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.

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.

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.

Charles Comer is a financial advisor with Family Office Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles at firms including Muriel Siebert & Co., LLC, Dawson James Securities, Inc., and Btig LLC. Outside of his advisory work, Comer serves as Trustee and Deputy Mayor for the Village of Baxter Estates, NY, a position he has held since 2001. Family Office Advisors LLC operates as a multi-family office providing wealth management counsel to high net worth families, trusts, and individuals. The firm offers comprehensive financial planning and investment guidance using an open-architecture investment model, outsourcing portfolio management to independent third-party managers while conducting due diligence and monitoring performance.

Christopher Vroom is a financial advisor at Atlas Meridian Capital LLC, holding the CFP® and CFA® designations with three years of industry experience. He previously worked at Roanoke Asset Management Corp. for six years and has been involved with ARTADIA since 2001, an organization supporting the arts. Atlas Meridian Capital primarily serves pooled vehicles and institutional investors while also providing portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach combining various analytical methods and offers a regularly published newsletter with specific investment recommendations.

Lorna Hayden is the sole advisor at Greenwood Hayden Legacy Partners in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has led the firm since 2019 following several years on sabbatical. Greenwood Hayden Legacy Partners is a registered investment manager specializing in discretionary management of private pooled vehicles and single-investor funds for qualified eligible participants, institutional investors, and high-net-worth clients. The firm employs a diversified algorithmic fixed-income strategy using systematic, rules-based models that trade across multiple liquid markets, emphasizing transparency and institutional scalability.

Janet Yearwood is a financial advisor at Yearwood Financial in New York, NY, holding the CFA® designation and Series 63 license with 11 years of industry experience. She previously worked at Lazard Asset Management and J.P. Morgan Institutional Investments. Yearwood Financial is an independent, fee-only registered investment adviser that provides financial planning and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of passive and active investment strategies and offers portfolio management tailored to client objectives, including services for institutional clients.