Lorna Hayden is the sole advisor at Greenwood Hayden Legacy Partners in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has led the firm since 2019 following several years on sabbatical. Greenwood Hayden Legacy Partners is a registered investment manager specializing in discretionary management of private pooled vehicles and single-investor funds for qualified eligible participants, institutional investors, and high-net-worth clients. The firm employs a diversified algorithmic fixed-income strategy using systematic, rules-based models that trade across multiple liquid markets, emphasizing transparency and institutional scalability.

Janet Yearwood is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. She founded Yearwood Financial in 2026 after roles at Lazard Asset Management and J.P. Morgan Institutional Investments. Yearwood Financial is an independent firm providing fee-only financial planning and investment management to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of passive and active management, fundamental analysis, and uses institutional platforms for trade execution and custody, with regular portfolio reviews and documented client objectives.

Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

Igor Tsukerman is a financial advisor at Eureka Wealth Solutions with 12 years at the firm and a total of 4 years of industry experience. He holds a Series 65 designation and previously worked at Passed Pawn Capital for five years. Eureka Wealth Solutions provides discretionary and non-discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, retirement plans, and institutional clients. The firm focuses on thematic and impact investing and uses a combination of algorithmic allocation, tax-efficient asset management, and alternative investments to serve its client base.

Cynthia Sterling is a ChFC® and founder of Sterling Financial Planning in New York, NY, with 22 years at her firm and a total of 5 years of industry experience reported. She previously worked at Washington & McGoldrick for 18 years. Sterling Financial Planning provides comprehensive financial planning and investment advice to individuals and families, focusing on retirement, college funding, and budgeting. The firm operates on fixed-fee and limited hourly arrangements, emphasizes holistic planning, and does not take custody of client assets or provide discretionary portfolio management.

Attila Mendli is a Series 65-licensed advisor based in Sunnyside, NY, currently operating Mendlstein Capital Holdings LLC. He has diverse experience across various industries, including roles at Uber Technologies, Hogan Personnel, and Corvinus University of Budapest. Mendli also worked with the Citizens Campaign for the Environment, reflecting involvement beyond the financial sector. Mendlstein Capital Holdings LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small-to-medium businesses with financial planning, consulting, and portfolio management services. The firm utilizes thematic and macroeconomic analysis, strategic asset allocation, and a variety of investment vehicles, developing proprietary allocation models without relying on third-party portfolios.

Neil Carousso is a CFP® and Series 63 licensed advisor with 32 years of industry experience. He is the principal and sole advisor at NGC Financial, LLC, where he has worked since 2000. Outside of his advisory role, Mr. Carousso owns and operates an accounting and tax preparation business focused on individual tax clients during the tax season. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as employer retirement plan consulting for businesses. The firm employs a customized, tactical allocation approach across various investment vehicles and manages accounts on a non-discretionary basis with ongoing monitoring and rebalancing.

Christopher Mitchell is a financial advisor at Keala Advisors with three years of industry experience. He holds a Series 65 designation and has also operated his own law practice since 2015. Keala Advisors is an independent firm based in New York, NY, with a single-advisor structure.

James Bogush is the sole advisor at Bull Market Strategies LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience, including three years at Goldman Sachs & Co. LLC. Outside of his financial advisory work, he has operated several businesses since 2011, including Bogush, Inc. and Wall Street Motor Cars, LLC. Bull Market Strategies LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and institutional clients. The firm employs diversified investment strategies including technical analysis, options trading, and both discretionary and non-discretionary account management.

Stephanie Whiston is the principal of Whiston Asset Management in New York City, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked at Hudson Heritage from 2001 to 2017 and has operated Whiston Advisors since 1989. Outside of investment advisory, she is the founding director of the Marine Education Foundation, a charitable organization focused on marine educational programs and fundraising. Whiston Asset Management is an independent advisory firm managing approximately $18 million in discretionary assets for individuals, high-net-worth households, pension and profit-sharing plans, trusts, and small businesses. The firm employs proprietary model portfolios and a strategic asset allocation approach tailored to clients’ retirement and wealth-transfer goals, combining discretionary portfolio management with affiliated consulting services and insurance solutions.

Ajay Jani is a financial advisor at Single A Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Single A Capital since 2015. Single A Capital is an independent investment adviser serving primarily individuals and high-net-worth clients with discretionary management of public equities, mutual funds, and ETFs. The firm employs a growth-stock strategy using proprietary fundamental and technical screening alongside a distressed-equity-index approach, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

William Martone is the principal of Martone Capital Management, Inc. in Tarrytown, NY, with over 31 years at the firm and eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent. Martone Capital Management provides fee-based investment advisory and portfolio management services to individuals, high-net-worth investors, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes, managing a majority of assets on a non-discretionary basis with a focus on pension and profit-sharing clients.

Ravinath Aekambaram is a CFA® charterholder and principal of RA Advisory LLC, an independent investment advisory firm based in New York, NY. He has 13 years of industry experience and has led RA Advisory LLC since its founding in 2012. RA Advisory LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, and advises on employer-sponsored retirement plans and 529 plans. The firm customizes portfolios using mutual funds, ETFs, individual securities, and occasionally options, employing fundamental, technical, and cyclical analysis, and offers both integrated and standalone financial planning.

Edwin Hagan Emmin is a financial advisor at Moor Funds with a Series 65 designation and four years of industry experience. He has worked at Moor Funds since 2021 and previously held roles at Titan Alpha Systems and Aztec Exchange. Moor Funds provides discretionary investment management and portfolio construction focused on domestic and international equities for high-net-worth individuals, family offices, pension plans, trusts, estates, and other institutional clients. The firm uses a proprietary AI-driven selection system combined with traditional fundamental analysis and manages a small number of individualized accounts on a discretionary basis.

Brandon Sack is a financial advisor at Active Wealth Advisors with Series 65 registration and one year of industry experience. Prior to joining Active Wealth Advisors, he was involved with GAB Management Corp and has a background that includes six years at Florida Atlantic University. Active Wealth Advisors is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, and a variety of institutional relationships. The firm employs a combination of fundamental analysis, modern portfolio theory, and sector-rotation techniques in its customized investment management, and utilizes a range of instruments including derivatives, futures, and digital-asset products.

Nilesh Saldanha is a financial advisor at LN Capital Management LLC in New York, NY. He holds a Series 65 designation and has four years of industry experience. Prior to founding LN Capital Management in 2019, he spent 14 years at Van Cleef, Jordan and Wood, Inc. LN Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management through separately managed accounts. The firm serves individuals, trusts, estates, corporate entities, pension and profit-sharing plans, and other institutional clients, employing a value-oriented investment strategy focused on long-term capital appreciation across global equities, credit, and fixed-income instruments.

Brandon Furlan is a financial advisor at Capital Gains Advisory with a Series 65 credential and zero years of industry experience. He previously worked at Deloitte for seven years and has experience in tax and accounting services. Capital Gains Advisory serves individuals, including high-income professionals, entrepreneurs, and content creators, as well as small businesses, offering tax advisory, tax preparation, accounting, personal finance coaching, and financial planning alongside investment advisory services. The firm employs a long-term, passive, strategic asset-allocation approach and integrates investment advisory services with licensed CPA practice under one legal entity.

Richard Newman is a financial advisor at Lava Wealth Management, LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Lava Wealth Management since 2013 and also maintains a long-term affiliation with Atlantis Associates. Outside of his advisory work, Mr. Newman serves on the boards of two early-stage companies, Overgrad.com and Zive Inc., and is an investor in both. Lava Wealth Management provides discretionary investment management, comprehensive wealth management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental and strategic analysis to construct diversified, tax-aware portfolios and offers services to corporate clients and private placement advice, distinguishing it among independent advisors.

Sivaparvati Thagirisa is a financial advisor at Map to Your Wealth LLC with six years of industry experience. She holds a Series 65 designation and has been with the firm since 2019. Prior to this, she was not employed in the financial sector from 2015 to 2019. Map to Your Wealth LLC provides investment management, financial planning, and employee benefit plan services to individuals, trusts, small businesses, pension plans, and charitable organizations. The firm uses client-specific investment policies and typically implements portfolios with passive, low-cost index funds and ETFs, while incorporating fundamental analysis and active strategies when requested.

Jason Joseph is a financial advisor with Abby Advisors LLC in Dobbs Ferry, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abby Advisors, he worked as a self-employed advisor for several years. Abby Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a combination of passive and active investment strategies and offers both discretionary and non-discretionary account management, with a focus on long-term holdings alongside occasional short-term trades.