Albert Pette is a financial advisor at Brixton Capital Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business unrelated to finance. Brixton Capital Wealth Advisors, LLC serves individual, trust, and corporate clients, managing approximately $212.4 million across around 819 accounts. The firm employs a discretionary investment approach incorporating fundamental and technical analysis, modern portfolio theory, and options and derivatives strategies, while also utilizing third-party money managers and allowing client-imposed investment restrictions.

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.

Andrew Cabrera is a financial advisor with Matrix Private Wealth Management Inc. He holds a Series 65 designation and has two years of industry experience. Cabrera has been with Matrix Private Wealth Management and Colonial Life for ten years each. In addition to advising, he is a licensed insurance agent involved in life and health insurance sales in New York and New Jersey. Matrix Private Wealth Management serves individual clients, high net worth individuals, charitable organizations, and businesses. The firm offers portfolio management, third-party money manager selection, and retirement plan referrals, primarily using model portfolios and outside managers with investment approaches grounded in modern portfolio theory and various analytical methods.

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.

Thomas Efthimiou is a financial advisor at Meadowbrook Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meadowbrook Wealth Management since 2015. Outside of advisory services, he is involved in managing a family-owned commercial real estate business and operates a marine equipment sales and service company. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts. The firm manages approximately $86.2 million across about 121 client accounts, offering tailored investment strategies aligned with clients’ objectives, time horizons, and risk tolerances.

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.

John Mcguire is a CFP® professional at MSM Financial Strategies with four years of industry experience. He has been with MSM Financial Strategies since 1997, a firm based in Bronxville, NY. MSM Financial Strategies is a partner-owned investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds alongside a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Robert Hayden is a CFP® professional with 14 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2013. He holds the Series 66 designation and has prior experience teaching as an adjunct professor of financial planning at New York University. Hayden also served as a director on the CFP Board of Directors for a four-year term beginning in 2011. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services. The firm emphasizes planning and oversight without discretionary portfolio management, coordinating with outside managers and providing clients with detailed financial plans and action lists.

Wylie Wang is a financial advisor at Astra Wealth Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Schupak Financial Advisors, HubSpot, Amazon, and the University of Virginia. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active strategies, utilizing institutional funds, equities, bonds, and alternatives when appropriate.

Michael Livian is a CFA® charterholder and holds a Series 66 license with 6 years of industry experience. He has led Livian & Co. since 2010 and previously worked at Safdie Investment Services Corp. from 2004 to 2006. Livian is also the managing member of Lehmann Livian Fridson Advisors, LLC. Livian & Co. primarily serves high-net-worth investors, offering discretionary and non-discretionary portfolio management as well as consulting services. The firm combines a top-down macro approach with fundamental and technical security selection and manages pooled investment vehicles with strategies that include hedging downside risk and tactical cash positioning.

Gabriella Bracaglia is a financial advisor at Prato Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Prato Capital Management since 2005, with prior experience at Wells Fargo Advisors Financial Network LLC. Outside of advising, she works as a server at an assisted living facility and as a bartender. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs a proprietary blend of strategic, dynamic, and tactical asset allocation approaches and offers services through both traditional advisory and wrap fee programs.

Lauren Crossett is a financial advisor at Rebellion Research with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rebellion Research Advisors, LP since 2014 and MassMutual Financial Group since 2010. Rebellion Research Advisors, L.P. is a boutique firm managing approximately $16.5 million for about 75 clients, employing a systematic, machine-learning-based investment approach across discretionary portfolios and a hedge fund. The firm serves both high-net-worth and non-HNW individuals with strategies focused on U.S.-listed equities and multi-asset absolute return investments.

Peter Vlachos is a financial advisor at Adalta Capital Management LLC with seven years of industry experience. He has been with Adalta Capital Management since 2016. Adalta Capital Management provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts and estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies and incorporating third-party manager allocation after due diligence.

George Spritzer is a CFA® charterholder with 16 years at Southland Investments and 18 years of experience in the financial industry. He is based in Roslyn Heights, NY, and has worked at Bright Trading LLC since 2008. Outside of advisory work, he receives nominal compensation from a public blog. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology focused on passively managed index funds and ETFs, managing downside risk through a trailing sell-stop discipline and proprietary indexes.

Vito Abbondandolo is a financial advisor with Abbondandolo Wealth Management Corp in Glen Cove, NY. He holds a PFS™ designation along with Series 63 and 65 licenses and has 14 years of industry experience. He has worked at Abbondandolo Wealth Management Corp since 2013 and has been a CPA at Abbondandolo & Company CPAs LLP since 1989. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts, focusing on strategic asset allocation with diversification and disciplined rebalancing. The firm operates with a small advisory team affiliated with a CPA firm and manages portfolios exclusively through the SEI investment platform.

Bahman Mossavarrahmani is a financial advisor at UAS Asset Management in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with United American Securities, Inc. since 1987. UAS Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs fundamental security analysis with a focus on concentrated equity positions for long-term value, and also manages a private pooled investment vehicle that pursues a more speculative strategy involving derivatives, short selling, and margin.