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 financial advisor with Manhattan Wealth Management Group in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has worked at Manhattan Wealth Management Group since 2010 and has held roles with MWMG Advisors, LLC and MPWM Advisory Solutions, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based approach with strategic asset allocation, blending internally managed positions, third-party managers, and custodian model portfolios to manage approximately $153.1 million in discretionary assets.

Clifford Michaels is a CFP®-designated financial advisor with 38 years of industry experience. He is the sole advisor at Institutional Investment Advisors Corp and has previously worked at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Michaels is also an author associated with Highland Group LLC. Institutional Investment Advisors Corp provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset allocation using a core-and-satellite framework with passive index funds and actively managed high-dividend equities, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

Cyrus Mossavar Rahmani is a financial advisor with UAS Asset Management, holding a Series 65 credential and five years of industry experience. His prior roles include working at Keen Venture Partners BV and a period of self-employment. Outside of his advisory work, he manages Parrotia I, LLC, which holds early-stage private company shares as a passive investment. UAS Asset Management provides investment management services to individuals, related entities, and institutional clients including municipalities and public pension plans. The firm employs a fundamental, bottom-up approach with concentrated equity portfolios for separately managed accounts and a more speculative strategy for its private pooled vehicle.

Jerald Wank is a financial advisor at Wank & Liptzin Advisory Services LLC with 28 years at the firm and 4 years of industry experience. He is also a partner in Wank & Liptzin LLP, a CPA firm providing tax and accounting services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals and families, as well as trusts, estates, and businesses. The firm emphasizes comprehensive financial planning and a buy-and-hold investment approach, with a distinctive affiliation to a CPA firm and a billing structure based on hourly fees rather than asset percentages.

Chaim Deutsch is a CFP® professional with five years at Oak Private Wealth LLC and a total of three years in the financial advisory industry. He previously worked at SimkowitzCo LLC and owns Deutsch Tax Advisory, which he operates alongside his advisory activities. He is licensed to sell and advise on life and health insurance in New York and New Jersey. Oak Private Wealth LLC provides wealth management and financial planning services to individual and institutional clients, including pension plans and charitable organizations. The firm combines tax-aware financial planning with portfolio management using both passive and active strategies and coordinates its services with a separate tax advisory practice owned by the principal.

John Romano is a financial advisor at AJF Capital Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research, Inc. and American Portfolios Financial Services, Inc. before joining AJF Capital Management. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework based on Modern Portfolio Theory supplemented by equities, ETFs, and closed-end funds, and offers programs including a Sustainable Asset Management strategy and an actively managed AJF Alpha Portfolio.

Clare Stenstrom is a Series 65-licensed financial advisor with five years of industry experience. She is currently with Verdence Capital Advisors LLC and was previously with Luesink Stenstrom Financial LLC for 12 years. Outside of advising, she is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, providing comprehensive financial life planning, transition planning, and wealth management. The firm employs an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies tailored to clients’ specific needs.

Evan Levine is a financial advisor at Complete Advisors with 4 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he operated under CompleteAdvisors from 2009 to 2020. Outside of advising, he also works as a group insurance broker. Complete Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and qualified retirement-plan consulting. The firm employs a strategic, long-term investment approach and offers a mix of fiduciary services and business consulting.

Cheskal Deutsch is a financial advisor at CSD Financial LLC with nine years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. Deutsch is also the sole member and CEO of Attentive Care Service Coordination LLC, a Medicaid service coordination business. CSD Financial LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by providing comprehensive financial planning, goal-based planning, and investment management. The firm offers customized financial roadmaps, portfolio management, and retirement plan consulting, utilizing both in-house and third-party model portfolios.

Barry Kiront is a financial advisor at Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Craft Wealth Management since 2015 and is also involved with related entities including Craft Asset Holdings LLC and Advanced Capital Management LLC. Outside of advisory roles, Kiront serves as Vice President and backup administrator for Jobast Holding Inc., a non-investment related entity. Craft Wealth Management provides discretionary and non-discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options trading, short selling, and margin, and manages approximately $9.18 million in assets across about 58 client relationships.

Eduardo Schwartz is a financial advisor at LifeCapital Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for eight years. Outside of his advisory role, he is a licensed insurance agent and dedicates part of his time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with the flexibility to include individual securities, alternatives, and digital assets.

Mario Veneroso is the principal advisor at Veneroso Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Kingsview Partners. Veneroso is also a licensed attorney who does not practice law and participates occasionally as a financial consultant in media interviews. Veneroso Wealth Management serves individuals, high-net-worth clients, businesses, and charitable organizations with asset management and financial planning services. The firm employs a diversified investment approach incorporating fundamental, technical, and portfolio theory analyses, offering both discretionary trading and flexible planning fee structures.

Adam Spilka is a financial advisor at Huygens Capital LLC in New York, NY, holding a Series 65 credential with five years of industry experience. He has worked at Huygens Capital since 2012. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser that places clients into systematic tactical and passive index ETF/ETN portfolios. The firm serves individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments through separately managed accounts custodied via Interactive Brokers.

Barbara Ann Dicostanzo is a CFP® professional with 34 years of industry experience. She is a member of Penbrook Management LLC, where she has worked since 2004, and also serves at Beech Hill Securities, Inc. since 2013. In addition to her advisory roles, she is a member of ANKAP LLC, a general partner of an investment partnership. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, focusing on portfolios concentrated in individual equities for capital appreciation, supplemented by bonds and other instruments, with investment strategies tailored to client objectives.

Keith Beverly is a financial advisor at Re Envision Wealth in New York, NY, with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Grid 202 Partners and Momentum Advisors, LLC. Beverly is a managing member of Democratizing Capital LLC and Re-Envision Capital LLC. Re Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families, and institutional clients, focusing on affluent and high-net-worth households. The firm emphasizes asset allocation based on fundamental and cyclical analysis, manages portfolios on a discretionary basis, and offers a separately managed account strategy aligned with client values.

William Medley is a CFA® charterholder with 10 years of industry experience. He has worked at Fithian LLC since 2022 and previously held roles at MBSC Securities Corporation and BNY Mellon. Medley is based in New York, NY, and holds the Series 66 designation. Fithian LLC provides discretionary investment advisory services to institutional and sophisticated investors, including high-net-worth individuals, family offices, endowments, and foundations. The firm employs a global, long-only, concentrated equity strategy based on bottom-up research and detailed due diligence, managing separately managed accounts on a discretionary basis with tailored client guidelines.