Yan Sun is a CFA® charterholder with 18 years of industry experience, currently serving at Taurus Financial in Jersey City, NJ. His prior work includes roles at Credit Suisse Securities and LPL Financial. He is also the owner of TDG International LLC, a non-investment-related business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing fundamental and quantitative analysis alongside a range of investment strategies.

Eduardo Schwartz is a financial advisor at LifeCapital Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for eight years. Outside of his advisory role, he is a licensed insurance agent and dedicates part of his time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with the flexibility to include individual securities, alternatives, and digital assets.

Mikael Larsson is a financial advisor at StrataCore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. In addition to his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm, Sweden, dedicating approximately half of his time to that activity. StrataCore Capital Management, LLC manages around $97 million in client assets, serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach, offering both discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services.

Adam Spilka is a financial advisor at Huygens Capital LLC in New York, NY, holding a Series 65 credential with five years of industry experience. He has worked at Huygens Capital since 2012. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser that places clients into systematic tactical and passive index ETF/ETN portfolios. The firm serves individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments through separately managed accounts custodied via Interactive Brokers.

Barbara Ann Dicostanzo is a CFP® professional with 34 years of industry experience. She is a member of Penbrook Management LLC, where she has worked since 2004, and also serves at Beech Hill Securities, Inc. since 2013. In addition to her advisory roles, she is a member of ANKAP LLC, a general partner of an investment partnership. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, focusing on portfolios concentrated in individual equities for capital appreciation, supplemented by bonds and other instruments, with investment strategies tailored to client objectives.

Keith Beverly is a financial advisor at Re Envision Wealth in New York, NY, with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Grid 202 Partners and Momentum Advisors, LLC. Beverly is a managing member of Democratizing Capital LLC and Re-Envision Capital LLC. Re Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families, and institutional clients, focusing on affluent and high-net-worth households. The firm emphasizes asset allocation based on fundamental and cyclical analysis, manages portfolios on a discretionary basis, and offers a separately managed account strategy aligned with client values.

David Marra is a Series 65-licensed financial advisor at Markin Asset Management, LP with four years of industry experience. He has been with Markin Asset Management since 2019 and also serves as Managing Director of Arialytics, Inc., a non-investment related business. Markin Asset Management provides discretionary investment management to private funds, individual accounts, trusts, and family offices using proprietary multi-asset quantitative strategies. The firm applies systematic models and machine-learning techniques to construct diversified, ETF-based portfolios tailored to client objectives.

James Crabb is a financial advisor at One Oak Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak in 2017. Outside of his advisory role, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit providing assistance and religious training to disadvantaged groups in Israel. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy investments, and manages multiple onshore and offshore funds.

William Medley is a CFA® charterholder with 10 years of industry experience. He has worked at Fithian LLC since 2022 and previously held roles at MBSC Securities Corporation and BNY Mellon. Medley is based in New York, NY, and holds the Series 66 designation. Fithian LLC provides discretionary investment advisory services to institutional and sophisticated investors, including high-net-worth individuals, family offices, endowments, and foundations. The firm employs a global, long-only, concentrated equity strategy based on bottom-up research and detailed due diligence, managing separately managed accounts on a discretionary basis with tailored client guidelines.

Peter Thomann is a CFP® professional with five years of experience at Brave Eagle Wealth Management. He is also the President and owner of Thomann Tax, Inc., a tax preparation business he has operated since 2005. Thomann manages wealth and provides financial planning services from Brave Eagle’s New York office. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses with comprehensive wealth management, portfolio management, and business and tax consulting. The firm manages approximately $72 million across about 100 client relationships, using an investment approach that incorporates active management, modern portfolio theory, tax-aware allocation, and the use of derivatives in managed accounts.

Ryan Cole is a financial advisor with Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Integrity Advisory Partners since 2012 and has a longer tenure with affiliated entities including Integrity Financial Partners and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and provides insurance placement and business consulting through Liberty Mutual. Integrity Advisory Partners LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a mix of long-term, short-term, and trading strategies with an emphasis on client involvement, managing portfolios primarily on a non-discretionary basis.

Sam Hicham Alaoui is a financial advisor at 9D Capital LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including 5D Partners LLC and Capital Trust and Associates LLC. He is also a managing member of Antimatter Capital LLC, serving as a strategy consultant in a non-securities-related capacity. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting services to individuals, pension and profit-sharing plans, corporations, and other entities. The firm manages approximately $10.6 million for a small client base, focusing on individualized relationships and a fundamental investment approach supplemented by technical and cyclical analysis.

David Rappa is a financial advisor at Adalta Capital Management LLC with five years of industry experience. He serves as a board member of R.W. Pressprich & Co., a FINRA-registered broker-dealer based in New York. Rappa has worked at both Adalta Capital Management and R.W. Pressprich & Co. since 2016 and 2020, respectively. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach that includes due diligence on third-party managers and customized portfolio construction.

Mitchell Heller is a financial advisor at Hemisphere Partners LLC with 21 years at the firm and five years of industry experience. He is based in New York, NY. Hemisphere Partners primarily advises high net worth individuals and their estate-planning vehicles and personal holding companies, providing ongoing investment advice, discretionary and non-discretionary portfolio management, and consulting services. The firm emphasizes individually tailored, diversified portfolios and utilizes established SMA platforms and custodian due diligence, focusing investment monitoring and advice within its small team of two principals.

Joseph Rodriguez is a financial advisor at Matriarch Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Loyola University Maryland. In addition to his advisory role, he serves as a business consultant for JALEX LLC. Matriarch Wealth Management is a small advisory firm serving individuals, trusts, retirement plans, and business entities. The firm employs a blend of fundamental and sector analysis with modern portfolio theory, offering both active and passive strategies across various asset classes while integrating platform and network relationships into its service model.

Roberto Schwartz is a financial advisor at LifeCapital Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for 18 years. Schwartz is also a licensed insurance agent, dedicating part of his professional time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, wealth management, and financial planning, using primarily low-cost, diversified mutual funds and ETFs alongside individual securities, alternatives, and digital assets.

Cynthia Golub is a CFP® professional with 12 years of industry experience, currently serving as an advisor at G-Squared Advisory LLC since 2009. She holds Series 63 and Series 65 licenses and is based in Mamaroneck, NY. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and asset allocation. The firm operates on an hourly or flat-fee basis without managing client assets or accepting discretionary authority.

Michael Raimondi is a financial advisor with Clarus Group LLC in New York, NY, holding a Series 65 designation and four years of industry experience. Prior to joining Clarus Group in 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Raimondi is active in the arts and nonprofit sectors, serving on the board of a charitable organization, managing finances for a theater conglomerate, coordinating reservations for the Dramatists Guild Foundation, and teaching Arts & Entertainment Management as an adjunct professor. Clarus Group LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across 182 clients, employing a combination of fundamental and technical analysis to construct primarily long-term portfolios with flexibility for tax management and market opportunities.

Timothy Mcfadden is a CFP® with 20 years of industry experience and currently serves as an advisor at Value Investment Professionals, LLC. Prior to joining his current firm in 2025, he spent 16 years at TJT Capital Group, LLC. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers unique features such as performance-based fees and borrowing within separately managed accounts.

Tyler Bowden is a financial advisor at Reik & Co., LLC with a Series 65 designation and two years of industry experience. He has been with Reik & Co. since 2014. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap stocks.