David Goldenberg is a financial advisor at Cove Capital Management Inc. in Oyster Bay, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Cove Capital Management since 2011. Cove Capital Management is an independent firm providing discretionary portfolio management and periodic portfolio reviews for individuals, partnerships, pension plans, trusts, and home offices. The firm employs fundamental analysis and a range of active strategies, including long- and short-term trading, short sales, margin transactions, and options writing, with portfolios typically including equities, bonds, mutual funds, ETFs, REITs, and exchange-traded partnerships.

Marianna Beddard is a financial advisor at The Playbook Advizor with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Marianna is also registered as an insurance agent but does not actively sell insurance. The Playbook Advizor provides discretionary and non-discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and qualified retirement plans. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis tailored to each client’s goals and risk tolerance, with regular account reviews for allocation, rebalancing, and tax-loss harvesting.

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.

Damanick Dantes is a financial advisor at Dantes Outlook with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Foreside Fund Services, LLC, Global X Management Company LLC, and Cannon Advisors. Dantes Outlook provides investment advice and model portfolios to individuals and families, along with consulting and outsourced-CIO services for other registered investment advisers. The firm employs a goal-based asset allocation strategy using ETFs, individual stocks, and technical analysis, incorporating systematic trend signals and momentum-based approaches that distinguish it within the independent advisor community.

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.

Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, an independent investment advisory firm based in Brooklyn, NY. He holds Series 65 and Series 63 credentials and has professional experience across engineering and consulting roles prior to founding his firm. Torrente is also a registered representative of Joseph Stone Capital, LLC, a broker-dealer, where he provides securities brokerage services separately from his advisory work. New York Fee Simple, LLC offers portfolio management and investment advice to individuals, trusts, estates, family entities, and certain private companies. The firm employs both qualitative and quantitative analyses to tailor recommendations and provides a range of engagement types, including discretionary and non-discretionary management 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.

Robert Chambers is a financial advisor at 80 Rods Advisors LLC in Larchmont, NY, holding a Series 65 designation with six years of industry experience. He previously worked at BNY Mellon from 2015 to 2022 before founding his current independent advisory firm. 80 Rods Advisors is a single-advisor firm offering comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm employs a long-term, passive investment strategy based on Modern Portfolio Theory and provides tailored financial planning alongside regular portfolio reviews and rebalancing.

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 a total of 4 years of industry experience. ESK Capital Management is an independent, fee-based wealth management firm serving individuals and high-net-worth clients, focusing on accounts generally between $250,000 and $2 million. The firm provides discretionary, customized portfolios and comprehensive financial planning services, including retirement, tax, estate, insurance, and business planning.

Anthea Perkinson is a CFP® professional with four years of financial advisory experience, currently practicing at Monterey Associates Financial Planning & Education. She has worked at Blueprint Financial Planning LLC since 2015 and maintains a long-term affiliation with Equitable Distributors, Inc. Her firm offers personalized, fee-only financial planning and education to individuals, families, nonprofits, and small business owners. The firm emphasizes cost-efficient, passive investment strategies and provides services through varied engagement formats, including educational seminars and workshops.

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.

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.