Andrew Donoghue is a CFP® professional with four years of experience in financial advising. He is the sole advisor at Upkeep Financial and also owns Upside Tax LLC, a public accounting firm. Donoghue has prior experience at Anchin Block & Anchin LLP. He may refer clients between his financial advisory and accounting businesses without receiving compensation for referrals. Upkeep Financial provides investment management and financial planning services to individuals, businesses, and institutional clients. The firm emphasizes passive portfolio construction using index funds and ETFs, supplemented by fundamental analysis and discretionary sub-advisors, and operates a wrap-fee program with documented due diligence and monitoring processes.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Stifel Nicolaus & Co Inc and B. Riley Wealth Management. Outside of his advisory role, he is involved with Legacy Trust and Capital Partners, providing referral services. Genesis Financial Group offers discretionary portfolio management and investment analysis to individuals, including high-net-worth clients, as well as small businesses. The firm employs a combination of quantitative, fundamental, technical, economic, and charting analysis, utilizing both long- and short-term strategies alongside strategic asset allocation.

William Smith is a financial advisor at Blaine Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gray Wolf Capital Management, LLC for the past 10 years. Blaine Capital, LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm uses an event-driven approach with a long-term orientation, offering customized portfolios that may include equities, fixed income, ETFs, and occasionally options, managing approximately $16.8 million across a small number of client relationships.

Jennifer W. Kang, CFP® brings more than 20 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer’s passion for the financial services industry was born in 2006 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and HSBC and over the span of nearly two decades, she worked her way up to the Financial Planner she is today. JWK is a flat fee-only platform that offers comprehensive financial planning for first generation wealth building professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

Thomas Bender is a CFA® charterholder and financial advisor at Bender Capital Management, LLC with four years of industry experience. His prior work includes roles at Citi and Brandes Investment Partners, as well as academic positions at Johns Hopkins University, University of Virginia, and New York University. Bender Capital Management, founded in 2024, provides discretionary portfolio management primarily to pooled vehicles, institutional accounts, and separately managed accounts. The firm employs a quantamental investment approach that combines fundamental research with proprietary algorithmic trading models, focusing on long equity positions in biotech equities aligned with client objectives and risk tolerances.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Haiqiang Zou is the sole advisor at Zou Capital Management LLC in Flushing, NY, holding a Series 65 credential with four years of industry experience. Before founding his independent firm in 2022, he worked at Amazon from 2017 to 2021. Outside of advisory work, he owns and manages several property management businesses. Zou Capital Management provides discretionary portfolio management to individuals, corporations, and other entities, offering model portfolios tailored to different risk tolerances and advice related to IRA rollovers. The firm uses a combination of charting, fundamental, technical, cyclical, and economic analysis to guide investment decisions across long- and short-term strategies.

Alexander Zinger is a financial advisor with Infiniti Capital Management, LLC in New York, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., and American Portfolios Financial Services. Outside of financial advising, he is involved in several business ventures, including ownership of a day care center and contracting and mortgage services companies. Infiniti Capital Management is an independent, owner-operated registered investment adviser that serves pooled and institutional clients through discretionary and non-discretionary portfolio management. The firm provides financial planning and consulting, manages third-party adviser recommendations, and offers customized portfolios using proprietary models or external managers, with regular reviews and client meetings.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

Thinley Wangchuk is the sole advisor at Wangchuk Capital, LLC, holding a Series 65 designation with three years of industry experience. He has managed Wangchuk Capital since its founding in 2014. Wangchuk Capital provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment process that includes long-term and short-term trading strategies across various asset classes, including mutual funds, equities, fixed income, real estate funds, ETFs, and non-U.S. securities.

Maximilian Cavallo is a financial advisor at Northbridge Wealth Management LLC with 11 years of industry experience. His prior roles include positions at Needham & Company, LLC, Morgan Stanley, and J.P. Morgan Securities LLC. Northbridge Wealth Management LLC provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, employing a long-term, asset-allocation approach with discretionary portfolio management.

David Eilenberg is the principal of KPoint Capital LLC and holds a Series 65 license. He has prior experience at Morgan Stanley and JP Morgan Chase, as well as involvement with Rjs Realty LLC. KPoint Capital LLC provides discretionary and non-discretionary investment management and advisory services primarily for institutional and pooled accounts, including retirement plan sponsors, while also offering financial planning and consulting to individuals, families, small businesses, and trusts. The firm combines quantitative models, fundamental research, technical indicators, and macroeconomic analysis to guide investment decisions and is notable for its pension consulting practice and flexible fee arrangements.

James Christopher is the sole advisor at Apeiron Wealth Service with 15 years of industry experience. He holds the Series 63, 65, and 66 credentials and previously worked at firms including LPL Financial, Santander Securities, and Millennial Advisers. Outside of advising, he serves on the board of Credit Connect Technologies and consults for Apeiron Solutions Inc. Apeiron Wealth Service provides investment advisory and financial planning services to individuals and high-net-worth clients, employing fundamental and technical analysis with the use of sub-advisors and a recommended custodian program.

Iakov Pevzner is a Certified Financial Planner (CFP®) with five years of industry experience. He is the sole advisor at Gotham Block, LLC, where he has worked since 2006. Gotham Block provides investment management, financial planning, and quantitative finance consulting for a diverse client base, including pension plans, trusts, corporations, and individual investors. The firm combines macroeconomic and technical analysis with systematic quantitative methods to manage portfolio risk and implement tax-efficient strategies, also offering public educational seminars and corporate consulting in quantitative finance and data science.

Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm based in Rye, NY. He holds a Series 66 designation and has 20 years of industry experience, including 11 years at HSBC Securities (USA) Inc. and 10 years leading his own firm. Outside of his advisory role, he serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement in Brookline, MA. Munakata Associates provides investment advisory and portfolio management services primarily to high-net-worth individuals, charitable foundations, and trusts. The firm employs a combination of charting, fundamental and technical analysis, and cyclical analysis to tailor strategies based on client objectives, with accounts reviewed at least weekly.

David Soo Hoo is a financial advisor at Angel Wealth Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial. Outside of finance, he has experience at Redeemer Presbyterian Church Downtown and Reformed Theological Seminary. Angel Wealth Advisors LLC is a fee-only, state-registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a portfolio construction approach based on Modern Portfolio Theory, combining passive and active investment vehicles, and offers a range of financial planning services with flexible billing options.

Rocco Santomenno is the sole advisor at Rocco R. Santomenno, an independent firm based in Fair Lawn, NJ. He holds over 14 years of industry experience and has been practicing as a sole practitioner since 1975. In addition to his advisory work, he serves as president of Gold Ring Investments, Inc., a mortgage placement business. The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit-sharing plans. It emphasizes fundamental equity analysis and manages approximately eighty client accounts with just over $50 million in assets under management.

Claudio Calado is a financial advisor with Calado Capital in New York, NY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has held roles at Doeren Mayhew Capital Advisors and Decosimo Corporate Finance and serves as CEO of Gissing Holdings, an automotive parts manufacturer. Calado is also involved in film production as managing partner of Purgatory Films LLC. Calado Capital offers personalized financial planning, discretionary portfolio management, and retirement-plan advisory for individuals, trusts, estates, for-profit organizations, and qualified retirement plans. The firm manages client accounts on a discretionary basis using fundamental, technical, and cyclical analysis, with a focus on pension consulting and institutional retirement-plan management alongside participant education and plan-sponsor services.

Martin Fleisher is the sole advisor at Fleisher, Martin, holding a Series 65 designation with four years of industry experience. He has worked at Martin Fleisher, JD., PC. since 2022 and concurrently with Dearborn Capital Partners since 1992. In addition to his advisory work, he maintains a law practice. Fleisher, Martin provides discretionary portfolio management primarily to high-net-worth individuals, focusing on a concentrated client base. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative techniques to guide investment decisions across various asset classes, and employs both long- and short-term trading strategies including options.

Mark Blumberg is the sole advisor at Blumberg B+V Advisors, LLC in Rye, NY, holding Series 63 and Series 65 designations with 13 years of industry experience. He has led the firm since its founding in 2012. Blumberg B+V Advisors provides investment supervisory and portfolio management services primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements that address goals, tax considerations, and risk tolerance. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term trading, short sales, and options writing, managing approximately $20.2 million across a concentrated client base.