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.

Constantinos Athanailos is a financial advisor at Hurley Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Capital, he worked at Ernst & Young and held academic positions at St. John's University and SUNY University at Albany. Hurley Capital provides discretionary investment management and limited financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a macro-oriented, fundamental, value-focused investment process that incorporates the use of options and other derivatives across various asset classes.

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.

James Caulfield is a financial advisor with Shamrock Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Shamrock Financial Services since 2009 and spent eight years at Taylor Capital Management prior to that. Caulfield is also an insurance agent, dedicating approximately half of his time to offering insurance products to clients. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management centered on ETF-based model portfolios. The firm emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing, utilizing third-party sub-advisory platforms while maintaining fiduciary oversight.

Jens Nordvig is a financial advisor at Vanda Research Corp with Series 63 and Series 65 designations. He has one year of experience at Vanda Research and previously worked for nine years at Exante Data, Inc. Vanda Research Corp provides investment research and data services to institutional clients, focusing on tactical macroeconomic risk advising through cross-asset analysis and quantitative methods. The firm serves investment banks, multi-product asset managers, and other advisers primarily via subscription reports, customized projects, and direct analyst access.

John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.

Gaurav Adhikari is a financial advisor at Markin Asset Management, LP with eight years of industry experience. He holds a Series 65 designation and previously worked at Payne Capital Management for ten years. Markin Asset Management is an SEC-registered adviser that provides discretionary investment management to private pooled funds, separately managed accounts, and serves as a sub-advisor to other advisers. The firm employs proprietary multi-asset quantitative models incorporating artificial intelligence and machine-learning techniques to construct portfolios for individuals, trusts, endowments, and family offices.

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 at Stash Wealth, LLC with 14 years at the firm and a total of 10 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill for two years. Stash Wealth, LLC serves individual clients, focusing on high-earning professionals, and offers a multi-step financial planning process along with optional ongoing investment management. The firm’s approach centers on passive asset allocation based on Modern Portfolio Theory, supplemented by active positions and tax-loss harvesting, and emphasizes client education through various outreach channels.

James Suazo is a ChFC® credentialed advisor at Baron Financial Group LLC with five years of industry experience. He has been with Baron Financial Group since 2016. Baron Financial Group provides investment supervisory services and financial planning for individual and high-net-worth clients, pension plans, and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

James Pacilio Jr is a financial advisor at Kingsbridge Advisors, LLC with 51 years of industry experience. He holds a Series 63 designation and has worked at Kingsbridge Advisors and related firms since 2000, with prior experience at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as president of North Hill Gang, LLC, a hunting club. 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 but evaluates and monitors external managers on clients' behalf.

Arunava Das is a financial advisor at InCred Wealth Inc. in New York, NY, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked at JM Financial Securities Inc. from 2015 to 2026 before joining the InCred group of companies in 2026. InCred Wealth Inc. provides investment advisory and consulting services to a diverse client base including high net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes fundamental analysis and diversification, typically managing portfolios with a long-term approach while allowing shorter-term trades when appropriate.

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 at Valley Financial Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Valley National Bank since 2016 and has been with Valley Financial Management and its affiliate Valley Wealth Managers since 2022 and 2023, respectively. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that automates ETF model portfolio implementation and rebalancing. The firm requires clients to open accounts with Valley National Bank and conduct all interactions electronically.

Wilder Harvard is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Poxono Capital and has held prior roles at firms including Alliance Bernstein, BlackRock Investments, Vernier Capital Partners, Morgan Stanley, and Banc of America Securities. He is 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, combining multiple analysis methods and a broad range of investment strategies. The firm also manages a privately organized pooled investment vehicle with performance-based compensation, alongside tailored client portfolio management.

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 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.