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.

Carlos Peraza is a financial advisor at Mon Capital Management LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. He is also a partner at SP Family Office LLC since 2008 and a shareholder in SP Capital International S.A., a Panama-registered investment management firm that operates independently of his primary advisory roles. Mon Capital Management provides investment advisory services primarily to high‑net‑worth individuals, their corporate entities, and trusts, offering both discretionary and non‑discretionary portfolio management. The firm uses a multi-disciplinary research process and applies Modern Portfolio Theory with strategic and tactical allocations, employing a range of instruments and alternative investments to meet client objectives.

Martin Herzberg is a financial advisor at Alphatheta Capital LLC with 16 years of experience. He holds the Series 65 and Series 63 designations and operates as the sole advisor at the independent firm based in Lawrence, NY. Alphatheta Capital LLC provides discretionary portfolio management to a select group of individual and institutional clients, managing approximately $3.7 million in assets. The firm employs a combination of quantitative models, fundamental and technical analysis, and a range of trading instruments to focus on income-producing strategies and ongoing portfolio oversight.

Christopher Minko is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Minko Wealth. His prior roles include working with Cetera and operating an independent insurance agency. In addition to his advisory work, he assists with trust administration and Medicaid applications through a separate law office. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm offers discretionary portfolio management, retirement rollover advice, and access to sub-advisers and alternative investments, constructing portfolios based on client goals, time horizon, and risk tolerance.

Suneil Kalantry is a CFA® charterholder and financial advisor at Kalantry Advisors LLC with six years of experience at the firm and a total of twelve years in the industry through his affiliation with Kalantry LLP. He is also a CPA and partner at Kalantry LLP, where he occasionally provides accounting-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, delivering client-specific investment policy statements, portfolio monitoring, and access to third-party money managers and managed account solutions.

James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior business experience spanning over a decade with Newsearch Equipment & Salvage, a retail company selling used parts for diesel tractors and other equipment. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, including pension and 1031 exchange consulting, as well as a bundled Micro Family Office program that coordinates estate, tax, and wealth-transfer planning.

Avraham Ziv is a financial advisor at Dorado Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Western International Securities, Inc., and Northeast Asset Management LLC. Outside of advisory services, he is also registered as a non-variable insurance agent. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds and charitable organizations. The firm primarily manages assets on a non-discretionary basis and utilizes third-party investment managers through the Schwab platform.

Mark Blinderman is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He has been with Walnut Investment Services since 2001. 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 emphasizes fundamental securities analysis and asset allocation, providing both discretionary portfolio management and consultative guidance tailored to client goals.

Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, an independent registered investment adviser based in New York, NY. He holds the Series 66 designation and has 23 years of industry experience, with prior roles at UCAP Asset Management LLC, UCAP Securities LLC, and Insight Securities Inc. Legado Wealth Management LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including other financial professionals. The firm emphasizes a long-term, fundamental-analysis investment approach and manages approximately $51 million in discretionary assets across about 75 client relationships.

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation. He has one year of industry experience, including previous roles at Reiss and other positions prior to joining MacFarlane Investors. MacFarlane Investors provides investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm employs a fundamental research-driven, long-term buy-and-hold investment approach and integrates financial planning into its portfolio management process.

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.

Aimee Baehr is a CFP® certified financial advisor with 12 years of industry experience, currently practicing at Total Alignment Wealth Advisors, LLC. She has been with the firm since 2013. Outside of her advisory role, she owns a home-based business providing clerical and administrative non-investment related services. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by offering private family office services, comprehensive financial planning, and investment consulting. The firm coordinates with clients’ outside portfolio managers, emphasizing scenario-based planning and consolidated data access through a web-based platform.

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® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Chao Xu is a CFA® charterholder with 6 years of industry experience. He has been with IONE Capital Management LLC for 10 years in various roles and is currently based in Hoboken, NJ. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach, utilizing statistical alpha strategies, algorithmic asset allocation, and a combination of technical and fundamental analysis, while adhering to explicit risk management policies.

Frank Riggio is the managing member of Prosus Wealth Management in New York, NY, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp Advisory Services and Franklin Financial Planning. Mr. Riggio also holds a New York State Life and Health Insurance License and occasionally recommends insurance products as part of financial planning. Prosus Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $8.1 million in discretionary portfolios. The firm uses a written Investment Policy Statement and strategic asset allocation based on Modern Portfolio Theory, employing a core-and-satellite approach with quarterly reviews.

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.

Howard Lisch is a financial advisor with Lisch Investment Management LLC and holds a Series 63 designation. He has 30 years of industry experience and has worked at several firms, including Securities Service Network, Inc. and Leigh Baldwin & Co., LLC. In addition to his advisory work, he operates a certified public accounting firm and is a licensed attorney. Lisch Investment Management LLC is a fee-only adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth, managing diversified portfolios that include dividend-paying equities, REITs, master limited partnerships, and bond funds.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.