Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.

Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.

Gaurav Adhikari is a financial advisor at Markin Asset Management, LP with eight years of industry experience. He holds a Series 65 designation and previously worked at Payne Capital Management for ten years. Markin Asset Management is an SEC-registered adviser that provides discretionary investment management to private pooled funds, separately managed accounts, and serves as a sub-advisor to other advisers. The firm employs proprietary multi-asset quantitative models incorporating artificial intelligence and machine-learning techniques to construct portfolios for individuals, trusts, endowments, and family offices.

Julian Schubach is a financial advisor at Nosuris, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Oberlander Dorfman, Inc. from 2012 to 2016. Schubach has been with Nosuris since 2017. Nosuris, Inc. is a small SEC-registered advisory firm serving individuals, including high-net-worth clients, and pension/profit-sharing plans across approximately 190 client relationships. The firm provides portfolio management, financial planning, third-party money manager selection, and pension consulting and participant education services, offering both discretionary and non-discretionary arrangements.

Stephen Jahelka is a CFA® charterholder with four years of industry experience. He has worked at DSJ Wealth Management LLC since 2022 and has been involved with Demasco Sena & Jahelka since 2019. Prior to that, he spent three years at KPMG. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm allocates client assets to independent third-party investment managers and offers tailored advice using fundamental, technical, and cyclical analysis.

Stephen Garry is a CFP® and ChFC® with 35 years of industry experience. He is the principal of Stephen J. Garry & Associates, LLC, where he has worked since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. Garry is also involved in insurance and annuity sales through several agencies. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, focusing on fundamental analysis, customized asset allocation, and primarily long-term portfolio management using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Poxono Capital. His prior roles include positions at Alliance Bernstein, BlackRock Investments, Vernier Capital Partners, Morgan Stanley, and Banc Of America Securities. He is also the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering tailored portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and serves as adviser and manager/general partner to a privately organized pooled investment vehicle, which includes performance-based compensation structures and specific compliance measures.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Heydorn Stone, he gained experience at the Charles Schwab Foundation Personal Financial Planning Clinic and several other organizations. Heydorn Stone Capital Management is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, and charitable and corporate organizations. The firm employs a client-centered process focused on asset allocation diversification across multiple model portfolios ranging from all equity to capital preservation.

Stephen Perrone is a financial advisor at Brixton Capital Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services LLC, Strategic Advisers, Inc., and Northeast Securities. Outside of his advisory role, he is a 33% owner of Good News Investors LLC, a business that purchases and remodels homes to resell. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for about 819 clients through a team of four advisors. The firm typically manages accounts on a discretionary basis, using a mix of fundamental and technical analysis, modern portfolio theory, and incorporates options, structured products, and derivatives in its investment strategies.

Harry Mamaysky is a financial advisor at QuantStreet Capital with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at EBH Capital Management LLC since 2021. Mamaysky is also affiliated with Columbia Business School, where he has been involved since 2015. QuantStreet Capital serves individuals, trusts, retirement plans, businesses, and charitable organizations, offering discretionary separately managed account management, financial planning, consulting, and model-portfolio subscriptions. The firm employs a quantitative asset-allocation strategy using a proprietary machine learning model combined with discretionary oversight, constructing multi-risk-level portfolios that may include ETFs, mutual funds, stocks, options, and derivatives.

Allan Pelkonen is a CFP® and ChFC® with 34 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 15 years before joining Pelkonen and Associates LLC in 2020, where he is currently an advisor. In addition to his advisory work, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management as well as financial planning and consulting. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset types.

Daniel Cantor is a CFA® charterholder with four years of industry experience. He is currently with CK Advisors, LLC, where he has worked since 2006. CK Advisors provides investment supervisory services to high-net-worth individuals, families, related entities, and select institutional clients. The firm employs a bottom-up, value-oriented investment approach focused on fundamental analysis and long-term holdings, managing portfolios that typically emphasize individual equities alongside bonds, mutual funds, and ETFs.

Miguel Rios Amurrio is a CFP® professional with four years of industry experience, currently serving as an advisor at TQM Wealth Partners. Prior to joining TQM Wealth Partners in 2020, he worked at Chipotle Services, LLC and Groupo Mercantil, Santa Cruz S.A. His credentials include the Series 65 license. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis and offers both financial planning and investment management services.

Michael Hunt is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63, 65, and 66 licenses, and has 26 years of industry experience. He has held previous roles at firms including Commonwealth Financial Network, Principal Life Insurance Company, and Prudential Insurance Company of America. Outside of advising, he is involved in tax preparation and co-owns multiple tax service entities. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, offering a range of in-house and third-party investment strategies alongside tax planning, insurance, and risk-management solutions.

Nicholas Scenna is a financial advisor with Navis Wealth Advisors LLC, holding a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley and the New York Power Authority. Scenna is also registered with Great Point Capital, where he acts as a registered representative alongside his advisory role. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental, long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, alternatives, and options.

Robert Manschot is a financial advisor with Commons Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Commons Capital Advisors, LLC since 2016. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates with wealth management, portfolio management, and financial planning services. The firm employs a long-term investment process grounded in Modern Portfolio Theory combined with quantitative, fundamental, and technical analysis, supported by a structured risk management discipline.

Michael Riccardi is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at United Asset Strategies since 2009 and previously spent seven years with Pinnacle Associates, Ltd. Outside of his advisory role, Riccardi is a managing member and one-third owner of EME Asset Management, LLC, and a principal and one-third owner of 360 Family Office Advisor, LLC, which provides consulting for small privately held companies. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a range of clients including individuals, trusts, and corporations. The firm manages over $2.2 billion in assets and employs a diversified, tailored investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management with advanced implementation techniques.

Gregory Steele is a financial advisor at Silverlake Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mizuho Securities USA LLC and RBC Capital Markets. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in client assets using a customized, primarily long-term investment approach that includes fundamental and technical analysis, diversified portfolios, and oversight of unaffiliated Independent Managers.

Richard Zerah is a CFP® and PFS™ with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and has previously worked at Commonwealth Financial Network, Principal Securities Inc., and founded Zerah & Company CPAs P.C., where he remains a co-owner providing tax and accounting services. In addition to financial advising, he is involved in tax preparation and co-owns two tax and accounting firms. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture investment approach, offering a mix of in-house and third-party strategies, and integrates tax planning and risk-management solutions alongside wealth management services.

Douglas Augenthaler is a CFP® and CFA® charterholder with five years of industry experience. He has been with Palumbo Wealth Management LLC since 2020 and previously worked at Highbrace Advisors LLC for seven years. Palumbo Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, and businesses. The firm uses a primarily long-term, fundamentals-driven investment approach combined with tactical tools, and it offers customized portfolios along with plan-level and participant-level services.