Jacob Katz is a Series 65-licensed financial advisor with Katz Family Financial Advisors, LLC in New York, NY, where he has worked for three years. His prior experience includes a position at Greenhill & Co. and a role at Café O'Lei Restaurants. Katz co-leads a small advisory team at his firm. Katz Family Financial Advisors provides investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis and proprietary screening focused on safety, quality, growth, and value to construct diversified portfolios and offers educational seminars alongside portfolio management.

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.

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 LLC, and Vernier Capital Partners. He is also the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital offers discretionary investment advisory services primarily to individual and high-net-worth clients, providing customized portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and manages a privately organized pooled investment vehicle alongside traditional advisory services.

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.

Bonnie Gurry is a Series 65-licensed financial advisor with GreenPortfolio Inc. in New York, NY, bringing two years of industry experience. She has been with GreenPortfolio since 2020 and previously worked at Pirque Ventures from 2017 to 2021. GreenPortfolio provides an online climate-scoring tool for publicly traded securities and a software-based referral service connecting individual and high-net-worth clients with third-party investment advisers. The firm operates entirely through interactive websites, using proprietary algorithms to assess companies’ carbon intensity and business practices without offering direct investment recommendations or portfolio 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.

Stephanie Meket is a financial advisor at Wise Wealth Management, LLC in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. She has been with Wise Wealth Management since 2004. Wise Wealth Management serves individuals, families, trusts, estates, privately held businesses, and retirement plans by providing comprehensive wealth management, financial planning, and discretionary portfolio management with a focus on customized portfolios that emphasize asset allocation, global diversification, and alternative asset classes.

Yibo Huang is a CFA® charterholder with 18 years of industry experience, currently serving as the sole advisor at Sicart Associates, LLC since 2016. Based in New York, NY, he holds the Series 63 designation and focuses on discretionary investment advisory services. Sicart Associates provides wealth management and multi-family office services to individuals, families, trusts, foundations, and a private investment vehicle. The firm employs a global contrarian value, bottom-up investment approach with a long-term, buy-and-hold strategy and manages approximately $445 million in discretionary assets under management through a compact advisory structure.

Maura Griffin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Blue Spark Capital Advisors since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm that serves individual clients, specializing in supporting women and their families through major life transitions. The firm employs a liability-driven investing approach with broad diversification and integrates comprehensive financial planning into each client relationship.

Darius Mossavar Rahmani is a financial advisor at UAS Asset Management based in New York, NY, holding a Series 65 credential with five years of industry experience. He has been with United American Securities, Inc. since 2016. UAS Asset Management provides discretionary and non-discretionary portfolio management services to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs a fundamental equity analysis approach with an emphasis on risk controls for separately managed accounts and manages a private pooled investment vehicle with a more speculative strategy.

Stephen Perrone is a financial advisor at Brixton Capital Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services LLC, Strategic Advisers, Inc., and Northeast Securities. Outside of his advisory role, he is a 33% owner of Good News Investors LLC, a business that purchases and remodels homes to resell. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for about 819 clients through a team of four advisors. The firm typically manages accounts on a discretionary basis, using a mix of fundamental and technical analysis, modern portfolio theory, and incorporates options, structured products, and derivatives in its investment strategies.

Tzvetelina Botchoukova is a financial advisor with Lumiere Financial who holds Series 65 and Series 63 licenses and has eight years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Fiduciary Trust International, Athena Capital Advisors, and other firms. Outside of her advisory role, she is a licensed insurance agent. Lumiere Financial provides investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm uses tailored portfolio strategies including firm model allocations, third-party managers, and both discretionary and non-discretionary implementations, and also operates an affiliated insurance agency alongside brokerage services.

Harvey Kraus is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He holds a Series 65 designation and has been a principal and managing partner at Walnut since 2001. In addition to his advisory work, he has maintained an accounting and tax preparation practice since 1980. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm’s approach emphasizes fundamental securities analysis and asset allocation, with a focus on long-term holdings supported by regular account monitoring and use of third-party research.

Moses Silver is a financial advisor at Kensington Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kensington Capital Corp. since 1994. Outside of his advisory role, he serves on the board of Beis Menachem, attending monthly meetings. Kensington Wealth Management, LLC is a newly organized investment adviser that plans to provide discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s approach involves tailoring portfolios across various asset classes and employing multiple trading strategies while maintaining discretion over third-party manager selection and oversight.

Bernard Schonfeld is a financial advisor at Schonfeld Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Park Avenue Securities and Guardian Life Insurance Co. Bernard serves on the advisory board of Yeshiva & Beth Hamedrash Shaarei Yosher and is involved in local community financial oversight projects. Schonfeld Wealth Management offers discretionary asset management, financial planning, and retirement plan consulting primarily to businesses and institutional clients. The firm utilizes diversified investment allocations and third-party platforms like Betterment Advisor Solutions and AssetMark to provide customized portfolio solutions and retirement plan services.

Miguel Rios Amurrio is a CFP® professional with four years of industry experience, currently serving as an advisor at TQM Wealth Partners. Prior to joining TQM Wealth Partners in 2020, he worked at Chipotle Services, LLC and Groupo Mercantil, Santa Cruz S.A. His credentials include the Series 65 license. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis and offers both financial planning and investment management services.

Michael Powsner is a CFP® and PFS™ with 12 years of industry experience. He has worked at Upstart Wealth Management, LLC since 2014 and was previously associated with Michael Powsner CPA d/b/a Powsner & Thomas CPA's and Michael Powsner, CPA. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and various implementation vehicles, including separately managed accounts and derivatives, and manages approximately $294 million across about 89 clients.

Dwight Fulton Jr. is a financial advisor at Aimcdonnaugh & Co. Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including McDonnaugh Securities LLC and Global 1 Group Incorporated. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management services. The firm emphasizes long-term allocation across stocks, bonds, and mutual funds and offers both discretionary and non-discretionary management.