Paul Ayala is a financial advisor at Garrison Bradford & Associates Inc with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he is a partial owner of ForBuy Auto Inc, a business involved in buying and selling automobiles. Garrison Bradford & Associates is an SEC-registered investment adviser that manages discretionary, separate accounts for individuals, tax-exempt entities, and investment partnerships. The firm emphasizes long-term, fundamentally driven growth investing and tailors portfolios to client objectives while managing risk through diversification.

Mahatir Sikder is a financial advisor at Matrix Private Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Matrix Private Wealth Management since 2015. Matrix Private Wealth Management serves individual clients, including high-net-worth individuals, charitable organizations, and businesses by providing discretionary and non-discretionary portfolio management, model portfolio placement, and referrals to third-party money managers. The firm advises primarily on mutual funds and ETFs, customizing allocations based on clients’ objectives and risk tolerance, and employs a range of investment methods including technical and fundamental analysis as well as Modern Portfolio Theory.

Carlos Batista Gutierrez is a financial advisor at Valley Financial Management, Inc. in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at Neuberger Berman for four years and has held roles at Fidelity Investments, Bank of America, Merrill, JPMorgan Chase Bank, and other firms. Valley Financial Management operates under the Valley Digital Investor platform, providing discretionary portfolio management and automated ETF model implementation to individual and high-net-worth clients through an online interface. The firm’s portfolios are based on client profiles and are periodically rebalanced, with clients maintaining an electronic relationship and accounts through Valley National Bank.

Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.

Stephanie Huynh is a CFP® professional with experience at Firebrand Wealth Management since 2022. Her prior roles include positions at Neuberger Berman, HQ Capital Private Equity, and Prudential Financial. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm emphasizes passive portfolio construction using index funds and ETFs, while maintaining flexibility to incorporate individual equities, fixed income, and options as appropriate.

Nazariy Blagyy is a financial advisor with 4 years of industry experience, currently affiliated with 9D Capital LLC. He holds the Series 63 and Series 65 designations and has worked at several firms, including North Pillar Capital LLC and 5D Partners, LLC. Outside of advisory work, Blagyy is involved as a managing member and strategic marketing consultant for Strategic Nexus LLC and serves as a creative director for Twelve Fourteen LLC. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting to individuals, pension plans, corporations, and other entities. The firm manages approximately $10.6 million and focuses on individualized client relationships through fundamental investment analysis and tailored portfolio management.

Mehak Thukral is a financial advisor at Lionshead Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Lionshead since 2017, following a prior year at Wilmington Capital Securities LLC. Outside of her advisory role, she manages Rising Properties, LLC, a real estate property management business. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside financial planning, consulting services, pension and 1031 exchange consulting, and a Micro Family Office program that integrates estate, tax, and wealth-transfer planning.

Constantinos Athanailos is a financial advisor at Hurley Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Capital, he worked at Ernst & Young and held academic positions at St. John's University and SUNY University at Albany. Hurley Capital provides discretionary investment management and limited financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a macro-oriented, fundamental, value-focused investment process that incorporates the use of options and other derivatives across various asset classes.

James Caulfield is a financial advisor with Shamrock Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Shamrock Financial Services since 2009 and spent eight years at Taylor Capital Management prior to that. Caulfield is also an insurance agent, dedicating approximately half of his time to offering insurance products to clients. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management centered on ETF-based model portfolios. The firm emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing, utilizing third-party sub-advisory platforms while maintaining fiduciary oversight.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Jens Nordvig is a financial advisor at Vanda Research Corp in New York, NY, holding Series 65 and Series 63 licenses. He has one year of experience at Vanda Research Corp and previously spent nine years at Exante Data, Inc. Vanda Research Corp provides investment research and data services to institutional clients such as investment banks and asset managers. The firm focuses on tactical risk advising through macroeconomic investment themes using cross-asset analysis and quantitative methods, offering subscription reports, customized research, and proprietary data.

John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.

Gaurav Adhikari is a financial advisor at Markin Asset Management, LP with eight years of industry experience. He holds a Series 65 designation and previously worked at Payne Capital Management for ten years. Markin Asset Management is an SEC-registered adviser that provides discretionary investment management to private pooled funds, separately managed accounts, and serves as a sub-advisor to other advisers. The firm employs proprietary multi-asset quantitative models incorporating artificial intelligence and machine-learning techniques to construct portfolios for individuals, trusts, endowments, and family offices.

Gary Schatsky is a financial advisor at IFC Personal Money Managers, Inc. with 6 years of industry experience. He has been affiliated with IFC Personal Money Managers since 1982. In addition to his advisory role, he practices law as a sole practitioner, dedicating 10-20 hours per month to this non-investment related activity. IFC Personal Money Managers serves individual and high-net-worth clients, trusts, estates, and charitable organizations by providing investment advisory services, financial planning, consulting, and optional tax preparation. The firm primarily operates on a non-discretionary basis, using a variety of analytical methods and strategies to tailor portfolio management and planning engagements to client objectives.

James Suazo is a ChFC® with four years of industry experience, currently with Baron Financial Group LLC in Fair Lawn, NJ. He has been with Baron Financial Group for his entire career, spanning from 2016 to the present. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis, focusing on asset allocation and integrating financial planning with portfolio management.

James Pacilio Jr is a financial advisor at Kingsbridge Advisors, LLC with 51 years of industry experience. He holds a Series 63 designation and has worked at Kingsbridge Advisors and related firms since 2000, with prior experience at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as president of North Hill Gang, LLC, a hunting club. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly but evaluates and monitors external managers on clients' behalf.

Arunava Das is a financial advisor at InCred Wealth Inc. with 11 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JM Financial Securities Inc. for 11 years before joining the InCred group of companies in 2026. InCred Wealth Inc. provides investment advisory and consulting services to high net-worth individuals, qualified purchasers, accredited investors, pension plans, trusts, and businesses. The firm focuses on fundamental analysis and diversification across mutual funds, private funds, and individual equities, employing both discretionary and non-discretionary strategies with a primarily long-term approach.

John Gianni is a financial advisor at Valley Financial Management, Inc. with seven years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Valley National Bank since 2016 and Valley Wealth Managers, Inc. since 2023. Valley Financial Management operates as Valley Digital Investor, offering individual and high-net-worth clients discretionary portfolio management through an online platform that uses automated model ETF portfolios based on client profiles. The firm requires clients to maintain a Valley National Bank account and manages portfolios ranging from conservative income to aggressive growth with periodic rebalancing.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Poxono Capital. His prior roles include positions at Alliance Bernstein, BlackRock Investments LLC, and Vernier Capital Partners. He is also the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital offers discretionary investment advisory services primarily to individual and high-net-worth clients, providing customized portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and manages a privately organized pooled investment vehicle alongside traditional advisory services.

Andrew Shoemaker is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Hurley Capital, LLC since 2022 and previously held roles at Capital Estate Advisors, Inc., Strategic Funding Source, Inc., and Morgan Stanley. Outside of finance, he was involved with Custom Image Laser Engraving, Inc. for eight years. 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 approach, utilizing a range of securities and occasionally less liquid or specialty vehicles, while also offering consolidated reporting through an eMoney portal.