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.

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.

Steven Varvaro is a CFP® with 11 years of experience in financial advising, currently operating Four Corners Financial in Melville, NY. He worked at Larry Heller & Associates prior to founding Four Corners Financial, where he has served clients since 2017. Four Corners Financial provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm manages approximately $104.8 million across about 45 client relationships, using diversified mutual funds and ETFs as the core of its portfolios while employing cyclical analysis and the Fama–French three-factor model in its investment process. It also maintains a formal retirement plan advisory practice offering a range of ERISA-compliant services.

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.

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.

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.

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.

John Foote is a financial advisor at Modoo Strategy LLC in Great Neck, NY, holding a Series 65 credential with two years of industry experience. He concurrently serves as the managing member and anesthesiologist at LIC Anesthesia, PLLC. Modoo Strategy LLC primarily serves employer-sponsored retirement plans, pooled or institutional accounts, and business clients, offering investment management, retirement plan consulting, and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and provides both ongoing advisory relationships and project-based engagements.

Weiqin Dong is a CFA® charterholder and the sole advisor at Metis Asset Management Advisory, LLC, with four years of industry experience. Prior to joining Metis, Dong worked at South Brook Asset Management LLC and Buckingham Global Advisors, LLC, and held a role at GE Capital. Metis Asset Management Advisory provides discretionary investment advisory services focusing on data-driven, quantitative strategies that incorporate multiple market signals and emphasize risk management. The firm manages approximately $16.65 million in discretionary assets across a small number of managed accounts.

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.

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)!

Stephen Zheng is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been the sole advisor at Wealthlet Advisory LLC since 2016 and previously worked at New York University from 2015 to 2019. Wealthlet is an independent advisory firm that provides portfolio management, financial planning, and specialized investment-immigration services, including EB-5 and E-2 matters. The firm serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, using a fundamental, bottom-up value investing approach while integrating investment-immigration advisory work alongside traditional wealth management.

Albin Scaria is a financial advisor at DrawingBoard Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Bluelofts, Bentley Associates, and Ballentine Partners. Scaria is also the founder and managing member of DrawingBoard Capital, a strategic advisory firm and holding company. DrawingBoard Wealth Advisors is a newly formed registered investment adviser that plans to provide portfolio management and financial planning primarily for institutional investors, family offices, accredited investors, and high-net-worth individuals. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, with an emphasis on long-term investing and allocations to alternative and private-market strategies.

Shiying Zeng is a financial advisor at Highrock Capital Management Inc. She holds a Series 65 designation and has over a year of experience in the industry. Her prior work includes roles at Apple Trade Group Inc., MML Investors Services, Mass Mutual Life Insurance, and NY Life Securities. Highrock Capital Management Inc. offers portfolio management and financial planning services, along with a paid research subscription featuring timely alerts. The firm’s investment process combines fundamental analysis, quantitative screening, and technical analysis focused on U.S. equities and ETFs, with an emphasis on transparency and conflict controls in its research publishing.

Edward Chang is a financial advisor at Pledge Capital LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has been with Pledge Capital since 2016. Pledge Capital provides discretionary and non-discretionary investment management services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm employs a value-oriented strategy with a growth bias, focusing on equities and exchange-traded funds and using a bottom-up fundamental research process.

Gabriel Markiz is a CFP® professional with 22 years of experience in financial advising and over 30 years as a CPA. He is the owner of Markiz Wealth Management and also operates a separate CPA firm. He currently dedicates most of his time to his CPA practice while managing his financial planning business. Markiz Wealth Management provides wealth management and financial planning services primarily to individuals, families, pension and profit-sharing plans, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term strategic asset allocation, global diversification, and tax-efficient implementation, with portfolios tailored to each client’s tax situation.

Brian Reddington is a financial advisor at R Squared IV with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Castleview Partners, LLC, David Lerner Associates, and New York Life Insurance Company. Outside of his advisory work, he occasionally drives for Uber after market hours. R Squared IV is an independent investment advisory firm that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth families, trusts, and small institutions. The firm employs a quantitative, systematic investment process using multi-factor models and combines trend-following and mean-reversion signals, typically executing strategies through ETFs and index mutual funds tailored to client objectives and risk tolerances.

Michael Woloch is a CFP® and Series 65-licensed advisor with Financial Strategy Advisors, LLC, where he has worked since 2014. He has 12 years of experience and operates a solo independent advisory practice in Bayside, NY. Outside of financial advising, he devotes significant professional time to an unrelated dental practice. Financial Strategy Advisors, LLC is a fee-only registered investment adviser that provides personalized financial planning to individual clients, including high-net-worth individuals. The firm offers services through flat-fee retainers and focuses on recommendations involving mutual funds and ETFs, without managing client assets or executing trades.

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.

Jonathan Ghermezian is a financial advisor at Gold Star Asset Management, LLC in Westbury, NY, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gold Star Asset Management since 2016. In addition to his advisory role, he works in accounts payable for Allied Importers. Gold Star Asset Management provides portfolio management services to individuals, including high-net-worth clients, and corporate entities. The firm uses a variety of analytical methods and strategies, managing accounts primarily on a non-discretionary basis while preparing customized Investment Policy Statements for each client.