Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Malatai Capital since 2018 and previously spent six years at Spectronics. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities through individualized investment programs. The firm uses fundamental analysis combined with daily technical reviews and employs performance-based compensation for qualified clients.

Duncan Burke is a financial advisor at Atlantis Asset Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Westminster Securities since 2002. Atlantis Asset Management is a fee-based SEC-registered investment adviser that serves individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, with a notable focus on employing derivatives for risk management and limiting leverage unless requested by clients.

Vincent Schott is a Series 65-licensed advisor at Xpotential Inc. with 15 years of industry experience. He has been with Xpotential since 1999. Outside of his advisory role, he consults part-time for Phoenix Merchant Services, monitoring the performance of an outsourced wholesale payment processor. Xpotential provides discretionary portfolio management to a diverse client base, including individuals, trusts, foundations, and institutions. The firm employs globally diversified portfolios using low-cost index funds and ETFs, with a combination of strategic asset allocation and tactical risk adjustments.

Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Matthew Stone is a financial advisor at Eagles Coast Wealth Management, LLC with 16 years of industry experience. He has held positions at Sandlapper Wealth Management, LLC and Martin Capital LLC prior to joining Eagles Coast in 2018. He holds Series 63 and Series 65 licenses. Eagles Coast Wealth Management serves individual and institutional clients, including high-net-worth households, providing discretionary portfolio management along with financial planning and consulting. The firm uses a tailored approach based on client objectives and employs a mix of exchange-traded equities, mutual funds, and fixed-income securities, with accounts reviewed quarterly.

Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. Outside of advising, he is a part owner of Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual investors without an account minimum. The firm employs a blend of charting, cyclical, fundamental, and quantitative analysis with both long-term and short-term trading strategies, managing accounts on a discretionary basis.

Nikola Goles is a financial advisor with Fjaka Wealth Management LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Morgan Stanley and several other financial firms. Fjaka Wealth Management LLC offers discretionary portfolio management, financial planning, and family-office–style advisory services to individuals nationwide, primarily through virtual meetings. The firm combines fundamental analysis, strategic asset allocation, and active security selection, including the use of derivatives and options strategies in separately managed accounts.

Ron Bezoza is a financial advisor at Lancaster with 21 years of industry experience. His background includes roles at Goldman Sachs, Morgan Stanley Distribution, and several capital and financial technology firms. He holds Series 66 and Series 65 designations. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic, quantitative investment approach incorporating artificial intelligence and algorithmic execution.

David Weigel is a CFP® professional with 30 years of industry experience. He currently operates Weigelfam, an independent wealth management firm in New York, NY. Prior to founding Weigelfam, he worked at RBC Capital Markets, LLC from 2013 to 2020. Weigelfam provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a diversified investment approach incorporating fundamental and cyclical analysis, proprietary models, and a long-term orientation, while also offering institutional pension consulting and retirement-plan services.

Enrique Zambrano Valero is a CFA® charterholder and financial advisor at Vitral Advisors LLC with two years of industry experience. Prior to joining Vitral Advisors in 2022, he worked at BBVA Banco Provincial and served as a professor at Universidad Metropolitana. He continues to engage in academia by teaching at Universidad Metropolitana on a part-time basis. Vitral Advisors provides investment management, family office, and financial planning services to individuals, high-net-worth clients, family offices, trusts, and select institutional clients. The firm employs a combination of macroeconomic analysis, third-party research, and tailored asset allocation, and is notable for its use of borrowing and derivatives within separately managed accounts as well as its relationships with non-U.S. custodians and a significant non-U.S. client base.

Michael Mclane is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with Redwood Financial Planning, LLC and has previously worked at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory role, he owns a part-time tax preparation and business consulting practice. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and tactical overlay strategies, offering both discretionary and non-discretionary mandates while managing approximately $213 million across three advisors.

Jeffrey Schuss is a financial advisor at Reik & Co., LLC with four years of industry experience. He has been with Reik & Co. since 2013, working as part of a four-advisor team based in New York, NY. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for around 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings through its Select Investor and Large Cap strategies.

Desiree Fisher is a CFP® and holds a Series 65 license, with four years of experience in the financial advisory industry. She is currently with Capital Area Planning Group, where she has worked since 2024, and is also the owner of Coell's Legacy, a consulting business specializing in estate and elder care planning. Prior to her current roles, she held positions at several firms including Freeman Capital Advisors and CIC Wealth. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a customized, actively managed investment approach and integrates tax preparation and other financial services through affiliated entities.

Mariluz Nunez is a financial advisor at CWM Partners, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked for Manchester Capital Management LLC for 10 years before joining CWM Partners in 2022. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and conducts due diligence on sub-advisors, managing most client assets on a non-discretionary basis.

Anna Bronstein is a financial advisor at Springreef LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Springreef since 2011. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring. The firm emphasizes a structured due-diligence process and does not manage client assets or offer financial planning, instead operating on hourly or fixed-fee arrangements.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

Gary Du Boff is a CFP®-certified financial advisor at Sage Capital Management LLC with 16 years of industry experience. Prior to joining Sage in 2026, he worked at BDO USA LLP, Equitable Advisors, and MBAF. Sage Capital Management LLC is a registered investment adviser managing approximately $368.6 million for about 314 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting using a core-and-satellite strategic asset allocation that combines passive ETFs and active managers with a globally diversified approach.

Dorota Pietryka is a financial advisor with Compass Private Wealth Group LLC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She previously worked at Merrill and J.P. Morgan Securities over a combined span of nine years. Dorota is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation of insurance recommendations. Compass Private Wealth Group LLC manages approximately $113 million for around 80 clients, including individuals, families, trusts, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios tailored to clients’ goals and risk tolerance.

Robert Alonso is a financial advisor with Third Eye Associates, Ltd, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Third Eye Associates in 2021, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is a licensed life insurance agent and sells items on eBay. Third Eye Associates provides financial life-planning and advisory services to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning engagements and refers clients to third-party money managers for ongoing asset management.