Fuqi Chen is a financial advisor at Taurus Financial in Jersey City, NJ, holding a Series 66 designation with three years of industry experience. Prior to joining Taurus Financial, Chen was affiliated with LPL Financial LLC and Angel Light Capital. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $162 million across about 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, and modern portfolio analysis to guide investment decisions.

Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.

Ryan Berman is a financial advisor at Chesapeake Asset Management LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Chesapeake since 2022. His prior experience includes roles at Cherry Lane Capital LLC and Morgan Stanley. Chesapeake Asset Management is an SEC-registered investment adviser serving individuals, families, retirement accounts, corporations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, and it acts as investment manager and general partner for private pooled vehicles.

Jason Kurz is a financial advisor at Comprehensive Wealth Services, LLC with 20 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years, followed by Cadaret, Grant & Co., Inc. and LPL Financial. Kurz also manages tax and investment activities through Generational Wealth Services, LLC. Comprehensive Wealth Services, LLC provides portfolio management and financial planning primarily for high-net-worth individuals and related entities. The firm emphasizes lower-cost investment approaches using mutual funds and ETFs, with portfolios implemented mostly on a discretionary basis and regularly reviewed.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.

Daniel Ziment is a financial advisor at Ziment Financial Advisors, Inc. with six years of industry experience. He previously worked at Morgan Stanley and Goldman Sachs and has held roles at The Wharton School and Evolent Health. He holds Series 65 and Series 63 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market and idiosyncratic risk, offering tailored asset allocations across various asset classes.

John Luedke is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State from 2011 to 2023. Outside of his advisory role, he also works as a consultant for Mantis Innovation. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals and related entities, focusing on equity securities. The firm uses a combination of fundamental analysis and daily technical reviews to tailor investment programs to clients’ objectives and risk tolerances, and it employs performance-based compensation for qualified clients.

Lorne Bycoff is a financial advisor at The Bycoff Group LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Triad Hybrid Solutions, Bank of America, N.A., and Merrill. Outside of his advisory work, he serves on the Duke Young Alumni Development Council and assists with grant processes for Men of Reform Judaism. The Bycoff Group LLC provides discretionary investment advisory services primarily to high net worth individuals, families, trusts, estates, business owners, and institutions. The firm employs an equity-focused, growth-oriented investment approach with concentrated allocations and offers consulting, third-party manager evaluations, and multiple portfolio strategies, including tools such as options, margin, and short sales to achieve client objectives.

Shannon Blanchard is a Series 65-registered financial advisor at Shamrock Financial Services with two years of industry experience. She has been with Shamrock Financial Services since 2018, with prior work including a role at WorldTeach in 2017 and experience in the hospitality sector from 2012 to 2016. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management focused on ETF-based model portfolios. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation, and offers educational seminars and wrap-fee program sponsorship, utilizing third-party sub-advisers for portfolio implementation and rebalancing.

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.

Jamie Casey is a financial advisor at Valley Financial Management, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank Leumi USA and Leumi Investment Services. Valley Financial Management, operating as Valley Digital Investor, offers discretionary portfolio management through an online platform that serves individual and high-net-worth clients. The firm’s model ETF portfolios are automatically implemented and rebalanced based on client-provided information, with account funding and distributions handled through Valley National Bank.

Peter Koutromanos is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2020. He has been involved with Avior Capital Markets since 2005 and holds director roles in several affiliated entities, including Avior Capital Markets Holdings Proprietary Limited and Groombridge Nominees Proprietary Limited. Avior Capital Markets US, LLC serves U.S. institutional clients by facilitating the distribution of foreign equity research and 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, maintaining close operational integration with its foreign affiliates.

Kuen Chan is a financial advisor at Leeb Capital Management, Inc. in New York, NY, holding a Series 65 credential with 7 years of industry experience. He has been with Leeb Capital Management since 2008. Outside of his advisory role, Chan works as a contractor editor writing general investment articles for Capitol Information Group. Leeb Capital Management provides investment supervisory and portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million across about 60 accounts. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental security selection across several core strategies, and its principals actively publish a paid newsletter related to market insights.

Michael Tripicchio is a Series 65 licensed financial advisor with Total Alignment Wealth Advisors, LLC, where he has worked since 2022. He has three years of industry experience and has held prior roles at ShopRite, Rowan University, Pure Energy Hair Studio, and educational institutions. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, offering comprehensive financial planning and family office services. The firm focuses on planning and oversight, coordinating with outside portfolio managers while clients retain custody and implementation responsibility.

Thomas Menacho is a financial advisor at Kineo Capital LLC in New York, NY, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HSBC Securities (USA) Inc. for five years before joining Kineo Capital in 2021. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, utilizing a mix of fundamental, technical, quantitative, and qualitative analysis alongside artificial intelligence and machine learning tools. The firm is notable for its use of derivatives across multiple strategies and for serving as a sub-adviser to private funds and pooled investment vehicles.

Sherli Looi is a Series 65-licensed financial advisor at Garrison Bradford & Associates Inc with four years of industry experience. She has been with the firm since 2012. Garrison Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships. The firm focuses on long-term, fundamentally driven growth investing and tailors accounts to client objectives while managing risk through diversification.

Henry Strudwick is a Series 65-credentialed advisor at Hudson House Capital Incorporated with one year of experience. He has prior associations with Accredo Financial Services Ltd. and Albemarle & Company Ltd., where he has worked for eight and twelve years respectively. Hudson House Capital Incorporated is a fee-only registered investment adviser that provides discretionary investment management and comprehensive wealth planning services to individuals, charitable organizations, and businesses. The firm uses a combination of passive and active investment approaches with an emphasis on asset allocation and manager selection, serving a diverse client base including non-high-net-worth individuals.

Maximillian Alden is a financial advisor at Vanquour LLC with one year of industry experience. Prior to joining Vanquour, he worked for Alden Advanced Technologies for five years and at Holderness School for four years. He holds Series 65 and Series 63 licenses. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to construct customized, primarily long-term portfolios while allowing for tactical adjustments and ongoing due diligence.