Dee Ann Fox is a Certified Financial Planner® based in New York, NY, with 28 years of experience in financial planning. She operates as the sole advisor at Dee-Ann R. Fox, CFP, providing individualized financial and investment planning services. Her firm offers fee-only financial planning and investment advice to individuals, couples, high-net-worth clients, and trusts, managing approximately $34.7 million in assets without imposing a minimum account size. The firm emphasizes asset allocation, diversification, tax efficiency, and low-cost investment options, using primarily fixed-fee, hourly, and retainer billing rather than percentage-of-assets fees.

Theodore Weisberg is the sole advisor at Seaport Asset Management, LLC in New York City, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been affiliated with Seaport Securities Corp. and Seaport Securities since 1980 and has operated his own business, T.P. Weisberg, since 1974. Weisberg also serves as CEO of Seaport Securities Corp. Seaport Asset Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm focuses on long-term, tax-efficient capital appreciation through a value-oriented equity strategy that combines fundamental and technical analysis, offering portfolios typically diversified across sectors with concentrated holdings.

Juliusz Sas is the sole advisor at Global Special Situations Research Co. Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. He has been with the firm since 1997. Global Special Situations Research Co. Inc. provides discretionary portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a special-situations equity strategy focused on identifying undervalued acquisition candidates, managing concentrated portfolios with a mid-to-large-cap U.S. bias and a typical recovery horizon of three to five years.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes roles at Shiseido Americas Corporation and Marubeni America Corporation. In addition to his advisory work, he maintains a full-time external tax role and provides tax consulting. Amber Wealth Advisors is an independent firm offering fee-only financial planning to individuals and high-net-worth clients, focusing on areas such as business planning, retirement, and tax considerations. The firm provides investment analysis and recommendations without discretionary portfolio management, using a fixed or hourly fee model rather than percentage-of-assets billing.

Steven Irgang is a financial advisor at Maci Family Office Advisors in New York, NY, with 4 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Maci Family Office Advisors since 2011. Maci Family Office Advisors is a multi-family office serving affluent families, family offices, individuals, foundations, and trusts. The firm manages approximately $24 million and offers comprehensive services including investment management, succession and trust advice, philanthropic administration, personal CFO work, and concierge support, employing a strategic, tax-aware investment approach focused on long-term, diversified portfolios.

Andrew Saraga is a financial advisor at Khelp Financial LLC in New York, NY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Securities and Suntrust Robinson Humphrey. Outside of his advisory role, he manages Calican, LLC, a container packaging business. Khelp Financial LLC provides advisory services focused exclusively on digital assets such as cryptocurrencies and tokens, serving individuals, corporations, pension and profit-sharing plans, trusts, and foundations. The firm employs a client-centric intake process to place clients into one of two model strategies and offers both discretionary and non-discretionary account management with regular performance reporting.

Evan Kessler is the sole advisor at ESK Capital Management Inc. in Great Neck, NY, with 15 years at the firm and a total of 4 years of industry experience. ESK Capital Management is an independent, fee-based wealth management firm serving individuals and high-net-worth clients, focusing on accounts generally between $250,000 and $2 million. The firm provides discretionary, customized portfolios and comprehensive financial planning services, including retirement, tax, estate, insurance, and business planning.

Daniel Khalilov is a Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at The True Prophets LLC and has worked at the NYC Office of the Actuary since 2016. The True Prophets LLC offers discretionary and model-based portfolio management, financial planning, consulting, and educational workshops to a diverse client base that includes institutional investors, sovereign wealth funds, and high-net-worth individuals. The firm employs a quantitative, automated investment approach featuring machine-learning models and market-timing strategies, including daily rebalancing and overnight trading algorithms.

Denise Sarkor is a financial advisor at Sarkor Financial Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and IBM. In addition to her advisory role, she is the principal and lead executive coach at New Roots Development, LLC, a professional coaching and management training company. Sarkor Financial Advisors serves individual clients, including career executives and small business owners, offering comprehensive financial planning, investment management, business advisory, and philanthropic advisory services. The firm employs a combination of passive and active investment strategies and provides both discretionary and non-discretionary mandate management alongside specialized services such as exit planning and cross-border advice.

Steven Mace is the principal of MACE Capital Management, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led his firm since 2005. Outside of his advisory role, he is also a licensed insurance agent and a licensed real estate agent in New York. MACE Capital Management provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $86 million in client assets on a non-discretionary, fee-only basis, using fundamental and cyclical analysis across a broad range of instruments and strategies.

Frederick Deyeso is a CFP® professional with 21 years of experience at Financial Filosophy, an independent advisory firm based in New York, NY. He has served as the sole advisor at the firm since its founding in 2005. Financial Filosophy is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with an emphasis on passive index funds and ETFs, typically managing assets on a non-discretionary basis with client approval required for trades.

Daniel Simmonds is the sole advisor at Beechnut Capital Management LLC, an independent firm based in New York, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 7 years of industry experience. Simmonds has been affiliated with Beechnut Capital Management in various forms since 2007. Beechnut Capital Management LLC provides ongoing portfolio management and personalized Investment Policy Statements primarily for individual and high-net-worth clients. The firm manages approximately $10 million across a small number of accounts, emphasizing non-discretionary advisory services and employing diverse analytical methods including charting, fundamental, technical, and modern portfolio theory.

Andrew Caraly is the sole advisor at Carsons Capital LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kleenpharm - Kleandaily and Intercarsons. Outside of advisory work, he is a partner in two real estate companies based in France, although he does not actively manage these investments. Carsons Capital LLC is a newly registered investment adviser focusing on discretionary and non-discretionary portfolio management for individual and high net worth clients. The firm employs a range of analytic approaches and investment strategies, including equities, options, derivatives, and ESG considerations, with individualized portfolio construction and ongoing monitoring.

Kimberly Chao is the principal of Zebra Crossing Asset Management LLC, an independent firm based in New York, NY. She holds the CFA® designation and has 11 years of industry experience. Since founding Zebra Crossing in 2014, she has focused on discretionary investment management, financial planning, and consulting. Zebra Crossing Asset Management serves individual and high-net-worth clients, managing approximately $26.1 million across a limited number of accounts. The firm combines fundamental, technical, and liquidity analysis in its investment process and offers formal financial education and workshop-style programming alongside advisory services.

Richard Bregman is a CFA® charterholder and principal of MJB Asset Management LLC, with 29 years at the firm and four years of industry experience. Based in New York, NY, he has focused his career at MJB Asset Management since its founding. MJB Asset Management provides investment advisory services to individuals, businesses, not-for-profits, high net worth investors, and institutional clients, with a particular emphasis on corporate and pension clients. The firm offers discretionary portfolio management and pension consulting services, combining fundamental and technical analysis to manage portfolios tailored to client goals and market conditions.

Anthony Aulisa is a financial advisor with Wealthie Advisors LLC in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. He is also COO and co-founder of Wealthie Inc., a home equity investment startup. Wealthie Advisors, LLC is an independent SEC-registered adviser offering discretionary investment management services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a strategic, long-term investment approach focused on passive indexing and diversified allocations, primarily using low-cost ETFs and index mutual funds.

Robert Wander is a financial advisor with Wander Financial Services, LLC, holding CFP® and Series 63 designations and five years of industry experience. He has been associated with Wander Financial Services since 1999 and Purshe Kaplan Sterling since 2010. In addition to his advisory role, he provides employee benefits consulting to small businesses. Wander Financial Services advises individual clients, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm employs a fundamental, longer-term investment approach and offers services such as financial planning, asset management through model portfolios and third-party managers, and pension consulting.

Gregg Farrauto is the principal of Farrauto Wealth Management, Inc., an independent advisory firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including previous roles at Cambridge Investment Research Advisors and SSN Advisory Inc. Outside of his advisory work, he provides coaching and consulting on entrepreneurial matters in addition to his financial planning services. Farrauto Wealth Management serves individuals, high-net-worth families, business owners, and institutional clients by offering financial planning and portfolio management. The firm employs a combination of model-portfolio allocation and multiple analytical approaches, providing both discretionary and non-discretionary management along with various fee arrangements, including consulting subscription fees.

Alina Fisch is a CFA® charterholder and securities licensed financial advisor with 30 years of industry experience. She is the sole advisor at Contessa Capital, an independent firm she has led since 2022. Prior to that, she held roles at Park Avenue Securities, Guardian Life Insurance Company, and Propellr Securities LLC. Outside of advising, Alina contributes periodically to an online magazine, writing a series titled “How To Stay Rich.” Contessa Capital serves individual clients by providing tailored investment management and financial planning services. The firm combines strategic asset allocation with both passive and active investment approaches, managing approximately $9.3 million in discretionary assets for a small client base.

James Leo is the principal of Leo Wealth Management, LLC, an independent advisory firm. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to founding his firm in 2025, he worked at American Portfolios Financial Services Inc., Osaic Advisory Services, LPL Financial, and Northfield Bank. In addition to his advisory work, he is licensed to sell fixed annuities, life insurance, and health insurance. Leo Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, business owners, IRAs, trusts, and retirement plans. The firm focuses on customized portfolios aligned with client goals, ongoing monitoring, and employs a broad investment toolkit including insurance planning and alternative investment options, with custody through an institutional Charles Schwab platform.