Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Maxime Kasanda is the principal of Kasanda Capital with 13 years of experience in the financial industry. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015. In addition to his advisory role, Kasanda is a licensed insurance agent and owns a talent representation company called Millie Management. Kasanda Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of analytical methods and offers discretionary portfolio management alongside one-time and ongoing financial planning.

Steven Hecht is the sole advisor at Steven Hecht Investments, Inc., an independent firm based in Teaneck, NJ. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2007. Steven Hecht Investments, Inc. provides portfolio management services to individuals and a variety of institutional clients, including small businesses, pension plans, trusts, and charitable organizations. The firm employs a combination of securities and uses fundamental, technical, and charting analysis to tailor and monitor portfolios on an ongoing basis, often managing accounts on a discretionary basis.

David Polevoy is a CFP® professional with 12 years of experience in financial advising. He has been the sole advisor at Beekman Financial Planning LLC since 2012. In addition to his advisory role, he is a licensed life insurance agent. Beekman Financial Planning LLC is an independent, single-advisor firm serving individuals, small businesses, and certain retirement plans. The firm employs a blend of fundamental and cyclical analysis with strategies such as active management and core-plus-satellite, primarily managing assets on a non-discretionary basis.

Thomas Mullarkey is a CFP® professional with over 31 years of industry experience. He is the principal of Hive Retirement Planning, an independent firm he has led since 2023. Prior to founding Hive, he worked at Credit Suisse Securities (USA) LLC for 14 years and currently serves as a Senior Advisor at Shelter Rock Capital Group LLC. Hive Retirement Planning is a fee-only advisory firm serving individuals and high-net-worth clients with portfolio management and comprehensive financial planning services. The firm emphasizes asset allocation, fundamental analysis, and the use of mutual funds and ETFs, offering discretionary and non-discretionary investment management alongside documented financial planning and ongoing support.

Lloyd Stabiner is a financial advisor with Fulcire Wealth Management, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked as a CPA since 2010. Fulcire Wealth Management serves well-to-do individuals and families, focusing on portfolio management combined with tax and wealth-transfer guidance. The firm emphasizes managing assets designated for short-term investments and income generation through dividend-paying equities and covered-call writing, with a tax-aware, options-focused investment approach.

Adrian Kierans is a financial advisor at Cloverhill Capital Management in New York, NY, with 12 years of industry experience. He holds a Series 66 designation and has worked at Cloverhill Capital Management since 2015, as well as at Purshe Kaplan Sterling Investments from 2015 to 2017. Cloverhill Capital Management is an independent registered investment adviser serving individual investors, small to medium-sized businesses, and employer-sponsored retirement plans. The firm emphasizes asset-class investing and long-term allocation through low-cost institutional index funds and model portfolios, with a focus on pension consulting, corporate retirement plan services, and educational workshops.

Matthew Morano is the principal advisor at Curbstone Advisors LLC, an independent firm based in Tenafly, NJ. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. In addition to his advisory role since 2015, he has worked as a Senior Director of Business Analysis at CME Group, Inc. since 2010. Curbstone Advisors provides fee-only, discretionary portfolio management services to individual clients, focusing on customized portfolios built primarily with low-cost ETFs, complemented by equities, fixed income, cash management, and precious-metals ETFs. The firm follows a market-cycle, buy-weakness/sell-strength investment approach and operates as a solo practice with a limited client base.

Christopher Swart is the President of Autonomous Wealth Management LLC and Chief Financial Officer of Autonomous Technologies Group Inc. He holds Series 63 and Series 65 licenses and has experience in financial strategy and operations within technology and investment management. Prior to his current roles, Swart held positions in the hospitality and gaming industries, including at Wynn Resorts and JACK Entertainment. He is also a co-owner of a wine bar in Grand Rapids, Michigan. Autonomous Wealth Management LLC serves as an investment manager for pooled and institutional accounts and sponsors a wrap-fee program that delivers discretionary portfolio management through a digital platform. The firm uses systematic, AI-driven models to construct and monitor portfolios tailored to client profiles, with services including direct indexing and electronic client interactions.

John Foote is the principal advisor at Modoo Strategy LLC and holds a Series 65 designation with two years of industry experience. In addition to his financial advisory role, he is the managing member and anesthesiologist at LIC Anesthesia, PLLC. His prior experience includes positions at several hospitals and medical institutions. Modoo Strategy LLC provides investment management, financial planning, retirement plan consulting, and educational seminars to individuals, high-net-worth clients, employer-sponsored plans, and businesses. The firm combines ongoing financial planning with discretionary investment management using asset-allocation principles and a mix of passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

Warren Stean is a Series 65-licensed financial advisor with seven years of industry experience. He is the founder and director of Atlantica Wealth, LLC, a firm providing financial consultancy services to UK expatriates, where he focuses on business development for investment advisory services in the United States. He has worked at Liberty Wealth Managers since 2022 and has prior experience at several firms, including WestFuller Advisors and Abbey Financial Solutions. Liberty Wealth Managers offers fee-based investment advisory services primarily to individual United Kingdom expatriates, specializing in pension transfer assistance and portfolio management. The firm uses a tactical allocation approach mainly through exchange-traded funds and mutual funds, operating on a non-discretionary basis with a focus on longer-term holdings.

Nelson Pang is the principal of Variety RIA LLC, a registered investment adviser based in Brooklyn, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Outside of his advisory role, he practices as a pharmacist and operates a tax preparation business, in addition to being a licensed real estate broker. Variety RIA LLC provides wealth management, financial planning, and discretionary investment management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an asset-allocation strategy based on Modern Portfolio Theory, combining passive and active funds with a long-term investment approach.

Mark Vogel is the sole advisor at Mark Vogel Wealth Management, LLC, located in North Caldwell, NJ. He holds a Series 65 designation and has 14 years of experience in financial advising. In addition to his work in wealth management since 2003, he has practiced law as a sole proprietor since 1991, dedicating a significant portion of his time to his legal practice. Mark Vogel Wealth Management provides discretionary portfolio management for individuals, trusts, and small-company pension accounts, managing approximately $96 million in assets. The firm employs a concentrated, growth-at-a-reasonable-price strategy focused on a small number of individual stocks and offers performance-based compensation options for qualified clients.

Michael Nisiotis is a financial advisor at Nisiotis, Michael with five years of industry experience. He holds a Series 65 designation and has served as Managing Director and President of Michael Anthony & Associates, a management consulting business focused on new product and process management, since 2002. Nisiotis, Michael is an independent firm providing personal financial planning, retirement planning, and financial education to individuals, families, small businesses, and organizations nationwide. The firm emphasizes comprehensive planning and diversified asset allocation without managing client assets directly, offering advisory services supported by fundamental and technical analysis.

Benjamin Chideckel is a financial advisor at Framework Wealth with a Series 65 credential and experience in investment management beginning in 2025. His prior work includes roles at Blackstone, 3G Capital, and Stanford Graduate School of Business. He is also co-founder of Gather Capital GP LLC, a private markets fund of fund. Framework Wealth manages pooled vehicles and institutional assets, offering financial planning and advisory services to organizations and eligible investors. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and both active and passive investment vehicles, including private market funds, and emphasizes the selection and monitoring of Outside Managers.

John Hannigan is the principal of Hannigan Financial, LLC, an independent advisory firm based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has worked at Barclays Capital Inc. since 2007. Outside of financial advising, Hannigan is also active as a professional actor and singer. Hannigan Financial, LLC offers hourly financial planning and investment advisory services to individuals and families on a non-discretionary basis. The firm does not manage client assets or execute trades, emphasizing a fee structure based solely on hourly charges rather than assets under management.

Manikanthan Velayutham is a financial advisor at Sakthi Capital LLC with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Sakthi Capital, he worked at Korn Ferry ICS, Open Systems, SEQ Technology, and INTL FCStone. Sakthi Capital provides portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, corporations, trusts, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory and offers both discretionary account management and financial education workshops.

Dylan Cohan is a CFA® charterholder and the sole advisor at CatsGame Capital LLC, with four years of industry experience. Prior to founding CatsGame Capital in 2020, he worked at Portland House Group for 12 years. He also works as an analyst for a family office during trading hours. CatsGame Capital LLC provides discretionary investment management to a small group of qualified clients, focusing on concentrated equity portfolios and employing a performance-based fee structure. The firm emphasizes fundamental research and uses targeted short positions and derivatives to manage risk.

Richard Colacino is a CFP® with 31 years of industry experience, currently serving at OSAIC and Rc Financial, Inc. He has been involved with OSAIC since 2003 and founded Colacino Tax Partners in 2002, where he prepares tax returns. His background includes leadership as president and investment adviser representative at Rc Financial, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization.

Jay Rosenberg is the sole advisor at Arrival Capital Management LLC in New York, NY. He holds a Series 65 designation and has 23 years of experience with the firm, which he has been associated with since 2003. Prior to founding Arrival Capital Management, his background includes legal, corporate finance, and public-sector roles, along with formal training in valuation and behavioral finance. Arrival Capital Management provides fee-only investment management and wealth services to individuals, high net worth clients, corporations, and trusts. The firm employs a value investing approach combined with behavioral and contrarian analysis, focusing on long-term, diversified portfolios tailored to client objectives.