Thomas Daniel is a financial advisor at J.H. Darbie & Co., Inc. with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kenneth Jerome & Co., Inc. since 2003, following a brief tenure at Morgan Stanley Dw Inc. in 2002. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, including non-high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of cyclical, fundamental, and technical analysis, employing value-oriented, tactical, and strategic asset allocation approaches while participating in third-party adviser programs.

Jacob Chen is a financial advisor at Vanquour LLC with three years of industry experience. He previously worked at Brighton Securities and PneumaTek LLC and spent 19 years at New York University. Outside of his advisory role, he rents units in his residence. 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, offering customized portfolios that include diversified mutual funds, ETFs, individual securities, and other investment strategies. The firm combines fundamental and technical analysis for portfolio management and maintains a small, concentrated client base focused on high-net-worth relationships.

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.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 23 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky, LLC provides discretionary portfolio management to a range of clients, including individuals, pension plans, trusts, and charitable organizations, managing approximately $59.4 million in assets. The firm emphasizes fundamental analysis and tax-sensitive, long-term investment strategies, and also operates as a certified public accounting practice.

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 at Claris Advisors, LLC with 36 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC, and Osaic FA, Inc. among other firms. Outside of his advisory role, he is involved in insurance businesses, including serving as president and owner 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 tailored, written financial plans focused on areas such as estate protection, retirement, insurance, and employee benefits, operating on a planning-only, fixed-fee model without managing client assets directly.

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

Lukas De Witt is a financial advisor with Elevate Planners, holding a Series 65 designation and five years of industry experience. Before joining Elevate Planners, he spent four years at Proxy Wealth Advisors LLC. Outside of his advisory work, he is a licensed real estate salesperson assisting clients with home purchases and sales through Mont Sky Real Estate. Elevate Planners is an independent, SEC-registered firm offering 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 arrangements.

Elizabeth Miller is a CFP®, CFA®, and Series 65-licensed financial advisor with 29 years of industry experience. She has been with Summit Place Financial Advisors, LLC since 2008, working as part of a four-advisor team based in New York, NY. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis across equity and fixed-income securities, mutual funds, and ETFs, and operates through multiple offices with approximately $256 million in discretionary assets under management.

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 has previously worked at KDM Capital, Saxony Securities, Wunderlich Securities, Inc., and Dominick & Dickerman LLC. IKE Capital provides discretionary and non-discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build diversified, risk-appropriate portfolios primarily focused on large-cap equities, along with fixed income, REITs, ETFs, and private investments.

Kara Cooke is a financial advisor at Mary & Pip with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online, app-based advisory program, using proprietary algorithms to generate ETF-based portfolio recommendations and manage accounts on a discretionary basis.

Mary Nader is a Series 66-registered financial advisor with Mary & Pip in New York, NY, bringing three years of industry experience. She previously worked at Deutsche Bank Securities and Deutsche Bank Trust Company Americas from 2020 to 2025. Outside of financial advising, she manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships, and has modeling representation through Ford Models. Mary & Pip provides discretionary, ETF-based portfolio management through an online, app-based platform. The firm serves individual retail investors and families with algorithm-driven investment advice, emphasizing strategic asset allocation, long-term holdings, and periodic rebalancing.

Theodore Goneos is an advisor at Chesapeake Asset Management LLC with Series 63 and Series 65 credentials. He has over 20 years of industry experience, including 23 years at Endevon Capital, LLC, where he was managing member of two business consulting entities. He currently serves as trustee of a private trust associated with Endevon Capital. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm offers discretionary portfolio management and financial planning through its Private Wealth Division, as well as non-discretionary advisory and operational support for alternative investments via its Alternatives Advisory Group.

Yosef Stilerman is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has been involved in real estate investment management through multiple entities, including YZ Builders LLC and Sayaset Capital Financing LLC, where he serves as manager. Creative Capital provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios based on client objectives and utilizes various investment strategies, including equities, options, and real-estate partnership interests.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor since 2003, alongside his role at Stratacore since 2014. Desalvo is also licensed to sell insurance products, an activity to which he devotes a small portion of his time. Stratacore Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, managing approximately $97 million in assets. The firm combines fundamental, technical, and cyclical analysis in its investment approach, providing both discretionary and non-discretionary asset management and ERISA plan advisory services.

Jacob Oleshansky is a Series 65-licensed financial advisor with eight years at Radix Organization, Inc. and five years of industry experience. Prior to joining Radix, he held roles at Nur Restaurant and Breads Bakery. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting primarily to high-net-worth individual investors. The firm uses a combination of fundamental, technical, charting, and cyclical analysis alongside both long- and short-term trading strategies to tailor and actively manage portfolios.

Natalie Munn is a financial advisor at Lancaster with a Series 66 designation and three years of industry experience. Her prior work includes roles at Hightower Advisors and Northwest Bank, as well as earlier positions at the University of Pittsburgh and Callahan Ice Arena. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic, quantitative approach combining artificial intelligence and algorithmic execution to pursue tax-exempt income with active trading.

John Roscoe is a CFA® charterholder with three years of industry experience. He is currently an advisor at Osprey Private Wealth LLC, where he has worked since 2025. His prior experience includes roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth and multi-generational families. The firm offers individually managed portfolios incorporating fundamental and technical analysis, combines planning with investment services, and often accepts fiduciary roles for client trusts and private foundations.

Anthony Minko is a financial advisor with Minko Wealth in Brooklyn, NY, holding a Series 65 credential and five years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he offers legal advice and services to clients separately from his advisory role. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm employs fundamental analysis and modern portfolio theory to construct portfolios tailored to clients’ goals, risk tolerance, and time horizon, and offers access to alternative investments and third-party money managers.