Temitope Omojola is the sole advisor at Expected Value Management LLC, holding Series 63 and Series 65 licenses with 16 years of industry experience. Prior to founding his firm, he worked at UBS Securities LLC for five years and has been involved with Mailform Inc since 2018. Expected Value Management provides investment management for pooled funds and single-investor accounts, alongside risk-management software and consulting aimed at family offices and corporate treasurers. The firm’s investment approach emphasizes unified risk measurement and frequent portfolio analysis, focusing on sovereign and fixed-income opportunities supported by analytics and automation.

Rajendra Prashad is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Eagle Tax Planning & Advisory Group, LLC. He has been involved with Eagle Tax Planning & Advisory Group since 2000 and also works with Origin Financial. Prashad provides tax preparation and financial advice through his ownership of Eagle Tax Planning & Advisory Group. Eagle Tax Planning & Advisory Group offers personalized financial planning, investment management, and tax preparation services to individuals, trusts, small businesses, and other entities. The firm employs a strategic asset-allocation approach focusing on passive index funds and ETFs, integrates tax services within advisory agreements, and participates in sub-advisory relationships with platforms like Betterment Institutional.

Mark Meyerowitz is the sole advisor at Meyerowitz Investment Management in West Orange, NJ, holding Series 63 and Series 65 designations with 21 years of industry experience. He has managed his independent firm since 2003. Meyerowitz Investment Management provides advisory and asset management services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis and offers personalized portfolio management across various investment instruments, with an emphasis on discretionary management and periodic portfolio reviews.

Eric Vehstedt is the principal and sole advisor at EV Capital Management LLC, holding a Series 65 designation. He founded the firm in 2025 and has prior experience as Vice President of Finance at Tilting Point Media, a mobile game publisher. Outside of his advisory role, he remains active in the gaming industry through Tilting Point Media. EV Capital Management LLC offers portfolio management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a subscription-based consulting model alongside discretionary investment management that incorporates multiple analytical methods and diverse asset classes.

Luciano Cuneo is the principal advisor at Legado Wealth Management LLC, an independent registered investment adviser based in New York, NY. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to founding Legado Wealth Management, he held roles at Marco Polo Securities Inc., Scala Capital LLC, Kovack International Wealth Management, Inc., and Raymond James & Associates. He is also president of LMC Alternative Business Capital, a commercial finance company. Legado Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including other financial professionals. The firm employs a long-term, fundamental analysis approach with customized portfolios that may include ETFs, alternative investments, and sub-advised positions, and serves a significant non-U.S. client base.

Stephen Chen is the principal of Followthru Planning Associates LLC, an independent firm based in Brooklyn, NY. He holds the CFA® charter and Series 66 license, with 19 years at his current firm and a total of four years of industry experience. In addition to financial advising, Chen provides tax preparation and bookkeeping services and is licensed to sell fixed insurance products. Followthru Planning Associates LLC offers financial planning and investment advisory services primarily to individuals and families, with an investment approach focused on long-term allocation using a mix of mutual funds, ETFs, individual securities, and conservative option strategies. The firm combines planning with operating-level services such as tax preparation, bookkeeping, and insurance sales, conducting formal periodic reviews without charging performance-based fees.

Neil Grossman is a financial advisor at Indfin LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his work at Indfin, he is the managing member of GB Associates, LLC, a registered municipal advisor providing financial analysis and advisory services to municipalities, public agencies, and private corporations. He is also a licensed insurance agent. Indfin LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and advisory consulting to individuals, high-net-worth clients, and corporate clients. The firm manages about 55 accounts with approximately $128 million in assets, utilizing target asset allocations across individual securities, ETFs, and mutual funds, with risk management strategies including periodic rebalancing and stop-loss orders.

Peter Shiftouri is a Series 65-licensed financial advisor at Orion-Archstone Asset Management Inc. with four years of industry experience. His previous roles include consulting positions at Arch Capital Group and Morgan Stanley, as well as employment at Agam Capital and Credit Suisse. Orion-Archstone Asset Management is an independent, single-advisor firm managing approximately $1.8 million for a small client base. The firm offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, small businesses, nonprofit organizations, and pension and profit-sharing plans, utilizing a blend of fundamental and technical analysis alongside proprietary quantitative models.

Edward Dove is the president of ESD Advisory Services Inc, an independent registered investment adviser. He holds a Series 63 designation and has 12 years of industry experience. He has been associated with ESD Advisory Services since 1982 and Lincoln Financial Advisors Corporation since 1994. In addition to his advisory work, he prepares income tax returns. ESD Advisory Services operates as a solo practice, providing discretionary portfolio management and financial planning to individuals, business owners, trusts, estates, and charitable organizations. The firm manages approximately $42 million, focusing on a small number of larger accounts with an emphasis on long-term, quality-oriented portfolios and careful manager selection.

George Antonopoulos is the sole advisor at WallStreeti.com, LLC, based in New York, NY, with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has operated Wallstreeti.Com, LLC since 2002. Outside of financial advising, he is involved in film and theatrical production. WallStreeti.com, LLC provides fee-only investment management and advisory services primarily to high-net-worth individuals and certain institutional clients. The firm follows a Modern Portfolio Theory framework emphasizing diversified, passively managed portfolios and delivers primarily non-discretionary services where clients retain trading authority.

Zhi Li is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at National Financial Services LLC and currently operates Twelve Two Capital LLC, where he has been since 2018. Li also has a concurrent role with the Internal Revenue Service focused on tax and benefits education. Twelve Two Capital LLC is an independent advisory firm managing approximately $4.0 million for about two dozen clients, including individual and high-net-worth households. The firm offers discretionary portfolio management primarily using passive strategies and provides comprehensive and project-based financial planning along with employee benefit plan advisory services for employer plan sponsors.

Adam Young is a financial advisor at Precession Capital Management, LLC, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Clear Haven Capital Management LLC from 2012 to 2021. Precession Capital Management specializes in discretionary and non-discretionary portfolio management for high-net-worth and institutional qualified investors, focusing on credit-sensitive fixed income instruments through a macro-informed, absolute-return oriented investment approach. The firm uses performance-based fees for qualified clients and manages side-by-side allocation conflicts with documented procedures.

Jason Ginsburg is a financial advisor with DJ Wealth Systems, LLC in New York, NY, holding a Series 63 designation and 24 years of industry experience. His prior experience includes 20 years at Goldman Sachs and a year at Fortis Capital Advisors, LLC. He has led DJ Wealth Systems since 2018. DJ Wealth Systems, LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on Investment Policy Statements and customized asset allocations across equities, fixed income, ETFs, and commodities. The firm uses quantitative and technical analysis with short-term trading techniques, including margin and options strategies, and emphasizes tailored risk management and quarterly reporting.

Bernard Meehan is a CFP® with 14 years of industry experience and operates as the sole advisor at Meehan, Bernard, an independent firm based in Astoria, NY. He has managed a tax preparation business, Forge Financial Services, since 1972, providing tax services primarily to his investment clients. Meehan, Bernard offers portfolio management and investment advisory services to both high-net-worth and non-high-net-worth individuals, managing approximately $7.1 million across 36 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to clients’ risk tolerance and objectives, providing both discretionary and non-discretionary mandates as well as hourly consultative reviews.

Rahimul Taher is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at Taher Financial Planning in Brooklyn, NY, and has worked in various professional roles since 2011. In addition to financial advising, he operates a separate tax practice, Taher Tax. Taher Financial Planning serves individual clients by providing investment management, comprehensive financial planning, and business-planning consulting. The firm uses a combination of active and passive management and supports clients through discretionary portfolio management and recommendations of outside managers via the Betterment for Advisors platform.

Antony Mott is a CFA® charterholder and the sole advisor at Customers' Yachts Advisers, Inc. in New York, NY, with 16 years at the firm and a total of four years of industry experience. His professional background includes expertise in valuation, structured products, and market-making, supported by advanced credentials and patents in valuation and risk management. Customers' Yachts Advisers is a fee-only independent firm managing about $7 million in client assets across individuals, IRAs, pension plans, foundations, and corporations. The firm employs a global, equity-oriented investment strategy using low-cost ETFs with infrequent rebalancing, accepts substantial cash positions, and operates with certain uncommon practices such as not voting client proxies or providing routine tax preparation.

Kenneth Rilander is the sole advisor and principal at BasicValue Asset Management Inc., an independent firm based in New York, NY. He has over 30 years of experience in the industry, including 31 years with BasicValue Asset Management. Rilander holds an MBA from The Wharton School. BasicValue Asset Management serves a small client base of individuals and select institutional retirement and pension plans, managing approximately $38.7 million. The firm employs a value-oriented, long-only buy-and-hold strategy, constructing customized and diversified portfolios using independent research and modern portfolio tools.

Dillon Ferguson is a CFP® professional affiliated with Forward Wealth, an independent firm, and has three years of industry experience. His prior roles include positions at Domain Money, Zoe Financial, Inc., and LearnVest Planning Services. Forward Wealth is a state-registered investment adviser focused on serving individual clients, including high-net-worth households, by combining investment management and financial planning into a single engagement. The firm plans to manage discretionary portfolios with an emphasis on tax-aware strategies and integrates comprehensive financial planning into every managed relationship.

Laurence Guberman is a financial advisor at Constantine Barry Asset Management (CBAM) with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bear, Stearns & Co. Inc. since 1998. CBAM provides investment supervisory services and consulting to individuals, charitable organizations, corporations, and institutional sub-advisory programs. The firm uses a data-driven, personalized investment approach that incorporates fundamental analysis and mutual fund/ETF evaluation, managing most client assets on a non-discretionary basis and serving a notable non-U.S. client base.

Jonathan Vyorst is a financial advisor at Ashbay Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Ashbay Capital since 2014. Ashbay Capital is an independent firm providing fee-only, discretionary investment management to individuals, trusts, foundations, corporations, and pension and profit-sharing plans. The firm employs a bottom-up, value-oriented approach focused on intrinsic value and long-term holdings, managing approximately $137.7 million across about 30 client relationships.