Daniel Sullivan is a Series 65-licensed financial advisor with 46 years of experience at Shearman, Ralston Inc. in Greenwich, CT, where he has worked since 1980. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm offers tailored portfolio management using a mix of fundamental, technical, and charting analysis across various instruments, managing a substantial majority of assets on a non-discretionary basis.

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.

George Allen is a financial advisor at G.B. Allen Associates, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1987. In addition to his advisory role, Allen is president and managing partner of an affiliated CPA firm, GB Allen, Castro & Associates. G.B. Allen Associates serves individuals, trusts, estates, and business entities, managing approximately $99.5 million across about 25 client relationships. The firm provides discretionary investment management and financial planning with customized portfolios, and is affiliated with a CPA practice that offers tax and accounting services under separate agreements.

Brianna Melahn is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with Prism Planning and Solutions Group and has previously worked at Insight Advisors, LLC and Morgan Stanley. Outside of finance, she is the administrator of a laundromat business. Prism Planning and Solutions Group is a supported investment adviser that offers financial planning, coaching, consulting, estate-planning document services, investment advice, and wealth management. The firm serves individual and high-net-worth clients through a structured planning process and utilizes diversified, low-cost core portfolios with discretionary investment management.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Heydorn Stone, he gained experience at the Charles Schwab Foundation Personal Financial Planning Clinic and several other organizations. Heydorn Stone Capital Management is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, and charitable and corporate organizations. The firm employs a client-centered process focused on asset allocation diversification across multiple model portfolios ranging from all equity to capital preservation.

John Hamilton is a financial advisor at Hamilton Advisors Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Hamilton Advisors since 1989. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation while seeking reasonable returns and uses documented Investment Policy Statements tailored to client goals.

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.

Deborah Hamilton is a financial advisor with Hamilton Advisors Inc in Greenwich, CT, holding 43 years of industry experience. She has been with Hamilton Advisors since 1980. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation and reasonable returns, using a range of securities and strategies including options and short sales, while formally documenting client objectives in Investment Policy Statements.

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.

Harry Mamaysky is a financial advisor at QuantStreet Capital with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at EBH Capital Management LLC. Mamaysky has also been affiliated with Columbia Business School since 2015. QuantStreet Capital is a small registered investment adviser specializing in discretionary investment management, financial planning, and consulting for individuals, trusts, retirement plans, businesses, and charitable organizations. The firm employs a quantitative asset-allocation approach using a proprietary machine-learning model combined with discretionary human oversight, offering multiple risk-targeted strategies and model portfolios.

Daniel Cantor is a CFA® charterholder with four years of industry experience. He is currently with CK Advisors, LLC, where he has worked since 2006. CK Advisors provides investment supervisory services to high-net-worth individuals, families, related entities, and select institutional clients. The firm employs a bottom-up, value-oriented investment approach focused on fundamental analysis and long-term holdings, managing portfolios that typically emphasize individual equities alongside bonds, mutual funds, and ETFs.

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.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.