Jona Saraci is a financial advisor at Kineo Capital LLC in New York, NY, holding Series 63 and Series 65 licenses. He has prior experience at Morgan Stanley, Aksia, and PwC, among other firms. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, managing approximately $258 million in discretionary assets. The firm focuses on single-stock long/short momentum strategies and derivative-based risk solutions, providing discretionary portfolio management, subadvisory services, and cryptocurrency portfolio management to qualified clients.

Kumi Ichikawa is a financial advisor at Golden Eagle Capital Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Golden Eagle Capital Advisors since 2019. Additionally, Ichikawa has been associated with the Prudential Insurance Company of America and PRUCO Securities, LLC since 2012. Outside of her advisory role, she serves as a health insurance agent for Kure Grinding Wheel America, assisting with the company’s medical and dental insurance reviews. Golden Eagle Capital Advisors is an SEC-registered investment adviser providing portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing, offering both discretionary and non-discretionary advisory programs.

Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, and Prime Number Capital, LLC. Outside of advising, Luo serves as an adjunct assistant professor teaching accounting courses at Baruch College and provides tax planning services through a related tax advisory business. HHL Wealth Advisors is a fee-only registered investment adviser serving individual clients and employer plan sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, using asset allocation and Modern Portfolio Theory with a mix of passive and active funds, including ESG options upon request.

Arber Jashari is a financial advisor at Passive Management LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Advisory Management and TD Bank, as well as nearly a decade of work in the hospitality sector at Angelina's Ristorante. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses. The firm employs a model-driven investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis, and it utilizes strategies including options and margin borrowing at clients’ direction.

Mathew Goldberg is a financial advisor at Manhattan Wealth Management Group with 24 years of industry experience. He holds the Series 66 designation and has worked at Manhattan Wealth Management Group since 2010, including prior roles at MPWM Advisory Solutions, LLC and LPL Financial, LLC. He is involved in non-variable insurance activities as a minor part of his business. Manhattan Wealth Management Group provides discretionary portfolio management and financial planning services primarily to corporations and high-net-worth clients. The firm employs modern portfolio theory with a long-term trading approach, utilizing model portfolios and third-party advisers, and manages a wrap fee program alongside offering insurance products.

Yijia Fan is a financial advisor at IONE Capital Management LLC with six years of industry experience and holds a Series 65 designation. Since 2019, Fan has served as a general partner of the iOne Multi Asset Strategy Fund, a private investment fund. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm uses quantitative, systematic strategies with a focus on risk control and acts as adviser to the iOne Multi Asset Strategy Fund.

Clifford Michaels is a CFP®-designated financial advisor with 38 years of industry experience. He is the sole advisor at Institutional Investment Advisors Corp and has previously worked at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Michaels is also an author associated with Highland Group LLC. Institutional Investment Advisors Corp provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset allocation using a core-and-satellite framework with passive index funds and actively managed high-dividend equities, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Shalabh Mehrish is a financial advisor at VinsonCap Wealth Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Hudson Advisors/Lone Star Funds for twelve years. Mehrish is also a member of VinsonCap LLC, serving as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors provides portfolio management and advisory services to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach emphasizing diversification, consistency, and tax considerations.

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

Ann Marie Regal is a CFP® with 10 years of industry experience, currently serving as a Member and Chief Compliance Officer at Avrio Wealth LLC. She has prior experience at Capital Privée Suisse S.A. and Globaleye Pte Ltd. Ms. Regal is also the CEO and CCO of Avrio Wealth Pte Ltd and holds a license from the Monetary Authority of Singapore. Additionally, she serves as a managing member of CPS German I, LLC, which originates and services loans to real estate developers. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers comprehensive planning with written Investment Policy Statements, global diversification primarily through ETFs, and conducts due diligence on alternative investments, serving a focused client base with an international and affiliated structure.

Lawrence Levy is a financial advisor at IKE Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IKE Capital since 2004, with a prior role at Wunderlich Securities, Inc. from 2015 to 2016. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary investment management. The firm emphasizes large-cap equities and sector diversification, combining fundamental and technical analysis to tailor portfolios to clients' risk tolerance and time horizon.

Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process emphasizing dividend-growth potential and above-average earnings prospects.

John Romano is a financial advisor at AJF Capital Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Osaic Wealth, and American Portfolios Financial Services. Romano has a background that includes roles outside finance, such as positions at CBRE, Inc. and Cutlass Industrial, Inc. AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm provides discretionary and non-discretionary wealth management, retirement, estate and tax planning, risk management, and standalone financial planning, managing approximately $178.5 million in client assets. Their investment approach incorporates Modern Portfolio Theory with asset-allocation core and satellite holdings, offering strategies such as Sustainable Asset Management (SAM), Traditional Asset Management (TAM), and Strategic Investment (SIP).

Ronald Benevento is a financial advisor at Clutch Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Clutch Capital since 2016. Prior to that, he was unemployed for one year. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning on both discretionary and non-discretionary bases. The firm uses a top-down investment approach focused on global and domestic market analysis, with diversification and risk-management strategies, including derivatives trading, to preserve capital.

Jane Bunch is a financial advisor at Revalue LLC in New York, NY, holding a Series 65 credential. She has been with Revalue since 2020 and has prior experience at Zingerman's Cornman Farms and Sweetwaters Coffee and Tea. Revalue serves individual investors and mission-driven institutional clients with investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and offers a unique subscription-based educational platform alongside traditional portfolio management services.

Alec Mc Kenna is a financial advisor at Gables Capital Management, Inc. in New York, NY, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at Masterworks Advisers, LLC, Arete Wealth Management, and Templum Markets LLC. Gables Capital Management is an SEC-registered investment adviser serving high-net-worth and institutional clients, providing discretionary portfolio management and acting as adviser to specialized trusts and a private pooled investment vehicle. The firm employs fundamental and technical analysis with strategies including long and short equity positions, options, derivatives, margin, and short sales, and offers performance-based fee arrangements for qualified investors.

Sharon Highland is the owner and CEO of Barak Asset Management LLC, holding a Series 66 designation with three years of industry experience. She has been affiliated with Barak Asset Management since 2007 and with THS Ltd, a FINRA broker-dealer, since 2008. In addition to her advisory role, she is a licensed insurance broker and agent. Barak Asset Management provides discretionary and non-discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a global-core asset allocation approach with ESG integration, emphasizing diversification, risk controls, and income-focused strategies, and also offers educational workshops and specialized business consulting services.

Marc Bautis is a financial advisor at Bautis Financial, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Bautis Financial since 2008. The firm provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with around $197 million in discretionary assets. Bautis Financial emphasizes client-specific Investment Policy Statements and employs a range of analytical tools to implement diversified trading strategies across multiple asset classes.

Clare Stenstrom is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Clare is a principal at Luesink Stenstrom Financial, a New York-based firm serving individuals, high-net-worth clients, families, small businesses, trusts, and estates. The firm provides holistic financial life and transition planning, discretionary portfolio management, and written financial plans, combining index-based and active strategies with customized asset allocation and diversification.