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.

Boaz Witelson is the sole advisor at Sensus Investment Management, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Sensus Investment Management provides advisory services to individual clients and corporate retirement plans, specializing in discretionary portfolio management and non-discretionary pension consulting. The firm uses a top-down, asset-allocation driven approach with quantitative optimization and incorporates derivatives and option strategies to manage risk and costs.

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.

Michael Charles is a financial advisor at Amarna Capital Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Craft Capital Management LLC and Paulson Investment Company, LLC. Amarna Capital Partners provides fee-based investment advisory services to institutional and individual clients, focusing on custom portfolio management and advisory work. The firm employs a tactical asset-allocation strategy combining top-down and bottom-up analysis and offers non-discretionary management using a variety of investment instruments.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC, holding Series 65 and Series 63 licenses with eight years of industry experience. His work history includes roles at Infosys Ltd. and Hiteks Solutions Inc., alongside entrepreneurial ventures 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 employs a fundamental, long-term buy-and-hold investment approach and offers portfolio management on a non-discretionary basis with client approval required for each trade.

Michael Lackwood is a financial advisor at Spring Delta Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co., Aurora Private Wealth, and APW Capital, Inc. Outside of his advisory role, he serves as treasurer for the Brooklyn Emerging Leaders Academy, a charter school in Brooklyn, New York. Spring Delta Asset Management provides discretionary portfolio management and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm employs a proprietary All Cap Momentum strategy using ETFs and a combination of charting, quantitative, and technical analysis, and offers services including Investment Policy Statements, pension consulting, and manager monitoring.

Arden Rodgers is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has been with Arbus Capital Management, LLC since 2009. Arbus Capital Management, LLC is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, one-time investment account reviews, and standalone financial planning to individuals, corporations, and charitable institutions. The firm manages over $120 million for fewer than 30 clients, employing a disciplined, low-cost, long-term asset-allocation strategy focused on exchange-traded funds and customized portfolio solutions.

Sahil Vakil is a CFP® and financial advisor at MYRA Wealth with eight years of industry experience. His background includes roles at BNP Paribas and ongoing affiliations with entities such as MYRA Capital LLC and New York University. MYRA Wealth provides planning, consultation, and discretionary investment management to individuals, households, trusts, and businesses through a subscription-based online platform. The firm employs a passive, ETF-based investment approach using algorithmically monitored model portfolios, and offers integrated tax and technology services through affiliated companies.

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.

Kimberly Birn is a CFP® and holds a Series 65 license, with five years at Birn Financial Inc and nine years of prior self-employed experience. She provides fractional CFO services, including tax return preparation, tax review, strategic planning, and business strategy planning for a limited number of clients. Birn Financial Inc serves individuals, high-net-worth clients, and corporate/business clients with financial planning and advisory services. The firm also offers fractional CFO services and employs a variety of investment approaches, delivering non-discretionary advice tailored through initial interviews and model allocations.

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.

Brian Quinif is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Twin Bridges Advisory, where he has worked since 2026. His prior experience includes positions at HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Nomura Securities International, Inc. Twin Bridges Advisory is a newly registered SEC investment adviser that plans to serve individuals, high-net-worth clients, trusts, estates, business entities, and employee benefit plans. The firm offers a range of services including discretionary and non-discretionary investment management, standalone financial planning, and pension consulting, with an investment approach focused on long-term, tax-aware, globally diversified strategic asset allocation.

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.

Joshua Wallace is the sole advisor at Wallace Wealth Advisory, Inc., holding a Series 65 credential with no prior years of industry experience. His previous work history includes roles at Northwestern Mutual, Target Corp, Taco Bell, and Abraham Lincoln High School. Wallace Wealth Advisory is an independent firm that provides discretionary portfolio management and integrated financial planning primarily for young professionals. The firm employs a long-term investment approach focused on diversified asset allocation among equities and fixed income, using ETFs and mutual funds with ongoing monitoring and periodic rebalancing.

I'm Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fiduciary wealth management firm in Hoboken, NJ. I work with high-net-worth women in leadership roles who have built significant wealth and want a financial partner who understands that wealth is about more than investment returns. Most of my clients are navigating equity compensation, pension and deferred compensation elections, a significant portfolio, and a tax picture that no longer fits on one page, and they want retirement, investments, tax, and estate handled as one coordinated plan, explained without jargon. My approach is collaborative, practical, and rooted in education. I believe financial planning should help you make informed decisions with confidence, not leave you feeling intimidated or confused. Whether we’re discussing stock options, retirement income, or tax strategies, my goal is to explain complex concepts in plain English so you always understand the “why” behind our recommendations. Before becoming a financial planner, I experienced firsthand how uncertainty around money can shape the way we think and make decisions. That perspective continues to influence how I work today. I know every client brings a unique story, values, and goals, which is why I believe the best financial plans are built around people, not products. When I’m not working with clients, you’ll usually find me spending time with my husband and our two daughters, recording educational content, or speaking to help more women feel confident taking control of their financial future.

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.

Itay Maymon is a financial advisor at Clavis Capital Management, LLC with Series 65 credentials and experience dating back to 2014, including prior work at Latium Capital Ltd. He is the founder and CEO of Global Wave Management Ltd., a technology-oriented business focused on developing statistical models and software for the financial industry. Clavis Capital Management provides portfolio management and advisory services primarily to high-net-worth individuals and business entities, using a combination of quantitative and qualitative investment methods. The firm employs strategies such as short-term trading, short sales, trend following, and global macro futures trading across diverse asset classes, operating with trading discretion and incorporating commodity and futures exposure in client portfolios.

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.