Justin Mc Bryan is a financial advisor at Affluence with a Series 65 designation and experience across consulting and financial data services. His prior roles include positions at Alpha Financial Markets Consulting and Factset, as well as work with Really Delicious Food Company. Affluence is a fee-only registered investment adviser serving both individual and high-net-worth clients with discretionary investment management, financial planning, and tax preparation services. The firm uses Modern Portfolio Theory alongside passive and active strategies, incorporating tax-focused tools and offers tailored portfolios including socially responsible investing.

Dale Bryant is the sole advisor at Bryant Group Advisors in New York, NY, holding Series 63 and Series 65 credentials with four years of industry experience. He has been associated with The Bryant Group since 1996. Bryant Group Advisors manages discretionary investment accounts for individual investors and small businesses, focusing on retirement planning and portfolio management primarily through broadly diversified index mutual funds. The firm emphasizes a structured allocation approach based on client risk profiles and does not permit investment restrictions or security-specific requests.

Jack Solasz is the sole advisor at JPS Advisors LLC, an independent registered investment adviser based in Brooklyn, NY. He holds a Series 65 designation and has five years of industry experience, including roles at Long Ridge Systematic LLC and Reynard. Prior to his advisory career, he worked at Skidmore College for four years. JPS Advisors LLC serves a small client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to manage primarily long-term, risk-aware portfolios, with active trading as market conditions warrant. Its investment approach covers equities, bonds, mutual funds, municipal securities, futures, and options, utilizing options strategies both for income generation and hedging.

Ravinath Aekambaram is a CFA® charterholder and principal of RA Advisory LLC, an independent investment advisory firm based in New York, NY. He has 13 years of industry experience and has led RA Advisory LLC since its founding in 2012. RA Advisory LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, and advises on employer-sponsored retirement plans and 529 plans. The firm customizes portfolios using mutual funds, ETFs, individual securities, and occasionally options, employing fundamental, technical, and cyclical analysis, and offers both integrated and standalone financial planning.

Edwin Hagan Emmin is a financial advisor at Moor Funds with a Series 65 designation and four years of industry experience. He has worked at Moor Funds since 2021 and previously held roles at Titan Alpha Systems and Aztec Exchange. Moor Funds provides discretionary investment management and portfolio construction focused on domestic and international equities for high-net-worth individuals, family offices, pension plans, trusts, estates, and other institutional clients. The firm uses a proprietary AI-driven selection system combined with traditional fundamental analysis and manages a small number of individualized accounts on a discretionary basis.

Nilesh Saldanha is a financial advisor at LN Capital Management LLC in New York, NY. He holds a Series 65 designation and has four years of industry experience. Prior to founding LN Capital Management in 2019, he spent 14 years at Van Cleef, Jordan and Wood, Inc. LN Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management through separately managed accounts. The firm serves individuals, trusts, estates, corporate entities, pension and profit-sharing plans, and other institutional clients, employing a value-oriented investment strategy focused on long-term capital appreciation across global equities, credit, and fixed-income instruments.

Richard Newman is a financial advisor at Lava Wealth Management, LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Lava Wealth Management since 2013 and also maintains a long-term affiliation with Atlantis Associates. Outside of his advisory work, Mr. Newman serves on the boards of two early-stage companies, Overgrad.com and Zive Inc., and is an investor in both. Lava Wealth Management provides discretionary investment management, comprehensive wealth management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental and strategic analysis to construct diversified, tax-aware portfolios and offers services to corporate clients and private placement advice, distinguishing it among independent advisors.

Brendan Phillips is a Series 65-licensed financial advisor at OnlyFunds with three years of industry experience. He has previously worked at Findigs Inc., Better Mortgage, and Bridgewater Associates. Outside of advising, he has been involved in developing pricing and eligibility systems for residential mortgages at Better Mortgage. OnlyFunds is an independent firm providing automated, software-based investment advisory and portfolio management services to U.S. individuals, trusts, and other eligible entities through brokerage accounts at Betterment or Interactive Brokers. The firm uses algorithmic portfolio construction grounded in Modern Portfolio Theory and emphasizes accessibility with no account minimums.

Anthony Orphanos is a Series 65-registered advisor with 13 years of industry experience. He has served as the sole advisor at Blacksmith Advisors LLC since 2012. Blacksmith Advisors LLC provides discretionary, fee-only investment management to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a combination of fundamental, cyclical, charting, and technical analysis to guide investment decisions across equities, fixed income, and exchange-traded funds, managing portfolios on a discretionary basis with periodic reviews.

Nauman Rana is a financial advisor at Wealth Forward Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Opal Wealth Advisors, Essex Financial Services, and Time Off before joining his current firm. Rana also operates as an independent insurance agent. Wealth Forward Advisors is a registered investment adviser offering discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a multi-method analytical approach and a range of investment strategies, including long-term allocations, short sales, margin, and options trading, and may engage third-party managers to oversee client assets.

Steven Zhang is a CFA® charterholder with three years of industry experience. He is the sole advisor at Youhe Advisors LLC and has been involved with Youhe Invest LLC since 2009. Zhang also holds officer roles in related financial and accounting services businesses. Youhe Advisors LLC provides investment management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and diversified holdings, using research-driven portfolio construction tailored to each client’s risk objectives.

Jason Blumstein is a CFA® charterholder with nine years of industry experience. He is the sole advisor at Julius Wealth Advisors, LLC, an independent firm he joined in 2021 after roles at Satovsky Asset Management and J.P. Morgan Chase & Co. Julius Wealth Advisors provides financial planning, investment management, behavioral coaching, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and pension plans. The firm follows a goals-based, tax-aware investment approach that emphasizes lower costs, long-term holdings, and factor tilts, integrating behavioral coaching to support client decision-making.

Simon Dixon is the sole advisor at Hudson House Capital Incorporated, holding a Series 65 credential with no prior industry experience before joining the firm in 2025. He is also CEO of Fundsnet Limited, an online discount fund broker, and City House Investors Limited, an investment advisory firm, both based in Harrogate, UK. His involvement in these businesses includes approximately 30 hours per month combined, with City House Investors Limited work occurring during trading hours. Hudson House Capital Incorporated is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and businesses. The firm employs a mix of passive and active strategies, focusing on asset allocation and security selection, and serves a broad client base including non-high-net-worth individuals.

Alfred Fortunato is the sole advisor at Allegory Advisory, an independent firm based in New York, NY. He holds a Series 65 designation and has 12 years of industry experience. Since 2010, he has been with Allegory Advisory, where he provides customized financial planning and portfolio management services. Allegory Advisory serves individual and high-net-worth clients, managing approximately $34.6 million across about 30 client relationships. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, utilizing low-cost, diversified mutual funds and index funds combined with tax-aware strategies and quantitative portfolio monitoring.

I have over 20 years of experience in how financial markets work …and sometimes fail. I recognized a need for personalized and unbiased advice for the average person’s financial planning and investment decisions that does not require an ongoing obligation, unless the client so chooses. That’s why I have built a firm that does not sell any products other than my advice and makes sure that you always know how much you are paying and what you are getting in return. I have made some atypical choices in starting Grand Central Financial Planning with the goal of providing clients a high level of service at a reasonable price. In addition to being an Advice-Only Financial Planner, in my spare time I am the founder of the non-profit Long Island City Youth Sports League (LICYSL.org) and write the local blog in Long Island City, LICtalk. For more details on my work experience check out my LinkedIn profile.

Damanick Dantes is the principal of Dantes Outlook and holds Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at Foreside Fund Services, Global X Management Company, and Cannon Advisors. Dantes Outlook provides investment advising and model-portfolio services primarily to other registered investment advisers, as well as individuals and trusts. The firm uses an ETF-driven asset allocation approach combined with quantitative technical analysis to deliver non-discretionary recommendations through discrete consulting engagements rather than ongoing asset management.

Illya Nayshevskyy is a financial advisor at Alpha Inertia Capital LLC with a Series 65 credential and four years of industry experience. His background includes roles at People Data Labs, where he serves as a customer success engineer advising on data structures and queries, as well as positions at NBC Universal and other firms. Alpha Inertia Capital LLC is a single-advisor registered investment adviser serving high-net-worth individuals and corporate clients. The firm focuses on discretionary portfolio management using a combination of analytical techniques and employs leverage and derivatives, including margin, short sales, and options, to construct and manage portfolios.

Mauro Leos is a financial advisor at Next Pronto Capital Advisors with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at CLSA Americas, CITIC Securities International USA, and Neuheit Associates. He is also the founder of Next Pronto LLC, a financial planning business. Next Pronto Capital Advisors provides financial planning and investment advisory services to individuals, families, small businesses, and other entities. The firm combines bottom-up fundamental analysis with macro and risk indicators and emphasizes disciplined, long-term portfolio construction and tax-aware rebalancing.

Erik Dellith is a financial advisor at Dellith Wealth Advisory with over a decade of experience in wealth management. He holds Series 63 and Series 65 licenses and has worked at firms including Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. He also has academic experience at the University of Mount Saint Vincent and Bergen Community College. Dellith Wealth Advisory provides portfolio management and financial planning services for individuals, high-net-worth clients, and business entities. The firm employs a client-specific Investment Policy Statement and uses a combination of cyclical, fundamental, quantitative, technical, and modern portfolio theory analyses to guide asset allocation and security selection.

Joao Correia is a CFA® charterholder with 8 years of industry experience. He is the sole advisor at Madison Asset Advisors, LLC, an independent firm based in New York, NY. In addition to his advisory role, he provides financial instruction through Financial Edge Training/IB Hero. Madison Asset Advisors offers investment advisory services to individual clients and related entities, focusing on discretionary portfolio management and financial planning. The firm employs a Modern Portfolio Theory-based approach emphasizing diversified asset allocation, periodic rebalancing, and long-term investment strategies tailored to clients' risk tolerance.