Roman Mordkovich is the sole advisor at Mordkovich Capital, LLC, an independent firm based in Westfield, NJ. He holds the CFA® designation and has 12 years of industry experience, having founded Mordkovich Capital in 2013. Mordkovich Capital serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios and employs both traditional and higher-risk trading strategies, including performance-based fee arrangements for qualified investors.

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Anand Narayan is the founder of Kenobi Wealth and holds a Series 65 credential with one year of experience in financial advising. Prior to establishing Kenobi Wealth, he worked at Teksana Inc for eight years and IT Trailblazers LLC for one year. Outside of his advisory role, Mr. Narayan is involved in educational activities, including hosting the "$10M Insider Podcast" and authoring the book *Exit By FORCE*. Kenobi Wealth provides comprehensive financial planning, investment management, tax planning, and insurance strategy primarily for individuals and families, with a focus on young families, first-generation wealth builders, and high-earning professionals. The firm uses a long-term, goal-based investment approach grounded in evidence-based allocation and behavioral finance, delivering services through a tiered, subscription-based model that includes both personal and business advisory elements.

Alex Jastrzab is the sole advisor at Attuned Wealth LLC, an independent registered investment adviser. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to founding Attuned Wealth in 2026, he worked at Fidelity National Information Services, Ampla Technologies, The Carlyle Group, and Macquarie Capital. Attuned Wealth LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning services. The firm uses model-portfolio-based investment management primarily implemented with low-cost ETFs and mutual funds, offering customization for tax management and values- or factor-based adjustments.

Adam Frank is a CFP® professional with six years of industry experience. He is the founder and sole advisor at Frank Finances LLC in New York, NY, where he has worked since 2019. Prior to that, he was self-employed and also worked at System Financial from 2016 to 2018. Outside of his advisory role, Mr. Frank provides financial coaching focused on budgeting and debt management. Frank Finances offers financial planning, investment management, educational seminars, and pension consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm emphasizes strategic asset allocation through proprietary model and custom portfolios, typically operating on a non-discretionary basis while also providing discretionary management options. It is notable for its small client base, non-discretionary assets under management, and its firm-led educational and pension consulting services.

Ryan Volpe is a CFA® charterholder with seven years of industry experience. He founded Volpe Investments LLC in 2025 after working at LPL Financial LLC, Edward Jones, Foresters Financial, and TIAA. Volpe Investments LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating various analytical techniques and supports both long- and short-term trading strategies, including the use of complex trading tools.

William Siuta is a financial advisor at S Financial Advisory LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at KKR & Co. Inc, Tudor Investment Corporation, Bridgewater Associates, and DataRails. S Financial Advisory is a state-registered investment adviser that serves individuals and high-net-worth clients with discretionary investment management and fiduciary guidance for retirement accounts. The firm employs a primarily long-term, fundamental, and top-down investment approach and utilizes unaffiliated third-party managers and private fund sponsors for portions of client assets.

Peter Culver is the managing member of IWM Advisors, LLC and holds Series 65 and Series 66 licenses, with 17 years of industry experience. He has worked at IWM Advisors since 2017 and currently manages Freedom Family Office, a multi-family office providing financial planning and family governance services to affluent clients. IWM Advisors serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities by offering financial planning and introducing clients to third-party money managers. The firm emphasizes fundamental analysis and modern portfolio theory, pursuing both long- and short-term investment strategies without exercising discretionary trading authority.

Dee Ann Fox is a Certified Financial Planner® based in New York, NY, with 28 years of experience in financial planning. She operates as the sole advisor at Dee-Ann R. Fox, CFP, providing individualized financial and investment planning services. Her firm offers fee-only financial planning and investment advice to individuals, couples, high-net-worth clients, and trusts, managing approximately $34.7 million in assets without imposing a minimum account size. The firm emphasizes asset allocation, diversification, tax efficiency, and low-cost investment options, using primarily fixed-fee, hourly, and retainer billing rather than percentage-of-assets fees.

Theodore Weisberg is the sole advisor at Seaport Asset Management, LLC in New York City, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been affiliated with Seaport Securities Corp. and Seaport Securities since 1980 and has operated his own business, T.P. Weisberg, since 1974. Weisberg also serves as CEO of Seaport Securities Corp. Seaport Asset Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm focuses on long-term, tax-efficient capital appreciation through a value-oriented equity strategy that combines fundamental and technical analysis, offering portfolios typically diversified across sectors with concentrated holdings.

Dimitry Nakhla is a financial advisor with Babylon Capital in Morganville, NJ. He holds a Series 65 designation and has eight years of industry experience. He has been with Babylon Capital since 2017 and has also been engaged in academic pursuits since 2016. Babylon Capital is an independent investment adviser serving individuals and high-net-worth clients with tailored portfolio management across various asset classes. The firm employs a quantitative, algorithm-driven stock selection process combined with fundamental, cyclical, technical, and charting analysis to identify undervalued, high-quality businesses for long-term holdings. It also publishes educational newsletters on topics such as business quality and behavioral finance.

Andrew Saraga is a financial advisor at Khelp Financial LLC in New York, NY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Securities and Suntrust Robinson Humphrey. Outside of his advisory role, he manages Calican, LLC, a container packaging business. Khelp Financial LLC provides advisory services focused exclusively on digital assets such as cryptocurrencies and tokens, serving individuals, corporations, pension and profit-sharing plans, trusts, and foundations. The firm employs a client-centric intake process to place clients into one of two model strategies and offers both discretionary and non-discretionary account management with regular performance reporting.

Daniel Khalilov is a Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at The True Prophets LLC and has worked at the NYC Office of the Actuary since 2016. The True Prophets LLC offers discretionary and model-based portfolio management, financial planning, consulting, and educational workshops to a diverse client base that includes institutional investors, sovereign wealth funds, and high-net-worth individuals. The firm employs a quantitative, automated investment approach featuring machine-learning models and market-timing strategies, including daily rebalancing and overnight trading algorithms.

Frederick Deyeso is a CFP® professional with 21 years of experience at Financial Filosophy, an independent advisory firm based in New York, NY. He has served as the sole advisor at the firm since its founding in 2005. Financial Filosophy is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with an emphasis on passive index funds and ETFs, typically managing assets on a non-discretionary basis with client approval required for trades.

Daniel Simmonds is the sole advisor at Beechnut Capital Management LLC, an independent firm based in New York, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 7 years of industry experience. Simmonds has been affiliated with Beechnut Capital Management in various forms since 2007. Beechnut Capital Management LLC provides ongoing portfolio management and personalized Investment Policy Statements primarily for individual and high-net-worth clients. The firm manages approximately $10 million across a small number of accounts, emphasizing non-discretionary advisory services and employing diverse analytical methods including charting, fundamental, technical, and modern portfolio theory.

Andrew Caraly is the sole advisor at Carsons Capital LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kleenpharm - Kleandaily and Intercarsons. Outside of advisory work, he is a partner in two real estate companies based in France, although he does not actively manage these investments. Carsons Capital LLC is a newly registered investment adviser focusing on discretionary and non-discretionary portfolio management for individual and high net worth clients. The firm employs a range of analytic approaches and investment strategies, including equities, options, derivatives, and ESG considerations, with individualized portfolio construction and ongoing monitoring.

Kimberly Chao is the principal of Zebra Crossing Asset Management LLC, an independent firm based in New York, NY. She holds the CFA® designation and has 11 years of industry experience. Since founding Zebra Crossing in 2014, she has focused on discretionary investment management, financial planning, and consulting. Zebra Crossing Asset Management serves individual and high-net-worth clients, managing approximately $26.1 million across a limited number of accounts. The firm combines fundamental, technical, and liquidity analysis in its investment process and offers formal financial education and workshop-style programming alongside advisory services.

Anthony Aulisa is a financial advisor with Wealthie Advisors LLC in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. He is also COO and co-founder of Wealthie Inc., a home equity investment startup. Wealthie Advisors, LLC is an independent SEC-registered adviser offering discretionary investment management services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a strategic, long-term investment approach focused on passive indexing and diversified allocations, primarily using low-cost ETFs and index mutual funds.

Robert Wander is a financial advisor with Wander Financial Services, LLC, holding CFP® and Series 63 designations and five years of industry experience. He has been associated with Wander Financial Services since 1999 and Purshe Kaplan Sterling since 2010. In addition to his advisory role, he provides employee benefits consulting to small businesses. Wander Financial Services advises individual clients, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm employs a fundamental, longer-term investment approach and offers services such as financial planning, asset management through model portfolios and third-party managers, and pension consulting.

Gregg Farrauto is the principal of Farrauto Wealth Management, Inc., an independent advisory firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including previous roles at Cambridge Investment Research Advisors and SSN Advisory Inc. Outside of his advisory work, he provides coaching and consulting on entrepreneurial matters in addition to his financial planning services. Farrauto Wealth Management serves individuals, high-net-worth families, business owners, and institutional clients by offering financial planning and portfolio management. The firm employs a combination of model-portfolio allocation and multiple analytical approaches, providing both discretionary and non-discretionary management along with various fee arrangements, including consulting subscription fees.