Jacob Oleshansky is a financial advisor at Radix Organization, Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked in the restaurant industry at Nur Restaurant and Breads Bakery. Radix Organization, Inc. provides bespoke portfolio management and consulting services to individuals and high-net-worth clients, managing approximately $184 million across 69 client relationships with a three-advisor team. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and utilizes strategies including margin transactions and option writing.

John Roscoe is a CFA® charterholder with three years of industry experience. He has worked at Osprey Private Wealth LLC since 2025 and previously held roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management, wealth management, and financial planning to individuals, trusts, and estates. The firm combines fundamental and technical analysis to build individualized portfolios primarily consisting of large-cap equities, bonds, mutual funds, ETFs, and limited option strategies, with a client base characterized by larger average account sizes.

Anthony Minko is a financial advisor at Minko Wealth in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he provides legal advice or products to clients separately from his advisory role. Minko Wealth offers investment supervisory services and financial planning to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to tailor portfolios to each client’s objectives. The firm conducts regular reviews and due diligence on third-party advisers, and provides educational seminars and workshops at no charge.

Wylie Wang is a financial advisor at Astra Wealth Partners with a Series 65 credential and three years of industry experience. Prior to joining Astra Wealth Partners in 2022, he worked at Schupak Financial Advisors LLC and held roles at HubSpot and Amazon. Astra Wealth Partners provides wealth management, portfolio management, financial planning, and project-based consulting to individuals, employer-sponsored retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach using a combination of passive and active techniques, with attention to tax efficiency and costs, and offers additional services including sub-advisory relationships and affiliated tax consulting.

Michael Livian is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Livian & Co. since 2010 and serves as managing member of Lehmann Livian Fridson Advisors, LLC. Livian & Co. provides discretionary portfolio management and investment consulting primarily to high-net-worth individuals, trusts, corporations, and pooled investment vehicles. The firm employs a combination of top-down macroeconomic analysis and fundamental and technical security selection, offering a range of model portfolios from conservative fixed income to equity opportunities.

Lauren Crossett is a financial advisor at Rebellion Research with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rebellion Research Advisors, LP since 2014 and MassMutual Financial Group since 2010. Rebellion Research Advisors, L.P. is a boutique firm managing approximately $16.5 million for about 75 clients, employing a systematic, machine-learning-based investment approach across discretionary portfolios and a hedge fund. The firm serves both high-net-worth and non-HNW individuals with strategies focused on U.S.-listed equities and multi-asset absolute return investments.

Darnel Bain is a financial advisor at Passive Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Passive Management, he worked at Prospective Professional Services and held roles at Samsung/Mosaic and Sprint. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW clients. The firm utilizes a model-based investment process that incorporates multiple analytical approaches and may employ derivatives and margin borrowing under client direction.

Suzanne Bottoms is a financial advisor at Firebrand Wealth Management, LLC in New York, NY, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including DHR Investment Counsel, Ltd. and Royal Alliance Associates, INC. Suzanne is licensed as an insurance agent in Virginia but is not affiliated with any insurance company and does not actively sell insurance. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm emphasizes passive portfolio construction guided by Modern Portfolio Theory and fundamental analysis, typically using index mutual funds and ETFs while maintaining flexibility for other securities.

Liam Dalton is a financial advisor at Axiom Investment Management LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Capital Management, Inc. since 1990. Outside of his advisory role, he serves as president of Dalstar Corporation, an investment consulting business. Axiom Investment Management provides discretionary asset-allocation and portfolio management services primarily to high-net-worth individuals, pension and retirement plans, trusts, and other institutional clients. The firm offers multiple advisory product structures and 3(38) manager services, with an affiliation to an in-house broker-dealer and involvement in pooled investment vehicles.

Amit Bose is a financial advisor at Wealthnest Capital Inc. with 28 years of industry experience. He previously worked at Western International Securities, Inc. for eight years. Outside of his advisory role, he serves as president of Synergy Global Group Inc., a management consulting firm specializing in new products and services. Wealthnest Capital Inc. serves individual and high-net-worth clients with tailored financial planning and both discretionary and non-discretionary portfolio management. The firm employs multiple analytical approaches and diversified investment strategies, including options and derivatives, and manages approximately $27 million across fewer than 100 client relationships.

Mason Stark is a financial advisor at The Healy Group LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wilshire Phoenix and Ballast Capital Management. The Healy Group LLC is a state-registered investment adviser offering individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing.

Clement Ballas is a financial advisor at Turtle Bay Group, Inc. in New York, NY, holding a Series 65 designation with 14 years of industry experience. He has been with Turtle Bay Group since 2010. Outside of his advisory role, he serves as treasurer of Edgar Dobie, Inc., a private consulting firm in the entertainment industry. Turtle Bay Group primarily serves high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides consulting and non-advisory family office services and acts mainly as a solicitor/referrer to a third-party registered investment adviser for portfolio management.

Gaurav Lall is a financial advisor with VCP Financial LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at VCP Financial since 2013 and previously at Sterne Agee from 2012 to 2017. Lall is co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, and Vessel Capital Management, LLC, a private fund advisory firm. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis and employs various strategies including long- and short-term trading, short sales, and options writing, managing accounts on both discretionary and non-discretionary bases.

Victor Sedaka is a financial advisor at GlassBead Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp. from 2010 to 2018. Outside of finance, Sedaka is involved in the motorcycle industry through sales roles at Moto Vic Advertising and MOTO TV NETWORK INC. GlassBead Capital Management LLC provides discretionary portfolio management and consulting primarily to high-net-worth individuals. The firm manages both separate accounts and a private pooled hedge fund, employing a combination of charting, fundamental, quantitative, and technical analysis focused on growth-oriented equities, ETFs, and non-U.S. securities.

John Kelly is a financial advisor at Radix Organization, Inc. with four years of industry experience. He holds a Series 63 designation and has been with Radix since 2014. The firm provides bespoke portfolio management and consulting services to individuals and high-net-worth clients, managing approximately $184 million across 69 client relationships with a three-advisor team. Radix tailors portfolios using fundamental, technical, charting, and cyclical analysis, and employs strategies including margin transactions and option writing.

Michael Bernstein is a CFP® professional at Lionshead Wealth Management, LLC with two years of industry experience. He has worked at several firms including Noble Financial Group and Equinox before joining Lionshead Wealth Management. Lionshead Wealth Management advises individuals, pension plans, trusts, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management along with financial planning and pension consulting. The firm employs model portfolios, tax-aware strategies, and a mix of long- and short-term purchase approaches tailored to client objectives and risk tolerance.

Andrew Chan is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has worked at Locker Financial Services, LLC since 2017 and also at Integrative Financial Advisors LLC since 2008. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and some professionals sponsoring retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, focusing on strategic asset allocation using diversified mutual funds and ETFs.

Linda Mccurdy is a financial advisor with Radix Organization, Inc. in New York, NY. She holds a Series 63 designation and has four years of industry experience. She has been with Radix Organization since 2014. Radix Organization, Inc. provides bespoke portfolio management and consulting services primarily to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and employs strategies including margin transactions and option writing.

Kenton Kilmer is the president of Addigence Corporation, an investment adviser based in New York City. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior roles at Young America Capital and F&Y Capital LLC. In addition to his advisory duties, Kilmer works as a consultant at Additive Intelligence LLC, providing management and business consulting services. Addigence operates an online-only platform offering discretionary portfolio management to tech-savvy investors, pooled vehicles, and certain businesses through a web-based application. The firm uses a proprietary algorithm to match client profiles to third-party portfolio managers' strategies and executes trades electronically, relying primarily on performance-based fees rather than traditional asset-based charges.

Sarah Pezzino is a CFP® professional with one year of industry experience, currently with Avrio Wealth LLC. Her prior roles include positions at Avrio Wealth PTE LTD and Cambly Inc. Outside of financial advising, she works seasonally as a shopper for Whole Foods Market. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers a comprehensive planning process with written Investment Policy Statements and manages globally diversified portfolios using ETFs, equities, bonds, real estate, private equity, and alternative investments.