Joseph Guterding is the sole advisor at The Compounding Co, an independent advisory firm based in Baldwin, NY. He holds a Series 65 designation and has been with the firm since its founding in 2026. Prior to this role, he has experience in healthcare and education sectors, including positions at New York Home Health Care and St. John's University. The Compounding Co primarily serves individual clients, focusing on young professionals in the early stages of wealth building. The firm offers comprehensive financial planning, optional ongoing advisory membership, and financial education through seminars and workshops, emphasizing long-term diversified investing and non-discretionary planning.

Stephen Pagliari is a financial advisor at Differential Capital LLC in Merrick, NY, holding a Series 65 designation with four years of industry experience. Prior to founding his advisory firm, he worked at Differential Management, LLC and currently is employed as a new product development portfolio manager at MiniCircuits, a global RF and microwave components manufacturer. Differential Capital LLC is a state-registered investment adviser offering discretionary portfolio management to individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, ETF, and options analysis across multiple account programs, using both short- and long-term strategies with full trading discretion.

Srdana Pokrajac is a CFA® charterholder and financial advisor with two years of industry experience, currently serving as the sole advisor at Planbound, LLC in New York, NY. She has been involved with Planbound since 2023 and also maintains a role at Wize Venture, Inc. Outside of her advisory work, she is engaged with Spartan Planning Group, a fee-only financial planning firm serving families, individuals, and organizations. Planbound offers financial planning, wealth management, and financial education services to individuals, high-net-worth clients, and small businesses. The firm uses a diversified, primarily passive investment approach and supports various engagement structures, including asset-based management, flat-fee planning, and hourly consulting.

Richard Russo Jr. is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He has been with RKR Capital Group since 2018 and previously worked at Greenlea Lane Capital Partners from 2016 to 2018. RKR Capital Group provides discretionary equity investment management through separately managed accounts for individual and corporate clients. The firm employs a concentrated, long-only Equity Value Strategy based on bottom-up fundamental research and manages approximately $12.7 million in assets across 21 client accounts.

Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, an independent firm based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has accumulated experience through roles at GEI Consultants, Inc., TY Lin, LeMessurier Consultants, Inc., and Skanska. Torrente is also a registered representative of Joseph Stone Capital, LLC, a registered broker-dealer. New York Fee Simple provides investment advisory and portfolio management services to individuals, trusts, estates, family entities, and small businesses. The firm’s approach combines qualitative and quantitative analysis across a range of asset classes, and it offers additional services including financial planning, real estate consulting, and educational seminars.

Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC. He has 15 years of industry experience, including 13 years at Tweedy Browne, LLC, and has been with Armadale since 2023. Armadale Asset Management is an independent, single-advisor registered investment adviser that offers discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, business entities, and third-party advisers. The firm employs a bottom-up, fundamental valuation approach focused on small- and mid-cap U.S. equities, utilizing proprietary research and customized strategies including a dedicated REIT portfolio.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Citigroup Global Markets and Infosys Ltd. Outside of financial services, he is involved with Mykonos Film, LLC and Anthos Entertainment, LLC. ARDROSSAN Wealth Management provides personalized wealth management and financial planning services to individuals, families, trusts, and estates. The firm emphasizes fundamental analysis and a long-term buy-and-hold investment approach, delivering services on a non-discretionary basis with client-approved trades.

Joshua Wallace is the sole advisor at Wallace Wealth Advisory, Inc., holding a Series 65 credential with no prior years of industry experience. His previous work history includes roles at Northwestern Mutual, Target Corp, Taco Bell, and Abraham Lincoln High School. Wallace Wealth Advisory is an independent firm that provides discretionary portfolio management and integrated financial planning primarily for young professionals. The firm employs a long-term investment approach focused on diversified asset allocation among equities and fixed income, using ETFs and mutual funds with ongoing monitoring and periodic rebalancing.

Evan Kessler is the sole advisor at ESK Capital Management Inc. in Great Neck, NY, with 15 years at the firm and five years of industry experience. He holds credentials relevant to his role and leads an independent wealth management practice. ESK Capital Management provides investment management and comprehensive financial planning primarily to individuals and high-net-worth clients, creating customized portfolios based on fundamental and valuation analysis. The firm focuses on clients with accounts typically between $250,000 and $2 million and offers ongoing portfolio reviews and limited-scope advisory engagements.

Anthony Aulisa is a financial advisor at Wealthie Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. He is also the COO and co-founder of Wealthie Inc., a home equity investment start-up. Wealthie Advisors is an independent SEC-registered investment adviser that provides discretionary investment management services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a strategic, long-term approach focused on passive indexing and diversified allocations using low-cost ETFs and index mutual funds, with periodic rebalancing and discretionary trade authority.

Owen King is a financial advisor at Stonehurst Management, LLC, an independent firm based in New York, NY. He holds the Series 66 designation and has 7 years of industry experience. He has been associated with Stonehurst Management since 2002. Stonehurst Management LLC is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to a diverse client base, including individuals, families, trusts, estates, charitable organizations, endowments, and business entities. The firm manages approximately $27 million in client assets and employs a client-specific investment approach based on modern portfolio theory, utilizing a range of traditional and alternative asset classes.

Mark Johnson is a CFP® with eight years at MEJ Wealth Advisors LLC and over 25 years of experience at Qside Federal Credit Union. He has been advising clients since 2018 through MEJ Wealth Advisors, an independent firm based in Bayside, NY. MEJ Wealth Advisors LLC provides financial planning and discretionary investment management primarily for individual clients, as well as trusts, estates, pension plans, and business entities. The firm’s approach focuses on balanced, long-term, cost- and tax-efficient strategies with a low-cost, low-turnover investment philosophy tailored to client goals and risk tolerance.

Temitope Omojola is the sole advisor at Expected Value Management LLC, holding Series 63 and Series 65 licenses with 16 years of industry experience. Prior to founding his firm, he worked at UBS Securities LLC for five years and has been involved with Mailform Inc since 2018. Expected Value Management provides investment management for pooled funds and single-investor accounts, alongside risk-management software and consulting aimed at family offices and corporate treasurers. The firm’s investment approach emphasizes unified risk measurement and frequent portfolio analysis, focusing on sovereign and fixed-income opportunities supported by analytics and automation.

Rajendra Prashad is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Eagle Tax Planning & Advisory Group, LLC. He has been involved with Eagle Tax Planning & Advisory Group since 2000 and also works with Origin Financial. Prashad provides tax preparation and financial advice through his ownership of Eagle Tax Planning & Advisory Group. Eagle Tax Planning & Advisory Group offers personalized financial planning, investment management, and tax preparation services to individuals, trusts, small businesses, and other entities. The firm employs a strategic asset-allocation approach focusing on passive index funds and ETFs, integrates tax services within advisory agreements, and participates in sub-advisory relationships with platforms like Betterment Institutional.

Hao Sheng is a financial advisor at Riemann Capital LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Prime Number Capital, LLC, Prudence Investment, and Credit Suisse Hong Kong. Riemann Capital LLC provides portfolio management and advisory services to high-net-worth individuals, corporations, charitable institutions, endowments, trusts, and other institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and may manage accounts on a discretionary or non-discretionary basis.

Eric Vehstedt is the principal and sole advisor at EV Capital Management LLC, holding a Series 65 designation. He founded the firm in 2025 and has prior experience as Vice President of Finance at Tilting Point Media, a mobile game publisher. Outside of his advisory role, he remains active in the gaming industry through Tilting Point Media. EV Capital Management LLC offers portfolio management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a subscription-based consulting model alongside discretionary investment management that incorporates multiple analytical methods and diverse asset classes.

Stephen Chen is the principal of Followthru Planning Associates LLC, an independent firm based in Brooklyn, NY. He holds the CFA® charter and Series 66 license, with 19 years at his current firm and a total of four years of industry experience. In addition to financial advising, Chen provides tax preparation and bookkeeping services and is licensed to sell fixed insurance products. Followthru Planning Associates LLC offers financial planning and investment advisory services primarily to individuals and families, with an investment approach focused on long-term allocation using a mix of mutual funds, ETFs, individual securities, and conservative option strategies. The firm combines planning with operating-level services such as tax preparation, bookkeeping, and insurance sales, conducting formal periodic reviews without charging performance-based fees.

Zhi Li is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at National Financial Services LLC and currently operates Twelve Two Capital LLC, where he has been since 2018. Li also has a concurrent role with the Internal Revenue Service focused on tax and benefits education. Twelve Two Capital LLC is an independent advisory firm managing approximately $4.0 million for about two dozen clients, including individual and high-net-worth households. The firm offers discretionary portfolio management primarily using passive strategies and provides comprehensive and project-based financial planning along with employee benefit plan advisory services for employer plan sponsors.

Alex Karavousanos is a financial advisor at Ariston Advisors LLC with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Easysend, Trepp LLC, and Consolidated Portfolio Review. Outside of advisory work, he serves as Vice President and Head of Business Development for Easysend, a SaaS platform providing digital transformation solutions. Ariston Advisors offers model-based investment solutions and research primarily for other investment professionals and institutional uses. The firm focuses on standardized model portfolios and provides subscription-based research, publications, and consulting services rather than individualized portfolio management.

Kevin Burns is a CFP® professional at Navwell Advisors with four years of industry experience. His background includes roles at several firms, such as Verition Fund Management, Lake Road Advisors, Highbridge Capital Management, The Blackstone Group, and Citicorp Investment Services. Navwell Advisors provides investment management and financial planning services to individuals and high-net-worth clients, focusing on asset allocation and Modern Portfolio Theory with an emphasis on passive management through mutual funds and ETFs. The firm offers both discretionary portfolio management and project-based planning, utilizing multiple platform options and third-party execution to serve clients.