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.

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.

Vinod Iyer is a financial advisor at Gaelin LLC with Series 65 and Series 63 licenses. He previously worked at Macquarie for 12 years before starting at Gaelin in 2025. Vinod has no industry experience prior to his current role. Gaelin LLC provides advisory services to high-net-worth individuals and entities that meet accredited or qualified client standards. The firm offers non-discretionary portfolio management for public market securities and advisory access to private market products, combining public-market analysis with private manager due diligence and emphasizing long-term investment strategies.

Deva Panambur is a CFP®, CFA®, and Series 66-licensed advisor with 16 years of experience. He has led Sarsi, LLC since its founding in 2010. Sarsi serves individuals, high-net-worth clients, and institutions with comprehensive financial planning, investment supervisory services, and consulting on asset managers and private funds. The firm employs a strategic asset allocation approach informed by macroeconomic and quantitative analysis and utilizes options and derivatives in separately managed accounts as part of its risk management strategy.

Donald Davret is a financial advisor at FloMartin Securities Corporation in Morristown, NJ, holding Series 63, 65, and 66 licenses with two years of industry experience. He has been with FloMartin Securities since 2014. FloMartin Securities Corporation provides investment advisory and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $4.4 million in assets. The firm uses written Investment Policy Statements and model portfolios to tailor asset allocation and security selection, primarily managing assets on a non-discretionary basis while employing active trading tools that may increase portfolio volatility.

Sunsierre Atkinson is a CFP® professional with two years of industry experience, currently affiliated with Team Financial Planning in Union, NJ. Prior to this, Atkinson worked at DTCC from 2015 to 2021 and is the founder of Teach Everyone About Money LLC, a coaching and teaching business. Team Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients as well as employer plan sponsors and other organizations. The firm provides discretionary portfolio management and financial planning, employing a blend of passive and active strategies alongside fundamental, technical, and cyclical analysis, with options for socially responsible investing upon client request.

Tabor Butler is the sole advisor at The Butler Group LLC, an independent registered investment adviser based in New York, NY. He holds a Series 66 designation and has five years of industry experience, with The Butler Group LLC operating since 2004. The Butler Group LLC primarily serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension accounts. The firm provides financial planning and discretionary portfolio management, using a tailored asset allocation approach based on fundamental analysis, multiple research ratings, and geopolitical commentary.

Richard Taborda is a CFP® with 15 years of experience in wealth management and insurance services. He is the president and investment adviser representative of LBT Wealth Management, LLC, where he has worked since 2011. His prior experience includes roles at Freeman Capital Advisors, LLC and Wealth More Enterprise, Inc. LBT Wealth Management, LLC provides investment supervisory and financial planning services to individual clients, preparing tailored Investment Policy Statements and managing portfolios that utilize both long- and short-term trading strategies, including leverage and derivatives. The firm also offers financial planning across insurance, retirement, college, and debt matters, and manages held-away employer retirement plan assets through a third-party system.

John Donnelly III is the sole advisor at Paulo Financial Advisors, LLC, an independent registered investment adviser based in Staten Island, NY. He holds Series 65 and Series 66 licenses and has seven years of experience with the firm. Paulo Financial Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm combines fundamental analysis and asset allocation with the use of mutual funds, ETFs (with a tilt toward index funds), and model portfolios, offering both discretionary and non-discretionary investment management and financial planning services.

Bryan Weisgal is a financial advisor at Ruth with a Series 65 designation. He has no prior industry experience but has worked in legal and technology roles, including at Lowenstein Sandler LLP and My Technology, Inc. He also completed law school at the University of Georgia. Ruth is an independent advisory firm serving individual retail clients through a digital-first, non-discretionary platform. The firm focuses on a single long-term buy-and-hold investment strategy using the SPDR S&P 500 ETF (SPY) and offers clients exposure to the U.S. large-cap equity market with a flat advisory fee structure.

Nevada Carter is a financial advisor at Elessar Wealth with a Series 65 designation and one year of industry experience. Prior to joining Elessar Wealth, Carter held roles at Columbia University and Dynamic Wealth Strategies. Elessar Wealth is a registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes tailored client strategies through individualized investment objectives, portfolio management, and the option to allocate assets to third-party managers.

Leslie Lewis is the Chief Executive Officer and Chief Compliance Officer of MultiGenerational.Black Inc., with three years of industry experience. She holds a Series 65 designation and has a background that includes roles at Business Insider, Bookmark Publications, and Broadview Phoenix Productions. Outside of her advisory work, Ms. Lewis serves as a board member Emeritus of the Reginald F Lewis Foundation, oversees publishing at Bookmark Publications, produces theater and film projects with Broadview Phoenix Productions, and organizes events for Black Harvard Alumni United, LLC. MultiGenerational.Black Inc. provides discretionary investment management and comprehensive financial planning to individuals, estates, businesses, and retirement plans, including 401(k) plan design services. The firm operates as a fiduciary and employs a fundamental, long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by educational programming and fee-based training products aimed particularly at increasing financial fluency among first-time African American stock market investors.

Stephen Parker is the principal of TSN Management Inc. in New York, NY, holding Series 63, 65, and 66 licenses with 39 years of industry experience. His career includes multiple periods at TSN Management and positions at Cape Securities and Dawson James Securities. TSN Management Inc. serves primarily individual clients who are not high-net-worth, offering advisory and brokerage services with a focus on portfolio management for pooled investment vehicles. The firm combines broker-dealer affiliation with performance-based fee arrangements, operating on a small scale with direct client service by its principal.

Christopher Colyer is a financial advisor at CMC Wealth LLC with five years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to founding CMC Wealth LLC in 2025, he worked at EisnerAmper Wealth Management & Corporate Benefits, LLC, Eisner Advisory Group LLC, and Wiss Private Client Advisors, LLC. He is also an accountant and owner of CMC Advisors LLC and operates as an independent licensed insurance agent. CMC Wealth LLC provides portfolio management services to individuals and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. The firm requires client approval for investment decisions and offers regular portfolio monitoring and reporting.

Linda Krayton is the principal advisor at E.C. Krayton Associates, Inc., an independent firm where she has worked since 1993. She has 22 years of industry experience. In addition to her advisory role, she is president of a separate tax preparation business operated part-time by an employee. E.C. Krayton Associates, Inc. provides discretionary portfolio management for individuals, families, trusts, and estates, focusing on long-term, income-oriented investments tailored to client goals and risk tolerance. The firm manages a small client base with portfolios that may include equities, bonds, municipal and U.S. government securities, certificates of deposit, and interests in partnerships such as oil and gas.

After almost two decades on Wall Street, Jay decided to follow his passion of helping like-minded working professionals and families achieve their financial goals. With experience spanning across financial planning, investment research, portfolio construction, and alternative investments, Jay has extensive and diverse perspectives to help clients secure their financial futures. His client base has spanned the rising affluent to the ultra-high net worth. Jay has been quoted in media outlets such as the Wall Street Journal, Bloomberg, and Barron's and has attained the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Analyst® (CFA) certifications, widely considered gold standards in financial planning and investment designations.

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.

Ronnie Massey is the principal of Massey Financial and holds Series 63 and Series 65 licenses, with 23 years of experience in the financial industry. He has led Massey Financial Group since 2015. Massey Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses both fundamental and technical analysis across various asset classes and manages a limited client base with accounts held at independent custodians.