Isaac Richard III is a financial advisor at Mavros Capital Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan, Morgan Stanley, and Merrill Lynch. Richard has also been involved in family office advisory, leading strategic direction in that area. Mavros Capital Management provides discretionary and non-discretionary portfolio management primarily to single-family offices, ultra-high-net-worth individuals, and entities such as trusts and foundations. The firm customizes advice through formal Investment Policy Statements and integrates a range of assets while conducting multi-phase due diligence on private fund managers.

Xiaoyu Li is a financial advisor at Next GEN Advisors, LLC with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Next GEN Advisors, Li worked at Meiwu Technology Company Limited and Superior Trading Ltd., and has experience in both finance and technology sectors. Next GEN Advisors primarily serves high-net-worth individuals and similar entities, offering asset management, financial planning, and consulting services. The firm combines fundamental and technical investment methods and operates as a subsidiary of Cathay Securities, Inc., allowing its advisors to engage in both advisory and commissionable brokerage activities.

Stephanie Huynh is a CFP® professional with experience at Firebrand Wealth Management since 2022. Her prior roles include positions at Neuberger Berman, HQ Capital Private Equity, and Prudential Financial. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm emphasizes passive portfolio construction using index funds and ETFs, while maintaining flexibility to incorporate individual equities, fixed income, and options as appropriate.

Nazariy Blagyy is a financial advisor at 9D Capital LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at 5D Partners, LLC, IP Financial Advisory Services, LLC, and Innovation Partners, LLC. Outside of financial advising, he serves as Managing Member of Strategic Nexus LLC, a strategic and marketing consulting business, and as Creative Director of Twelve Fourteen LLC. 9D Capital LLC provides investment management, wealth planning, and financial planning services to individuals, pension and profit-sharing plans, corporations, and other business entities. The firm manages client accounts on a discretionary basis using fundamental, technical, and cyclical analysis, and employs SEI Investments’ model and custodian services with periodic portfolio rebalancing and reviews.

Mehak Thukral is a financial advisor at Lionshead Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Lionshead Wealth Management since 2017. Outside of her advisory role, she is involved in property management through Rising Properties, LLC. Lionshead Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm employs model portfolios and tax-aware strategies, including periodic tax-loss harvesting, and provides both discretionary and non-discretionary advisory engagements.

Douglas Bycoff is a financial advisor at The Bycoff Group LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions, Bank of America, Merrill, and Honeycomb Asset Management. 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 approach with concentrated allocations and offers portfolio management, consulting, and third-party manager evaluation services.

Jens Nordvig is a financial advisor at Vanda Research Corp in New York, NY, holding Series 63 and Series 65 licenses. He has one year of experience at Vanda Research and previously worked for nine years at Exante Data, Inc. Vanda Research Corp provides institutional research and tactical macroeconomic analysis to buy-side and sell-side clients, including investment banks and asset managers. The firm focuses on cross-asset macro themes and short-term trade ideas using quantitative methods and does not manage client assets or offer portfolio management services to individual clients.

Thomas Capola is the founder of BESA Capital Partners and holds Series 63 and Series 65 credentials. He has over 25 years of experience in investment management through his roles at DGM Asset Management since 1997 and as founder of Rebel Goat Partners, LLC, which manages various family-owned real estate properties. BESA Capital Partners is an investment manager serving primarily pooled vehicles and institutional-type clients, employing a broad investment approach that includes fundamental, technical, and cyclical analysis across a wide range of asset classes and strategies. The firm offers tailored portfolio management with discretionary authority and provides financial planning and educational seminars.

John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.

Priya Malani is a financial advisor at Stash Wealth, LLC with 9 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Stash Wealth since 2012. The firm serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. Stash Wealth emphasizes a Modern Portfolio Theory-based investment approach focused on passive, diversified asset allocation primarily using ETFs and mutual funds, supplemented by educational content such as newsletters, podcasts, and seminars.

Drew Graves is a financial advisor with IDB Lido Wealth, LLC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Prior to joining IDB Lido Wealth in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of finance, he owns Soaring Student, LLC, where he provides tutoring and consulting services, and also offers wellness and dating advice primarily for men experiencing divorce. IDB Lido Wealth, LLC is an SEC-registered investment adviser serving institutional accounts, high-net-worth individuals, trusts, charitable organizations, and corporate entities. The firm employs an integrated wealth management approach that includes equities, fixed income, alternatives, and options-based strategies, and utilizes both affiliated and independent sub-advisers to implement client programs.

Tamir Shabat is a financial advisor at VCP Financial LLC with 17 years of industry experience. He holds a Series 63 designation and has been with VCP Financial since 2013. Outside of his advisory role, Shabat is a co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, as well as Vessel Capital Management, LLC, where he is involved in client portfolio management for private funds. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts on both discretionary and non-discretionary bases.

Steven Fishman is a financial advisor at Mint Asset Management LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Savvy Investor LLC, a marketing consulting firm serving financial firms and newsletter publishers. Mint Asset Management provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm employs a mix of fundamental and technical analysis with predominantly rules-based, systematic models, and utilizes derivatives and borrowing strategies that are less common among similar firms.

Jacob Katz is a financial advisor at Katz Family Financial Advisors, LLC in Alexandria, VA, holding a Series 65 designation with two years of industry experience. His work history includes a position at Greenhill & Co. and multiple periods at Katz Family Financial Advisors. Katz Family Financial Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $106.5 million in assets across about 117 client relationships. The firm uses fundamental analysis and proprietary screening focused on safety, quality, growth, and value to tailor portfolios, and operates a fee-only wrap fee program with both discretionary and non-discretionary accounts.

Steven Longa is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked for the National Football League and Rutgers University. Outside of his advisory role, he owns and manages a transportation business and a property management company. Emissary Wealth serves a diverse client base including individuals, trusts, estates, business entities, and charitable organizations. The firm offers comprehensive financial planning and investment management, emphasizing fundamental analysis and goal-driven planning, with a notable focus on private pooled investment vehicles and real estate-related investments.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience. He is currently with Poxono Capital and has previously worked at Alliance Bernstein, BlackRock Investments LLC, and Vernier Capital Partners. He is the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital offers discretionary portfolio management primarily to individual and high-net-worth clients, combining multiple analytical methods and a range of investment strategies. The firm also advises a private fund and emphasizes tailored investment programs supported by written Investment Policy Statements.

Keith Cho is a financial advisor at Gramercy Strategic Capital LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Manchester Capital Management LLC, SunTrust Bank, and GenSpring Family Offices. Gramercy Strategic Capital LLC provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm uses a combination of analytical methods and employs both discretionary and non-discretionary account management, often directing clients to outside managers and alternative investment vehicles.

Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mcglynn Advisors and Third Seven Capital Advisors. Mcglynn is also a registered representative at Third Seven Capital, LLC. Renew Family Wealth serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm uses a broad investable universe and alternative instruments, combining household wealth management with institutional pension consulting as an ERISA fiduciary for certain plan services.

Bonnie Gurry is a financial advisor at GreenPortfolio Inc. in New York, NY, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Pirque Ventures and Columbia University. GreenPortfolio provides climate-focused services to individual and high-net-worth clients via an online platform that offers complimentary climate scoring of publicly traded securities and financial providers. The firm uses algorithmic scoring to evaluate portfolios from a climate perspective and connects users with third-party advisers who implement climate-aligned strategies.

Yisha Wang is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Taurus Financial and Taurus Solutions, where she co-founded an accounting and tax preparation business. Her prior experience includes roles at LPL Financial, Clearbrook Advisory Inc, and Goldman Sachs Group. Taurus Financial serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a tailored investment approach incorporating fundamental, quantitative, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis.