Brian Reddington is a financial advisor at R Squared IV with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Castleview Partners, LLC, David Lerner Associates, and New York Life Insurance Company. Outside of his advisory work, he occasionally drives for Uber after market hours. R Squared IV is an independent investment advisory firm that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth families, trusts, and small institutions. The firm employs a quantitative, systematic investment process using multi-factor models and combines trend-following and mean-reversion signals, typically executing strategies through ETFs and index mutual funds tailored to client objectives and risk tolerances.

Patrick Keane is a financial advisor at Nevis Equity Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at several firms including Bank of America and Envoy Mortgage, and is involved in entrepreneurial ventures such as co-founding a parking information app and operating a guided-tour business. He is also a licensed mortgage loan originator. Nevis Equity Advisors LLC provides discretionary investment management, wealth management, and financial planning services to individuals and high-net-worth clients. The firm’s investment process is based on fundamental analysis with a long-term focus, incorporating individual stocks, bonds, alternative investments, and cryptocurrency when appropriate, and frequently selects and oversees unaffiliated independent managers as part of its strategy.

Michael Woloch is a CFP® and Series 65-licensed advisor with Financial Strategy Advisors, LLC, where he has worked since 2014. He has 12 years of experience and operates a solo independent advisory practice in Bayside, NY. Outside of financial advising, he devotes significant professional time to an unrelated dental practice. Financial Strategy Advisors, LLC is a fee-only registered investment adviser that provides personalized financial planning to individual clients, including high-net-worth individuals. The firm offers services through flat-fee retainers and focuses on recommendations involving mutual funds and ETFs, without managing client assets or executing trades.

Vincent Travagliato is a financial advisor with WealthWise, LLC, an independent firm based in Mount Kisco, NY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. In addition to his advisory role, he practices as a trust and estate lawyer. WealthWise, LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, focusing on long-term trading strategies supported by charting, fundamental, and technical analysis. The firm prepares written Investment Policy Statements and conducts regular reviews without discretionary trading authority.

Carlos Peraza is a financial advisor at Mon Capital Management LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. He is also a partner at SP Family Office LLC since 2008 and a shareholder in SP Capital International S.A., a Panama-registered investment management firm that operates independently of his primary advisory roles. Mon Capital Management provides investment advisory services primarily to high‑net‑worth individuals, their corporate entities, and trusts, offering both discretionary and non‑discretionary portfolio management. The firm uses a multi-disciplinary research process and applies Modern Portfolio Theory with strategic and tactical allocations, employing a range of instruments and alternative investments to meet client objectives.

Gregory Prato is a financial advisor at Prato Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Outside of his advisory role, he is involved in commercial real estate and aviation holding companies. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm uses an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers portfolio management through both traditional advisory and wrap fee programs.

James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior business experience spanning over a decade with Newsearch Equipment & Salvage, a retail company selling used parts for diesel tractors and other equipment. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, including pension and 1031 exchange consulting, as well as a bundled Micro Family Office program that coordinates estate, tax, and wealth-transfer planning.

Avraham Ziv is a financial advisor at Dorado Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Western International Securities, Inc., and Northeast Asset Management LLC. Outside of advisory services, he is also registered as a non-variable insurance agent. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds and charitable organizations. The firm primarily manages assets on a non-discretionary basis and utilizes third-party investment managers through the Schwab platform.

Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, an independent registered investment adviser based in New York, NY. He holds the Series 66 designation and has 23 years of industry experience, with prior roles at UCAP Asset Management LLC, UCAP Securities LLC, and Insight Securities Inc. Legado Wealth Management LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including other financial professionals. The firm emphasizes a long-term, fundamental-analysis investment approach and manages approximately $51 million in discretionary assets across about 75 client relationships.

Carol Mammone Desimone is a financial advisor at Abbondandolo Wealth Management Corp with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abbondandolo & Co since 2006. Desimone is also a Certified Public Accountant and occasionally provides clients with advice or products from her accounting practice. Abbondandolo Wealth Management Corp offers fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm follows a strategic asset-allocation approach using the SEI investment platform, emphasizing diversification and disciplined rebalancing.

Hakan Ergulec is a CFA® charterholder and has been with Tekmen Wells LLC since 2013, accumulating 4 years of industry experience. He serves as Principal and Managing Partner of two investment-related holding companies focused on private company investments. Tekmen Wells provides asset management and financial consulting services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm employs a discretionary portfolio management approach using diversified asset allocations and third-party managers through the Envestnet platform, with a notable use of a wrap-fee program as its primary investment vehicle.

Derek Botwinick is a financial advisor at Lumiere Financial with 23 years of industry experience. He holds a Series 63 designation and has held positions at firms including Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. In addition to his advisory work, he owns DLB Associates, which provides group benefits and Medicare insurance services. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships through a seven-advisor team, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Ivan Feinseth is a financial advisor at Tigress Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Tigress Financial Partners since 2011. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory, employing strategies such as long- and short-term trading, options, short sales, and margin.

Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Denis Baftiq is a CFP® at Midfield Private Wealth, LLC with one year of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Merit Financial Group, and several other financial and educational institutions. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs a blend of passive and active strategies with a focus on fundamental analysis, offering discretionary and non-discretionary portfolio management tailored to client needs.

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

Jordan Hod is a financial advisor at Revel Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Revel Wealth Management, he worked at Ellkay for eight years and held positions at LeagueApps and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, nonprofits, and other entities. The firm manages portfolios using a broad range of securities and employs both quantitative and qualitative analysis, serving a small client base with a high assets-under-management per client ratio.

Manoj Tandon is a financial advisor at Princeton Value Partners LLC with 3 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Princeton Value Partners in 2020, he worked at Pzena Investment Management from 2002 to 2019. Princeton Value Partners provides discretionary investment management to institutions, high-net-worth individuals, and private funds, alongside sub-advisory and model portfolio services to other financial firms. The firm employs a value-driven, research-intensive investment process focused on high-quality businesses trading below intrinsic value and maintains concentrated, long-only equity portfolios primarily in U.S.-listed stocks.

David Burrows is a financial advisor at Hudson Capital Advisory, Inc. with 22 years of industry experience. He holds the Series 63 designation and has worked with Hudson Advisor Services since 2003. Burrows also serves as co-trustee for a family trust with Fiduciary Trust Company. Hudson Capital Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as other registered investment advisory firms. The firm offers discretionary and non-discretionary portfolio management, co-advisory and sub-advisory arrangements, and outsourced chief investment officer services, using a mix of fundamental, technical, and cyclical analysis alongside proprietary strategies.

Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.