William Rand is the principal of Cloud Peak Advisors, an independent investment advisory firm based in Oyster Bay, NY. He holds a Series 65 designation and has four years of experience in financial advising. Rand also operates the Law Office of William Coudert Rand, providing legal services as a sole proprietor since 2001. Cloud Peak Advisors offers portfolio management services primarily to trusts and investment company clients, focusing on discretionary investment work for trustees and institutional accounts. The firm operates as a single-advisor practice and acts as its own qualified custodian.

Mark Johnson is a CFP® professional with eight years at MEJ Wealth Advisors LLC and over 28 years of experience at Qside Federal Credit Union. He is based in Bayside, NY. MEJ Wealth Advisors provides financial planning, investment management, and business consultation primarily for individual clients, as well as trusts, estates, business entities, and ERISA plans. The firm employs a balanced, long-term, cost- and tax-aware approach, offering discretionary portfolios and occasional no-fee educational seminars.

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.

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 three years of industry experience. His prior roles include positions at Verition Fund Management, Lake Road Advisors, Highbridge Capital Management, and The Blackstone Group. Navwell Advisors provides investment management and financial planning services to individuals and high-net-worth clients, offering both ongoing and project-based engagements. The firm emphasizes asset allocation and Modern Portfolio Theory, focusing on passive management with mutual funds and ETFs while considering tax and risk factors.

Anthony Errico is a financial advisor at Port Capital Management with 11 years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for 14 years, followed by a role at The AYCO Company, L.P. He also engages in insurance sales, dedicating approximately 10% of his time to this activity. Port Capital Management is an independent registered investment adviser serving individuals and high-net-worth clients with customized portfolio management. The firm focuses on long-term portfolios using low-cost mutual funds and ETFs, primarily managing assets on a non-discretionary basis and incorporating borrowing strategies when appropriate.

Samer Hakoura is the managing member of Alphyn Capital Management LLC and holds a Series 65 license with four years of industry experience. He has been involved with Alphyn Capital entities since 2013 and serves as a director of TCI Waste Disposal Services Ltd., where he receives an annual dividend. Outside of his advisory role, he manages personal investments through Alphyn Capital LLC and participates in the waste disposal business. Alphyn Capital Management LLC provides discretionary portfolio management to individual and high-net-worth clients, employing a hedge fund–style master portfolio replicated across accounts alongside broader wealth-management strategies. The firm uses fundamental analysis, options, short-sale strategies, and may incorporate private investments, with distinctive features including quarterly performance reporting and a third-party administered performance-fee trading program for qualified clients.

Vasiles Athineos is a financial advisor at Stronghold Investment Management with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and operates Strong Current Ltd dba Indi Surf Skate, a retail surf and skate shop specializing in apparel, footwear, and gear. Stronghold Investment Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individual clients. The firm uses a combination of technical, fundamental, and quantitative analysis to tailor investment strategies across various asset classes, including mutual funds, ETFs, equities, fixed income, and options.

Mark Brody is a financial advisor with Financial Planning Analysts, LLC in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Financial Planning Analysts, LLC since 2002 and has been involved with Planned Financial Programs, Inc. since 1990. Outside of his advisory role, Brody serves as a director at Unity Bancorp and acts as an arbitrator for FINRA. Financial Planning Analysts, LLC provides investment supervisory services, discretionary portfolio management, and personal financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment process emphasizes fundamental analysis with a focus on large-cap equities, employing strategies including long and short-term purchases, margin, and limited option writing.

Laurence Bloom is a Series 65-licensed advisor with BloomSchon CPAs LLC in Jericho, NY, where he has worked since 2011. He has two years of industry experience and is also a member manager of BloomSchon CPAs LLC, a certified public accounting firm. BloomSchon CPAs LLC provides accounting, tax, and advisory services primarily to small- and middle-market companies, professional practices, investment partnerships, and entrepreneurs. The firm partners with external investment advisers to assist clients with asset allocation and annual account monitoring, combining accounting and tax advisory services with coordination of outside investment managers.

Sharon Highland is a financial advisor at Barak Asset Management LLC with four years of industry experience. She holds a Series 66 designation and has been the owner and CEO of Barak Asset Management since 2007. Prior to and alongside this role, she has worked with THS Ltd since 2008. Barak Asset Management provides investment advisory and portfolio management services to individuals, pension plans, foundations, government entities, private funds, and corporations. The firm employs a global-core asset allocation strategy with ESG screening and an emphasis on dividend income, tailoring portfolios to client objectives and monitoring them regularly.

Richard Faux is a CFA® charterholder and registered investment adviser with eight years of industry experience. He has been with Trieste Capital LLC, formerly Invescore Global Asset Management, since 2010. The firm is an independent, state-registered adviser serving a select group of clients. Trieste Capital LLC provides discretionary portfolio management primarily to high net worth individuals, corporations, pension and profit-sharing plans, and foundations. The firm employs a valuation-driven, thematic investment approach with multiple strategy profiles and utilizes a broad range of instruments, including derivatives and options, to manage client portfolios.

Adam Hart is a financial advisor at Triple Balance Advisers Inc with five years of industry experience. He holds a Series 65 credential and has prior work experience with the Office of Senator John Brooks and the New York City Department of Transportation. Triple Balance Advisers Inc. provides discretionary portfolio management services primarily to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach based on technical analysis and charting, recommending equities alongside mutual funds, fixed income, ETFs, and non-U.S. securities when appropriate.

Emmanuel Tsantes is a CFA® charterholder and registered investment advisor with Aries Investment Advisors, LLC, where he has worked since 2010. He has six years of industry experience and holds Series 63 and Series 65 licenses. Tsantes contributes to Investopedia-hosted financial newsletters outside of his advisory role. Aries Investment Advisors serves individual and high-net-worth clients by providing portfolio management and financial consulting services. The firm’s investment approach integrates fundamental and technical analysis, employing various strategies such as long-term holdings, short-term trading, and options, with portfolios reviewed and rebalanced quarterly.

Nicholas Jones is the sole advisor at Altanes Investments, LLC, an independent firm based in Mill Neck, NY. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Jones has been with Altanes Investments since 2003. Altanes Investments provides discretionary portfolio management and continuous investment advice to individual clients, focusing on personalized investment policies based on goals, time horizon, risk tolerance, and tax considerations. The firm emphasizes fundamental analysis and a long-term purchase strategy, managing approximately $22.8 million across about 20 individual accounts.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

Jordan Schrage is a financial advisor at LI Wealth Management Inc with one year of industry experience. He holds a Series 65 designation and is also a partner at F and S CPAs LLP, an accounting firm where he provides accounting and tax preparation services. His prior experience includes roles at Marciano Fillipone CPA PC and Mr Victor Tax Corporation. LI Wealth Management Inc is a fee-only advisory firm serving individuals and small businesses with financial planning, tax preparation, and portfolio management. The firm emphasizes asset allocation and passive investment strategies using low-cost mutual funds and ETFs, and integrates accounting services through its affiliation with an accounting practice.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Joseph Kalinowski is a CFA® charterholder and Series 63 licensed advisor with three years of industry experience. He is the sole advisor at Alpha Concepts LLC and also consults part-time for Ruterra Partners, a family office. He has been associated with Rutera Group since 2015. Alpha Concepts LLC provides discretionary asset management primarily to institutional and high-net-worth clients through pooled vehicles or mandates. The firm uses proprietary quantitative systematic models across accounts and employs strategies that may include derivatives and option-writing, with a compensation structure based on performance rather than assets under management.

Matthew Ricks is a CFP® professional with 11 years of industry experience. He is the sole advisor at Haystack Financial Planning, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Clearing Services, and Wells Fargo Advisors. Haystack Financial Planning serves individuals, high-net-worth clients, charitable organizations, and select corporate clients by providing investment management, comprehensive financial planning, business planning consulting, and employee benefit plan services. The firm emphasizes passive investment management guided by Modern Portfolio Theory and offers specialized pension and profit-sharing plan consulting, combining individualized plan implementation with workplace retirement-plan advisory services.