Steven Hecht is the sole advisor at Steven Hecht Investments, Inc., an independent firm based in Teaneck, NJ. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2007. Steven Hecht Investments, Inc. provides portfolio management services to individuals and a variety of institutional clients, including small businesses, pension plans, trusts, and charitable organizations. The firm employs a combination of securities and uses fundamental, technical, and charting analysis to tailor and monitor portfolios on an ongoing basis, often managing accounts on a discretionary basis.

David Polevoy is a Certified Financial Planner® with 13 years of industry experience. He has been the sole advisor at Beekman Financial Planning LLC since 2012 and has prior experience with SPC, VSR Financial Services, Inc., and Wells Fargo Advisors. He is also a licensed life insurance agent in New York. Beekman Financial Planning LLC is an independent, single-advisor firm serving individuals and small businesses with financial planning, investment consultation, and supervisory services. The firm employs a blend of fundamental and cyclical analysis alongside varied investment strategies to build diversified portfolios, primarily managing assets on a non-discretionary basis for a concentrated client roster.

Thomas Mullarkey Jr. is a CFP® professional with 31 years of experience in the financial industry. He is the principal advisor at Hive Retirement Planning LLC since 2023 and has prior experience at Credit Suisse Securities (USA) LLC from 2003 to 2017. He also serves as a Senior Advisor with Shelter Rock Capital Group LLC, an activity that accounts for part of his time during trading hours. Hive Retirement Planning specializes in retirement-focused financial planning and investment advisory services for individuals and high-net-worth clients near or in retirement. The firm offers fixed-fee, tailored advice that includes both passive and fundamental investment strategies, with options for discretionary management or client-directed implementation.

Lloyd Stabiner is a financial advisor with Fulcire Wealth Management, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked as a CPA since 2010. Fulcire Wealth Management serves well-to-do individuals and families, focusing on portfolio management combined with tax and wealth-transfer guidance. The firm emphasizes managing assets designated for short-term investments and income generation through dividend-paying equities and covered-call writing, with a tax-aware, options-focused investment approach.

Tipiwa Walker is a CFP® and Series 65-registered financial advisor with two years of industry experience. She is the sole advisor at Lucre Advisory LLC, an independent firm she established in 2023. Her prior experience includes roles at Wescott Financial Advisory Group and Money Map, as well as operating Lucre Personal Finance from 2014 to 2020. Lucre Advisory LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses, offers socially responsible investing options, and routinely uses third-party managers to implement customized portfolios.

Todd Thomas is the sole advisor at Versalife Advisors in Jamaica, NY, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Allied Universal, Teleperformance, T3 Trading Group, and as a driver for Uber and Lyft. Versalife Advisors provides discretionary investment management to individuals and families through separately managed accounts, focusing on biotechnology equities and listed options. The firm employs a bottom-up, research-driven approach with active management techniques including options and short sales, serving retail and qualified clients.

Adrian Kierans is a financial advisor at Cloverhill Capital Management in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has been with Cloverhill Capital Management since 2015, following a prior role at Purshe Kaplan Sterling Investments. Cloverhill Capital Management is a small, independent registered investment adviser serving individual investors, small and medium-sized businesses, and employer-sponsored retirement plans. The firm focuses on asset-class investing and long-term allocation using low-cost institutional index funds and model portfolios, with a distinctive emphasis on pension consulting, corporate retirement plan services, and educational workshops.

Vincent Grosso is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Grosso Wealth Management LLC, an independent firm he has led since 2022. Prior to founding his firm, he worked at Kestra Private Wealth Services from 2018 to 2021. Outside of advising, he serves as President of the Joanne Grosso Foundation Inc. Grosso Wealth Management provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, along with consulting services for employer-sponsored retirement plans. The firm employs a passive, long-term investment approach and offers retirement plan advisory services including ERISA fiduciary roles, a practice less common among similarly sized advisers.

Robert Leitner is a CFP®-designated financial advisor with over 4 years of industry experience, affiliated with Financial Advisory Network. He has been associated with the firm since 1998 and has been self-employed since 1995. Financial Advisory Network serves individual clients as well as retirement and institutional accounts such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, consulting, and comprehensive written financial plans, supported by ongoing investment supervision and client education through seminars and newsletters.

Matthew Morano is a CFA® charterholder and financial advisor with 11 years of industry experience. He is the sole advisor at Curbstone Advisors LLC, an independent firm he has been with since 2015. Prior to this, he held a senior director position in business analysis at CME Group, Inc., where he worked full-time supporting front-office trading systems for futures, options, and swaps. Curbstone Advisors provides personalized portfolio management and ongoing investment supervision to individual clients on a fee-only basis. The firm emphasizes a strategic, cyclical, and contrarian asset allocation approach using low-cost ETFs, individual stocks, fixed income, and alternatives, while employing automated rebalancing and maintaining liquidity for opportunistic buying.

Youwei Jing is a financial advisor at Alterra with a Series 65 designation and no prior industry experience. Before joining Alterra, Jing worked at several firms including DevelopIntelligence, Bubble, and Correlation One. Alterra is an independent, state-registered investment adviser specializing in portfolio management and a unique options-based borrowing service using short box spread strategies. The firm serves a diverse client base ranging from individuals and small businesses to institutional and corporate entities, and it employs exchange-traded S&P 500 index options to manage borrowing exposures and mitigate early assignment risk.

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.