Harry Armon is a financial advisor with ARCAP Partners LLC in Plainview, NY, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His work history includes roles at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. Outside of advising, he manages a business that operates automobile rentals in the South Florida market. ARCAP Partners LLC provides financial planning and discretionary investment management services to individual and high-net-worth clients. The firm employs a strategic, risk-based asset allocation approach using a mix of ETFs, mutual funds, and alternative investments, and manages approximately $40.5 million across around 34 accounts.

George Spritzer is a CFA® charterholder with 16 years at Southland Investments and 18 years of experience in the financial industry. He is based in Roslyn Heights, NY, and has worked at Bright Trading LLC since 2008. Outside of advisory work, he receives nominal compensation from a public blog. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology focused on passively managed index funds and ETFs, managing downside risk through a trailing sell-stop discipline and proprietary indexes.

Bahman Mossavarrahmani is a financial advisor at UAS Asset Management in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with United American Securities, Inc. since 1987. UAS Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs fundamental security analysis with a focus on concentrated equity positions for long-term value, and also manages a private pooled investment vehicle that pursues a more speculative strategy involving derivatives, short selling, and margin.

Yuanhao Feng is a financial advisor at Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has professional experience working at Quantel AI Inc. as well as academic roles at Rutgers Business School and the University of Oregon. Quantel provides investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app, offering investment research, non-discretionary advice, and discretionary management. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to construct portfolios aligned with client risk profiles.

Ayelet Kindler is a CFP® professional with 26 years of experience in the financial industry. She is currently with Valley Financial Management, Inc. and has previously worked at Leumi Investment Services Inc. and Bank Leumi USA. She holds Series 63 and Series 65 licenses. Valley Financial Management operates as Valley Digital Investor, serving individual and high-net-worth clients through an online platform that delivers discretionary portfolio management and automated ETF model implementation. The firm’s portfolios are based on client information and are managed with periodic rebalancing, offering solutions from conservative income to aggressive growth.

Michael Mongiello is a financial advisor with Old Bridge Wealth, Inc. in Syosset, NY, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at firms such as SCF Securities, Inc., EisnerAmper, United Advisors, and American Portfolios Advisors, Inc. Outside of his advisory work, he has been involved in mechanical contracting and owns a tax preparation business. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, and business entities without an account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory, utilizing a wide range of investment vehicles and third-party managers in both long-term and active strategies.

John Kelly is a Series 63 licensed financial advisor at Radix Organization, Inc. in New York, NY, with 5 years of industry experience. He has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across both long- and short-term trading strategies, managing about $200 million for roughly 90 clients.

Michael Bernstein is a CFP® professional with three years of industry experience. He is currently with Lionshead Wealth Management, LLC and previously worked at Noble Financial Group, Equinox, Investor Solutions, Brightscape Investors, and the University of Miami. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm offers customized portfolios aligned with client objectives and risk tolerance, employing model portfolios and strategies such as Modern Portfolio Theory and tax-loss harvesting.

Linda Mccurdy is a financial advisor with Radix Organization, Inc., holding a Series 63 designation and five years of industry experience. She has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a range of analytical approaches and trading strategies to tailor and manage equity-focused portfolios, overseeing approximately $200 million for around 90 clients.

Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of its parent company, Autonomous Technologies Group Inc. He holds Series 63 and Series 65 licenses and has professional experience primarily in financial leadership roles since 2025. Prior to his current positions, he held several roles in the hospitality and entertainment industries. He is also a co-owner of a wine bar in Grand Rapids, Michigan, and a holding company involved in venture capital investments. Autonomous Wealth Management LLC provides discretionary investment management to a select group of individual retail investors through an AI-driven digital platform. The firm utilizes proprietary systems to construct portfolios from ETFs and direct-indexed equities, operating with an invitation-only client base and integrating portfolio management with custodial services through Apex Clearing Corporation.

Thomas Wong is a financial advisor at BroadCore Investments LP and holds a Series 65 designation with two years of industry experience. He has worked at Invesco, Inc. and Invesco Services, Inc. for over two decades in the New England division. BroadCore Investments LP provides discretionary portfolio management for high-net-worth individuals, institutions, and qualified pension plans, focusing on long-only, ETF-based strategies driven by a proprietary quantitative market-timing model using VIX and RVX measures. The firm manages a small client roster with a minimum account size of $500,000 and employs daily discretionary reviews and risk-control overlays.

Robert Braglia is a financial advisor with American Financial & Tax Strategies, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has been with American Financial & Tax Strategies since 1992. In addition to advisory work, he performs trustee and executor duties for certain clients. American Financial & Tax Strategies provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, and business entities. The firm emphasizes comprehensive financial planning combined with discretionary portfolio management, typically using exchange-traded and mutual funds with a focus on institutional-class shares and tax-aware rebalancing.

Sara Glaz is a financial advisor with MWM Group LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and MWM Group since 2015. Glaz is the founder of the Women’s Estate Planning Group, a marketing initiative focused on serving women. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, overseeing approximately $431 million in discretionary assets. The firm primarily manages accounts on a discretionary basis using proprietary asset-allocation models and offers a wrap-fee program as its sole portfolio manager.

Christopher Dicostanzo is a financial advisor at Penbrook Management LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience in healthcare consulting and software management. Outside of advisory work, he is involved in consulting on patient engagement services through Dico Management, LLC, and manages golf league software via YGS Golf, LLC. Penbrook Management LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management and financial planning. The firm emphasizes fundamental and qualitative analysis, building portfolios concentrated in individual equities aimed at capital appreciation, supplemented by bonds and other instruments.

Barbara Chacour is a CFA® charterholder with 59 years of industry experience. She is a portfolio manager at Penbrook Management LLC and has been with the firm since 2010. She also works with Beech Hill Securities, Inc. since 2013. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides discretionary portfolio management and financial planning, focusing on fundamental and qualitative analysis to build portfolios concentrated in individual equities, supplemented by bonds and other instruments, with strategies tailored to client objectives.

Alexander Fleiss is a Series 65-licensed financial advisor at Rebellion Research with 12 years of industry experience. He has been with Rebellion Research since 2005 and has served at Rebellion Research Advisors, LP since 2013. Outside of his advisory role, Fleiss is a manager of Rebellion Research Partners LP, a hedge fund. Rebellion Research Advisors, L.P. manages discretionary portfolios for approximately 75 clients, including both high-net-worth and non-HNW individuals, using a systematic, machine-learning-based investment process. The firm combines retail advisory services with hedge fund management, employing proprietary technology and risk-optimization techniques across its Global Equity and Absolute Return strategies.

John Perrone is a financial advisor at Brixton Capital Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. Perrone co-owns Good News Investors LLC, a non-investment-related business, and is a co-owner of Miles Parker Associates, LLC, a financial services recruiting firm. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate clients, managing approximately $212 million across around 819 accounts. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental and charting analysis, modern portfolio theory, and derivatives strategies.

Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.

Paul Ayala is a financial advisor at Garrison Bradford & Associates Inc with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he is a partial owner of ForBuy Auto Inc, a business involved in buying and selling automobiles. Garrison Bradford & Associates is an SEC-registered investment adviser that manages discretionary, separate accounts for individuals, tax-exempt entities, and investment partnerships. The firm emphasizes long-term, fundamentally driven growth investing and tailors portfolios to client objectives while managing risk through diversification.

Mahatir Sikder is a financial advisor at Matrix Private Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Matrix Private Wealth Management since 2015. Matrix Private Wealth Management serves individual clients, including high-net-worth individuals, charitable organizations, and businesses by providing discretionary and non-discretionary portfolio management, model portfolio placement, and referrals to third-party money managers. The firm advises primarily on mutual funds and ETFs, customizing allocations based on clients’ objectives and risk tolerance, and employs a range of investment methods including technical and fundamental analysis as well as Modern Portfolio Theory.