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, Wells Fargo Advisors, and Chase Investment Services Corp. He is also a licensed insurance agent with Royal Oak Insurance Agency. ROW Management Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $14 million across 38 client relationships. The firm employs a blended investment approach using multiple analytical methods and offers both discretionary and non-discretionary management.

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

Benjamin Lewinter is a Series 65-licensed advisor at Lewinter Wealth Advisors, LLC with experience beginning in 2026. Prior to joining the firm, he worked at Palantir Technologies and held positions at Capital One, Fiserv, Columbia Engineering, and Accenture. Lewinter Wealth Advisors serves individuals, high-net-worth clients, business owners, trusts, estates, and endowments, managing approximately $162 million for about 85 clients. The firm employs a long-term, fundamentals-based investment approach centered on asset allocation and diversification, maintaining discretionary authority and conducting regular account reviews.

Abel Reyes is a financial advisor at Rimac Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Silicon Valley Bank and Pacific Western Bank. Reyes is involved with Bowery Realty, LLC, a passive real estate investment. Rimac Capital LLC is a small advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs a mix of fundamental, cyclical, and quantitative analysis, incorporating higher-risk trading strategies such as margin, short sales, and options.

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.

Andrew Barnes is a financial advisor at Altar Rock with seven years of industry experience. He holds Series 63, 65, and 66 designations and has prior work history at J.P. Morgan Securities and AllianceBernstein L.P. Altar Rock primarily serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm combines qualitative and quantitative analysis overseen by an Investment Committee, focusing on tax-aware portfolio construction and manager selection, with portfolios reviewed at least quarterly.

Charles Lalanne is a financial advisor at Astra Ventures with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Tse Capital Management and Bloomberg. Astra Ventures provides investment advice and portfolio management to individual and institutional clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis. The firm is notable for its Commodity Trading Adviser registration and its management of privately offered pooled funds.

Benjamin Kaufamn is a financial advisor at Vanquour LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Rochester University and the United Nations International School. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment vehicles and employs a combined fundamental and technical analysis approach focused on long-term portfolio building with tactical reallocations as needed.

Matthew Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, including a current role at Fidelity Investments and prior work with Talisman Wealth Advisors. Before entering finance, he worked several years in education at various schools. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million for around 141 clients, employing a diversified, low-cost investment approach grounded in Modern Portfolio Theory and emphasizing tax minimization and behavioral finance.

Abd Alrahman Al Asaad is a financial advisor at Basic Capital Advisors LLC based in Brooklyn, NY, holding Series 63 and Series 65 licenses with six years of industry experience. His work history includes roles at StormSafe Asset Management, Harvard Business School, Goldman Sachs & Co. LLC, and Skidmore College. Basic Capital Advisors LLC provides ERISA-focused advisory and investment management services for employer-sponsored retirement plans, emphasizing long-term, low-fee passive management through institutional-class index funds and ETFs. The firm serves plan sponsors and committees exclusively, focusing on investment policy development, fund selection, and performance reporting.

Kean Amaral is a CFA® charterholder with 19 years of industry experience. He currently serves as the sole advisor at United Success Wealth Management and has held positions at Merrill Lynch and Fortis Capital Advisors. Outside of his advisory work, he owns and operates a marketing services firm and manages an Airbnb property. United Success LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies across multiple asset classes and integrates accounting, tax, and insurance services within its offering.

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.

Anne Marie Pierno is an advisor at Reik & Co., LLC with four years of industry experience. She has been with Reik & Co. since 2006, working within a team-based environment. Reik & Co., LLC is an SEC-registered investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations through concentrated, long-term equity strategies focused on companies with significant insider ownership and strong financial profiles.

James Marrocco is a CFP® and CFA® with seven years of industry experience. He has worked at Thinking Big Financial since 2017 and previously spent ten years at Zweig-DiMenna Associates. Thinking Big Financial provides holistic financial planning and discretionary investment management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes asset allocation and passive investing with index funds and ETFs, tailoring portfolios based on client-specific investment policy statements and conducting regular reviews to align with clients’ evolving goals.

Jason Gitter is a financial advisor at PureVest with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Advisor Networks and Voya Financial Advisors. In addition to his advisory role, he operates an independent insurance agency focusing on fixed insurance product sales. PureVest provides asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management and offers a broad range of retirement services alongside ongoing portfolio monitoring and rebalancing.

Mark Zagotti is a financial advisor with Next GEN Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His career includes roles at Equitable Advisors, AXA Advisors, Cathay Securities, Inc., and currently at Remsenburg Securities, LLC and Blue Diamond Securities of America LLC. Outside of his advisory work, he owns Z Force, LLC, which provides compliance consulting services. Next GEN Advisors primarily serves high-net-worth individuals and related entities, offering asset management, financial planning, and consulting services through various account structures. The firm combines fundamental and technical investment methods and is distinguished by its affiliation with Cathay Securities, a registered broker-dealer that allows for dual registration of its advisors.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.

Kimberly Bannwarth is a financial advisor with Relevé Financial Group, holding Series 66 and Series 65 designations and four years of industry experience. She previously worked at NorthRock Partners, LLC for three years before joining Relevé Financial Group in 2016. Outside of her financial advisory role, she is involved in music as a vocal director and music teacher. Relevé Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, consulting, and portfolio management. The firm offers both discretionary investment management and a proprietary subscription-based online advisory platform, using a blend of fundamental, technical, and quantitative analysis alongside modern portfolio theory.

Vid Ponnapalli is a Certified Financial Planner® and holds a Series 65 license with 11 years of industry experience. He has been with Unique Financial Advisors LLC since 2014. Outside of his advisory role, he is the sole owner of Unique Tax Consultants, providing tax preparation and planning services to individuals, families, and small businesses. Unique Financial Advisors LLC offers financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs while integrating fundamental analysis, and it maintains a distinct tax practice operated by its principal to complement its advisory services.

Paul Ferguson Sr. is a financial advisor with Israels Ferguson Asset Advisors LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 53 years of industry experience. Since 2009, he has been associated with Israels Ferguson Asset Advisors LLC following retirement from prior roles. Israels Ferguson Asset Advisors LLC provides investment advisory and financial consulting services to individuals, families, trusts, retirement plans, non-profit clients, and businesses. The firm emphasizes long-term capital preservation and prudent wealth enhancement through customized portfolios and selective third-party managers, serving about 38 client relationships with discretionary management.