Michael Woloch is a CFP® and Series 65-licensed advisor with Financial Strategy Advisors, LLC, where he has worked since 2014. He has 12 years of experience and operates a solo independent advisory practice in Bayside, NY. Outside of financial advising, he devotes significant professional time to an unrelated dental practice. Financial Strategy Advisors, LLC is a fee-only registered investment adviser that provides personalized financial planning to individual clients, including high-net-worth individuals. The firm offers services through flat-fee retainers and focuses on recommendations involving mutual funds and ETFs, without managing client assets or executing trades.

Vincent Travagliato is a financial advisor with WealthWise, LLC, an independent firm based in Mount Kisco, NY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. In addition to his advisory role, he practices as a trust and estate lawyer. WealthWise, LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, focusing on long-term trading strategies supported by charting, fundamental, and technical analysis. The firm prepares written Investment Policy Statements and conducts regular reviews without discretionary trading authority.

Zafer Atlas is a CFA® charterholder and Series 63 licensee based in New York, NY, with three years of industry experience. He is the sole advisor at Sanity Capital Management LLC, where he has worked since 2021. Prior to this, he was involved with Tothelift.com LLC and Bloom Tree Partners LLC and currently serves as a senior advisor on the advisory board of House Studios, LLC, a social impact-driven entertainment and e-commerce company. Sanity Capital Management LLC provides discretionary portfolio management to individuals, high net worth clients, and family offices, focusing on long/short equity strategies that utilize regulatory disclosures, quantitative and qualitative research, and macroeconomic analysis. The firm employs margin lending and short selling within separately managed accounts and offers limited ancillary financial planning tied to portfolio management.

Carlos Peraza is a financial advisor at Mon Capital Management LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. He is also a partner at SP Family Office LLC since 2008 and a shareholder in SP Capital International S.A., a Panama-registered investment management firm that operates independently of his primary advisory roles. Mon Capital Management provides investment advisory services primarily to high‑net‑worth individuals, their corporate entities, and trusts, offering both discretionary and non‑discretionary portfolio management. The firm uses a multi-disciplinary research process and applies Modern Portfolio Theory with strategic and tactical allocations, employing a range of instruments and alternative investments to meet client objectives.

Gregory Prato is a financial advisor at Prato Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Outside of his advisory role, he is involved in commercial real estate and aviation holding companies. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm uses an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers portfolio management through both traditional advisory and wrap fee programs.

Suneil Kalantry is a CFA® charterholder and financial advisor at Kalantry Advisors LLC with six years of experience at the firm and a total of twelve years in the industry through his affiliation with Kalantry LLP. He is also a CPA and partner at Kalantry LLP, where he occasionally provides accounting-related advice or products to clients. 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, delivering client-specific investment policy statements, portfolio monitoring, and access to third-party money managers and managed account solutions.

James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior business experience spanning over a decade with Newsearch Equipment & Salvage, a retail company selling used parts for diesel tractors and other equipment. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, including pension and 1031 exchange consulting, as well as a bundled Micro Family Office program that coordinates estate, tax, and wealth-transfer planning.

Avraham Ziv is a financial advisor at Dorado Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Western International Securities, Inc., and Northeast Asset Management LLC. Outside of advisory services, he is also registered as a non-variable insurance agent. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds and charitable organizations. The firm primarily manages assets on a non-discretionary basis and utilizes third-party investment managers through the Schwab platform.

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.

Carol Mammone Desimone is a financial advisor at Abbondandolo Wealth Management Corp with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abbondandolo & Co since 2006. Desimone is also a Certified Public Accountant and occasionally provides clients with advice or products from her accounting practice. Abbondandolo Wealth Management Corp offers fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm follows a strategic asset-allocation approach using the SEI investment platform, emphasizing diversification and disciplined rebalancing.

Daniel Eccleston is a CFP® with 27 years of industry experience, currently serving as an advisor at The Bendix Financial Group, Inc. He has worked at The Bendix Financial Group since 1997 and Royal Alliance Associates, Inc. since 1998. In addition to his advisory role, he assists clients with life, health, and long-term care insurance and prepares individual tax returns on an as-needed basis. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and retirement plans, utilizing a range of investment strategies and third-party program managers. The firm emphasizes individualized asset allocation through proprietary tools and offers both wrap and non-wrap advisory services.

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®-certified financial advisor with 12 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC. She has been with Total Alignment since 2013 and also owns a home-based administrative services business that provides clerical support unrelated to investment activities. Total Alignment Wealth Advisors specializes in serving high-net-worth and ultra-high-net-worth individuals and families with private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning and coordinates with clients’ outside portfolio managers rather than managing assets directly.

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 6 years of industry experience. He has been with IONE Capital Management LLC for 10 years in various roles and is currently based in Hoboken, NJ. 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, utilizing statistical alpha strategies, algorithmic asset allocation, and a combination of technical and fundamental analysis, while adhering to explicit risk management policies.

Frank Riggio is the managing member of Prosus Wealth Management in New York, NY, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp Advisory Services and Franklin Financial Planning. Mr. Riggio also holds a New York State Life and Health Insurance License and occasionally recommends insurance products as part of financial planning. Prosus Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $8.1 million in discretionary portfolios. The firm uses a written Investment Policy Statement and strategic asset allocation based on Modern Portfolio Theory, employing a core-and-satellite approach with quarterly reviews.

Denis Baftiq is a CFP® at Midfield Private Wealth, LLC with one year of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Merit Financial Group, and several other financial and educational institutions. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs a blend of passive and active strategies with a focus on fundamental analysis, offering discretionary and non-discretionary portfolio management tailored to client needs.