Deva Panambur is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. Since 2010, Panambur has operated as the sole advisor at Sarsi, LLC, following four years at Neuberger Berman BD LLC. Sarsi, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and institutions, including family offices. The firm integrates strategic asset allocation with both traditional and alternative investments and employs options strategies in separately managed accounts alongside consulting and due-diligence services focused on alternative and private funds.

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.

Sunsierre Atkinson is a CFP® professional with two years of industry experience, currently affiliated with Team Financial Planning in Union, NJ. Prior to this, Atkinson worked at DTCC from 2015 to 2021 and is the founder of Teach Everyone About Money LLC, a coaching and teaching business. Team Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients as well as employer plan sponsors and other organizations. The firm provides discretionary portfolio management and financial planning, employing a blend of passive and active strategies alongside fundamental, technical, and cyclical analysis, with options for socially responsible investing upon client request.

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.

Patrick Hsu is the sole advisor at Hawkeye Investment Management LLC in Demarest, NJ, holding Series 65 and Series 66 licenses with 14 years of industry experience. He has managed Hawkeye since 2011. Outside of investment management, Hsu works as a licensed New Jersey REALTOR. Hawkeye Investment Management provides discretionary investment management primarily to individuals, families, trusts, and small-business retirement plans, focusing on larger or qualified investor accounts. The firm employs a discount capture strategy in closed-end funds, utilizing both hedged long/short and long-only approaches, with portfolio management supported by Morningstar data and Insider Score institutional ownership information.

Robert Fortune is the principal advisor at Fortune Advisory Services with 17 years of industry experience. He held a position at HSBC Bank USA before founding his current firm in 2017. In addition to investment advisory, Fortune provides educational services related to credit repair, budgeting, insurance products, and annuities. Fortune Advisory Services manages assets and wealth for individuals, high-net-worth clients, and small businesses, focusing on U.S. equities, index funds, ETFs, and bonds. The firm employs a long-term, fundamental analysis approach and primarily operates on a non-discretionary basis with frequent client interaction and integrated financial planning.

Ivan Thornton is a financial advisor with Fiduciary Management Group, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Thornton has been with Fiduciary Management Group since 2005. Fiduciary Management Group primarily serves high-net-worth individuals and families, as well as corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. The firm provides multi-client family office services and comprehensive financial planning, implementing individualized investment policies with discretionary portfolio management.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Bryan Weisgal is a financial advisor at Ruth with a Series 65 designation. He has no prior industry experience but has worked in legal and technology roles, including at Lowenstein Sandler LLP and My Technology, Inc. He also completed law school at the University of Georgia. Ruth is an independent advisory firm serving individual retail clients through a digital-first, non-discretionary platform. The firm focuses on a single long-term buy-and-hold investment strategy using the SPDR S&P 500 ETF (SPY) and offers clients exposure to the U.S. large-cap equity market with a flat advisory fee structure.

Rakesh Budhram is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Prolific Solutions and has previously worked at Redwood Advisory, LLC, MML Investors Services, LLC, Center for Wealth Preservation, and Mass Mutual Life Insurance Company. Prolific Solutions serves individuals, businesses, and retirement plans by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm uses a "Lifestyle Planning" framework that incorporates clients' living styles, family dynamics, and long-term goals, and employs third-party research to manage portfolios tailored to individual risk tolerance and objectives.

Nevada Carter is a financial advisor at Elessar Wealth with a Series 65 designation and one year of industry experience. Prior to joining Elessar Wealth, Carter held roles at Columbia University and Dynamic Wealth Strategies. Elessar Wealth is a registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes tailored client strategies through individualized investment objectives, portfolio management, and the option to allocate assets to third-party managers.

Leslie Lewis is the Chief Executive Officer and Chief Compliance Officer of MultiGenerational.Black Inc., with three years of industry experience. She holds a Series 65 designation and has a background that includes roles at Business Insider, Bookmark Publications, and Broadview Phoenix Productions. Outside of her advisory work, Ms. Lewis serves as a board member Emeritus of the Reginald F Lewis Foundation, oversees publishing at Bookmark Publications, produces theater and film projects with Broadview Phoenix Productions, and organizes events for Black Harvard Alumni United, LLC. MultiGenerational.Black Inc. provides discretionary investment management and comprehensive financial planning to individuals, estates, businesses, and retirement plans, including 401(k) plan design services. The firm operates as a fiduciary and employs a fundamental, long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by educational programming and fee-based training products aimed particularly at increasing financial fluency among first-time African American stock market investors.

Stephen Parker is the principal of TSN Management Inc. in New York, NY, holding Series 63, 65, and 66 licenses with 39 years of industry experience. His career includes roles at Cape Securities, Dawson James Securities, and Oppenheimer. TSN Management Inc. provides advisory and brokerage services primarily to individual clients who are not high-net-worth, focusing on portfolio management for pooled investment vehicles with performance-based fee arrangements. The firm is notable for its dual broker-dealer affiliation and performance fee structure while operating on a very small scale.

Truman Hobbs III is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Boyar Value Group, Overbrook Management Corporation, and currently leads TwentyThree Advisory. Truman serves on the Board of Directors of The Adwell Corporation, where he acts as Treasurer and an Executive Committee Member. TwentyThree Advisory provides portfolio management services primarily to high-net-worth individuals, focusing on long-term equity investments supported by fundamental analysis. The firm offers both discretionary and non-discretionary arrangements and maintains a small, concentrated client base.

After almost two decades on Wall Street, Jay decided to follow his passion of helping like-minded working professionals and families achieve their financial goals. With experience spanning across financial planning, investment research, portfolio construction, and alternative investments, Jay has extensive and diverse perspectives to help clients secure their financial futures. His client base has spanned the rising affluent to the ultra-high net worth. Jay has been quoted in media outlets such as the Wall Street Journal, Bloomberg, and Barron's and has attained the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Analyst® (CFA) certifications, widely considered gold standards in financial planning and investment designations.

Arthur Flores is the principal advisor at Flores Wealth Planning, LLC, an independent firm based in New York, NY. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to founding his firm, he worked at Morgan Stanley from 2010 to 2011 and has been involved with Origin Financial LLC since 2018. In addition to his advisory role, Flores serves part-time as a family life and personal finance counselor providing human services solutions for military and veterans. Flores Wealth Planning serves individuals, families, trusts, and employer-sponsored retirement plans with comprehensive financial planning and investment advisory services. The firm employs a diversified investment approach based on Modern Portfolio Theory, combining passive core holdings with active satellite positions, and offers pension consulting and employee benefit plan services through a third-party affiliation.

Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

Yuheng Fu is a CFA® charterholder based in New York, NY, with experience that includes roles at Three Dots Capital and Microsoft prior to founding Three Dots Advisory LLC. Fu has been working in financial advisory since 2026. Three Dots Advisory LLC serves high-net-worth individuals by providing discretionary portfolio management through separately managed accounts and non-discretionary hourly investment consulting. The firm focuses on U.S.-listed equities, ETFs, and exchange-listed options, offering both active long and index-enhancement strategies tailored to client preferences.

James Vitiello is a financial advisor at Fifth Avenue Wealth Advisors LLC in New York, NY, holding Series 63, Series 65, and Series 66 designations with 5 years of industry experience. He has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser serving high-net-worth individuals and institutional clients such as pension and profit-sharing plans. The firm uses fundamental analysis combined with strategic and tactical asset allocation, focusing on long-term holdings and periodic rebalancing, and utilizes a third-party managed-account platform for portfolio implementation.