Danny Saporu is a financial advisor at New Street Advisors Group LLC in New York, NY, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Credit Suisse Securities (USA) LLC and the University of Chicago Booth. He also participates in media contributions and venture investing activities outside of his advisory work. 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 business entities. The firm offers educational seminars and workshops, tailoring investment recommendations through written Investment Policy Statements and employing a variety of securities and trading strategies as appropriate.

Sunil Joshi is a financial advisor with Quadram Capital LLC, holding a Series 65 designation and nine years of industry experience. He has been with Quadram Capital since 2016, including a brief period as self-employed earlier that year. 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 other business entities. The firm utilizes both fee-based passive portfolio strategies and an active trading program, incorporating fundamental and technical analysis along with the use of leverage, derivatives, and other advanced trading tools within separately managed accounts.

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 principal advisor at Musaffa LLC with experience encompassing his roles at Musaffa entities and Wells Fargo since 2014. He serves as Chief Executive Officer, Chief Financial Officer, and Chief Investment Officer of Musaffa LLC and Musaffa, Inc. based in New York, NY. Musaffa LLC provides investment advisory services primarily to individual and high-net-worth clients via a digital platform featuring discretionary portfolio management and a model-based recommendation service. The firm integrates Shariah compliance standards and proprietary analytical frameworks into its investment process, distinguishing its offering with an internet-only distribution model and a combination of advisory and subscription-based services.

M. Kimerly Polak is a CFP® professional with 4 years of industry experience, affiliated with Polero Ice Advisers in New York, NY. She has been with the firm since 2008, which she founded. Polero Ice Advisers is a fee-only independent advisory firm serving primarily high-net-worth individuals, charitable organizations, and clients with more modest resources. The firm focuses on low-cost, diversified portfolios using exchange-traded and mutual funds, with discretionary management carried out within client-established guidelines and a billing model that avoids percentage-of-assets fees.

Joseph Grundy is a CFP® professional with eight years of industry experience and has been self-employed since 1988. He operates Grundy Financial Advisory Services as a sole advisor and engages in gold futures trading for his own personal benefit. Grundy Financial Advisory Services provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs and maintaining a long-term investment approach tailored to clients’ risk tolerance and objectives.

Christopher Vroom is a financial advisor at Atlas Meridian Capital LLC, holding the CFP® and CFA® designations with three years of industry experience. He previously worked at Roanoke Asset Management Corp. for six years and has been involved with ARTADIA since 2001, an organization supporting the arts. Atlas Meridian Capital primarily serves pooled vehicles and institutional investors while also providing portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach combining various analytical methods and offers a regularly published newsletter with specific investment recommendations.

Janet Yearwood is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. She founded Yearwood Financial in 2026 after roles at Lazard Asset Management and J.P. Morgan Institutional Investments. Yearwood Financial is an independent firm providing fee-only financial planning and investment management to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of passive and active management, fundamental analysis, and uses institutional platforms for trade execution and custody, with regular portfolio reviews and documented client objectives.

Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

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.

James Bogush is the sole advisor at Bull Market Strategies LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience, including three years at Goldman Sachs & Co. LLC. Outside of his financial advisory work, he has operated several businesses since 2011, including Bogush, Inc. and Wall Street Motor Cars, LLC. Bull Market Strategies LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and institutional clients. The firm employs diversified investment strategies including technical analysis, options trading, and both discretionary and non-discretionary account management.

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.

Dale Bryant is the sole advisor at Bryant Group Advisors in New York, NY, holding Series 63 and Series 65 credentials with four years of industry experience. He has been associated with The Bryant Group since 1996. Bryant Group Advisors manages discretionary investment accounts for individual investors and small businesses, focusing on retirement planning and portfolio management primarily through broadly diversified index mutual funds. The firm emphasizes a structured allocation approach based on client risk profiles and does not permit investment restrictions or security-specific requests.

Joanne Chien is a CFA® charterholder at KinVest Capital Management, Inc. with seven years of industry experience. She has worked exclusively at KinVest since 2019. KinVest Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a documented Investment Policy Statement, applies fundamental, technical, and charting methods, and employs a range of trading strategies including options. It offers both performance-based and asset-based fee arrangements and manages investment decisions internally.

Ravinath Aekambaram is a CFA® charterholder and principal of RA Advisory LLC, an independent investment advisory firm based in New York, NY. He has 13 years of industry experience and has led RA Advisory LLC since its founding in 2012. RA Advisory LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, and advises on employer-sponsored retirement plans and 529 plans. The firm customizes portfolios using mutual funds, ETFs, individual securities, and occasionally options, employing fundamental, technical, and cyclical analysis, and offers both integrated and standalone financial planning.

Nilesh Saldanha is a financial advisor at LN Capital Management LLC in New York, NY. He holds a Series 65 designation and has four years of industry experience. Prior to founding LN Capital Management in 2019, he spent 14 years at Van Cleef, Jordan and Wood, Inc. LN Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management through separately managed accounts. The firm serves individuals, trusts, estates, corporate entities, pension and profit-sharing plans, and other institutional clients, employing a value-oriented investment strategy focused on long-term capital appreciation across global equities, credit, and fixed-income instruments.