Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at NM Advisors and Acuris, as well as academic appointments at Clark University and NMIMS University. Portus Wealth Advisors provides discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection for individuals, high net worth clients, charitable organizations, and other businesses. The firm also advises a private pooled vehicle and offers access to less-liquid investments, integrating multiple custodial platforms in its service model.

Asaf Markowitz is a financial advisor at Guardant Wealth Advisors in New York, NY, with credentials including Series 63 and Series 65. He has experience working at firms such as JPMorgan Chase and Oporto Delta, with a career spanning roles in financial services and asset management since 2011. Guardant Wealth Advisors provides investment advisory, financial planning, and consulting services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a strategy that includes evaluating and integrating third-party advisers and independent managers, offering access to a broad range of securities and investment vehicles.

Shlomo Moskowitz is a financial advisor at CSD Financial LLC with over six years of industry experience. He holds the Series 65 designation and has been involved with SYMB Trading LLC since 2020 and Gymenist LLC since 2015. CSD Financial LLC provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm offers goal-based planning, investment management, and retirement plan consulting, utilizing both in-house and third-party model portfolios while maintaining a planner-led relationship with clients.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kensington Capital Corp since 2018. Kensington Wealth Management, LLC is a newly organized investment adviser planning to offer discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a tailored investment approach across various asset classes and may use multiple trading strategies while retaining discretion over third-party manager selection and oversight.

Jonathan Bergman is a CFP® professional at Collaborative Capital Advisors LLC with over a decade of experience in financial advisory roles. Prior to joining Collaborative Capital Advisors in 2025, he spent 13 years at TAG Associates. Collaborative Capital Advisors provides portfolio management and financial planning primarily to high-net-worth individuals, family offices, trusts, and estates, typically serving clients with net worths of $25 million or more. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis to develop tailored investment programs across a broad investable universe, including public equities, fixed income, alternative investments, and cryptocurrencies.

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.

Jacob Chen is a financial advisor at Brighton Securities Corp. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vanquour LLC and PneumaTek LLC. Outside of his advisory work, he manages a small rental activity involving units in his residence. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing nearly $1 billion in client assets while maintaining active broker-dealer operations.

Jason Gilbert is a financial advisor at RGA Investment Advisors, LLC with 12 years of industry experience. He holds the PFS™ designation and Series 65 license, and has been with RGA Investment Advisors since 2009. RGA Investment Advisors provides discretionary investment management and financial planning to individual, high-net-worth, and corporate clients. The firm employs a multi-disciplinary process combining quantitative, fundamental, technical, and economic analysis, focusing on a growth-at-a-reasonable-price (GARP) approach with moderately concentrated portfolios and flexible mandates for private pooled funds.

Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with four years of industry experience. His career includes multiple roles at Domani Advisors and prior positions at firms such as Eureka Capital Partners LLC and The Glenmede Trust Company. Outside of his advisory work, Tawil provides independent consulting on software and technology projects for small to medium-sized businesses. Domani Advisors serves individuals, high-net-worth clients, trusts, foundations, families, and small businesses with a family-office style approach, offering investment management, consolidated reporting, and rollover guidance. The firm employs a tailored investment process that includes the use of derivatives and margin within separately managed accounts, supported by a small team overseeing approximately $304 million in regulatory assets under management.

Scott Krim is a financial advisor at Claris Advisors, LLC with 35 years of industry experience. He holds the Series 63 designation and has worked at Kestra Advisory Services, LLC and NFP Advisor Services, among other firms. Outside of his advisory role, he is involved in insurance-related business activities, 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 comprehensive and modular written plans focused on areas such as estate protection, business succession, retirement planning, and employee benefits, operating on a planning-only, fixed-fee model without managing client accounts.

Jordan Szekely is a financial advisor at Cherrydale Wealth Management, LLC in Hoboken, NJ, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has been with Cherrydale Wealth Management since 2014. Cherrydale Wealth Management offers comprehensive wealth and portfolio management services to individuals and high-net-worth clients, using a goals-based, long-term approach with diversified portfolios primarily composed of ETFs and no-load institutional mutual funds. The firm employs public and third-party research and manages client accounts on a discretionary basis while coordinating integrated financial planning with outside specialists.

Congzhu Yang is a financial advisor at HHL Wealth Advisors Inc. in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining HHL Wealth Advisors, Yang worked at New York University and Zhejiang Gongshang University. Yang also serves as a financial associate at HHL Advisors Group, assisting with tax preparation for clients. HHL Wealth Advisors is a fee-only registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individual clients and employer plan sponsors. The firm serves a small client base, emphasizing individualized investment policies using asset allocation and Modern Portfolio Theory, and offers socially responsible options upon request.

Lukas De Witt is the sole advisor at Elevate Planners, an independent SEC-registered firm, with four years of industry experience. He holds a Series 65 designation and has worked at Proxy Wealth Advisors LLC since 2020. Outside of financial advising, De Witt is a licensed real estate sales person assisting clients with home purchases and sales through Mont Sky Real Estate. Elevate Planners provides 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 offers 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.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KDM Capital, Saxony Securities, and Wunderlich Securities. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management focused on fixed income and individual equities. The firm employs a combination of fundamental and technical analysis to customize portfolios based on client risk tolerance and objectives.

Kara Cooke is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Mary & Pip. She previously worked at UBS Financial Services in various roles between 2021 and 2026. Mary & Pip provides discretionary portfolio management through a digital platform, focusing on ETF-based portfolios tailored to client risk profiles. The firm combines proprietary algorithm-driven recommendations with a long-term buy-and-hold strategy and incorporates third-party model managers when appropriate.

Mary Nader is a financial advisor at Mary & Pip with a Series 66 designation and two years of industry experience. She previously worked at Deutsche Bank Securities Inc and its affiliate Deutsche Bank Trust Company Americas. Outside of finance, she manages MHN Media LLC, which handles social media marketing and brand partnerships, and has a modeling agreement with Ford Models. Mary & Pip delivers discretionary portfolio management through a digital platform, focusing on ETF-based portfolios tailored to client risk profiles. The firm employs proprietary algorithms combined with a long-term, buy-and-hold strategy and incorporates third-party model managers when appropriate.

Theodore Goneos is a financial advisor at Chesapeake Asset Management LLC in New York, NY, holding Series 63 and Series 65 licenses. He has over two decades of experience, having worked at Endevon Capital, LLC from 2001 to 2024 before joining Chesapeake in 2024. He has also served as managing member of two business consulting firms, Endevon Capital, LLC and Fincco, LLC, though these activities are currently inactive. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm employs a mix of fundamental and technical analysis to build client-specific, multi-asset portfolios and acts as investment manager and general partner for private pooled vehicles, distinguishing itself through its role as a private fund adviser and fund sponsor.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Stratacore since 2014. In addition to his advisory role, he operates a sole proprietorship involved in insurance product sales and services. Stratacore Capital Management provides investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, small businesses, and insurance-company clients. The firm customizes strategies based on clients’ objectives and risk tolerance, employing fundamental, technical, and cyclical analysis, with a notable emphasis on managing assets on a non-discretionary basis.