John Gianni is a financial advisor with Valley Financial Management, Inc. based in New York, NY. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His work history includes roles at Valley Wealth Managers, Inc., Valley Financial Management, Inc., and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management through an online platform for individual and high-net-worth clients. The firm’s advice is generated by an automated system that creates and manages ETF model portfolios based on client information, with accounts funded and serviced through Valley National Bank.

Stephen Jahelka is a CFA® charterholder with three years of industry experience. He is a financial advisor at DSJ Wealth Management LLC and has prior experience at KPMG. He also co-founded Demasco Sena & Jahelka. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting services to individuals, trusts, corporations, and qualified employee benefit plans. The firm utilizes independent third-party investment managers and combines fundamental, technical, and cyclical analysis when providing direct advice, tailoring strategies to clients’ risk tolerance and liquidity needs.

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.

Daniel Sullivan is a Series 65-licensed financial advisor with 46 years of experience at Shearman, Ralston Inc. in Greenwich, CT, where he has worked since 1980. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm offers tailored portfolio management using a mix of fundamental, technical, and charting analysis across various instruments, managing a substantial majority of assets on a non-discretionary basis.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm offers discretionary portfolio management and integrated financial planning, utilizing fundamental, technical, and cyclical analysis to construct customized portfolios.

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.

Brianna Melahn is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with Prism Planning and Solutions Group and has previously worked at Insight Advisors, LLC and Morgan Stanley. Outside of finance, she is the administrator of a laundromat business. Prism Planning and Solutions Group is a supported investment adviser that offers financial planning, coaching, consulting, estate-planning document services, investment advice, and wealth management. The firm serves individual and high-net-worth clients through a structured planning process and utilizes diversified, low-cost core portfolios with discretionary investment management.

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.

John Hamilton is a financial advisor at Hamilton Advisors Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Hamilton Advisors since 1989. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation while seeking reasonable returns and uses documented Investment Policy Statements tailored to client goals.

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.

Deborah Hamilton is a financial advisor with Hamilton Advisors Inc in Greenwich, CT, holding 43 years of industry experience. She has been with Hamilton Advisors since 1980. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation and reasonable returns, using a range of securities and strategies including options and short sales, while formally documenting client objectives in Investment Policy Statements.

Darius Mossavar Rahmani is a financial advisor at UAS Asset Management based in New York, NY, holding a Series 65 credential with five years of industry experience. He has been with United American Securities, Inc. since 2016. UAS Asset Management provides discretionary and non-discretionary portfolio management services to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs a fundamental equity analysis approach with an emphasis on risk controls for separately managed accounts and manages a private pooled investment vehicle with a more speculative strategy.

Harry Mamaysky is a financial advisor at QuantStreet Capital with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at EBH Capital Management LLC. Mamaysky has also been affiliated with Columbia Business School since 2015. QuantStreet Capital is a small registered investment adviser specializing in discretionary investment management, financial planning, and consulting for individuals, trusts, retirement plans, businesses, and charitable organizations. The firm employs a quantitative asset-allocation approach using a proprietary machine-learning model combined with discretionary human oversight, offering multiple risk-targeted strategies and model portfolios.

Daniel Cantor is a CFA® charterholder with four years of industry experience. He is currently with CK Advisors, LLC, where he has worked since 2006. CK Advisors provides investment supervisory services to high-net-worth individuals, families, related entities, and select institutional clients. The firm employs a bottom-up, value-oriented investment approach focused on fundamental analysis and long-term holdings, managing portfolios that typically emphasize individual equities alongside bonds, mutual funds, and ETFs.

Miguel Rios Amurrio is a CFP® professional with four years of industry experience, currently serving as an advisor at TQM Wealth Partners. Prior to joining TQM Wealth Partners in 2020, he worked at Chipotle Services, LLC and Groupo Mercantil, Santa Cruz S.A. His credentials include the Series 65 license. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis and offers both financial planning and investment management services.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Daniel Joyce is a financial advisor at WestPark Capital, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at SCF Investment Advisors, INC., SCF Securities, Inc., and Linsco/Private Ledger Corp. Outside of his advisory role, he occasionally places fixed life and health insurance products as an independent broker. WestPark Capital, Inc. provides financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm offers customized advisory services and implements portfolios directly or through selected third-party managers based on client objectives and risk tolerance.

Liam Hibbits is a financial advisor at WealthEdge Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has been with WealthEdge since 2022. Prior to his advisory role, he spent five years at Virginia Commonwealth University and one year at Salisbury School. WealthEdge serves individual and high-net-worth clients, retirement plans, and businesses, offering discretionary portfolio management and a variety of model-portfolio services. The firm employs multi-model core-satellite and dynamic allocation strategies, managing about $472 million across 290 clients through bespoke and model portfolios.

Andrew Hart is a financial advisor at Next Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Next Capital since 2016. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including serving as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and ongoing monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments such as direct indexing and tax-managed long/short strategies.