Craig Cloud is a financial advisor with Apogee Tactical in Stamford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been associated with Apogee Trading, LLC since 2014. Apogee Trading, LLC provides portfolio management services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm employs a combination of charting, fundamental, technical, and quantitative analysis alongside active trading strategies across a broad range of asset classes.

Chien Hoong Wu is the principal advisor at Wu Wealth Advisory, LLC with eight years of experience in the financial industry. He holds Series 65 and Series 66 licenses and has worked previously at Forest Hills Financial Group. In addition to advisory services, Wu is an independent insurance broker licensed to sell annuities, life, health, and long-term care coverage. Wu Wealth Advisory provides customized financial planning and investment consultation to individuals, including high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach, combining passive indexed ETFs with selected active positions, and offers both discretionary and nondiscretionary account management.

Douglas Perkins is the principal of Divergence Capital Management, an independent firm based in Greenwich, CT. He holds Series 66 and Series 63 licenses and has 30 years of industry experience. Prior to founding Divergence Capital Management in 2007, Perkins worked at firms including March Capital Corp, Old City Securities, and Avantax Advisory Services. Divergence Capital Management provides discretionary portfolio management primarily to individual clients, focusing on a stock-selection investment strategy informed by top-down macroeconomic analysis and company-specific fundamental research. The firm constructs concentrated, customized portfolios that may include a range of asset types such as equities, funds, debt instruments, commodities, and currencies.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Mark Santangelo is a CFP® with 28 years of experience in financial advisory services. He is the principal of Titan Financial Services, LLC and also owns a CPA firm, Marsan Associates, PC. In addition to his financial and accounting work, he is involved in real estate development and management through Emerson Associates, LLC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, using client-specific investment policy statements combined with model asset-allocation portfolios and a multi-method security selection process.

Joseph Kalinowski is a CFA® charterholder and Series 63 licensed advisor with three years of industry experience. He is the sole advisor at Alpha Concepts LLC and also consults part-time for Ruterra Partners, a family office. He has been associated with Rutera Group since 2015. Alpha Concepts LLC provides discretionary asset management primarily to institutional and high-net-worth clients through pooled vehicles or mandates. The firm uses proprietary quantitative systematic models across accounts and employs strategies that may include derivatives and option-writing, with a compensation structure based on performance rather than assets under management.

Samuel Muffly is the sole advisor at SM Carlton Advisory, holding a Series 65 credential with four years of industry experience. He works full-time as a Special Gifts Officer for the Northwell Health Foundation, the philanthropic arm of a nonprofit hospital system. His role at SM Carlton Advisory is in addition to his full-time position. SM Carlton Advisory serves individual investors with a $50,000 minimum, providing discretionary portfolio management focused exclusively on publicly traded equities. The firm employs a fundamental analysis approach inspired by investment principles from Warren Buffett, Peter Lynch, and David Gardner, managing individualized, equity-only accounts with a low-turnover, buy-and-hold strategy.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Salo Aizenberg is a financial advisor at Downtown Investment Advisory with four years of industry experience. He holds a Series 65 designation and has been associated with Maytal Asset Management LLC since 2013. Downtown Investment Advisory is an independent SEC-registered firm managing approximately $125 million in discretionary accounts for individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on customized fixed-income portfolios with individually selected bonds and income-producing securities, alongside equity index ETFs, applying fundamental, technical, and credit analysis to support long-term growth, income, and capital preservation.

David Kelly is a CFA® charterholder with 28 years of experience in the financial industry. He is the principal advisor at Three Lakes Advisors, Inc., an independent firm he has been with since 1996. Since 2015, he has also served as an independent trustee of the Abacus FCF ETF Trust. Three Lakes Advisors provides discretionary and nondiscretionary investment management primarily for individual clients, including high-net-worth individuals, as well as small businesses and charitable organizations. The firm combines technical charting with fundamental analysis to implement long- and short-term investment strategies and maintains ongoing client account reviews.

Arthur Norton is the managing director of Araglan Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Private Client Services, LLC and Business and Financial Services Incorporated. Norton has served as an elected member of the Board of Estimate and Taxation in Greenwich, CT, where he holds leadership positions on the Audit and Investment Advisory Committees. Araglan Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and trusts. The firm employs fundamental analysis combined with long-term, short-term, and trading strategies, including the use of options, margin borrowing, and short sales in separately managed accounts.

Richard Blonstein is a CFP® and CPA with 20 years of experience in financial planning and tax compliance. He is the sole advisor at Broad Wealth Management, Inc., an independent firm based in Rye, NY. Blonstein also owns and operates a tax compliance and financial planning business outside of his advisory role. Broad Wealth Management provides personalized financial planning and investment counseling to high net worth individuals, trusts, estates, and businesses. The firm uses proprietary capital-market assumptions and third-party analytics to guide asset allocation and manager selection, operating on a fee-only basis without discretionary trading authority.

Anthony Rouzzo is a CFA charterholder and the sole advisor at Aristo Advisors LLC in New York, NY, with 12 years at the firm and five years of industry experience. His background includes institutional equity research and private portfolio management. Aristo Advisors provides discretionary investment management to individual and high-net-worth clients, focusing on personalized portfolios primarily composed of individual equity securities. The firm employs a research-intensive, value-oriented approach aimed at long-term capital appreciation and typically maintains a very small client base to allow for hands-on management.

Jasdeep Khera is a financial advisor at Yieldwink Capital with five years of industry experience. He holds a Series 66 designation and has worked at RainMaker Securities, Goldsher Group, CION Securities, and Lord Abbett Co. Khera is also the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, private equity, and private credit offerings, and serves as a principal at Goldsher Group, a New York-based alternative investment firm. Yieldwink Capital is a fee-only registered investment adviser that provides discretionary and non-discretionary investment management, retirement plan consulting, and integrated financial planning to individuals and institutional clients. The firm’s approach centers on customized portfolios emphasizing asset allocation, specialist managers, tax management, and continuous oversight, with an uncommon focus on pooled vehicles and pension consulting within a solo independent advisory model.

Jonathan Seif is a financial advisor with The ProFolio Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Betterment Holdings, Inc. since founding The ProFolio Group in 2018. The ProFolio Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with automated rebalancing and tax-loss harvesting, alongside options for individual stock portfolios and covered-call strategies. It also provides formal retirement plan consulting, fiduciary support, participant education, and combines institutional automated ETF platforms with separate stock-trading custodians for specialized mandates.

Shahe Galstian is a financial advisor with 15 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at PRUCO Securities, LLC and The Prudential Insurance Company of America since 2013. Galstian is also a licensed insurance producer and participates in industry educational events and conferences. His firm, Galstian, Shahe, provides discretionary investment management through three model portfolios—Conservative, Balanced, and Growth—allocating across stocks, bonds, mutual funds, and ETFs to meet client objectives. The firm serves individuals, high-net-worth clients, and retirement plan participants, emphasizing diversified, model-based strategies with ongoing monitoring and periodic rebalancing.

Joseph Marino is a financial advisor at Prescott, Adams and Group Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Prescott, Adams and Group since 2005. Outside of his advisory role, Marino has been involved in the wedding services industry for over four decades through Prestige Weddings and provides promotional and administrative services with Arthur Abbott Productions. Prescott, Adams and Group serves a small number of individual and business clients, offering portfolio management, financial planning, and insurance consulting. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis along with long- and short-term trading and options-writing strategies.

Ira Schack is a CFP® with 10 years of experience in financial advising and has been the principal at Highland Wealth Advisors, LLC since 2013. He also operates the Law Office of Ira Schack, focusing on trusts and estates, and is involved in insurance sales and consulting through multiple entities. Schack combines his legal and financial expertise in his professional activities. Highland Wealth Advisors provides financial planning and referral services to individual clients, including high-net-worth individuals. The firm uses a variety of investment strategies and offers planning across multiple areas, often referring clients to third-party money managers.

William Ferdinand is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at The WF Group, LLC since 2012, an independent firm based in Greenwich, CT. The WF Group primarily serves high-net-worth individuals, offering personalized portfolio management and discretionary investment advice. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long-term, short-term, trading, and option-writing to construct customized portfolios aligned with client objectives.

Joseph Pellegrino is the sole advisor at P-Squared Capital Management in Greenwich, CT, with 22 years of industry experience. He holds the CFA® designation and has managed P-Square Investments LLC since 2002. P-Squared Capital Management is an independent, single-advisor firm providing discretionary portfolio management for individual and family clients. The firm employs a combination of top-down and bottom-up analysis, using fundamental, technical, and quantitative methods to construct diversified portfolios across equities, alternative investments, and fixed income.