Stephen Pagliari is a financial advisor at Differential Capital LLC in Merrick, NY, holding a Series 65 designation with four years of industry experience. Prior to founding his advisory firm, he worked at Differential Management, LLC and currently is employed as a new product development portfolio manager at MiniCircuits, a global RF and microwave components manufacturer. Differential Capital LLC is a state-registered investment adviser offering discretionary portfolio management to individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, ETF, and options analysis across multiple account programs, using both short- and long-term strategies with full trading discretion.

Srdana Pokrajac is a CFA® charterholder and financial advisor with two years of industry experience, currently serving as the sole advisor at Planbound, LLC in New York, NY. She has been involved with Planbound since 2023 and also maintains a role at Wize Venture, Inc. Outside of her advisory work, she is engaged with Spartan Planning Group, a fee-only financial planning firm serving families, individuals, and organizations. Planbound offers financial planning, wealth management, and financial education services to individuals, high-net-worth clients, and small businesses. The firm uses a diversified, primarily passive investment approach and supports various engagement structures, including asset-based management, flat-fee planning, and hourly consulting.

Richard Russo is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Greenlea Lane Capital Partners and Prince Henry Group before joining RKR Capital Group in 2018. RKR Capital Group LLC provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals. The firm employs a concentrated, long-only equity value strategy focused on bottom-up research and long-term capital appreciation, managing approximately $7.83 million in assets.

Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, an independent investment advisory firm based in Brooklyn, NY. He holds Series 65 and Series 63 credentials and has professional experience across engineering and consulting roles prior to founding his firm. Torrente is also a registered representative of Joseph Stone Capital, LLC, a broker-dealer, where he provides securities brokerage services separately from his advisory work. New York Fee Simple, LLC offers portfolio management and investment advice to individuals, trusts, estates, family entities, and certain private companies. The firm employs both qualitative and quantitative analyses to tailor recommendations and provides a range of engagement types, including discretionary and non-discretionary management and educational seminars.

David Bueno Monge is a financial advisor at Ascent Systematic Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Argon Capital Management and Goldman Sachs International. Ascent Systematic Advisors LLC manages private pooled investment vehicles and separately managed accounts for institutional and sophisticated investors, including pension plans and high-net-worth clients. The firm employs a discretionary, systematically rules-based investment approach focused on trend-following and momentum signals in U.S. equities, with an emphasis on detailed performance reporting and use of prime-broker services.

Mark Reich is a CFP® and PFS™ credentialed advisor based in New York, NY, with over 30 years of experience at his own firm, Mark E. Reich, CPA, CFP. He provides financial planning and investment supervisory services alongside separately billed accounting activities. His firm serves high-net-worth individuals, trusts, estates, and charitable organizations with fee-based planning and periodic investment oversight. The investment approach includes a broad range of strategies, from long-term holdings to short-term trading and option writing, with monitoring conducted through quarterly reports and meetings.

Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC. He has 15 years of industry experience, including 13 years at Tweedy Browne, LLC, and has been with Armadale since 2023. Armadale Asset Management is an independent, single-advisor registered investment adviser that offers discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, business entities, and third-party advisers. The firm employs a bottom-up, fundamental valuation approach focused on small- and mid-cap U.S. equities, utilizing proprietary research and customized strategies including a dedicated REIT portfolio.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC, holding Series 65 and Series 63 licenses with eight years of industry experience. His work history includes roles at Infosys Ltd. and Hiteks Solutions Inc., alongside entrepreneurial ventures with Mykonos Film, LLC and Anthos Entertainment, LLC. ARDROSSAN Wealth Management provides personalized wealth management and financial planning services to individuals, families, trusts, and estates. The firm employs a fundamental, long-term buy-and-hold investment approach and offers portfolio management on a non-discretionary basis with client approval required for each trade.

Michael Lackwood is a financial advisor with Spring Delta Asset Management, LLC in New York, NY. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role since 2020, he worked at Aurora Private Wealth and APW Capital, Inc. from 2018 to 2020, and at Oppenheimer & Co. from 2011 to 2018. He serves as treasurer for the Brooklyn Emerging Leaders Academy, a charter school, assisting with organizational and budget matters. Spring Delta Asset Management provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and select corporate and institutional clients. The firm manages accounts primarily through two ETF-based model strategies within a firm-sponsored wrap fee program, employing both a leveraged tactical approach and a non-leveraged buy-and-hold approach.

Alan Kotaev is the president and portfolio manager of TPK Advisors LLC, where he has worked since 2010. He holds Series 63 and Series 65 registrations and has 10 years of industry experience. In addition to his advisory role, he is a partner at Alan Trade Inc., a company involved in the export and distribution of Sherwin Williams products in Russia, where he handles contract negotiations and shipment arrangements. TPK Advisors is an independent registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of strategies including technical and fundamental analysis, short sales, option writing, and short-term trading, and conducts regular portfolio reviews with discretionary trading authority.

Brian Quinif is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Twin Bridges Advisory, where he has worked since 2026. His prior experience includes positions at HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Nomura Securities International, Inc. Twin Bridges Advisory is a newly registered SEC investment adviser that plans to serve individuals, high-net-worth clients, trusts, estates, business entities, and employee benefit plans. The firm offers a range of services including discretionary and non-discretionary investment management, standalone financial planning, and pension consulting, with an investment approach focused on long-term, tax-aware, globally diversified strategic asset allocation.

Joshua Wallace is the sole advisor at Wallace Wealth Advisory, Inc., holding a Series 65 credential with no prior years of industry experience. His previous work history includes roles at Northwestern Mutual, Target Corp, Taco Bell, and Abraham Lincoln High School. Wallace Wealth Advisory is an independent firm that provides discretionary portfolio management and integrated financial planning primarily for young professionals. The firm employs a long-term investment approach focused on diversified asset allocation among equities and fixed income, using ETFs and mutual funds with ongoing monitoring and periodic rebalancing.

Steven Irgang is a financial advisor at Maci Family Office Advisors in New York, NY, with 4 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Maci Family Office Advisors since 2011. Maci Family Office Advisors is a multi-family office serving affluent families, family offices, individuals, foundations, and trusts. The firm manages approximately $24 million and offers comprehensive services including investment management, succession and trust advice, philanthropic administration, personal CFO work, and concierge support, employing a strategic, tax-aware investment approach focused on long-term, diversified portfolios.

Evan Kessler is the sole advisor at ESK Capital Management Inc. in Great Neck, NY, with 15 years at the firm and a total of 4 years of industry experience. ESK Capital Management is an independent, fee-based wealth management firm serving individuals and high-net-worth clients, focusing on accounts generally between $250,000 and $2 million. The firm provides discretionary, customized portfolios and comprehensive financial planning services, including retirement, tax, estate, insurance, and business planning.

Steven Mace is the principal of MACE Capital Management, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led his firm since 2005. Outside of his advisory role, he is also a licensed insurance agent and a licensed real estate agent in New York. MACE Capital Management provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $86 million in client assets on a non-discretionary, fee-only basis, using fundamental and cyclical analysis across a broad range of instruments and strategies.

Richard Bregman is a CFA® charterholder and principal of MJB Asset Management LLC, with 29 years at the firm and four years of industry experience. Based in New York, NY, he has focused his career at MJB Asset Management since its founding. MJB Asset Management provides investment advisory services to individuals, businesses, not-for-profits, high net worth investors, and institutional clients, with a particular emphasis on corporate and pension clients. The firm offers discretionary portfolio management and pension consulting services, combining fundamental and technical analysis to manage portfolios tailored to client goals and market conditions.

Anthony Aulisa is a financial advisor with Wealthie Advisors LLC in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. He is also COO and co-founder of Wealthie Inc., a home equity investment startup. Wealthie Advisors, LLC is an independent SEC-registered adviser offering discretionary investment management services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a strategic, long-term investment approach focused on passive indexing and diversified allocations, primarily using low-cost ETFs and index mutual funds.

Carlos Ponce is a financial advisor at BPBI LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at BPBI since 2017. His prior experience includes roles at Bank of America and Merrill. BPBI LLC serves high-net-worth individuals, family offices, trusts, estates, and corporate clients, with a focus on international investors, primarily from Mexico. The firm offers comprehensive portfolio management, financial planning, and sub-advisory services, delivering individualized investment advice often on a non-discretionary basis.

Mark Reisman is the sole advisor at Pelican Bay Asset Management, Inc. in New York City, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked exclusively at Pelican Bay Asset Management since 1999. Pelican Bay Asset Management provides investment supervisory services to a select group of clients including corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages separate accounts through a non-discretionary, long-term buy-and-hold approach tailored to each client’s circumstances.

Sean Kearney is a Series 65-licensed financial advisor with one year of experience, currently practicing at Amvoy Wealth, an independent advisory firm. He has also been involved with Skearney Financial Limited and Amvoy Wealth Limited in Dublin, Ireland, since 2019, holding roles including CEO and Chief Compliance Officer. Amvoy Wealth provides fee-only investment management and financial planning services to individual and high-net-worth clients, employing both passive and active strategies with a focus on no-load mutual funds, ETFs, and discretionary portfolio management. The firm integrates model portfolios and offers client-tailored asset allocation, also overseeing portfolios through in-house and third-party analysis.