Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

Austin Cagley is a financial advisor at IADVISE Partners with a Series 65 credential and one year of industry experience. Prior to joining IADVISE Partners in 2026, he worked in the fitness industry, including roles at Barry's Bootcamp LLC and ONE PELOTON LLC. He is involved with Barry's Bootcamp LLC and Cadence Innovation Labs LLC in fitness-related capacities. IADVISE Partners provides investment advisory and asset allocation services to individuals, corporations, trusts, and charitable organizations, typically serving high-net-worth clients. The firm offers customized portfolio management and family office services with an investment approach that includes equities, fixed income, options, alternative investments, and the use of hedging and leveraging techniques where appropriate.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Paul Reback is a CFP® professional with 15 years of industry experience. He is the principal of Capital Estate Advisors, Inc., where he has worked since 1993. In addition to his advisory work, he holds insurance agent licenses in several states and is appointed with various carriers. Capital Estate Advisors, Inc. provides discretionary investment supervisory services primarily to individual clients, high-net-worth individuals, trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with a generally long-term holding horizon and occasional option writing, offering both portfolio management and standalone financial planning services.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to founding KP7 Investors in 2021, he spent 21 years at Davis Selected Advisors and one year at Castle Hill Capital Partners. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates defined as “Qualified Clients.” The firm employs a long-term, low-turnover investment approach combining proprietary research, third-party analysis, and AI tools for decision support, managing a select client base with a focus on portfolio alignment with financial, tax, and risk considerations.

Steven Abernathy is the owner of Abernathy Group II LLC and holds a Series 63 designation with 41 years of industry experience. He previously worked at Dinosaur Financial Group, LLC from 2017 to 2023 and has been involved with Abernathy Group II since 2009. Outside of advisory services, he owns a separate entity that acquires distressed real estate. Abernathy Group II LLC provides family office services and separately managed accounts to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a core-and-satellite investment approach using factor-based index ETFs combined with active management, and also offers pension consulting and services for employer-sponsored 401(k) plans.

Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham Lane since 2016. In addition to his advisory role, Olivieri is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC offers discretionary investment management services to individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation through concentrated portfolios and uses a variety of investment instruments, including derivatives.

Allon Harris is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Leumi Investment Services Inc. for eight years before joining Valley Financial Management and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach is based on client profiles and offers six target portfolios that are automatically managed and periodically rebalanced.

Daniel Veliz is a CFA® charterholder based in New York, NY, currently with Franco Financial Advisors, Inc. He has been working in financial advisory and consulting roles since 2019, including time at Franco Financial Group, Inc. Veliz spends a portion of his time providing corporate and personal financial consulting through Franco Financial Group, Inc. Franco Financial Advisors, Inc. serves individuals, high net worth clients, trusts, estates, and businesses, typically with relationships starting at $1 million. The firm manages approximately $72 million in assets and offers customized portfolios using various securities while integrating investment banking and corporate finance services through its parent company.

Most people come to me at a similar point in life: income has jumped, life has gotten complicated faster than anyone prepared them for, and they have no time to sort it out. That's where I come in. I'm a CFP® professional and financial advisor with Firebrand Wealth Management, a women-owned fee-only fiduciary RIA. Our firm serves women, their families & allies, along with people that our industry has traditionally overlooked. That's the work I care about. I'm also a first-generation professional, and many of the people I work with are building wealth without a foundation. That includes LGBTQ+ households. I mentor first-generation business students at Rutgers for the same reason. My clients typically fall under two buckets: - Physicians, from residency training through pre-retirement. Residents and fellows moving into attending roles, mid-career doctors weighing partnership decisions (e.g., private practice, private equity-backed, or non-profit), and attendings planning for their next step. Student loans and PSLF, contract review, retirement plans, estate planning, and asset protection. - Early-career professionals in tech, marketing, law, and consulting whose pay is complicated and who are making these calls for the first time. Equity compensation like RSUs and ISOs, tax planning, cash flow, and an investment strategy you can stick with.

Bob Jahelka is a financial advisor at DSJ Wealth Management LLC with four years of industry experience. He holds the PFS™ and Series 63 designations and has been a partner at Demasco, Sena & Jahelka, LLP, an accounting firm, since 1993. DSJ Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm typically allocates client assets to independent third-party investment managers while tailoring direct advice to client risk tolerance, time horizon, and liquidity needs.

Theodore Krauss is the principal of Krauss Whiting Capital Advisors LLC in Stamford, CT, holding a Series 65 license and bringing 26 years of industry experience. He is also the managing partner and founder of Krauss Whiting CPAs LLP, a certified public accounting firm where he performs public accounting services. Krauss Whiting Capital Advisors provides individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a combination of fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence as part of its investment process.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets from 2007 and other positions from 2016 to 2020 before joining Blue Ox in 2021. Blue Ox Capital Management provides advisory services to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm focuses on manager selection and due diligence without discretionary portfolio management or trading of client accounts.

Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a manager and analyst at Kahn Brothers Advisors LLC, where he has been working since 1978. His career includes extensive roles within affiliated investment advisory and asset management entities. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a modified value investing approach focused on bottom-up fundamental analysis of publicly traded U.S. equities, emphasizing downside protection and typically holding investments for three to five years or longer.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 19 years of industry experience. Prior to founding The Quick Group in 2025, Leslie spent ten years at Stifel, Nicolaus & Company, Incorporated. Leslie also serves as a registered representative for Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trusts or foundations. The firm emphasizes separate-account portfolio management with a combination of top-down and bottom-up investment processes, tax-aware strategies, and cost-conscious portfolio construction across a range of asset classes.

Jona Saraci is a financial advisor at Kineo Capital LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Morgan Stanley, Aksia, and PwC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, using a combination of fundamental, technical, quantitative, and qualitative analysis alongside artificial intelligence and machine learning tools. The firm manages multiple strategies, including equity and derivatives programs, and serves as a sub-adviser to private funds and pooled investment vehicles.

Naoka Nakagawa is a financial advisor at Prism Planning and Solutions Group with 23 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Insight Advisors, LLC. Nakagawa joined Prism Planning and Solutions Group in 2026. Prism Planning and Solutions Group is a newly registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers a broad range of retail services including financial planning, coaching, estate-planning document services, and discretionary investment management, with an investment approach focused on diversified asset allocation using ETFs and modern portfolio theory principles.

Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Cetera Financial Specialists LLC and Prime Number Capital, LLC. In addition to his advisory work, Luo serves as an adjunct assistant professor teaching accounting courses at Baruch College. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting for individuals, employer-sponsored plans, and small businesses. The firm uses an asset-allocation approach based on modern portfolio theory and fundamental analysis, combining passive and active investments tailored to clients’ goals and risk tolerance.

Amanda Spiteri is a financial advisor at Valley Financial Management, Inc. in New York, NY, with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Northwestern Mutual Investment Services LLC and Valley National Bank. Valley Financial Management, operating as Valley Digital Investor, provides discretionary portfolio management and automated ETF model portfolios through an online platform designed for individual and high-net-worth clients. The firm relies on client information to generate target portfolios that are automatically implemented and periodically rebalanced.