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.

Fahad Hasan is a CFA® charterholder with 18 years of industry experience. He currently works at Montreux Group LLC, where he has been since 2026. His prior experience includes roles at WealthEdge Investment Advisors, Purshe Kaplan Sterling Investments, Voya Financial Advisors, Inc., B. Riley Wealth Advisors, Inc., and Gunnallen Financial, Inc. Outside of his advisory work, Hasan has also worked as an insurance agent servicing legacy contacts. Montreux Group LLC provides wealth management services to individual and high-net-worth clients, combining discretionary investment management with integrated financial planning. The firm focuses on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, and digital assets as appropriate.

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.

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.

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.

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 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.

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 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.

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 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.

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 a financial advisor at Mendlstein Capital Holdings LLC with a Series 65 credential. He has one year of industry experience and has held roles at Corvinus University and several companies including Uber Technologies and Hogan Personnel. Mendlstein Capital Holdings LLC provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth individuals, and small to medium-sized businesses. The firm focuses on ETF-centric portfolios using thematic, macroeconomic, and fundamental analysis with a long-term orientation and occasional tactical adjustments tailored to each client’s circumstances.

Neil Carousso is a Certified Financial Planner® with 32 years of industry experience, serving as the sole advisor at NGC Financial, LLC since 2000. He also owns an accounting and tax preparation business focused on individual tax clients during the seasonal period from February through April. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as advice to businesses on employer retirement plans. The firm employs a customized, tactical allocation approach with non-discretionary portfolio management and maintains an affiliation with a FINRA-registered broker-dealer while also offering affiliated tax and accounting services.