Alfred Fortunato is the principal of Allegory Advisory, an independent advisory firm based in New York, NY. He holds a Series 65 designation and has 12 years of industry experience. Prior to founding Allegory Advisory, he held senior roles at Ernst & Young and Arthur Andersen. Allegory Advisory provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, managing approximately $34.6 million in assets across about 30 clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing asset allocation, low-cost diversified funds, tax-aware asset location, and quantitative metrics in portfolio construction.

I have over 20 years of experience in how financial markets work …and sometimes fail. I recognized a need for personalized and unbiased advice for the average person’s financial planning and investment decisions that does not require an ongoing obligation, unless the client so chooses. That’s why I have built a firm that does not sell any products other than my advice and makes sure that you always know how much you are paying and what you are getting in return. I have made some atypical choices in starting Grand Central Financial Planning with the goal of providing clients a high level of service at a reasonable price. In addition to being an Advice-Only Financial Planner, in my spare time I am the founder of the non-profit Long Island City Youth Sports League (LICYSL.org) and write the local blog in Long Island City, LICtalk. For more details on my work experience check out my LinkedIn profile.

Marianna Beddard is a financial advisor at The Playbook Advizor with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Marianna is also registered as an insurance agent but does not actively sell insurance. The Playbook Advizor provides discretionary and non-discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and qualified retirement plans. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis tailored to each client’s goals and risk tolerance, with regular account reviews for allocation, rebalancing, and tax-loss harvesting.

Joseph Guterding is the sole advisor at The Compounding Co, an independent advisory firm based in Baldwin, NY. He holds a Series 65 designation and has been with the firm since its founding in 2026. Prior to this role, he has experience in healthcare and education sectors, including positions at New York Home Health Care and St. John's University. The Compounding Co primarily serves individual clients, focusing on young professionals in the early stages of wealth building. The firm offers comprehensive financial planning, optional ongoing advisory membership, and financial education through seminars and workshops, emphasizing long-term diversified investing and non-discretionary planning.

Illya Nayshevskyy is a Series 65 licensed financial advisor with five years of industry experience. He is the sole advisor at Alpha Inertia Capital, an independent investment advisory firm based in New York, NY. Prior to founding Alpha Inertia Capital, Illya held roles at People Data Labs, where he currently works as a customer success engineer advising on data structures and queries, as well as positions at NBC Universal, LiRo Group, and Winsor Consult LLC. Alpha Inertia Capital provides discretionary portfolio management services primarily to high-net-worth individuals and corporate clients. The firm employs a variety of investment techniques, including technical and fundamental analysis, and uses leveraged and derivative instruments within separately managed accounts under discretionary authority.

Mauro Leos is a financial advisor at Next Pronto Capital Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CLSA Americas, CITIC Securities International USA, and Neuheit Associates. He is the founder of Next Pronto LLC, a financial planning business. Next Pronto Capital Advisors provides fee-only financial planning and wealth management services to individuals, families, and small businesses. The firm uses a bottom-up investment approach that emphasizes intrinsic value and corporate governance, offering tailored planning, portfolio construction, and an optional discretionary service to manage held-away retirement accounts.

Stephen Pagliari is a financial advisor at Differential Capital LLC in Merrick, NY, holding a Series 65 designation with four years of industry experience. Prior to founding his advisory firm, he worked at Differential Management, LLC and currently is employed as a new product development portfolio manager at MiniCircuits, a global RF and microwave components manufacturer. Differential Capital LLC is a state-registered investment adviser offering discretionary portfolio management to individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, ETF, and options analysis across multiple account programs, using both short- and long-term strategies with full trading discretion.

Erik Dellith is the principal of Dellith Wealth Advisory in Fairview, NJ, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. Dellith is also an active licensed insurance agent and engages in a paid equity research role along with several other business interests. Dellith Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and investment strategies, executing transactions only with client approval in line with each client’s investment policy statement.

Joao Correia is a CFA® charterholder with over nine years of experience in wealth management and investment advisory. He is the principal and sole advisor at Madison Asset Advisors, LLC, an independent firm based in New York, NY. In addition to his advisory work, Correia provides financial instruction through Financial Edge Training/IB Hero. Madison Asset Advisors offers discretionary portfolio management and financial planning primarily for individual clients, focusing on diversified asset allocation using low-cost mutual funds, ETFs, and other instruments as appropriate. The firm emphasizes a long-term buy-and-hold strategy grounded in Modern Portfolio Theory and manages approximately $25.1 million for about 15 clients.

Srdana Pokrajac is a CFA® charterholder and financial advisor with two years of industry experience, currently serving as the sole advisor at Planbound, LLC in New York, NY. She has been involved with Planbound since 2023 and also maintains a role at Wize Venture, Inc. Outside of her advisory work, she is engaged with Spartan Planning Group, a fee-only financial planning firm serving families, individuals, and organizations. Planbound offers financial planning, wealth management, and financial education services to individuals, high-net-worth clients, and small businesses. The firm uses a diversified, primarily passive investment approach and supports various engagement structures, including asset-based management, flat-fee planning, and hourly consulting.

Richard Russo Jr. is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He has been with RKR Capital Group since 2018 and previously worked at Greenlea Lane Capital Partners from 2016 to 2018. RKR Capital Group provides discretionary equity investment management through separately managed accounts for individual and corporate clients. The firm employs a concentrated, long-only Equity Value Strategy based on bottom-up fundamental research and manages approximately $12.7 million in assets across 21 client accounts.

Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, an independent firm based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has accumulated experience through roles at GEI Consultants, Inc., TY Lin, LeMessurier Consultants, Inc., and Skanska. Torrente is also a registered representative of Joseph Stone Capital, LLC, a registered broker-dealer. New York Fee Simple provides investment advisory and portfolio management services to individuals, trusts, estates, family entities, and small businesses. The firm’s approach combines qualitative and quantitative analysis across a range of asset classes, and it offers additional services including financial planning, real estate consulting, and educational seminars.

David Bueno Monge is a financial advisor at Ascent Systematic Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Argon Capital Management and Goldman Sachs International. Ascent Systematic Advisors LLC manages private pooled investment vehicles and separately managed accounts for institutional and sophisticated investors, including pension plans and high-net-worth clients. The firm employs a discretionary, systematically rules-based investment approach focused on trend-following and momentum signals in U.S. equities, with an emphasis on detailed performance reporting and use of prime-broker services.

Mark Reich is a CFP® and PFS™ credentialed advisor based in New York, NY, with over 30 years of experience at his own firm, Mark E. Reich, CPA, CFP. He provides financial planning and investment supervisory services alongside separately billed accounting activities. His firm serves high-net-worth individuals, trusts, estates, and charitable organizations with fee-based planning and periodic investment oversight. The investment approach includes a broad range of strategies, from long-term holdings to short-term trading and option writing, with monitoring conducted through quarterly reports and meetings.

Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC. He has 15 years of industry experience, including 13 years at Tweedy Browne, LLC, and has been with Armadale since 2023. Armadale Asset Management is an independent, single-advisor registered investment adviser that offers discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, business entities, and third-party advisers. The firm employs a bottom-up, fundamental valuation approach focused on small- and mid-cap U.S. equities, utilizing proprietary research and customized strategies including a dedicated REIT portfolio.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Citigroup Global Markets and Infosys Ltd. Outside of financial services, he is involved with Mykonos Film, LLC and Anthos Entertainment, LLC. ARDROSSAN Wealth Management provides personalized wealth management and financial planning services to individuals, families, trusts, and estates. The firm emphasizes fundamental analysis and a long-term buy-and-hold investment approach, delivering services on a non-discretionary basis with client-approved trades.

Michael Lackwood is a financial advisor at Spring Delta Asset Management, LLC in New York, NY, with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. and Merrill. He also serves as treasurer for Brooklyn Emerging Leaders Academy, a charter school, where he assists with budgeting and organizational matters. Spring Delta Asset Management is an independent advisory firm managing approximately $14.9 million in discretionary assets. The firm serves individuals, high-net-worth clients, and pension or profit-sharing plans, utilizing a model-driven approach focused on ETF-based strategies, including both tactical leveraged and non-leveraged buy-and-hold portfolios.

Arden Rodgers is the sole advisor at Arbus Capital Management, LLC, an independent firm based in New York, NY. He holds the CFA® designation and Series 65 license, with 17 years at Arbus Capital and six years of industry experience overall. Arbus Capital Management is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable institutions. The firm provides discretionary investment management, financial planning, and one-time account reviews, employing a disciplined, low-cost asset-allocation approach focused on broad diversification and tax efficiency.

Sahil Vakil is a CFP® and CFA® credentialed financial advisor at Myra Wealth with eight years of industry experience. His prior roles include positions at BNP Paribas and New York University. Myra Wealth serves individuals, trusts, and businesses through a primarily passive, ETF-based investment approach delivered via an interactive online platform. The firm offers integrated financial planning, investment management, and tax services using a subscription-based model and computer-driven portfolio allocations.

Alan Kotaev is the president and portfolio manager of TPK Advisors LLC, where he has worked since 2010. He holds Series 63 and Series 65 registrations and has 10 years of industry experience. In addition to his advisory role, he is a partner at Alan Trade Inc., a company involved in the export and distribution of Sherwin Williams products in Russia, where he handles contract negotiations and shipment arrangements. TPK Advisors is an independent registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of strategies including technical and fundamental analysis, short sales, option writing, and short-term trading, and conducts regular portfolio reviews with discretionary trading authority.