Paul Sebetic is the sole advisor at Sebetic Advisors, LLC, an independent firm based in East Williston, NY. He holds a Series 65 designation and has four years of industry experience, including nine years at Citibank prior to founding his firm in 2019. Sebetic Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, and trusts and estates, focusing on retirement investors seeking income and distributions. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop income-oriented, risk-aligned portfolios, offering performance-based fee arrangements to qualified clients.

James Vitiello is the sole advisor at Fifth Avenue Wealth Advisors LLC in New York, NY. He holds Series 63, Series 65, and Series 66 credentials and has five years of industry experience. Vitiello has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser providing discretionary asset management and investment advice to high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm uses fundamental analysis alongside strategic and tactical asset allocation, emphasizing long-term holdings and periodic rebalancing, and conducts quarterly portfolio reviews.

Sergei Belov is the sole advisor at Belov Consulting LLC and holds a Series 65 designation. He has been with Belov Consulting since 2011, working in investment management for over a decade. Belov Consulting is a registered investment adviser specializing in algorithmic, options-focused asset management for high-net-worth individuals, corporations, and small businesses. The firm emphasizes short-term trading of S&P index options using derivative strategies and employs a performance-based compensation model rather than traditional asset-based fees.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co. Inc., B. Riley Wealth Advisors, and Merrill. In addition to his advisory role, he is involved with Legacy Trust and Capital Partners in a referral capacity. Genesis Financial Group provides portfolio management and investment analysis to individuals, including high-net-worth clients, and small businesses. The firm employs a model-based investment approach combining quantitative, fundamental, technical, economic, and charting analyses to guide discretionary portfolio decisions.

Megan John is a CFP® certificant and principal of Megan John Advisory, LLC with five years of industry experience. She previously worked at Wealthspire Advisors for five years and has operated her own advisory practice since 2026. Outside of her financial advisory work, she is also an artist. Megan John Advisory, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, combining personalized portfolio management with written financial plans and optional tax-preparation services. The firm employs a blend of passive and active investment strategies based on modern portfolio theory and offers educational seminars on personal finance topics.

Thomas Bender is a CFA® charterholder and financial advisor at Bender Capital Management, LLC with four years of industry experience. His prior work includes roles at Citi and Brandes Investment Partners, as well as academic positions at Johns Hopkins University, University of Virginia, and New York University. Bender Capital Management, founded in 2024, provides discretionary portfolio management primarily to pooled vehicles, institutional accounts, and separately managed accounts. The firm employs a quantamental investment approach that combines fundamental research with proprietary algorithmic trading models, focusing on long equity positions in biotech equities aligned with client objectives and risk tolerances.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Haiqiang Zou is the sole advisor at Zou Capital Management LLC in Flushing, NY, holding a Series 65 credential with four years of industry experience. Before founding his independent firm in 2022, he worked at Amazon from 2017 to 2021. Outside of advisory work, he owns and manages several property management businesses. Zou Capital Management provides discretionary portfolio management to individuals, corporations, and other entities, offering model portfolios tailored to different risk tolerances and advice related to IRA rollovers. The firm uses a combination of charting, fundamental, technical, cyclical, and economic analysis to guide investment decisions across long- and short-term strategies.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

Thinley Wangchuk is the sole advisor at Wangchuk Capital, LLC, holding a Series 65 designation with three years of industry experience. He has managed Wangchuk Capital since its founding in 2014. Wangchuk Capital provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment process that includes long-term and short-term trading strategies across various asset classes, including mutual funds, equities, fixed income, real estate funds, ETFs, and non-U.S. securities.

Maximilian Cavallo is a financial advisor at Northbridge Wealth Management LLC with 11 years of industry experience. His prior roles include positions at Needham & Company, LLC, Morgan Stanley, and J.P. Morgan Securities LLC. Northbridge Wealth Management LLC provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, employing a long-term, asset-allocation approach with discretionary portfolio management.

David Eilenberg is a financial advisor at KPoint Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley for six years and JP Morgan Chase for four years. Outside of his advisory role, he has experience with Rjs Realty LLC. KPoint Capital LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, small businesses, trusts, retirement plans, and institutional clients. The firm combines quantitative, fundamental, technical, and macro analysis to create diversified portfolios and also offers project-based pension consulting and performance-based fee arrangements for qualified clients.

James Christopher is a financial advisor at Apeiron Wealth Service in Astoria, NY, holding Series 65, Series 63, and Series 66 licenses with 15 years of industry experience. His career includes roles at LPL Financial, Santander Securities, and Millennial Advisers, along with consulting through Apeiron Solutions Inc. Outside of advising, he serves on the board of Credit Connect Technologies and works as an insurance agent. Apeiron Wealth Service provides investment management and financial planning to individual and high-net-worth clients without requiring a minimum account size. The firm employs both fundamental and technical analysis for tailored asset allocation, offers discretionary and non-discretionary management, and conducts quarterly portfolio reviews, occasionally engaging sub-advisors to manage portions of client portfolios.

Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm located in Rye, NY. Holding a Series 66 designation, he has 20 years of industry experience, including nine years at HSBC Securities (USA) Inc. prior to founding his current firm in 2016. He also 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 variety of security analysis methods and tailors strategies to each client’s objectives, maintaining regular reviews and permitting clients to select their own custodians and brokers.

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.

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.

Raul Velazquez is a financial advisor at Cenador Financial Advisers LLC in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses, with 5 years of industry experience. He is also President and CEO of Velazquez Ventures LLC, a consulting firm, and Senior Managing Director at Cenador Capital LLC, focusing on alternative business opportunities. Cenador Financial Advisers LLC provides discretionary portfolio management and limited consulting services primarily to individual clients using a fee-only structure. The firm offers public educational seminars and builds portfolios based on client objectives and risk tolerance, employing a variety of investment strategies including mutual funds, ETFs, options, short sales, and allocations to independent managers.

Charles Carmona is the sole advisor at Westmore Asset Management in Pearl River, NY, holding Series 65 and Series 63 credentials with 25 years of industry experience. His prior roles include positions at Torino Capital LLC, Rena Advisors LLC, and UBS Financial Services. Westmore Asset Management serves a small, primarily high-net-worth client base, managing approximately $54.5 million across seven accounts. The firm offers individualized investment policy statements, ongoing investment supervisory services, and limited business strategy consulting, employing a variety of analytical methods and both long- and short-term strategies.

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.

Oliver Lennox is the sole advisor at DaceyHolden Management, LLC in Fort Lee, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been involved with DaceyHolden entities since 2011, including serving as managing member and managing partner of affiliated companies. DaceyHolden Management primarily advises a private pooled investment vehicle and manages a limited number of separately managed accounts for individual and high-net-worth investors. The firm employs a combination of fundamental and quantitative analysis, generally following a long-term trading approach with a focus on equities, and utilizes both long and short positions along with derivatives and leverage.