Barbara Ann Dicostanzo is a CFP® professional with 34 years of industry experience. She is a member of Penbrook Management LLC, where she has worked since 2004, and also serves at Beech Hill Securities, Inc. since 2013. In addition to her advisory roles, she is a member of ANKAP LLC, a general partner of an investment partnership. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, focusing on portfolios concentrated in individual equities for capital appreciation, supplemented by bonds and other instruments, with investment strategies tailored to client objectives.

Keith Beverly is a financial advisor at Re Envision Wealth in New York, NY, with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Grid 202 Partners and Momentum Advisors, LLC. Beverly is a managing member of Democratizing Capital LLC and Re-Envision Capital LLC. Re Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families, and institutional clients, focusing on affluent and high-net-worth households. The firm emphasizes asset allocation based on fundamental and cyclical analysis, manages portfolios on a discretionary basis, and offers a separately managed account strategy aligned with client values.

William Medley is a CFA® charterholder with 10 years of industry experience. He has worked at Fithian LLC since 2022 and previously held roles at MBSC Securities Corporation and BNY Mellon. Medley is based in New York, NY, and holds the Series 66 designation. Fithian LLC provides discretionary investment advisory services to institutional and sophisticated investors, including high-net-worth individuals, family offices, endowments, and foundations. The firm employs a global, long-only, concentrated equity strategy based on bottom-up research and detailed due diligence, managing separately managed accounts on a discretionary basis with tailored client guidelines.

Peter Thomann is a CFP® professional with five years of experience at Brave Eagle Wealth Management. He is also the President and owner of Thomann Tax, Inc., a tax preparation business he has operated since 2005. Thomann manages wealth and provides financial planning services from Brave Eagle’s New York office. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses with comprehensive wealth management, portfolio management, and business and tax consulting. The firm manages approximately $72 million across about 100 client relationships, using an investment approach that incorporates active management, modern portfolio theory, tax-aware allocation, and the use of derivatives in managed accounts.

Ryan Cole is a financial advisor with Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Integrity Advisory Partners since 2012 and has a longer tenure with affiliated entities including Integrity Financial Partners and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and provides insurance placement and business consulting through Liberty Mutual. Integrity Advisory Partners LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a mix of long-term, short-term, and trading strategies with an emphasis on client involvement, managing portfolios primarily on a non-discretionary basis.

Sean Mc Cormack is a financial advisor at Cornbelt Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornbelt Financial since 2021. Outside of his advisory role, he is involved with SHFuse, Inc., a company specializing in data analytics. Cornbelt Financial serves individual clients and small service-based business owners, offering discretionary portfolio management, financial planning, tax preparation, and business services. The firm combines top-down and bottom-up analysis with various investment methods and emphasizes tax efficiency, regular risk analysis, and portfolio alignment with client goals.

Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.

Sam Hicham Alaoui is a financial advisor at 9D Capital LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including 5D Partners LLC and Capital Trust and Associates LLC. He is also a managing member of Antimatter Capital LLC, serving as a strategy consultant in a non-securities-related capacity. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting services to individuals, pension and profit-sharing plans, corporations, and other entities. The firm manages approximately $10.6 million for a small client base, focusing on individualized relationships and a fundamental investment approach supplemented by technical and cyclical analysis.

David Rappa is a financial advisor at Adalta Capital Management LLC with five years of industry experience. He serves as a board member of R.W. Pressprich & Co., a FINRA-registered broker-dealer based in New York. Rappa has worked at both Adalta Capital Management and R.W. Pressprich & Co. since 2016 and 2020, respectively. Adalta Capital Management LLC 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, estates, family offices, and institutional clients, employing a long-only, value-based investment approach that includes due diligence on third-party managers and customized portfolio construction.

Mitchell Heller is a financial advisor at Hemisphere Partners LLC with 21 years at the firm and five years of industry experience. He is based in New York, NY. Hemisphere Partners primarily advises high net worth individuals and their estate-planning vehicles and personal holding companies, providing ongoing investment advice, discretionary and non-discretionary portfolio management, and consulting services. The firm emphasizes individually tailored, diversified portfolios and utilizes established SMA platforms and custodian due diligence, focusing investment monitoring and advice within its small team of two principals.

Brad Flood is a CFP® professional at Tenon Financial with over a decade of experience in the investment industry, including roles at HPS Investment Partners and Fortress Investment Group. He joined Tenon Financial in 2025. Tenon Financial serves individual and high-net-worth clients by providing tailored investment management, financial planning, and limited-scope hourly engagements. The firm primarily employs passive investment strategies while incorporating fundamental, technical, and cyclical analysis to guide sector selection and tactical decisions.

Joseph Rodriguez is a financial advisor at Matriarch Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Loyola University Maryland. In addition to his advisory role, he serves as a business consultant for JALEX LLC. Matriarch Wealth Management is a small advisory firm serving individuals, trusts, retirement plans, and business entities. The firm employs a blend of fundamental and sector analysis with modern portfolio theory, offering both active and passive strategies across various asset classes while integrating platform and network relationships into its service model.

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 credential with two years of industry experience. He has been with Brewster Financial Planning for ten years. Brewster Financial Planning provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation through passively managed index funds and exchange-traded funds, managing approximately $240 million for about 118 clients.

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.

Shaun La Fleur is a financial advisor at Avrio Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Eagle Review and roles at Cambridge Clean Energy and periods of unemployment. Avrio Wealth is an SEC-registered adviser serving individuals, including many high-net-worth clients, as well as corporations and institutions. The firm offers financial planning, investment advisory services, and portfolio management with a globally diversified, total-return approach that incorporates low-cost ETFs, individual equities, fixed income, real estate, private placements, and other alternatives.

Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients, offering financial planning, consulting, and discretionary investment and wealth management services. The firm employs a goal-driven, asset-allocation investment approach using low-cost index ETFs complemented by active managers and sustainable/ESG options when requested.

James Balk is a financial advisor with American Trust Investment Services Advisory, Inc. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Fortis Capital Advisors, LLC and Dominari Securities LLC. Outside of advising, he is the owner and founder of JCB4 Holding, a holding company focused on incubating start-up entities. American Trust Investment Services Advisory, Inc. serves individual investors, retirement accounts, trusts, estates, and corporate clients. The firm uses a bottoms-up fundamental screening process to build portfolios aligned with client risk profiles, offering both non-discretionary and discretionary management options and providing financial planning and estate services.