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.

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.

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.

Middat Yildiz is a financial advisor at Pretium Capital Management, Inc. with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his advisory role, he has worked in retail sales at Apple Inc. and as an analyst for the New York City government. Pretium Capital Management provides discretionary portfolio management services primarily focused on U.S. equities with some exposure to European ADRs. The firm manages a small number of client accounts, employing a hybrid investment process that includes fundamental valuation, technical analysis, and risk management using strict position sizing and loss limits.

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.