Adam Spilka is a financial advisor at Huygens Capital LLC in New York, NY, holding a Series 65 credential with five years of industry experience. He has worked at Huygens Capital since 2012. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser that places clients into systematic tactical and passive index ETF/ETN portfolios. The firm serves individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments through separately managed accounts custodied via Interactive Brokers.

Peter Thomann is a CFP® professional with five years of experience at Brave Eagle Wealth Management. He is also the president and owner of Thomann Tax, Inc., a tax preparation firm serving individuals since 2005. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses with comprehensive wealth management and financial planning. The firm uses a planning process that incorporates human capital alongside financial assets and employs a blend of active management, Modern Portfolio Theory, and a core-and-satellite investment framework.

Ryan Cole is a financial advisor with Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Integrity Advisory Partners since 2012 and has a longer tenure with affiliated entities including Integrity Financial Partners and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and provides insurance placement and business consulting through Liberty Mutual. Integrity Advisory Partners LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a mix of long-term, short-term, and trading strategies with an emphasis on client involvement, managing portfolios primarily on a non-discretionary basis.

Sean Mc Cormack is a financial advisor at Cornbelt Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornbelt Financial since 2021. Outside of his advisory role, he is involved with SHFuse, Inc., a company specializing in data analytics. Cornbelt Financial serves individual clients and small service-based business owners, offering discretionary portfolio management, financial planning, tax preparation, and business services. The firm combines top-down and bottom-up analysis with various investment methods and emphasizes tax efficiency, regular risk analysis, and portfolio alignment with client goals.

Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.

Sam Hicham Alaoui is a financial advisor at 9D Capital LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 9D Capital, he worked at firms including 5D Partners LLC, Crito Capital LLC, New Alchemy, Capital Trust and Associates LLC, and Capital Frontline LLC. He is also a managing member and strategy consultant at Antimatter Capital LLC. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting services to individuals, pension and profit-sharing plans, corporations, and other entities. The firm manages approximately $10.6 million for a small client base, focusing on individualized relationships and fundamental investment analysis.

Joseph Rodriguez is a financial advisor at Matriarch Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Loyola University Maryland. In addition to his advisory role, he serves as a business consultant for JALEX LLC. Matriarch Wealth Management is a small advisory firm serving individuals, trusts, retirement plans, and business entities. The firm employs a blend of fundamental and sector analysis with modern portfolio theory, offering both active and passive strategies across various asset classes while integrating platform and network relationships into its service model.

Roberto Schwartz is a financial advisor at LifeCapital Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for 18 years. Schwartz is also a licensed insurance agent, dedicating part of his professional time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, wealth management, and financial planning, using primarily low-cost, diversified mutual funds and ETFs alongside individual securities, alternatives, and digital assets.

Edwin Adams is a financial advisor at Brewster Financial Planning LLC in Brooklyn, NY, holding a Series 65 credential with two years of industry experience. He has been with Brewster Financial Planning for ten years. Brewster Financial Planning provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation through passively managed index funds and exchange-traded funds, managing approximately $240 million for about 118 clients.

Timothy Mcfadden is a CFP® with 20 years of industry experience and currently serves as an advisor at Value Investment Professionals, LLC. Prior to joining his current firm in 2025, he spent 16 years at TJT Capital Group, LLC. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers unique features such as performance-based fees and borrowing within separately managed accounts.

Tyler Bowden is a financial advisor at Reik & Co., LLC with a Series 65 designation and two years of industry experience. He has been with Reik & Co. since 2014. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap stocks.

Kimberly Gilgeours is a financial advisor at The World Changers Investments, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Benefit Mall. Kimberly has been involved with Butterfly Focus Public Speak, a public speaking initiative, from 2020 to 2023. The World Changers Investments, LLC offers investment management and sub-advisory services to individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm focuses on third-party money manager selection and portfolio management through co-advisory agreements, providing non-discretionary advisory services where clients retain authority over investment decisions.

Sam Keylock is a financial advisor at Constitution Investment Advisory and Portfolio Management with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Reebok and Accavallo & Company. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $225 million on a discretionary basis for about 130 clients and employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and other vehicles, including derivatives strategies such as covered options.

Walter Vester is a financial advisor with Huygens Capital LLC in New York, NY, holding a Series 65 credential and 5 years of industry experience. He has been with Huygens Capital since 2012. Outside of his advisory role, Mr. Vester serves as Director of Operations Services Excellence at Boston Consulting Group, where he manages internal change programs. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser serving individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments. The firm employs systematic, low-frequency strategies using proprietary market-stress indicators across multiple asset classes and implements portfolios with broad index-based ETFs and ETNs.

Henry Beck is a financial advisor at UAS Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at the State of Maine, McKee Law, and Jabar LaLiberty Dubord LLC. UAS Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm emphasizes fundamental security analysis and concentrated equity positions for long-term value, while also managing a private pooled investment vehicle that employs a more speculative strategy.

Gavriel Kandkhorov is a financial advisor at Row Management Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Gladstone Wealth Group, and Wells Fargo Advisors Financial Network. Kandkhorov is also a licensed insurance agent with Royal Oak Insurance Agency. Row Management is an independent, single-advisor firm that provides portfolio management and personalized investment planning to individuals, high-net-worth households, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers both discretionary and non-discretionary services across a range of investment products.

Louis Berger is a financial advisor at Washington Square Capital Management LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Washington Square Capital Management since 2009. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach focuses on fundamental value analysis supported by technical and macroeconomic factors, and it offers distinct strategies including Capital Core Fixed Income, Global Allocation, and Global Balanced.

Benjamin Lewinter is a Series 65-licensed advisor at Lewinter Wealth Advisors, LLC with experience beginning in 2026. Prior to joining the firm, he worked at Palantir Technologies and held positions at Capital One, Fiserv, Columbia Engineering, and Accenture. Lewinter Wealth Advisors serves individuals, high-net-worth clients, business owners, trusts, estates, and endowments, managing approximately $162 million for about 85 clients. The firm employs a long-term, fundamentals-based investment approach centered on asset allocation and diversification, maintaining discretionary authority and conducting regular account reviews.

Abel Reyes is a financial advisor at Rimac with a Series 65 credential and one year of industry experience. He previously worked at Silicon Valley Bank and Pacific Western Bank. Rimac Capital provides tailored investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations, managing approximately $7.6 million in client assets across about 20 accounts. The firm uses a variety of analytical approaches and typically seeks discretionary trading authority to implement client-specific investment plans.

Nicholas Lin is a financial advisor at Arta Finance with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., among other firms. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and provides access to public market strategies, private funds, structured products, and listed-options strategies.