John Foote is a financial advisor at Modoo Strategy LLC in Great Neck, NY, holding a Series 65 credential with two years of industry experience. He concurrently serves as the managing member and anesthesiologist at LIC Anesthesia, PLLC. Modoo Strategy LLC primarily serves employer-sponsored retirement plans, pooled or institutional accounts, and business clients, offering investment management, retirement plan consulting, and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and provides both ongoing advisory relationships and project-based engagements.

Weiqin Dong is a CFA® charterholder and the sole advisor at Metis Asset Management Advisory, LLC, with four years of industry experience. Prior to joining Metis, Dong worked at South Brook Asset Management LLC and Buckingham Global Advisors, LLC, and held a role at GE Capital. Metis Asset Management Advisory provides discretionary investment advisory services focusing on data-driven, quantitative strategies that incorporate multiple market signals and emphasize risk management. The firm manages approximately $16.65 million in discretionary assets across a small number of managed accounts.

Benjamin Chideckel is a financial advisor at Framework Wealth with a Series 65 credential and experience in investment management beginning in 2025. His prior work includes roles at Blackstone, 3G Capital, and Stanford Graduate School of Business. He is also co-founder of Gather Capital GP LLC, a private markets fund of fund. Framework Wealth manages pooled vehicles and institutional assets, offering financial planning and advisory services to organizations and eligible investors. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and both active and passive investment vehicles, including private market funds, and emphasizes the selection and monitoring of Outside Managers.

Steven Copeland is a CFP® professional with four years of industry experience. He is the sole advisor at Shfp, LLC and has been associated with Safe Harbor Financial Planning since 2003. Shfp, LLC is an independent firm providing fee-only investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $88.9 million across about 25 clients, primarily using a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis with a focus on individual equities, fixed income, mutual funds, and ETFs.

Stephen Zheng is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been the sole advisor at Wealthlet Advisory LLC since 2016 and previously worked at New York University from 2015 to 2019. Wealthlet is an independent advisory firm that provides portfolio management, financial planning, and specialized investment-immigration services, including EB-5 and E-2 matters. The firm serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, using a fundamental, bottom-up value investing approach while integrating investment-immigration advisory work alongside traditional wealth management.

Albin Scaria is a financial advisor at DrawingBoard Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Bluelofts, Bentley Associates, and Ballentine Partners. Scaria is also the founder and managing member of DrawingBoard Capital, a strategic advisory firm and holding company. DrawingBoard Wealth Advisors is a newly formed registered investment adviser that plans to provide portfolio management and financial planning primarily for institutional investors, family offices, accredited investors, and high-net-worth individuals. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, with an emphasis on long-term investing and allocations to alternative and private-market strategies.

Eve Schniebolk is a CFP® professional with over 40 years of experience in financial services. She operates Sound & Secure Advisors LLC, an independent firm she founded in 2022. In addition to her advisory work, she provides accounting, bookkeeping, and tax preparation services as a sole proprietor and holds a license as an independent insurance agent. Sound & Secure Advisors offers discretionary portfolio management and consulting services tailored to individuals, trusts, estates, and business entities. The firm employs a multi-method investment approach with ongoing portfolio monitoring and provides integrated financial planning that includes retirement, insurance, tax, and estate considerations.

Shiying Zeng is a financial advisor at Highrock Capital Management Inc. with a Series 65 designation and one year of industry experience. Prior to joining Highrock, Zeng worked at Apple Trade Group Inc. for a total of 18 years, as well as at MML Investors Services, Mass Mutual Life Insurance, and NY Life Securities. Highrock Capital Management serves individual and high-net-worth clients with non-discretionary portfolio management, written financial planning, and a paid subscription research service focused on U.S.-listed equities and ETFs. The firm’s investment process emphasizes fundamental and valuation analysis supported by quantitative and technical methods used primarily for timing.

Edward Chang is a financial advisor at Pledge Capital LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has been with Pledge Capital since 2016. Pledge Capital provides discretionary and non-discretionary investment management services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm employs a value-oriented strategy with a growth bias, focusing on equities and exchange-traded funds and using a bottom-up fundamental research process.

Gabriel Markiz is a CFP® professional with 22 years of experience in financial advising and over 30 years as a CPA. He is the owner of Markiz Wealth Management and also operates a separate CPA firm. He currently dedicates most of his time to his CPA practice while managing his financial planning business. Markiz Wealth Management provides wealth management and financial planning services primarily to individuals, families, pension and profit-sharing plans, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term strategic asset allocation, global diversification, and tax-efficient implementation, with portfolios tailored to each client’s tax situation.

Brian Redican is the founder and sole advisor of Courseview Capital LLC in Bronxville, New York, with 27 years of industry experience. He has held roles at Arcadia Securities, Wilmington Capital Securities, and Lps Partners Inc before establishing Courseview Capital in 2020. He holds Series 63 and Series 65 designations. Courseview Capital LLC provides portfolio management and financial planning primarily for individual clients, managing approximately $3.09 million across 11 accounts. The firm uses a discretionary approach with a concentrated equity orientation and also offers adviser selection services.

Brian Reddington is a financial advisor at R Squared IV with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Castleview Partners, LLC, David Lerner Associates, and New York Life Insurance Company. Outside of his advisory work, he occasionally drives for Uber after market hours. R Squared IV is an independent investment advisory firm that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth families, trusts, and small institutions. The firm employs a quantitative, systematic investment process using multi-factor models and combines trend-following and mean-reversion signals, typically executing strategies through ETFs and index mutual funds tailored to client objectives and risk tolerances.

Michael Woloch is a CFP® and Series 65-licensed advisor with Financial Strategy Advisors, LLC, where he has worked since 2014. He has 12 years of experience and operates a solo independent advisory practice in Bayside, NY. Outside of financial advising, he devotes significant professional time to an unrelated dental practice. Financial Strategy Advisors, LLC is a fee-only registered investment adviser that provides personalized financial planning to individual clients, including high-net-worth individuals. The firm offers services through flat-fee retainers and focuses on recommendations involving mutual funds and ETFs, without managing client assets or executing trades.

Martin Herzberg is a financial advisor at Alphatheta Capital LLC with 16 years of experience. He holds the Series 65 and Series 63 designations and operates as the sole advisor at the independent firm based in Lawrence, NY. Alphatheta Capital LLC provides discretionary portfolio management to a select group of individual and institutional clients, managing approximately $3.7 million in assets. The firm employs a combination of quantitative models, fundamental and technical analysis, and a range of trading instruments to focus on income-producing strategies and ongoing portfolio oversight.

Jonathan Ghermezian is a financial advisor at Gold Star Asset Management, LLC in Westbury, NY, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gold Star Asset Management since 2016. In addition to his advisory role, he works in accounts payable for Allied Importers. Gold Star Asset Management provides portfolio management services to individuals, including high-net-worth clients, and corporate entities. The firm uses a variety of analytical methods and strategies, managing accounts primarily on a non-discretionary basis while preparing customized Investment Policy Statements for each client.

Emanuel De Freitas is a CFP® professional with four years of experience at Safe Harbor Asset Management, Inc. He has been involved with DeFreitas & Minsky, LLP since 1986. Safe Harbor Asset Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and employer retirement plans. The firm employs a quantitative, drawdown-focused investment approach called Engineered Risk Budgets (ERBs) and offers services such as retirement plan consulting, standalone financial planning, and 1031 exchange consulting.

Suneil Kalantry is a CFA® charterholder and financial advisor at Kalantry Advisors LLC with six years of experience at the firm and a total of twelve years in the industry through his affiliation with Kalantry LLP. He is also a CPA and partner at Kalantry LLP, where he occasionally provides accounting-related advice or products to clients. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, delivering client-specific investment policy statements, portfolio monitoring, and access to third-party money managers and managed account solutions.

Paresh Shah is a CFP® with 22 years of industry experience, currently serving as an advisor at Merkkuri Wealth Advisors LLC. His prior roles include positions at Kestra Financial, Lion Street Financial, and Guardian Life Insurance. Shah is a member of the Board of Directors for the New York South Asian Chamber of Commerce and serves as a trustee for the Dudhiya Talav Navsari organization in India. Merkkuri Wealth Advisors LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs discretionary portfolio management using model allocations and third-party sub-advisers, combining technical, fundamental, and cyclical analysis across a range of investment products.

Avraham Ziv is a financial advisor at Dorado Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Western International Securities, Inc., and Northeast Asset Management LLC. Outside of advisory services, he is also registered as a non-variable insurance agent. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds and charitable organizations. The firm primarily manages assets on a non-discretionary basis and utilizes third-party investment managers through the Schwab platform.

Anthony Perrone is a Series 65 licensed advisor at Pelkonen and Associates LLC with three years of industry experience. Prior to joining Pelkonen and Associates, he held roles at E&R Laundry and Dry Cleaning, H.A.E Air, LLC, and Giunta's Meat Farms. Pelkonen and Associates serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses, providing discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach tailored to client goals and manages approximately $293 million for about 317 clients.