Andrea Zilli is a CFA® charterholder and holds the Series 66 license with 11 years of industry experience. He has worked at firms including Merrill Lynch and Kore Private Wealth, and is the founder and CIO of AZ Partners, an advisory and consulting firm for asset management entities. He has been with SFI Advisors, LLC since 2025 and concurrently involved with AZ Partners since 2023. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, corporate retirement plan consulting, and family office services. The firm implements tailored portfolios using approaches such as modern portfolio theory and long-term purchase strategies.

Darnel Bain is a financial advisor at Passive Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Passive Management, he worked at Prospective Professional Services, Samsung/Mosaic, and Sprint. Passive Management LLC provides discretionary portfolio management and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and pension or profit-sharing plans. The firm uses a combination of quantitative, fundamental, technical, cyclical, and economic analysis to guide its investment decisions and employs borrowing and derivative strategies when requested by clients.

Suzanne Bottoms is a financial advisor with Firebrand Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at DHR Investment Counsel, Ltd., Royal Alliance Associates, INC., SII, and SEIA. She is licensed as an insurance agent in Virginia but is not actively engaged in insurance sales. Firebrand Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, employer-sponsored retirement plans, and charitable or corporate entities. The firm emphasizes passive portfolio construction augmented by fundamental analysis and offers a range of services including tailored financial plans, held-away account advice, and coordinated tax preparation support.

Liam Dalton is a financial advisor at Axiom Investment Management LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Capital Management, Inc. since 1990. Outside of his advisory role, he serves as president of Dalstar Corporation, an investment consulting business. Axiom Investment Management provides discretionary asset-allocation and portfolio management services primarily to high-net-worth individuals, pension and retirement plans, trusts, and other institutional clients. The firm offers multiple advisory product structures and 3(38) manager services, with an affiliation to an in-house broker-dealer and involvement in pooled investment vehicles.

Amit Bose is a financial advisor at Wealthnest Capital Inc. with 28 years of industry experience. He previously worked at Western International Securities, Inc. for eight years. Outside of his advisory role, he serves as president of Synergy Global Group Inc., a management consulting firm specializing in new products and services. Wealthnest Capital Inc. serves individual and high-net-worth clients with tailored financial planning and both discretionary and non-discretionary portfolio management. The firm employs multiple analytical approaches and diversified investment strategies, including options and derivatives, and manages approximately $27 million across fewer than 100 client relationships.

Yuanhao Feng is a financial advisor at Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has professional experience working at Quantel AI Inc. as well as academic roles at Rutgers Business School and the University of Oregon. Quantel provides investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app, offering investment research, non-discretionary advice, and discretionary management. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to construct portfolios aligned with client risk profiles.

Ayelet Kindler is a CFP® professional with 26 years of industry experience, currently serving at Valley Financial Management, Inc. She has held roles at Valley Wealth Managers, Inc., Valley National Bank, and Leumi Investment Services Inc. Throughout her career, she has worked extensively in the New York, NY area. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through a fully electronic system. The firm uses algorithm-driven model ETF portfolios tailored to client profiles, with automatic implementation and periodic rebalancing.

Eliyahu Engelman is a financial advisor with Valley Financial Management, Inc. based in New York, NY. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Valley Wealth Managers, Valley National Bank, and Leumi Investment Services Inc. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that provides discretionary portfolio management and automated implementation of model ETF portfolios. The firm’s advice is based on client information and offers a range of target portfolios that are automatically managed and periodically rebalanced.

Mason Stark is a financial advisor at The Healy Group LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wilshire Phoenix and Ballast Capital Management. The Healy Group LLC is a state-registered investment adviser offering individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing.

Clement Ballas is a financial advisor at Turtle Bay Group, Inc. in New York, NY, holding a Series 65 designation with 14 years of industry experience. He has been with Turtle Bay Group since 2010. Outside of his advisory role, he serves as treasurer of Edgar Dobie, Inc., a private consulting firm in the entertainment industry. Turtle Bay Group primarily serves high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides consulting and non-advisory family office services and acts mainly as a solicitor/referrer to a third-party registered investment adviser for portfolio management.

Kaushal Majmudar is a financial advisor at Ridgewood Investments with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ridgewood Investments since 2002 and at Global Asset Services, Inc. since 2020, where he serves as CEO. Majmudar is also president of a private investment and holding company and holds ownership interests in several private funds and businesses, including a foreign adviser fund based in Mauritius and a roofing company. Ridgewood Investments offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a fundamental analysis-driven, long-term investment approach with strategies such as dividend-growth and value investing, and manages multiple private pooled investment vehicles alongside traditional assets.

John Kelly is a Series 63 licensed financial advisor at Radix Organization, Inc. in New York, NY, with 5 years of industry experience. He 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 combination of fundamental, technical, charting, and cyclical analysis across both long- and short-term trading strategies, managing about $200 million for roughly 90 clients.

Michael Bernstein is a CFP® professional with three years of industry experience. He is currently with Lionshead Wealth Management, LLC and previously worked at Noble Financial Group, Equinox, Investor Solutions, Brightscape Investors, and the University of Miami. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm offers customized portfolios aligned with client objectives and risk tolerance, employing model portfolios and strategies such as Modern Portfolio Theory and tax-loss harvesting.

Giuseppe Roveccio is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is currently the sole advisor at G & R Financial Solutions LLC, where he has worked since 2024. Prior to this, he spent seven years at Stawnychy Financial Services, Inc. and one year at Regal Investment Advisors, LLC. Roveccio is also a licensed insurance agent involved in the sale of various insurance products. G & R Financial Solutions LLC provides discretionary and non-discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes tailored advice based on clients’ objectives, risk tolerance, and time horizon, employing a blend of asset allocation, dollar-cost averaging, technical analysis, and trading techniques with a focus on tax awareness and regular account reviews.

Daniel O'Donnell is a CFA® charterholder and Series 65 licensed advisor with 15 years of industry experience. He has been with Xpotential Inc. since 1999. Outside of his advisory role, he serves as an independent director on the board of Informetric Systems Inc., a software company focused on manufacturing automation. Xpotential Inc. provides discretionary portfolio management to individuals, trusts, foundations, small businesses, pensions, and other institutions. The firm uses globally diversified portfolios with low-cost index funds and ETFs, applying both strategic asset allocation and tactical overlays to manage risk and liquidity according to client objectives.

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.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

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.

Patrick Ceccacci is a financial advisor at Prosperiant Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. His experience includes roles at Laidlaw Wealth Management prior to joining Prosperiant in 2023. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on long-term trading guided by cyclical and fundamental analysis. The firm manages approximately $50 million across about 47 clients and emphasizes customized investment policy statements and ongoing portfolio monitoring.