Jason Yoo is a financial advisor at Novera Wealth, Inc. with seven years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. His prior experience includes roles at Palisade Capital Management, Goldman Sachs, Altfest Wealth Management, and JP Morgan Securities. Outside of finance, he was involved with Music Is a Gift Inc from 2015 to 2019. Novera Wealth provides wealth management and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm combines asset allocation with Modern Portfolio Theory, using both passive and active strategies alongside various analytical methods, and integrates financial planning and educational seminars into its offerings.

Richard Berse is a financial advisor at Northstar Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been the president of Richard E Berse, CPA, PC, a public accounting and tax planning practice, since 1982. Northstar Financial Advisors serves individuals, trusts, and retirement plans by providing discretionary portfolio management and limited financial planning. The firm emphasizes fundamental, value-oriented analysis with a long-term holding discipline and manages approximately $195 million in discretionary assets.

Asta Sanders is the owner and President of Empowered Retirement, Inc. She brings over 25 years of experience in the financial services industry. She received her Bachelor of Science in Economics from Vilnius University in Lithuania and her CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado, in 2001. In addition, she obtained an Enrolled Agent certification in 2020. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. In addition, she obtained a Certified Private Wealth Advisor® (CPWA®) professional certification administered by the Investments and Wealth Institute® and taught at the Yale School of Management. CPWA® professionals must demonstrate at least five years of client-centered experience and spend a material amount of their business hours working directly with high-net-worth clients. Advisors who have earned the CPWA® credentials have the specialized knowledge and skills to guide sophisticated clients through the accumulation, preservation, and distribution of wealth. She is passionate about helping clients bring all the pieces of their financial life together into a single coherent plan and ensure it evolves in tandem with their changing circumstances. She has guided clients through various investment options to help them reach their goals and fulfill their dreams. After completing your initial plan, we'll work closely with you throughout our relationship. Typical areas in which we provide ongoing advice are: • annual portfolio withdrawal strategies • establishing a spending plan • Roth conversions • establishing when to claim Social Security • selecting pension payment types • transferring and/or consolidating investment accounts • reallocating investment portfolios • determining health insurance options • amending insurance coverage • updating estate documents and beneficiary forms • changing income tax withholding elections When Asta is not helping her clients, you will find her hiking, traveling, or spending quality time with her family and friends.

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC with 8 years of industry experience. He held roles at CitiGroup Global Markets and several fintech firms before joining Aetherion. His credentials include the Series 65 and Series 63 licenses. Aetherion LLC provides discretionary portfolio management and related services to both individual and high-net-worth clients. The firm uses a structured onboarding process to tailor asset allocation and investment recommendations based on fundamental analysis and diversified long-term strategies, primarily utilizing ETFs, mutual funds, and select individual securities.

John Eichler is an independent financial advisor at Omega Strategies LLC with 23 years of industry experience. His background includes roles at UBS Financial Services, Equitable Advisors, and SMBC Nikko Securities America, Inc. He has also served as an academic lecturer at Parker College of Business of Georgia Southern University since 2014. Omega Strategies LLC provides discretionary and non-discretionary asset management, financial planning, and limited-scope consultations for individuals and high-net-worth clients. The firm offers tailored investment programs using a combination of fundamental, technical, and cyclical analyses, along with Modern Portfolio Theory, options strategies, and sub-advisors. It also publishes a subscription-based market commentary newsletter.

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. His background includes roles at Munson and Serve U Brands, as well as a longstanding position at a school since 2013. YRN Industries LLC provides discretionary portfolio management focused on fundamental equity analysis tailored to individual client risk tolerance and investment objectives. The firm employs strategies including margin borrowing and short positions, requires accounts at Interactive Brokers, and offers performance-based fee arrangements for qualified clients.

Vinod Iyer is a financial advisor at Gaelin LLC with Series 63 and Series 65 licenses. He has over 12 years of industry experience, including a prior role at Macquarie from 2013 to 2025. Gaelin LLC provides portfolio management and online access to public and private market investment themes for accredited, qualified, and high-net-worth clients. The firm focuses on long-term strategies across various asset classes and emphasizes client-directed investment decisions, typically without discretionary trading authority.

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.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Yaakov Barr Zvulun is a PFS™ credentialed advisor with 11 years of industry experience. He has been with Barr CPA LLC since 2005. The firm provides accounting, tax, and financial planning services to individuals, high-net-worth clients, charities, and business entities. Barr CPA LLC focuses on individualized financial plans, tax planning, business valuation, and forensic accounting, offering long-term, buy-and-hold investment recommendations without discretionary trading or custody of client assets.

Bryan Weisgal is affiliated with RUTH and holds a Series 65 designation. He has prior experience at My Technology, Inc. and Lowenstein Sandler LLP, and attended the University of Georgia School of Law. Ruth provides investment advice to individual retail clients through a single, long-term buy-and-hold strategy focused on U.S. large-cap equity exposure via the SPDR S&P 500 ETF. The firm operates a digital-first, non-discretionary platform that uses a flat advisory fee and offers optional nonrecourse margin lending.

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.

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.