Eduardo Schwartz is a financial advisor at LifeCapital Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for eight years. Outside of his advisory role, he is a licensed insurance agent and dedicates part of his time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with the flexibility to include individual securities, alternatives, and digital assets.

Mikael Larsson is a financial advisor at StrataCore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. In addition to his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm, Sweden, dedicating approximately half of his time to that activity. StrataCore Capital Management, LLC manages around $97 million in client assets, serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach, offering both discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services.

Adam Spilka is a financial advisor at Huygens Capital LLC in New York, NY, holding a Series 65 credential with five years of industry experience. He has worked at Huygens Capital since 2012. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser that places clients into systematic tactical and passive index ETF/ETN portfolios. The firm serves individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments through separately managed accounts custodied via Interactive Brokers.

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.

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.

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.

Cynthia Golub is a CFP® professional with 12 years of industry experience, currently serving as an advisor at G-Squared Advisory LLC since 2009. She holds Series 63 and Series 65 licenses and is based in Mamaroneck, NY. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and asset allocation. The firm operates on an hourly or flat-fee basis without managing client assets or accepting discretionary authority.

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.

Steven Sanders is a financial advisor with Sanders Smith Limited, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Sanders Smith Limited since 1994 and concurrently at Osaic Wealth, Inc. since 2006. Sanders Smith Limited provides hourly financial planning and advisory services to individuals, trusts, companies, and pension plans, focusing on analysis and recommendations rather than discretionary portfolio management. The firm uses fundamental and technical analysis to develop tailored, long-term mutual fund strategies and collaborates with affiliated broker-dealer and insurance entities to facilitate trade execution and product sales.

William Villafranco is the principal advisor at Villafranco Wealth Management in Cresskill, NJ, with 30 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Apb Financial Group, Inc. He is involved in several nonprofit organizations, serving as a trustee for the Virginia B. Toulmin Foundation III and the National Foundation for Facial Reconstruction, and is the founder of Footprints in the Sand as well as owner of Humble Yoga LLC. Villafranco Wealth Management provides personalized investment management services to wealthy individuals, high net worth families, trusts, private foundations, and internal private investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, sponsors and advises private pooled investment vehicles, and manages related private funds, with a focus on customized portfolios using model allocations, fundamental analysis, and a mix of mutual funds, ETFs, equities, and third-party managers.

Ilir Gjoni is a CFP® professional with 13 years of experience at Capital Preservation Partners, Inc. in Bronxville, NY. He has been with the firm since 2013. Outside of his advisory role, he is involved in real estate brokerage and property management through entities including Alphabet Realty, LTD and Adriatic Holdings LLC. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans, providing tailored financial planning and portfolio management. The firm uses a combination of fundamental and technical analysis to construct portfolios and emphasizes ongoing monitoring and specialized planning services.

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.