Jonathan Seif is a financial advisor with The ProFolio Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Betterment Holdings, Inc. since founding The ProFolio Group in 2018. The ProFolio Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with automated rebalancing and tax-loss harvesting, alongside options for individual stock portfolios and covered-call strategies. It also provides formal retirement plan consulting, fiduciary support, participant education, and combines institutional automated ETF platforms with separate stock-trading custodians for specialized mandates.

Shahe Galstian is a financial advisor with 15 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at PRUCO Securities, LLC and The Prudential Insurance Company of America since 2013. Galstian is also a licensed insurance producer and participates in industry educational events and conferences. His firm, Galstian, Shahe, provides discretionary investment management through three model portfolios—Conservative, Balanced, and Growth—allocating across stocks, bonds, mutual funds, and ETFs to meet client objectives. The firm serves individuals, high-net-worth clients, and retirement plan participants, emphasizing diversified, model-based strategies with ongoing monitoring and periodic rebalancing.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at Wilmington Capital Securities LLC and Santander Securities LLC. Outside of his advisory work, he has served as a substitute teacher at the Hoboken School of Education and works as a transportation driver. Johnson Capital Global Advisory L.L.C. is an independent firm serving a small number of individual and small-business clients, focusing on financial planning, portfolio management, and business consulting. The firm manages primarily non-discretionary accounts with an investment approach centered on value investing and broad diversification, and it offers a wrap-fee program alongside educational workshops.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent registered investment adviser based in Newark, NJ. He holds a Series 65 designation and has 20 years of industry experience, managing his own firm since 2002. Palmerton Financial Services primarily serves individual clients as well as corporate and nonprofit organizations, offering discretionary supervisory management of customized investment portfolios. The firm employs a long-term, fundamental equity-oriented investment approach focused on a limited list of large, well-covered companies, with low turnover and portfolios tailored to client risk tolerance and objectives.

Wills Henriquez is a financial advisor at Ezana Capital Advisers, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Polk Ave Capital, Inc. and Network 1 Financial Securities, Inc. Henriquez is the owner of Polk Avenue Capital, Inc., a tax-related corporation unrelated to investment activities. 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, and educational seminars, with an investment approach tailored to clients’ tax situations, risk tolerance, and goals.

David Warshaw is a CFP® and ChFC® with 20 years of industry experience. He is the principal advisor at The WealthPlan LLC, an independent firm based in Great Neck, NY. Prior to founding The WealthPlan LLC and WealthPlan Risk Management LLC in 2020, he worked at Blueprint Wealth Alliance LLC and American Portfolios Financial Services, Inc. Warshaw is also a licensed insurance agent, focusing on life insurance, fixed annuities, and related products. The WealthPlan LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $73.8 million in assets and offers customized portfolio construction based on client goals, time horizons, and risk tolerance, incorporating a range of investment strategies and advising on held-away workplace accounts and digital asset custody.

Jennifer Brown is a financial advisor at Summer Creek Wealth Management, LLC in New York, NY, with 8 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Summer Creek Wealth Management since 2012. Summer Creek Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and standalone financial planning and consulting. The firm offers specialized business and real estate planning services alongside a tailored investment process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios.

Rui Guo Ma is a financial advisor at Savvy Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Tradeview Markets, Eddid Securities USA Inc., and Fx Direct Dealer. Outside of advisory work, she serves as a Sales Manager with Tradeview Markets. Savvy Asset Management LLC is a single-advisor registered investment adviser formed in 2022 that provides ongoing portfolio management and prepares Investment Policy Statements for individuals, high-net-worth clients, and business entities. The firm focuses on equities using fundamental, quantitative, and technical analysis, employing both long- and short-term trading strategies with discretionary authority.

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.

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC with credentials including Series 63 and Series 65, and over a decade of experience in financial services. His work history includes roles at CitiGroup Global Markets, an early-stage fintech startup, ANSR Source Content US LLC, and Mercor Intelligence before joining Aetherion. Aetherion LLC is a state-registered investment adviser providing discretionary portfolio management and related services to both individual and high-net-worth clients. The firm employs a structured onboarding process to tailor asset allocation and investment strategies, focusing on fundamental analysis and diversified long-term buy-and-hold approaches using ETFs, mutual funds, and select individual securities.

Barry Picker is a CFP® professional with over 20 years of experience at Calculated Financial Solutions, LLC and more than 21 years at Picker & Auerbach, CPAs P.C. He provides financial planning and investment advisory services from Cedarhurst, NY. Calculated Financial Solutions, LLC serves individuals, trusts, and estates by tailoring portfolios and plans to client goals, time horizons, and risk tolerances. The firm combines asset allocation with fundamental and technical analysis and offers integrated tax and financial planning through its affiliation with an accounting 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.

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 Series 65-licensed financial advisor with YRN Industries LLC based in New York, NY. He has no prior securities industry experience and is currently the sole advisor at his firm. Outside of his advisory role, he has held various positions in retail and education sectors. YRN Industries LLC provides discretionary portfolio management services tailored to individual clients’ risk tolerance and financial profiles. The firm uses fundamental analysis for security selection and offers performance-based fee arrangements to qualified investors.

Martin Fridson is a CFA® charterholder with over a decade of industry experience. He is a principal at Lehmann, Livian, Fridson Advisors, LLC and also serves as sole proprietor and CEO of Fridsonvision LLC and Income Securities Advisors LLC, the latter of which publishes a monthly investment newsletter. Additionally, he works part-time producing research reports and market updates for Porter Research. Lehmann, Livian, Fridson Advisors primarily serves high-net-worth individuals and similar accounts, managing approximately $68 million across about 50 client relationships. The firm employs a top-down macro framework combined with fundamental and technical analysis to construct customized, income-oriented portfolios and offers both discretionary and non-discretionary management, including an automated ETF-based strategy through its LivX Digital Investment Portfolios program.

Milan Karki is a financial advisor at Titanhub Capital Management LLC with six years at the firm and a total of four years in the industry. He holds a Series 65 designation and has prior experience at Everset Federal Credit Union. Outside of advisory work, he is involved with Oyesol Inc., a business he has been associated with for over ten years. Titanhub Capital Management LLC provides investment advisory services to individuals and small businesses, offering financial planning, portfolio management, and educational workshops. The firm employs a combination of fundamental and technical analysis alongside various portfolio construction frameworks and risk metrics, serving a modest client base with both discretionary management and group seminars.

Deva Panambur is a CFP®, CFA®, and Series 66-registered financial advisor with 16 years of industry experience. He has been with Sarsi, LLC since 2010, serving as the sole advisor at the firm. Sarsi, LLC provides comprehensive financial planning, investment supervisory services, and consulting to individuals, high-net-worth clients, and select institutions. The firm designs customized portfolios based on strategic asset allocation, macroeconomic and quantitative analysis, and ongoing manager due diligence, with a notable focus on options strategies for downside protection and income generation.

Christina Davis is a financial advisor at Mikhael Paul with Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Northwestern Mutual, Bank of America, Merrill, and Morgan Stanley. Outside of finance, she is the owner of Queendom Company, a music creation business. Mikhael Paul Wealth Management provides financial planning, portfolio management, and corporate financial-planning services to corporations, small businesses, charitable organizations, and individual investors. The firm offers customized advisory services including discretionary portfolio management and tax-optimization strategies, as well as non-advisory business management support through an internal division.

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.

James Keenan Jr. is the sole advisor at Keenan Private Wealth Management in New York, NY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has led Keenan Investment Management, Inc. since 2001. Keenan Private Wealth Management serves individual clients by providing private wealth management, financial planning, and investment consulting through written plans or ongoing advisory relationships. The firm primarily utilizes third-party managers via the BNY Advisors Managed 360 wrap program, focusing on tailored asset allocations and periodic portfolio reviews while clients retain responsibility for custody and implementation.