Kaushal Majmudar is a financial advisor at Ridgewood Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ridgewood since 2002 and Global Asset Services since 2020, where he serves as CEO. Majmudar is also president of a private investment holding company and holds ownership interests in various private funds and business ventures. Ridgewood Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and foundations. The firm employs fundamental research and proprietary models with a long-term investment approach and sponsors multiple private pooled investment vehicles across diverse strategies.

Devon Shapiro is a financial advisor at Shapiro Financial Security Group, Inc. with one year of industry experience and a Series 65 designation. Prior to his current role, he worked in various positions including roles at Atlantic Physical Therapy and several educational institutions. Shapiro Financial Security Group provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Kenton Kilmer is the president of Addigence Corporation, an investment adviser based in New York, NY, with eight years of industry experience. He previously worked at Young America Capital and F&Y Capital LLC. In addition to his advisory role, Kilmer provides management and business consulting services through Additive Intelligence LLC. Addigence Corporation operates an online investment platform serving high-net-worth and qualified individual allocators by replicating third-party portfolio manager strategies in discretionary accounts. The firm uses performance-based fees and an internet-based delivery model focused on fractional-share replication and integration with brokerage services.

Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of Autonomous Technologies Group Inc., both based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has one year of experience in financial advisory services. Prior to founding Autonomous Wealth Management, he held positions in the hospitality and entertainment industries. Swart is also co-owner of a wine bar in Grand Rapids, Michigan. Autonomous Wealth Management provides discretionary investment management to an invitation-only retail client base using proprietary AI-driven portfolio construction and compliance systems. The firm operates through a digital platform and manages accounts custodied at Apex Clearing Corporation without charging advisory fees during its beta phase.

Patrick Ceccacci is a financial advisor at Prosperiant Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. His experience includes roles at Laidlaw Wealth Management prior to joining Prosperiant in 2023. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on long-term trading guided by cyclical and fundamental analysis. The firm manages approximately $50 million across about 47 clients and emphasizes customized investment policy statements and ongoing portfolio monitoring.

Jay Patel is a CFA® charterholder with three years of industry experience. He is currently an advisor at Ahara Advisors and previously worked at BOFA Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors serves high-net-worth families and institutional clients by providing portfolio management, trade execution, and a two-stage financial consulting service. The firm employs an institutional investment process that includes fundamental and economic analysis, customized stress-testing, and tailored asset-allocation strategies.

Aseem Garg is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ahara Advisors since 2021. He previously worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner in multiple private investment pass-through entities, which he uses occasionally for personal investment opportunities. Ahara Advisors offers portfolio management, trade execution, and financial consulting services to high-net-worth families and institutional clients. The firm employs an institutional investment process focused on fundamental and economic analysis, customized stress testing, and tailored asset allocation, while providing consolidated portfolio reporting across public and private assets.

Alina Bykovtseva is a financial advisor at Covington & Associates, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Covington & Associates since 2014. Covington & Associates provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic analysis, fundamental research, and traditional value investing to construct customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

Steven Gitter is a financial advisor with PureVest, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Voya Financial Advisors and Cetera Advisor Networks. Outside of advising, he serves as president of Door Clipper Inc., a local advertising and coupon business. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management tailored to client objectives, employing a blend of fundamental, technical, behavioral, and quantitative analyses.

Luis Dacosta is a CFP® professional with 25 years of experience in the financial services industry and has been with LPL Financial since 2005. He is based in Caldwell, NJ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a family construction business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Tanya Pulver is a financial advisor at Pulver Capital Management LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pulver Capital Management since 2009. Pulver Capital Management is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides personalized investment supervisory and portfolio management services, utilizing both fundamental and technical analysis with an emphasis on corporate high-yield bonds and dividend-paying equities.

Anthony Calabrese is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2005. He has engaged in various insurance-related business activities, including managing group health and non-variable insurance products. Outside of financial advising, he serves as president and coach of The Full Kourt Academy Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Syed Haider is a financial advisor at VinsonCap Wealth Advisors LLC with Series 63 and Series 65 licenses and one year of industry experience. He has been associated with VinsonCap entities since 2015 and serves as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors LLC provides portfolio management and advisory services primarily to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach focused on diversification, consistency, and tax considerations, offering a range of investment options including mutual funds, individual equities, fixed-income instruments, and non-U.S. securities.

Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.

Frank Fernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at PCB Capital LLC. His prior roles include positions at Weingarten Associates LLC and Omni 360 Wealth, Inc. He holds the Series 65 license as well. PCB Capital LLC provides wealth management and financial planning services to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and non-profits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, utilizing both in-house model portfolios and recommended independent managers.

Kenneth Shapiro is a CFP® professional with 23 years of industry experience and has been associated with Kenneth B. Shapiro & Co., Inc. since 1982. He is based in Hazlet, NJ, and also operates an accounting firm alongside his financial advisory practice. Shapiro Financial Security Group, Inc. provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Mark Guastaferri is a financial advisor at Origin Wealth Advisers in New York, NY, holding a Series 65 designation with nine years of industry experience. He has worked at several firms, including Wealth Enhancement Advisory Services, Sentinel Solutions, and Symmetry Partners, before joining Origin Wealth Advisers in 2018. Origin Wealth Advisers serves individual and high-net-worth clients, as well as small businesses and trusts, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes tailored investment policies, strategic asset allocation, and ongoing client contact, implementing portfolios with ETFs, mutual funds, and fixed income products.

Xiaoyu Li is a financial advisor at Next GEN Advisors, LLC with four years of industry experience. Prior to joining Next GEN Advisors, Li worked at Meiwu Technology Company Limited and Superior Trading Ltd. He holds Series 63 and Series 65 licenses. Li is also involved with Cathay Securities Inc., a FINRA-member broker-dealer affiliated with his firm. Next GEN Advisors primarily serves high-net-worth individuals, trusts, small businesses, and pension or profit-sharing plans by providing asset management, financial planning, and consulting services. The firm uses a combination of fundamental and technical investment methods and is notable for its affiliation with Cathay Securities, which allows its advisors to offer both advisory services and commissionable brokerage.

Douglas Bycoff is a financial advisor at The Bycoff Group LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions, Bank of America, Merrill, and Honeycomb Asset Management. The Bycoff Group LLC provides discretionary investment advisory services primarily to high net worth individuals, families, trusts, estates, business owners, and institutions. The firm employs an equity-focused, growth-oriented approach with concentrated allocations and offers portfolio management, consulting, and third-party manager evaluation services.

Priya Malani is a financial advisor at Stash Wealth, LLC with 10 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Stash Wealth since 2012. Stash Wealth serves individual clients, primarily high-earning professionals, offering a multi-step financial planning process and optional ongoing investment management through the Stash Management Service. The firm’s investment approach is based on Modern Portfolio Theory, focusing mainly on passive asset allocation using ETFs and mutual funds, supplemented by active strategies and tax-loss harvesting.