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.

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.

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio 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.

Robert Ruggirello is a CFA charterholder with 10 years at Brave Eagle Wealth Management and five years of industry experience. Before his financial advisory career, he served 20 years with the FDNY. Brave Eagle Wealth Management provides wealth management, financial planning, and portfolio management services to individual investors, including high-net-worth clients, and small businesses. The firm employs a planning process that incorporates human capital modeling and uses a combination of active management, Modern Portfolio Theory, and a core-and-satellite investment framework, offering customized, tax-aware strategies and periodic educational workshops.

David Steiner is the principal and sole advisor at Purple Dog Investments LLC in Springfield, NJ, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors and Investors Capital Corp. Steiner also owns Zebulon Tax Advisory LLC, operates as a fixed insurance agent, and serves as an adjunct college professor teaching economics, finance, and math. Additionally, he has experience as a political campaign treasurer. Purple Dog Investments provides investment advisory and consulting services to individuals, including high-net-worth clients, primarily managing assets through model portfolios on the Charles Schwab platform. The firm offers discretionary management using predefined model allocations and integrates financial and tax planning services, with custody and execution conducted through Charles Schwab.

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. 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 businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Sunil Joshi is a financial advisor at Quadram Capital LLC in Jersey City, NJ, holding a Series 65 designation with nine years of industry experience. He has been with Quadram Capital since 2016. 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 business entities. The firm employs both passive and active trading strategies, including the use of borrowing, derivatives, and advanced trading tools, and offers ERISA fiduciary retirement plan advisory and pension consulting services.

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 the chief executive officer, chief financial officer, and chief investment officer of Musaffa LLC. He has experience working at Wells Fargo from 2014 to 2021 and has been with Musaffa entities since 2020. Jumaniyazov is based in New York, NY. Musaffa LLC serves individual and high-net-worth investors through an internet-only platform, offering discretionary portfolio management and non-discretionary recommendation services. The firm uses a structured suitability questionnaire and a composite scoring framework incorporating systematic, quantitative, and fundamental analysis, with Shariah-compliance integrated into its screening process.

M. Kimerly Polak is a CFP® professional with five years of industry experience and has been with Polero Ice Advisers since 2008. She operates as the sole advisor at the independent firm based in New York, NY. Polero Ice Advisers is a fee-only advisory firm serving primarily high-net-worth individuals, charitable organizations, and clients with more modest resources. The firm manages discretionary accounts using low-cost, diversified portfolios primarily through exchange-traded and mutual funds, employing a billing model based on retainers, hourly fees, or fixed planning fees rather than percentage-of-assets charges.

Christopher Vroom is a CFP® and CFA® charterholder with four years of industry experience. He is the sole advisor at Atlas Meridian Capital LLC, where he has worked since 2025. Prior to this, he spent six years at Roanoke Asset Management Corp. and has been involved in the art and culture sector since 2015. Vroom also holds a longstanding role with ARTADIA, a nonprofit organization focused on supporting visual artists. Atlas Meridian Capital is an independent adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management and financial planning, employing a combination of analytical methods and strategies, including options trading and long-term equity exposure.

Janet Yearwood is the principal and sole advisor at Yearwood Financial in New York, NY. She holds the CFA® designation and Series 63 license and has 12 years of industry experience, including roles at Lazard Asset Management and J.P. Morgan Institutional Investments Inc. Yearwood Financial is an independent, fee-only firm that provides comprehensive and project-based financial planning, as well as discretionary or non-discretionary investment management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of passive and active management, fundamental analysis, and selective use of outside managers, with a focus on institutional-style portfolio management and documented client objectives.

Andre Jean Pierre is a financial advisor at Aces Advisors with 14 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to his current role. Outside of advising, he owns a visual art company specializing in event photography and videography and contributes educational and opinion content to Forbes Magazine. Aces Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, retirement plans, and business entities. The firm emphasizes non-discretionary client relationships and employs a combination of fundamental analysis, modern portfolio theory, technical analysis, and options strategies in portfolio construction.

Igor Tsukerman is a financial advisor at Eureka Wealth Solutions with 12 years at the firm and a total of 4 years of industry experience. He holds a Series 65 designation and previously worked at Passed Pawn Capital for five years. Eureka Wealth Solutions provides discretionary and non-discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, retirement plans, and institutional clients. The firm focuses on thematic and impact investing and uses a combination of algorithmic allocation, tax-efficient asset management, and alternative investments to serve its client base.

Ajay Jani is a financial advisor at Single A Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Single A Capital since 2015. Single A Capital is an independent investment adviser serving primarily individuals and high-net-worth clients with discretionary management of public equities, mutual funds, and ETFs. The firm employs a growth-stock strategy using proprietary fundamental and technical screening alongside a distressed-equity-index approach, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Justin Mc Bryan is a financial advisor at Affluence, holding a Series 65 credential and based in Brooklyn, NY. He has prior experience with Alpha Financial Markets Consulting and Factset, as well as a background in the food industry. Affluence serves content creators and creative entrepreneurs by combining investment management with business and financial planning services through a tiered membership model. The firm manages discretionary portfolios across traditional assets and offers coordinated business management, including bookkeeping and tax preparation, tailored to each client's needs.

Dale Bryant is the sole advisor at Bryant Group Advisors in New York, NY, holding Series 63 and Series 65 credentials with four years of industry experience. He has been associated with The Bryant Group since 1996. Bryant Group Advisors manages discretionary investment accounts for individual investors and small businesses, focusing on retirement planning and portfolio management primarily through broadly diversified index mutual funds. The firm emphasizes a structured allocation approach based on client risk profiles and does not permit investment restrictions or security-specific requests.

Joanne Chien is a CFA® charterholder at KinVest Capital Management, Inc. with seven years of industry experience. She has worked exclusively at KinVest since 2019. KinVest Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a documented Investment Policy Statement, applies fundamental, technical, and charting methods, and employs a range of trading strategies including options. It offers both performance-based and asset-based fee arrangements and manages investment decisions internally.

Jack Solasz is a Series 65-credentialed financial advisor with five years of industry experience. He is the sole advisor at JPS Advisors LLC, an independent registered investment adviser based in Brooklyn, NY. His prior work includes roles at Long Ridge Systematic LLC, Reynard, and teaching at Skidmore College. JPS Advisors LLC manages approximately $26.6 million in discretionary assets for a small, diversified client base. The firm offers discretionary investment management across multiple asset classes, combining fundamental and technical analysis with modern portfolio theory to construct long-term, risk-conscious portfolios, and also provides financial planning and retirement-rollover advice.