Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm based in Rye, NY. He holds a Series 66 designation and has 20 years of industry experience, including 11 years at HSBC Securities (USA) Inc. and 10 years leading his own firm. Outside of his advisory role, he serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement in Brookline, MA. Munakata Associates provides investment advisory and portfolio management services primarily to high-net-worth individuals, charitable foundations, and trusts. The firm employs a combination of charting, fundamental and technical analysis, and cyclical analysis to tailor strategies based on client objectives, with accounts reviewed at least weekly.

David Soo Hoo is a financial advisor at Angel Wealth Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial. Outside of finance, he has experience at Redeemer Presbyterian Church Downtown and Reformed Theological Seminary. Angel Wealth Advisors LLC is a fee-only, state-registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a portfolio construction approach based on Modern Portfolio Theory, combining passive and active investment vehicles, and offers a range of financial planning services with flexible billing options.

Ronald Stein is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Good Harvest Financial Group, Inc. He has been associated with Good Harvest since 1992 and operates Stein Financial Services, a life insurance agency largely focused on servicing existing clients. Good Harvest Financial Group provides portfolio management and financial planning services primarily to high-net-worth individuals and institutional clients, tailoring investment strategies based on client objectives and risk tolerance through a combination of fundamental analysis and varied trading approaches.

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.

David Polevoy is a CFP® professional with 12 years of experience in financial advising. He has been the sole advisor at Beekman Financial Planning LLC since 2012. In addition to his advisory role, he is a licensed life insurance agent. Beekman Financial Planning LLC is an independent, single-advisor firm serving individuals, small businesses, and certain retirement plans. The firm employs a blend of fundamental and cyclical analysis with strategies such as active management and core-plus-satellite, primarily managing assets on a non-discretionary basis.

Tipiwa Walker is a CFP® and Series 65-registered financial advisor with two years of industry experience. She is the sole advisor at Lucre Advisory LLC, an independent firm she established in 2023. Her prior experience includes roles at Wescott Financial Advisory Group and Money Map, as well as operating Lucre Personal Finance from 2014 to 2020. Lucre Advisory LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses, offers socially responsible investing options, and routinely uses third-party managers to implement customized portfolios.

Todd Thomas is the sole advisor at Versalife Advisors in Jamaica, NY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Allied Universal, Teleperformance, T3 Trading Group, and rideshare companies Uber and Lyft. Versalife Advisors provides discretionary investment management to individuals and families through separately managed accounts, focusing on biotechnology equities and listed options. The firm uses a bottom-up, research-driven approach combining fundamental and technical analysis, actively managing accounts with strategies that include options, short sales, and leverage.

Pamela Diamond is the principal and sole advisor at Creative Wealth Builders, LLC, an independent registered investment adviser. She holds the PFS™ designation and Series 65 license with four years of industry experience. In addition to her advisory role, she manages a certified public accounting firm, Pamela Diamond, CPA/PFS, which operates independently and provides accounting and tax preparation services. Creative Wealth Builders offers personalized investment management and financial planning services primarily to individuals and families. The firm employs written investment policy statements, proprietary portfolio rebalancing algorithms, and discretionary asset management with ongoing monitoring to manage approximately $19.9 million across 75 discretionary accounts.

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.

Matthew Morano is a CFA® charterholder and financial advisor with 11 years of industry experience. He is the sole advisor at Curbstone Advisors LLC, an independent firm he has been with since 2015. Prior to this, he held a senior director position in business analysis at CME Group, Inc., where he worked full-time supporting front-office trading systems for futures, options, and swaps. Curbstone Advisors provides personalized portfolio management and ongoing investment supervision to individual clients on a fee-only basis. The firm emphasizes a strategic, cyclical, and contrarian asset allocation approach using low-cost ETFs, individual stocks, fixed income, and alternatives, while employing automated rebalancing and maintaining liquidity for opportunistic buying.

Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of Autonomous Technologies Group Inc., both based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has one year of experience in financial advisory services. Prior to founding Autonomous Wealth Management, he held positions in the hospitality and entertainment industries. Swart is also co-owner of a wine bar in Grand Rapids, Michigan. Autonomous Wealth Management provides discretionary investment management to an invitation-only retail client base using proprietary AI-driven portfolio construction and compliance systems. The firm operates through a digital platform and manages accounts custodied at Apex Clearing Corporation without charging advisory fees during its beta phase.

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.

Nelson Pang is the principal of Variety RIA LLC, a registered investment adviser based in Brooklyn, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Outside of his advisory role, he practices as a pharmacist and operates a tax preparation business, in addition to being a licensed real estate broker. Variety RIA LLC provides wealth management, financial planning, and discretionary investment management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an asset-allocation strategy based on Modern Portfolio Theory, combining passive and active funds with a long-term investment approach.

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.

Benjamin Chideckel is a financial advisor at Framework Wealth with a Series 65 credential and experience in investment management beginning in 2025. His prior work includes roles at Blackstone, 3G Capital, and Stanford Graduate School of Business. He is also co-founder of Gather Capital GP LLC, a private markets fund of fund. Framework Wealth manages pooled vehicles and institutional assets, offering financial planning and advisory services to organizations and eligible investors. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and both active and passive investment vehicles, including private market funds, and emphasizes the selection and monitoring of Outside Managers.

John Hannigan is the sole advisor at Hannigan Financial, LLC, an independent firm based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Hannigan has worked at Barclays Capital Inc. since 2007. Outside of finance, he is also active as a professional actor and singer. Hannigan Financial, LLC offers hourly financial planning and investment advisory services to individuals and families. The firm provides non-discretionary advice without managing client assets, focusing on retirement planning, budgeting, investment education, and coordination of estate planning.

Dylan Cohan is a CFA® charterholder and the sole advisor at CatsGame Capital LLC, with four years of industry experience. Prior to founding CatsGame Capital in 2020, he worked at Portland House Group for 12 years. He also works as an analyst for a family office during trading hours. CatsGame Capital LLC provides discretionary investment management to a small group of qualified clients, focusing on concentrated equity portfolios and employing a performance-based fee structure. The firm emphasizes fundamental research and uses targeted short positions and derivatives to manage risk.

Richard Colacino is a CFP® with 31 years of industry experience, currently serving at OSAIC and Rc Financial, Inc. He has been involved with OSAIC since 2003 and founded Colacino Tax Partners in 2002, where he prepares tax returns. His background includes leadership as president and investment adviser representative at Rc Financial, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization.

Jay Rosenberg is the sole advisor at Arrival Capital Management LLC in New York, NY. He holds a Series 65 designation and has 23 years of experience with the firm, which he has been associated with since 2003. Prior to founding Arrival Capital Management, his background includes legal, corporate finance, and public-sector roles, along with formal training in valuation and behavioral finance. Arrival Capital Management provides fee-only investment management and wealth services to individuals, high net worth clients, corporations, and trusts. The firm employs a value investing approach combined with behavioral and contrarian analysis, focusing on long-term, diversified portfolios tailored to client objectives.