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.

Robert Hayden is a CFP® professional with 14 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2013. He holds the Series 66 designation and has prior experience teaching as an adjunct professor of financial planning at New York University. Hayden also served as a director on the CFP Board of Directors for a four-year term beginning in 2011. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services. The firm emphasizes planning and oversight without discretionary portfolio management, coordinating with outside managers and providing clients with detailed financial plans and action lists.

Michael Livian is the sole advisor at Livian & Co. in New York, NY, holding the CFA® designation and Series 66 license with six years of industry experience. He has led Livian & Co. since 2010. Livian is also the managing member of another SEC-registered investment adviser, Lehmann Livian Fridson Advisors, LLC. Livian & Co. primarily serves high-net-worth investors, offering discretionary and non-discretionary portfolio management, investment consulting, and advisory services for pooled investment vehicles and private funds. The firm’s investment approach integrates a top-down macro perspective with fundamental and technical security selection, employs multiple model portfolios, and uses strategies such as listed options and tactical hedging to manage risk.

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.

George Spritzer is a CFA® charterholder with 16 years at Southland Investments and 18 years of experience in the financial industry. He is based in Roslyn Heights, NY, and has worked at Bright Trading LLC since 2008. Outside of advisory work, he receives nominal compensation from a public blog. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology focused on passively managed index funds and ETFs, managing downside risk through a trailing sell-stop discipline and proprietary indexes.

Vito Abbondandolo is a financial advisor with Abbondandolo Wealth Management Corp in Glen Cove, NY. He holds a PFS™ designation along with Series 63 and 65 licenses and has 14 years of industry experience. He has worked at Abbondandolo Wealth Management Corp since 2013 and has been a CPA at Abbondandolo & Company CPAs LLP since 1989. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts, focusing on strategic asset allocation with diversification and disciplined rebalancing. The firm operates with a small advisory team affiliated with a CPA firm and manages portfolios exclusively through the SEI investment platform.

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.

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.

Ayelet Kindler is a CFP® professional with 26 years of industry experience, currently serving at Valley Financial Management, Inc. She has held roles at Valley Wealth Managers, Inc., Valley National Bank, and Leumi Investment Services Inc. Throughout her career, she has worked extensively in the New York, NY area. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through a fully electronic system. The firm uses algorithm-driven model ETF portfolios tailored to client profiles, with automatic implementation and periodic rebalancing.

Eliyahu Engelman is a financial advisor with Valley Financial Management, Inc. based in New York, NY. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Valley Wealth Managers, Valley National Bank, and Leumi Investment Services Inc. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that provides discretionary portfolio management and automated implementation of model ETF portfolios. The firm’s advice is based on client information and offers a range of target portfolios that are automatically managed and periodically rebalanced.

Michael Mongiello is a financial advisor at Old Bridge Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including EisnerAmper and United Advisors. In addition to his advisory role, he has been involved in mechanical contracting and tax preparation businesses. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm employs a variety of analysis methods and pursues both long- and short-term strategies, including the use of alternative investment vehicles.

Clement Ballas is a financial advisor at Turtle Bay Group, Inc. in New York, NY, holding a Series 65 designation with 14 years of industry experience. He has been with Turtle Bay Group since 2010. Outside of his advisory role, he serves as treasurer of Edgar Dobie, Inc., a private consulting firm in the entertainment industry. Turtle Bay Group primarily serves high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides consulting and non-advisory family office services and acts mainly as a solicitor/referrer to a third-party registered investment adviser for portfolio management.

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.

Michael Bernstein is a CFP® professional with three years of industry experience. He is currently with Lionshead Wealth Management, LLC and previously worked at Noble Financial Group, Equinox, Investor Solutions, Brightscape Investors, and the University of Miami. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm offers customized portfolios aligned with client objectives and risk tolerance, employing model portfolios and strategies such as Modern Portfolio Theory and tax-loss harvesting.

Linda Mccurdy is a financial advisor with Radix Organization, Inc., holding a Series 63 designation and five years of industry experience. She 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 range of analytical approaches and trading strategies to tailor and manage equity-focused portfolios, overseeing approximately $200 million for around 90 clients.