Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.

Mark Guastaferri is a financial advisor at Origin Wealth Advisers in New York, NY, holding a Series 65 designation with nine years of industry experience. He has worked at several firms, including Wealth Enhancement Advisory Services, Sentinel Solutions, and Symmetry Partners, before joining Origin Wealth Advisers in 2018. Origin Wealth Advisers serves individual and high-net-worth clients, as well as small businesses and trusts, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes tailored investment policies, strategic asset allocation, and ongoing client contact, implementing portfolios with ETFs, mutual funds, and fixed income products.

Paul Ayala is a financial advisor at Garrison Bradford & Associates Inc with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he is a partial owner of ForBuy Auto Inc, a business involved in buying and selling automobiles. Garrison Bradford & Associates is an SEC-registered investment adviser that manages discretionary, separate accounts for individuals, tax-exempt entities, and investment partnerships. The firm emphasizes long-term, fundamentally driven growth investing and tailors portfolios to client objectives while managing risk through diversification.

Isaac Richard III is a financial advisor at Mavros Capital Management, LLC, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at JP Morgan, Morgan Stanley, Merrill Lynch, and Finalis Securities. He is also involved in family office advisory through Mavros Capital, where he leads strategic direction. 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, integrating illiquid holdings and conducting due diligence on private fund managers while offering a dedicated Family Office Services offering and consolidated reporting on assets.

Mahatir Sikder is a financial advisor at Matrix Private Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Matrix Private Wealth Management since 2015. Matrix Private Wealth Management serves individual clients, including high-net-worth individuals, charitable organizations, and businesses by providing discretionary and non-discretionary portfolio management, model portfolio placement, and referrals to third-party money managers. The firm advises primarily on mutual funds and ETFs, customizing allocations based on clients’ objectives and risk tolerance, and employs a range of investment methods including technical and fundamental analysis as well as Modern Portfolio Theory.

Carlos Batista Gutierrez is a financial advisor at Valley Financial Management, Inc. with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Neuberger Berman, Fidelity Investments, Bank of America, Merrill, JPMorgan Chase Bank, and other financial institutions. Valley Financial Management operates as Valley Digital Investor, offering individual and high-net-worth clients discretionary portfolio management through an online platform that uses client information to implement and rebalance model ETF portfolios automatically. The firm requires electronic account management and funding through Valley National Bank.

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 five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including North Pillar Capital LLC and 5D Partners, LLC. Outside of his advisory role, he serves as the managing member of Strategic Nexus LLC, a strategic and marketing consultancy, and is the creative director at Twelve Fourteen LLC. 9D Capital provides investment management, financial planning, and wealth management services primarily to individual and high-net-worth clients, along with pension plans, corporations, and other entities. The firm’s investment approach combines fundamental analysis with technical and cyclical insights, offering discretionary portfolio management that includes a range of traditional and alternative assets.

Mehak Thukral is a financial advisor at Lionshead Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Lionshead since 2017, following a prior year at Wilmington Capital Securities LLC. Outside of her advisory role, she manages Rising Properties, LLC, a real estate property management business. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside financial planning, consulting services, pension and 1031 exchange consulting, and a Micro Family Office program that integrates estate, tax, and wealth-transfer planning.

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 with Series 65 and Series 63 credentials. He has one year of experience at Vanda Research Corp and previously worked for nine years at Exante Data, Inc. Vanda Research Corp provides investment research and data services to institutional clients, including investment banks and asset managers. The firm focuses on tactical risk advising through cross-asset macroeconomic analysis and offers subscription reports, customized research, and proprietary data without managing client assets.

Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.

Gary Schatsky is a financial advisor at IFC Personal Money Managers, Inc. with 6 years of industry experience. He has been affiliated with IFC Personal Money Managers since 1982. In addition to his advisory role, he practices law as a sole practitioner, dedicating 10-20 hours per month to this non-investment related activity. IFC Personal Money Managers serves individual and high-net-worth clients, trusts, estates, and charitable organizations by providing investment advisory services, financial planning, consulting, and optional tax preparation. The firm primarily operates on a non-discretionary basis, using a variety of analytical methods and strategies to tailor portfolio management and planning engagements to client objectives.

Priya Malani is a financial advisor with Stash Wealth, LLC in New York, NY. She holds Series 65 and Series 66 licenses and has 10 years of industry experience, including prior work at Merrill from 2006 to 2008. Malani has been with Stash Wealth since 2012. Stash Wealth serves individual clients, particularly high-earning professionals, offering a multi-step financial planning process and optional ongoing investment management. The firm emphasizes passive asset allocation based on Modern Portfolio Theory, supplemented by active positions and tax-loss harvesting, and provides educational resources such as newsletters, podcasts, and public seminars.

Arunava Das is a financial advisor at InCred Wealth Inc. based in New York, NY, holding Series 66 and Series 63 registrations with 11 years of industry experience. He previously worked at JM Financial Securities Inc. for 11 years before joining InCred Wealth Inc. and affiliated entities in 2026. InCred Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high net-worth individuals and institutional investors. The firm emphasizes a long-term investment approach with fundamental analysis and diversification across various asset types, operating within a group structure that includes international affiliates and alternative private funds.

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.

John Gianni is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Valley Financial Management since 2022 and also has experience at Valley Wealth Managers, Inc. and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform. The firm serves individual and high-net-worth clients who maintain accounts with Valley National Bank and offers target portfolios tailored to client profiles that are automatically managed and periodically rebalanced.

Karim Harrell is a financial advisor at Aimcdonnaugh & Co. Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Harrell is involved in several business ventures, including real estate development and management, a frozen yogurt retail operation, a trucking company, and a federal government contracting firm. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, incorporating both fundamental and technical analysis, and offers both discretionary and non-discretionary management options.

Julian Schubach is a financial advisor at Nosuris, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Oberlander Dorfman, Inc. from 2012 to 2016. Schubach has been with Nosuris since 2017. Nosuris, Inc. is a small SEC-registered advisory firm serving individuals, including high-net-worth clients, and pension/profit-sharing plans across approximately 190 client relationships. The firm provides portfolio management, financial planning, third-party money manager selection, and pension consulting and participant education services, offering both discretionary and non-discretionary arrangements.

Stephen Garry is a CFP® and ChFC® with 35 years of industry experience. He is the principal of Stephen J. Garry & Associates, LLC, where he has worked since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. Garry is also involved in insurance and annuity sales through several agencies. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, focusing on fundamental analysis, customized asset allocation, and primarily long-term portfolio management using low-cost mutual funds, ETFs, individual stocks, bonds, and options.