Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.

Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at CIG Capital Advisors, CIG Asset Management Inc., CIG Securities, and Rueone Investments. Outside of his advisory role, he engages in fixed insurance sales and service as a sole proprietor on a limited basis. Euclid Harding provides financial planning, discretionary portfolio management, and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach using diversified investment vehicles and offers specialized services such as illiquid asset management, retirement-plan advisory under ERISA 3(21), and business advisory support.

Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.

Jay Taparia is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Sanskar Advisors, Inc., an independent registered investment adviser based in Nyack, NY. His prior roles include positions at Climate CFOs, Inc. and New York University, and he has been involved with Sanskar Tax Advisors, Inc. since 2005. Sanskar Advisors provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis, offers diversification across multiple asset classes, and is affiliated with an in-house tax and accounting practice.

John Stein is the sole advisor at Stein Investment Services, an independent firm based in Cortlandt Manor, NY. He holds a Ph.D. in economics and has over 40 years of experience in the investment industry. Stein focuses on managing portfolios primarily composed of no-load and low-load mutual funds and ETFs. Stein Investment Services manages assets for individuals, trusts, estates, and corporations using a fee-only, percentage-of-assets approach. The firm emphasizes macro-fundamental analysis and long-term holdings, with day-to-day oversight conducted by Stein himself.

Mason Tilden is the sole advisor at Tilden Capital Management, LLC, an independent registered investment adviser based in Valhalla, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, having been with his firm since its inception in 2010. Tilden Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary asset-allocation model grounded in Post-Modern Portfolio Theory to construct diversified portfolios, focusing on index- and value-oriented securities and ETFs, with tailored adjustments based on client-specific investment restrictions.

Robert Hu is a financial advisor at Firmiacer Investment LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at JM Cohen & Co. for fourteen years before joining Firmiacer in 2017. Firmiacer Investment LLC provides discretionary investment advisory services to high-net-worth individuals, pooled investment vehicles, and institutional investors. The firm employs a focused, buy-and-hold investment approach based on fundamental, bottom-up equity analysis, typically avoiding leverage and offering specialized services that include performance-based fee arrangements.

Curtis Pope is a CFP®-certified financial advisor with eight years of industry experience, currently operating as the sole advisor at Pope Wealth Planning, LLC in Tarrytown, NY. His prior experience includes roles at Morgan Stanley, Wealthsimple, Ameriprise Financial Services, and Northstar Money, where he also serves as a financial planner for a fintech company focused on employer financial wellness programs. Pope Wealth Planning, LLC provides investment management and financial planning services to individuals, couples, and high-net-worth clients, emphasizing passive portfolio construction through index funds and ETFs combined with fundamental analysis and third-party models. The firm typically operates under non-discretionary trading arrangements, offering a hybrid service model that integrates ongoing planning with model-driven execution.

William Martone is the principal of Martone Capital Management, Inc. in Tarrytown, NY, with over 31 years at the firm and eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent. Martone Capital Management provides fee-based investment advisory and portfolio management services to individuals, high-net-worth investors, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes, managing a majority of assets on a non-discretionary basis with a focus on pension and profit-sharing clients.

Samir Shah is the sole advisor at MBS Mantra, LLC, an independent registered investment adviser based in Stamford, CT. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 12 years at MBS Mantra. MBS Mantra serves high-net-worth and qualified investors, as well as trusts, foundations, corporations, retirement systems, and other institutional clients. The firm offers discretionary portfolio management, outsourced CIO services, and is developing private limited partnership fund structures. Its research-driven investment approach focuses on structured fixed-income products, primarily mortgage-related securities, while maintaining flexibility to use corporate bonds, ETFs, mutual funds, equities, and derivatives for hedging and asset allocation.

Anthony Schiff is a financial advisor at 1230 Advisors, LLC with 30 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before founding 1230 Advisors in 2021. Outside of advisory work, he is a general partner of Solitray LLC, a company serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management and financial planning, using a combination of ETFs, mutual funds, equities, fixed income, and other instruments to build primarily long-term portfolios.

David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.

Matthew Hague is a CFP® and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Guide Wealth Management, LLC since 2015. In addition to his advisory role, he is involved in a tax preparation and representation business that operates seasonally. Guide Wealth Management serves individual and high-net-worth clients, businesses, trusts, and retirement plans by providing wealth management, investment management, and comprehensive financial planning. The firm combines passive portfolio construction with fundamental and cyclical analysis, and integrates tax-managed investing and derivative strategies, supported by an affiliated tax services company.

Hendrik Dijs is the sole advisor at Marathon Investments, LLC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Marathon Investments since its founding in 2011. The firm is an independent, state-registered advisory serving individuals, corporations, and other entities with portfolio management and investment consulting. Marathon Investments manages approximately $10 million across about two dozen clients, offering customized portfolios based on fundamental security analysis and managing assets on a discretionary basis.

Timothy Mcmullan is a financial advisor at IRM Management in Ridgefield, CT, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TJT Capital Group, LLC for 17 years. He is also the editor of The Investor's Strategist newsletter. IRM Management provides discretionary portfolio management to individual and high-net-worth clients, managing approximately $22.5 million. The firm employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, and options, with an emphasis on individualized investment policy statements and regular account reviews.

Frank Welch is the sole advisor at Quarve Associates, LLC, an independent firm based in Stamford, CT. He holds a Series 65 designation and has 28 years of industry experience, having led Quarve Associates since 1993. In addition to his advisory work, he operates an affiliated accounting and tax advisory practice and is licensed as a mortgage loan originator in Connecticut. Quarve Associates provides discretionary investment supervisory services and financial planning to a small client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages tailored portfolios using a variety of instruments and combines fundamental, technical, and cyclical analysis with comprehensive financial planning.

Kenneth Von Kohorn is the sole advisor at Von Kohorn Research & Advisory, Inc. He holds a Series 65 designation and has 27 years of industry experience. He has managed his firm since 1976. Outside of his advisory role, he serves as Board Chairman and Treasurer of the Family Institute of Connecticut, a public policy nonprofit, and as President of the Highmeadow Homeowners Association in Norwalk, CT. Von Kohorn Research & Advisory, Inc. provides discretionary, individually managed portfolio services to individual and high-net-worth clients, tailoring strategies to each accountholder’s objectives and restrictions. The firm employs a broad range of instruments and combines fundamental, technical, and cyclical analysis in its investment approach, frequently utilizing leverage, short positions, hedging, and derivatives.

Richard Parower is a CFA charterholder and principal of Compo Advisors, LLC in New Canaan, CT, with eight years of industry experience. Prior to founding Compo Advisors in 2018, he worked at Voya Investment Management from 2014 to 2018. Compo Advisors provides discretionary investment management and financial planning services to individual investors, high-net-worth clients, trusts, and estates. The firm employs a retirement-focused, long-term investment approach centered on low-cost index funds, ETFs, and mutual funds, utilizing fundamental and technical analysis to guide asset allocation decisions.

John Cooper is a financial advisor at Stuyvesant Capital Management Corporation with 28 years of industry experience. He has been with the firm since 1978. Stuyvesant Capital Management Corporation provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, managing equity and balanced portfolios for high-net-worth and other individual clients. The firm employs a combination of fundamental stock selection and macro and technical inputs, and also offers a licensed trend-following tactical allocation program using ETFs.