Ping Yin is the sole advisor at YIN Financial Planning and holds the CFP® designation, with over 21 years of experience in financial services and accounting. She founded Yin Financial Service, LLC, an accounting and tax preparation firm, and manages both businesses concurrently. YIN Financial Planning is a fee-only firm providing comprehensive and limited-scope financial planning to individuals and families, focusing on tax, retirement, investment allocation, and other areas. The firm does not provide investment management or execute trades, with clients responsible for implementing recommendations.

Simon Wu is a financial advisor at Edgewater Management Partners LLC in Fort Lee, NJ, holding a Series 65 designation with six years of industry experience. He has been with Edgewater Management Partners since 2019. Edgewater Management Partners LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and other entities, including a significant number of non-U.S. investors. The firm employs an equity long-short strategy using fundamental analysis combined with proprietary models, actively utilizing derivatives and leverage in managing tailored portfolios.

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.

Sagar Bhimavarapu is a CFA charterholder with 27 years of industry experience. He is the principal of Mountain Avenue Capital LLC, an independent advisory firm based in New Providence, NJ. Prior to his current role, he worked at CIBC World Markets Corp and Scotia Capital (USA) Inc. Outside of his advisory work, he serves as Chief Executive Officer of the IIT (BHU) Foundation, Inc., a nonprofit fundraising organization for his alma mater. Mountain Avenue Capital LLC provides discretionary and non-discretionary portfolio management and hourly financial planning primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental analysis and Modern Portfolio Theory in its investment approach and accepts business entity clients, which is relatively uncommon among independent advisors.

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.

David Marks is the sole advisor at One Across Capital, LLC in Maplewood, NJ, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has served as a private investor since 2006 and founded One Across Capital in 2012. One Across Capital provides discretionary investment management to individual and high-net-worth clients, offering customized portfolios with a range of strategies including long/short equity, use of leverage, and options trading. The firm conducts thorough client assessments and internal asset management, emphasizing quarterly account reviews and a disciplined approach to risk.

Alfred Frank is the sole advisor at Frank Capital Management LLC in Parsippany, NJ, holding a Series 65 credential with 23 years of industry experience. He has led Frank Capital Management since 2009. Outside of financial advising, he is a minority member and associate of Rubin & Frank Marketing LLC, which provides search engine optimization services for e-commerce clients. Frank Capital Management LLC manages discretionary separately managed accounts for individuals and trusts, focusing on fundamental, value-oriented analysis to build concentrated, long-term portfolios primarily of undervalued common stocks listed on the NYSE and NASDAQ. The firm also incorporates options and other derivatives in client accounts for risk management and position adjustments, a practice that is uncommon among independent advisory firms.

Anthony Apostolico is the sole advisor at DGM Asset Management, L.L.C. in South Orange, NJ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with DGM Asset Management since 2000. DGM Asset Management provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis supplemented by technical and cyclical methods, offering strategies from long-term holdings to short-term trading, while generally avoiding market timing and tailoring portfolios to client restrictions.

Samia Mahnoor is a financial advisor at United Success Wealth Management with one year of industry experience. She holds a Series 66 designation and previously worked at Spartan Capital Securities, LLC, GroupM/WPP, Xaxis LLC, and OTG Management. United Success Wealth Management provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm uses a combination of fundamental, technical, and macroeconomic analysis alongside Modern Portfolio Theory to build customized portfolios and offers services including discretionary and non-discretionary portfolio management, standalone financial plans, and educational seminars.

Christopher Gula is a CFA® charterholder and a financial advisor with Summit Place Financial Advisors, LLC, where he has worked since 2018. He has five years of industry experience, including prior work at Dream Forward Solutions. Summit Place Financial Advisors provides discretionary, fee-only investment advisory services and financial planning to individuals and high net worth clients. The firm manages approximately $300 million in discretionary assets and employs a portfolio strategy focused on individual equities, fixed income, and select mutual funds and ETFs.

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.

Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.

Mark Blinderman is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He has been with Walnut Investment Services since 2001. 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 emphasizes fundamental securities analysis and asset allocation, providing both discretionary portfolio management and consultative guidance tailored to client goals.

James Lovas is a financial advisor at Xpotential Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Family First Firm, Friday Engineering, and Synopsys Inc. Xpotential Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, estates, foundations, and small businesses. The firm employs globally diversified portfolios using low-cost index funds and ETFs, combining strategic asset allocation with tactical risk adjustments, and offers specialized services such as Treasury Management and 401(k) plan-level management.

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.

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.

Aimee Baehr is a CFP® certified financial advisor with 12 years of industry experience, currently practicing at Total Alignment Wealth Advisors, LLC. She has been with the firm since 2013. Outside of her advisory role, she owns a home-based business providing clerical and administrative non-investment related services. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by offering private family office services, comprehensive financial planning, and investment consulting. The firm coordinates with clients’ outside portfolio managers, emphasizing scenario-based planning and consolidated data access through a web-based platform.

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.