Alana Stone is a CFP® with 20 years of experience and has been with Heydorn Stone Capital Management LLC since 2005. She holds a Series 63 license and works out of Larchmont, NY. Heydorn Stone Capital Management LLC is an independent registered investment adviser managing approximately $125.6 million across about 105 client relationships. The firm provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, endowments, foundations, and corporations, using a client-centered approach that emphasizes diversification and tailored asset allocation.

Jeff Ho is a financial advisor with Generation Wealth Management in New York City. He holds a Series 65 designation and has nine years of industry experience. Ho has been a sole proprietor since 2017 and has worked at Generation Wealth Management since 2016. He also serves as an insurance agent in a separate business activity. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both one-time and ongoing planning, including retirement plan consulting and public seminars.

Jill Schum is a financial advisor at Third Eye Associates, Ltd with a Series 65 designation and four years of industry experience. Prior to joining the firm, she worked at Perfectress US and WE Consulting Group. Third Eye Associates provides financial life-planning and advisory services primarily to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning using values-based and transition-oriented approaches, referring clients to third-party money managers for investment execution.

John Connolly is a financial advisor at Atlantis Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2008 and 2009, respectively. Outside of his advisory role, he is a broker for a health care insurance firm, receiving annual renewal compensation. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm provides discretionary portfolio management utilizing a combination of macro, fundamental, technical, and cycle analysis, and is noted for its use of derivatives primarily as risk-management tools to reduce volatility.

Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Novare Capital Management, LLC and TIAA-CREF Individual & Institutional Services, LLC. SMP Financial Planning, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored 401(k) plans. The firm offers discretionary portfolio management and consulting services, utilizing a mix of fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance.

Zella Fisher is affiliated with Aldebaran Capital and holds a Series 65 credential. She has no prior experience as a financial advisor and previously worked for Macmillan Publishers for ten years. Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients, as well as retirement-plan advisory services to qualified plans under a limited-scope ERISA 3(21) fiduciary arrangement. The firm uses a combination of fundamental, technical, and charting analysis to manage accounts on a discretionary basis, offering strategies such as option writing and active trading.

Prakash Gupta is a financial advisor with Essex Advisory, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at San Blas Securities, LLC and International Financial Solutions, Inc. He is also the owner of SG Trading & Services, where he provides financial analysis, modeling, and consulting services. Essex Advisory offers financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses and institutional retirement plans. The firm tailors investment strategies to client goals and risk tolerance, utilizing a range of securities including mutual funds, ETFs, and derivatives.

Steven Wieting is a financial advisor at CIO Capital Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi Private Alternatives, LLC and Citigroup Global Markets Inc. prior to joining CIO Capital Group. CIO Capital Group LLC provides wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm uses quantitative tools and proprietary analytics to support portfolio management and focuses on maintaining closely managed client relationships.

Adam Lazarus is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding the PFS™ and Series 66 designations with 13 years of industry experience. He has been self-employed since 2012 and has worked with Integrity Financial Partners, Inc. since 2005. In addition to his advisory work, Mr. Lazarus provides tax preparation, tax planning, and accounting services in his self-employed capacity. Integrity Advisory Partners LLC offers investment management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis and charting. The firm employs a mix of long-term, short-term, and trading strategies and typically works with clients maintaining a minimum investment of $1,000,000.

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.

Rosemarie Marino is a financial advisor with Hemisphere Partners LLC in New York, NY. She holds the Series 63 designation and has five years of industry experience. Marino has been with Hemisphere Partners, a small firm with two principals, since 2005. Hemisphere Partners primarily serves high net worth individuals and their estate-planning entities, offering investment advice, portfolio management, and consulting. The firm uses a tailored, diversified approach with an emphasis on manager due diligence and employs a range of investment vehicles including mutual funds, ETFs, private funds, and UCITS.

Gail Wiesenfeld is a financial advisor at Nardis Advisors LLC in New Rochelle, NY, with 10 years of industry experience. She has been with Nardis Advisors since 2013. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm offers customized portfolios across multiple asset classes, including socially responsible investment options, and maintains a cross-border operating posture with multiple offices and formal arrangements with non-U.S.-registered subadvisers.

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.