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 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 credentials and 37 years of industry experience. He has worked at firms including Muriel Siebert & Co., Dawson James Securities, and BTIG LLC. Comer also serves as a trustee and deputy mayor for the Village of Baxter Estates, a role he holds without compensation. Family Office Advisors LLC is a multi-family office providing wealth management counsel to families, trusts, and high-net-worth individuals. The firm offers comprehensive advice across financial planning, estate and tax strategy, insurance, real estate, and business matters, using an open-architecture model that coordinates implementation through outside professionals while focusing on due diligence and manager selection.

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 CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. She founded Yearwood Financial in 2026 after roles at Lazard Asset Management and J.P. Morgan Institutional Investments. Yearwood Financial is an independent firm providing fee-only financial planning and investment management to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of passive and active management, fundamental analysis, and uses institutional platforms for trade execution and custody, with regular portfolio reviews 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.

Chong Tong Chen is the sole advisor at Rhizome Capital Management LLC and holds a Series 65 designation with three years of industry experience. He has been with Rhizome Capital Management since 2021 and has been involved with Rhizome Partners LP since 2013. Rhizome Capital Management provides discretionary portfolio management to high-net-worth individuals and manages three privately offered Delaware limited-partnership funds under Regulation D. The firm employs fundamental analysis and pursues concentrated strategies including long/short trading in micro- and small-cap equity and debt, with additional focus on real-estate and hard-asset exposures.

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.

Cynthia Sterling is a ChFC® and founder of Sterling Financial Planning in New York, NY, with 22 years at her firm and a total of 5 years of industry experience reported. She previously worked at Washington & McGoldrick for 18 years. Sterling Financial Planning provides comprehensive financial planning and investment advice to individuals and families, focusing on retirement, college funding, and budgeting. The firm operates on fixed-fee and limited hourly arrangements, emphasizes holistic planning, and does not take custody of client assets or provide discretionary portfolio management.

Attila Mendli is the sole advisor at Mendlstein Capital Holdings LLC and holds a Series 65 designation. Although new to the financial advisory industry, his professional background includes academic roles at Corvinus University and various positions in transportation and personnel services. Mendlstein Capital Holdings LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small-to-medium businesses. The firm focuses on thematic and macroeconomic analysis, strategic asset allocation, and uses ETFs, fixed income, REITs, and managed futures, with a planning process that relies on proprietary allocation models rather than third-party portfolios.

Jonathan Fischer is the principal advisor at Fischer Advisors LLC with 10 years of industry experience. He previously worked at Credit Suisse and S3 Partners before founding his independent firm in 2024. Fischer Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, utilizing a combination of long- and short-term trading strategies along with access to private placements and venture capital opportunities. The firm employs an Investment Policy Statement tailored to client objectives and risk tolerance and manages all assets on a discretionary basis.

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 in Brooklyn, NY. He holds a Series 65 designation and has experience working at Alpha Financial Markets Consulting and Factset. Prior to his advisory career, he was involved in the food industry with Really Delicious Food Company. Affluence serves content creators, creative entrepreneurs, and high-earning individuals in the creator economy by providing investment management, financial planning, and expanded business management services. The firm combines discretionary portfolio management with ongoing financial planning and offers comprehensive business management including bookkeeping, tax treatment, contract review, and operational advisory tailored to creators’ 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.

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.

Ravinath Aekambaram is a CFA® charterholder and principal of RA Advisory LLC, an independent investment advisory firm based in New York, NY. He has 13 years of industry experience and has led RA Advisory LLC since its founding in 2012. RA Advisory LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, and advises on employer-sponsored retirement plans and 529 plans. The firm customizes portfolios using mutual funds, ETFs, individual securities, and occasionally options, employing fundamental, technical, and cyclical analysis, and offers both integrated and standalone financial planning.

Nilesh Saldanha is a financial advisor at LN Capital Management LLC in New York, NY. He holds a Series 65 designation and has four years of industry experience. Prior to founding LN Capital Management in 2019, he spent 14 years at Van Cleef, Jordan and Wood, Inc. LN Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management through separately managed accounts. The firm serves individuals, trusts, estates, corporate entities, pension and profit-sharing plans, and other institutional clients, employing a value-oriented investment strategy focused on long-term capital appreciation across global equities, credit, and fixed-income instruments.