Robert Colby is the principal of Robert W. Colby Asset Management, Inc. in New York, NY, with 9 years of industry experience. He holds a Series 65 designation and has been self-employed since 2001. Colby conducts quantitative and technical research, and he is an author of books and articles published on multiple platforms, including his own websites. His firm serves individual and high-net-worth clients with approximately $4.63 million in discretionary assets under management. The firm employs proprietary quantitative and technical methods focused on Exchange Traded Funds and systematic ranking, offering a limited selection of actively managed portfolios and allocations with dynamic allocation strategies.

Anthony Ford is a CFP® professional with six years of experience in financial advising, currently serving at Ford Financial Solutions, LLC in New York, NY. He is also the owner and principal of Ford Law, PLLC, a New York-based law firm providing legal services to individuals. Ford Financial Solutions serves individual clients across a range of wealth levels, providing comprehensive financial planning and discretionary investment management. The firm emphasizes a passive investment approach using low-cost exchange-traded funds and diversified asset-allocation models, often implementing portfolios through referrals to outside managers while conducting due diligence and monitoring.

Bryan Koslow is a CFP® professional with 17 years of industry experience, currently serving at Clarus Group LLC since 2013. His prior roles include positions at Commonwealth Financial Network, Cetera Advisors, World Investments, and Ampex Capital. Outside of his advisory work, he is a sole proprietor providing accounting, tax preparation, and business valuation services, and he serves on the boards of the Foundation for MERS and the Court Appointed Special Advocates for Children of Monmouth County. Clarus Group LLC provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across about 182 clients, utilizing a mix of fundamental and technical analysis to build primarily long-term portfolios with options for tactical adjustments and tax-efficient strategies.

Stephen Kiront is a financial advisor at Craft Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Craft Wealth Management since 2015. Kiront also serves as president and co-owner of a non-investment administrative company, Jobast Holding Inc. Craft Wealth Management provides discretionary and non-discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term strategies, including options trading, short selling, and margin when appropriate.

Douglas Mollin is a CFP® and holds a Series 63 license, serving as the sole advisor at Enright, Mollin, Cascio & Ramusevic, Inc. He has worked at the firm since 1993, totaling 33 years of experience. In addition to his advisory role, the firm principals maintain ownership in an affiliated tax and accounting practice, providing some clients with access to both investment and tax services. Enright, Mollin, Cascio & Ramusevic, Inc. offers personalized investment supervisory services and financial consultations to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a global balanced allocation strategy emphasizing mutual funds and ETFs across asset classes, focusing on risk control through asset allocation and diversification.

John Nettuno is a financial advisor at J.H. Darbie & Co., Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at St Joseph's Health for nine years. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individual and institutional clients, employing a combination of cyclical, fundamental, and technical analysis alongside value-oriented, tactical, and strategic asset allocation. The firm participates in third-party adviser programs and conducts regular account reviews.

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 with 12 years of industry experience. He holds a Series 66 designation and has worked at Novare Capital Management and TIAA-CREF. SMP Financial Planning provides wealth management and standalone financial planning services to individuals, high-net-worth clients, trusts, estates, and select employer-sponsored 401(k) plans. The firm constructs customized, generally long-term portfolios and focuses on managing restricted and legacy securities, incorporating concentration risk oversight, tax-budgeting, and estate integration.

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.

Richard Jack is a financial advisor with Meadowbrook Wealth Management, LLC in Garden City, NY. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining Meadowbrook in 2015, he worked at Raymond James Financial for one year. Since 2021, Jack has also worked as an insurance agent, focusing on life insurance and annuities. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts. The firm utilizes customized asset allocation and a variety of techniques to tailor strategies across different investment objectives, typically managing accounts on a discretionary basis with quarterly reviews.

Eric Davis is the Principal of Davis Capital Advisors, LLC in New York, NY, with 35 years of industry experience. He has served at Davis Securities, LLC since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Davis Capital Management, the general partner of Davis Strategic Growth Fund, and owns related entities including an insurance agency and an administrative management company. Davis Capital Advisors provides discretionary and non-discretionary investment management to individual clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm emphasizes continuous portfolio supervision and tailors investment policies to client objectives, utilizing a range of investment vehicles including equities, bonds, mutual funds, ETFs, and private placements.

Todd Greenberg is a CFP® with 16 years of industry experience, currently serving as an advisor at Blank Equity Management LLC. He has worked at Lowell Road Asset Management, Inc. since 2012 and is a principal at Bridgeway Legal Funding, where he is involved in strategic planning. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term buy-and-hold investment approach supported by fundamental, technical, charting, and cyclical analysis.

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 14 years of industry experience. He has been self-employed since 2012 and has worked with Integrity Advisory Partners LLC for the same period. In addition to his advisory role, he provides tax preparation, tax planning, and accounting services as part of his other business activities. Integrity Advisory Partners is a small SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm focuses on client-specific investment policy statements and employs fundamental analysis, charting, and a combination of long- and short-term strategies, with most assets managed on a non-discretionary basis.

Matthew Carey is a CFP® with nine years of experience in financial advising. He has worked with Blue Spark Capital Advisors since 2012 and has experience at Apella Wealth beginning in 2026. Carey also has a role at Iona College that he has held since 2011. Blue Spark Capital Advisors serves individual clients and families, focusing on women experiencing significant life transitions such as divorce, the death of a spouse or parent, retirement, or job changes. The firm provides discretionary investment management combined with comprehensive financial planning, using a liability-driven investing approach implemented through low-cost ETFs and mutual funds.

Syed Tirmizi is a financial advisor at Elphinstone with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Finalis Securities LLC, Alere LLC, Elphinstone, Inc., Avalere, and Itg Inc. Since 2024, he has also served as a partner at Allere LLC DBA SovDoc, where he is engaged in mergers and acquisitions advisory services. Elphinstone provides automated portfolio management to individual and institutional clients through a mobile platform, offering ETF-based portfolios that are managed algorithmically without personalized human advice. The firm’s internet-only delivery model supports a wrap-fee program with no account minimums and includes options for Shariah-compliant investments.

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.