Antonio Gonzalez is a financial advisor at Great Wealth Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great Wealth Investments since 2022. Prior to that, he spent nine years at Apex Clearing Corporation and is involved in business consulting through Great Wealth Consultants LLC. Additionally, he is a non-equity partner in an investment banking firm specializing in mergers and acquisitions sourcing. Great Wealth Investments provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $15.6 million across 51 client relationships, offering discretionary portfolio management and advice on specialized areas including direct indexing and cryptocurrency exposures.

Oleg Zviagin is a financial advisor at Elevate Planners with five years of industry experience. He holds a Series 65 license and has worked at several firms including CapFinancial Partners and Proxy Wealth Advisors. Outside of advising, he is a licensed insurance agent involved in insurance-related activities. Elevate Planners is an independent advisory firm serving individuals, small businesses, and corporate retirement clients. The firm offers comprehensive financial planning and portfolio management, combining active management with Modern Portfolio Theory principles, and provides pension consulting and retirement plan services under ERISA regulations.

Kuldeepak Acharya is a financial advisor at Anchín Wealth Management LLC in New York, NY, holding a Series 66 designation with 19 years of industry experience. He has worked at Anchín Wealth Management since 2015 and has been associated with related entities including AnchIn Capital LLC and the CPA firm Anchin, Block & Anchin since 1993. Outside of his advisory role, he is involved with Anchin, Block & Anchin LLP, a CPA firm operating in New York. Anchín Wealth Management serves high net worth individuals, providing advisory services primarily through referrals to third-party money managers. The firm focuses on evaluating and recommending select managers while facilitating communication between clients and those managers.

Melissa Rosenfeld is a financial advisor at Lisch Investment Management LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Leigh Baldwin & Co., LLC and Securities Service Network, Inc. Rosenfeld is also a certified public accountant with significant involvement in an affiliated accounting and tax services firm. Lisch Investment Management LLC is a fee-only adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth, managing diversified portfolios on a discretionary basis with regular reviews and adjustments.

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.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kensington Capital Corp since 2018 prior to joining Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, businesses, and charitable organizations. The firm uses client financial information and risk profiles to tailor portfolios and employs both technical and fundamental analysis across various investment strategies.

Jonathan Bergman is a CFP® professional with one year of experience at Collaborative Capital Advisors LLC. He previously worked for 13 years at TAG Associates. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities, employing a combination of fundamental, modern portfolio theory, and quantitative analysis to construct tailored investment portfolios.

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.

William Reik, Jr. is a financial advisor at Reik & Co., LLC with 4 years of industry experience. He has been with Reik & Co. since 2006. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for 57 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap securities.

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 wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a primarily long-term investment process that uses fundamental, technical, and cyclical analysis to construct portfolios including equities, mutual funds, ETFs, bonds, and private placements, while managing both separate accounts and private pooled funds.

Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2018, he worked briefly at Eureka Capital Partners LLC and The Glenmede Trust Company, and has experience in technology consulting through an independent consulting business focused on software and technology for small-to-medium sized businesses. Domani Advisors provides discretionary investment management and consolidated reporting services primarily to individuals, high-net-worth clients, trusts, foundations, and small businesses, using a family-office style approach with a range of investment strategies including derivatives and option strategies.

Scott Krim is a financial advisor with Claris Advisors, LLC, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Kestra Advisory Services and Kestra Investment Services since 2016 and has been associated with Claris Advisors and Krim Advisors since 2012. Outside of advisory services, Krim is involved in the insurance business, including a role as president 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 written, modular financial plans focused on areas such as estate and asset protection, business succession, retirement planning, insurance, and employee benefits, operating under a planning-only, fixed-fee model without discretionary asset management.

Jordan Szekely is a financial advisor at Cherrydale Wealth Management, LLC in Montclair, NJ, with 11 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Cherrydale Wealth Management since 2014. Cherrydale Wealth Management is an SEC-registered advisory firm that provides comprehensive wealth management and discretionary portfolio management to individuals, families, and high-net-worth clients. The firm uses a consultative, long-term, market-based investment approach with customized strategic asset allocations, primarily using ETFs and no-load institutional mutual funds.

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 a Series 65-licensed financial advisor at Elevate Planners with five years of industry experience. He has worked at Proxy Wealth Advisors LLC since 2020 and is also involved in real estate sales through Mont Sky Real Estate. Elevate Planners is an SEC-registered independent advisory firm that offers 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 provides a wrap fee program, pension consulting, and retirement plan services under ERISA.

Frank Berrios is a financial advisor at Drum Hill Capital, LLC with Series 65 registration and one year of industry experience. He previously worked at Bank of America for one year and was a full-time student for nine years. Drum Hill Capital primarily advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines macro analysis with fundamental research to implement diversified model asset-allocation strategies and is notable for its use of margin and derivatives in separately managed accounts.

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.

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 financial advisor at Mary & Pip with a Series 66 designation and four years of industry experience. She has worked at UBS Financial Services in various roles from 2021 to 2026 before joining Mary & Pip in 2026. Mary & Pip offers discretionary portfolio management to individual retail investors and families through a mobile app-based platform. The firm uses an algorithm-driven investment approach to create diversified, ETF-based model portfolios with periodic rebalancing and limited allocations to digital-asset ETFs after client risk acknowledgment.

Mary Nader is a financial advisor at Mary & Pip with a Series 66 license and three years of industry experience. She previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas before joining Mary & Pip. Outside of advisory work, she owns and manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships. She is also represented by Ford Models as talent and serves as a social media brand representative for Gorgie. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online-only advisory platform. The firm uses an algorithm-driven investment approach to create diversified, ETF-based portfolios tailored to client risk profiles.