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.

Dylan Cohan is a CFA® charterholder and principal of CatsGame Capital LLC, an independent investment advisory firm. He has 18 years of industry experience, including 12 years at Portland House Group and over 6 years managing portfolios at CatsGame Capital. CatsGame Capital serves qualified and high-net-worth clients with discretionary portfolio management, employing a research-driven, concentrated investment approach focused on fundamental analysis and multi-year holding periods. The firm is distinctive for accepting only performance-based compensation and utilizing documented hurdle and high-water mark structures.

Richard Colacino is a CFP® with 31 years of industry experience, currently serving at OSAIC and Rc Financial, Inc. He has been involved with OSAIC since 2003 and founded Colacino Tax Partners in 2002, where he prepares tax returns. His background includes leadership as president and investment adviser representative at Rc Financial, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization.

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.

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.

Andy Liang is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Sylo Planning. He previously worked at Charles Schwab & Co., Inc. for eight years before founding Sylo Planning in 2024. Outside of his advisory role, Liang is involved in real estate investment and property management through several LLCs. Sylo Planning, LLC is an independent, fee-only registered investment adviser providing financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes asset allocation using Modern Portfolio Theory and a combination of passive and active strategies, managing most assets on a non-discretionary basis and offering both ongoing and project-based planning engagements.

Steven Copeland is a CFP® professional at Shfp, LLC with five years of industry experience. He has worked at 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, delivering primarily non-discretionary investment advice and employing a mix of fundamental, technical, and cyclical analysis with a focus on long-term, short-term, and trading strategies.

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.

Tonia Gustafson is a financial advisor at Sabbia Faro Wealth Management LLC with 5 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for over two decades at Cooper Family Office, where she was the Director until 2020. She currently serves as a trustee on six trusts associated with her former employer. Sabbia Faro Wealth Management LLC provides portfolio management and integrated financial planning primarily for high-net-worth individuals. The firm customizes accounts with a long-term trading approach and manages over $50 million in discretionary assets, focusing on family-based planning and maintaining a small client roster.

Stephen Zheng is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been the sole advisor at Wealthlet Advisory LLC since 2016 and previously worked at New York University from 2015 to 2019. Wealthlet is an independent advisory firm that provides portfolio management, financial planning, and specialized investment-immigration services, including EB-5 and E-2 matters. The firm serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, using a fundamental, bottom-up value investing approach while integrating investment-immigration advisory work alongside traditional wealth management.

Albin Scaria is a financial advisor at DrawingBoard Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Bluelofts, Bentley Associates, and Ballentine Partners. Scaria is also the founder and managing member of DrawingBoard Capital, a strategic advisory firm and holding company. DrawingBoard Wealth Advisors is a newly formed registered investment adviser that plans to provide portfolio management and financial planning primarily for institutional investors, family offices, accredited investors, and high-net-worth individuals. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, with an emphasis on long-term investing and allocations to alternative and private-market strategies.

Ralph Condis is the principal of Executive Business Financial Planning in Dumont, NJ, with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has been with his current firm and Purshe Kaplan Sterling Investments since 2004. Outside of his financial advisory role, Mr. Condis is involved in religious missions as a Deacon of Humanity, produces original music and educational content, and works with Public Partnerships for NJ, supporting care for autistic and disabled individuals. Executive Business Financial Planning provides investment management and financial planning services to individuals, retirement plans, non-profits, trusts, and institutional clients. The firm employs a combination of proprietary technical and fundamental models alongside third-party asset allocation, utilizing tactical diversification, periodic rebalancing, and tax-aware strategies, including options collars, to manage client portfolios.

Jingshu Zhang is a financial advisor at Guinea Value Investments with a Series 65 designation and four years of industry experience. Prior to founding Guinea Value Investments, Zhang worked at Dorfman Value Investments, Atlas Capital Investment LLC, and held roles in consulting and fund management. Guinea Value Investments provides discretionary portfolio management services for individual and high-net-worth clients, focusing on fundamental analysis and a long-term investment horizon. The firm emphasizes tailored asset allocation and selection, regular monitoring, and performance-based fee arrangements that are uncommon among independent peers.

Eve Schniebolk is a CFP® professional with 41 years of industry experience, currently serving as the sole advisor at Sound & Secure Advisors LLC since 2022. Prior to establishing the firm, she operated her own advisory practice from 1985 to 2022. In addition to financial advising, she provides individual and small business accounting, bookkeeping, and tax preparation services as a sole proprietor and is a licensed insurance agent. Sound & Secure Advisors LLC offers investment consulting and portfolio management to individuals, trusts, estates, and business entities. The firm builds diversified, client-specific asset allocation models and provides ongoing portfolio management, financial planning, retirement and estate analysis, and insurance review with discretionary management available when authorized.

Shiying Zeng is a financial advisor at Highrock Capital Management Inc. She holds a Series 65 designation and has over a year of experience in the industry. Her prior work includes roles at Apple Trade Group Inc., MML Investors Services, Mass Mutual Life Insurance, and NY Life Securities. Highrock Capital Management Inc. offers portfolio management and financial planning services, along with a paid research subscription featuring timely alerts. The firm’s investment process combines fundamental analysis, quantitative screening, and technical analysis focused on U.S. equities and ETFs, with an emphasis on transparency and conflict controls in its research publishing.

Katherine Young is a CFP® and CFA® with four years of industry experience. She is the sole advisor at Yearwood Young Advisors, where she has worked since 2020. Her prior experience includes roles at Bessemer Trust and EnTrustPermal. Yearwood Young Advisors offers investment management, comprehensive financial planning, and family office consulting primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes strategic asset allocation and broad diversification, combining passive and selectively active investment strategies, and provides ongoing, personalized financial planning with regular reviews.

Peter Dowdeswell is a financial advisor at Rosci Lamb, LLC in New York, NY, holding a Series 65 designation with six years of industry experience. His prior work includes roles at KDT Advisors, KDT Investment Advisors, and Safra Sarasin. Rosci Lamb, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $65 million in client assets and offers tailored portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and alternative investments, serving a client base that includes corporate and international clients.