Syed Tirmizi is a financial advisor at Elphinstone with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Finalis Securities LLC and Avalere. He is also a partner at Allere LLC DBA SovDoc, where he is involved in mergers and acquisitions advisory services. Elphinstone provides automated portfolio management to individual and institutional clients through a mobile platform, offering ETF-based portfolios with options for advised or self-directed trading. The firm employs algorithmic portfolio construction and rebalancing based on modern portfolio theory and client risk preferences.

Tariq Siyam is a financial advisor at 2201 Capital, LLC with a Series 65 designation and one year of industry experience. His prior experience includes six years at Hoopoe Advisors and two years at Cayan Group. Outside of his advisory role, he is involved with 0 Wellesley St LLC. 2201 Capital, LLC provides discretionary portfolio management and investment advisory services to a small client base, including individuals, high-net-worth individuals, charitable organizations, and business entities. The firm uses a variety of analytical methods and both long- and short-term trading strategies to align with client objectives and risk tolerances.

Rosemarie Marino is a financial advisor with Hemisphere Partners LLC in New York, NY. She holds the Series 63 designation and has five years of industry experience. Marino has been with Hemisphere Partners, a small firm with two principals, since 2005. Hemisphere Partners primarily serves high net worth individuals and their estate-planning entities, offering investment advice, portfolio management, and consulting. The firm uses a tailored, diversified approach with an emphasis on manager due diligence and employs a range of investment vehicles including mutual funds, ETFs, private funds, and UCITS.

Gail Wiesenfeld is a financial advisor at Nardis Advisors LLC in New Rochelle, NY, with 10 years of industry experience. She has been with Nardis Advisors since 2013. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm offers customized portfolios across multiple asset classes, including socially responsible investment options, and maintains a cross-border operating posture with multiple offices and formal arrangements with non-U.S.-registered subadvisers.

Victor Gil is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has been with iAdvise Partners since 2008. In addition to his advisory role, he serves as CEO of iAdvise Real Estate LLC, a real estate brokerage and property management firm. iAdvise Partners provides discretionary and non-discretionary investment management and family office services to high-net-worth individuals, corporations, trusts, and charitable organizations worldwide. The firm offers customized portfolio construction based on client objectives and risk profiles, utilizing both third-party research and in-house due diligence across multiple asset classes.

Petra Peters is a financial advisor at Terra Nova Asset Management LLC with five years of industry experience and holds a Series 63 designation. She has been with Terra Nova Asset Management, a firm established in 1998, throughout her career. Terra Nova Asset Management provides continuous asset management primarily to high-net-worth individuals, family offices, and institutional clients, using both fundamental and technical analysis in their investment decisions. The firm emphasizes tailored investment objectives, international exposure, and publishes a quarterly market newsletter.

Jeffrey Gibs is a financial advisor at Volumetric Advisers with five years of industry experience. He holds Series 63 and Series 65 designations and has been with Volumetric Advisers since 2015. Volumetric Advisers primarily provides investment advisory services to the registered mutual fund Volumetric Fund, Inc., along with portfolio management for separately managed accounts and advisory services to individuals and small businesses. The firm uses a proprietary volume-and-trend methodology called the “Volume and Range” system to guide its investment decisions.

William Bradford is a CFA® charterholder with four years of industry experience. He has been with Garrison Bradford & Associates Inc. since 1985. Garrison Bradford & Associates Inc. is an SEC-registered, fee-based investment adviser managing approximately $135 million in assets. The firm provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships, employing a long-term, fundamentally driven growth investment approach that emphasizes companies with consistent sales and earnings growth and economic moats.

Andrew Hodges is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Value Investment Professionals, LLC since 2012 and is also involved as a managing member in affiliated entities VIPHA LLC and VIP SPV LLC, which focus on originating bridge loans and investing in direct real estate. Value Investment Professionals, LLC provides discretionary portfolio management and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers performance-based fees and borrowing options within separately managed accounts.

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

John Williams is a financial advisor at Bautis Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bautis Financial since 2018, including its current iteration since 2020. Prior to his advisory career, he was involved with Woosh Athletic, LLC, an athletic-related business. Bautis Financial, LLC provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with about $197 million in discretionary assets. The firm’s investment approach is guided by client-specific Investment Policy Statements and employs a range of analytical tools to implement diverse trading strategies, with additional focus on insurance and risk-management services.

Timothy Bradley is a financial advisor with Dynamic Trading Management, LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Dynamic Trading Management since 2007 and also works with Cabot Lodge Securities LLC. Outside of advisory services, he owns the Timothy Bradley Agency, a transactional business related to broker-dealer and insurance products. Dynamic Trading Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and investment advice primarily to individuals, trusts, and estates. The firm employs a multi-faceted investment approach combining macro analysis with fundamental and technical security selection, focusing mainly on equities and cash, and manages accounts with customized plans based on client objectives, risk tolerance, and tax considerations.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining First Light Wealth Advisors in 2017. Outside of his advisory role, he is a managing partner of RJE Marine Services LLC, a charter boat business run by his son. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to manage portfolios across various asset classes, primarily on a discretionary basis.

Stephen Varlotta is a Series 65-licensed advisor at ProAthlete Wealth Management LLC with no prior industry experience. His work history includes roles at SL Green Realty Corporation, Greystone Monticello, Piper Sandler, and academic positions at the University of Southern California Marshall School of Business and Syracuse University. ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services primarily to individuals, including high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, serving a client base that includes professional athletes with specialized concierge support.

Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and previously worked at UBS Securities LLC and Credit Suisse Securities (USA) LLC. Outside of his advisory work, he owns income-producing real estate in London. Diamond NestEgg serves individual clients by providing comprehensive financial planning, coaching, and educational programs. The firm focuses on client-directed implementation and favors passive investment strategies, emphasizing education through workshops and online courses rather than discretionary portfolio management.

Peter Goodman is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with SFI Advisors since 2001 and has prior experience at Manufacturers Life Insurance Company spanning three decades. Goodman serves on the executive committee of a retirement planners’ study group, Retirement Advisors & Designers of America (RADA). SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs tailored investment strategies, including modern portfolio theory and long-term purchase approaches, and offers access to a range of investment products such as equities, bonds, mutual funds, ETFs, and municipal securities.

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.

Sam Haddad is a financial advisor with Domani Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Domani Advisors since 2018 and previously spent nine years at Morgan Stanley, including three years at Morgan Stanley Private Bank, National Association. Domani Advisors provides discretionary investment management and consolidated reporting services to individuals, high-net-worth clients, trusts, foundations, and small businesses in a family-office style. The firm manages approximately $362.8 million across about 63 client relationships and utilizes a range of investment strategies including fundamental, quantitative, technical, and cyclical analysis, along with the use of derivatives and borrowing within separately managed accounts.

Daniel Baumgartner is a financial advisor at Terra Nova Asset Management LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Terra Nova Asset Management LLC since 1998. Terra Nova Asset Management LLC advises high-net-worth individuals, family offices, and institutional clients, offering tailored portfolio management with both discretionary and non-discretionary services. The firm emphasizes longer-term holdings across equity and fixed-income instruments, including foreign securities, and conducts regular portfolio reviews at least quarterly.

Zoe Vlachos is a financial advisor at Adalta Capital Management LLC with five years of industry experience. She has been with Adalta since 2016. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, following a long-only, value-based investment discipline focused on financially strong companies.