Victor Gil is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has been with iAdvise Partners since 2008. In addition to his advisory role, he serves as CEO of iAdvise Real Estate LLC, a real estate brokerage and property management firm. iAdvise Partners provides discretionary and non-discretionary investment management and family office services to high-net-worth individuals, corporations, trusts, and charitable organizations worldwide. The firm offers customized portfolio construction based on client objectives and risk profiles, utilizing both third-party research and in-house due diligence across multiple asset classes.

Lauralee Donnelly is a financial advisor at 9D Capital LLC with 12 years of industry experience and holds a Series 65 designation. She previously worked at Capital Trust and Associates LLC for nine years before joining 9D Capital in 2022. Outside of her advisory role, she owns Lauralee Donnelly LLC, a consulting business focused on financial coaching. 9D Capital LLC provides investment management, wealth planning, and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm manages client accounts on a discretionary basis using individualized Investment Policy Statements and employs various analytical approaches to construct diversified portfolios.

Petra Peters is a financial advisor at Terra Nova Asset Management LLC with four years of industry experience. She holds a Series 63 designation and is based in New York, NY. Terra Nova Asset Management LLC advises high-net-worth individuals, family offices, and institutional clients, providing continuous portfolio management tailored to client objectives, time horizons, and risk tolerance. The firm’s investment approach combines fundamental and technical analysis with an emphasis on longer-term holdings across equity and fixed-income instruments, including foreign securities when appropriate.

Jason Wong is a financial advisor at AmeriVet Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Drexel Hamilton, LLC and Tribal Capital Markets, LLC. Outside of his advisory work, Mr. Wong serves as an Ambassador for Waterfall Racing. AmeriVet Securities, Inc. primarily manages pooled vehicles and institutional mandates, offering pension consulting and traditional portfolio management services. The firm maintains an operational connection to a broker-dealer and combines registered-representative activity with investment management and pension consulting.

William Bradford is a CFA® charterholder with four years of industry experience. He has been with Garrison Bradford & Associates Inc. since 1985. Garrison Bradford & Associates Inc. is an SEC-registered, fee-based investment adviser managing approximately $135 million in assets. The firm provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships, employing a long-term, fundamentally driven growth investment approach that emphasizes companies with consistent sales and earnings growth and economic moats.

Andrew Hodges is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Value Investment Professionals, LLC since 2012 and is also involved as a managing member in affiliated entities VIPHA LLC and VIP SPV LLC, which focus on originating bridge loans and investing in direct real estate. Value Investment Professionals, LLC provides discretionary portfolio management and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers performance-based fees and borrowing options within separately managed accounts.

Vps Bhavani Pyla is a financial advisor at Ciro Capital LLC with a Series 65 credential and no prior advisory industry experience. Before joining Ciro Capital in 2026, Bhavani worked at the Depository Trust Clearing Corporation from 2023 to 2025 and spent seven years at Credit Suisse from 2015 to 2022. Ciro Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and institutional clients. The firm emphasizes individualized asset allocation, continuous monitoring, and diversified investment vehicles, while also offering participant education and plan-sponsor support.

Nathan Fisch is the sole advisor at Kensington Wealth Management, LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been associated with Kensington Capital Corp. since 1997 and began his role at Kensington Wealth Management in 2025. Kensington Wealth Management, LLC is a newly established investment adviser that has not yet commenced advisory services. The firm plans to offer discretionary portfolio management, access to third-party asset managers through the Interactive Brokers platform, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. Its investment approach includes tailored portfolios across multiple asset classes and trading strategies, with oversight of delegated investment authority and noted affiliations and fee structures disclosed as potential considerations for clients.

Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Malatai Capital since 2018 and previously spent six years at Spectronics. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities through individualized investment programs. The firm uses fundamental analysis combined with daily technical reviews and employs performance-based compensation for qualified clients.

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

John Williams is a financial advisor at Bautis Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bautis Financial since 2018, including its current iteration since 2020. Prior to his advisory career, he was involved with Woosh Athletic, LLC, an athletic-related business. Bautis Financial, LLC provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with about $197 million in discretionary assets. The firm’s investment approach is guided by client-specific Investment Policy Statements and employs a range of analytical tools to implement diverse trading strategies, with additional focus on insurance and risk-management services.

Duncan Burke is a financial advisor at Atlantis Asset Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Westminster Securities since 2002. Atlantis Asset Management is a fee-based SEC-registered investment adviser that serves individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, with a notable focus on employing derivatives for risk management and limiting leverage unless requested by clients.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. Before joining First Light Wealth Advisors in 2017, he worked at Ameriprise Financial Services, Inc. from 2011 to 2017. Outside of his advisory role, he is a managing partner of RJE Marine Services LLC, a charter fishing boat business operated by his son. First Light Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth households, as well as retirement plans and institutional clients. The firm provides financial planning, consulting, and portfolio management with an investment approach that integrates fundamental and cyclical analysis within a Modern Portfolio Theory framework, tailored to client-specific risk tolerance and objectives.

Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Matthew Stone is a financial advisor at Eagles Coast Wealth Management, LLC with 16 years of industry experience. He has held positions at Sandlapper Wealth Management, LLC and Martin Capital LLC prior to joining Eagles Coast in 2018. He holds Series 63 and Series 65 licenses. Eagles Coast Wealth Management serves individual and institutional clients, including high-net-worth households, providing discretionary portfolio management along with financial planning and consulting. The firm uses a tailored approach based on client objectives and employs a mix of exchange-traded equities, mutual funds, and fixed-income securities, with accounts reviewed quarterly.

Peter Goodman is a ChFC® with 37 years of experience in the financial services industry. He has been with SFI Advisors, LLC since 2001 and holds roles including financial advisor and president of SFI Insurance Services. Goodman also serves on the executive committee of a retirement planning study group, Retirement Advisors & Designers of America (RADA). SFI Advisors, LLC provides discretionary investment portfolio management, financial planning, corporate retirement plan consulting, and family office services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $173 million in discretionary assets and emphasizes tailored portfolios using diversification and long-term holdings, with ongoing monitoring and attention to tax considerations.

John Morris is a financial advisor with Intentional Asset Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He is the Founder and Executive Chairman of 17 Asset Management, the parent company of Intentional Funds, and he focuses on consulting, product design, and stakeholder management at 17 Asset Management while supporting Intentional Funds through leadership introductions. Intentional Asset Management develops thematic equity model portfolios and offers non-discretionary portfolio construction and advisory services to individuals, institutions, and other advisory firms. The firm’s investment approach combines top-down analysis of long-term impact themes with quantitative optimization and fundamental company research, distributing its models through third-party advisers and platforms.

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. He is also a part owner of a landscaping company, Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, using a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages assets on a discretionary basis and conducts regular portfolio reviews, serving a client base that includes a notable proportion of non-U.S. investors.

Sam Haddad is a financial advisor at Domani Advisors in New York, NY, holding a Series 66 designation with 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Domani Advisors serves individuals, high-net-worth clients, trusts, foundations, families, and small businesses, offering family-office style investment management and consolidated reporting. The firm employs a tailored investment process that includes fundamental, quantitative, and technical analysis, and utilizes strategies such as options trading, short sales, and margin within separately managed accounts.

Ron Bezoza is a financial advisor at Lancaster with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Goldman Sachs, Morgan Stanley Distribution, and The Ayco Company. He is also involved with March Capital Corp. as a registered representative. Lancaster Labs, LLC provides discretionary investment management focused on quantitative fixed-income strategies, primarily intermediate-term municipal bonds. The firm uses a systematic, model-driven approach combining proprietary software, artificial intelligence, and quantitative analytics to construct diversified portfolios, serving institutional accounts and wealth-management platforms.