Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 designation and four years of industry experience. She has been with Portus Wealth Advisors since 2021 and previously worked at Clark University and NM Advisors. Portus Wealth Advisors provides portfolio management and financial planning services to individuals, corporations, charitable organizations, and real estate vehicles. The firm employs both firm-developed and third-party model portfolios, offering discretionary and non-discretionary management while integrating multiple platforms and providing access to private placements and less common investment opportunities.

Jeffrey Simon is a financial advisor with Kensington Wealth Management, LLC in Brooklyn, NY. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Simon has worked at Kensington Capital Corp since 2018 and joined Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning for individuals, businesses, and charitable organizations. The firm customizes portfolios based on client financial information and risk profiles, employing both technical and fundamental analysis across varied investment strategies.

Jonathan Bergman is a CFP® professional with one year of experience at Collaborative Capital Advisors LLC. He previously worked for 13 years at TAG Associates. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities, employing a combination of fundamental, modern portfolio theory, and quantitative analysis to construct tailored investment portfolios.

Joan Yasolsky is a financial advisor at Tuttle Financial Services, Ltd. with over 20 years at the firm and four years of industry experience. She holds the CFA® designation and Series 63 license. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm conducts global reviews of client holdings across various asset types and focuses on tax efficiency, diversification, and investment costs without managing client assets directly.

Kevin Cassidy is a financial advisor with Bayridge Financial Group, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Bayridge in 2022, he worked at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Outside of his advisory work, Cassidy is a partner in Gatsby Spirits LLC, a liquor company, and is involved with TEG Wellness, a wellness program for employers and employees. Bayridge Financial Group provides discretionary investment advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using ETFs, mutual funds, equities, and fixed income, with regular portfolio monitoring, rebalancing, and annual reviews.

Scott Werling is a financial advisor at Craft Wealth Management LLC in Garden City, NY, with 26 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of finance, he is a partner in Rollin In The Dough Wood Burning Pizza LLC, a mobile food service business. Craft Wealth Management provides portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analytical approaches and strategies, including options trading and short selling, and manages approximately $9.18 million in assets across about 58 client relationships.

Jacob Chen is a financial advisor at Vanquour LLC with three years of industry experience. He previously worked at Brighton Securities and PneumaTek LLC and spent 19 years at New York University. Outside of his advisory role, he rents units in his residence. 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, offering customized portfolios that include diversified mutual funds, ETFs, individual securities, and other investment strategies. The firm combines fundamental and technical analysis for portfolio management and maintains a small, concentrated client base focused on high-net-worth relationships.

William Reik, Jr. is a financial advisor at Reik & Co., LLC with 4 years of industry experience. He has been with Reik & Co. since 2006. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for 57 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap securities.

Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2018, he worked briefly at Eureka Capital Partners LLC and The Glenmede Trust Company, and has experience in technology consulting through an independent consulting business focused on software and technology for small-to-medium sized businesses. Domani Advisors provides discretionary investment management and consolidated reporting services primarily to individuals, high-net-worth clients, trusts, foundations, and small businesses, using a family-office style approach with a range of investment strategies including derivatives and option strategies.

Scott Krim is a financial advisor at Claris Advisors, LLC with 36 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC, and Osaic FA, Inc. among other firms. Outside of his advisory role, he is involved in insurance businesses, including serving as president and owner of Insurance Portal.AI. Claris Advisors, LLC provides consultative financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored, written financial plans focused on areas such as estate protection, retirement, insurance, and employee benefits, operating on a planning-only, fixed-fee model without managing client assets directly.

Congzhu Yang is a financial associate at HHL Wealth Advisors Inc. in Flushing, NY, with two years of industry experience. He holds a Series 65 designation and also works as a financial associate at HHL Advisors Group, assisting with tax preparation. Prior to this, he studied at New York University and Zhejiang Gongshang University. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small business clients. The firm uses asset-allocation frameworks based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.

Lukas De Witt is a financial advisor with Elevate Planners, holding a Series 65 designation and five years of industry experience. Before joining Elevate Planners, he spent four years at Proxy Wealth Advisors LLC. Outside of his advisory work, he is a licensed real estate salesperson assisting clients with home purchases and sales through Mont Sky Real Estate. Elevate Planners is an independent, SEC-registered firm offering comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm combines active management with Modern Portfolio Theory-based allocation and provides a wrap fee program, pension consulting, and retirement plan services under ERISA arrangements.

Kevin Mattison is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2005. He holds the Series 63 designation and is based in New York, NY. Mattison is a director of multiple affiliated entities, including Avior Capital Markets Proprietary Limited and Avior Capital Markets International Limited, among others. Avior Capital Markets US, LLC serves U.S. institutional clients by distributing foreign equity research and facilitating execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, supported by its integration with foreign affiliates.

Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He has previously worked at KDM Capital, Saxony Securities, Wunderlich Securities, Inc., and Dominick & Dickerman LLC. IKE Capital provides discretionary and non-discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build diversified, risk-appropriate portfolios primarily focused on large-cap equities, along with fixed income, REITs, ETFs, and private investments.

Kara Cooke is a financial advisor at Mary & Pip with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online, app-based advisory program, using proprietary algorithms to generate ETF-based portfolio recommendations and manage accounts on a discretionary basis.

Albert Pette is a financial advisor at Brixton Capital Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business unrelated to finance. Brixton Capital Wealth Advisors, LLC serves individual, trust, and corporate clients, managing approximately $212.4 million across around 819 accounts. The firm employs a discretionary investment approach incorporating fundamental and technical analysis, modern portfolio theory, and options and derivatives strategies, while also utilizing third-party money managers and allowing client-imposed investment restrictions.

Mary Nader is a Series 66-registered financial advisor with Mary & Pip in New York, NY, bringing three years of industry experience. She previously worked at Deutsche Bank Securities and Deutsche Bank Trust Company Americas from 2020 to 2025. Outside of financial advising, she manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships, and has modeling representation through Ford Models. Mary & Pip provides discretionary, ETF-based portfolio management through an online, app-based platform. The firm serves individual retail investors and families with algorithm-driven investment advice, emphasizing strategic asset allocation, long-term holdings, and periodic rebalancing.

Shane Siederman is a ChFC® credentialed advisor with 31 years of industry experience, currently serving at Bayridge Financial Group, Inc. since 2018. His prior experience includes roles at LPL Financial and Citicorp Investment Services. Outside of advisory work, he is an author who has written a book since 2014. Bayridge Financial Group provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes fundamental analysis and long-term portfolio construction while also allowing for shorter-term trading aligned with client objectives and market conditions.

Theodore Goneos is an advisor at Chesapeake Asset Management LLC with Series 63 and Series 65 credentials. He has over 20 years of industry experience, including 23 years at Endevon Capital, LLC, where he was managing member of two business consulting entities. He currently serves as trustee of a private trust associated with Endevon Capital. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm offers discretionary portfolio management and financial planning through its Private Wealth Division, as well as non-discretionary advisory and operational support for alternative investments via its Alternatives Advisory Group.

Andrew Cabrera is a financial advisor with Matrix Private Wealth Management Inc. He holds a Series 65 designation and has two years of industry experience. Cabrera has been with Matrix Private Wealth Management and Colonial Life for ten years each. In addition to advising, he is a licensed insurance agent involved in life and health insurance sales in New York and New Jersey. Matrix Private Wealth Management serves individual clients, high net worth individuals, charitable organizations, and businesses. The firm offers portfolio management, third-party money manager selection, and retirement plan referrals, primarily using model portfolios and outside managers with investment approaches grounded in modern portfolio theory and various analytical methods.