Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.

Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, an independent registered investment adviser based in New York, NY. He holds the Series 66 designation and has 23 years of industry experience, with prior roles at UCAP Asset Management LLC, UCAP Securities LLC, and Insight Securities Inc. Legado Wealth Management LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including other financial professionals. The firm emphasizes a long-term, fundamental-analysis investment approach and manages approximately $51 million in discretionary assets across about 75 client relationships.

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation. He has one year of industry experience, including previous roles at Reiss and other positions prior to joining MacFarlane Investors. MacFarlane Investors provides investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm employs a fundamental research-driven, long-term buy-and-hold investment approach and integrates financial planning into its portfolio management process.

Hakan Ergulec is a CFA® charterholder and has been with Tekmen Wells LLC since 2013, accumulating 4 years of industry experience. He serves as Principal and Managing Partner of two investment-related holding companies focused on private company investments. Tekmen Wells provides asset management and financial consulting services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm employs a discretionary portfolio management approach using diversified asset allocations and third-party managers through the Envestnet platform, with a notable use of a wrap-fee program as its primary investment vehicle.

Derek Botwinick is a financial advisor at Lumiere Financial with 23 years of industry experience. He holds a Series 63 designation and has held positions at firms including Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. In addition to his advisory work, he owns DLB Associates, which provides group benefits and Medicare insurance services. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships through a seven-advisor team, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Aimee Baehr is a CFP® with 12 years of experience in financial advising, currently serving at Total Alignment Wealth Advisors, LLC since 2013. She holds Series 63 and Series 65 licenses and operates a home-based administrative services business unrelated to investment advising. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by providing private family office services, financial planning, and investment consulting. The firm coordinates with external portfolio managers and emphasizes scenario-based planning and consolidated data access through a web-based platform.

Ivan Feinseth is a financial advisor at Tigress Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Tigress Financial Partners since 2011. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory, employing strategies such as long- and short-term trading, options, short sales, and margin.

Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Chao Xu is a CFA® charterholder with seven years of industry experience. He has been with IONE Capital Management LLC since 2016. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach that includes algorithmic asset allocation, statistical alpha strategies, and the use of options and futures, managing accounts on a discretionary basis with explicit risk management policies.

Frank Riggio is a financial advisor with Prosus Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at firms including Investacorp Advisory Services, SMCGlobal USA, and Franklin Financial Planning. Riggio holds a New York State Life and Health Insurance License and occasionally recommends insurance products as part of client financial plans. Prosus Wealth Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, combining passive and active holdings, and offers financial planning ranging from written plans to ongoing advisory services.

Jordan Hod is a financial advisor at Revel Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Revel Wealth Management, he worked at Ellkay for eight years and held positions at LeagueApps and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, nonprofits, and other entities. The firm manages portfolios using a broad range of securities and employs both quantitative and qualitative analysis, serving a small client base with a high assets-under-management per client ratio.

Howard Lisch is the principal of Lisch Investment Management LLC in Jersey City, NJ, with over 31 years of experience in the financial industry. He holds the Series 63 designation and has a background that includes roles at Leigh Baldwin & Co., LLC and Hudson River Investment Group, LLC. In addition to his work in investment management, Lisch is a certified public accountant and a practicing attorney. Lisch Investment Management LLC is a fee-only adviser providing personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth with globally diversified portfolios and integrates affiliated accounting and legal services into its wealth management offering.

Sheri Astorino is a financial advisor with The Astorino Financial Group, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior experience includes five years at Citigroup. Astorino is also an independent insurance agent. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory services or custody and clients may implement recommendations through the firm’s representatives at LPL Financial or other providers.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

Robert Guerra is the sole advisor at Guerra Pan Advisors, LLC in Montclair, NJ, with 25 years of industry experience. He has held positions at Merrill, Bank of America, N.A., Alden Capital Management Inc., and J. Alden Associates, Inc. prior to founding his current firm. Guerra holds Series 63, 65, and 66 licenses. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental and technical analysis and an internal due-diligence process to construct portfolios, managing approximately $210 million in discretionary client assets, with support from a major custodian.

Daniel Baldini is a CFA® charterholder with six years of industry experience. He is part of Oberon Asset Management, LLC, a team of four advisors based in New York, NY. Baldini has been with Oberon since 2001. Oberon Asset Management provides discretionary investment management to individuals, trusts, retirement plans, and a pooled investment vehicle. The firm follows a long-term, value-oriented approach based on fundamental analysis, investing primarily in U.S. and non-U.S. equity and debt securities.

Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.

Michael Zaremsky is a financial advisor at Valley Financial Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Lazard Asset Management and Bank Leumi USA. Valley Financial Management operates the Valley Digital Investor platform, offering discretionary portfolio management through an online, web- and mobile-based service for individual and high-net-worth clients. The firm uses automated model ETF portfolios tailored to client profiles and requires electronic account management through Valley National Bank.

Michael Tanney is a financial advisor at Pereon Wealth LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Magnus Financial Group LLC and Wanderlust Wealth Management LLC. Tanney is also a licensed insurance agent and manages personal and family investments through related entities. Pereon Wealth LLC is an SEC-registered investment adviser providing discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporating other asset classes as appropriate, and is affiliated with Galago Tactical GP LLC, which sponsors and manages a pooled private investment vehicle.

Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.