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.

Giuseppe Roveccio is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is currently the sole advisor at G & R Financial Solutions LLC, where he has worked since 2024. Prior to this, he spent seven years at Stawnychy Financial Services, Inc. and one year at Regal Investment Advisors, LLC. Roveccio is also a licensed insurance agent involved in the sale of various insurance products. G & R Financial Solutions LLC provides discretionary and non-discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes tailored advice based on clients’ objectives, risk tolerance, and time horizon, employing a blend of asset allocation, dollar-cost averaging, technical analysis, and trading techniques with a focus on tax awareness and regular account reviews.

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.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

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.

Sarah Pezzino is a CFP® professional with one year of industry experience, currently with Avrio Wealth LLC. Her prior roles include positions at Avrio Wealth PTE LTD and Cambly Inc. Outside of financial advising, she works seasonally as a shopper for Whole Foods Market. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers a comprehensive planning process with written Investment Policy Statements and manages globally diversified portfolios using ETFs, equities, bonds, real estate, private equity, and alternative investments.

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 worked previously at Bank of America and Merrill Lynch. His experience includes roles at Laidlaw Wealth Management prior to joining Prosperiant in 2023. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on long-term trading guided by cyclical and fundamental analysis. The firm manages approximately $50 million across about 47 clients and emphasizes customized investment policy statements and ongoing portfolio monitoring.

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.

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.

Alina Bykovtseva is a financial advisor at Covington & Associates, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Covington & Associates since 2014. Covington & Associates provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic analysis, fundamental research, and traditional value investing to construct customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

Bernard Kiely is a CFP® with 22 years of experience in financial advising and over 40 years as a CPA. He has been with Kiely Capital Management, Inc. since 1993 and maintains an active CPA practice. The firm advises individual clients, including high-net-worth individuals and trusts, offering comprehensive financial planning and discretionary portfolio management. Kiely Capital Management emphasizes diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, integrating tax planning through its affiliation with an active accounting practice.

Steven Gitter is a financial advisor with PureVest, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Voya Financial Advisors and Cetera Advisor Networks. Outside of advising, he serves as president of Door Clipper Inc., a local advertising and coupon business. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management tailored to client objectives, employing a blend of fundamental, technical, behavioral, and quantitative analyses.

Alyssa Loughlin is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 credential. She has one year of experience in the industry and previously worked for nine years at Spark Foundry. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154.4 million in discretionary assets across about 364 client accounts and uses third-party model portfolios and a sub-adviser in its investment approach.

Luis Dacosta is a CFP® professional with 25 years of experience in the financial services industry and has been with LPL Financial since 2005. He is based in Caldwell, NJ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a family construction business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Tanya Pulver is a financial advisor at Pulver Capital Management LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pulver Capital Management since 2009. Pulver Capital Management is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides personalized investment supervisory and portfolio management services, utilizing both fundamental and technical analysis with an emphasis on corporate high-yield bonds and dividend-paying equities.

Anthony Calabrese is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2005. He has engaged in various insurance-related business activities, including managing group health and non-variable insurance products. Outside of financial advising, he serves as president and coach of The Full Kourt Academy Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.