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® certificant with eight years of industry experience, currently advising at Taurus Financial in Jersey City, NJ. Her prior work includes roles at Goldman Sachs Group and LPL Financial. She is co-founder of Taurus Solution Inc, an accounting and tax preparation firm. Taurus Financial serves individual and institutional clients, managing approximately $162 million across 90 relationships. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and quantitative analysis alongside diverse investment strategies.

Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.

Maria Garyfallos is a financial advisor at Tepp Wealth Management with a Series 65 credential and three years of industry experience. She has worked at Tepp Wealth Management since 2018 and previously spent 23 years at Pantagis Renaissance. Tepp Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans and corporate clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $146 million in assets, utilizing firm-developed model portfolios and a range of investment strategies.

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.

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.

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.

John Papa is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management and has been involved with Advanced Planning Strategies, doing business as Diversified Planning Strategies, since 1988. Outside of advisory roles, he is president of 1st Tee Investment Group LLC, a commercial building owner and manager. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $98 million across three advisors and employs a model portfolio approach through third-party sub-advisers and multiple external model providers.

Thomas Moore is a CFA® charterholder with 31 years of experience in the financial industry. He has worked at Clemensen Capital Company LLC since 2021 and has been associated with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm employs a client-specific investment process, including the use of derivatives in separately managed accounts, and manages a concentrated client base with customized portfolio oversight.

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, holding a Series 65 designation with three years of industry experience. He has also worked at Montclair State University since 2016. Outside of his advisory role, he is a partner and member of Realty Management Advisors, LLC and Sterling Adams, LLC, both property management and real estate ownership companies. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis across various asset classes and may allocate assets to unaffiliated independent managers while typically recommending Charles Schwab for custody and clearing.

Harvey Kraus is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He holds a Series 65 designation and has been a principal and managing partner at Walnut since 2001. In addition to his advisory work, he has maintained an accounting and tax preparation practice since 1980. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm’s approach emphasizes fundamental securities analysis and asset allocation, with a focus on long-term holdings supported by regular account monitoring and use of third-party research.

Assunta Mc Lane is a CFP® professional with three years of industry experience. She is currently with Summit Place Financial Advisors, LLC and previously worked at Glenmede Trust Company. Summit Place Financial Advisors, LLC provides discretionary, fee-only investment advisory services and financial planning to individuals and high net worth individuals. The firm manages portfolios primarily with individual equities and fixed income, employs both long- and short-term purchase strategies, and includes financial planning and consulting within its advisory fee.

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.

Anna Christakos is a financial advisor at Westfield Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has a longstanding career that includes ownership of Christakos & Co., PC, a CPA firm specializing in tax preparation, accounting, and bookkeeping since 1988. She is also active in real estate sales as an associate with Century 21. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm employs tailored asset allocations and a combination of fundamental, cyclical, and technical analysis, emphasizing long-term strategies while maintaining flexibility for short-term trading when appropriate.

Andrew Christakos is a financial advisor at Westfield Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has operated Christakos Financial Group DBA Marketing since 2015 and Christakos & Co., PC since 2010. Christakos & Co. is an accounting firm affiliated with his advisory work. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm employs fundamental, cyclical, and technical analysis to develop tailored asset allocations and typically emphasizes long-term strategies while retaining flexibility for short-term trading and options.

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.

Daniel Joyce is a financial advisor at WestPark Capital, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at SCF Investment Advisors, INC., SCF Securities, Inc., and Linsco/Private Ledger Corp. Outside of his advisory role, he occasionally places fixed life and health insurance products as an independent broker. WestPark Capital, Inc. provides financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm offers customized advisory services and implements portfolios directly or through selected third-party managers based on client objectives and risk tolerance.