Sean Mc Cormack is a financial advisor at Cornbelt Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornbelt Financial since 2021. Outside of his advisory role, he is involved with SHFuse, Inc., a company specializing in data analytics. Cornbelt Financial serves individual clients and small service-based business owners, offering discretionary portfolio management, financial planning, tax preparation, and business services. The firm combines top-down and bottom-up analysis with various investment methods and emphasizes tax efficiency, regular risk analysis, and portfolio alignment with client goals.

David Rappa is a financial advisor at Adalta Capital Management LLC with five years of industry experience. He serves as a board member of R.W. Pressprich & Co., a FINRA-registered broker-dealer based in New York. Rappa has worked at both Adalta Capital Management and R.W. Pressprich & Co. since 2016 and 2020, respectively. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach that includes due diligence on third-party managers and customized portfolio construction.

Mitchell Heller is a financial advisor at Hemisphere Partners LLC with 21 years at the firm and five years of industry experience. He is based in New York, NY. Hemisphere Partners primarily advises high net worth individuals and their estate-planning vehicles and personal holding companies, providing ongoing investment advice, discretionary and non-discretionary portfolio management, and consulting services. The firm emphasizes individually tailored, diversified portfolios and utilizes established SMA platforms and custodian due diligence, focusing investment monitoring and advice within its small team of two principals.

Roberto Schwartz is a financial advisor at LifeCapital Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for 18 years. Schwartz is also a licensed insurance agent, dedicating part of his professional time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, wealth management, and financial planning, using primarily low-cost, diversified mutual funds and ETFs alongside individual securities, alternatives, and digital assets.

Edwin Adams is a financial advisor at Brewster Financial Planning LLC in Brooklyn, NY, holding a Series 65 credential with two years of industry experience. He has been with Brewster Financial Planning for ten years. Brewster Financial Planning provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation through passively managed index funds and exchange-traded funds, managing approximately $240 million for about 118 clients.

Michael Raimondi is a financial advisor with Clarus Group LLC in New York, NY, holding a Series 65 designation and four years of industry experience. Prior to joining Clarus Group in 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Raimondi is active in the arts and nonprofit sectors, serving on the board of a charitable organization, managing finances for a theater conglomerate, coordinating reservations for the Dramatists Guild Foundation, and teaching Arts & Entertainment Management as an adjunct professor. Clarus Group LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across 182 clients, employing a combination of fundamental and technical analysis to construct primarily long-term portfolios with flexibility for tax management and market opportunities.

Timothy Mcfadden is a CFP® with 20 years of industry experience and currently serves as an advisor at Value Investment Professionals, LLC. Prior to joining his current firm in 2025, he spent 16 years at TJT Capital Group, LLC. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers unique features such as performance-based fees and borrowing within separately managed accounts.

Shaun La Fleur is a financial advisor at Avrio Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Eagle Review and roles at Cambridge Clean Energy and periods of unemployment. Avrio Wealth is an SEC-registered adviser serving individuals, including many high-net-worth clients, as well as corporations and institutions. The firm offers financial planning, investment advisory services, and portfolio management with a globally diversified, total-return approach that incorporates low-cost ETFs, individual equities, fixed income, real estate, private placements, and other alternatives.

Kimberly Gilgeours is a financial advisor at The World Changers Investments, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Benefit Mall. Kimberly has been involved with Butterfly Focus Public Speak, a public speaking initiative, from 2020 to 2023. The World Changers Investments, LLC offers investment management and sub-advisory services to individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm focuses on third-party money manager selection and portfolio management through co-advisory agreements, providing non-discretionary advisory services where clients retain authority over investment decisions.

Walter Vester is a financial advisor with Huygens Capital LLC in New York, NY, holding a Series 65 credential and 5 years of industry experience. He has been with Huygens Capital since 2012. Outside of his advisory role, Mr. Vester serves as Director of Operations Services Excellence at Boston Consulting Group, where he manages internal change programs. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser serving individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments. The firm employs systematic, low-frequency strategies using proprietary market-stress indicators across multiple asset classes and implements portfolios with broad index-based ETFs and ETNs.

Henry Beck is a financial advisor at UAS Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at the State of Maine, McKee Law, and Jabar LaLiberty Dubord LLC. UAS Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm emphasizes fundamental security analysis and concentrated equity positions for long-term value, while also managing a private pooled investment vehicle that employs a more speculative strategy.

Joseph Downey is a CFP® and ChFC® with 26 years of experience in financial advisory services. He is the president of Private Client Asset Management, Inc., where he has worked since 2008, and previously held positions at American Portfolios Financial Services, Inc. and Annuity Express Brokerage. In addition to his advisory role, he is involved in tax preparation and the sale of fixed insurance products. Private Client Asset Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a tactical asset allocation strategy that combines fundamental and quantitative analysis, generally favoring long-term, buy-and-hold positions while using rebalancing and tactical overlays based on client objectives.

Gavriel Kandkhorov is a financial advisor at Row Management Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Gladstone Wealth Group, and Wells Fargo Advisors Financial Network. Kandkhorov is also a licensed insurance agent with Royal Oak Insurance Agency. Row Management is an independent, single-advisor firm that provides portfolio management and personalized investment planning to individuals, high-net-worth households, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers both discretionary and non-discretionary services across a range of investment products.

Patrick Stadelhofer is a CFA® charterholder and investment professional with three years of industry experience. He has worked at Kahn Brothers Advisors LLC since 2023 and previously held roles at Atlantic Lion Investments and VGI Partners. Stadelhofer serves as a manager and analyst at multiple investment-related entities associated with Kahn Brothers Advisors. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, managing roughly $498.6 million across about 342 client relationships.

Nicholas Lin is a financial advisor at Arta Finance with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., among other firms. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and provides access to public market strategies, private funds, structured products, and listed-options strategies.

Stephen Leeb is a Series 65-licensed advisor with Leeb Capital Management, Inc. in New York, NY, bringing 19 years of industry experience. He has held roles at Leeb Index Trader, Emerging Advisory, Tci Enterprises, Leeb Brokerage Services, and Leeb Research Consultants. Outside his advisory work, he serves as editor of investment newsletters The Complete Investor and Real World Investor, writing on general stock investing topics for Capitol Information Group. Leeb Capital Management provides discretionary portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $112 million across about 60 accounts. The firm employs a top-down macroeconomic approach combined with bottom-up security selection across three core strategies, incorporating explicit sell disciplines and position-weight limits.

Abd Alrahman Al Asaad is a financial advisor at Basic Capital Advisors LLC with six years of industry experience. His background includes roles at StormSafe Asset Management, Harvard Business School, and Goldman Sachs & Co. LLC. He holds Series 63 and Series 65 licenses. Basic Capital Advisors LLC provides ERISA-focused advisory and investment management services to employer-sponsored retirement plans and their fiduciaries. The firm emphasizes long-term, low-fee passive management using institutional-class index funds and ETFs, focusing on diversification, cost minimization, and ongoing monitoring.

Anja Luesink is a CFP®-certified financial advisor with five years of industry experience. She has worked at Verdence Capital Advisors LLC since 2026 and was previously with Luesink Stenstrom Financial from 2014 to 2026. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, offering holistic financial life planning, financial transition planning, and wealth management. The firm uses an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies with diversified asset allocations and tax-aware considerations.

Dov Lederer is a financial advisor at Creative Capital with a Series 65 credential and one year of industry experience. He has previously worked at the Allia Group and has a background in education and religious studies, including roles at Kollel Derech Chaim, Yashivas Mir Jerusalem, Yeshivat Shaalvim, and Torah Academy of Bergen County. Creative Capital provides discretionary, fee-based portfolio management for individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios with various strategies, including equities, options, and real-estate partnership interests, and manages potential conflicts of interest through internal policies.

Eugene Skorodinsky is a CFP® professional with five years of industry experience, currently affiliated with Minerva Wealth Advisory in New York, NY. His work history includes roles at Baruch College, Luesink Stenstrom Financial, Borough of Manhattan Community College, and the Research Foundation CUNY. Eugene holds a Series 63 license. Minerva Wealth Advisory is a fee-only registered investment adviser serving individuals, couples, and families, including high-net-worth clients. The firm focuses on strategic asset allocation using ETFs, enhanced-index funds, and selected active managers, with a long-term, buy-and-hold investment approach combined with tax-aware strategies.