Henry Beck is a financial advisor at UAS Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at the State of Maine, McKee Law, and Jabar LaLiberty Dubord LLC. UAS Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm emphasizes fundamental security analysis and concentrated equity positions for long-term value, while also managing a private pooled investment vehicle that employs a more speculative strategy.

James Korzik is a financial advisor with First Light Wealth Advisors, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Ameriprise Financial Services prior to joining First Light Wealth Advisors in 2018. Outside of his advisory work, he is a licensed private marine captain. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to construct discretionary client portfolios that include mutual funds, ETFs, equities, debt securities, and real estate investment trusts.

Louis Berger is a financial advisor at Washington Square Capital Management LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Washington Square Capital Management since 2009. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach focuses on fundamental value analysis supported by technical and macroeconomic factors, and it offers distinct strategies including Capital Core Fixed Income, Global Allocation, and Global Balanced.

Patrick Stadelhofer is a CFA® charterholder and holds Series 66 and Series 63 licenses. He has three years of industry experience, including roles at Kahn Brothers LLC and Atlantic Lion Investments. Currently, he serves as a manager and analyst at Kahn Brothers Advisors LLC. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients, focusing on a modified value investing approach centered on bottom-up fundamental analysis of U.S. equities.

Benjamin Lewinter is a Series 65-licensed advisor at Lewinter Wealth Advisors, LLC with experience beginning in 2026. Prior to joining the firm, he worked at Palantir Technologies and held positions at Capital One, Fiserv, Columbia Engineering, and Accenture. Lewinter Wealth Advisors serves individuals, high-net-worth clients, business owners, trusts, estates, and endowments, managing approximately $162 million for about 85 clients. The firm employs a long-term, fundamentals-based investment approach centered on asset allocation and diversification, maintaining discretionary authority and conducting regular account reviews.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. in Tenafly, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Blue Ox Capital Management since 2015. Blue Ox Capital Management provides advisory services primarily to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm operates on a consultative, referral-oriented model without discretionary trading or custody of client assets.

Andrew Barnes is a financial advisor at Altar Rock with seven years of industry experience. He holds Series 63, 65, and 66 designations and has prior work history at J.P. Morgan Securities and AllianceBernstein L.P. Altar Rock primarily serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm combines qualitative and quantitative analysis overseen by an Investment Committee, focusing on tax-aware portfolio construction and manager selection, with portfolios reviewed at least quarterly.

Stephen Leeb is a Series 65-licensed advisor with Leeb Capital Management, Inc. in New York, NY, bringing 19 years of industry experience. He has held roles at Leeb Index Trader, Emerging Advisory, Tci Enterprises, Leeb Brokerage Services, and Leeb Research Consultants. Outside his advisory work, he serves as editor of investment newsletters The Complete Investor and Real World Investor, writing on general stock investing topics for Capitol Information Group. Leeb Capital Management provides discretionary portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $112 million across about 60 accounts. The firm employs a top-down macroeconomic approach combined with bottom-up security selection across three core strategies, incorporating explicit sell disciplines and position-weight limits.

Jennifer Kerr is a financial advisor at Podell Financial Group LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Slavic401k and Hollywood Firefighters Pension. In addition to her advisory role, she is a licensed realtor in Bayville, New Jersey. Podell Financial Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and plan sponsors, offering tailored portfolios that incorporate various strategies and regular account reviews.

Charles Lalanne is a financial advisor at Astra Ventures with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Tse Capital Management and Bloomberg. Astra Ventures provides investment advice and portfolio management to individual and institutional clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis. The firm is notable for its Commodity Trading Adviser registration and its management of privately offered pooled funds.

Benjamin Kaufamn is a financial advisor at Vanquour LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Rochester University and the United Nations International School. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment vehicles and employs a combined fundamental and technical analysis approach focused on long-term portfolio building with tactical reallocations as needed.

Anja Luesink is a CFP®-certified financial advisor with five years of industry experience. She has worked at Verdence Capital Advisors LLC since 2026 and was previously with Luesink Stenstrom Financial from 2014 to 2026. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, offering holistic financial life planning, financial transition planning, and wealth management. The firm uses an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies with diversified asset allocations and tax-aware considerations.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

Eugene Skorodinsky is a CFP® professional with five years of industry experience, currently affiliated with Minerva Wealth Advisory in New York, NY. His work history includes roles at Baruch College, Luesink Stenstrom Financial, Borough of Manhattan Community College, and the Research Foundation CUNY. Eugene holds a Series 63 license. Minerva Wealth Advisory is a fee-only registered investment adviser serving individuals, couples, and families, including high-net-worth clients. The firm focuses on strategic asset allocation using ETFs, enhanced-index funds, and selected active managers, with a long-term, buy-and-hold investment approach combined with tax-aware strategies.

Anne Marie Pierno is an advisor at Reik & Co., LLC with four years of industry experience. She has been with Reik & Co. since 2006, working within a team-based environment. Reik & Co., LLC is an SEC-registered investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations through concentrated, long-term equity strategies focused on companies with significant insider ownership and strong financial profiles.

Tracy Nixon is a financial advisor at Tekmen Wells LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Tekmen Wells, Nixon has been affiliated with Goldman, Sachs & Co. since 1989. Tekmen Wells provides asset management and financial planning services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm primarily delivers portfolio management through a wrap-fee program using a diversified mix of investment vehicles and employs due diligence on third-party managers via the Envestnet platform.

Ariel Serber is a financial advisor at Clutch Capital Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Axa Advisors, Richard Brothers Financial Advisors, Saxony Capital Management, and Equitable Advisors. In addition to his advisory role, he serves as Director of Client Relationships at Lions Assurance Financial, a business consulting firm specializing in benefits and continuity planning. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, asset allocation, trading, reporting, and financial planning services. The firm emphasizes a top-down investment approach that includes risk management and uses trading strategies such as derivatives to enhance returns.

Jonathan Varelas is a financial advisor with Sterling Legacy Advisors Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His background includes roles at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. He also operates as an independent insurance agent in New Jersey, specializing in various life insurance and disability products. Sterling Legacy Advisors Inc. is a newly registered investment adviser providing portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm employs a client-centered approach that integrates financial planning with portfolio management and utilizes a range of investment methods, with custody and execution through LPL Financial.

Julie Ford is a CFP® professional with 10 years of experience in financial advising, currently serving at Ford Financial Solutions, LLC since 2015. She occasionally acts as an expert witness in legal proceedings and serves on the U.S. Board of Directors for The Navigators, a nonprofit religious ministry, where she participates on the finance committee without compensation. Ford Financial Solutions serves individual clients, including both high-net-worth and non-HNW households, providing comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven strategy using low-cost index funds and third-party asset managers, and offers various engagement models such as retainer relationships, hourly planning, and educational programs.

Eric Liu is a financial advisor at Vanda Research Corp with five years of industry experience. He has been with Vanda Research Corp since 2017 and previously worked at Vanda Securities Limited from 2015 to 2017. Liu serves as a director and founding partner of Vanda Securities PTE. LTD. in Singapore and as a director of Vanda Research LTD. in the United Kingdom, where he helps oversee company operations. Vanda Research Corp provides institutional research and tactical macroeconomic analysis to buy-side and sell-side clients, including investment banks and asset managers. The firm focuses on cross-asset macro themes and short-term trade ideas using quantitative and technical analysis, operating as a research-only advisor without managing client assets or providing retail portfolio services.