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 worked at Morgan Stanley, United Maritime Capital, and Adcap Securities prior to joining Nexgen Investments. Nexgen Investments LLC is an independent, advisor-led firm providing ongoing portfolio management to individuals, high-net-worth clients, and corporate/business entities. The firm employs a combination of charting, fundamental, and technical analysis to manage diversified portfolios and serves both domestic and international clients.

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 designations and has 16 years of industry experience, all of which has been with Little Point Capital since 2010. Little Point Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on a small, concentrated client base. The firm’s investment approach emphasizes market and technical analysis combined with credit-level research to assess specific credits and portfolio composition.

Sunil Sharma is a CFP®, CFA®, and Series 66-registered financial advisor with 10 years of industry experience. He is the sole advisor at Proyash Capital Management in Darien, CT. Prior to founding Proyash, he worked at Compiricus Inc and was self-employed in related roles. Outside of his advisory work, he has an IT-related business activity not connected to his financial firm. Proyash Capital Management offers discretionary portfolio management primarily for individuals, families, and retirement and trust accounts, with a focus on diversified, long-term investment strategies that emphasize principal protection and gradual value creation. The firm also provides limited hourly financial consulting and serves a client base oriented toward ordinary individual investors.

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.

Albert Sebastian is a CFA charterholder and principal of Prospect Advisors, LLC in Stamford, CT, with 16 years of industry experience. He has worked at Prospect Advisors 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 diverse set of investment strategies, offering both individualized client services and investment research 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.

Terence Kaufmann is the sole advisor at Rockhouse Capital, LLC, an independent firm based in Stamford, CT. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. Kaufmann has worked at Rockhouse Capital since 2008. Rockhouse Capital provides individualized investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a primarily long-term, fundamental analysis approach, using a combination of active and index funds to build customized portfolios managed on a discretionary basis.

Guoqing Ouyang is the principal of Density Capital LLC, an independent investment advisory firm based in Piermont, NY. He holds a Series 65 designation and has diverse experience spanning hospitality consulting, insurance, and investment management since 2007. Ouyang has held roles at Prudential Hong Kong Limited and various consulting and hotel management firms. Density Capital LLC provides discretionary portfolio management primarily for individuals and high net worth clients, employing a fundamentally driven, long-term investment approach focused on equities, fixed income, ETFs, and mutual funds tailored to client objectives and risk tolerances. The firm was recently formed and integrates Ouyang’s background in hospitality and consulting within its investment perspective.

Michael Casper is a CFA® charterholder affiliated with the independent firm Casper, Michael J. He has five years of industry experience, previously working at Lehman Brothers Holdings Inc for three years. He operates Light Macro Capital, where he provides discretionary investment management. Light Macro Capital serves high-net-worth individuals and qualified entities through a quantitative and qualitative macro relative-value strategy focused on developed-market sovereign bond futures and foreign exchange. The firm manages concentrated portfolios with defined risk controls and emphasizes specialized data and a futures-only fixed-income derivatives approach.

Phillip McClain is the principal of McClain Value Management, LLC in New Canaan, CT, and holds the CFA® designation with 25 years of industry experience. He has led McClain Value Management since its founding in 2001. McClain Value Management provides discretionary portfolio management to high-net-worth individuals, institutional, and charitable clients. The firm emphasizes a concentrated, out-of-favor value investment approach based on bottom-up fundamental analysis and formal price targets, managing accounts with client-specific considerations across its primary strategies.

Jonathan Russo is a financial advisor at LightedWay Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Global Retirement Partners, LLC. LightedWay Advisory Services provides discretionary portfolio management primarily to individuals and high-net-worth clients, as well as consulting services to pension and employee benefit plans and charitable organizations. The firm employs model allocations and a long-term trading approach based on multiple analytical methods, maintaining a high client count supported by standardized processes and model portfolios.

Julian Cash is a CFA® charterholder with seven years of industry experience. He has been with Savrin LLC since 2017, following two years at Troubh Partners, LP. Savrin is an independent firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and other entities. The firm manages accounts on a discretionary basis and employs active allocation and periodic rebalancing, utilizing fundamental, technical, and economic analysis, including the use of derivatives and performance-based fee arrangements for qualified clients.

Federico Rodriguez is a CFA® charterholder and the sole advisor at Silversea Capital, LLC, with four years of industry experience. He concurrently holds a position as Global Head of Traded Markets at QBE Insurance Corporation, where he manages investment portfolios. Silversea Capital, LLC is an independent advisory firm that offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and companies. The firm’s approach incorporates asset allocation, technical analysis, and both long- and short-term strategies tailored to client objectives and risk tolerance.

Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Empower Advisory Group, GWFS Equities, Inc., and Prudential Insurance Company of America. LeBron Financial Services provides financial planning and portfolio management for individual clients, including high-net-worth individuals, as well as retirement plan advisory and education services to small and medium-sized businesses and nonprofit organizations. The firm employs an investment approach based on Modern Portfolio Theory, using diversified asset allocation across institutional and no-load mutual funds, ETFs, and individual securities, and delivers both discretionary portfolio management and non-discretionary financial planning tailored to client objectives.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Andrew O’Connor is a financial advisor with Upside Lab Advisors Inc. in Huntington, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Royal Alliance, Gateway Investments, and Scottrade. Outside of advisory work, he owns a compliance consulting firm and also works as a bartender for private events. Upside Lab Advisors Inc. provides advisory services primarily to individual clients, managing approximately $1.69 million across four accounts. The firm offers discretionary portfolio management and one-time financial planning, utilizing fundamental analysis, modern portfolio theory, and quantitative methods, with strategies that include options trading and investments in equities, ETFs, and insurance products.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.