Gurinder Singh is a financial advisor at MaximForte Private Wealth LLC in New York, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Finalis Securities LLC, MCAPITAL Assets LLC, GT Securities, Inc., and Booz Allen Hamilton. MaximForte Private Wealth LLC serves individual and high-net-worth clients with asset management and financial planning services, as well as advising owners of closely held businesses on exit planning and business valuation. The firm combines fundamental and technical analysis with modern portfolio theory to manage portfolios and may recommend third-party money managers, integrating valuation tools and strategic business coaching.

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at LPL Enterprise LLC, Better Options LLC, Alight Financial, and several firms earlier in his career, including UBS Financial Services and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals and families, including high-net-worth clients, retirees, trusts, and small business owners. The firm offers investment management and integrated financial planning using both quantitative and qualitative analysis, managing traditional diversified portfolios alongside options-based income strategies while avoiding uncovered options and margin.

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.

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.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

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.

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.

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.

Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

Daren O'Connor is a financial advisor at LBK Financial LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citigroup Management Corp. since 2015. He serves as a member of the Hanover Township Economic Development Advisory Committee in Whippany, NJ. LBK Financial is an independent wealth management firm serving individuals and small businesses, including high-net-worth clients. The firm offers discretionary investment management and financial planning, focusing on customized portfolios using diversified ETFs and individual equities, with ongoing account monitoring and annual reviews.

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.