Adam Frank is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Frank Finances LLC in New York, NY. Prior to founding Frank Finances in 2019, he worked at System Financial and has been self-employed since 2018. He also provides financial coaching focused on budgeting and debt management as a separate activity. Frank Finances LLC offers financial planning, portfolio management, and consulting services to a diverse client base including individuals, families, trusts, and qualified retirement plans. The firm emphasizes customized portfolios with a strategic asset allocation approach and provides educational seminars and pension consulting alongside both discretionary and non-discretionary investment management.

Hazel Secco is a CFP® professional with 12 years of industry experience, currently serving as the principal of Align Financial Solutions. Her prior roles include positions at The Astorino Financial Group, LPL Financial, Massachusetts Mutual Life Insurance Company, and Prudential Insurance Company of America. She is a licensed insurance agent in New Jersey but is no longer active in selling insurance products. Align Financial Solutions provides asset management and comprehensive financial planning services to individual and high-net-worth clients. The firm integrates Modern Portfolio Theory with fundamental and mutual fund/ETF analysis, utilizing sub-advisors and model portfolios, and offers educational seminars and co-advisory services on a third-party platform.

Itay Maymon is a financial advisor at Clavis Capital Management, LLC with Series 65 credentials and experience dating back to 2014, including prior work at Latium Capital Ltd. He is the founder and CEO of Global Wave Management Ltd., a technology-oriented business focused on developing statistical models and software for the financial industry. Clavis Capital Management provides portfolio management and advisory services primarily to high-net-worth individuals and business entities, using a combination of quantitative and qualitative investment methods. The firm employs strategies such as short-term trading, short sales, trend following, and global macro futures trading across diverse asset classes, operating with trading discretion and incorporating commodity and futures exposure in client portfolios.

Peter Culver is the sole advisor at IWM Advisors, LLC in New York, NY, holding Series 65 and Series 66 licenses with 16 years of industry experience. He has worked at Freedom Family Office, LLC since 2020, where he serves as Managing Member, and previously held roles at MBSC Securities Corporation and Mellon Corporation. Culver’s involvement with Freedom Family Office includes management responsibilities and client referrals between the two firms. IWM Advisors, LLC provides investment advisory and financial planning services primarily to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm focuses on selecting third-party money managers and preparing individualized investment policy statements without directly managing client assets, employing fundamental analysis and modern portfolio theory to tailor investment strategies.

Dee Ann Fox is a Certified Financial Planner® based in New York, NY, with 28 years of experience in financial planning. She operates as the sole advisor at Dee-Ann R. Fox, CFP, providing individualized financial and investment planning services. Her firm offers fee-only financial planning and investment advice to individuals, couples, high-net-worth clients, and trusts, managing approximately $34.7 million in assets without imposing a minimum account size. The firm emphasizes asset allocation, diversification, tax efficiency, and low-cost investment options, using primarily fixed-fee, hourly, and retainer billing rather than percentage-of-assets fees.

Theodore Weisberg is the sole advisor at Seaport Asset Management, LLC in New York City, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been affiliated with Seaport Securities Corp. and Seaport Securities since 1980 and has operated his own business, T.P. Weisberg, since 1974. Weisberg also serves as CEO of Seaport Securities Corp. Seaport Asset Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm focuses on long-term, tax-efficient capital appreciation through a value-oriented equity strategy that combines fundamental and technical analysis, offering portfolios typically diversified across sectors with concentrated holdings.

Juliusz Sas is the sole advisor at Global Special Situations Research Co. Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. He has been with the firm since 1997. Global Special Situations Research Co. Inc. provides discretionary portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a special-situations equity strategy focused on identifying undervalued acquisition candidates, managing concentrated portfolios with a mid-to-large-cap U.S. bias and a typical recovery horizon of three to five years.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has prior work experience at Shiseido Americas Corporation and Marubeni America Corporation. Amber Wealth Advisors, LLC provides fee-only financial planning services to individuals and high-net-worth clients, focusing on fundamental analysis and Modern Portfolio Theory in its investment recommendations. The firm emphasizes tax-aware advice and business-planning services, using a billing structure based on hourly and fixed fees rather than asset-based charges.

Steven Irgang is a financial advisor at Maci Family Office Advisors in New York, NY, with 4 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Maci Family Office Advisors since 2011. Maci Family Office Advisors is a multi-family office serving affluent families, family offices, individuals, foundations, and trusts. The firm manages approximately $24 million and offers comprehensive services including investment management, succession and trust advice, philanthropic administration, personal CFO work, and concierge support, employing a strategic, tax-aware investment approach focused on long-term, diversified portfolios.

Andrew Saraga is a financial advisor at Khelp Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Truist Securities and P2 Corporate Finance. Outside of advisory work, he manages Calican, LLC, a container packaging business. Khelp Financial LLC specializes in advisory services focused exclusively on digital assets, managing model cryptocurrency portfolios and providing consulting and educational workshops. The firm serves various account types through discretionary and non-discretionary engagements and employs both fundamental and quantitative investment strategies restricted to crypto assets.

Daniel Khalilov is a financial advisor at The True Prophets LLC with three years of industry experience. He holds a Series 65 designation and has worked at the NYC Office of the Actuary since 2016. He also has experience as a self-employed math tutor. The True Prophets LLC provides fee-based investment management, model-based UMA services, financial planning, and consulting primarily for institutional and qualified investors, with availability to high-net-worth and accredited individuals. The firm employs automated, quantitative, and machine-learning models for discretionary trading and offers distinct equity strategies with various risk levels, serving a broad range of client types including banks, pension plans, governments, and charitable organizations.

Denise Sarkor is a financial advisor at Sarkor Financial Advisors with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Bank of America, Merrill, and IBM. Outside of her advisory role, she serves as principal and lead executive coach at New Roots Development, LLC, a professional coaching and management training company. Sarkor Financial Advisors serves individual clients, including career executives and small business owners, offering comprehensive financial planning, investment management, and educational seminars. The firm uses a combination of active and passive investment strategies and provides tailored, one-on-one planning engagements with additional services such as philanthropic advisory and cash-aggregation solutions.

Steven Mace is the principal of MACE Capital Management, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led his firm since 2005. Outside of his advisory role, he is also a licensed insurance agent and a licensed real estate agent in New York. MACE Capital Management provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $86 million in client assets on a non-discretionary, fee-only basis, using fundamental and cyclical analysis across a broad range of instruments and strategies.

Frederick Deyeso is a CFP® professional with 21 years of experience at Financial Filosophy, an independent advisory firm based in New York, NY. He has served as the sole advisor at the firm since its founding in 2005. Financial Filosophy is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with an emphasis on passive index funds and ETFs, typically managing assets on a non-discretionary basis with client approval required for trades.

Daniel Simmonds is the sole advisor at Beechnut Capital Management LLC, an independent firm based in New York, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 7 years of industry experience. Simmonds has been affiliated with Beechnut Capital Management in various forms since 2007. Beechnut Capital Management LLC provides ongoing portfolio management and personalized Investment Policy Statements primarily for individual and high-net-worth clients. The firm manages approximately $10 million across a small number of accounts, emphasizing non-discretionary advisory services and employing diverse analytical methods including charting, fundamental, technical, and modern portfolio theory.

Andrew Caraly is the sole advisor at Carsons Capital LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kleenpharm - Kleandaily and Intercarsons. Outside of advisory work, he is a partner in two real estate companies based in France, although he does not actively manage these investments. Carsons Capital LLC is a newly registered investment adviser focusing on discretionary and non-discretionary portfolio management for individual and high net worth clients. The firm employs a range of analytic approaches and investment strategies, including equities, options, derivatives, and ESG considerations, with individualized portfolio construction and ongoing monitoring.

Kimberly Chao is the principal of Zebra Crossing Asset Management LLC, an independent firm based in New York, NY. She holds the CFA® designation and has 11 years of industry experience. Since founding Zebra Crossing in 2014, she has focused on discretionary investment management, financial planning, and consulting. Zebra Crossing Asset Management serves individual and high-net-worth clients, managing approximately $26.1 million across a limited number of accounts. The firm combines fundamental, technical, and liquidity analysis in its investment process and offers formal financial education and workshop-style programming alongside advisory services.

Richard Bregman is a CFA® charterholder and principal of MJB Asset Management LLC, with 29 years at the firm and four years of industry experience. Based in New York, NY, he has focused his career at MJB Asset Management since its founding. MJB Asset Management provides investment advisory services to individuals, businesses, not-for-profits, high net worth investors, and institutional clients, with a particular emphasis on corporate and pension clients. The firm offers discretionary portfolio management and pension consulting services, combining fundamental and technical analysis to manage portfolios tailored to client goals and market conditions.

Anthony Aulisa is a financial advisor at Wealthie Advisors with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas before joining Wealthie Advisors. Aulisa is also the COO and co-founder of Wealthie Inc., a home equity investment startup. Wealthie Advisors provides discretionary investment management services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a strategic, long-term approach focused on passive indexing and diversified allocations using low-cost ETFs and index mutual funds.

Robert Wander is a financial advisor with Wander Financial Services, LLC, holding CFP® and Series 63 designations and five years of industry experience. He has been associated with Wander Financial Services since 1999 and Purshe Kaplan Sterling since 2010. In addition to his advisory role, he provides employee benefits consulting to small businesses. Wander Financial Services advises individual clients, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm employs a fundamental, longer-term investment approach and offers services such as financial planning, asset management through model portfolios and third-party managers, and pension consulting.