Stephen Varlotta is a Series 65-licensed advisor at ProAthlete Wealth Management LLC with no prior industry experience. His work history includes roles at SL Green Realty Corporation, Greystone Monticello, Piper Sandler, and academic positions at the University of Southern California Marshall School of Business and Syracuse University. ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services primarily to individuals, including high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, serving a client base that includes professional athletes with specialized concierge support.

Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Matthew Stone is a financial advisor at Eagles Coast Wealth Management, LLC with 16 years of industry experience. He has held positions at Sandlapper Wealth Management, LLC and Martin Capital LLC prior to joining Eagles Coast in 2018. He holds Series 63 and Series 65 licenses. Eagles Coast Wealth Management serves individual and institutional clients, including high-net-worth households, providing discretionary portfolio management along with financial planning and consulting. The firm uses a tailored approach based on client objectives and employs a mix of exchange-traded equities, mutual funds, and fixed-income securities, with accounts reviewed quarterly.

Robert Schaefer Sr. is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization. Buckram Securities Ltd provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm offers discretionary portfolio management through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency functions.

Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and previously worked at UBS Securities LLC and Credit Suisse Securities (USA) LLC. Outside of his advisory work, he owns income-producing real estate in London. Diamond NestEgg serves individual clients by providing comprehensive financial planning, coaching, and educational programs. The firm focuses on client-directed implementation and favors passive investment strategies, emphasizing education through workshops and online courses rather than discretionary portfolio management.

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. Outside of advising, he is a part owner of Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual investors without an account minimum. The firm employs a blend of charting, cyclical, fundamental, and quantitative analysis with both long-term and short-term trading strategies, managing accounts on a discretionary basis.

Steven Florio is a financial advisor with The Florio Wealth Management Group in Westbury, NY, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has been active since 2012. Florio is also licensed as an insurance agent, offering individual and group life and health products. The Florio Wealth Management Group provides pension consulting and financial planning services, primarily referring institutional and retirement-plan clients to third-party registered investment advisers. The firm offers fiduciary retirement-plan services under ERISA Section 3(38) and operates using hourly or fixed-fee engagements and referral arrangements rather than traditional percentage-of-assets fees.

Sam Haddad is a financial advisor with Domani Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Domani Advisors since 2018 and previously spent nine years at Morgan Stanley, including three years at Morgan Stanley Private Bank, National Association. Domani Advisors provides discretionary investment management and consolidated reporting services to individuals, high-net-worth clients, trusts, foundations, and small businesses in a family-office style. The firm manages approximately $362.8 million across about 63 client relationships and utilizes a range of investment strategies including fundamental, quantitative, technical, and cyclical analysis, along with the use of derivatives and borrowing within separately managed accounts.

Ron Bezoza is a financial advisor at Lancaster with 21 years of industry experience. His background includes roles at Goldman Sachs, Morgan Stanley Distribution, and several capital and financial technology firms. He holds Series 66 and Series 65 designations. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic, quantitative investment approach incorporating artificial intelligence and algorithmic execution.

Christopher Tuttle is a CFP® professional with 34 years of experience in financial advising. He has worked at Tuttle Financial Services, Ltd. since 2004 and previously spent 14 years at Purshe Kaplan Sterling Investments. He also teaches the CFP® curriculum part-time for various companies, including Dalton Education, LLC. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm offers an integrated planning process without discretionary portfolio management, focusing on a global review of clients’ holdings, tax efficiency, diversification, and consulting on third-party money managers.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

Daniel Baumgartner is a financial advisor at Terra Nova Asset Management LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Terra Nova Asset Management LLC since 1998. Terra Nova Asset Management LLC advises high-net-worth individuals, family offices, and institutional clients, offering tailored portfolio management with both discretionary and non-discretionary services. The firm emphasizes longer-term holdings across equity and fixed-income instruments, including foreign securities, and conducts regular portfolio reviews at least quarterly.

Zoe Vlachos is a financial advisor at Adalta Capital Management LLC with five years of industry experience. She has been with Adalta since 2016. 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, following a long-only, value-based investment discipline focused on financially strong companies.

Matthew Seymour is a financial advisor at Acorn Capital Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC and Acorn Capital Partners. Outside of financial advising, he owns an accounting services firm, Seymour Associates PA. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals and institutional entities. The firm combines fundamental and technical methods, including market-timing strategies, and offers a distinctive subscription research platform that publishes market commentary and trade ideas.

David Weigel is a CFP® professional with 30 years of industry experience. He currently operates Weigelfam, an independent wealth management firm in New York, NY. Prior to founding Weigelfam, he worked at RBC Capital Markets, LLC from 2013 to 2020. Weigelfam provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a diversified investment approach incorporating fundamental and cyclical analysis, proprietary models, and a long-term orientation, while also offering institutional pension consulting and retirement-plan services.

Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Cicero Therapies/Forge Equity Partners, Speech South Associates LLC, Brooklyn Speech Solutions PLLC, and E*TRADE Professional Trading, LLC. Target Rock Wealth Management provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, as well as institutions and organizations. The firm emphasizes passive portfolio construction supplemented by fundamental analysis and offers tailored planning and management programs.

Kent Sheng is a CFA® charterholder with 23 years of industry experience and has been with Tandem Capital Management, Inc. since 1991. He holds a Series 63 license and also serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management, where he reviews finances and records minutes. Tandem Capital Management provides wealth management and investment advisory services to high-net-worth individuals, families, entrepreneurs, executives, trusts, estates, and retirement plans. The firm employs a combination of top-down macro and sector outlook with bottom-up fundamental analysis, managing concentrated, discretionary portfolios with a long-term orientation and relatively low turnover.

Kevin Taylor is a financial advisor at Rosecliff Capital Advisory LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Olympia Asset Management, Ltd. for 15 years before joining Rosecliff Capital Advisory in 2020. Rosecliff Capital Advisory LLC provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages wrap-fee accounts on a discretionary basis, tailoring portfolios using a broad range of asset classes to meet clients’ investment objectives and risk tolerance.

Boris Khaim is a financial advisor at Clutch Capital Management, LLC in Forest Hills, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clutch Capital Management since 2010. 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. The firm employs a top-down investment approach focused on diversification, risk management, and tailored portfolios according to clients’ risk tolerance and investment objectives.

Jason Gold is a financial advisor at GreyCliff Wealth Management, LLC in New York, NY, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BCG Securities, Inc. From his other activities, he is a founding member of LiveLaughLoveCharities.com, a charity focused on coordinating events. GreyCliff Wealth Management serves individuals, families, trusts, non-profits, pension plans, and businesses, providing financial planning and discretionary asset management. The firm emphasizes diversified, long-term portfolios with cost control and tax efficiency, using fundamental and technical analysis to tailor asset allocation and employing a range of strategies based on client risk tolerance.