Sergio Pedreiro is a financial advisor with Longavista Advisors, LLC, holding a Series 65 credential and four years of industry experience. Before founding Longavista Advisors in 2021, he worked at Revlon Inc, Estre Ambiental SA, and BTG Pactual. Longavista Advisors provides discretionary and non-discretionary investment advisory services to ultra-high-net-worth individuals and family offices. The firm employs a strategic, activist-style value investment approach focused on long-term capital appreciation in both public and private equity and debt investments.

Christopher Wargas is a financial advisor with First Shelbourne LLC, holding a Series 65 credential and four years of industry experience. Prior to founding First Shelbourne in 2020, he spent 20 years with the Metropolitan Transportation Authority. His background includes a long tenure as a police sergeant. First Shelbourne is an independent registered investment adviser that manages portfolios for individuals, high net worth clients, small businesses, and charitable organizations. The firm uses proprietary tiered model portfolios composed of low-cost exchange-traded funds and generally manages accounts on a discretionary basis.

Alexander Teicher is a financial advisor at Revelations Asset Management LLC with 4 years of industry experience. He holds a Series 65 designation and has worked at Revelations Partners, LP and Roundabout Asset Management LLC. He is also the Managing Partner for his family's investment office. Revelations Asset Management LLC provides discretionary portfolio management to high-net-worth individuals and corporate entities, focusing on equities, ETFs, and non-U.S. securities. The firm uses fundamental analysis and a variety of trading strategies under discretionary authority, with a small client base and performance-based compensation.

William Rand is the sole advisor at Cloud Peak Advisors, holding a Series 65 designation with five years of experience in the financial industry. He has over 25 years of experience as the principal and owner of the Law Office of William Coudert Rand, providing legal services. Cloud Peak Advisors is a New York-registered independent advisory firm specializing in portfolio management predominantly for trusts and investment company clients. The firm operates as a single-advisor practice and serves a very small client base, focusing on discretionary investment management combined with legal and trust-administration services.

Jonathan Wiley is a financial advisor with Wiley Capital Partners in Greenwich, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cambridge Investment Research, Arch Global Advisors, and Voya Financial Advisors. Wiley Capital Partners is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm also provides pension consulting services, applying various analytical methods and operating under ERISA/IRC fiduciary standards for retirement plans.

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.

Benjamin Lubin is a financial advisor at Securities Industry Management Corp. with 29 years of industry experience. He holds a Series 63 designation and has been with the firm since 1981. Outside of his advisory role, he also acts as a consultant for Securities Industry Management Corp. Securities Industry Management Corp. provides discretionary investment management and financial consulting to high-net-worth individuals, families, trusts, estates, businesses, charitable organizations, and qualified plans. The firm uses a proprietary strategic asset allocation methodology and a variety of analytical approaches to construct and manage diversified portfolios on a discretionary basis.

Kevin Burns is a CFP® professional at Navwell Advisors with four years of industry experience. He previously worked at Verition Fund Management, Lake Road Advisors, Highbridge Capital Management, The Blackstone Group, and Citicorp Investment Services. Navwell Advisors provides investment management and financial planning to individuals and high-net-worth clients, emphasizing asset allocation and Modern Portfolio Theory with a focus on passive management using mutual funds and ETFs. The firm uses multiple platform options for portfolio implementation and operates as a fee-only independent adviser.

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.

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.

Michael Reisin is a financial advisor with Integrated Wealth Management Solutions, LLC in Port Chester, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Integrated Wealth Management Solutions since 2017 and concurrently at Wunderlich Securities, Inc. since 2016. Integrated Wealth Management Solutions provides customized financial planning and investment management to individual investors, including high-net-worth clients, and small businesses. The firm employs a mix of strategies combining fundamental research with technical and cyclical analysis and offers both discretionary and nondiscretionary portfolio management.

Andrew Bogart is the sole advisor at Bogart Advisory Group LLC, holding a Series 65 credential with one year of experience in financial advising. Prior to founding his advisory firm in 2026, he worked at Northwell Health for six years and Ally Anesthesia for four years. Bogart Advisory Group LLC serves high-net-worth individuals by providing ongoing portfolio management services tailored to client-specific goals and risk tolerance. The firm combines fundamental analysis with modern portfolio theory to manage long-term investments across mutual funds, equities, ETFs, and fixed-income securities while acting as a fiduciary for retirement accounts.

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.

Daniel Shaffer is the sole advisor at Shaffer Asset Management, Inc. in Greenwich, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been managing his independent firm since 1998. His career includes hedge-fund experience and activities in publishing and public speaking. Shaffer Asset Management, Inc. provides discretionary portfolio management and investment supervision to individuals, trusts, pension and profit-sharing plans, charitable organizations, partnerships, and corporations. The firm employs an equity-focused Absolute Investment Strategies Program that combines technical, fundamental, and cyclical analysis to seek positive returns regardless of market direction, managing accounts to program objectives rather than benchmark-relative targets.

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.

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.