Richard Pasiuk is a financial advisor at Duracapital with three years of industry experience. He holds a Series 65 designation and has worked at Duracapital since 2017. Pasiuk also has a long tenure at Con Edison beginning in 2005. Duracapital provides portfolio management and pension consulting services primarily to pension, profit-sharing, and 401(k) plans, as well as to individuals, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies and instruments tailored to clients’ objectives, with a focus on ongoing account monitoring and asset allocation.

Priyanka Ranjan is a financial advisor at Pioneer Advisory LLC holding a Series 65 designation with experience at Goldman Sachs & Co. LLC, Venerable, J.P. Morgan Chase & Co., and Fidelity Investments. Prior to entering the industry, Ranjan completed five years of full-time education. Pioneer Advisory operates PiTrade, an SEC-registered internet investment adviser delivering automated, algorithm-driven portfolio management and copytrading through a mobile application. The firm uses a subscription-based model and provides continuous automated advisory services with real-time monitoring and adjustments to align with client risk tolerance and objectives.

Kyrill Asatur is a financial advisor at Centerfin Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gallatin Capital LLC, Jerica Capital Management, and Golub Capital. In addition to his advisory role, he operates Sophron Advisors, focusing on private placement activities as a registered representative. Centerfin Capital provides discretionary portfolio management primarily to non-high-net-worth individual investors through a web-based suitability process and model portfolios. The firm combines strategic asset allocation with tactical positioning across multiple asset classes, managing portfolios mainly with ETFs, mutual funds, and occasional individual securities.

Woongkee Min is a financial advisor at Stewards Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked at Porro & Co for five years before joining Stewards Asset Management in 2020. Stewards Asset Management provides tailored investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, foundations, and corporate clients. The firm combines bottom-up fundamental analysis with top-down macro views, supplemented by technical analysis and ESG considerations, to construct global portfolios across various time horizons.

Martin Costello is a financial advisor with Preakness Retirement Advisors, LLC in Verona, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Aura Financial Services, Inc. since 2005. Preakness Retirement Advisors offers diversified asset-allocation advice and financial planning to individuals, qualified retirement plans, trusts, estates, corporations, and other business entities. The firm emphasizes a non-discretionary investment approach using low-expense index funds and combines fundamental and technical analysis within a modern portfolio theory framework.

Andy Liang is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Sylo Planning. He previously worked at Charles Schwab & Co., Inc. for eight years before founding Sylo Planning in 2024. Outside of his advisory role, Liang is involved in real estate investment and property management through several LLCs. Sylo Planning, LLC is an independent, fee-only registered investment adviser providing financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes asset allocation using Modern Portfolio Theory and a combination of passive and active strategies, managing most assets on a non-discretionary basis and offering both ongoing and project-based planning engagements.

Nikolaos Paloumbis is a financial advisor at Retired Capital LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital, L.P. He is also the fund manager of VC Fund Ventures LLC, focusing on pre-IPO and private equity investing. Retired Capital LLC is a single-advisor independent investment adviser serving high-net-worth individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management across public and private instruments, combining fundamental, quantitative, technical, and charting analysis with strategies ranging from long-term investing to short-term trading and private fund advisory services.

Rachael Lam is a CFP® professional affiliated with Auriex Wealth Advisors LLC in New York, NY, with experience dating back to 2009. She has worked at Bank of America and currently operates a tax and bookkeeping practice alongside her advisory role. Lam also holds a real estate license with Real Broker, LLC. Auriex Wealth Advisors LLC provides fee-only investment management, financial planning, and retirement plan services to individuals and employer plan sponsors. The firm uses fundamental analysis and Modern Portfolio Theory to guide investment selection and offers fiduciary services for employer plans, combining tax services, real estate affiliation, and pension consulting in its service offerings.

Tonia Gustafson is a financial advisor at Sabbia Faro Wealth Management LLC with 4 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for over two decades at Cooper Family Office, where she served as Director. She continues to act as a Trustee for six trusts associated with her prior employment. Sabbia Faro Wealth Management provides portfolio management and integrated financial planning primarily for high-net-worth individuals. The firm follows a long-term trading approach with customized accounts, offering services such as cash-flow planning, retirement distribution strategies, and family-based planning.

Stephen Zheng is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been the sole advisor at Wealthlet Advisory LLC since 2016 and previously worked at New York University from 2015 to 2019. Wealthlet is an independent advisory firm that provides portfolio management, financial planning, and specialized investment-immigration services, including EB-5 and E-2 matters. The firm serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, using a fundamental, bottom-up value investing approach while integrating investment-immigration advisory work alongside traditional wealth management.

Jingshu Zhang is a financial advisor at Guinea Value Investments with a Series 65 designation and three years of industry experience. Prior to joining Guinea Value Investments, Zhang worked at Dorfman Value Investments, Atlas Capital Investment LLC, and held roles at Overseas Student Services Corp, Broadsea Consulting, and Ascent Fund. Guinea Value Investments provides discretionary portfolio management services to individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading horizon. The firm customizes asset allocation and investment selection based on each client’s goals and risk tolerance, offering regular monitoring, reporting, and rebalancing.

Katherine Young is a CFP® and CFA® with four years of industry experience. She is the sole advisor at Yearwood Young Advisors, where she has worked since 2020. Her prior experience includes roles at Bessemer Trust and EnTrustPermal. Yearwood Young Advisors offers investment management, comprehensive financial planning, and family office consulting primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes strategic asset allocation and broad diversification, combining passive and selectively active investment strategies, and provides ongoing, personalized financial planning with regular reviews.

Peter Dowdeswell is a financial advisor at Rosci Lamb, LLC in New York, NY, holding a Series 65 designation with six years of industry experience. His prior work includes roles at KDT Advisors, KDT Investment Advisors, and Safra Sarasin. Rosci Lamb, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $65 million in client assets and offers tailored portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and alternative investments, serving a client base that includes corporate and international clients.

Alexander Rynkovsky is the sole advisor at ALR Capital Advisors, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 66 licenses and has six years of industry experience. He has been with ALR Capital Advisors since 2013 and is also involved with MoneyBlock since 2012. ALR Capital Advisors provides investment supervisory services to individual and high-net-worth clients, managing diversified portfolios across various asset classes. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including derivatives and block trading.

Cristina Guglielmetti is a CFP® and holds a Series 65 license, with four years of industry experience. She is the sole advisor at Future Perfect Planning, LLC, where she has worked since 2016. Future Perfect Planning provides comprehensive financial planning and discretionary portfolio management to individuals, couples, and families. The firm employs a passive, asset-allocation strategy using low-cost index mutual funds and ETFs, focusing on a planning-first model with fixed-scope initial plans and optional ongoing retainers.

Craig Linden is a financial advisor at Spectrum AC Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Spectrum AC Advisors since 2015. In addition to his advisory work, Linden is a licensed real estate broker involved in consultation, real property investment sales, and mortgage financing. Spectrum AC Advisors, LLC provides portfolio management and advisory services to individual and high-net-worth clients, focusing on diversified portfolios constructed through asset allocation and sector-rotation analysis. The firm manages accounts on a boutique scale with approximately $2.7 million in assets under management and incorporates alternative investments and third-party manager oversight in its strategies.

Edward Chang is a financial advisor at Pledge Capital LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has been with Pledge Capital since 2016. Pledge Capital provides discretionary and non-discretionary investment management services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm employs a value-oriented strategy with a growth bias, focusing on equities and exchange-traded funds and using a bottom-up fundamental research process.

Scott Williams is the sole advisor at S. Williams Capital, LLC in New York, NY. He holds the CFA® designation and Series 63 license and has eight years of industry experience. Williams has led S. Williams Capital, LLC since its founding in 2014. S. Williams Capital, LLC provides discretionary investment advisory services primarily to individuals and high-net-worth clients, managing approximately $27.7 million. The firm employs a value-driven equity strategy complemented by event-driven and risk-arbitrage positions, utilizing equities, debt, and derivatives, with active use of leverage, short selling, and margin.

Tyler Wong is a financial advisor at Hyperion Wealth Management LLC in New York, NY, holding a Series 65 designation with three years of industry experience. Prior to his current role since 2022, his work history includes positions at Amazon and various delivery services. Hyperion Wealth Management LLC provides discretionary asset management and financial planning services without a formal account minimum, managing approximately $1 million in assets. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, charting, and cyclical analysis, with strategies ranging from long-term holdings to option writing, and conducts regular portfolio reviews focused on allocation, rebalancing, and tax-loss harvesting.

Kevin Chen is a financial advisor at Horizon Financial Advisors LLC with Series 63 and Series 65 credentials and four years of industry experience. He serves as Chairman and CEO of Edoc Acquisition Corporation, a healthcare acquisition company, and holds board positions with Infint Acquisition Corporation and Capitan Investment Ltd. Additionally, he is an Adjunct Assistant Professor at New York University and an Editorial Advisory Board Member for the Global Commodity Applied Research Digest at the JP Morgan Center for Commodities. Horizon Financial Advisors provides investment management primarily to pooled investment vehicles and institutional or high-net-worth accounts. The firm employs a long-term, allocation-driven approach with tailored guidelines and ongoing monitoring, serving clients through separately managed accounts and sub-advisory arrangements.