Joseph Thumpasery is a financial advisor at Fourth Wall Advisors LLC with one year of experience in the industry. He holds Series 65 and Series 63 licenses and has previously worked at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. In addition to his advisory role, he oversees a residential property business in Orlando, Florida. Fourth Wall Advisors LLC is an independent registered investment advisor founded in 2025 that serves pooled or institutional mandates as well as individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a focus on discretionary management of portfolios primarily using options contracts, individual equities, and ETFs, offering both long-term orientation and flexibility for shorter-term trading activities.

Marcantonio Antamoro is a financial advisor with Alpha, holding the Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Alpha RIA LLC since 2021 and previously spent five years at Hilbert 8, LLC. Alpha is an independent, fee-only registered investment adviser that provides personalized separately managed account portfolio management primarily to high-net-worth and ultra-high-net-worth individuals and their families. The firm employs a top-down macroeconomic approach combined with quantitative portfolio construction and behavioral finance, offering diversified, low-turnover allocations across various asset classes.

Adam Johnson is a financial advisor at Bullseye Investment Group with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments, LLC and Kensington Investment Counsel. In addition to his advisory role, he is the founder and editor of Bullseye Brief, a weekly investment letter focused on American innovation. Bullseye IG LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, specializing in U.S. public equity strategies without using third-party managers. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory, maintaining a long-term trading orientation and regular portfolio reviews.

Domingo Ramos is a financial advisor at Swapnick, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Prudential, Policygenius, and Havas prior to his current role. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy. Swapnick, LLC is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs a buy-and-hold investment strategy with global diversification and active monitoring, operating as a single-advisor practice with no account minimums.

Andrew Jarombek is the sole advisor at Jarombek Capital LLC in New York, NY. He holds a Series 65 designation and has prior work experience at Evernorth and Gartner, as well as an academic background from St. Lawrence University. Jarombek Capital LLC is a single-member investment advisory firm providing discretionary portfolio management and investment guidance primarily to individual clients. The firm employs a long-term, buy-and-hold strategy with a focus on fundamental analysis and strategic asset allocation.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, holding Series 63 and Series 65 registrations with 17 years of industry experience. Prior to founding his firm in 2018, he worked at Wilmington Capital Securities, Santander Securities, Merrill, Chase Investment Services, and Morgan Stanley. Outside of his advisory role, Johnson serves as a substitute teacher. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser managing approximately $1.2 million for eight clients. The firm offers a bundled wrap-fee investment program that includes financial planning, portfolio management, and brokerage services, focusing on a value-oriented, long-term, and diversified investment approach primarily on a non-discretionary basis.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent firm based in Newark, NJ. He holds a Series 65 credential and has 21 years of industry experience, including more than two decades leading his own firm since 2002. Palmerton Financial Services, LLC provides discretionary supervisory management of individually managed investment portfolios primarily for individuals, as well as corporations and nonprofit entities. The firm focuses on a long-term investment approach emphasizing fundamental analysis, with portfolios concentrated in a limited number of actively traded equity and convertible securities tailored to client objectives and risk tolerances.

Wills Henriquez is a financial advisor with Ezana Capital Advisers, LLC in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include work at Polk Ave Capital, Inc. and Network 1 Financial Securities, Inc. Henriquez is also the owner of Polk Avenue Capital, Inc., a corporation maintained for tax purposes. Ezana Capital Advisers provides investment advisory and financial planning services to institutions, small- and medium-sized businesses, and individual clients. The firm offers a range of services including holistic financial planning, pension consulting for plan sponsors, and educational seminars, structuring portfolios around clients’ tax situations, risk tolerance, and goals.

Robert Sefcik is the principal advisor at Main & Wall Capital Management, Corp., an independent firm based in Millburn, NJ. He holds Series 65, Series 63, and Series 66 licenses and has 17 years of industry experience. He has been with Main & Wall Capital Management since 2011, following earlier roles within affiliated firms dating back to 2008. Main & Wall Capital Management provides wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a goal-based process centered on capital preservation and risk management, utilizing behavioral finance concepts and model asset-allocation portfolios with both strategic and tactical elements.

Jennifer Brown is a financial advisor at Summer Creek Wealth Management, LLC in New York, NY, with 9 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to founding Summer Creek Wealth Management in 2012, she worked at TIAA-CREF from 2008 to 2012. Summer Creek Wealth Management is a small independent advisory firm providing discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a blended analytical approach and offers specialized services including cost-segregation studies, corporate structure and tax planning, and mortgage and real estate analysis.

Rui Guo Ma is a financial advisor with Savvy Asset Management LLC in New York, NY, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to founding Savvy Asset Management in 2023, Rui worked at Tradeview Markets for six years, where they also serve as a sales manager. Rui has additional experience in securities and foreign exchange markets dating back to 2006. Savvy Asset Management LLC provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on equities. The firm employs a combination of fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary management without an account minimum.

Douglas Grant is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Grant Asset Management, LLC. Prior to founding his independent firm, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Garden State Securities, Inc. Outside of his advisory role, he manages a baseball equipment manufacturing business and is part owner and manager of a bar in Hoboken, NJ. Grant Asset Management provides tailored financial planning, investment advisory, insurance consulting, and retirement-plan services to individuals, families, trusts, charitable organizations, and small businesses. The firm employs a goal-based approach emphasizing behavioral finance and asset allocation, primarily using exchange-traded funds for tax efficiency and cost considerations.

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC with eight years of industry experience. His background includes roles at CitiGroup Global Markets and several fintech startups. Narayanan holds Series 65 and Series 63 licenses. Aetherion LLC is an independent investment adviser providing discretionary portfolio management and related services to individual and high-net-worth clients. The firm employs a structured onboarding process and emphasizes fundamental analysis with diversified, long-term buy-and-hold strategies using ETFs, mutual funds, and select individual securities.

Mark Rizzotti is a financial advisor at Transparent Wealth Solutions with a Series 65 credential and experience spanning roles at JP Morgan and Seramount. He is also a licensed real estate salesperson affiliated with Green Light Realty and co-founder of an online blog providing market commentary. Transparent Wealth Solutions offers fee-only financial planning, coaching, and advisory services to individuals and families, focusing on comprehensive cash-flow analysis, risk management, and long-term, diversified investment strategies. The firm uses a digital custodian platform and provides scheduled client reviews without taking custody of assets.

Mark Painter is a CFA® charterholder with 13 years of industry experience. He has been the sole advisor at Everguide Financial Group, LLC since 2016. Everguide Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, and business owners. The firm integrates fundamental and technical analysis with model portfolios and ongoing monitoring, managing approximately $45 million in discretionary assets as a single-advisor practice.

Alfonso Vigliotti is a financial advisor at US Wealth Management Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Associates, Inc. and MoneyBlock. He is also the founder and president of Wealth Management Centers, LLC, where he provides general business consulting services. US Wealth Management Advisors, LLC offers investment advisory and financial planning services to individuals, family offices, corporations, and institutional clients. The firm employs a multi-disciplined investment process combining macro and micro analysis and manages primarily non-discretionary assets across a range of strategies, including separately managed accounts and turnkey advisory solutions for independent advisors.

Dushyant Pandit is a financial advisor at Dorchester Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dorchester Advisors since 2010. Dorchester Advisors LLC provides discretionary investment management, financial planning, and outside money-manager selection for individuals, businesses, trusts, charities, and endowments. The firm serves a range of clients, including high-net-worth households and small pension and profit-sharing plans, using a fundamentally driven, value-oriented investment approach that emphasizes tailored portfolios and routine monitoring.

I’m Igor Aronov, CFP®, founder of FAR Financial, an independent, fiduciary, advice-only financial planning firm based in Brooklyn, NY. I help business owners, busy professionals, and modern families bring order and clarity to complex financial lives through thoughtful, objective advice on cash flow, taxes, investments, retirement, education funding, business planning and much more. My previous professional life was in design and technology, spending last 20 years as a business owner and a co-founder of FAR Creative, a design and development studio. Leading a business, managing employees, and balancing family responsibilities gave me firsthand experience with the real pressures professionals face when their financial lives become complicated and time is in short supply. That perspective now shapes the way I work with clients: blending technical expertise with empathy and clear communication. My role is to help you see the full picture, make confident decisions, and create a financial structure that supports your life, not the other way around. I am a CERTIFIED FINANCIAL PLANNER® professional and an active member of professional organizations that uphold the highest standards of fiduciary, fee-only planning: FPA, NAPFA, XYPN, Fee-Only Network and Advice-Only Network. I hold a BFA in Photography from the School of Visual Arts and was a winner of illy’s international photographic competition. I live in Brooklyn, NY, with my family and our dog, and I work with clients locally and virtually across the country. Financial planning, for me, is about simplifying complexity and creating a sense of clarity and confidence so you can focus on what matters most in your life. Let’s create a financial plan that fits your story!

Evan Friday is a financial advisor at YRN Industries LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he has worked at Maxim Group LLC and Munson, and he has also been involved in education at the Allen-Stevenson School. Outside of advising, he has experience working as a retail employee at Munson. YRN Industries LLC provides discretionary portfolio management focused on fundamental analysis to select equity securities. The firm serves individual clients by tailoring portfolios to their risk tolerance and investment objectives, employing a single-custodian approach and offering asset-based advisory fees without performance-based charges.

Milan Karki is a financial advisor at Titanhub Capital Management LLC with a Series 65 credential and four years of industry experience. His work history includes roles at Titanhub Investment Trust, Titanhub Capital Management LLC, Everset Federal Credit Union, and Oyesol Inc. He is involved in an immigration and consulting practice outside of his advisory work. Titanhub Capital Management LLC is an independent investment adviser serving individual and small-business clients. The firm offers tailored portfolio management, financial planning, and educational workshops, combining fundamental and technical analysis with strategic asset allocation and risk management techniques.