Congzhu Yang is a financial advisor at HHL Wealth Advisors Inc. in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining HHL Wealth Advisors, Yang worked at New York University and Zhejiang Gongshang University. Yang also serves as a financial associate at HHL Advisors Group, assisting with tax preparation for clients. HHL Wealth Advisors is a fee-only registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individual clients and employer plan sponsors. The firm serves a small client base, emphasizing individualized investment policies using asset allocation and Modern Portfolio Theory, and offers socially responsible options upon request.

Kristopher Grossman is a financial advisor with Equitable Advisors in West Caldwell, NJ, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, both affiliated with his current firm, since 2009. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Frank Berrios is a financial advisor at Drum Hill Capital, LLC with Series 65 registration and one year of industry experience. He previously worked at Bank of America for one year and was a full-time student for nine years. Drum Hill Capital primarily advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines macro analysis with fundamental research to implement diversified model asset-allocation strategies and is notable for its use of margin and derivatives in separately managed accounts.

Kevin Mattison is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2005. He holds the Series 63 designation and is based in New York, NY. Mattison is a director of multiple affiliated entities, including Avior Capital Markets Proprietary Limited and Avior Capital Markets International Limited, among others. Avior Capital Markets US, LLC serves U.S. institutional clients by distributing foreign equity research and facilitating execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, supported by its integration with foreign affiliates.

Mary Nader is a financial advisor at Mary & Pip with a Series 66 license and three years of industry experience. She previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas before joining Mary & Pip. Outside of advisory work, she owns and manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships. She is also represented by Ford Models as talent and serves as a social media brand representative for Gorgie. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online-only advisory platform. The firm uses an algorithm-driven investment approach to create diversified, ETF-based portfolios tailored to client risk profiles.

Theodore Goneos is a financial advisor with Chesapeake Asset Management LLC, holding Series 65 and Series 63 credentials. He has over two decades of industry experience, including a 23-year tenure at Endevon Capital, LLC. Outside of his advisory role, he serves as a trustee for The RETEP Trust and has held managing member positions in business consulting entities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and registered investment advisers. The firm employs fundamental analysis in its public-markets investment process and offers both discretionary portfolio management and non-discretionary advisory support for alternative investments.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor since 2003, alongside his role at Stratacore since 2014. Desalvo is also licensed to sell insurance products, an activity to which he devotes a small portion of his time. Stratacore Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, managing approximately $97 million in assets. The firm combines fundamental, technical, and cyclical analysis in its investment approach, providing both discretionary and non-discretionary asset management and ERISA plan advisory services.

Jacob Oleshansky is a Series 65-licensed financial advisor with eight years at Radix Organization, Inc. and five years of industry experience. Prior to joining Radix, he held roles at Nur Restaurant and Breads Bakery. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting primarily to high-net-worth individual investors. The firm uses a combination of fundamental, technical, charting, and cyclical analysis alongside both long- and short-term trading strategies to tailor and actively manage portfolios.

John Roscoe is a CFA® charterholder with three years of industry experience. He is currently an advisor at Osprey Private Wealth LLC, where he has worked since 2025. His prior experience includes roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth and multi-generational families. The firm offers individually managed portfolios incorporating fundamental and technical analysis, combines planning with investment services, and often accepts fiduciary roles for client trusts and private foundations.

John Mcguire is a CFP® professional at MSM Financial Strategies with four years of industry experience. He has been with MSM Financial Strategies since 1997, a firm based in Bronxville, NY. MSM Financial Strategies is a partner-owned investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds alongside a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Wylie Wang is a financial advisor at Astra Wealth Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Schupak Financial Advisors, HubSpot, Amazon, and the University of Virginia. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active strategies, utilizing institutional funds, equities, bonds, and alternatives when appropriate.

Gabriella Bracaglia is a financial advisor at Prato Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Prato Capital Management since 2005, with prior experience at Wells Fargo Advisors Financial Network LLC. Outside of advising, she works as a server at an assisted living facility and as a bartender. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs a proprietary blend of strategic, dynamic, and tactical asset allocation approaches and offers services through both traditional advisory and wrap fee programs.

Lauren Crossett is a financial advisor at Rebellion Research with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rebellion Research Advisors, LP since 2014 and MassMutual Financial Group since 2010. Rebellion Research Advisors, L.P. is a boutique firm managing approximately $16.5 million for about 75 clients, employing a systematic, machine-learning-based investment approach across discretionary portfolios and a hedge fund. The firm serves both high-net-worth and non-HNW individuals with strategies focused on U.S.-listed equities and multi-asset absolute return investments.

Peter Vlachos is a financial advisor at Adalta Capital Management LLC with seven years of industry experience. He has been with Adalta Capital Management since 2016. Adalta Capital Management 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 and estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies and incorporating third-party manager allocation after due diligence.

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.

Andrea Zilli is a CFA® charterholder and holds the Series 66 license with 11 years of industry experience. He has worked at firms including Merrill Lynch and Kore Private Wealth, and is the founder and CIO of AZ Partners, an advisory and consulting firm for asset management entities. He has been with SFI Advisors, LLC since 2025 and concurrently involved with AZ Partners since 2023. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, corporate retirement plan consulting, and family office services. The firm implements tailored portfolios using approaches such as modern portfolio theory and long-term purchase strategies.

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.

Yuanhao Feng is a financial advisor at Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has professional experience working at Quantel AI Inc. as well as academic roles at Rutgers Business School and the University of Oregon. Quantel provides investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app, offering investment research, non-discretionary advice, and discretionary management. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to construct portfolios aligned with client risk profiles.

Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

John Kelly is a Series 63 licensed financial advisor at Radix Organization, Inc. in New York, NY, with 5 years of industry experience. He has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across both long- and short-term trading strategies, managing about $200 million for roughly 90 clients.