Leonardo Cardoso is a financial advisor at Brazen Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at IDB Capital Corp. and Israel Discount Bank of New York. Outside of his advisory role, he serves as an executive officer of QuantGate Systems, a fintech firm specializing in AI and machine learning solutions for the financial industry, and is a founding member of 100Ventures, a startup developing a financial education platform. Brazen Capital provides discretionary and non-discretionary investment management services to individuals, families, and institutional clients, including those outside the U.S. The firm employs risk-profile driven model portfolios based on modern portfolio theory and proprietary assessments, blending fixed income, equities, and alternatives, and offers subscription research and publications alongside its investment services.

Simon Wu is a financial advisor at Edgewater Management Partners LLC in Fort Lee, NJ, holding a Series 65 designation with five years of industry experience. He has been with Edgewater Management Partners since 2019. Edgewater Management Partners LLC provides discretionary investment management focused on equities and options for a small client base primarily consisting of high-net-worth individuals, trusts, estates, and other entities, including a notable portion of non-U.S. investors. The firm employs an equity long-short strategy using fundamental analysis and proprietary models, actively utilizing derivatives and borrowing within separately managed accounts.

Michael Maranslicht is the sole advisor at Lanmar Capital Management in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has been with Lanmar Capital Management since its founding in 2014. Lanmar Capital Management provides discretionary, fee-based investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining a growth-stock selection system based on the CANSLIM framework with proprietary criteria and system-based position sizing, and it employs performance-based compensation arrangements rather than traditional asset-based fees.

Michael Woloch is a CFP® and Series 65-licensed advisor with Financial Strategy Advisors, LLC, where he has worked since 2014. He has 12 years of experience and operates a solo independent advisory practice in Bayside, NY. Outside of financial advising, he devotes significant professional time to an unrelated dental practice. Financial Strategy Advisors, LLC is a fee-only registered investment adviser that provides personalized financial planning to individual clients, including high-net-worth individuals. The firm offers services through flat-fee retainers and focuses on recommendations involving mutual funds and ETFs, without managing client assets or executing trades.

Zafer Atlas is a CFA® charterholder and Series 63 licensee based in New York, NY, with three years of industry experience. He is the sole advisor at Sanity Capital Management LLC, where he has worked since 2021. Prior to this, he was involved with Tothelift.com LLC and Bloom Tree Partners LLC and currently serves as a senior advisor on the advisory board of House Studios, LLC, a social impact-driven entertainment and e-commerce company. Sanity Capital Management LLC provides discretionary portfolio management to individuals, high net worth clients, and family offices, focusing on long/short equity strategies that utilize regulatory disclosures, quantitative and qualitative research, and macroeconomic analysis. The firm employs margin lending and short selling within separately managed accounts and offers limited ancillary financial planning tied to portfolio management.

Harvey Kraus is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He holds a Series 65 designation and has been a principal and managing partner at Walnut since 2001. In addition to his advisory work, he has maintained an accounting and tax preparation practice since 1980. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm’s approach emphasizes fundamental securities analysis and asset allocation, with a focus on long-term holdings supported by regular account monitoring and use of third-party research.

Carlos Peraza is a financial advisor at Mon Capital Management LLC with Series 63 and Series 65 licenses and three years of industry experience. He has been a partner at SP Family Office LLC since 2008. Outside of his advisory role, he is a shareholder in SP Capital International S.A., a Panamanian investment management firm operating independently from his primary employer. Mon Capital Management LLC, operating as SP Capital Management, provides fee-based investment advice, consulting, and wealth and corporate advisory services to institutional and individual clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory framework and serves a diverse client base including pooled investment companies, foundations, governmental agencies, and high-net-worth individuals.

Martin Herzberg is the sole advisor at Alphatheta Capital LLC, an independent investment advisory firm based in Lawrence, NY. He holds Series 63 and Series 65 licenses and has been managing portfolios at Alphatheta Capital since 2010. Alphatheta Capital LLC provides discretionary portfolio management to a small number of clients, including individual investors and institutional accounts such as funds of funds, family offices, pension plans, and foundations. The firm’s investment approach emphasizes income generation through a combination of quantitative models and fundamental analysis, employing strategies such as covered call writing, option spreads, and the use of ETFs and REITs.

Christopher Minko is a CFP® with 10 years of experience in financial advising, currently working at Minko Wealth. He has worked with Cetera Investment Advisers LLC and Cetera Financial Specialists LLC since 2016 and has also been involved with Wealth Coach LLC and Minko Law Office since 2014. Outside of financial advising, he assists with trust administration and Medicaid applications through his law office. Minko Wealth provides investment supervisory services and financial planning to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to tailor portfolios according to client goals and risk tolerance. The firm conducts due diligence on third-party advisers, offers both discretionary and non-discretionary management, and provides periodic educational seminars and workshops.

Anthony Apostolico is the sole advisor at DGM Asset Management, L.L.C. in South Orange, NJ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with DGM Asset Management since 2000. DGM Asset Management provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis supplemented by technical and cyclical methods, offering strategies from long-term holdings to short-term trading, while generally avoiding market timing and tailoring portfolios to client restrictions.

Suneil Kalantry is a CFA® charterholder and partner at Kalantry Advisors LLC with six years of experience in financial advising. He is also a CPA and partner at Kalantry LLP, where he provides accounting services and occasionally offers related advice or products to clients. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a range of analytical methods and coordinating with external managed-account platforms to implement client-specific investment strategies.

Kimberly Ruscigno is a Series 65-credentialed financial advisor with eight years of industry experience. She has been with Financial Decisions, LLC since 2018 and previously worked at Financial Decisions from 2015 to 2018. Financial Decisions, LLC provides discretionary and non-discretionary investment advisory services along with financial planning and consulting to individuals, high-net-worth clients, retirement plans, corporations, business entities, and charitable organizations. The firm emphasizes documented client objectives and ongoing portfolio management, operating across five offices with a small team managing approximately $321 million in assets.

James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with a Series 65 credential and one year of industry experience. He has been involved in the retail business of selling used equipment parts through Newsearch Equipment & Salvage since 2011. Lionshead Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm uses mutual funds, ETFs, and third-party money managers, tailoring portfolios to clients’ objectives and employing tax-aware strategies alongside both discretionary and non-discretionary management options.

Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation with approximately one year of experience in the industry. Prior to joining MacFarlane Investors, he worked at Reiss and held various roles in retail and marine sectors while completing his education. MacFarlane Investors serves individuals, families, trusts, and organizations of varying sizes, offering portfolio construction, discretionary portfolio management, and alternative investment options including real estate and digital assets. The firm’s investment approach emphasizes fundamental research and long-term buy-and-hold strategies, with options for concentrated portfolios or a proprietary ETF allocation, and provides institutional-level services uncommon among solo independent advisors.

Hakan Ergulec is a CFA® charterholder and has been with Tekmen Wells LLC since 2013, accumulating 4 years of industry experience. He serves as Principal and Managing Partner of two investment-related holding companies focused on private company investments. Tekmen Wells provides asset management and financial consulting services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm employs a discretionary portfolio management approach using diversified asset allocations and third-party managers through the Envestnet platform, with a notable use of a wrap-fee program as its primary investment vehicle.

Ivan Feinseth is a financial advisor at Tigress Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Tigress Financial Partners since 2011. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory, employing strategies such as long- and short-term trading, options, short sales, and margin.

Daniel Weiss is a CFP® professional with five years of industry experience. He is currently a financial planner at Avrio Wealth PTE LTD and Avrio Wealth LLC, and has prior experience at PrairieView Partners and Chen Planning. Avrio Wealth is an SEC-registered advisory firm serving high-net-worth individuals, corporations, and institutions, including cross-border clients. The firm employs a globally diversified, total-return investment approach with an emphasis on asset allocation using low-cost ETFs, equities, bonds, and alternatives.

Chao Xu is a CFA® charterholder and financial advisor with six years of industry experience. He has worked at IONE Capital Management LLC since 2014 and previously at JSB Partners from 2014 to 2016. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm emphasizes quantitative, systematic strategies and risk control in portfolio construction, managing a limited number of client relationships and advising a private pooled fund.

Robert Ruggirello is a CFA® charterholder with 10 years at Brave Eagle Wealth Management and 20 years of prior service with the FDNY. He has four years of industry experience as a financial advisor. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing wealth management, financial planning, portfolio management, and business and tax consulting. The firm combines active management with modern portfolio theory and a core-and-satellite approach, incorporating human capital analysis and derivative strategies as part of its investment process.