Vps Bhavani Pyla is a financial advisor at Ciro Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Ciro Capital, she held roles at the Depository Trust Clearing Corporation and Credit Suisse. Ciro Capital LLC serves individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios to client objectives.

Nathan Fisch is a financial advisor at Kensington Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kensington Capital Corp. since 1997. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning services to individuals, businesses, and charitable organizations. The firm uses both technical and fundamental analysis to tailor portfolios based on client financial information and risk profiles.

Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Malatai Capital since 2018 and previously spent six years at Spectronics. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities through individualized investment programs. The firm uses fundamental analysis combined with daily technical reviews and employs performance-based compensation for qualified clients.

Duncan Burke is a financial advisor at Atlantis Asset Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Westminster Securities since 2002. Atlantis Asset Management is a fee-based SEC-registered investment adviser that serves individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, with a notable focus on employing derivatives for risk management and limiting leverage unless requested by clients.

Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Zechariah Zahler is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has managed several real estate investment entities and owns a hardware store in Brooklyn, New York. His prior business activities include leadership roles in investment-related firms and operating a non-investment retail business. Creative Capital provides discretionary, fee-based portfolio management services primarily to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy using equities, options, and real estate partnership interests tailored to client objectives.

Ron Bezoza is a financial advisor at Lancaster with 21 years of industry experience. His background includes roles at Goldman Sachs, Morgan Stanley Distribution, and several capital and financial technology firms. He holds Series 66 and Series 65 designations. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic, quantitative investment approach incorporating artificial intelligence and algorithmic execution.

Yevgeniy Falkovich is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Vilga Financial Planning LLC, where he has worked since 2023. Prior to that, he was employed at BMO Capital Markets Corp. and KGS Alpha Capital Markets, L.P. Vilga Financial Planning LLC offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, with investment management provided alongside ongoing comprehensive planning.

David Weigel is a CFP® professional with 30 years of industry experience. He currently operates Weigelfam, an independent wealth management firm in New York, NY. Prior to founding Weigelfam, he worked at RBC Capital Markets, LLC from 2013 to 2020. Weigelfam provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a diversified investment approach incorporating fundamental and cyclical analysis, proprietary models, and a long-term orientation, while also offering institutional pension consulting and retirement-plan services.

Enrique Zambrano Valero is a CFA® charterholder and financial advisor at Vitral Advisors LLC with two years of industry experience. Prior to joining Vitral Advisors in 2022, he worked at BBVA Banco Provincial and served as a professor at Universidad Metropolitana. He continues to engage in academia by teaching at Universidad Metropolitana on a part-time basis. Vitral Advisors provides investment management, family office, and financial planning services to individuals, high-net-worth clients, family offices, trusts, and select institutional clients. The firm employs a combination of macroeconomic analysis, third-party research, and tailored asset allocation, and is notable for its use of borrowing and derivatives within separately managed accounts as well as its relationships with non-U.S. custodians and a significant non-U.S. client base.

Michael Mclane is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with Redwood Financial Planning, LLC and has previously worked at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory role, he owns a part-time tax preparation and business consulting practice. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and tactical overlay strategies, offering both discretionary and non-discretionary mandates while managing approximately $213 million across three advisors.

Jeffrey Schuss is a financial advisor at Reik & Co., LLC with four years of industry experience. He has been with Reik & Co. since 2013, working as part of a four-advisor team based in New York, NY. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for around 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings through its Select Investor and Large Cap strategies.

Desiree Fisher is a CFP® with four years of industry experience, currently serving as an advisor at Wealth More Enterprise, Inc. She has worked at several firms including Capital Area Planning Group and Freeman Capital Advisors, LLC. In addition to her advisory work, she owns Coell's Legacy, where she provides specialized consulting on estate and elder care planning to individuals and families. Wealth More Enterprise delivers investment advisory and financial planning services to individual clients through a mobile-first platform. The firm utilizes proprietary risk scoring and algorithmic management alongside discretionary portfolio management with four model portfolios, supported by human advisor consultations.

Wen Jie Lin Ham is a CFP® professional with four years of industry experience, currently serving at Brewster Financial Planning LLC. She has been with Brewster Financial Planning since 2008, working within a three-advisor team based in Brooklyn, NY. Brewster Financial Planning provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a fee-only, SEC-registered model, employing goal-based investment policies and primarily using passively managed index funds and ETFs for globally diversified portfolios.

Mariluz Nunez is a financial advisor at CWM Partners, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked for Manchester Capital Management LLC for 10 years before joining CWM Partners in 2022. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and conducts due diligence on sub-advisors, managing most client assets on a non-discretionary basis.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

Brandon Tacconelli is a CFP® with one year of industry experience, currently serving as a financial advisor at Thinking Big Financial. Prior to joining Thinking Big Financial, he worked at TVM Paraplanning and held roles at Sunrun Solar and WegoWise. Thinking Big Financial provides holistic financial planning and discretionary investment management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes asset allocation and passive investing with index funds and ETFs, tailoring portfolios through client-specific investment policy statements and ongoing monitoring.

Gary Du Boff is a CFP®-certified financial advisor at Sage Capital Management LLC with 16 years of industry experience. Prior to joining Sage in 2026, he worked at BDO USA LLP, Equitable Advisors, and MBAF. Sage Capital Management LLC is a registered investment adviser managing approximately $368.6 million for about 314 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting using a core-and-satellite strategic asset allocation that combines passive ETFs and active managers with a globally diversified approach.

John Long Jr. is a financial advisor with Strategic Wealth Solutions LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Chelsea Financial Services. He is also involved with Jarred Bunch Consulting, LLC (DBA INVST, LLC), offering holistic fee-based financial planning services. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and standalone financial planning primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million for about 130 clients and constructs portfolios focused on ETFs, equities, and fixed income, using a combination of fundamental, modern-portfolio, quantitative, and technical analysis.