Matthew Carey is a financial advisor at Blue Spark Capital Advisors in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Blue Spark Capital Advisors and Blue Spark Financial since 2012 and is also affiliated with Iona College since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm specializing in serving women and their families during major life transitions. The firm combines discretionary investment management with comprehensive financial planning, focusing on liability-driven investing and broad diversification tailored to each client’s time frame and risk tolerance.

Syed Tirmizi is a financial advisor at Elphinstone with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Finalis Securities LLC and Avalere. He is also a partner at Allere LLC DBA SovDoc, where he is involved in mergers and acquisitions advisory services. Elphinstone provides automated portfolio management to individual and institutional clients through a mobile platform, offering ETF-based portfolios with options for advised or self-directed trading. The firm employs algorithmic portfolio construction and rebalancing based on modern portfolio theory and client risk preferences.

Tariq Siyam is a financial advisor at 2201 Capital, LLC with a Series 65 designation and one year of industry experience. His prior experience includes six years at Hoopoe Advisors and two years at Cayan Group. Outside of his advisory role, he is involved with 0 Wellesley St LLC. 2201 Capital, LLC provides discretionary portfolio management and investment advisory services to a small client base, including individuals, high-net-worth individuals, charitable organizations, and business entities. The firm uses a variety of analytical methods and both long- and short-term trading strategies to align with client objectives and risk tolerances.

Dalya Inhaber is a CFP® with 10 years of experience in financial advisory services. She has been with Minerva Wealth Advisory since 2015. Minerva Wealth Advisory is a fee-only registered investment adviser serving individuals, couples, and families, including high-net-worth clients. The firm focuses on strategic asset allocation using ETFs, enhanced-index funds, and select active managers, with an emphasis on long-term, buy-and-hold strategies combined with tax-aware practices.

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.

Kevin Earls is a ChFC® with 43 years of industry experience, currently affiliated with Willis Towers Watson Securities, LLC. His career history includes roles at Cetera and Willis Towers Watson entities dating back to 2009. Outside of his investment-related work, he serves as Vice President of SNT Associates, a firm focused on occupational therapy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, which offers personalized financial planning and asset allocation tools combined with discretionary model portfolios. The firm’s approach utilizes diversified model portfolios and Monte Carlo simulations to guide investment decisions for individuals and high-net-worth clients.

Lauralee Donnelly is a financial advisor at 9D Capital LLC with 12 years of industry experience. She holds a Series 65 designation and 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 serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and non-U.S. high-net-worth individuals. The firm offers financial planning, wealth and investment management, as well as family office and business consulting services, managing discretionary portfolios across multiple asset classes and providing digital asset options through qualified custodians.

Mason Liang is a CFA® charterholder based in New York, NY, with experience at Millennium Management, Balyasny Asset Management, and GMO Asset Management prior to joining Broadside Wealth Technologies, Inc. He has been with Broadside Wealth since 2026. Broadside Wealth Technologies provides a membership-based wealth management model for ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients. The firm emphasizes tax-aware portfolio design, risk management, and technology-driven implementation, using a flat membership fee structure and an investment philosophy focused on structural alpha.

Petra Peters is a financial advisor at Terra Nova Asset Management LLC with five years of industry experience and holds a Series 63 designation. She has been with Terra Nova Asset Management, a firm established in 1998, throughout her career. Terra Nova Asset Management provides continuous asset management primarily to high-net-worth individuals, family offices, and institutional clients, using both fundamental and technical analysis in their investment decisions. The firm emphasizes tailored investment objectives, international exposure, and publishes a quarterly market newsletter.

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 designation and one year of industry experience. Prior to joining Ciro Capital, she held roles at the Depository Trust Clearing Corporation and Credit Suisse. Ciro Capital LLC serves individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios to client objectives.

Liang Chun Wu is a financial advisor at Upright Financial Corp with one year of industry experience and a Series 65 credential. His background includes teaching positions at Berklee College of Music and various educational institutions in Taiwan, as well as a role at the Taiwan Academy of Banking and Finance. Upright Financial Corp is an SEC-registered investment adviser serving primarily individual clients, including high-net-worth households, along with a limited range of institutional clients. The firm offers comprehensive financial planning and discretionary portfolio management with a long-term, value-oriented approach using both fundamental and technical analysis.

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 with 43 years of industry experience. He previously worked at Ameriprise Financial Services from 2011 to 2017. Outside of his advisory role, he is managing partner of RJE Marine Services LLC, a charter fishing boat business operated by his son. First Light Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and retirement plans. The firm manages approximately $116 million in assets and combines fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to build diversified portfolios tailored to clients’ risk tolerance and time horizon.

Vincent Schott is a Series 65-licensed advisor at Xpotential Inc. with 15 years of industry experience. He has been with Xpotential since 1999. Outside of his advisory role, he consults part-time for Phoenix Merchant Services, monitoring the performance of an outsourced wholesale payment processor. Xpotential provides discretionary portfolio management to a diverse client base, including individuals, trusts, foundations, and institutions. The firm employs globally diversified portfolios using low-cost index funds and ETFs, with a combination of strategic asset allocation and tactical risk adjustments.