Gilbert Donovan III is a financial advisor at GCD Financial Planning and Advisory Services with three years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank Corporation from 2015 to 2018. He has been with GCD Financial Planning and Advisory Services since 2018. GCD Financial Planning and Advisory Services offers customized, fee-only financial planning and advisory services to a diverse client base, including individuals, trusts, estates, small businesses, and charitable organizations. The firm operates under a fiduciary standard without managing client assets or exercising discretionary trading authority, focusing on asset allocation and diversified, fund-based strategies with fixed, retainer, or hourly fees.

Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm based in Rye, NY. He holds a Series 66 designation and has 20 years of industry experience, including 11 years at HSBC Securities (USA) Inc. and 10 years leading his own firm. Outside of his advisory role, he serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement in Brookline, MA. Munakata Associates provides investment advisory and portfolio management services primarily to high-net-worth individuals, charitable foundations, and trusts. The firm employs a combination of charting, fundamental and technical analysis, and cyclical analysis to tailor strategies based on client objectives, with accounts reviewed at least weekly.

Robert Gutman is the sole advisor at Hunjo LLC in Westport, CT, holding a Series 65 credential with seven years of industry experience. He previously worked for ten years at Blank Check Capital Management, LLC before founding Hunjo in 2017. Since 2023, he has also served as managing member of Stillwater One, LLC, a private fund manager for one client. Hunjo provides discretionary portfolio management primarily for high-net-worth individuals, focusing on publicly traded Special Purpose Acquisition Companies (SPACs) and other equities. The firm delivers ongoing investment management with customized Investment Policy Statements and conducts monthly portfolio reviews to align with client objectives.

Mark Blumberg is the sole advisor at Blumberg B+V Advisors, LLC in Rye, NY, holding Series 63 and Series 65 designations with 13 years of industry experience. He has led the firm since its founding in 2012. Blumberg B+V Advisors provides investment supervisory and portfolio management services primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements that address goals, tax considerations, and risk tolerance. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term trading, short sales, and options writing, managing approximately $20.2 million across a concentrated client base.

Nicholas Susko is a CFA® charterholder and the sole advisor at Wavelet Capital, with a total of 10 years of industry experience. His prior roles include positions at Verition Fund Management, Balyasny Asset Management, and Scopus Asset Management. Wavelet Capital is a state-registered investment adviser that provides discretionary investment management and non-discretionary consulting to qualified investors such as high-net-worth individuals, trusts, and institutions. The firm employs a long/short equity strategy focused on U.S. equities and related derivatives, utilizing bottom-up fundamental research, proprietary earnings models, and a high idea-velocity process to identify investment opportunities.

Andrew Fox is a CFP® professional with 33 years of experience serving clients through his independent advisory firm, Fox Financial Services, Inc., located in White Plains, NY. He has managed the firm since its founding in 1993. Fox Financial Services provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes tailored asset allocation, long-term holdings, and periodic rebalancing using mutual funds primarily from Dimensional Fund Advisors and Fidelity.

Robert Leahy is a CFP® and ChFC® with 30 years of industry experience. He has been with MFC Portfolios, Inc. since 2009. MFC Portfolios, Inc. provides wealth management and comprehensive retirement and financial planning services to high-net-worth and individual clients, managing portfolios primarily using ETFs, stocks, bonds, and government securities. The firm employs a diversified asset allocation framework that combines passive core exposure with tactical overlay strategies focused on long-term risk management.

Robert Labick is a CFA® charterholder with 25 years of industry experience. He has been with CJS Securities IA, Inc. since 2023 and has worked with its affiliated entity, CJS Securities, Inc., since 2012. Labick holds a Series 63 license and is based in White Plains, NY. CJS Securities IA, Inc. distributes equity research to high-net-worth individuals, investment companies, and other advisers, focusing on sectors including Consumer, Healthcare, Industrials, Materials, Business Services, and Technology. The firm operates through an affiliated broker-dealer and does not provide portfolio management, custody, or trading services.

Frederick Bitsky is a CFP® with 35 years of industry experience and is the sole advisor at WealthGuard LLC, where he has worked since 2003. He also maintains a longstanding association with Linsco/Private Ledger Corp. since 1994. WealthGuard LLC provides fee-only financial planning and consulting to high-net-worth individuals, families, businesses, trusts, and foundations with complex financial needs. The firm delivers comprehensive written Action Plans and implementation advice on an hourly or fixed-fee basis, focusing on long-term planning, tax-aware decision making, and a “Buy and Be Vigilant” investment philosophy without managing assets directly.

Devinder Singh is the sole advisor at Northstar Financial Advisors LLC in Northport, NY, holding Series 63 and Series 65 licenses with 4 years of industry experience. He has been with Northstar Financial Advisors since 2008. Northstar Financial Advisors is an independent firm managing approximately $53.8 million across 33 client relationships. The firm provides individualized asset management and financial planning primarily for individual clients, as well as pension and profit-sharing plans, trusts, corporations, and other institutional clients. Its investment approach incorporates fundamental, technical, cyclical, and charting analysis, utilizing long-term, short-term, and trading strategies, including the use of leverage and derivatives when appropriate.

Patrick Fremont is a financial advisor with Fremont Wealth Management, LP, holding a Series 65 designation and 29 years of industry experience. He has worked at Schwartz & Hofflich Capital Management, L.P. since 1995. Fremont Wealth Management, LP provides discretionary portfolio management and investment advice for individual, retirement, business, foundation, trust, and estate accounts. The firm employs a value-oriented “growth at a reasonable price” strategy that incorporates bottom-up fundamental analysis and macro thematic considerations, with an emphasis on dividend-paying stocks and international opportunities.

Evan Bullington is the principal of Bullington Advisors Inc. and holds a Series 65 credential with three years of industry experience. He has worked at Bullington Advisors since 2022 and serves as Director of Entrepreneur Selection at Endeavor Global, a non-profit organization supporting entrepreneurs. Prior to this, he was employed at Charles Tucker Goods from 2015 to 2020. Bullington Advisors Inc. is a single-principal investment management firm focused on managing pooled vehicles and institutional-style mandates. The firm uses fundamental analysis across a broad range of instruments and typically provides discretionary portfolio management.

Harrinson Agudelo Rios is a financial advisor at Finmas Capital LLC in Stamford, CT, with seven years of industry experience. He holds the Series 66 designation and has worked at Money Concepts and Money Concepts Capital Corp before joining Finmas Capital in 2021. Outside of his advisory role, he is an accountant at Members Credit Union and a self-employed soccer coach. Finmas Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a variety of analytical methods and primarily manages accounts on a non-discretionary basis, focusing on mutual funds, equities, fixed income, and ETFs.

Maximilian Montagnino is a financial advisor at Summer Family Advisors LLC with a Series 65 designation and over eight years of experience in related fields. He has held roles at Summer Associates Inc., where he currently serves as President and CEO, performing tax return preparation and business consulting services, as well as prior positions at Hymes & Associates and SUNY Maritime College. Summer Family Advisors LLC provides comprehensive financial planning and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates on a fee-only basis without managing client assets directly, combining asset allocation, fund due diligence, and analytical techniques to deliver long-term investment recommendations and retirement plan advisory services.

Robert Leitner is a CFP®-designated financial advisor with over 4 years of industry experience, affiliated with Financial Advisory Network. He has been associated with the firm since 1998 and has been self-employed since 1995. Financial Advisory Network serves individual clients as well as retirement and institutional accounts such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, consulting, and comprehensive written financial plans, supported by ongoing investment supervision and client education through seminars and newsletters.

Rosanna Pezzo Brizio is a financial advisor at Tuliptree Advisors with Series 63 and 65 licenses and two years of industry experience. She previously worked at New York Life Investment Management and Intesa SanPaolo. In addition to advising, she is an adjunct professor at Columbia University. Tuliptree Advisors is an independent, fee-only firm serving individual and institutional clients with investment management, financial planning, retirement plan consulting, and other advisory services. The firm employs a multi-method investment approach and is notable for managing ERISA retirement plans and offering educational seminars.

Michael Scotto is a CFA® charterholder with six years of industry experience. He is the sole advisor at Highlight Advisors LLC, having joined the firm in 2025 after a 15-year tenure at AON Investments. Highlight Advisors serves institutional asset pools such as for-profit businesses, insurance companies, and not-for-profit entities by providing non-discretionary investment advisory and consulting services. The firm focuses on customized asset allocation recommendations, investment manager selection, and strategic consulting through project assignments, retainers, or hourly engagements without taking custody of client assets.

John Crum is the sole advisor at Indigo Asset Management, Inc. in New Canaan, CT, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Indigo Asset Management since 1997. Indigo Asset Management provides discretionary portfolio management and investment advice to individuals, families, businesses, retirement plans, trusts, and estates. The firm follows a prudent-investor approach focused on strategic asset allocation and diversification, primarily using pooled vehicles such as mutual funds and ETFs, and offers pension consulting along with access to independent platforms for managing held-away retirement plan assets.

Narumi Yoshida is the Founder & CEO of Yoshida Wealth Management, Inc. He is a CPA and specializes in Financial & Tax Advisory for Japanese Business Owners and Investors in the US. Mr. Yoshida was born and raised in Shizuoka, Japan. At age 19, he moved to New York in pursuit of his educational and professional goals. He is a first-generation immigrant himself, so he understands what challenges and difficulties people face by moving from one country to another. Mr. Yoshida’s unique professional and educational backgrounds give him the ability to work with clients closely and develop the most effective tax and financial strategies for them. Mr. Yoshida worked as a Financial Advisor for a prominent financial advisory firm in New York City. After gaining valuable experience at the firm, he eventually decided to go out on his own to launch Yoshida Wealth Management, Inc., Independent RIA, to work with clients he felt needed the most help and could add the most value to their situations. Good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, he believes (1) Fee-Only, (2) Fiduciary and (3) Independent are the three most important criteria to consider when choosing a Financial Planner. In addition to Yoshida Wealth Management, Inc., he owns and runs a successful CPA firm based in New York where he and his team provide tax return preparation and business accounting services. Mr. Yoshida focuses on helping Japanese Business Owners and Investors in the US. He utilizes the newest AI/technologies to operate at the highest efficiency level, so he can focuses on what he enjoys the most – working with clients! Outside of work, he enjoys traveling around the world with his wife, Nicole, staying active, reading books and eating Japanese food! (Fun Fact: Narumi used to be a dancer)!

Vincent Travagliato is a financial advisor with WealthWise, LLC, an independent firm based in Mount Kisco, NY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. In addition to his advisory role, he practices as a trust and estate lawyer. WealthWise, LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, focusing on long-term trading strategies supported by charting, fundamental, and technical analysis. The firm prepares written Investment Policy Statements and conducts regular reviews without discretionary trading authority.