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.

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.

Arunava Das is a financial advisor at InCred Wealth Inc. based in New York, NY, holding Series 66 and Series 63 registrations with 11 years of industry experience. He previously worked at JM Financial Securities Inc. for 11 years before joining InCred Wealth Inc. and affiliated entities in 2026. InCred Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high net-worth individuals and institutional investors. The firm emphasizes a long-term investment approach with fundamental analysis and diversification across various asset types, operating within a group structure that includes international affiliates and alternative private funds.

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 with Valley Financial Management, Inc. in New York, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Valley Financial Management since 2022 and also has experience at Valley Wealth Managers, Inc. and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform. The firm serves individual and high-net-worth clients who maintain accounts with Valley National Bank and offers target portfolios tailored to client profiles that are automatically managed and periodically rebalanced.

Stephen Jahelka is a CFA® charterholder with four years of industry experience. He has worked at DSJ Wealth Management LLC since 2022 and has been involved with Demasco Sena & Jahelka since 2019. Prior to that, he spent three years at KPMG. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm allocates client assets to independent third-party investment managers and offers tailored advice using fundamental, technical, and cyclical analysis.

Stephen Garry is a CFP® and ChFC® with 35 years of industry experience. He is the principal of Stephen J. Garry & Associates, LLC, where he has worked since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. Garry is also involved in insurance and annuity sales through several agencies. 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, focusing on fundamental analysis, customized asset allocation, and primarily long-term portfolio management using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Poxono Capital. His prior roles include positions at Alliance Bernstein, BlackRock Investments, Vernier Capital Partners, Morgan Stanley, and Banc Of America Securities. He is also 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, offering tailored portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and serves as adviser and manager/general partner to a privately organized pooled investment vehicle, which includes performance-based compensation structures and specific compliance measures.

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.

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 financial advisor at GreenPortfolio Inc. in New York, NY, holding a Series 65 credential with two years of industry experience. Her prior work includes roles at Pirque Ventures between 2017 and 2021. GreenPortfolio serves individual and high-net-worth clients by providing complimentary, web-based climate scoring of publicly traded securities and recommending third-party investment advisers through a software-driven platform. The firm operates exclusively online and emphasizes climate-related metrics rather than financial performance or direct asset management.

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.

Brianna Melahn is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with Prism Planning and Solutions Group and previously worked at Insight Advisors, LLC and Morgan Stanley. Outside of her financial advisory role, she serves as the administrator of a laundromat business. Prism Planning and Solutions Group is a newly formed, supported investment adviser offering a range of financial planning and wealth management services. The firm follows a structured planning process and emphasizes diversified, low-cost portfolios with periodic review and 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 Series 65-registered advisor at Blue Spark Capital Advisors with 10 years of industry experience. She has worked at Blue Spark Capital Advisors since 2011 and previously spent one year at Apella Wealth. Blue Spark Capital Advisors serves individual clients and families, focusing on women undergoing life transitions such as divorce, the death of a spouse or parent, retirement, or job change. The firm offers discretionary investment management combined with comprehensive financial planning, using an institutional, liability-driven investing approach tailored to clients’ time horizons and cash-flow needs.

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.