Bhimeswararao Grandhi is a CFA® charterholder with 11 years of industry experience. He is affiliated with IndoUsequities LLC and has worked at Citigroup Global Markets INC since 2006. IndoUsequities LLC provides discretionary investment management to high-net-worth and accredited individuals, family offices, and pooled investment vehicles, focusing on long/short, hedge-fund-style strategies primarily in the technology, media, and telecom sectors. The firm employs a bottom-up, growth-oriented stock-picking process that includes derivatives and selective short positions to manage risk and pursue absolute returns.

Julian Schubach is a financial advisor at Nosuris, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Oberlander Dorfman, Inc. from 2012 to 2016. Schubach has been with Nosuris since 2017. Nosuris, Inc. is a small SEC-registered advisory firm serving individuals, including high-net-worth clients, and pension/profit-sharing plans across approximately 190 client relationships. The firm provides portfolio management, financial planning, third-party money manager selection, and pension consulting and participant education services, offering both discretionary and non-discretionary arrangements.

Keith Cho is a financial advisor at Gramercy Strategic Capital LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Manchester Capital Management LLC, SunTrust Bank, and GenSpring Family Offices. Gramercy Strategic Capital LLC provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm uses a combination of analytical methods and employs both discretionary and non-discretionary account management, often directing clients to outside managers and alternative investment vehicles.

Bonnie Gurry is a Series 65-licensed financial advisor with GreenPortfolio Inc. in New York, NY, bringing two years of industry experience. She has been with GreenPortfolio since 2020 and previously worked at Pirque Ventures from 2017 to 2021. GreenPortfolio provides an online climate-scoring tool for publicly traded securities and a software-based referral service connecting individual and high-net-worth clients with third-party investment advisers. The firm operates entirely through interactive websites, using proprietary algorithms to assess companies’ carbon intensity and business practices without offering direct investment recommendations or portfolio management.

Yisha Wang is a CFP® and Series 66 credentialed advisor with nine years of industry experience. She currently works at Taurus Financial and has previously held positions at Goldman Sachs Group, Clearbrook Advisory Inc, and LPL Financial. Wang is a co-founder of Taurus Solution Inc, an accounting and tax preparation business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across about 90 client relationships. The firm uses fundamental, quantitative, and modern portfolio analysis to guide portfolio construction, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Harvey Kraus is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He holds a Series 65 designation and has been a principal and managing partner at Walnut since 2001. In addition to his advisory work, he has maintained an accounting and tax preparation practice since 1980. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm’s approach emphasizes fundamental securities analysis and asset allocation, with a focus on long-term holdings supported by regular account monitoring and use of third-party research.

Moses Silver is a financial advisor at Kensington Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kensington Capital Corp. since 1994. Outside of his advisory role, he serves on the board of Beis Menachem, attending monthly meetings. Kensington Wealth Management, LLC is a newly organized investment adviser that plans to provide discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s approach involves tailoring portfolios across various asset classes and employing multiple trading strategies while maintaining discretion over third-party manager selection and oversight.

Bernard Schonfeld is a financial advisor at Schonfeld Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Park Avenue Securities and Guardian Life Insurance Co. Bernard serves on the advisory board of Yeshiva & Beth Hamedrash Shaarei Yosher and is involved in local community financial oversight projects. Schonfeld Wealth Management offers discretionary asset management, financial planning, and retirement plan consulting primarily to businesses and institutional clients. The firm utilizes diversified investment allocations and third-party platforms like Betterment Advisor Solutions and AssetMark to provide customized portfolio solutions and retirement plan services.

Michael Powsner is a CFP® and PFS™ with 12 years of industry experience. He has worked at Upstart Wealth Management, LLC since 2014 and was previously associated with Michael Powsner CPA d/b/a Powsner & Thomas CPA's and Michael Powsner, CPA. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and various implementation vehicles, including separately managed accounts and derivatives, and manages approximately $294 million across about 89 clients.

Dhvani Udani is a financial advisor at Unique Financial Advisors LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector, Dhvani worked at Verizon from 2016 to 2024 and is currently engaged in study related to the field. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily employs passive investment management using index funds and ETFs, complemented by fundamental analysis, and integrates tax services through a separate practice operated by its principal.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Ryan Hughes is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Goldman Sachs for nine years and at Graham & Walker for one year. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm operates with multiple affiliated entities and serves a diverse client base, managing accounts primarily on a non-discretionary basis.

Michael Coleman is a CFP® with seven years of industry experience, currently serving as an advisor at Retirable since 2020. His prior roles include positions at Equity Multiple and Betterment. Retirable focuses on serving individuals who are retired or nearing retirement by providing financial planning and discretionary investment management centered on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans and implements diversified ETF portfolios through the Altruist platform.

Craig Cummings is a CFP®-designated financial advisor with 35 years of industry experience, currently serving at BCS Private Wealth Management since 2018. Prior to joining BCS, he worked at Cantor Fitzgerald & Co. for 24 years. Outside of his advisory role, he is president of RRRAJ LLC, which distributes a daily newsletter. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets using a combination of charting, fundamental, and technical analysis, with a capacity for active trading when appropriate.

Sara Rosenberg is a financial advisor at Spartan Capital Private Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Mass Mutual Investors Services, and Worden Capital Management. Rosenberg is also co-associate director at Emotions Matter, a charitable organization supporting individuals affected by Borderline Personality Disorder, where she oversees strategic growth operations. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Daniel Bussiculo is a financial advisor at Masterworks Advisers, LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Masterworks Advisers provides investment advice to individual and high-net-worth investors focused exclusively on securitized art investments issued by Masterworks affiliates. The firm uses a rules-based investment process informed by art market research, internal appraisals, and an allocation model to recommend long-term art-related securities accessed via the Masterworks platform.

Michael Jamison is a financial advisor at Griffin Asset Management, LLC in New York, NY, with 12 years of industry experience. He has held his current role since 2017 and previously worked at Lebenthal Asset Management from 2015 to 2017. He holds Series 63 and Series 65 licenses. Griffin Asset Management provides discretionary and non-discretionary investment management and customized wealth management for individuals, families, trusts, charities, and institutions. The firm employs active management techniques across core equity, fixed income, and alternative strategies, serving over 600 client relationships and managing nearly $1 billion in assets.

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years at Capital Group Private Client Services. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm manages roughly $263 million in assets with a team of 14 advisors and primarily uses passive, asset-class-weighted portfolios supported by fundamental analysis.

Axel Agami Contreras is a CFP® professional with one year of industry experience. He is currently affiliated with ANTOLINO Wealth Advisors and has prior experience at AA Financial Advisors, LLC, Kestra Advisory Services LLC, and Antolino & Associates. Before entering the financial industry, he spent six years in full-time education. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers proprietary planning processes and ongoing membership tiers designed to deliver customized portfolio management and financial planning solutions.

Steven Mc Neilly is a CFP® and ChFC® with 13 years of industry experience. He is currently with Stark Wealth Management LLC and has previously worked at American Portfolios and American Portfolios Financial Services, Inc. He serves as treasurer for the non-profit Reveal, NYC. Stark Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis with tailored model allocations and offers access to third-party money managers and managed account solutions.