Jennifer Brown is a financial advisor at Summer Creek Wealth Management, LLC in New York, NY, with 8 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Summer Creek Wealth Management since 2012. Summer Creek Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and standalone financial planning and consulting. The firm offers specialized business and real estate planning services alongside a tailored investment process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios.

Ira Schack is a CFP® with 10 years of experience in financial advising and has been the principal at Highland Wealth Advisors, LLC since 2013. He also operates the Law Office of Ira Schack, focusing on trusts and estates, and is involved in insurance sales and consulting through multiple entities. Schack combines his legal and financial expertise in his professional activities. Highland Wealth Advisors provides financial planning and referral services to individual clients, including high-net-worth individuals. The firm uses a variety of investment strategies and offers planning across multiple areas, often referring clients to third-party money managers.

Rui Guo Ma is a financial advisor at Savvy Asset Management LLC in New York, NY, with seven years of industry experience. He holds the Series 65 and Series 63 designations and has held roles at Tradeview Markets and Eddid Securities USA Inc. He also works as a sales manager with Tradeview Markets. Savvy Asset Management LLC provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on equities. The firm employs a combination of fundamental, quantitative, and technical analysis with both long-term and short-term trading strategies and offers discretionary and non-discretionary management without an account minimum.

Jason Yoo is a financial advisor at Novera Wealth, Inc. with seven years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. His prior experience includes roles at Palisade Capital Management, Goldman Sachs, Altfest Wealth Management, and JP Morgan Securities. Outside of finance, he was involved with Music Is a Gift Inc from 2015 to 2019. Novera Wealth provides wealth management and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm combines asset allocation with Modern Portfolio Theory, using both passive and active strategies alongside various analytical methods, and integrates financial planning and educational seminars into its offerings.

William Ferdinand is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at The WF Group, LLC since 2012, an independent firm based in Greenwich, CT. The WF Group primarily serves high-net-worth individuals, offering personalized portfolio management and discretionary investment advice. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long-term, short-term, trading, and option-writing to construct customized portfolios aligned with client objectives.

Joseph Pellegrino is the sole advisor at P-Squared Capital Management in Greenwich, CT, with 22 years of industry experience. He holds the CFA® designation and has managed P-Square Investments LLC since 2002. P-Squared Capital Management is an independent, single-advisor firm providing discretionary portfolio management for individual and family clients. The firm employs a combination of top-down and bottom-up analysis, using fundamental, technical, and quantitative methods to construct diversified portfolios across equities, alternative investments, and fixed income.

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC with 8 years of industry experience. He held roles at CitiGroup Global Markets and several fintech firms before joining Aetherion. His credentials include the Series 65 and Series 63 licenses. Aetherion LLC provides discretionary portfolio management and related services to both individual and high-net-worth clients. The firm uses a structured onboarding process to tailor asset allocation and investment recommendations based on fundamental analysis and diversified long-term strategies, primarily utilizing ETFs, mutual funds, and select individual securities.

Prakash Chandak is a financial advisor at Regenesys Capital Management LLC in New York, NY, holding Series 65 and Series 66 designations with two years of industry experience. He previously worked at Goldman Sachs for eight years and has been involved with Umergence LLC since 2024. Regenesys Capital Management LLC serves high-net-worth and ultra-high-net-worth clients, providing discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments. The firm uses a strategic asset allocation framework combined with macro factor–based regime analysis and often employs a manager-of-managers approach with curated third-party managers.

Brian Deane is a CFP®-certified financial advisor with 12 years of industry experience. He has been the sole advisor at Apostolic Financial Advisors, LLC since 2013. Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and active strategies such as short sales, margin transactions, and options writing.

Alfonso Vigliotti is a financial advisor at US Wealth Management Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Associates, Inc. and MoneyBlock. He is also the founder and president of Wealth Management Centers, LLC, where he provides general business consulting services. US Wealth Management Advisors, LLC offers investment advisory and financial planning services to individuals, family offices, corporations, and institutional clients. The firm employs a multi-disciplined investment process combining macro and micro analysis and manages primarily non-discretionary assets across a range of strategies, including separately managed accounts and turnkey advisory solutions for independent advisors.

Evan Friday is a financial advisor at YRN Industries LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he has worked at Maxim Group LLC and Munson, and he has also been involved in education at the Allen-Stevenson School. Outside of advising, he has experience working as a retail employee at Munson. YRN Industries LLC provides discretionary portfolio management focused on fundamental analysis to select equity securities. The firm serves individual clients by tailoring portfolios to their risk tolerance and investment objectives, employing a single-custodian approach and offering asset-based advisory fees without performance-based charges.

Jesica Michelle Murature Stordiau is a financial advisor at Nexgen Investments LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, United Maritime Capital, and Adcap Securities. Nexgen Investments LLC provides portfolio management services to individuals, high-net-worth clients, and corporate entities, utilizing a range of investment vehicles and a combination of fundamental, technical, and charting analysis. The firm offers discretionary account management and implements both long- and short-term strategies, with an investment approach that includes options, margin, short sales, and private placements.

Milan Karki is a financial advisor at Titanhub Capital Management LLC with a Series 65 credential and four years of industry experience. His work history includes roles at Titanhub Investment Trust, Titanhub Capital Management LLC, Everset Federal Credit Union, and Oyesol Inc. He is involved in an immigration and consulting practice outside of his advisory work. Titanhub Capital Management LLC is an independent investment adviser serving individual and small-business clients. The firm offers tailored portfolio management, financial planning, and educational workshops, combining fundamental and technical analysis with strategic asset allocation and risk management techniques.

Deva Panambur is a CFP®, CFA®, and Series 66-licensed advisor with 16 years of experience. He has led Sarsi, LLC since its founding in 2010. Sarsi serves individuals, high-net-worth clients, and institutions with comprehensive financial planning, investment supervisory services, and consulting on asset managers and private funds. The firm employs a strategic asset allocation approach informed by macroeconomic and quantitative analysis and utilizes options and derivatives in separately managed accounts as part of its risk management strategy.

Christina Davis is a financial advisor at Mikhael Paul Wealth Management in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at firms including Northwestern Mutual, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of advisory work, she is the owner of Queendom Company, a music creation business. Mikhael Paul Wealth Management provides financial planning, portfolio management, and corporate financial-planning services to a diverse client base including corporations, small businesses, charitable organizations, and individuals. The firm offers customized advisory services alongside non-advisory business-management solutions such as payroll and bookkeeping, with a variety of billing options.

David Lewis is a financial advisor at Velbridge Wealth Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including MML Investors Services LLC, Northwestern Mutual, Prudential, and Allstate. Outside of his financial advisory role, Lewis owns Mogul Protection Agency LLC, a private investigation and security firm, and serves as Director of Registration at the Church of Scientology in New York City. Velbridge Wealth Advisors LLC offers investment management, financial planning, consulting, and pension services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a long-term, customized investment approach based on fundamental analysis and asset allocation, with ongoing account reviews and discretionary management available when authorized.

Alek Turkmen is a financial advisor at Silk with a Series 65 designation and approximately one year of experience. His prior work includes roles at Parallel Distribution, Northrop Grumman, and Jaros, Baum & Bolles, as well as a multi-year tenure at The Cooper Union for the Advancement of Science and Art. Silk provides discretionary investment management to individuals, high-net-worth investors, and institutional clients, focusing on U.S. equities and exchange-traded funds through a single AI-driven equity strategy. The firm employs autonomous large-language-model agents to manage portfolios actively, incorporating long and short positions and margin, with human oversight and pre-trade controls.

Tabor Butler is the sole advisor at The Butler Group LLC, an independent registered investment adviser based in New York, NY. He holds a Series 66 designation and has five years of industry experience, with The Butler Group LLC operating since 2004. The Butler Group LLC primarily serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension accounts. The firm provides financial planning and discretionary portfolio management, using a tailored asset allocation approach based on fundamental analysis, multiple research ratings, and geopolitical commentary.

James Keenan Jr. is the sole advisor at Keenan Private Wealth Management in New York, NY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has led Keenan Investment Management, Inc. since 2001. Keenan Private Wealth Management serves individual clients by providing private wealth management, financial planning, and investment consulting through written plans or ongoing advisory relationships. The firm primarily utilizes third-party managers via the BNY Advisors Managed 360 wrap program, focusing on tailored asset allocations and periodic portfolio reviews while clients retain responsibility for custody and implementation.

Elton Johnson Jr. is a financial advisor with AmeriVet Securities, Inc. in New York, NY, holding Series 63 and 65 licenses with 43 years of industry experience. He has been with AmeriVet Securities since 1993 and also served at Amerivet Securities - RIA, LLC from 2020 to 2021. Outside of his advisory work, he is the president and CEO of Executive Command Group, Inc., a private investigative services firm. AmeriVet Securities offers asset management and fee-based financial planning services to pooled and institutional investors as well as high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory, providing non-discretionary investment services coordinated with client custodians and other professionals.