Joseph Rodriguez is a financial advisor at Matriarch Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2018 to 2024. Outside of his advisory role, he is a business consultant for JALEX LLC. Matriarch Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and small businesses. The firm manages diversified portfolios using third-party managers, model-based allocation, and OCIO/TAMP solutions, and offers ongoing consulting on estate and tax-aware planning.

Roberto Schwartz is a financial advisor at LifeCapital Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for 18 years. Schwartz is also a licensed insurance agent, dedicating part of his professional time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, wealth management, and financial planning, using primarily low-cost, diversified mutual funds and ETFs alongside individual securities, alternatives, and digital assets.

Edwin Adams is a financial advisor at Brewster Financial Planning LLC in Brooklyn, NY, holding a Series 65 designation with two years of industry experience. He has been with Brewster Financial Planning since 2016. Brewster Financial Planning provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm operates as a fee-only, SEC-registered adviser using goal-based investment policies and primarily passive, globally diversified portfolios.

Michael Raimondi is a financial advisor with Clarus Group LLC in New York, NY, holding a Series 65 designation and four years of industry experience. Prior to joining Clarus Group in 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Raimondi is active in the arts and nonprofit sectors, serving on the board of a charitable organization, managing finances for a theater conglomerate, coordinating reservations for the Dramatists Guild Foundation, and teaching Arts & Entertainment Management as an adjunct professor. Clarus Group LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across 182 clients, employing a combination of fundamental and technical analysis to construct primarily long-term portfolios with flexibility for tax management and market opportunities.

Timothy Mcfadden is a CFP® with 20 years of industry experience and currently serves as an advisor at Value Investment Professionals, LLC. Prior to joining his current firm in 2025, he spent 16 years at TJT Capital Group, LLC. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers unique features such as performance-based fees and borrowing within separately managed accounts.

Tyler Bowden is a financial advisor at Reik & Co., LLC with a Series 65 designation and two years of industry experience. He has been with Reik & Co. since 2014. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap stocks.

James Balk is a financial advisor at American Trust Investment Services Advisory, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining American Trust, he worked at Fortis Capital Advisors, LLC and Dominari Securities LLC. Outside of his advisory role, he is the owner and founder of JCB4 Holding, a company that incubates start-up entities. American Trust Investment Services Advisory, Inc. serves individuals, qualified retirement accounts, corporations, trusts, estates, and endowments, managing approximately $14.9 million for about 80 clients through a five-advisor team. The firm primarily operates on a non-discretionary basis with tailored investment strategies based on fundamental security screening and client risk profiles.

Krystina Brown is a CFP® professional with six years of experience at Financial Decisions, LLC, where she has worked since 2012. She is based in Fair Lawn, NJ, and is part of a four-advisor team. Financial Decisions, LLC offers discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, retirement plans, corporations, business entities, and charitable organizations. The firm employs a multi-office structure with a small advisor team and manages approximately $321 million in assets, providing ongoing portfolio management and the use of various investment vehicles including mutual funds, ETFs, individual equities, and private investment funds.

Sam Keylock is a financial advisor at Constitution Investment Advisory and Portfolio Management with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Reebok and Accavallo & Company. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $225 million on a discretionary basis for about 130 clients and employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and other vehicles, including derivatives strategies such as covered options.

Justin Hod is a financial advisor at Revel Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at May Capital Group, Strategic Wealth Management Group, Bank of America, Merrill, and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other business entities. The firm employs a mix of quantitative and qualitative analysis, modern portfolio theory, and charting to manage portfolios using a broad range of investment instruments, and offers both asset-based advisory fees and fixed-fee financial consulting options.

Walter Vester is the sole advisor at Huygens Capital LLC in New York, NY, holding a Series 65 credential with four years of industry experience. Since 2012, he has managed Huygens Capital and also serves as a Director of Operations Services Excellence at Boston Consulting Group, focusing on internal change programs. Huygens Capital provides discretionary portfolio management through separately managed accounts and a web-based robo-adviser platform serving individuals, family offices, registered investment advisers, corporations, and fund clients. The firm employs a fully systematic, low-frequency investment approach using proprietary market-stress indicators and statistical analysis to adjust exposures across U.S. equities, Treasury ETFs, volatility-linked products, and Ethereum, with trades executed on a limited number of days annually.

James Korzik is a financial advisor with First Light Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining First Light in 2018, he worked at Ameriprise Financial Services from 2011 to 2018. Outside of his advisory role, Korzik is a licensed private marine captain and owner, operating recreational and fishing vessels. First Light Wealth Advisors serves individual clients, retirement plans, and other institutional clients, offering financial planning, consulting, and portfolio management. The firm employs a portfolio construction approach based on Modern Portfolio Theory and combines fundamental and cyclical analysis, tailoring strategies to clients’ risk tolerance and financial goals.

Gavriel Kandkhorov is a financial advisor at Row Management Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Gladstone Wealth Group, and Wells Fargo Advisors Financial Network. Kandkhorov is also a licensed insurance agent with Royal Oak Insurance Agency. Row Management is an independent, single-advisor firm that provides portfolio management and personalized investment planning to individuals, high-net-worth households, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers both discretionary and non-discretionary services across a range of investment products.

Louis Berger is a financial advisor at Washington Square Capital Management LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Washington Square Capital Management since 2009. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach focuses on fundamental value analysis supported by technical and macroeconomic factors, and it offers distinct strategies including Capital Core Fixed Income, Global Allocation, and Global Balanced.

Patrick Stadelhofer is a CFA® charterholder and financial advisor at Kahn Brothers Advisors LLC with three years of industry experience. He previously worked at Atlantic Lion Investments and VGI Partners. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and institutional investors, focusing primarily on publicly traded equity portfolios. The firm employs a modified Graham and Dodd value investing approach based on bottom-up fundamental analysis and typically holds investments for three to five years or longer.

Abel Reyes is a financial advisor at Rimac with a Series 65 credential and one year of industry experience. He previously worked at Silicon Valley Bank and Pacific Western Bank. Rimac Capital provides tailored investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations, managing approximately $7.6 million in client assets across about 20 accounts. The firm uses a variety of analytical approaches and typically seeks discretionary trading authority to implement client-specific investment plans.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Blue Ox since 2015. Blue Ox Capital Management provides advisory services primarily to high-net-worth individuals, focusing on manager selection and asset allocation across a range of investment products without taking custody of client assets. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to recommend both long- and short-term strategies, including options trading where appropriate.

Stephen Leeb is a Series 65-licensed advisor with Leeb Capital Management, Inc. in New York, NY, bringing 19 years of industry experience. He has held roles at Leeb Index Trader, Emerging Advisory, Tci Enterprises, Leeb Brokerage Services, and Leeb Research Consultants. Outside his advisory work, he serves as editor of investment newsletters The Complete Investor and Real World Investor, writing on general stock investing topics for Capitol Information Group. Leeb Capital Management provides discretionary portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $112 million across about 60 accounts. The firm employs a top-down macroeconomic approach combined with bottom-up security selection across three core strategies, incorporating explicit sell disciplines and position-weight limits.

Charles Lalanne is a financial advisor at Astra Ventures with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Tse Capital Management and Bloomberg. Astra Ventures provides investment advice and portfolio management to individual and institutional clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis. The firm is notable for its Commodity Trading Adviser registration and its management of privately offered pooled funds.

Abd Alrahman Al Asaad is an advisor at Basic Capital Advisors LLC with Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at StormSafe Asset Management, Harvard Business School, and Goldman Sachs. Basic Capital Advisors provides investment advisory and retirement plan consulting services to pension and profit-sharing plans, focusing on long-term, passive strategies that emphasize diversification, fee minimization, and compliance with ERISA fiduciary responsibilities. The firm works with plan sponsors, trustees, and investment committees rather than individual retail clients.