Nazariy Blagyy is a financial advisor with 4 years of industry experience, currently affiliated with 9D Capital LLC. He holds the Series 63 and Series 65 designations and has worked at several firms, including North Pillar Capital LLC and 5D Partners, LLC. Outside of advisory work, Blagyy is involved as a managing member and strategic marketing consultant for Strategic Nexus LLC and serves as a creative director for Twelve Fourteen LLC. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting to individuals, pension plans, corporations, and other entities. The firm manages approximately $10.6 million and focuses on individualized client relationships through fundamental investment analysis and tailored portfolio management.

Mehak Thukral is a financial advisor at Lionshead Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Lionshead since 2017, following a prior year at Wilmington Capital Securities LLC. Outside of her advisory role, she manages Rising Properties, LLC, a real estate property management business. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside financial planning, consulting services, pension and 1031 exchange consulting, and a Micro Family Office program that integrates estate, tax, and wealth-transfer planning.

Constantinos Athanailos is a financial advisor at Hurley Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Capital, he worked at Ernst & Young and held academic positions at St. John's University and SUNY University at Albany. Hurley Capital provides discretionary investment management and limited financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a macro-oriented, fundamental, value-focused investment process that incorporates the use of options and other derivatives across various asset classes.

James Caulfield is a financial advisor with Shamrock Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Shamrock Financial Services since 2009 and spent eight years at Taylor Capital Management prior to that. Caulfield is also an insurance agent, dedicating approximately half of his time to offering insurance products to clients. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management centered on ETF-based model portfolios. The firm emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing, utilizing third-party sub-advisory platforms while maintaining fiduciary oversight.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Jens Nordvig is a financial advisor at Vanda Research Corp in New York, NY, holding Series 65 and Series 63 licenses. He has one year of experience at Vanda Research Corp and previously spent nine years at Exante Data, Inc. Vanda Research Corp provides investment research and data services to institutional clients such as investment banks and asset managers. The firm focuses on tactical risk advising through macroeconomic investment themes using cross-asset analysis and quantitative methods, offering subscription reports, customized research, and proprietary data.

Thomas Capola is the founder of BESA Capital Partners and holds Series 63 and Series 65 credentials. He has over 25 years of experience in investment management through his roles at DGM Asset Management since 1997 and as founder of Rebel Goat Partners, LLC, which manages various family-owned real estate properties. BESA Capital Partners is an investment manager serving primarily pooled vehicles and institutional-type clients, employing a broad investment approach that includes fundamental, technical, and cyclical analysis across a wide range of asset classes and strategies. The firm offers tailored portfolio management with discretionary authority and provides financial planning and educational seminars.

John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.

Gary Schatsky is a financial advisor at IFC Personal Money Managers, Inc. with 6 years of industry experience. He has been affiliated with IFC Personal Money Managers since 1982. In addition to his advisory role, he practices law as a sole practitioner, dedicating 10-20 hours per month to this non-investment related activity. IFC Personal Money Managers serves individual and high-net-worth clients, trusts, estates, and charitable organizations by providing investment advisory services, financial planning, consulting, and optional tax preparation. The firm primarily operates on a non-discretionary basis, using a variety of analytical methods and strategies to tailor portfolio management and planning engagements to client objectives.

James Suazo is a ChFC® with four years of industry experience, currently with Baron Financial Group LLC in Fair Lawn, NJ. He has been with Baron Financial Group for his entire career, spanning from 2016 to the present. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis, focusing on asset allocation and integrating financial planning with portfolio management.

James Pacilio Jr is a financial advisor at Kingsbridge Advisors, LLC with 51 years of industry experience. He holds a Series 63 designation and has worked at Kingsbridge Advisors and related firms since 2000, with prior experience at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as president of North Hill Gang, LLC, a hunting club. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly but evaluates and monitors external managers on clients' behalf.

Arunava Das is a financial advisor at InCred Wealth Inc. with 11 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JM Financial Securities Inc. for 11 years before joining the InCred group of companies in 2026. InCred Wealth Inc. provides investment advisory and consulting services to high net-worth individuals, qualified purchasers, accredited investors, pension plans, trusts, and businesses. The firm focuses on fundamental analysis and diversification across mutual funds, private funds, and individual equities, employing both discretionary and non-discretionary strategies with a primarily long-term approach.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Poxono Capital. His prior roles include positions at Alliance Bernstein, BlackRock Investments LLC, and Vernier Capital Partners. He is also the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital offers discretionary investment advisory services primarily to individual and high-net-worth clients, providing customized portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and manages a privately organized pooled investment vehicle alongside traditional advisory services.

Keith Cho is a financial advisor at Gramercy Strategic Capital LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Manchester Capital Management LLC, SunTrust Bank, and GenSpring Family Offices. Gramercy Strategic Capital LLC provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm uses a combination of analytical methods and employs both discretionary and non-discretionary account management, often directing clients to outside managers and alternative investment vehicles.

Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.

Andrew Shoemaker is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Hurley Capital, LLC since 2022 and previously held roles at Capital Estate Advisors, Inc., Strategic Funding Source, Inc., and Morgan Stanley. Outside of finance, he was involved with Custom Image Laser Engraving, Inc. for eight years. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment approach, utilizing a range of securities and occasionally less liquid or specialty vehicles, while also offering consolidated reporting through an eMoney portal.

George Allen is a financial advisor at G.B. Allen Associates, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1987. In addition to his advisory role, Allen is president and managing partner of an affiliated CPA firm, GB Allen, Castro & Associates. G.B. Allen Associates serves individuals, trusts, estates, and business entities, managing approximately $99.5 million across about 25 client relationships. The firm provides discretionary investment management and financial planning with customized portfolios, and is affiliated with a CPA practice that offers tax and accounting services under separate agreements.

Stephanie Meket is a financial advisor at Wise Wealth Management, LLC in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. She has been with Wise Wealth Management since 2004. Wise Wealth Management serves individuals, families, trusts, estates, privately held businesses, and retirement plans by providing comprehensive wealth management, financial planning, and discretionary portfolio management with a focus on customized portfolios that emphasize asset allocation, global diversification, and alternative asset classes.

Yibo Huang is a CFA® charterholder with 18 years of industry experience, currently serving as the sole advisor at Sicart Associates, LLC since 2016. Based in New York, NY, he holds the Series 63 designation and focuses on discretionary investment advisory services. Sicart Associates provides wealth management and multi-family office services to individuals, families, trusts, foundations, and a private investment vehicle. The firm employs a global contrarian value, bottom-up investment approach with a long-term, buy-and-hold strategy and manages approximately $445 million in discretionary assets under management through a compact advisory structure.

Maura Griffin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Blue Spark Capital Advisors since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm that serves individual clients, specializing in supporting women and their families through major life transitions. The firm employs a liability-driven investing approach with broad diversification and integrates comprehensive financial planning into each client relationship.