Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd in Red Hook, NY. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Jones has been with Third Eye Associates since 2005. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management when appropriate.

Robert Mazzocco is a financial advisor with LeClair Wealth Partners based in New York, NY. He holds Series 66 and Series 65 licenses and has been in the industry since 2026. His prior experience includes roles at GT Securities, Inc. and LeClair Capital Partners, LLC, among other firms. LeClair Wealth Partners provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio approach supported by artificial intelligence tools and invests across a broad range of instruments while offering a firm-branded wrap fee program.

David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.

Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a manager and analyst at Kahn Brothers Advisors LLC, where he has been working since 1978. His career includes extensive roles within affiliated investment advisory and asset management entities. 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 employs a modified value investing approach focused on bottom-up fundamental analysis of publicly traded U.S. equities, emphasizing downside protection and typically holding investments for three to five years or longer.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 19 years of industry experience. Prior to founding The Quick Group in 2025, Leslie spent ten years at Stifel, Nicolaus & Company, Incorporated. Leslie also serves as a registered representative for Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trusts or foundations. The firm emphasizes separate-account portfolio management with a combination of top-down and bottom-up investment processes, tax-aware strategies, and cost-conscious portfolio construction across a range of asset classes.

Jona Saraci is a financial advisor at Kineo Capital LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Morgan Stanley, Aksia, and PwC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, using a combination of fundamental, technical, quantitative, and qualitative analysis alongside artificial intelligence and machine learning tools. The firm manages multiple strategies, including equity and derivatives programs, and serves as a sub-adviser to private funds and pooled investment vehicles.

David Enciso is a Series 65-credentialed advisor at Financial Q Group LLC with experience at MetLife Investment Management, QQ Capital Fund, and Lockheed Martin. He has been with Financial Q Group since 2026. Financial Q Group LLC is a registered investment adviser serving high-net-worth individuals, trusts, family offices, and other entities. The firm employs a disciplined, systematic investment process combining fundamental, macroeconomic, and technical analysis, utilizing a range of instruments including derivatives, hedging, and short positions to tailor strategies across multiple time horizons.

Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Cetera Financial Specialists LLC and Prime Number Capital, LLC. In addition to his advisory work, Luo serves as an adjunct assistant professor teaching accounting courses at Baruch College. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting for individuals, employer-sponsored plans, and small businesses. The firm uses an asset-allocation approach based on modern portfolio theory and fundamental analysis, combining passive and active investments tailored to clients’ goals and risk tolerance.

Arber Jashari is a financial advisor at Passive Management LLC in New York, NY, holding a Series 65 designation with five years of industry experience. His work history includes roles at Advisory Management and TD Bank prior to joining Passive Management LLC. Before entering the financial industry, he spent nine years working at Angelina's Ristorante. Passive Management LLC provides discretionary portfolio management to individual investors, small businesses, trusts, estates, and pension or profit-sharing plans. The firm employs a multi-disciplinary investment process and offers retirement plan consulting, portfolio monitoring, and periodic reviews tailored to clients' goals and risk tolerances.

Prathumna Reddy is a CFA® with 13 years of industry experience, currently serving at Percent Advisors LLC since 2018 through affiliated entities. His prior experience includes four years at UBS Securities LLC. Reddy holds a Series 63 license and is based in New York, NY. Percent Advisors LLC provides discretionary and non-discretionary investment advisory services to institutional clients and high-net-worth investors, specializing in private credit and structured credit investments through separately managed accounts and privately offered pooled vehicles. The firm integrates underwriting, placement activity, and a technology platform operated by its parent company to support its investment process.

Junyi Yuan is a financial advisor with Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has previously worked at Quantel AI, Inc., Rutgers Business School, and Shanghai University. Yuan has no prior industry experience outside his current advisory role. Quantel offers investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to manage portfolios aligned with client risk profiles, providing both discretionary and non-discretionary advisory services.

Andrew Kutz is a CFP® professional with over 30 years of experience at Kutz and Company Inc. He serves as president and CPA of Kutz & Kutz CPA's P.C., a non-investment related accounting firm based in Great Neck, NY. Kutz and Company Inc. provides tax and accounting services alongside personal financial planning and discretionary asset management to individuals, executives, trusts, and high net worth clients. The firm integrates its active tax and accounting practice with advisory services, developing client-specific written plans and managing portfolios primarily composed of no-load mutual funds and ETFs.

Mathew Goldberg is a financial advisor with Manhattan Wealth Management Group in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has worked at Manhattan Wealth Management Group since 2010 and has held roles with MWMG Advisors, LLC and MPWM Advisory Solutions, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based approach with strategic asset allocation, blending internally managed positions, third-party managers, and custodian model portfolios to manage approximately $153.1 million in discretionary assets.

Nilanjan Das is a CFA® charterholder currently with Ciro Capital LLC and has one year of experience in the industry. His prior work history includes roles at Blue Sun Advisors LLC, Decimal Point Analytics, and Deutsche Bank. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios and incorporates third-party money manager oversight as part of its investment approach.

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.

Cyrus Mossavar Rahmani is a financial advisor with UAS Asset Management, holding a Series 65 credential and five years of industry experience. His prior roles include working at Keen Venture Partners BV and a period of self-employment. Outside of his advisory work, he manages Parrotia I, LLC, which holds early-stage private company shares as a passive investment. UAS Asset Management provides investment management services to individuals, related entities, and institutional clients including municipalities and public pension plans. The firm employs a fundamental, bottom-up approach with concentrated equity portfolios for separately managed accounts and a more speculative strategy for its private pooled vehicle.