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 and sole advisor at Leo Wealth Management, LLC, with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services and LPL Financial. In addition to his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and health insurance. Leo Wealth Management provides discretionary asset management and financial planning for individuals, high-net-worth clients, IRAs, trusts, estates, and business entities. The firm offers portfolio construction and ongoing management across multiple asset classes, employing tactical and technical analysis with active rebalancing, cash management, and tax-loss harvesting strategies.

Carlos Ponce is a financial advisor at BPBI LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at BPBI since 2017. His prior experience includes roles at Bank of America and Merrill. BPBI LLC serves high-net-worth individuals, family offices, trusts, estates, and corporate clients, with a focus on international investors, primarily from Mexico. The firm offers comprehensive portfolio management, financial planning, and sub-advisory services, delivering individualized investment advice often on a non-discretionary basis.

Mark Reisman is the sole advisor at Pelican Bay Asset Management, Inc. in New York City, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked exclusively at Pelican Bay Asset Management since 1999. Pelican Bay Asset Management provides investment supervisory services to a select group of clients including corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages separate accounts through a non-discretionary, long-term buy-and-hold approach tailored to each client’s circumstances.

Sean Kearney is a Series 65-licensed financial advisor with one year of experience, currently practicing at Amvoy Wealth, an independent advisory firm. He has also been involved with Skearney Financial Limited and Amvoy Wealth Limited in Dublin, Ireland, since 2019, holding roles including CEO and Chief Compliance Officer. Amvoy Wealth provides fee-only investment management and financial planning services to individual and high-net-worth clients, employing both passive and active strategies with a focus on no-load mutual funds, ETFs, and discretionary portfolio management. The firm integrates model portfolios and offers client-tailored asset allocation, also overseeing portfolios through in-house and third-party analysis.

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Zhiheng Zhang is the principal and sole advisor at Zhang Capital Management Corp. in New York, NY. He holds Series 63 and Series 65 licenses and has led Zhang Capital Management since 2006, accumulating 20 years of industry experience. Zhang Capital Management Corp. provides discretionary investment advisory services to high-net-worth individuals and select institutional clients, focusing on portfolio supervision through equities, ETFs, money market instruments, and options. The firm employs a quantitative, short-term trading approach based on intraday price and volume data and proprietary stock behavior patterns, implementing strategies primarily via directional equity options with average holding periods measured in days.

Zaim Hajdari is the owner and financial advisor of The Hajdari Group, LLC with 19 years of industry experience. He previously worked at Ni Advisors Inc. and Raymond James Financial Services and serves as managing director of the Hajdari Family Foundation, a private charitable foundation. The Hajdari Group advises a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, and businesses, offering discretionary portfolio management and financial planning services. The firm employs a long-term, fundamental analysis approach and utilizes ETFs, mutual funds, individual securities, private offerings, REITs, and structured notes, sometimes engaging Independent Managers for portfolio implementation.