David Greenberg is a financial advisor at Watchstone Wealth Management LLC in New York, NY, with 11 years of industry experience. He holds the Series 66 designation and has been with Watchstone since its founding in 2014. Outside of his advisory role, he serves as Treasurer for his Dartmouth College class. Watchstone Wealth Management provides investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm focuses on customized portfolio management primarily using exchange-traded funds, employing a fundamental analysis approach with a long-term investment orientation.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Edward Rosenfeld is the principal of Foresight Advisors, an independent investment advisory firm based in New York City. He holds Series 63 and Series 65 licenses and has 5 years of industry experience. Rosenfeld is also a partner and COO of Rosenfeld Media LLC, which operates publishing, conferences, and training businesses focused on UX design and general business topics. Foresight Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, foundations, non-profits, and pension and profit-sharing plans. The firm typically implements client strategies through unaffiliated subadvisors using portfolios based on Modern Portfolio Theory and passive asset-class exposures, and it accepts pension and profit-sharing plan clients as a notable part of its business.

Roberto Bandelli is a financial advisor with Wisdom Capital Asset Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Lazard Frères & Co. LLC since 2006. Bandelli is also the sole partner of Wisdom LLC, a strategy consulting firm that is currently inactive. Wisdom Capital Asset Management is a boutique SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, family offices, private funds, corporations, and other investment advisers. The firm focuses on long-term capital growth and income with reduced volatility, using a combination of fundamental, technical, and quantitative research across multiple asset classes.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Javier Ryzowy is an investment advisor with Hillstrong, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities Inc. for over two decades and has been involved with Hillstrong LLC since 2024. Outside of his advisory work, he serves as managing member of Hudson RE Holdings LLC, a dormant real estate holding company. Hillstrong is a New York-registered investment adviser that provides discretionary portfolio management primarily for institutions and pooled vehicles, with services also available to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using a range of investment tools, including listed securities, options, fixed income, variable insurance products, and alternative investments.

Stephanie Dearmont is a Series 65-licensed advisor with Watch Hill Advisors, LLC in New York, NY, where she has worked since 2011. She has 15 years of industry experience. Outside of her advisory role, she contributes as a writer for the web-based magazine BritishFoodInAmerica.com. Watch Hill Advisors provides discretionary investment management to individual investors and trusts, including some high-net-worth clients, using strategic asset allocation tailored to each client's goals. The firm employs a top-down economic and sector analysis to construct diversified portfolios primarily composed of index-based ETFs and selectively screened mutual funds.

Samuel McPherson is a CFP® professional with 17 years of experience at McPherson Financial Advisors, Inc. in New York, NY. He has focused on financial planning and investment management since 2009. McPherson Financial Advisors, Inc. provides financial planning and discretionary investment management to individuals, families, trusts, estates, small businesses, and pension plans. The firm employs a core-and-satellite investment approach emphasizing low-cost passive index funds and ETFs, supplemented by active funds or individual securities, and offers specialized pension consulting services uncommon among independent advisors of similar size.

David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

Sterling Jasper Jr. is the sole advisor at Barak Asset Management LLC and holds a Series 66 designation with seven years of industry experience. He has been involved with Sterling Advisory Services, LLC since 2009 and has operated All Occasions Concierge for 20 years. Outside of financial advisory, he also has business interests in Jersey Mike’s sub shops. Barak Asset Management provides investment advisory and portfolio management services to individuals, pension plans, foundations, government entities, private funds, and corporations. The firm employs a global-core asset allocation approach with ESG screening and focuses on portfolios that prioritize consistent dividends, tailoring strategies to client-specific objectives and restrictions.

Joseph Castignetti is the principal advisor at West Village Wealth LLC, an independent registered investment adviser based in Brooklyn, NY. He holds the Series 65 credential and has recently established his advisory practice after working in various roles at firms including Goldman Sachs, Verizon, and Toyota Motor North America. Castignetti also has experience in business and management from Northwestern University Kellogg School of Management and Boston College. West Village Wealth provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm integrates fundamental analysis with modern portfolio theory, utilizing a combination of passive and active investment strategies, and offers options such as socially responsible investing and cryptocurrency exposure.

Danny Saporu is a financial advisor at New Street Advisors Group LLC in New York, NY, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Credit Suisse Securities (USA) LLC and the University of Chicago Booth. He also participates in media contributions and venture investing activities outside of his advisory work. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers educational seminars and workshops, tailoring investment recommendations through written Investment Policy Statements and employing a variety of securities and trading strategies as appropriate.

Sunil Joshi is a financial advisor with Quadram Capital LLC, holding a Series 65 designation and nine years of industry experience. He has been with Quadram Capital since 2016, including a brief period as self-employed earlier that year. Quadram Capital LLC provides portfolio management, advisory consultation, and retirement plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, and other business entities. The firm utilizes both fee-based passive portfolio strategies and an active trading program, incorporating fundamental and technical analysis along with the use of leverage, derivatives, and other advanced trading tools within separately managed accounts.

Pasquale Pisani is a financial advisor at Avanti Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kingsview Wealth Management from 2016 to 2022. Pisani is also involved with Avanti REO LLC, a special purpose entity related to investment activities. Avanti Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and offers ERISA-compliant retirement plan services, combining fiduciary consulting with licensed insurance product offerings.

Ariel Tavor is a financial advisor at Lions Financial Advisory in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Penn Mutual and Hornor Townsend & Kent Inc. Outside of advisory work, he serves as a board member and treasurer for a local charity and is involved in technology and marketing consulting as well as travel consulting businesses. Lions Financial Advisory is an independent firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm provides discretionary portfolio management and written financial planning using multiple analytical methods, with customized management aligned to clients' objectives and risk tolerances.

Eric Diandrea is a financial advisor at WealthUnite Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at WealthUnite Advisors since 2017. Outside of advisory work, he serves as CFO of DiAndrea Design and Development, a real estate development company. WealthUnite Advisors primarily serves U.K. expatriates in the U.S. with overseas pension assets and U.S. residents seeking investment advice. The firm provides non-discretionary portfolio management focused on international pension arrangements, using mutual funds, ETFs, UCITS, and individual securities.

Dilshod Jumaniyazov is a CFA® charterholder and principal advisor at Musaffa LLC with experience encompassing his roles at Musaffa entities and Wells Fargo since 2014. He serves as Chief Executive Officer, Chief Financial Officer, and Chief Investment Officer of Musaffa LLC and Musaffa, Inc. based in New York, NY. Musaffa LLC provides investment advisory services primarily to individual and high-net-worth clients via a digital platform featuring discretionary portfolio management and a model-based recommendation service. The firm integrates Shariah compliance standards and proprietary analytical frameworks into its investment process, distinguishing its offering with an internet-only distribution model and a combination of advisory and subscription-based services.

M. Kimerly Polak is a CFP® professional with 4 years of industry experience, affiliated with Polero Ice Advisers in New York, NY. She has been with the firm since 2008, which she founded. Polero Ice Advisers is a fee-only independent advisory firm serving primarily high-net-worth individuals, charitable organizations, and clients with more modest resources. The firm focuses on low-cost, diversified portfolios using exchange-traded and mutual funds, with discretionary management carried out within client-established guidelines and a billing model that avoids percentage-of-assets fees.

Joseph Grundy is a CFP® professional with eight years of industry experience and has been self-employed since 1988. He operates Grundy Financial Advisory Services as a sole advisor and engages in gold futures trading for his own personal benefit. Grundy Financial Advisory Services provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs and maintaining a long-term investment approach tailored to clients’ risk tolerance and objectives.