Mitchell Spiegel is a CFA® charterholder with four years of industry experience, currently serving as the sole advisor at Enterprise Value Capital Management, LLC. His prior work includes roles at Kildonan Castle Asset Management and Global Credit Advisers, along with periods of self-employment. Enterprise Value Capital Management provides portfolio management services to individuals, high-net-worth clients, pooled investment vehicles, and other advisers. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis alongside modern portfolio theory, while tailoring risk tolerance through documented Investment Policy Statements.

Emily Maretsky is a financial advisor at Educated Financial Planning with a Series 65 designation and two years of industry experience. Her background includes roles in education and financial coaching, including positions with the NYC Department of Education and Teacher Financial Coach, LLC. Educated Financial Planning is a fee-only independent advisory firm that serves individual clients, particularly education professionals. The firm provides investment management and financial planning services, emphasizing long-term asset allocation and offering educational resources such as public seminars, newsletters, and courses tailored to educators.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

Gregory Silver is a CFA® charterholder and the sole advisor at Silver Advisors, LLC, an independent firm based in New York, NY. He has nine years of experience with Silver Advisors and seven years previously at Schroders Investment Management. Silver Advisors LLC provides investment management, financial planning, and tailored real estate consulting services to individuals, institutions, and business clients. The firm employs a research-driven approach focused on fundamental analysis, risk-adjusted sizing, dynamic cash management, and options strategies, offering customized guidance primarily on a non-discretionary basis.

Chien Hoong Wu is the principal advisor at Wu Wealth Advisory, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Forest Hills Financial Group and NMP Planning Company, Inc. in prior roles. Wu is also an independent insurance broker licensed to sell annuities, life, health, and long-term care coverage. Wu Wealth Advisory serves individuals, including high-net-worth clients, and small businesses with customized financial planning, investment consultation, and portfolio management. The firm employs a Core + Satellite investment strategy, blending passive indexed ETFs with selective active positions, and offers both discretionary and nondiscretionary account management.

Richard Daskin is a CFP® and CFA® with 16 years of industry experience. He is the principal of RSD Advisors, an independent firm he has led since 2010, and has provided consulting services on municipal bond pricing to Harvest Investments since 2008. RSD Advisors offers financial planning and discretionary investment management to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses fundamental analysis to guide diversified portfolios and manages accounts primarily on a discretionary basis, with a focus on tailored risk tolerance and time horizons.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Samuel Muffly is the sole advisor at SM Carlton Advisory, holding a Series 65 credential with four years of industry experience. He works full-time as a Special Gifts Officer for the Northwell Health Foundation, the philanthropic arm of a nonprofit hospital system. His role at SM Carlton Advisory is in addition to his full-time position. SM Carlton Advisory serves individual investors with a $50,000 minimum, providing discretionary portfolio management focused exclusively on publicly traded equities. The firm employs a fundamental analysis approach inspired by investment principles from Warren Buffett, Peter Lynch, and David Gardner, managing individualized, equity-only accounts with a low-turnover, buy-and-hold strategy.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Mark Pepper is a Series 65-licensed financial advisor with eight years of industry experience. He has been with MRC Group LLC since 2016 and previously worked in business development and sales consulting from 2009 to 2016. MRC Group LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, using Investment Policy Statements to document goals, tax considerations, and risk tolerance. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, implements long-term equity exposure alongside options strategies, and offers consulting services to small businesses that may integrate with client work.

James Manfredonia is a financial advisor at Fig Tree Financials LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Marco Polo Securities Inc. and MPX Cross-Border Finance. He also serves as an adjunct professor at Fordham University. Fig Tree Financials LLC provides customized investment advisory services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs both fundamental and technical analysis with a primarily long-term investment orientation, constructing portfolios from equities, ETFs, mutual funds, and covered options based on client risk tolerances.

Zhirun Gao is a financial advisor at Easytransfer Corporation with a Series 65 credential and approximately four years of industry-related experience, including roles at Columbia University and Ohio State University. Gao’s work history includes multiple periods at Easytransfer Corporation and experience at Angelis Wealth Group, Inc. and UpHonest Capital. Easytransfer Corporation provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, using a range of investment analyses and a combination of long-term and short-term trading strategies. The firm also operates a financial-technology business that facilitates international education payments and accepts performance-based fees for qualified clients.

Leonard Ellis is a financial advisor at Mohawk Capital Advisors, LLC in New York, NY, with 4 years of industry experience. He holds a Series 63 designation and has worked at Atlas Merchant Capital, LLC since 2022 as a Managing Director and Fund Manager. Ellis also has experience with Service Academy Capital Management, LLC and has been with Mohawk Capital Advisors since 2014. Outside of his advisory role, he manages a fund through Atlas Merchant Capital. Mohawk Capital Advisors provides discretionary portfolio management for individuals, institutional, and non-profit clients, employing a fundamental analysis-based investment process that may include technical tools and options strategies. The firm operates with full trading discretion and uses borrowing within managed accounts, serving approximately 36 client accounts with about $35.5 million in assets under management.

Joseph Thumpasery is the principal of Fourth Wall Advisors LLC, a registered investment advisor founded in 2025. He holds Series 63 and Series 65 licenses and has prior experience at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. Outside of his advisory work, he manages a passive residential property business. Fourth Wall Advisors serves pooled or institutional mandates as well as individual, high-net-worth, trust, estate, and business clients. The firm employs a fundamental-analysis approach focused on discretionary portfolios that primarily utilize options contracts, with strategies that may be concentrated and are subject to ongoing monitoring and formal annual reviews.

Marcantonio Antamoro is a financial advisor at Alpha with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill Lynch, Bank of America, and Hilbert 8 prior to joining Alpha. Alpha is a fee-only registered investment adviser serving high-net-worth and ultra-high-net-worth individuals and their families. The firm employs a combination of top-down macroeconomic analysis, quantitative portfolio construction, and behavioral finance, offering personalized portfolio management with an emphasis on long-term, risk-controlled asset allocation.

Anthony Rouzzo is a CFA® charterholder and principal of Aristo Advisors LLC, an independent firm based in New York, NY. He has 12 years of experience at Aristo Advisors, which he founded in 2014. Aristo Advisors provides discretionary investment management and portfolio construction for individual and high-net-worth clients, focusing on long-term capital appreciation primarily through individual equity securities. The firm employs a research-intensive, value-oriented investment process combining quantitative and qualitative analysis, with a portfolio approach that includes concentrated positions, short sales, and tactical trades.

Adam Johnson is a financial advisor at Bullseye Investment Group with three years of industry experience. He previously worked at Adviser Investments, LLC and Kensington Investment Counsel. Johnson is the founder and editor of Bullseye Brief, a weekly investment letter focused on American ingenuity, which he has authored since 2015. Bullseye IG provides discretionary portfolio management and ongoing investment advice to individual and high-net-worth clients, focusing primarily on U.S. public equity strategies. The firm employs a combination of technical and fundamental analysis along with modern portfolio theory to guide investment decisions.

Domingo Ramos is a financial advisor at Swapnick, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Prudential, Policygenius, and Havas. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy initiatives. Swapnick, LLC is a fee-only, state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers personalized portfolio management with a buy-and-hold strategy, global diversification, and active monitoring, operating as a single-advisor practice without 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.

Jasdeep Khera is a financial advisor at Yieldwink Capital with five years of industry experience. He holds a Series 66 designation and has worked at RainMaker Securities, Goldsher Group, CION Securities, and Lord Abbett Co. Khera is also the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, private equity, and private credit offerings, and serves as a principal at Goldsher Group, a New York-based alternative investment firm. Yieldwink Capital is a fee-only registered investment adviser that provides discretionary and non-discretionary investment management, retirement plan consulting, and integrated financial planning to individuals and institutional clients. The firm’s approach centers on customized portfolios emphasizing asset allocation, specialist managers, tax management, and continuous oversight, with an uncommon focus on pooled vehicles and pension consulting within a solo independent advisory model.