Eric Liu is a financial advisor at Vanda Research Corp with five years of industry experience. He has been with Vanda Research Corp since 2017 and previously worked at Vanda Securities Limited from 2015 to 2017. Liu serves as a director and founding partner of Vanda Securities PTE. LTD. in Singapore and as a director of Vanda Research LTD. in the United Kingdom, where he helps oversee company operations. Vanda Research Corp provides institutional research and tactical macroeconomic analysis to buy-side and sell-side clients, including investment banks and asset managers. The firm focuses on cross-asset macro themes and short-term trade ideas using quantitative and technical analysis, operating as a research-only advisor without managing client assets or providing retail portfolio services.

Andrew Jianette is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Valley Financial Management, Inc. and has prior experience at Valley National Bank, AE Wealth Management, Madison Avenue Securities, and E.A. Buck Financial Services. Outside of finance, he has worked at Powerhouse Gym Aiea and the University of Hawaii at Manoa. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform. The firm uses client information to implement and rebalance model ETF portfolios electronically, requiring clients to maintain accounts at Valley National Bank.

James Clarke is a financial advisor at Valley Financial Management, Inc. in New York, NY, holding a Series 66 designation with two years of industry experience. His work history includes roles at Valley Financial Management, Valley National Bank, and Leumi Bank. Valley Financial Management operates its advisory service, Valley Digital Investor, through an online platform that provides discretionary portfolio management and automated implementation of ETF model portfolios. The firm serves individual and high-net-worth clients who manage their accounts electronically and fund them through Valley National Bank.

Anthony Logrippo is a financial advisor at IHS Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jefferies & Company, Inc. for 14 years before joining IHS Wealth Management in 2023. IHS Wealth Management is a single-advisor independent registered investment adviser managing approximately $10.5 million in discretionary assets. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting services. It employs a range of investment strategies and provides both institutional-facing services and participant education, distinguishing it from many firms of similar size.

Juan Lebrija is a financial advisor with LifeCapital Partners LLC in Westport, CT, holding a Series 66 designation and 25 years of industry experience. Prior to joining LifeCapital Partners in 2025, he spent 24 years at Equitable Advisors. Outside of advising, he serves as a board member of Penta Holdings, a petrochemical distribution and real estate company in Mexico, and is a licensed insurance agent. LifeCapital Partners is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and digital assets, and offers standalone financial planning on an hourly basis.

Brian Abbondandolo is a CFP® with 11 years of experience in financial advising. He is the principal of Abbondandolo Wealth Management Corp, where he has worked since 2015, and is also associated with Abbondandolo & Company CPA's LLP since 2010. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm employs a strategic asset-allocation approach focused on diversification and disciplined rebalancing, managing client portfolios exclusively through the SEI investment platform.

Shimon Willig is a financial advisor at MWM Group LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and MiR Jerusalem. Willig is also a licensed fixed insurance broker. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, managing approximately $431 million in discretionary assets through proprietary asset-allocation models and a variety of managed account strategies.

Chi Tang is a Series 65-licensed financial advisor at Basalt Wealth Inc. with one year of industry experience. Prior to joining Basalt Wealth, Tang held roles at Albatross America Inc., Beaconfire Staffing Solutions Inc., PwC Strategy&, and McKinsey & Company. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm integrates fundamental and technical analysis with options and derivatives strategies, providing tailored services that include security ratings, educational seminars, and cross-border trading access.

Bruce Jensen is a financial advisor at Boyar Asset Management, Inc. with 36 years of industry experience. His prior roles include positions at Elevage Partners, Strategy Asset Managers, and Holly Street Wealth Advisors. He holds Series 63, Series 65, and Series 66 licenses. Boyar Asset Management provides discretionary and non-discretionary portfolio management for separately managed accounts and acts as adviser to private funds and a registered investment company. The firm serves individual, high-net-worth, and institutional clients with a fundamental, value-oriented investment approach characterized by concentrated positions and low portfolio turnover.

Joseph Garry is an associate advisor with Stephen J. Garry & Associates, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been with Stephen J. Garry & Associates during the same period. Stephen J. Garry & Associates provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $142.6 million in assets through a three-advisor team that primarily uses low-cost mutual funds and ETFs, complemented by individual stocks, bonds, and options, employing a mostly long-term investment approach with ongoing portfolio monitoring and rebalancing.

Subhrajit Goon is a financial advisor at Aimcdonnaugh & Co. Inc. in Baldwin, NY, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Matlen Silver and Holly Street Securities. Outside of his advisory role, he is an IT Project Manager contractor for Matlen Silver, managing technology deliverables for banking clients. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, offering financial planning, consulting, and portfolio management. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, utilizing both fundamental and technical analysis.

James Strugger is a financial advisor at Kineo Capital LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Predata Inc. and MKM Partners LLC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored separately managed accounts and sub-advisory services. The firm integrates fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools across multiple strategies, including equity, derivatives, and risk management approaches.

Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.

Ryan Berman is a financial advisor at Chesapeake Asset Management LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Chesapeake since 2022. His prior experience includes roles at Cherry Lane Capital LLC and Morgan Stanley. Chesapeake Asset Management is an SEC-registered investment adviser serving individuals, families, retirement accounts, corporations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, and it acts as investment manager and general partner for private pooled vehicles.

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.

James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gary Goldberg & Co., LLC and various Bruderman-affiliated entities. He was also involved with JMB Hospitality Group, which is currently inactive. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a holistic, customized wealth management approach that integrates asset allocation with clients’ cash-flow needs, tax and estate planning, and long-term objectives.

Dwarka Kalantry is a CFA® charterholder with 38 years of industry experience. He is a principal of Kalantry Advisors LLC and has previously worked at Sagepoint Financial, Inc., as well as operating as a self-employed CPA since 1976. He continues to maintain an active CPA practice through a partnership structure. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a combination of analytical approaches and coordinating with an external managed-account platform.

Jamie Casey is a financial advisor with Valley Financial Management, Inc., holding a Series 66 designation and 15 years of industry experience. Prior to joining Valley Financial Management, Casey worked at Bank Leumi USA and Leumi Investment Services. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through an online, web- and mobile-based interface that automates model ETF portfolios based on client profiles.

Peter Koutromanos is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2020. He has been involved with Avior Capital Markets since 2005 and holds director roles in several affiliated entities, including Avior Capital Markets Holdings Proprietary Limited and Groombridge Nominees Proprietary Limited. Avior Capital Markets US, LLC serves U.S. institutional clients by facilitating the distribution of foreign equity research and execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, maintaining close operational integration with its foreign affiliates.

Kuen Chan is a financial advisor at Leeb Capital Management, Inc. in New York, NY, holding a Series 65 credential with 7 years of industry experience. He has been with Leeb Capital Management since 2008. Outside of his advisory role, Chan works as a contractor editor writing general investment articles for Capitol Information Group. Leeb Capital Management provides investment supervisory and portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million across about 60 accounts. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental security selection across several core strategies, and its principals actively publish a paid newsletter related to market insights.