Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

Arthur Flores is a CFP® and holds a Series 66 license, with six years of industry experience. He is the principal advisor at Flores Wealth Planning, LLC, an independent firm based in New York, NY. Outside of his advisory work, he serves part-time as a family life and personal finance counselor for a human services organization supporting military and veterans. Flores Wealth Planning, LLC provides financial planning, investment consultation, and employee benefit plan consulting to individuals, families, trusts, estates, and pension/profit-sharing plans. The firm follows a fiduciary standard and employs a diversification-focused, long-term investment approach using passive, low-cost vehicles, offering both discretionary supervisory services and access to institutional platforms and third-party managers.

James Higley is a financial advisor at Eames Financial in Florham Park, NJ, holding a Series 63 designation with 20 years of industry experience. He has been with Eames Financial since 1994. Eames Financial provides investment management and financial counseling to individuals, trusts, and charitable foundations. The firm employs a multi-step, goals-driven process emphasizing fundamental analysis and broad diversification, managing the majority of client assets on a non-discretionary basis while offering tailored portfolio solutions and comprehensive planning services.

Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

Yuheng Fu is a CFA® charterholder based in New York, NY, with experience that includes roles at Three Dots Capital and Microsoft prior to founding Three Dots Advisory LLC. Fu has been working in financial advisory since 2026. Three Dots Advisory LLC serves high-net-worth individuals by providing discretionary portfolio management through separately managed accounts and non-discretionary hourly investment consulting. The firm focuses on U.S.-listed equities, ETFs, and exchange-listed options, offering both active long and index-enhancement strategies tailored to client preferences.

James Vitiello is the sole advisor at Fifth Avenue Wealth Advisors LLC in New York, NY, holding Series 63, 65, and 66 designations with five years of industry experience. He has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser serving high-net-worth individuals and institutional clients such as pension and profit-sharing plans. The firm uses fundamental analysis combined with strategic and tactical asset allocation, focusing on long-term holdings and periodic rebalancing, and manages portfolios primarily through a third-party platform with discretionary authority when agreed.

Shi Zhou is an investment advisor at Stone Capital Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Craft Capital Management, LLC, CAPE Securities Inc., and Wilmington Capital Securities, LLC. Stone Capital Partners is a single-manager investment adviser serving accredited individual investors with discretionary portfolio management. The firm employs a technically driven trading strategy focused on momentum indicators and swing-trading, primarily in listed equities and options, managing risk through position sizing, stop orders, and policies against naked option positions.

Salma Abdulla is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. She has been with E. Magnus Oppenheim & Co., Inc. since 2005, serving as a portfolio manager. Outside of her advisory role, she volunteers as Vice President for the Insight Meditation Society, overseeing the organization's investment endowment. E. Magnus Oppenheim & Co., Inc. provides discretionary portfolio management, financial consulting, and investment research to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on fundamental equity research of larger NYSE- and NASDAQ-listed companies, managing portfolios with a conservative approach emphasizing diversification and dividend yield.

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.

Gary Feldman is the sole advisor at Grand Ridge Capital, LLC, a state-registered independent investment adviser based in Roseland, NJ. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been managing Grand Ridge Capital since 2005. Grand Ridge Capital manages approximately $4.95 million across nine client accounts, serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages accounts on a non-discretionary basis and employs a range of investment strategies including fundamental research, technical analysis, and allocations to independent managers and alternative investments.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Stifel Nicolaus & Co Inc and B. Riley Wealth Management. Outside of his advisory role, he is involved with Legacy Trust and Capital Partners, providing referral services. Genesis Financial Group offers discretionary portfolio management and investment analysis to individuals, including high-net-worth clients, as well as small businesses. The firm employs a combination of quantitative, fundamental, technical, economic, and charting analysis, utilizing both long- and short-term strategies alongside strategic asset allocation.

Jennifer W. Kang, CFP® brings more than 20 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer’s passion for the financial services industry was born in 2006 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and HSBC and over the span of nearly two decades, she worked her way up to the Financial Planner she is today. JWK is a flat fee-only platform that offers comprehensive financial planning for first generation wealth building professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

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.

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.

Matthew Epstein is a CFA® charterholder with six years of industry experience. He is the sole advisor at Newstead Capital Management, an independent firm, and previously worked at 180 Degree Capital Corp. and Evermore Global Advisors LLC. Newstead Capital Management provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a high-conviction, concentrated investment strategy focused on smaller market-cap companies, combining fundamental, cyclical, and legal analysis in its portfolio decisions.

Charles Helme is a financial advisor at BH Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with BH Asset Management since 2013. BH Asset Management provides proprietary investment management services primarily to high net worth individuals, employing a fundamental investment approach that integrates macroeconomic and sector analysis with company-level financial reviews. The firm manages client accounts on a discretionary basis and emphasizes individualized portfolio strategies without participating in soft-dollar arrangements or holding client assets.

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.

James Christopher is a financial advisor at Apeiron Wealth Service with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior work includes roles at LPL Financial, Santander Securities, and several advisory firms. Outside of advising, he serves on the board of Credit Connect Technologies and consults for Apeiron Solutions Inc. Apeiron Wealth Service provides investment management and financial planning services to individual and high-net-worth clients. The firm offers customized asset-allocation strategies using both fundamental and technical analysis, with discretionary and non-discretionary portfolio management, and does not require a minimum account size.

Colin Slabach is a CFP® professional at Meridian Atlas Planning with one year of industry experience. He holds a doctorate in personal financial planning and has served as a university professor at New York University since 2022. Prior to that, he was affiliated with The American College of Financial Services and Texas Tech University. Meridian Atlas Planning is an independent, fee-only firm that provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an investment approach based on asset allocation, blending passive and active strategies rooted in fundamental analysis and Modern Portfolio Theory, with an emphasis on discretionary portfolio management and personalized investment policies.

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.