Sam Hicham Alaoui is a financial advisor with 20 years of industry experience, currently affiliated with 9D Capital LLC in New York, NY. He holds Series 63 and Series 65 licenses and has worked at firms including 5D Partners LLC, Crito Capital LLC, and Capital Trust and Associates LLC. Alaoui also serves as a managing member and strategy consultant at Antimatter Capital LLC, a non-securities-related business. 9D Capital provides investment management, financial planning, and wealth-management services primarily to individual and high-net-worth clients, as well as pension plans, corporations, and other entities. The firm employs fundamental, technical, and cyclical analysis in its discretionary portfolio management, which includes equities, ETFs, mutual funds, fixed income, and digital assets.

David Rappa is a financial advisor at Adalta Capital Management LLC with five years of industry experience. He serves as a board member of R.W. Pressprich & Co., a FINRA-registered broker-dealer based in New York. Rappa has worked at both Adalta Capital Management and R.W. Pressprich & Co. since 2016 and 2020, respectively. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach that includes due diligence on third-party managers and customized portfolio construction.

Mitchell Heller is a financial advisor at Hemisphere Partners LLC with 21 years at the firm and five years of industry experience. He is based in New York, NY. Hemisphere Partners primarily advises high net worth individuals and their estate-planning vehicles and personal holding companies, providing ongoing investment advice, discretionary and non-discretionary portfolio management, and consulting services. The firm emphasizes individually tailored, diversified portfolios and utilizes established SMA platforms and custodian due diligence, focusing investment monitoring and advice within its small team of two principals.

Richard Taylor is a financial advisor at Plan First Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at DeVere USA INC. from 2015 to 2018 before joining Plan First Wealth in 2018. Plan First Wealth serves individual clients and families, specializing in British expatriates living in the United States. The firm addresses cross-border financial issues related to UK domicility and provides investment management and financial planning services, including advisory services through the Betterment for Advisors platform.

Roberto Schwartz is a financial advisor at LifeCapital Partners LLC in New York, NY, with 19 years of industry experience. He held a position at Equitable Advisors for 18 years before joining LifeCapital Partners in 2025. He holds the Series 66 designation and is also a licensed insurance agent, spending a portion of his time implementing insurance recommendations. LifeCapital Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary wealth management, retirement account guidance, and financial planning services. The firm emphasizes fundamental analysis with a long-term investment approach, utilizing low-cost mutual funds and ETFs alongside other investment vehicles, and provides access to digital asset accounts through Fidelity Digital Asset Services.

Kevin Hughes is a Series 63 licensed financial advisor with 29 years of industry experience. He has been with American Wealth Administration Group LLC since 2016 and briefly worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Hughes serves as a trustee for Butterfield Library/Westminster Institute and is a board member of the Westminster Development Review Board in Vermont. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a tactical overlay, emphasizing capital preservation and excluding options, margin, private equity, and cryptocurrency from its strategies.

Cynthia Golub is a CFP® professional with 12 years of industry experience, currently serving as an advisor at G-Squared Advisory LLC since 2009. She holds Series 63 and Series 65 licenses and is based in Mamaroneck, NY. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and asset allocation. The firm operates on an hourly or flat-fee basis without managing client assets or accepting discretionary authority.

Michael Raimondi is a financial advisor with Clarus Group LLC in New York, NY, holding a Series 65 designation and four years of industry experience. Prior to joining Clarus Group in 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Raimondi is active in the arts and nonprofit sectors, serving on the board of a charitable organization, managing finances for a theater conglomerate, coordinating reservations for the Dramatists Guild Foundation, and teaching Arts & Entertainment Management as an adjunct professor. Clarus Group LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across 182 clients, employing a combination of fundamental and technical analysis to construct primarily long-term portfolios with flexibility for tax management and market opportunities.

Timothy Mcfadden is a CFP® with 20 years of industry experience and currently serves as an advisor at Value Investment Professionals, LLC. Prior to joining his current firm in 2025, he spent 16 years at TJT Capital Group, LLC. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers unique features such as performance-based fees and borrowing within separately managed accounts.

Shaun La Fleur is a financial advisor at Avrio Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Eagle Review and roles at Cambridge Clean Energy and periods of unemployment. Avrio Wealth is an SEC-registered adviser serving individuals, including many high-net-worth clients, as well as corporations and institutions. The firm offers financial planning, investment advisory services, and portfolio management with a globally diversified, total-return approach that incorporates low-cost ETFs, individual equities, fixed income, real estate, private placements, and other alternatives.

William Villafranco is the principal advisor at Villafranco Wealth Management in Cresskill, NJ, with 30 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Apb Financial Group, Inc. He is involved in several nonprofit organizations, serving as a trustee for the Virginia B. Toulmin Foundation III and the National Foundation for Facial Reconstruction, and is the founder of Footprints in the Sand as well as owner of Humble Yoga LLC. Villafranco Wealth Management provides personalized investment management services to wealthy individuals, high net worth families, trusts, private foundations, and internal private investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, sponsors and advises private pooled investment vehicles, and manages related private funds, with a focus on customized portfolios using model allocations, fundamental analysis, and a mix of mutual funds, ETFs, equities, and third-party managers.

Ilir Gjoni is a CFP® professional with 13 years of experience at Capital Preservation Partners, Inc. in Bronxville, NY. He has been with the firm since 2013. Outside of his advisory role, he is involved in real estate brokerage and property management through entities including Alphabet Realty, LTD and Adriatic Holdings LLC. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans, providing tailored financial planning and portfolio management. The firm uses a combination of fundamental and technical analysis to construct portfolios and emphasizes ongoing monitoring and specialized planning services.

Kathleen Buske is a CFP® with 24 years of industry experience, currently affiliated with Valley Financial Management, Inc. She has worked at Hallmark Capital Management Inc. since 2016 and held a position at New Century Asset Management, Inc. from 2002 to 2016. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through an online and mobile interface. The firm offers automated implementation and rebalancing of model ETF portfolios based on client-provided data, with investment options ranging from conservative income to aggressive growth.

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 CFP®-certified financial advisor with Development Group LLC, bringing five years of industry experience. He has been with Development Group LLC since 2003, totaling 23 years at the firm. Development Group LLC provides non-discretionary investment consulting and research services primarily to middle-market institutional clients, using quantitative and risk-analytic methods to support asset allocation, advisor selection, and portfolio modeling. The firm specializes in areas such as hedge fund due diligence, secondary-market pricing, and asset recovery valuation.

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.

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 with three years of industry experience. He is currently with Kahn Brothers Advisors LLC, where he has worked since 2023, following roles at Atlantic Lion Investments and VGI Partners. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm uses a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, typically holding investments for three to five years or longer with an emphasis on downside protection.

Michael Madorsky is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding a Series 65 designation. He has experience working with Amberwave Capital Management, Orsid Realty, and Atreaus Capital Management, with a total of one year at Grant Wealth Advisors. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including equities, mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm employs various analytical methods and offers complex investment vehicles while maintaining a distinctive practice that includes free financial planning for portfolio management clients and a refusal to accept performance-based fees.

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.