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.

John Perrone is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Brixton Capital since 2017 and previously spent time at Northeast Securities, Inc. and Katalyst LLC. Perrone is a part-owner of Good News Investors LLC, a non-investment business. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing over $212 million for approximately 819 clients through a four-advisor team. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental and technical analysis, modern portfolio theory, and derivatives strategies as part of its investment approach.

Syed Haider is a financial advisor at VinsonCap Wealth Advisors LLC with Series 63 and Series 65 licenses and one year of industry experience. He has been associated with VinsonCap entities since 2015 and serves as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors LLC provides portfolio management and advisory services primarily to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach focused on diversification, consistency, and tax considerations, offering a range of investment options including mutual funds, individual equities, fixed-income instruments, and non-U.S. securities.

Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.

Mark Guastaferri is a financial advisor at Origin Wealth Advisers with eight years of industry experience. He holds a Series 65 credential and has worked at several firms, including Wealth Enhancement Advisory Services and Sentinel Solutions. Guastaferri spent a year in extended travel before joining Origin Wealth Advisers, where he has been since 2018. Origin Wealth Advisers serves individual and high-net-worth clients, small businesses, trusts, and retirement accounts, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes tailored investment policies, disciplined manager selection, and incorporates employer equity compensation and small-business planning into its advice.

Simon Bennaim is a financial advisor at Zorea Capital LP with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Kize Capital LP and Axa XL, as well as a period of full-time education. He also provides consulting services to other unaffiliated investment managers on a limited basis. Zorea Capital LP offers discretionary and non-discretionary portfolio management and investment advice primarily to individual and family clients, managing approximately $50 million. The firm employs a fundamental, research-intensive, long-term, value-oriented approach focused on a concentrated portfolio of core holdings, utilizing leverage, derivatives, and limited short positions for risk management.

Paul Ayala is a financial advisor at Garrison Bradford & Associates Inc with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he is a partial owner of ForBuy Auto Inc, a business involved in buying and selling automobiles. Garrison Bradford & Associates is an SEC-registered investment adviser that manages discretionary, separate accounts for individuals, tax-exempt entities, and investment partnerships. The firm emphasizes long-term, fundamentally driven growth investing and tailors portfolios to client objectives while managing risk through diversification.

Isaac Richard III is a financial advisor at Mavros Capital Management, LLC, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at JP Morgan, Morgan Stanley, Merrill Lynch, and Finalis Securities. He is also involved in family office advisory through Mavros Capital, where he leads strategic direction. Mavros Capital Management provides discretionary and non-discretionary portfolio management primarily to single-family offices, ultra-high-net-worth individuals, and entities such as trusts and foundations. The firm customizes advice through formal Investment Policy Statements, integrating illiquid holdings and conducting due diligence on private fund managers while offering a dedicated Family Office Services offering and consolidated reporting on assets.

Mahatir Sikder is a financial advisor at Matrix Private Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Matrix Private Wealth Management since 2015. Matrix Private Wealth Management serves individual clients, including high-net-worth individuals, charitable organizations, and businesses by providing discretionary and non-discretionary portfolio management, model portfolio placement, and referrals to third-party money managers. The firm advises primarily on mutual funds and ETFs, customizing allocations based on clients’ objectives and risk tolerance, and employs a range of investment methods including technical and fundamental analysis as well as Modern Portfolio Theory.

Carlos Batista Gutierrez is a financial advisor at Valley Financial Management, Inc. in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at Neuberger Berman for four years and has held roles at Fidelity Investments, Bank of America, Merrill, JPMorgan Chase Bank, and other firms. Valley Financial Management operates under the Valley Digital Investor platform, providing discretionary portfolio management and automated ETF model implementation to individual and high-net-worth clients through an online interface. The firm’s portfolios are based on client profiles and are periodically rebalanced, with clients maintaining an electronic relationship and accounts through Valley National Bank.

Xiaoyu Li is a financial advisor at Next GEN Advisors, LLC with four years of industry experience. Prior to joining Next GEN Advisors, Li worked at Meiwu Technology Company Limited and Superior Trading Ltd. He holds Series 63 and Series 65 licenses. Li is also involved with Cathay Securities Inc., a FINRA-member broker-dealer affiliated with his firm. Next GEN Advisors primarily serves high-net-worth individuals, trusts, small businesses, and pension or profit-sharing plans by providing asset management, financial planning, and consulting services. The firm uses a combination of fundamental and technical investment methods and is notable for its affiliation with Cathay Securities, which allows its advisors to offer both advisory services and commissionable brokerage.

Connor Garry is a financial advisor with Stephen J. Garry & Associates, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stephen J. Garry & Associates since 2022. Prior to his advisory career, he held various roles including positions at the University of South Carolina and involvement in a Catholic youth basketball league. 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, typically using low-cost mutual funds and ETFs alongside individual securities, with an investment process focused on fundamental analysis, customized asset allocation, and long-term portfolio monitoring.

Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.

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 with 4 years of industry experience, currently affiliated with 9D Capital LLC. He holds the Series 63 and Series 65 designations and has worked at several firms, including North Pillar Capital LLC and 5D Partners, LLC. Outside of advisory work, Blagyy is involved as a managing member and strategic marketing consultant for Strategic Nexus LLC and serves as a creative director for Twelve Fourteen LLC. 9D Capital LLC provides discretionary portfolio management, financial planning, and family-office and business consulting to individuals, pension plans, corporations, and other entities. The firm manages approximately $10.6 million and focuses on individualized client relationships through fundamental investment analysis and tailored portfolio management.

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.

Jens Nordvig is a financial advisor at Vanda Research Corp in New York, NY, holding Series 65 and Series 63 licenses. He has one year of experience at Vanda Research Corp and previously spent nine years at Exante Data, Inc. Vanda Research Corp provides investment research and data services to institutional clients such as investment banks and asset managers. The firm focuses on tactical risk advising through macroeconomic investment themes using cross-asset analysis and quantitative methods, offering subscription reports, customized research, and proprietary data.

Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.