Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of Autonomous Technologies Group Inc., both based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has one year of experience in financial advisory services. Prior to founding Autonomous Wealth Management, he held positions in the hospitality and entertainment industries. Swart is also co-owner of a wine bar in Grand Rapids, Michigan. Autonomous Wealth Management provides discretionary investment management to an invitation-only retail client base using proprietary AI-driven portfolio construction and compliance systems. The firm operates through a digital platform and manages accounts custodied at Apex Clearing Corporation without charging advisory fees during its beta phase.

Youwei Jing is an advisor at Alterra with a Series 65 designation and no prior industry experience. Before joining Alterra, Jing worked at several companies including DevelopIntelligence, Bubble, and Correlation One. Alterra Group LLC is an independent investment adviser specializing in managing short box spread options strategies using exchange-traded, European-style S&P 500 index options. The firm serves individuals, other advisers, and small businesses, focusing exclusively on these strategies without providing comprehensive financial planning.

John Foote is a financial advisor at Modoo Strategy LLC in Great Neck, NY, holding a Series 65 credential with two years of industry experience. He concurrently serves as the managing member and anesthesiologist at LIC Anesthesia, PLLC. Modoo Strategy LLC primarily serves employer-sponsored retirement plans, pooled or institutional accounts, and business clients, offering investment management, retirement plan consulting, and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and provides both ongoing advisory relationships and project-based engagements.

Humberto Portillo is a financial advisor at Financial Freedom Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with his current firm since 2015. Financial Freedom Management LLC is a fee-only registered investment adviser serving individuals, trusts, estates, and pension plans with approximately $8.1 million in assets under management. The firm uses a rules-based quantitative approach to asset allocation, incorporating low-cost mutual funds and ETFs, tax-loss harvesting, and leverage strategies, with a focus on special-needs planning and community education through seminars and workshops.

Warren Stean is a Series 65-licensed financial advisor with seven years of industry experience. He is the founder and director of Atlantica Wealth, LLC, a firm providing financial consultancy services to UK expatriates, where he focuses on business development for investment advisory services in the United States. He has worked at Liberty Wealth Managers since 2022 and has prior experience at several firms, including WestFuller Advisors and Abbey Financial Solutions. Liberty Wealth Managers offers fee-based investment advisory services primarily to individual United Kingdom expatriates, specializing in pension transfer assistance and portfolio management. The firm uses a tactical allocation approach mainly through exchange-traded funds and mutual funds, operating on a non-discretionary basis with a focus on longer-term holdings.

Michael Nisiotis is a financial advisor with Nisiotis, Michael, holding a Series 65 designation and five years of industry experience. He has served as Managing Director and President of Michael Anthony & Associates since 2002, a management consulting firm focused on project and process management for new products and services. Surpass Yourself Advisors provides financial and retirement planning, education, and coaching to individuals, families, small businesses, and organizations through virtual one-on-one sessions, webinars, and workplace programs. The firm emphasizes asset allocation with diversified, primarily passive portfolios and operates on flat or hourly fees without managing client assets or accepting discretionary authority.

Rosanna Pezzo Brizio is a financial advisor at Tuliptree Advisors with Series 63 and 65 licenses and two years of industry experience. She previously worked at New York Life Investment Management and Intesa SanPaolo. In addition to advising, she is an adjunct professor at Columbia University. Tuliptree Advisors is an independent, fee-only firm serving individual and institutional clients with investment management, financial planning, retirement plan consulting, and other advisory services. The firm employs a multi-method investment approach and is notable for managing ERISA retirement plans and offering educational seminars.

Benjamin Chideckel is a financial advisor at Framework Wealth with a Series 65 credential and experience in investment management beginning in 2025. His prior work includes roles at Blackstone, 3G Capital, and Stanford Graduate School of Business. He is also co-founder of Gather Capital GP LLC, a private markets fund of fund. Framework Wealth manages pooled vehicles and institutional assets, offering financial planning and advisory services to organizations and eligible investors. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and both active and passive investment vehicles, including private market funds, and emphasizes the selection and monitoring of Outside Managers.

Manikanthan Velayutham is a financial advisor at Sakthi Capital LLC with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Sakthi Capital, he worked at Korn Ferry ICS, Open Systems, SEQ Technology, and INTL FCStone. Sakthi Capital provides portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, corporations, trusts, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory and offers both discretionary account management and financial education workshops.

Shawn O’Brien is a financial advisor at Cois Dara Investing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cois Dara Investing, he worked at Diageo and Loudpack. Cois Dara Investing provides ongoing portfolio management to individual and high-net-worth clients, emphasizing a long-term trading strategy supported by charting, fundamental, quantitative, and technical analysis. The firm prepares Investment Policy Statements for clients and seeks discretionary authority to implement portfolio decisions, primarily recommending equities along with mutual funds, ETFs, commodities, non-U.S. securities, and venture capital funds to diversify portfolios.

Jay Rosenberg is the sole advisor at Arrival Capital Management LLC in New York, NY. He holds a Series 65 designation and has 23 years of experience with the firm, which he has been associated with since 2003. Prior to founding Arrival Capital Management, his background includes legal, corporate finance, and public-sector roles, along with formal training in valuation and behavioral finance. Arrival Capital Management provides fee-only investment management and wealth services to individuals, high net worth clients, corporations, and trusts. The firm employs a value investing approach combined with behavioral and contrarian analysis, focusing on long-term, diversified portfolios tailored to client objectives.

Mark Mcnally is the sole advisor at Megstar Financial Management Inc. in Montvale, NJ, with 31 years of industry experience. He has worked at Megstar since 1992 and concurrently serves as a television production technician at WNYW-TV since 1977. Megstar Financial Management provides discretionary portfolio management and general financial advice to a select individual client base. The firm utilizes Modern Portfolio Theory to build diversified, low-turnover portfolios and emphasizes transparent reporting and conflict reduction through specific trading practices.

Priyanka Ranjan is a financial advisor at Pioneer Advisory LLC holding a Series 65 designation with experience at Goldman Sachs & Co. LLC, Venerable, J.P. Morgan Chase & Co., and Fidelity Investments. Prior to entering the industry, Ranjan completed five years of full-time education. Pioneer Advisory operates PiTrade, an SEC-registered internet investment adviser delivering automated, algorithm-driven portfolio management and copytrading through a mobile application. The firm uses a subscription-based model and provides continuous automated advisory services with real-time monitoring and adjustments to align with client risk tolerance and objectives.

Kyrill Asatur is a financial advisor at Centerfin Capital in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centerfin since 2020, Gallatin Capital LLC since 2017, and Jerica Capital Management from 2016 to 2017. In addition to his advisory role, Mr. Asatur engages in private placement activities under the name Sophron Advisors as a registered representative with a broker-dealer. Centerfin Capital provides discretionary, model-based portfolio management primarily for individual investors, families, trusts, retirement accounts, and other registered investment advisers through an online platform. The firm manages portfolios using strategic asset allocation combined with tactical positioning and active rebalancing across multiple asset classes, implemented mainly with ETFs and mutual funds.

Woongkee Min is a financial advisor at Stewards Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked at Porro & Co for five years before joining Stewards Asset Management in 2020. Stewards Asset Management provides tailored investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, foundations, and corporate clients. The firm combines bottom-up fundamental analysis with top-down macro views, supplemented by technical analysis and ESG considerations, to construct global portfolios across various time horizons.

Alexander Selem is the principal at Archedia Capital LLC, an independent advisory firm, and holds a Series 65 credential with six years of industry experience. He also works as Director of Data and Research at The Travelers Companies, where he conducts predictive modeling and data science related to workers compensation claims. Archedia Capital LLC provides discretionary investment management and portfolio advisory services to a small client base that includes individuals, high-net-worth clients, trusts, retirement plans, and certain business entities. The firm combines passive ETF-based allocations with active, systematic strategies driven by quantitative models and statistical arbitrage, employing risk controls such as position limits and diversification.

Steven Copeland is a CFP® professional with four years of industry experience. He is the sole advisor at Shfp, LLC and has been associated with Safe Harbor Financial Planning since 2003. Shfp, LLC is an independent firm providing fee-only investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $88.9 million across about 25 clients, primarily using a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis with a focus on individual equities, fixed income, mutual funds, and ETFs.

Nikolaos Paloumbis is a financial advisor at Retired Capital LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital, L.P. He is also the fund manager of VC Fund Ventures LLC, focusing on pre-IPO and private equity investing. Retired Capital LLC is a single-advisor independent investment adviser serving high-net-worth individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management across public and private instruments, combining fundamental, quantitative, technical, and charting analysis with strategies ranging from long-term investing to short-term trading and private fund advisory services.

Rachael Lam is a CFP® and principal at Auriex Wealth Advisors LLC in New York, NY. She has 17 years of industry experience, including a long tenure at Bank of America, and currently operates a tax and bookkeeping business alongside her advisory role. She is also licensed as a real estate agent affiliated with a broker. Auriex Wealth Advisors LLC is an independent, fee-only firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm offers discretionary portfolio management and financial planning using a combination of passive and active strategies, and it provides ERISA retirement-plan management services as a 3(38) investment manager.

Narumi Yoshida is the Founder & CEO of Yoshida Wealth Management, Inc. He is a CPA and specializes in Financial & Tax Advisory for Japanese Business Owners and Investors in the US. Mr. Yoshida was born and raised in Shizuoka, Japan. At age 19, he moved to New York in pursuit of his educational and professional goals. He is a first-generation immigrant himself, so he understands what challenges and difficulties people face by moving from one country to another. Mr. Yoshida’s unique professional and educational backgrounds give him the ability to work with clients closely and develop the most effective tax and financial strategies for them. Mr. Yoshida worked as a Financial Advisor for a prominent financial advisory firm in New York City. After gaining valuable experience at the firm, he eventually decided to go out on his own to launch Yoshida Wealth Management, Inc., Independent RIA, to work with clients he felt needed the most help and could add the most value to their situations. Good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, he believes (1) Fee-Only, (2) Fiduciary and (3) Independent are the three most important criteria to consider when choosing a Financial Planner. In addition to Yoshida Wealth Management, Inc., he owns and runs a successful CPA firm based in New York where he and his team provide tax return preparation and business accounting services. Mr. Yoshida focuses on helping Japanese Business Owners and Investors in the US. He utilizes the newest AI/technologies to operate at the highest efficiency level, so he can focuses on what he enjoys the most – working with clients! Outside of work, he enjoys traveling around the world with his wife, Nicole, staying active, reading books and eating Japanese food! (Fun Fact: Narumi used to be a dancer)!