Peter Kunze is a financial advisor at Guardant Wealth Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Overbrook Management Corp. and J.P. Morgan Securities LLC, as well as a 16-year tenure with JPMorgan Chase Bank, N.A. Guardant Wealth Advisors provides discretionary and non-discretionary investment and wealth management services, family office advisory, and retirement plan advisory. The firm uses customized asset-allocation strategies, independent managers, and a variety of analytical methods, while also offering access to private and alternative investments through third-party platforms and affiliated private sponsors.

Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

Austin Cagley is a financial advisor at IADVISE Partners with a Series 65 credential and one year of industry experience. Prior to joining IADVISE Partners in 2026, he worked in the fitness industry, including roles at Barry's Bootcamp LLC and ONE PELOTON LLC. He is involved with Barry's Bootcamp LLC and Cadence Innovation Labs LLC in fitness-related capacities. IADVISE Partners provides investment advisory and asset allocation services to individuals, corporations, trusts, and charitable organizations, typically serving high-net-worth clients. The firm offers customized portfolio management and family office services with an investment approach that includes equities, fixed income, options, alternative investments, and the use of hedging and leveraging techniques where appropriate.

Paul Reback is a CFP® professional with 15 years of industry experience. He is the principal of Capital Estate Advisors, Inc., where he has worked since 1993. In addition to his advisory work, he holds insurance agent licenses in several states and is appointed with various carriers. Capital Estate Advisors, Inc. provides discretionary investment supervisory services primarily to individual clients, high-net-worth individuals, trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with a generally long-term holding horizon and occasional option writing, offering both portfolio management and standalone financial planning services.

Brian Hegarty is a financial advisor at Hegarty Advisors, LLC with 29 years of industry experience. He has held positions at Credit Suisse Securities, Btig LLC, and Berenberg Capital Markets prior to joining his current firm. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes passive, asset-class-based portfolios using index mutual funds and ETFs, focusing on low turnover and tax-efficient strategies tailored to each client’s investment policy.

Steven Abernathy is the owner of Abernathy Group II LLC and holds a Series 63 designation with 41 years of industry experience. He previously worked at Dinosaur Financial Group, LLC from 2017 to 2023 and has been involved with Abernathy Group II since 2009. Outside of advisory services, he owns a separate entity that acquires distressed real estate. Abernathy Group II LLC provides family office services and separately managed accounts to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a core-and-satellite investment approach using factor-based index ETFs combined with active management, and also offers pension consulting and services for employer-sponsored 401(k) plans.

Allon Harris is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Leumi Investment Services Inc. for eight years before joining Valley Financial Management and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach is based on client profiles and offers six target portfolios that are automatically managed and periodically rebalanced.

David Papson is a financial advisor at CDT Capital Wealth Advisory LLC with a Series 65 designation. He has held positions at Macquarie Group Limited and Fiserv, Inc., and has been involved with CDT Capital Management LLC since 2017. CDT Capital Wealth Advisory provides comprehensive investment management and financial planning services to individuals, families, and corporate entities, focusing on tailored portfolio management rather than standardized model portfolios. The firm manages assets primarily on a non-discretionary basis, using a mix of asset allocation, quantitative, and fundamental analysis with an emphasis on a long-term, tax-sensitive approach.

Bob Jahelka is a financial advisor at DSJ Wealth Management LLC with four years of industry experience. He holds the PFS™ and Series 63 designations and has been a partner at Demasco, Sena & Jahelka, LLP, an accounting firm, since 1993. DSJ Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm typically allocates client assets to independent third-party investment managers while tailoring direct advice to client risk tolerance, time horizon, and liquidity needs.

Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a principal at Kahn Brothers Advisors LLC in New York, where he has worked since 2007. Kahn serves as a manager and analyst at several affiliated investment firms. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm uses a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, emphasizing downside protection and long-term investment horizons.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 19 years of industry experience. Prior to founding The Quick Group in 2025, Leslie spent ten years at Stifel, Nicolaus & Company, Incorporated. Leslie also serves as a registered representative for Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trusts or foundations. The firm emphasizes separate-account portfolio management with a combination of top-down and bottom-up investment processes, tax-aware strategies, and cost-conscious portfolio construction across a range of asset classes.

Jona Saraci is a financial advisor at Kineo Capital LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Aksia, and PwC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored strategies that integrate fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools. The firm manages multiple strategies including equity, derivatives, and risk management programs, and serves both separate accounts and pooled investment vehicles.

Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked with multiple firms including Cetera Financial Specialists LLC and Prime Number Capital, LLC. Luo also serves as an adjunct assistant professor teaching accounting courses at Baruch College since 2015 and provides tax planning services through a separate tax advisory business. HHL Wealth Advisors Inc. offers investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small businesses. The firm employs asset-allocation strategies based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.

Mark Dorfman is a financial advisor at Nosuris, Inc. with 40 years of industry experience. He holds the ChFC® designation and has worked at several firms including Oberlander Dorfman Inc. since 1988 and APW Capital, Inc. since 2009. Outside of advisory services, he serves as a continuing education instructor and exam proctor for insurance professionals and is involved in insurance wholesale brokerage. Nosuris, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension plans, managing approximately $95 million in assets. The firm offers personalized portfolio management and financial planning, incorporating strategies that include customized portfolios, third-party managers, SRI/ESG considerations, and cryptocurrency exposure.

Ethan Davidov is a financial advisor at Davidov Wealth Group, LLC with one year of industry experience and a Series 65 credential. He has prior experience operating Davidov Financial Coaching, LLC and Davidov Law / Davidov Financial, with a combined six years in related roles. Ethan also has a background in education and law spanning ten years. Davidov Wealth Group, LLC manages approximately $174 million in discretionary assets and serves individual, high-net-worth, and pension clients. The firm offers ongoing discretionary portfolio management and hourly financial planning, using fundamental analysis and a mix of mutual funds, equities, bonds, ETFs, and government securities to implement client portfolios.

Tanya Frias is a Certified Financial Planner® with 24 years of industry experience, currently with Wealth More Enterprise, Inc. She has held roles at firms including J.P. Morgan Securities, Wells Fargo Advisors, and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she is involved with Andwise, providing financial education, and advises on business and compliance strategy for Quantitative Finance. Wealth More Enterprise offers investment advisory and financial planning services through a mobile-first platform, combining algorithmic account management with discretionary human oversight. The firm serves individual clients using proprietary risk scoring and multiple model portfolios, facilitating client engagement via digital communication alongside expert consultations.

Amanda Spiteri is a financial advisor at Valley Financial Management, Inc. in New York, NY, with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Valley National Bank. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through an online, web- and mobile-based system. The firm uses automated model ETF portfolios tailored to client profiles and requires clients to maintain accounts with Valley National Bank.

Junyi Yuan is a financial advisor with Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has previously worked at Quantel AI, Inc., Rutgers Business School, and Shanghai University. Yuan has no prior industry experience outside his current advisory role. Quantel offers investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to manage portfolios aligned with client risk profiles, providing both discretionary and non-discretionary advisory services.

Andrew Kutz is a CFP® professional with over 30 years of experience at Kutz and Company Inc. He serves as president and CPA of Kutz & Kutz CPA's P.C., a non-investment related accounting firm based in Great Neck, NY. Kutz and Company Inc. provides tax and accounting services alongside personal financial planning and discretionary asset management to individuals, executives, trusts, and high net worth clients. The firm integrates its active tax and accounting practice with advisory services, developing client-specific written plans and managing portfolios primarily composed of no-load mutual funds and ETFs.

Mathew Goldberg is a Series 66-credentialed advisor with 25 years of experience, currently with Manhattan Wealth Management Group in New York, NY. His career includes roles at MWMG Advisors, Mpwm Advisory Solutions, Chase Investment Services Corp., and Wells Fargo Clearing. Manhattan Wealth Management Group is an SEC-registered investment adviser offering portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based investment approach, utilizing a combination of internally managed assets, third-party managers, and model portfolios.