Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

Walter Vester is a financial advisor with Huygens Capital LLC in New York, NY, holding a Series 65 credential and 5 years of industry experience. He has been with Huygens Capital since 2012. Outside of his advisory role, Mr. Vester serves as Director of Operations Services Excellence at Boston Consulting Group, where he manages internal change programs. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser serving individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments. The firm employs systematic, low-frequency strategies using proprietary market-stress indicators across multiple asset classes and implements portfolios with broad index-based ETFs and ETNs.

Kenneth Marshall is a financial advisor at Development Group LLC with 23 years at the firm and 5 years of industry experience. He holds the CFP® designation along with Series 66 and Series 65 licenses. Development Group LLC provides non-discretionary investment consulting and research services to middle-market institutional clients, including corporations, foundations, and endowments. The firm utilizes quantitative and risk-analytic methods to offer asset allocation advice, advisor selection, due diligence, and portfolio modeling without managing client assets directly.

Henry Beck is a financial advisor at UAS Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at the State of Maine, McKee Law, and Jabar LaLiberty Dubord LLC. UAS Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm emphasizes fundamental security analysis and concentrated equity positions for long-term value, while also managing a private pooled investment vehicle that employs a more speculative strategy.

James Korzik is a financial advisor with First Light Wealth Advisors, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Ameriprise Financial Services prior to joining First Light Wealth Advisors in 2018. Outside of his advisory work, he is a licensed private marine captain. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to construct discretionary client portfolios that include mutual funds, ETFs, equities, debt securities, and real estate investment trusts.

Louis Berger is a financial advisor at Washington Square Capital Management LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Washington Square Capital Management since 2009. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach focuses on fundamental value analysis supported by technical and macroeconomic factors, and it offers distinct strategies including Capital Core Fixed Income, Global Allocation, and Global Balanced.

Patrick Stadelhofer is a CFA® charterholder and investment professional with three years of industry experience. He has worked at Kahn Brothers Advisors LLC since 2023 and previously held roles at Atlantic Lion Investments and VGI Partners. Stadelhofer serves as a manager and analyst at multiple investment-related entities associated with Kahn Brothers Advisors. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, managing roughly $498.6 million across about 342 client relationships.

Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. in Tenafly, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Blue Ox Capital Management since 2015. Blue Ox Capital Management provides advisory services primarily to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm operates on a consultative, referral-oriented model without discretionary trading or custody of client assets.

Stephen Leeb is a Series 65-licensed advisor with Leeb Capital Management, Inc. in New York, NY, bringing 19 years of industry experience. He has held roles at Leeb Index Trader, Emerging Advisory, Tci Enterprises, Leeb Brokerage Services, and Leeb Research Consultants. Outside his advisory work, he serves as editor of investment newsletters The Complete Investor and Real World Investor, writing on general stock investing topics for Capitol Information Group. Leeb Capital Management provides discretionary portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $112 million across about 60 accounts. The firm employs a top-down macroeconomic approach combined with bottom-up security selection across three core strategies, incorporating explicit sell disciplines and position-weight limits.

Anja Luesink is a CFP®-certified financial advisor with five years of industry experience. She has worked at Verdence Capital Advisors LLC since 2026 and was previously with Luesink Stenstrom Financial from 2014 to 2026. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, offering holistic financial life planning, financial transition planning, and wealth management. The firm uses an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies with diversified asset allocations and tax-aware considerations.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

Eugene Skorodinsky is a CFP® professional with five years of industry experience, currently affiliated with Minerva Wealth Advisory in New York, NY. His work history includes roles at Baruch College, Luesink Stenstrom Financial, Borough of Manhattan Community College, and the Research Foundation CUNY. Eugene holds a Series 63 license. 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 selected active managers, with a long-term, buy-and-hold investment approach combined with tax-aware strategies.

Tracy Nixon is a financial advisor at Tekmen Wells LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Tekmen Wells, Nixon has been affiliated with Goldman, Sachs & Co. since 1989. Tekmen Wells provides asset management and financial planning services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm primarily delivers portfolio management through a wrap-fee program using a diversified mix of investment vehicles and employs due diligence on third-party managers via the Envestnet platform.

Jonathan Varelas is a financial advisor at Sterling Legacy Advisors Inc. with four years of industry experience. He has previously worked at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. Since 2006, he has been an independent insurance agent specializing in various life and disability insurance products. Sterling Legacy Advisors Inc. is a New Jersey-based investment adviser providing portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm uses an individualized approach incorporating fundamental and technical analysis, modern portfolio theory, option strategies, and may manage accounts on a discretionary basis.

Julie Ford is a CFP® professional with 10 years of experience in financial advising, currently serving at Ford Financial Solutions, LLC since 2015. She occasionally acts as an expert witness in legal proceedings and serves on the U.S. Board of Directors for The Navigators, a nonprofit religious ministry, where she participates on the finance committee without compensation. Ford Financial Solutions serves individual clients, including both high-net-worth and non-HNW households, providing comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven strategy using low-cost index funds and third-party asset managers, and offers various engagement models such as retainer relationships, hourly planning, and educational programs.

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.

Jason Armenti is a financial advisor with Commonwealth Financial Network and Duncan Financial Group, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with both firms since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management while allowing flexibility in portfolio construction.

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.