Kara Cooke is a financial advisor at Mary & Pip with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online, app-based advisory program, using proprietary algorithms to generate ETF-based portfolio recommendations and manage accounts on a discretionary basis.

Theodore Goneos is a financial advisor at Chesapeake Asset Management LLC with Series 65 and Series 63 credentials. He has over two decades of industry experience, including 23 years at Endevon Capital, LLC, where he served as managing member of business consulting firms with no current activity. He also acts as trustee for a private trust associated with Endevon Capital. Chesapeake Asset Management provides wealth management and investment advisory services to a diverse client base, including individuals, family offices, and institutional investors. The firm’s approach combines fundamental analysis for public markets with specialized advisory support for alternative investments, offering both discretionary and non-discretionary services.

Andrew Cabrera is a financial advisor with Matrix Private Wealth Management Inc. He holds a Series 65 designation and has two years of industry experience. Cabrera has been with Matrix Private Wealth Management and Colonial Life for ten years each. In addition to advising, he is a licensed insurance agent involved in life and health insurance sales in New York and New Jersey. Matrix Private Wealth Management serves individual clients, high net worth individuals, charitable organizations, and businesses. The firm offers portfolio management, third-party money manager selection, and retirement plan referrals, primarily using model portfolios and outside managers with investment approaches grounded in modern portfolio theory and various analytical methods.

Yosef Stilerman is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has been involved in real estate investment management through multiple entities, including YZ Builders LLC and Sayaset Capital Financing LLC, where he serves as manager. Creative Capital provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios based on client objectives and utilizes various investment strategies, including equities, options, and real-estate partnership interests.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor since 2003, alongside his role at Stratacore since 2014. Desalvo is also licensed to sell insurance products, an activity to which he devotes a small portion of his time. Stratacore Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, managing approximately $97 million in assets. The firm combines fundamental, technical, and cyclical analysis in its investment approach, providing both discretionary and non-discretionary asset management and ERISA plan advisory services.

John Roscoe is a CFA® charterholder with three years of industry experience. He is currently an advisor at Osprey Private Wealth LLC, where he has worked since 2025. His prior experience includes roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth and multi-generational families. The firm offers individually managed portfolios incorporating fundamental and technical analysis, combines planning with investment services, and often accepts fiduciary roles for client trusts and private foundations.

Anthony Minko is a financial advisor with Minko Wealth in Brooklyn, NY, holding a Series 65 credential and five years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he offers legal advice and services to clients separately from his advisory role. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm employs fundamental analysis and modern portfolio theory to construct portfolios tailored to clients’ goals, risk tolerance, and time horizon, and offers access to alternative investments and third-party money managers.

Robert Hayden is a CFP® professional with 14 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2013. He holds the Series 66 designation and has prior experience teaching as an adjunct professor of financial planning at New York University. Hayden also served as a director on the CFP Board of Directors for a four-year term beginning in 2011. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services. The firm emphasizes planning and oversight without discretionary portfolio management, coordinating with outside managers and providing clients with detailed financial plans and action lists.

Michael Livian is a CFA® charterholder with over 16 years of experience in the financial industry. He is the founder of Livian & Co. and previously worked at Safdie Investment Services Corp. He also serves as managing member of Lehmann Livian Fridson Advisors, LLC. Livian & Co. primarily serves high-net-worth investors by offering discretionary and non-discretionary portfolio management, investment consulting, and private-fund advisory services. The firm integrates a top-down macro approach with fundamental and technical security selection and employs strategies including listed options, tactical trades, and a tail risk hedging program.

Lauren Crossett is a financial advisor at Rebellion Research with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rebellion Research Advisors, LP since 2014 and MassMutual Financial Group since 2010. Rebellion Research Advisors, L.P. is a boutique firm managing approximately $16.5 million for about 75 clients, employing a systematic, machine-learning-based investment approach across discretionary portfolios and a hedge fund. The firm serves both high-net-worth and non-HNW individuals with strategies focused on U.S.-listed equities and multi-asset absolute return investments.

Peter Vlachos is a financial advisor at Adalta Capital Management LLC with seven years of industry experience. He has been with Adalta Capital Management since 2016. Adalta Capital Management 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 and estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies and incorporating third-party manager allocation after due diligence.

Bahman Mossavarrahmani is a financial advisor at UAS Asset Management in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with United American Securities, Inc. since 1987. UAS Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs fundamental security analysis with a focus on concentrated equity positions for long-term value, and also manages a private pooled investment vehicle that pursues a more speculative strategy involving derivatives, short selling, and margin.

Darnel Bain is a financial advisor at Passive Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Passive Management, Bain worked at Prospective Professional Services, Samsung/Mosaic, and Sprint. Passive Management LLC is a state-registered investment adviser serving individual clients, small businesses, trusts, estates, and pension or profit-sharing plans. The firm employs a model-driven investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis, and uses leverage, derivatives, and strategic asset allocation within discretionary portfolio management.

Suzanne Bottoms is a financial advisor with Firebrand Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at DHR Investment Counsel, Ltd., Royal Alliance Associates, INC., SII, and SEIA. She is licensed as an insurance agent in Virginia but is not actively engaged in insurance sales. Firebrand Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, employer-sponsored retirement plans, and charitable or corporate entities. The firm emphasizes passive portfolio construction augmented by fundamental analysis and offers a range of services including tailored financial plans, held-away account advice, and coordinated tax preparation support.

Liam Dalton is a financial advisor at Axiom Investment Management LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Capital Management, Inc. since 1990. Outside of his advisory role, he serves as president of Dalstar Corporation, an investment consulting business. Axiom Investment Management provides discretionary asset-allocation and portfolio management services primarily to high-net-worth individuals, pension and retirement plans, trusts, and other institutional clients. The firm offers multiple advisory product structures and 3(38) manager services, with an affiliation to an in-house broker-dealer and involvement in pooled investment vehicles.

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.

Yuanhao Feng is a financial advisor at Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has professional experience working at Quantel AI Inc. as well as academic roles at Rutgers Business School and the University of Oregon. Quantel provides investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app, offering investment research, non-discretionary advice, and discretionary management. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to construct portfolios aligned with client risk profiles.

Ayelet Kindler is a CFP® professional with 26 years of experience in the financial industry, currently serving at Valley Financial Management, Inc. in New York, NY. Her prior experience includes roles at Leumi Investment Services Inc. and Bank Leumi USA, where she worked for over two decades. Valley Financial Management operates the Valley Digital Investor platform, providing online discretionary portfolio management and automated ETF model implementation for individual and high-net-worth clients through a web- and mobile-based service that integrates account funding and distributions with Valley National Bank.

Eliyahu Engelman is a financial advisor at Valley Financial Management, Inc. in New York, NY, with six years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. since 2016. Valley Financial Management operates the Valley Digital Investor platform, serving individual and high-net-worth clients through an online portal that provides discretionary management and automated implementation of model ETF portfolios based on client profiles. The firm requires electronic-only relationships and integrates banking services through its parent company, Valley National Bank.

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.