Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Novare Capital Management, LLC and TIAA-CREF Individual & Institutional Services, LLC. SMP Financial Planning, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored 401(k) plans. The firm offers discretionary portfolio management and consulting services, utilizing a mix of fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance.

Zella Fisher is affiliated with Aldebaran Capital and holds a Series 65 credential. She has no prior experience as a financial advisor and previously worked for Macmillan Publishers for ten years. Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients, as well as retirement-plan advisory services to qualified plans under a limited-scope ERISA 3(21) fiduciary arrangement. The firm uses a combination of fundamental, technical, and charting analysis to manage accounts on a discretionary basis, offering strategies such as option writing and active trading.

Eric Davis is the Principal of Davis Capital Advisors, LLC in New York, NY, with 35 years of industry experience. He has served at Davis Securities, LLC since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Davis Capital Management, the general partner of Davis Strategic Growth Fund, and owns related entities including an insurance agency and an administrative management company. Davis Capital Advisors provides discretionary and non-discretionary investment management to individual clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm emphasizes continuous portfolio supervision and tailors investment policies to client objectives, utilizing a range of investment vehicles including equities, bonds, mutual funds, ETFs, and private placements.

Steven Wieting is a financial advisor at CIO Capital Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi Private Alternatives, LLC and Citigroup Global Markets Inc. prior to joining CIO Capital Group. CIO Capital Group LLC provides wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm uses quantitative tools and proprietary analytics to support portfolio management and focuses on maintaining closely managed client relationships.

Adam Lazarus is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding the PFS™ and Series 66 designations with 13 years of industry experience. He has been self-employed since 2012 and has worked with Integrity Financial Partners, Inc. since 2005. In addition to his advisory work, Mr. Lazarus provides tax preparation, tax planning, and accounting services in his self-employed capacity. Integrity Advisory Partners LLC offers investment management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis and charting. The firm employs a mix of long-term, short-term, and trading strategies and typically works with clients maintaining a minimum investment of $1,000,000.

Matthew Carey is a financial advisor at Blue Spark Capital Advisors in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Blue Spark Capital Advisors and Blue Spark Financial since 2012 and is also affiliated with Iona College since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm specializing in serving women and their families during major life transitions. The firm combines discretionary investment management with comprehensive financial planning, focusing on liability-driven investing and broad diversification tailored to each client’s time frame and risk tolerance.

Syed Tirmizi is a financial advisor at Elphinstone with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Finalis Securities LLC and Avalere. He is also a partner at Allere LLC DBA SovDoc, where he is involved in mergers and acquisitions advisory services. Elphinstone provides automated portfolio management to individual and institutional clients through a mobile platform, offering ETF-based portfolios with options for advised or self-directed trading. The firm employs algorithmic portfolio construction and rebalancing based on modern portfolio theory and client risk preferences.

Tariq Siyam is a financial advisor at 2201 Capital, LLC with a Series 65 designation and one year of industry experience. His prior experience includes six years at Hoopoe Advisors and two years at Cayan Group. Outside of his advisory role, he is involved with 0 Wellesley St LLC. 2201 Capital, LLC provides discretionary portfolio management and investment advisory services to a small client base, including individuals, high-net-worth individuals, charitable organizations, and business entities. The firm uses a variety of analytical methods and both long- and short-term trading strategies to align with client objectives and risk tolerances.

Rosemarie Marino is a financial advisor with Hemisphere Partners LLC in New York, NY. She holds the Series 63 designation and has five years of industry experience. Marino has been with Hemisphere Partners, a small firm with two principals, since 2005. Hemisphere Partners primarily serves high net worth individuals and their estate-planning entities, offering investment advice, portfolio management, and consulting. The firm uses a tailored, diversified approach with an emphasis on manager due diligence and employs a range of investment vehicles including mutual funds, ETFs, private funds, and UCITS.

Dalya Inhaber is a CFP® with 10 years of experience in financial advisory services. She has been with Minerva Wealth Advisory since 2015. 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 select active managers, with an emphasis on long-term, buy-and-hold strategies combined with tax-aware practices.

Shmuel Beckerman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Schonfeld Wealth Management, LLC, having previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his financial advisory role, he operates JB Worldwide LLC, a business involved in buying and reselling consumer electronics to wholesalers. Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting primarily to businesses, employee benefit plans, and institutional clients. The firm integrates diversified investment allocations and utilizes third-party platforms such as Betterment Advisor Solutions and AssetMark to deliver customized portfolio solutions and plan-level services.

Victor Gil is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has been with iAdvise Partners since 2008. In addition to his advisory role, he serves as CEO of iAdvise Real Estate LLC, a real estate brokerage and property management firm. iAdvise Partners provides discretionary and non-discretionary investment management and family office services to high-net-worth individuals, corporations, trusts, and charitable organizations worldwide. The firm offers customized portfolio construction based on client objectives and risk profiles, utilizing both third-party research and in-house due diligence across multiple asset classes.

Lauralee Donnelly is a financial advisor at 9D Capital LLC with 12 years of industry experience. She holds the Series 65 designation and previously worked at Capital Trust and Associates LLC for nine years. In addition to her advisory role, she owns Lauralee Donnelly LLC, a consulting business focused on financial coaching. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting services to individuals, pension and profit-sharing plans, corporations, and other entities. The firm manages approximately $10.6 million for a small client base through a team emphasizing individualized relationships and employs a fundamentally driven investment approach across various asset classes.

Mason Liang is a CFA® charterholder based in New York, NY, with experience at Millennium Management, Balyasny Asset Management, and GMO Asset Management prior to joining Broadside Wealth Technologies, Inc. He has been with Broadside Wealth since 2026. Broadside Wealth Technologies provides a membership-based wealth management model for ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients. The firm emphasizes tax-aware portfolio design, risk management, and technology-driven implementation, using a flat membership fee structure and an investment philosophy focused on structural alpha.

Petra Peters is a financial advisor at Terra Nova Asset Management LLC with five years of industry experience and holds a Series 63 designation. She has been with Terra Nova Asset Management, a firm established in 1998, throughout her career. Terra Nova Asset Management provides continuous asset management primarily to high-net-worth individuals, family offices, and institutional clients, using both fundamental and technical analysis in their investment decisions. The firm emphasizes tailored investment objectives, international exposure, and publishes a quarterly market newsletter.

Jason Wong is a financial advisor at AmeriVet Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Drexel Hamilton, LLC and Tribal Capital Markets, LLC. Outside of his advisory work, Mr. Wong serves as an Ambassador for Waterfall Racing. AmeriVet Securities, Inc. primarily manages pooled vehicles and institutional mandates, offering pension consulting and traditional portfolio management services. The firm maintains an operational connection to a broker-dealer and combines registered-representative activity with investment management and pension consulting.

William Bradford is a CFA® charterholder with four years of industry experience. He has been with Garrison Bradford & Associates Inc. since 1985. Garrison Bradford & Associates Inc. is an SEC-registered, fee-based investment adviser managing approximately $135 million in assets. The firm provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships, employing a long-term, fundamentally driven growth investment approach that emphasizes companies with consistent sales and earnings growth and economic moats.

Andrew Hodges is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Value Investment Professionals, LLC since 2012 and is also involved as a managing member in affiliated entities VIPHA LLC and VIP SPV LLC, which focus on originating bridge loans and investing in direct real estate. Value Investment Professionals, LLC provides discretionary portfolio management and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers performance-based fees and borrowing options within separately managed accounts.

Vps Bhavani Pyla is a financial advisor at Ciro Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Ciro Capital, she held roles at the Depository Trust Clearing Corporation and Credit Suisse. Ciro Capital LLC serves individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios to client objectives.

Nathan Fisch is a financial advisor at Kensington Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kensington Capital Corp. since 1997. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning services to individuals, businesses, and charitable organizations. The firm uses both technical and fundamental analysis to tailor portfolios based on client financial information and risk profiles.