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.

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.

Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.

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.

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.

Julian Schubach is a financial advisor at Nosuris, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Oberlander Dorfman, Inc. from 2012 to 2016. Schubach has been with Nosuris since 2017. Nosuris, Inc. is a small SEC-registered advisory firm serving individuals, including high-net-worth clients, and pension/profit-sharing plans across approximately 190 client relationships. The firm provides portfolio management, financial planning, third-party money manager selection, and pension consulting and participant education services, offering both discretionary and non-discretionary arrangements.

Stephen Jahelka is a CFA® charterholder with four years of industry experience. He has worked at DSJ Wealth Management LLC since 2022 and has been involved with Demasco Sena & Jahelka since 2019. Prior to that, he spent three years at KPMG. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm allocates client assets to independent third-party investment managers and offers tailored advice using fundamental, technical, and cyclical analysis.

Stephen Garry is a CFP® and ChFC® with 35 years of industry experience. He is the principal of Stephen J. Garry & Associates, LLC, where he has worked since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. Garry is also involved in insurance and annuity sales through several agencies. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, focusing on fundamental analysis, customized asset allocation, and primarily long-term portfolio management using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

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.

Keith Cho is a financial advisor at Gramercy Strategic Capital LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Manchester Capital Management LLC, SunTrust Bank, and GenSpring Family Offices. Gramercy Strategic Capital LLC provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm uses a combination of analytical methods and employs both discretionary and non-discretionary account management, often directing clients to outside managers and alternative investment vehicles.

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.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Heydorn Stone, he gained experience at the Charles Schwab Foundation Personal Financial Planning Clinic and several other organizations. Heydorn Stone Capital Management is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, and charitable and corporate organizations. The firm employs a client-centered process focused on asset allocation diversification across multiple model portfolios ranging from all equity to capital preservation.

Stephanie Meket is a financial advisor at Wise Wealth Management, LLC in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. She has been with Wise Wealth Management since 2004. Wise Wealth Management serves individuals, families, trusts, estates, privately held businesses, and retirement plans by providing comprehensive wealth management, financial planning, and discretionary portfolio management with a focus on customized portfolios that emphasize asset allocation, global diversification, and alternative asset classes.

Yibo Huang is a CFA® charterholder with 18 years of industry experience, currently serving as the sole advisor at Sicart Associates, LLC since 2016. Based in New York, NY, he holds the Series 63 designation and focuses on discretionary investment advisory services. Sicart Associates provides wealth management and multi-family office services to individuals, families, trusts, foundations, and a private investment vehicle. The firm employs a global contrarian value, bottom-up investment approach with a long-term, buy-and-hold strategy and manages approximately $445 million in discretionary assets under management through a compact advisory structure.

Maura Griffin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Blue Spark Capital Advisors since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm that serves individual clients, specializing in supporting women and their families through major life transitions. The firm employs a liability-driven investing approach with broad diversification and integrates comprehensive financial planning into each client relationship.