Enrique Zambrano Valero is a CFA® charterholder and financial advisor at Vitral Advisors LLC with two years of industry experience. Prior to joining Vitral Advisors in 2022, he worked at BBVA Banco Provincial and served as a professor at Universidad Metropolitana. He continues to engage in academia by teaching at Universidad Metropolitana on a part-time basis. Vitral Advisors provides investment management, family office, and financial planning services to individuals, high-net-worth clients, family offices, trusts, and select institutional clients. The firm employs a combination of macroeconomic analysis, third-party research, and tailored asset allocation, and is notable for its use of borrowing and derivatives within separately managed accounts as well as its relationships with non-U.S. custodians and a significant non-U.S. client base.

Gerasimos Efthimiatos is a financial advisor at Chesapeake Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2014. He also serves as the managing member of CAM Global GP LLC. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, acting as investment manager and general partner for private pooled vehicles.

Chintu Pandya is a CFP® professional at Generation Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Stony Brook University and held positions at Amazon Rep Services and Thomson Reuters over a 24-year period. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, as well as services to businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers a range of services including retirement plan consulting, a wrap-fee program, and public seminars.

Kevin Hegarty is a financial advisor at Hegarty Advisors, LLC in Garden City, NY, with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Securities LLC for three years before founding Hegarty Advisors in 2019. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm focuses on passive, asset-class-based portfolios using index mutual funds and ETFs, emphasizing low turnover and tax efficiency, and manages approximately $171 million across just over one hundred client relationships.

Pui Ho Ip is a financial advisor with Kahn Brothers Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Stifel from 2007 to 2021, Raymond James & Associates since 2021, and Kahn Brothers LLC since 2022. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a modified value investing approach focused on U.S. equities with an emphasis on downside protection and typically manages portfolios with a multi-year investment horizon.

Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.

Jeffrey Schuss is a financial advisor at Reik & Co., LLC with four years of industry experience. He has been with Reik & Co. since 2013, working as part of a four-advisor team based in New York, NY. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for around 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings through its Select Investor and Large Cap strategies.

Desiree Fisher is a CFP® and holds a Series 65 license, with four years of experience in the financial advisory industry. She is currently with Capital Area Planning Group, where she has worked since 2024, and is also the owner of Coell's Legacy, a consulting business specializing in estate and elder care planning. Prior to her current roles, she held positions at several firms including Freeman Capital Advisors and CIC Wealth. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a customized, actively managed investment approach and integrates tax preparation and other financial services through affiliated entities.

Willie Gholston is a CFA® charterholder with 12 years of experience in the financial industry. He is currently an advisor at Re Envision Wealth, where he has worked since 2023. Prior to that, he held positions at Money Script Wealth Management, PLLC, and First Citizens Asset Management. Re Envision Wealth serves individuals, families, and institutional clients, focusing on affluent and high-net-worth households seeking alignment between their values and investments. The firm offers financial planning, investment supervisory, and wealth management services with an emphasis on disciplined asset allocation and selective separately managed account strategies.

Douglas Johnston is a financial advisor at Blank Equity Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches an undergraduate economics course at Nassau Community College. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally follows a long-term buy-and-hold investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis methods.

Mariluz Nunez is a financial advisor at CWM Partners, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked for Manchester Capital Management LLC for 10 years before joining CWM Partners in 2022. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and conducts due diligence on sub-advisors, managing most client assets on a non-discretionary basis.

David Napach is the sole advisor at Pacific Strategic Management, LP, based in New York City, with 22 years of industry experience. He has worked with affiliated entities including Pacific Strategic Corp., Pacific Strategic Investors, LP, and Wolf Family Management Company since 2001. Pacific Strategic Management, LP advises a small group of individual and institutional clients, managing approximately $397 million in assets through separately managed accounts and limited partnerships. The firm employs a long-term value investment approach, focusing on a limited number of third-party mutual funds and occasional direct equity positions, with a detailed and ongoing due diligence process.

Patricia Mcdonnell is a Series 65-licensed financial advisor with MSM Financial Strategies in Manhasset, NY. She has four years of industry experience and has been with MSM Financial Strategies since 1997. MSM Financial Strategies is a state-registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds and a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Maxwell Snyder is a financial advisor at Adalta Capital Management LLC with 5 years of industry experience. He has been with Adalta since 2017 and previously worked at Citco. Before entering the financial sector, he spent four years at Georgetown University. 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 focused on financially strong companies.

Zachary Brody is a CFP® and ChFC® with 13 years of experience in financial advisory. He is currently part of the team at Lumiere Financial and has previously worked at firms including Purshe Kaplan Sterling Investments and Northwestern Mutual. Brody is a member of Forbes Councils, a community for entrepreneurs and leaders. Lumiere Financial offers investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm provides customized portfolio management and financial planning, using both internal models and third-party managers, and includes advanced strategies such as derivatives and margin when appropriate.

Taiwei Chang is a financial advisor at Basalt Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has worked at China CITIC Bank International Limited, City Investment Solutions, and Shepherd Venture. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm combines fundamental and technical analysis to pursue long-term capital appreciation and uses options and derivatives as part of its strategies, providing services tailored to client objectives and constraints.

Andrew Niemoeller is a CFP® with three years of industry experience and is currently with Collaborative Capital Advisors LLC. He previously worked at Savant Wealth Management for two years and attended the University of Wisconsin - Madison. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities. The firm employs a combination of fundamental, modern portfolio theory, and quantitative analysis to construct portfolios, offering access to separately managed accounts, third-party managers, and pooled investment vehicles.

Gary Du Boff is a CFP®-certified financial advisor at Sage Capital Management LLC with 16 years of industry experience. Prior to joining Sage in 2026, he worked at BDO USA LLP, Equitable Advisors, and MBAF. Sage Capital Management LLC is a registered investment adviser managing approximately $368.6 million for about 314 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting using a core-and-satellite strategic asset allocation that combines passive ETFs and active managers with a globally diversified approach.

Edmond Franco is the principal of Franco Financial Advisors, Inc. in New York, NY, with 4 years of industry experience. He has been involved in the financial services sector since 1992, serving as president of Franco Financial Group and engaged in insurance brokerage through Franco & Son, Inc. Franco Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management, retirement planning, and financial consulting, with a focus on tailored investment programs and strategic planning for clients with complex or business-related needs.

Charles Goldblum is a CFP® and CFA® with 21 years of industry experience. He has been with Hurley Capital Management, LLC since 2003. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment process, utilizing a range of securities and occasionally less liquid or specialty investment vehicles.