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.

Brian Deane is a CFP®-certified financial advisor with 12 years of industry experience. He has been the sole advisor at Apostolic Financial Advisors, LLC since 2013. Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and active strategies such as short sales, margin transactions, and options writing.

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 the Series 66 designation and has previously worked at Morgan Stanley, United Maritime Capital, and Adcap Securities. Nexgen Investments LLC provides portfolio management services to individuals, high-net-worth clients, and corporate entities, utilizing a range of investment vehicles and a combination of fundamental, technical, and charting analysis. The firm offers discretionary account management and implements both long- and short-term strategies, with an investment approach that includes options, margin, short sales, and private placements.

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.

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.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Yaakov Barr Zvulun is the principal of Barr CPA LLC in Ridgewood, NJ, holding the PFS™ designation with 12 years of industry experience. He has been with Barr CPA LLC since 2005, overseeing a firm that provides accounting, tax, and financial planning services. Barr CPA LLC serves individuals, including high-net-worth clients, charities, and business entities, focusing on individualized financial plans, tax planning, business valuation, and forensic accounting. The firm operates on a fee-only basis without custody of client assets or discretionary trading, emphasizing long-term, buy-and-hold investment recommendations and tax-aware planning.

Guoqing Ouyang is the principal of Density Capital LLC and holds a Series 65 designation. He has experience in hospitality consulting and related industries dating back to 2007, including roles with Shenzhen Hezong Hotel Management Consultancy, Prudential Hong Kong Limited, and United Hotel Consultancy LLC. Ouyang has also worked as an independent investment manager and held positions outside traditional advisory firms, such as with Uber and Dynasty Consultants International Limited. Density Capital LLC is a discretionary portfolio manager serving primarily individual and high net worth clients. The firm employs a long-term, fundamentally driven approach focused on financial-statement and credit analysis for equity and fixed-income selection, tailoring portfolio allocations to each client’s objectives and risk tolerance.

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.

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.

Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

Lawrence Tankel is the principal advisor of LT Advisors LLC and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Goldman Sachs & Co. LLC for five years. He also owns and operates a separate tax and accounting practice, Lawrence Tankel CPA, P.C., where he provides tax preparation and consulting services. LT Advisors LLC offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm manages a concentrated portfolio of approximately $53.5 million through tailored investment programs that incorporate fundamental and technical analysis, with a combined tax and accounting service as part of its operating model.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co. Inc., B. Riley Wealth Advisors, and Merrill. In addition to his advisory role, he is involved with Legacy Trust and Capital Partners in a referral capacity. Genesis Financial Group provides portfolio management and investment analysis to individuals, including high-net-worth clients, and small businesses. The firm employs a model-based investment approach combining quantitative, fundamental, technical, economic, and charting analyses to guide discretionary portfolio decisions.

Michael Pappas is the sole advisor at Michael Pappas Advisor LLC in Bedford, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has operated his independent advisory firm since 2014. Michael Pappas Advisor LLC provides portfolio management services to individual and high-net-worth clients, advising on mutual funds, fixed income, equities, ETFs, and Treasury Inflation-Protected securities. The firm uses a combination of econometric and quantitative analysis with fundamental, technical, and cyclical methods, emphasizing large- and mid-cap value exposures and including options trading strategies.

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.

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.