Andrew Jianette is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Valley Financial Management, Inc. and has prior experience at Valley National Bank, AE Wealth Management, Madison Avenue Securities, and E.A. Buck Financial Services. Outside of finance, he has worked at Powerhouse Gym Aiea and the University of Hawaii at Manoa. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform. The firm uses client information to implement and rebalance model ETF portfolios electronically, requiring clients to maintain accounts at Valley National Bank.

James Clarke is a financial advisor at Valley Financial Management, Inc. in New York, NY, holding a Series 66 designation with two years of industry experience. His work history includes roles at Valley Financial Management, Valley National Bank, and Leumi Bank. Valley Financial Management operates its advisory service, Valley Digital Investor, through an online platform that provides discretionary portfolio management and automated implementation of ETF model portfolios. The firm serves individual and high-net-worth clients who manage their accounts electronically and fund them through Valley National Bank.

Juan Lebrija is a financial advisor with LifeCapital Partners LLC in Westport, CT, holding a Series 66 designation and 25 years of industry experience. Prior to joining LifeCapital Partners in 2025, he spent 24 years at Equitable Advisors. Outside of advising, he serves as a board member of Penta Holdings, a petrochemical distribution and real estate company in Mexico, and is a licensed insurance agent. LifeCapital Partners is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and digital assets, and offers standalone financial planning on an hourly basis.

Shimon Willig is a financial advisor at MWM Group LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and MiR Jerusalem. Willig is also a licensed fixed insurance broker. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, managing approximately $431 million in discretionary assets through proprietary asset-allocation models and a variety of managed account strategies.

Chi Tang is a Series 65-licensed financial advisor at Basalt Wealth Inc. with one year of industry experience. Prior to joining Basalt Wealth, Tang held roles at Albatross America Inc., Beaconfire Staffing Solutions Inc., PwC Strategy&, and McKinsey & Company. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm integrates fundamental and technical analysis with options and derivatives strategies, providing tailored services that include security ratings, educational seminars, and cross-border trading access.

Bruce Jensen is a financial advisor at Boyar Asset Management, Inc. with 36 years of industry experience. His prior roles include positions at Elevage Partners, Strategy Asset Managers, and Holly Street Wealth Advisors. He holds Series 63, Series 65, and Series 66 licenses. Boyar Asset Management provides discretionary and non-discretionary portfolio management for separately managed accounts and acts as adviser to private funds and a registered investment company. The firm serves individual, high-net-worth, and institutional clients with a fundamental, value-oriented investment approach characterized by concentrated positions and low portfolio turnover.

Joseph Garry is an associate advisor with Stephen J. Garry & Associates, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been with Stephen J. Garry & Associates during the same period. Stephen J. Garry & Associates provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $142.6 million in assets through a three-advisor team that primarily uses low-cost mutual funds and ETFs, complemented by individual stocks, bonds, and options, employing a mostly long-term investment approach with ongoing portfolio monitoring and rebalancing.

Subhrajit Goon is an advisor at Aimcdonnaugh & Co. Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including McDonnaugh Securities LLC and Holly Street Securities. Outside of financial advising, he works as an IT Project Manager contractor for Matlen Silver, supporting projects for Bank of America. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management services. The firm emphasizes long-term allocation strategies using fundamental and technical analysis and offers both discretionary and non-discretionary management options.

James Strugger is a financial advisor at Kineo Capital LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Predata Inc. and MKM Partners LLC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored separately managed accounts and sub-advisory services. The firm integrates fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools across multiple strategies, including equity, derivatives, and risk management approaches.

Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.

Ryan Berman is a financial advisor with Chesapeake Asset Management LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cherry Lane Capital LLC and Morgan Stanley, where he worked in private banking and advisory capacities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm’s approach includes fundamental analysis-driven public markets investing and non-discretionary advisory support for alternative investments, with a unique structure involving direct investment management and performance-based compensation arrangements.

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.

Dwarka Kalantry is a CFA® charterholder with 38 years of industry experience. He is a principal of Kalantry Advisors LLC and has previously worked at Sagepoint Financial, Inc., as well as operating as a self-employed CPA since 1976. He continues to maintain an active CPA practice through a partnership structure. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a combination of analytical approaches and coordinating with an external managed-account platform.

Jamie Casey is a Series 66-licensed financial advisor with 15 years of industry experience. Currently with Valley Financial Management, Inc., Casey has previously worked at Bank Leumi USA and Leumi Investment Services. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that provides discretionary portfolio management using automated model ETF portfolios. The firm requires clients to manage accounts electronically through Valley National Bank and offers a range of target portfolios from conservative income to aggressive growth, which are periodically rebalanced based on client profiles and market conditions.

Peter Koutromanos is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2020. He has been involved with Avior Capital Markets since 2005 and holds director roles in several affiliated entities, including Avior Capital Markets Holdings Proprietary Limited and Groombridge Nominees Proprietary Limited. Avior Capital Markets US, LLC serves U.S. institutional clients by facilitating the distribution of foreign equity research and execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, maintaining close operational integration with its foreign affiliates.

Thomas Menacho is a financial advisor at Kineo Capital LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Securities (USA) Inc. from 2016 to 2021 before joining Kineo Capital in 2021. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, delivering customized services through separately managed accounts and sub-advisory agreements. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, integrating artificial intelligence and machine learning tools while maintaining human oversight, and operates across multiple specialized strategies involving derivatives and active risk management.

Ronald Bartlett is the principal of Ronald A. Bartlett & Associates, Ltd. with over 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 1992. Outside of his advisory work, he also teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates provides investment advisory and retirement-planning services primarily to individual clients, trusts, and estates. The firm focuses on fundamental analysis and strategic asset allocation with a preference for longer-term holdings, offering tailored recommendations and a combination of advisory, insurance, and tax-related services.

Sherli Looi is a Series 65-licensed financial advisor at Garrison Bradford & Associates Inc with four years of industry experience. She has been with the firm since 2012. Garrison Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships. The firm focuses on long-term, fundamentally driven growth investing and tailors accounts to client objectives while managing risk through diversification.

Antonio Gonzalez is a financial advisor at Great Wealth Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Apex Clearing Corporation. Outside of his advisory role, he is involved as a non-equity partner in an investment banking firm focusing on mergers and acquisitions and manages a business consulting firm that develops strategy for mid-size businesses. Great Wealth Investments provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs equity and ETF-based strategies with occasional use of cryptocurrencies, direct indexing, and Securities-Backed Lines of Credit, emphasizing customized asset allocations and a blend of fundamental and technical investment approaches.

Andrew Frank is a financial advisor at Shelter Rock Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shelter Rock since 2012. Outside of his advisory role, Frank serves as a director for the National Employers Council, where he contributes to long-range strategy and marketing efforts. Shelter Rock Management, LLC is a fee-only registered investment adviser that provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs goal-based planning and fundamental analysis with relatively low turnover, offering discretionary and non-discretionary portfolio management across various strategies and retirement services.