Peter Gallagher is a financial advisor with Unified Retirement Planning Group in Briarcliff Manor, NY. He holds the ChFC® designation as well as Series 63 and 65 licenses and has 31 years of industry experience. His work history includes multiple tenures at Unified Retirement Planning Group and Commonwealth Financial Network. He spends a small portion of his time involved in fixed insurance sales. Unified Retirement Planning Group provides retirement-focused financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and economic analysis alongside strategic asset allocation and long-term investment strategies, and it sponsors a wrap-fee program that bundles management and administrative services into a single fee.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

Craig Cloud is a financial advisor with Apogee Tactical in Stamford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been associated with Apogee Trading, LLC since 2014. Apogee Trading, LLC provides portfolio management services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm employs a combination of charting, fundamental, technical, and quantitative analysis alongside active trading strategies across a broad range of asset classes.

Douglas Perkins is the principal of Divergence Capital Management, an independent firm based in Greenwich, CT. He holds Series 66 and Series 63 licenses and has 30 years of industry experience. Prior to founding Divergence Capital Management in 2007, Perkins worked at firms including March Capital Corp, Old City Securities, and Avantax Advisory Services. Divergence Capital Management provides discretionary portfolio management primarily to individual clients, focusing on a stock-selection investment strategy informed by top-down macroeconomic analysis and company-specific fundamental research. The firm constructs concentrated, customized portfolios that may include a range of asset types such as equities, funds, debt instruments, commodities, and currencies.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Salo Aizenberg is a financial advisor at Downtown Investment Advisory with four years of industry experience. He holds a Series 65 designation and has been associated with Maytal Asset Management LLC since 2013. Downtown Investment Advisory is an independent SEC-registered firm managing approximately $125 million in discretionary accounts for individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on customized fixed-income portfolios with individually selected bonds and income-producing securities, alongside equity index ETFs, applying fundamental, technical, and credit analysis to support long-term growth, income, and capital preservation.

David Kelly is a CFA® charterholder with 28 years of experience in the financial industry. He is the principal advisor at Three Lakes Advisors, Inc., an independent firm he has been with since 1996. Since 2015, he has also served as an independent trustee of the Abacus FCF ETF Trust. Three Lakes Advisors provides discretionary and nondiscretionary investment management primarily for individual clients, including high-net-worth individuals, as well as small businesses and charitable organizations. The firm combines technical charting with fundamental analysis to implement long- and short-term investment strategies and maintains ongoing client account reviews.

Arthur Norton is the managing director of Araglan Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Private Client Services, LLC and Business and Financial Services Incorporated. Norton has served as an elected member of the Board of Estimate and Taxation in Greenwich, CT, where he holds leadership positions on the Audit and Investment Advisory Committees. Araglan Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and trusts. The firm employs fundamental analysis combined with long-term, short-term, and trading strategies, including the use of options, margin borrowing, and short sales in separately managed accounts.

Richard Blonstein is a CFP® professional with 19 years of industry experience and over 25 years as a CPA. He is the sole advisor at Broad Wealth Management, Inc., an independent firm based in Rye, NY. In addition to his advisory work, he is involved in tax compliance and financial planning through his accounting practice. Broad Wealth Management, Inc. provides personalized financial planning and investment counseling for high-net-worth individuals, trusts, estates, and businesses. The firm uses a counseling-oriented approach without discretionary trading authority, integrating tax and accounting expertise into its services.

William Ferdinand is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at The WF Group, LLC since 2012, an independent firm based in Greenwich, CT. The WF Group primarily serves high-net-worth individuals, offering personalized portfolio management and discretionary investment advice. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long-term, short-term, trading, and option-writing to construct customized portfolios aligned with client objectives.

Joseph Pellegrino is the sole advisor at P-Squared Capital Management in Greenwich, CT, with 22 years of industry experience. He holds the CFA® designation and has managed P-Square Investments LLC since 2002. P-Squared Capital Management is an independent, single-advisor firm providing discretionary portfolio management for individual and family clients. The firm employs a combination of top-down and bottom-up analysis, using fundamental, technical, and quantitative methods to construct diversified portfolios across equities, alternative investments, and fixed income.

Georg Wells is a CFP® and CFA® with six years of industry experience. He is currently the sole advisor at Growe Capital Advisors, LLC in New Canaan, CT. His prior experience includes roles at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and TP ICAP. Growe Capital Advisors provides financial planning, discretionary investment, and wealth management services, primarily serving high-net-worth families and family offices. The firm employs a goals-based, tax-aware approach using independent third-party managers and exchange-traded funds, with a focus on separately managed accounts and tactical strategies.

John Evans is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Hudson Capital Management Inc. He has worked at Leigh Baldwin & Co., LLC since 2016. Outside of advising, he works seasonally as a tax preparer and provides financial planning services including Medicare planning, long-term care, 401(k) plans, and life insurance. Hudson Capital Management Inc. is an independent registered investment adviser serving individual clients, small businesses, charitable organizations, and retirement plans. The firm offers fee-based financial planning, portfolio management, and qualified plan consulting, primarily managing client accounts on a non-discretionary basis.

Jesica Michelle Murature Stordiau is a financial advisor at Nexgen Investments LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Adcap Securities, United Brokers, and United Maritime Capital, LLC. Nexgen Investments LLC provides portfolio management services to individuals, high-net-worth clients, and corporate/business entities, utilizing a range of investment vehicles and strategies that include fundamental and technical analysis, options, margin, and short sales. The firm serves a significant non-U.S. client base and offers both performance-based and asset-based fee structures, distinguishing itself among independent advisory firms.

Danyal Ozizmir is the sole advisor at Little Point Capital, LLC, an independent firm based in Riverside, CT. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including over a decade leading Little Point Capital since 2010. Little Point Capital is a fee-based investment adviser serving primarily high-net-worth individuals with discretionary portfolio management. The firm emphasizes market and technical analysis combined with credit-level research, managing a small, concentrated client base through client-selected custodians while recommending a major broker-dealer for trade execution and reporting.

David Lewis is a financial advisor at Velbridge Wealth Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including MML Investors Services LLC, Northwestern Mutual, Prudential, and Allstate. Outside of his financial advisory role, Lewis owns Mogul Protection Agency LLC, a private investigation and security firm, and serves as Director of Registration at the Church of Scientology in New York City. Velbridge Wealth Advisors LLC offers investment management, financial planning, consulting, and pension services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a long-term, customized investment approach based on fundamental analysis and asset allocation, with ongoing account reviews and discretionary management available when authorized.

Patrick Hsu is the sole advisor at Hawkeye Investment Management LLC in Demarest, NJ, holding Series 65 and Series 66 licenses with 14 years of industry experience. He has managed Hawkeye since 2011. Outside of investment management, Hsu works as a licensed New Jersey REALTOR. Hawkeye Investment Management provides discretionary investment management primarily to individuals, families, trusts, and small-business retirement plans, focusing on larger or qualified investor accounts. The firm employs a discount capture strategy in closed-end funds, utilizing both hedged long/short and long-only approaches, with portfolio management supported by Morningstar data and Insider Score institutional ownership information.

Albert Sebastian is a CFA® charterholder with 15 years of industry experience. He has been the principal advisor at Prospect Advisors, LLC since 2008. Prospect Advisors provides discretionary portfolio management and tailored investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental analysis with a range of strategies, including equities, derivatives, and alternative investments, and also offers investment research and model-portfolio services to other registered investment advisers and hedge fund managers.

Jeffrey Weintraub is the principal and sole advisor at Dr. Jeff Finance, LLC, an independent firm based in Rye Brook, NY. He holds the CFP® designation and a Series 65 license, with nine years of experience advising clients. Prior to founding his firm, Dr. Weintraub worked as an emergency physician at Norwalk Hospital and continues to practice part-time at Greenwich Hospital. He also prepares personal income tax returns for clients and participates in the IRS Annual Filing Season Program. Dr. Jeff Finance, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, and businesses. The firm integrates tax preparation and insurance assistance with a long-term investment approach that combines passive allocations and various analytical methods, offering socially responsible investing options and a holistic focus on wealth and health.

Prem Hira is the principal and sole advisor at Investry, LLC, an independent registered investment advisory firm. He holds a Series 65 designation and has five years of industry experience. Prior to founding Investry in 2020, he was involved with Hira Investments, LLC, a family-managed private investment fund, where he performs administrative duties outside of trading hours. Investry, LLC manages approximately $9.63 million in discretionary assets for a small client base, offering portfolio management, financial planning, and tax preparation services. The firm generally employs a passive investment strategy using index funds and ETFs, with the option for socially responsible investing based on client preferences.