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.

Lawrence Doyle is a financial advisor at Dia LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JP Morgan Securities Inc since 2001. Doyle previously maintained a market and economy commentary website, Sense on Cents, and he co-owns FBH LLC, a business involved in investigative projects on various domestic and international issues. DM Income Advisors, LLC, with which Doyle is associated, acts as a solicitor introducing accredited and high-net-worth investors to third-party asset managers. The firm focuses on client solicitation and relationship management, emphasizing tax-exempt municipal bonds and equity portfolios, and is compensated by the asset managers rather than charging clients direct advisory fees.

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.

Sergio Pedreiro is a financial advisor with Longavista Advisors, LLC, holding a Series 65 credential and four years of industry experience. Before founding Longavista Advisors in 2021, he worked at Revlon Inc, Estre Ambiental SA, and BTG Pactual. Longavista Advisors provides discretionary and non-discretionary investment advisory services to ultra-high-net-worth individuals and family offices. The firm employs a strategic, activist-style value investment approach focused on long-term capital appreciation in both public and private equity and debt investments.

Alex Jastrzab is the sole advisor at Attuned Wealth LLC, an independent registered investment adviser based in New York, NY. He holds Series 65 and Series 63 licenses and has four years of industry experience with prior roles at Fidelity National Information Services, The Carlyle Group, and Macquarie Capital. Attuned Wealth LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning, using model portfolios primarily composed of low-cost ETFs and mutual funds. The firm offers customization for tax management and values- or factor-based adjustments, and combines ongoing fixed-fee financial planning with individual portfolio management.

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.

Frank Welch III is the sole advisor at Quarve Associates, LLC, a Connecticut-registered independent investment advisory firm. He holds a Series 65 designation and has 29 years of industry experience, having led Quarve Associates since 1993. In addition to his advisory role, Welch provides tax preparation and planning services and is a licensed mortgage loan originator in Connecticut. Quarve Associates offers discretionary investment supervisory services and financial planning to a small client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm tailors portfolios using a range of instruments and combines fundamental, technical, and cyclical analysis with comprehensive financial planning that addresses tax, estate, insurance, and retirement matters.

I’m Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fee-only fiduciary financial planning and investment management firm based in Hoboken, NJ, serving clients virtually nationwide. I work with women taking the lead in their financial lives, mainly in their 40s, 50s, and 60s: - Single professional women, who have built their savings on their own and want a plan for retirement - Widows, managing financial decisions after the loss of a spouse - Women after divorce, who are rebuilding a retirement plan around a new financial picture - Women nearing retirement, deciding when to stop working, how to draw income, and which pension and Social Security choices to make - Professional women with equity compensation, deciding what to do with RSUs, stock options, and company stock My commitment to women’s financial security is both professional and personal. I grew up watching my mother and grandmother, two independent women, work hard and manage carefully while still carrying financial anxiety. Their experiences shaped my lifelong advocacy for women who carry the financial decisions alone, and my belief that you deserve clear advice and a financial partner who listens. At Align, we connect retirement, investments, tax planning, equity compensation, and estate planning coordination into one coordinated plan. We help you put that plan into practice and revisit it as your life changes. I explain the details in plain English, show you the trade-offs, and welcome your questions, so you understand what we recommend and why. Outside of work, you’ll usually find me with my husband and our two daughters, recording my podcast, Align Your Retirement, or speaking to help more women make informed decisions about their futures.

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 a financial advisor at IWM Advisors, LLC in New York, NY with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BNY Mellon Securities Corporation and Freedom Family Office, where he is also a managing member. IWM Advisors, LLC serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing financial planning and recommending third-party money managers. The firm focuses on fundamental analysis and modern portfolio theory and does not manage client portfolios directly but conducts manager due diligence and monitoring.

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.

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.

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.

Alexander Teicher is a financial advisor at Revelations Asset Management LLC with 4 years of industry experience. He holds a Series 65 designation and has worked at Revelations Partners, LP and Roundabout Asset Management LLC. He is also the Managing Partner for his family's investment office. Revelations Asset Management LLC provides discretionary portfolio management to high-net-worth individuals and corporate entities, focusing on equities, ETFs, and non-U.S. securities. The firm uses fundamental analysis and a variety of trading strategies under discretionary authority, with a small client base and performance-based compensation.

Robert Oliver is a financial advisor at Aura Investments LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Aura Investments and its affiliate Aura ETFs Inc., he worked at Global X Management Company (UK) Limited, Mirae Asset Global Investments (UK) Limited, and JPMorgan in various roles from 2012 to 2025. Aura Investments LLC offers discretionary portfolio management to individual and corporate clients, focusing on ETFs, equity securities, fixed income, and managed fixed income. The firm employs a combination of technical and fundamental analysis, including the use of artificial intelligence tools, and implements both long- and short-term strategies with oversight by its investment professionals.

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 five years of industry experience. He holds credentials relevant to his role and leads an independent wealth management practice. ESK Capital Management provides investment management and comprehensive financial planning primarily to individuals and high-net-worth clients, creating customized portfolios based on fundamental and valuation analysis. The firm focuses on clients with accounts typically between $250,000 and $2 million and offers ongoing portfolio reviews and limited-scope advisory engagements.

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.