Eustache Clerveaux is a CFP®-certified financial advisor with four years of industry experience, currently serving as the sole advisor at Fidare Wealth Solutions LLC. His prior experience includes roles at J.P. Morgan Securities LLC, Hudson Financial Group, and Morgan Stanley. He is a board member and treasurer of the Public-Private Alliance Foundation. Fidare Wealth Solutions is an independent advisory firm providing discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm focuses on tailored investment approaches based on client objectives, employing techniques such as dollar-cost averaging and technical analysis.

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.

Steven Gitter is a financial advisor at PureVest with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors and Cetera Advisor Networks. Outside of his advisory role, he is involved in managing Door Clipper Inc., a local advertising and coupon business. PureVest provides comprehensive asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management with services including personalized asset allocation, retirement plan consulting, and ongoing portfolio monitoring.

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.

Syed Haider is a financial advisor at VinsonCap Wealth Advisors LLC with Series 63 and Series 65 licenses and one year of industry experience. He has been associated with VinsonCap entities since 2015 and serves as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors LLC provides portfolio management and advisory services primarily to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach focused on diversification, consistency, and tax considerations, offering a range of investment options including mutual funds, individual equities, fixed-income instruments, and non-U.S. securities.

Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.

Kenneth Shapiro is a CFP® with 24 years of industry experience and has operated Kenneth B. Shapiro & Co., Inc. since 1982. He is affiliated with Shapiro Financial Security Group, Inc., a supported firm. Outside of advising, he is involved with an accounting firm. Shapiro Financial Security Group provides financial planning, consulting, and investment management primarily for individual clients. The firm integrates tax preparation and bookkeeping services alongside portfolio management and offers educational seminars and workshops to its clients.

Mark Guastaferri is a financial advisor at Origin Wealth Advisers in New York, NY, holding a Series 65 designation with nine years of industry experience. He has worked at several firms, including Wealth Enhancement Advisory Services, Sentinel Solutions, and Symmetry Partners, before joining Origin Wealth Advisers in 2018. Origin Wealth Advisers serves individual and high-net-worth clients, as well as small businesses and trusts, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes tailored investment policies, strategic asset allocation, and ongoing client contact, implementing portfolios with ETFs, mutual funds, and fixed income products.

Isaac Richard III is a financial advisor at Mavros Capital Management, LLC, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at JP Morgan, Morgan Stanley, Merrill Lynch, and Finalis Securities. He is also involved in family office advisory through Mavros Capital, where he leads strategic direction. Mavros Capital Management provides discretionary and non-discretionary portfolio management primarily to single-family offices, ultra-high-net-worth individuals, and entities such as trusts and foundations. The firm customizes advice through formal Investment Policy Statements, integrating illiquid holdings and conducting due diligence on private fund managers while offering a dedicated Family Office Services offering and consolidated reporting on assets.

Xiaoyu Li is a financial advisor at Next GEN Advisors, LLC with four years of industry experience. Prior to joining Next GEN Advisors, Li worked at Meiwu Technology Company Limited and Superior Trading Ltd. He holds Series 63 and Series 65 licenses. Li is also involved with Cathay Securities Inc., a FINRA-member broker-dealer affiliated with his firm. Next GEN Advisors primarily serves high-net-worth individuals, trusts, small businesses, and pension or profit-sharing plans by providing asset management, financial planning, and consulting services. The firm uses a combination of fundamental and technical investment methods and is notable for its affiliation with Cathay Securities, which allows its advisors to offer both advisory services and commissionable brokerage.

Nazariy Blagyy is a financial advisor at 9D Capital LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including North Pillar Capital LLC and 5D Partners, LLC. Outside of his advisory role, he serves as the managing member of Strategic Nexus LLC, a strategic and marketing consultancy, and is the creative director at Twelve Fourteen LLC. 9D Capital provides investment management, financial planning, and wealth management services primarily to individual and high-net-worth clients, along with pension plans, corporations, and other entities. The firm’s investment approach combines fundamental analysis with technical and cyclical insights, offering discretionary portfolio management that includes a range of traditional and alternative assets.

Douglas Bycoff is a financial advisor at The Bycoff Group LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions, Bank of America, Merrill, and Honeycomb Asset Management. The Bycoff Group LLC provides discretionary investment advisory services primarily to high net worth individuals, families, trusts, estates, business owners, and institutions. The firm employs an equity-focused, growth-oriented approach with concentrated allocations and offers portfolio management, consulting, and third-party manager evaluation services.

Jens Nordvig is a financial advisor at Vanda Research Corp with Series 65 and Series 63 credentials. He has one year of experience at Vanda Research Corp and previously worked for nine years at Exante Data, Inc. Vanda Research Corp provides investment research and data services to institutional clients, including investment banks and asset managers. The firm focuses on tactical risk advising through cross-asset macroeconomic analysis and offers subscription reports, customized research, and proprietary data without managing client assets.

Thomas Capola is a financial advisor with DGM Asset Management, L.L.C. in South Orange, New Jersey, holding Series 63 and Series 65 licenses with one year of industry experience. He is the founder of Rebel Goat Partners, LLC, established in 2024, which manages various residential and commercial real estate holdings for his family. Capola also founded DGM Asset Management in 1997 and remains involved in its operations. DGM Asset Management provides discretionary investment management and ongoing portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis alongside technical and cyclical methods and offers a range of strategies including long-term holdings, short-term trading, margin, option writing, and short sales.

Priya Malani is a financial advisor with Stash Wealth, LLC in New York, NY. She holds Series 65 and Series 66 licenses and has 10 years of industry experience, including prior work at Merrill from 2006 to 2008. Malani has been with Stash Wealth since 2012. Stash Wealth serves individual clients, particularly high-earning professionals, offering a multi-step financial planning process and optional ongoing investment management. The firm emphasizes passive asset allocation based on Modern Portfolio Theory, supplemented by active positions and tax-loss harvesting, and provides educational resources such as newsletters, podcasts, and public seminars.

Matthew Mcnelis is a financial advisor with Stage Wealth Management, Inc. in Middletown, NJ, holding a Series 66 credential and bringing 11 years of industry experience. His prior firms include Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of his advisory role, he is an assistant varsity basketball coach at Red Bank Catholic High School. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities with discretionary portfolio management and pension consulting services. The firm integrates fundamental, technical, and charting analyses into tailored investment advice, managing approximately $103 million in discretionary assets across about 200 clients.

Tamir Shabat is a financial advisor at VCP Financial LLC with 17 years of industry experience. He holds a Series 63 designation and has been with VCP Financial since 2013. Outside of his advisory role, Shabat is a co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, as well as Vessel Capital Management, LLC, where he is involved in client portfolio management for private funds. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts on both discretionary and non-discretionary bases.

Steven Fishman is a financial advisor at Mint Asset Management LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Savvy Investor LLC, a marketing consulting firm serving financial firms and newsletter publishers. Mint Asset Management provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm employs a mix of fundamental and technical analysis with predominantly rules-based, systematic models, and utilizes derivatives and borrowing strategies that are less common among similar firms.