Michael Livian is a CFA® charterholder with over 16 years of experience in the financial industry. He is the founder of Livian & Co. and previously worked at Safdie Investment Services Corp. He also serves as managing member of Lehmann Livian Fridson Advisors, LLC. Livian & Co. primarily serves high-net-worth investors by offering discretionary and non-discretionary portfolio management, investment consulting, and private-fund advisory services. The firm integrates a top-down macro approach with fundamental and technical security selection and employs strategies including listed options, tactical trades, and a tail risk hedging program.

Bahman Mossavarrahmani is a financial advisor at UAS Asset Management in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with United American Securities, Inc. since 1987. UAS Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs fundamental security analysis with a focus on concentrated equity positions for long-term value, and also manages a private pooled investment vehicle that pursues a more speculative strategy involving derivatives, short selling, and margin.

Darnel Bain is a financial advisor at Passive Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Passive Management, Bain worked at Prospective Professional Services, Samsung/Mosaic, and Sprint. Passive Management LLC is a state-registered investment adviser serving individual clients, small businesses, trusts, estates, and pension or profit-sharing plans. The firm employs a model-driven investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis, and uses leverage, derivatives, and strategic asset allocation within discretionary portfolio management.

Suzanne Bottoms is a financial advisor with Firebrand Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at DHR Investment Counsel, Ltd., Royal Alliance Associates, INC., SII, and SEIA. She is licensed as an insurance agent in Virginia but is not actively engaged in insurance sales. Firebrand Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, employer-sponsored retirement plans, and charitable or corporate entities. The firm emphasizes passive portfolio construction augmented by fundamental analysis and offers a range of services including tailored financial plans, held-away account advice, and coordinated tax preparation support.

Liam Dalton is a financial advisor at Axiom Investment Management LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Capital Management, Inc. since 1990. Outside of his advisory role, he serves as president of Dalstar Corporation, an investment consulting business. Axiom Investment Management provides discretionary asset-allocation and portfolio management services primarily to high-net-worth individuals, pension and retirement plans, trusts, and other institutional clients. The firm offers multiple advisory product structures and 3(38) manager services, with an affiliation to an in-house broker-dealer and involvement in pooled investment vehicles.

Amit Bose is a financial advisor at Wealthnest Capital Inc. with 28 years of industry experience. He previously worked at Western International Securities, Inc. for eight years. Outside of his advisory role, he serves as president of Synergy Global Group Inc., a management consulting firm specializing in new products and services. Wealthnest Capital Inc. serves individual and high-net-worth clients with tailored financial planning and both discretionary and non-discretionary portfolio management. The firm employs multiple analytical approaches and diversified investment strategies, including options and derivatives, and manages approximately $27 million across fewer than 100 client relationships.

Mason Stark is a financial advisor at The Healy Group LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wilshire Phoenix and Ballast Capital Management. The Healy Group LLC is a state-registered investment adviser offering individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing.

Gaurav Lall is a financial advisor with VCP Financial LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at VCP Financial since 2013 and previously at Sterne Agee from 2012 to 2017. Lall is co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, and Vessel Capital Management, LLC, a private fund advisory firm. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis and employs various strategies including long- and short-term trading, short sales, and options writing, managing accounts on both discretionary and non-discretionary bases.

Kaushal Majmudar is a financial advisor at Ridgewood Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ridgewood since 2002 and Global Asset Services since 2020, where he serves as CEO. Majmudar is also president of a private investment holding company and holds ownership interests in various private funds and business ventures. Ridgewood Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and foundations. The firm employs fundamental research and proprietary models with a long-term investment approach and sponsors multiple private pooled investment vehicles across diverse strategies.

Devon Shapiro is a financial advisor at Shapiro Financial Security Group, Inc. with one year of industry experience and a Series 65 designation. Prior to his current role, he worked in various positions including roles at Atlantic Physical Therapy and several educational institutions. Shapiro Financial Security Group provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Daniel O'Donnell is a CFA® charterholder and Series 65 licensed advisor with 15 years of industry experience. He has been with Xpotential Inc. since 1999. Outside of his advisory role, he serves as an independent director on the board of Informetric Systems Inc., a software company focused on manufacturing automation. Xpotential Inc. provides discretionary portfolio management to individuals, trusts, foundations, small businesses, pensions, and other institutions. The firm uses globally diversified portfolios with low-cost index funds and ETFs, applying both strategic asset allocation and tactical overlays to manage risk and liquidity according to client objectives.

Kenton Kilmer is the president of Addigence Corporation, an investment adviser based in New York, NY, with eight years of industry experience. He previously worked at Young America Capital and F&Y Capital LLC. In addition to his advisory role, Kilmer provides management and business consulting services through Additive Intelligence LLC. Addigence Corporation operates an online investment platform serving high-net-worth and qualified individual allocators by replicating third-party portfolio manager strategies in discretionary accounts. The firm uses performance-based fees and an internet-based delivery model focused on fractional-share replication and integration with brokerage services.

Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of Autonomous Technologies Group Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work experience includes roles in hospitality and entertainment companies. Additionally, he is a co-owner of a wine bar in Grand Rapids, Michigan, and a holding company for venture capital investments. Autonomous Wealth Management LLC provides discretionary investment management to a limited number of invited individual retail clients through a digital platform. The firm uses proprietary AI-driven systems to construct portfolios and executes transactions on a discretionary basis with brokerage accounts custodied at Apex Clearing Corporation.

Patrick Ceccacci is a financial advisor at Prosperiant Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Laidlaw Wealth Management, Bank of America, Merrill Lynch, and VOYA Financial Advisors. Prosperiant Wealth Management, LLC provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities, fixed income securities, and exchange-traded funds. The firm emphasizes long-term trading guided by cyclical and fundamental analysis, with client objectives, tax considerations, and documented risk tolerances driving portfolio design.

Jun Chen is a financial advisor at Fidare Wealth Solutions LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Northwestern Mutual Investment Services LLC. Chen is also licensed to sell various insurance products. Fidare Wealth Solutions provides investment advisory and financial planning services to individual and high-net-worth clients through managed accounts and written financial plans. The firm offers asset-based portfolio management along with separate or project-based financial planning and hourly consulting engagements.

Patrick Donohue is a financial advisor at Vanquour LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Aegis Capital Corp. Donohue is also a licensed insurance professional. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term portfolios using diversified assets and combines fundamental and technical research to align investments with clients’ goals and risk tolerance.

Anthony Torrioni is a financial advisor with Inovo Wealth Architects and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including 24 years at LPL Financial. Torrioni is also a CPA involved in tax preparation and serves as Treasurer on the board of Sprout House Nursery School, a nonprofit organization. Inovo Wealth Architects provides portfolio management and comprehensive financial planning to a diverse client base, including individuals, corporations, and retirement plan sponsors. The firm uses diversified investment strategies across traditional and alternative asset classes and incorporates third-party managers and model portfolios tailored to client risk profiles.

Jay Patel is a CFA® charterholder with three years of industry experience. He is currently an advisor at Ahara Advisors and previously worked at BOFA Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors serves high-net-worth families and institutional clients by providing portfolio management, trade execution, and a two-stage financial consulting service. The firm employs an institutional investment process that includes fundamental and economic analysis, customized stress-testing, and tailored asset-allocation strategies.

Aseem Garg is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ahara Advisors since 2021. He previously worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner in multiple private investment pass-through entities, which he uses occasionally for personal investment opportunities. Ahara Advisors offers portfolio management, trade execution, and financial consulting services to high-net-worth families and institutional clients. The firm employs an institutional investment process focused on fundamental and economic analysis, customized stress testing, and tailored asset allocation, while providing consolidated portfolio reporting across public and private assets.

Joseph Halpern is a financial advisor at Exceed Advisory LLC in New York, NY, with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Obsidian CIO, Chelsea Financial Services, Fountainhead Capital Management, and Nebari Securities. Outside of his advisory role, Halpern consults for fintech firms such as Volos Portfolio Solutions and Omega Point Research and provides expert witness services. Exceed Advisory LLC offers option-based investment strategies to a range of clients, including mutual funds, ETFs, institutions, and high-net-worth individuals, primarily through separately managed accounts and sub-advisory roles. The firm focuses on defined-outcome solutions using listed options and derivatives, maintaining a specialized approach without general market commentary or security selection outside its option framework.