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.

Shmuel Beckerman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Schonfeld Wealth Management, LLC, having previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his financial advisory role, he operates JB Worldwide LLC, a business involved in buying and reselling consumer electronics to wholesalers. Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting primarily to businesses, employee benefit plans, and institutional clients. The firm integrates diversified investment allocations and utilizes third-party platforms such as Betterment Advisor Solutions and AssetMark to deliver customized portfolio solutions and plan-level services.

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.

Lauralee Donnelly is a financial advisor at 9D Capital LLC with 12 years of industry experience. She holds the Series 65 designation and previously worked at Capital Trust and Associates LLC for nine years. In addition to her advisory role, she owns Lauralee Donnelly LLC, a consulting business focused on financial coaching. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting services to individuals, pension and profit-sharing plans, corporations, and other entities. The firm manages approximately $10.6 million for a small client base through a team emphasizing individualized relationships and employs a fundamentally driven investment approach across various asset classes.

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.

Nathan Fisch is a financial advisor at Kensington Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kensington Capital Corp. since 1997. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning services to individuals, businesses, and charitable organizations. The firm uses both technical and fundamental analysis to tailor portfolios based on client financial information and risk profiles.

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 bringing 43 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2017. Outside of his advisory role, he is the managing partner of RJE Marine Services LLC, a charter fishing boat business operated by his son. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a combination of fundamental and cyclical analysis with Modern Portfolio Theory to manage diversified portfolios, primarily on a discretionary basis, and offers both individual wealth management and ERISA fiduciary retirement plan consulting.

Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Nainesh Shah is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Complete Advisors. He previously worked at Unified Financial Securities, LLC and spent 25 years at The Roosevelt Investment Group. Complete Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic, long-term investment approach and combines fiduciary responsibilities with business consulting services.

Matthew Stone is a financial advisor at Eagles Coast Wealth Management, LLC with 16 years of industry experience. He has held positions at Sandlapper Wealth Management, LLC and Martin Capital LLC prior to joining Eagles Coast in 2018. He holds Series 63 and Series 65 licenses. Eagles Coast Wealth Management serves individual and institutional clients, including high-net-worth households, providing discretionary portfolio management along with financial planning and consulting. The firm uses a tailored approach based on client objectives and employs a mix of exchange-traded equities, mutual funds, and fixed-income securities, with accounts reviewed quarterly.