advisor with seven years of industry experience. He is the founder and director of Atlantica Wealth, LLC, a firm providing financial consultancy services to UK expatriates, where he focuses on business development for investment advisory services in the United States. He has worked at Liberty Wealth Managers since 2022 and has prior experience at several firms, including WestFuller Advisors and Abbey Financial Solutions. Liberty Wealth Managers offers fee-based investment advisory services primarily to individual United Kingdom expatriates, specializing in pension transfer assistance and portfolio management. The firm uses a tactical allocation approach mainly through exchange-traded funds and mutual funds, operating on a non-discretionary basis with a focus on longer-term holdings.

Rosanna Pezzo Brizio is a financial advisor at Tuliptree Advisors with Series 63 and 65 licenses and two years of industry experience. She previously worked at New York Life Investment Management and Intesa SanPaolo. In addition to advising, she is an adjunct professor at Columbia University. Tuliptree Advisors is an independent, fee-only firm serving individual and institutional clients with investment management, financial planning, retirement plan consulting, and other advisory services. The firm employs a multi-method investment approach and is notable for managing ERISA retirement plans and offering educational seminars.

Benjamin Chideckel is a financial advisor at Framework Wealth with a Series 65 credential and experience in investment management beginning in 2025. His prior work includes roles at Blackstone, 3G Capital, and Stanford Graduate School of Business. He is also co-founder of Gather Capital GP LLC, a private markets fund of fund. Framework Wealth manages pooled vehicles and institutional assets, offering financial planning and advisory services to organizations and eligible investors. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and both active and passive investment vehicles, including private market funds, and emphasizes the selection and monitoring of Outside Managers.

Jay Rosenberg is the sole advisor at Arrival Capital Management LLC in New York, NY. He holds a Series 65 designation and has 23 years of experience with the firm, which he has been associated with since 2003. Prior to founding Arrival Capital Management, his background includes legal, corporate finance, and public-sector roles, along with formal training in valuation and behavioral finance. Arrival Capital Management provides fee-only investment management and wealth services to individuals, high net worth clients, corporations, and trusts. The firm employs a value investing approach combined with behavioral and contrarian analysis, focusing on long-term, diversified portfolios tailored to client objectives.

Mark Mcnally is the sole advisor at Megstar Financial Management Inc. in Montvale, NJ, with 31 years of industry experience. He has worked at Megstar since 1992 and concurrently serves as a television production technician at WNYW-TV since 1977. Megstar Financial Management provides discretionary portfolio management and general financial advice to a select individual client base. The firm utilizes Modern Portfolio Theory to build diversified, low-turnover portfolios and emphasizes transparent reporting and conflict reduction through specific trading practices.

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.

Woongkee Min is a financial advisor at Stewards Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked at Porro & Co for five years before joining Stewards Asset Management in 2020. Stewards Asset Management provides tailored investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, foundations, and corporate clients. The firm combines bottom-up fundamental analysis with top-down macro views, supplemented by technical analysis and ESG considerations, to construct global portfolios across various time horizons.

Steven Copeland is a CFP® professional with four years of industry experience. He is the sole advisor at Shfp, LLC and has been associated with Safe Harbor Financial Planning since 2003. Shfp, LLC is an independent firm providing fee-only investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $88.9 million across about 25 clients, primarily using a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis with a focus on individual equities, fixed income, mutual funds, and ETFs.

Narumi Yoshida is the Founder & CEO of Yoshida Wealth Management, Inc. He is a CPA and specializes in Financial & Tax Advisory for Japanese Business Owners and Investors in the US. Mr. Yoshida was born and raised in Shizuoka, Japan. At age 19, he moved to New York in pursuit of his educational and professional goals. He is a first-generation immigrant himself, so he understands what challenges and difficulties people face by moving from one country to another. Mr. Yoshida’s unique professional and educational backgrounds give him the ability to work with clients closely and develop the most effective tax and financial strategies for them. Mr. Yoshida worked as a Financial Advisor for a prominent financial advisory firm in New York City. After gaining valuable experience at the firm, he eventually decided to go out on his own to launch Yoshida Wealth Management, Inc., Independent RIA, to work with clients he felt needed the most help and could add the most value to their situations. Good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, he believes (1) Fee-Only, (2) Fiduciary and (3) Independent are the three most important criteria to consider when choosing a Financial Planner. In addition to Yoshida Wealth Management, Inc., he owns and runs a successful CPA firm based in New York where he and his team provide tax return preparation and business accounting services. Mr. Yoshida focuses on helping Japanese Business Owners and Investors in the US. He utilizes the newest AI/technologies to operate at the highest efficiency level, so he can focuses on what he enjoys the most – working with clients! Outside of work, he enjoys traveling around the world with his wife, Nicole, staying active, reading books and eating Japanese food! (Fun Fact: Narumi used to be a dancer)!

Stephen Zheng is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been the sole advisor at Wealthlet Advisory LLC since 2016 and previously worked at New York University from 2015 to 2019. Wealthlet is an independent advisory firm that provides portfolio management, financial planning, and specialized investment-immigration services, including EB-5 and E-2 matters. The firm serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, using a fundamental, bottom-up value investing approach while integrating investment-immigration advisory work alongside traditional wealth management.

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.

Ralph Condis is the principal of Executive Business Financial Planning in Dumont, NJ, with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has been with his current firm and Purshe Kaplan Sterling Investments since 2004. Outside of his financial advisory role, Mr. Condis is involved in religious missions as a Deacon of Humanity, produces original music and educational content, and works with Public Partnerships for NJ, supporting care for autistic and disabled individuals. Executive Business Financial Planning provides investment management and financial planning services to individuals, retirement plans, non-profits, trusts, and institutional clients. The firm employs a combination of proprietary technical and fundamental models alongside third-party asset allocation, utilizing tactical diversification, periodic rebalancing, and tax-aware strategies, including options collars, to manage client portfolios.

Jingshu Zhang is a financial advisor at Guinea Value Investments with a Series 65 designation and three years of industry experience. Prior to joining Guinea Value Investments, Zhang worked at Dorfman Value Investments, Atlas Capital Investment LLC, and held roles at Overseas Student Services Corp, Broadsea Consulting, and Ascent Fund. Guinea Value Investments provides discretionary portfolio management services to individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading horizon. The firm customizes asset allocation and investment selection based on each client’s goals and risk tolerance, offering regular monitoring, reporting, and rebalancing.

John Belluardo is a ChFC® and financial advisor at Stewardship Financial Planning in Tarrytown, NY, with four years of industry experience. He previously worked for seven years at Quadlogic and has been associated with Stewardship Financial Services, Inc. since 2003. In addition to his advisory role, he offers personal trustee and executor services independent of investment management. Stewardship Financial Planning serves individuals, businesses, charitable organizations, trusts, and estates with comprehensive financial planning and investment advice. The firm employs a multi-bucket, long-term buy-and-hold strategy focused on diversification and offers primarily non-discretionary management with a limited product menu and flat, fixed fees.

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.

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.

Edward Chang is a financial advisor at Pledge Capital LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has been with Pledge Capital since 2016. Pledge Capital provides discretionary and non-discretionary investment management services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm employs a value-oriented strategy with a growth bias, focusing on equities and exchange-traded funds and using a bottom-up fundamental research process.

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.