Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.

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.

John Lent is a CFA® charterholder with five years of industry experience. He has worked at Bourne Lent Asset Management, Inc. since 2006 and has a concurrent tenure at U.S. Trust Company dating back to 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm manages approximately $343.9 million across about 78 clients, emphasizing fundamental analysis and customized portfolio construction with a focus on individual equities and bonds, while also utilizing mutual funds and ETFs as needed.

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.

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.

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.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Poxono Capital. His prior roles include positions at Alliance Bernstein, BlackRock Investments, Vernier Capital Partners, Morgan Stanley, and Banc Of America Securities. He is also the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering tailored portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and serves as adviser and manager/general partner to a privately organized pooled investment vehicle, which includes performance-based compensation structures and specific compliance measures.

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, SunTrust Advisory Services, Inc., and Genspring Family Offices. Gramercy Strategic Capital LLC provides portfolio management services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of analytical methods across a diverse investable universe and typically maintains a combination of discretionary and non-discretionary accounts.

Bonnie Gurry is a financial advisor at GreenPortfolio Inc. in New York, NY, holding a Series 65 credential with two years of industry experience. Her prior work includes roles at Pirque Ventures between 2017 and 2021. GreenPortfolio serves individual and high-net-worth clients by providing complimentary, web-based climate scoring of publicly traded securities and recommending third-party investment advisers through a software-driven platform. The firm operates exclusively online and emphasizes climate-related metrics rather than financial performance or direct asset management.

Yisha Wang is a CFP® and Series 66 credentialed advisor with nine years of industry experience. She currently works at Taurus Financial and has previously held positions at Goldman Sachs Group, Clearbrook Advisory Inc, and LPL Financial. Wang is a co-founder of Taurus Solution Inc, an accounting and tax preparation business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across about 90 client relationships. The firm uses fundamental, quantitative, and modern portfolio analysis to guide portfolio construction, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Andrew Shoemaker is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Hurley Capital, LLC since 2022 and previously held roles at Capital Estate Advisors, Inc., Strategic Funding Source, Inc., and Morgan Stanley. Outside of finance, he was involved with Custom Image Laser Engraving, Inc. for eight years. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment approach, utilizing a range of securities and occasionally less liquid or specialty vehicles, while also offering consolidated reporting through an eMoney portal.

George Allen is a financial advisor at G.B. Allen Associates, Inc. with 22 years of industry experience and Series 63 and 65 licenses. He has been with G.B. Allen Associates since 1987 and is also the managing partner and president of an affiliated CPA firm, GB Allen, Castro & Associates, providing tax consulting and accounting services. G.B. Allen Associates offers fee-only, discretionary investment management to individuals, trusts, estates, and business entities, serving both high-net-worth and non-HNW clients. The firm constructs customized portfolios using fundamental and technical analysis and maintains a small adviser team with principal-led supervision.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Heydorn Stone, he gained experience at the Charles Schwab Foundation Personal Financial Planning Clinic and several other organizations. Heydorn Stone Capital Management is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, and charitable and corporate organizations. The firm employs a client-centered process focused on asset allocation diversification across multiple model portfolios ranging from all equity to capital preservation.