Linda Mccurdy is a financial advisor with Radix Organization, Inc., holding a Series 63 designation and five years of industry experience. She has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a range of analytical approaches and trading strategies to tailor and manage equity-focused portfolios, overseeing approximately $200 million for around 90 clients.

Kenton Kilmer is the president of Addigence Corporation, an investment adviser based in New York, NY, with eight years of industry experience. He previously worked at Young America Capital and F&Y Capital LLC. In addition to his advisory role, Kilmer provides management and business consulting services through Additive Intelligence LLC. Addigence Corporation operates an online investment platform serving high-net-worth and qualified individual allocators by replicating third-party portfolio manager strategies in discretionary accounts. The firm uses performance-based fees and an internet-based delivery model focused on fractional-share replication and integration with brokerage services.

Sarah Pezzino is a CFP® professional with one year of industry experience, currently with Avrio Wealth LLC. Her prior roles include positions at Avrio Wealth PTE LTD and Cambly Inc. Outside of financial advising, she works seasonally as a shopper for Whole Foods Market. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers a comprehensive planning process with written Investment Policy Statements and manages globally diversified portfolios using ETFs, equities, bonds, real estate, private equity, and alternative investments.

Jun Chen is a financial advisor at Fidare Wealth Solutions LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Northwestern Mutual Investment Services LLC. Chen is also licensed to sell various insurance products. Fidare Wealth Solutions provides investment advisory and financial planning services to individual and high-net-worth clients through managed accounts and written financial plans. The firm offers asset-based portfolio management along with separate or project-based financial planning and hourly consulting engagements.

Patrick Donohue is a financial advisor at Vanquour LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Aegis Capital Corp. Donohue is also a licensed insurance professional. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term portfolios using diversified assets and combines fundamental and technical research to align investments with clients’ goals and risk tolerance.

Jay Patel is a CFA® charterholder with three years of industry experience. He is currently an advisor at Ahara Advisors and previously worked at BOFA Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors serves high-net-worth families and institutional clients by providing portfolio management, trade execution, and a two-stage financial consulting service. The firm employs an institutional investment process that includes fundamental and economic analysis, customized stress-testing, and tailored asset-allocation strategies.

Aseem Garg is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ahara Advisors since 2021. He previously worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner in multiple private investment pass-through entities, which he uses occasionally for personal investment opportunities. Ahara Advisors offers portfolio management, trade execution, and financial consulting services to high-net-worth families and institutional clients. The firm employs an institutional investment process focused on fundamental and economic analysis, customized stress testing, and tailored asset allocation, while providing consolidated portfolio reporting across public and private assets.

Joseph Halpern is a financial advisor at Exceed Advisory LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Fountainhead Capital Management, Chelsea Financial Services, Nebari Securities, and Obsidian CIO. Halpern also works as a consultant in financial technology and investment product development and serves as an expert witness. Exceed Advisory LLC provides option-based investment strategies primarily to registered investment companies, institutions, other investment advisers, and high-net-worth individuals. The firm focuses on defined-outcome, option-based solutions utilizing listed options and derivatives, often serving as a sub-advisor and tailoring implementation according to fund management agreements or specifications from primary advisers.

Eustache Clerveaux is a CFP®-certified financial advisor with four years of industry experience, currently serving as the sole advisor at Fidare Wealth Solutions LLC. His prior experience includes roles at J.P. Morgan Securities LLC, Hudson Financial Group, and Morgan Stanley. He is a board member and treasurer of the Public-Private Alliance Foundation. Fidare Wealth Solutions is an independent advisory firm providing discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm focuses on tailored investment approaches based on client objectives, employing techniques such as dollar-cost averaging and technical analysis.

Robert Braglia is a financial advisor with American Financial & Tax Strategies, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has been with American Financial & Tax Strategies since 1992. In addition to advisory work, he performs trustee and executor duties for certain clients. American Financial & Tax Strategies provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, and business entities. The firm emphasizes comprehensive financial planning combined with discretionary portfolio management, typically using exchange-traded and mutual funds with a focus on institutional-class shares and tax-aware rebalancing.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

Aiylam Sankaran is a financial advisor at V2 Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at V2 Financial Group since 2018, following a nine-year tenure at Sagepoint Financial, Inc. V2 Financial Group provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $350 million in client assets. The firm employs an investment approach based on modern portfolio theory, combining long-term strategic allocations with tactical shifts informed by fundamental and technical research.

Steven Gitter is a financial advisor at PureVest with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he is president of Door Clipper Inc., a local advertising and coupon business. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm employs a tailored investment approach with a focus on client approval for all trades in non-discretionary accounts.

Christopher Dicostanzo is a financial advisor at Penbrook Management LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience in healthcare consulting and software management. Outside of advisory work, he is involved in consulting on patient engagement services through Dico Management, LLC, and manages golf league software via YGS Golf, LLC. Penbrook Management LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management and financial planning. The firm emphasizes fundamental and qualitative analysis, building portfolios concentrated in individual equities aimed at capital appreciation, supplemented by bonds and other instruments.

Barbara Chacour is a CFA® charterholder with 59 years of industry experience. She is a portfolio manager at Penbrook Management LLC and has been with the firm since 2010. She also works with Beech Hill Securities, Inc. since 2013. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides discretionary portfolio management and financial planning, focusing on fundamental and qualitative analysis to build portfolios concentrated in individual equities, supplemented by bonds and other instruments, with strategies tailored to client objectives.

David Grossman is a financial advisor with Kingsbridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Kingsbridge Advisors since 2004 and has been affiliated with Equitable Advisors and Axa Advisors since 1999. Outside of advisory roles, he is involved in an insurance brokerage business. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly or take custody of assets, focusing instead on manager selection and ongoing monitoring.

Alyssa Loughlin is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 credential. She has one year of experience in the industry and previously worked for nine years at Spark Foundry. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154.4 million in discretionary assets across about 364 client accounts and uses third-party model portfolios and a sub-adviser in its investment approach.

Luis Dacosta is a CFP® professional with 25 years of experience in the financial services industry and has been with LPL Financial since 2005. He is based in Caldwell, NJ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a family construction business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Alexander Fleiss is a Series 65-licensed financial advisor at Rebellion Research with 12 years of industry experience. He has been with Rebellion Research since 2005 and has served at Rebellion Research Advisors, LP since 2013. Outside of his advisory role, Fleiss is a manager of Rebellion Research Partners LP, a hedge fund. Rebellion Research Advisors, L.P. manages discretionary portfolios for approximately 75 clients, including both high-net-worth and non-HNW individuals, using a systematic, machine-learning-based investment process. The firm combines retail advisory services with hedge fund management, employing proprietary technology and risk-optimization techniques across its Global Equity and Absolute Return strategies.

Anthony Calabrese is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2005. He has engaged in various insurance-related business activities, including managing group health and non-variable insurance products. Outside of financial advising, he serves as president and coach of The Full Kourt Academy Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.