Laura Lati is a financial advisor at GLR Investment Advisory LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Leila Heller Gallery and Paddle8 Auctionata, as well as time spent as a homemaker. GLR Investment Advisory LLC provides discretionary portfolio management to individual clients through a proprietary online platform that delivers tailored model portfolios incorporating equities, corporate debt, ETFs, options, and other instruments. The firm emphasizes an internet-first delivery model with direct custodial arrangements and regular algorithm updates.

Wallis Tsai is the founder and CEO of AboveBoard Wealth Management, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Tsai also founded AboveBoard Financial Inc, where he creates and supervises educational financial content, and AboveBoard Ins Svcs LLC, an insurance business where he analyzes policies and makes recommendations. AboveBoard Wealth Management provides financial planning, investment management, and limited financial consulting to individual clients, focusing on retirement planning, education funding, equity compensation, insurance analysis, and estate/tax coordination. The firm offers non-discretionary investment advice emphasizing long-term asset allocation, cost-conscious use of passive index strategies combined with selective active managers, and a fact-based approach grounded in quantitative analysis and academic research.

Wayne George is a financial advisor at Nuvern Wealth Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. He has been associated with George Capital Advisors LLC since 2016. Nuvern Wealth Advisors LLC serves pooled vehicles and institutional clients, offering investment management, retirement-plan consulting, financial and estate planning, and college-planning support. The firm employs both fundamental and technical analysis across various asset classes and provides educational seminars, outsourced management options, and non-AUM advisory services.

Margaret Browning is a financial advisor at MBB Advisory LLC in New York, NY, with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley & Co LLC for four years before joining MBB Advisory in 2019. MBB Advisory LLC is a solo-registered investment adviser serving individual and high-net-worth clients with tailored financial planning, investment consultation, and portfolio management. The firm uses a blended investment approach combining fundamental, technical, and cyclical analysis to construct diversified portfolios that include passive core holdings, active managers, and satellite positions.

Ronn Yaish is the principal and sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 10 years of industry experience, including roles at Livian & Co. and his own firm since 2015. Outside of advisory work, he is a licensed life insurance agent and founder of Yaish Media Group, an online business focused on leadership, marketing, and personal finance education. Yaish Financial provides investment advisory and financial planning services to individuals, families, retirement plans, trusts, and small institutional clients. The firm manages approximately $15.9 million across about 47 client relationships, utilizing diversified, passive asset-class model portfolios primarily invested in DFA institutional mutual funds, and offers pension consulting and Qualified Plan services including discretionary fiduciary responsibilities.

Katherine Woo is a CFA® charterholder and Series 63 licensee with two years of industry experience. She is the sole advisor at Angel Light Capital, where she has worked since 2021. Prior to that, she held roles at Casspium Associates, Boston University Metropolitan College, and MetLife Securities. Angel Light Capital is an independent advisory firm that provides discretionary investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm focuses on long-term, fundamentally driven portfolios primarily composed of ETFs, stocks, and bonds, and offers free educational seminars and workshops on investing and personal finance.

David Rosenstrock is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Wharton Wealth Planning, LLC. He previously worked at National Philanthropic Trust and Sage Capital Management LLC. In addition to his advisory role, Mr. Rosenstrock is licensed to sell life insurance in New York and is an agent with MERIT Insurance Services, LLC. Wharton Wealth Planning provides wealth management and comprehensive financial planning services to high-net-worth individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes tailored investment approaches based on asset allocation, diversification, and valuation, managing portfolios primarily on a discretionary basis with the option to incorporate ESG/PRI considerations.

David Castro is a financial advisor at Jet Stream Wealth Management in Ridgewood, NY, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked as a pilot for several airlines, including JetBlue Airways, Delta Air Lines, FedEx Express, and currently Hyannis Air Service. Outside of advising, he continues to work as a commercial pilot and participates in the JetBlue Gateway Pilot Program. Jet Stream Wealth Management serves individual investors, couples, families, retirement-plan participants, and small businesses by offering portfolio management and financial planning services. The firm primarily uses a passive investment approach focused on index mutual funds and ETFs, with allocations tailored to client objectives and monitored regularly.

J Debart Jr. is a financial advisor with Equitable Advisors in New York, NY, holding the CFP® and ChFC® designations and possessing 49 years of industry experience. He has been associated with Equitable Advisors since 1975 and has operated The Debart Group, Inc. since 2000. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Bruce Julien is the sole advisor at Julien Planning, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked in wealth management and financial planning since 1991, including roles at National Wealth Management, LLC and his own firms, Julien Financial, LLC and Julien Planning, LLC. Julien also operates as an insurance agent and tax preparer through affiliated businesses. Julien Planning, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a goal-driven investment process using fundamental and technical analysis and offers portfolio management alongside financial planning covering retirement, taxes, employee benefits, and estate matters.

Philip Frank is the sole advisor at Insight Asset Management LLC, an independent investment management firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, having led Insight Asset Management since 2003. Insight Asset Management provides discretionary portfolio management to individuals, trusts, investment companies, and pension plans. The firm employs a research-driven, long-term investment process with flexibility across market capitalizations, sectors, and investment styles, serving a diverse client base that includes institutional and charitable entities.

Anthony Pranzo is a financial advisor at New York Financial AVP, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is also licensed as a New York state insurance agent for life, accident, and health insurance. He has been with New York Financial AVP, LLC since 2013. New York Financial AVP, LLC provides advice-only financial consulting to a diverse client base, including high-net-worth individuals, institutional investors, and pension plans. The firm focuses on portfolio assessments, adviser selection and oversight, retirement and cash-flow advising, estate coordination, and investment education, delivering services remotely without discretionary management or custody of assets.

Andrew Balkam is the sole advisor at Canny Capital Management, LLC, an independent firm based in Brooklyn, NY. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Canny Capital Management in 2013, he has worked part-time since 2012 as a researcher with Assured Research, LLC, an insurance research firm unrelated to investment management. Canny Capital Management primarily serves individual investors through discretionary portfolio management and integrated financial planning. The firm employs a value-oriented, bottom-up investment approach with a long-term horizon and emphasizes cost efficiency, disciplined rebalancing, and customized client reporting.

Jenny Chung is a financial advisor at Glenview Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Glenview Wealth, she completed executive education at Columbia Business School and served as a director on the board of KEB Hana Bank USA, N.A., where she participates in compliance and asset liability committees. Glenview Wealth LLC provides financial planning and investment consulting services to individual clients, including high-net-worth individuals, focusing on asset-allocation guidance and recommending primarily passive investments through exchange-traded funds. The firm does not manage client accounts or charge fees based on assets under management, instead offering project-based and hourly planning engagements.

Christian Walker is a CFA charterholder and financial advisor with nine years of industry experience. He is the principal of Walker Capital Advisors, an independent firm he has led since 2018. Prior to founding his firm, Walker worked at Hylan Datacom, Ashland Partners, and Academy Securities, Inc. Outside of his advisory role, he maintains a senior corporate position and has prior military service, including receiving a Bronze Star. Walker Capital Advisors provides discretionary investment management and financial planning for retail and institutional clients, along with participant account management for held-away retirement assets. The firm employs a combination of passive ETF-based allocations and targeted active strategies, including a “Short Market” approach using inverse ETFs.

Ethan Gordon is the sole advisor at EG Capital Management LLC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at SPHARE Marketplace Ltd and PwC. Outside of his advisory work, he is involved in nightlife promotions and social media consulting. EG Capital Management provides discretionary portfolio management and financial planning services primarily for individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental and technical analysis across various asset classes and offers both one-time financial plans and ongoing portfolio management.

Yair Harari is a CFA® charterholder and holds a Series 65 license. He is the sole advisor at 4-3-3 Capital LLC and has prior experience at Millennium Management and Balyasny Asset Management. Harari has been active in the investment industry since 2016. 4-3-3 Capital LLC provides discretionary portfolio management services primarily for pooled or institutional mandates, as well as individual, small-business, and high-net-worth accounts. The firm employs a combination of fundamental, quantitative, technical, charting, and cyclical analyses to construct equity- and ETF-focused portfolios, utilizing both long- and short-term trading strategies including short sales and margin.

James Parris is a financial advisor at Ivory Wealth Management Inc. with 4 years of industry experience. He holds the Series 66 designation and has worked at Ivory Wealth Management since 2014. Outside of his advisory role, he has been involved with the Syosset Soccer Club since 2006, coaching and training youth soccer. Ivory Wealth Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm emphasizes a fiduciary standard and employs a range of analytical methods, offering primarily non-discretionary management alongside insurance and annuity advisory services.

Ronald Palastro is a financial advisor at Cobblestone Wealth Advisors with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cobblestone Wealth Advisors since 1998, with prior experience at Triad Advisors, Inc. and OSAIC. In addition to his advisory role, he is involved in insurance brokerage. Cobblestone Wealth Advisors provides financial planning, pension consulting, and adviser selection services to both institutional and individual clients. The firm primarily offers non-discretionary advice by recommending third-party money managers and monitoring their performance, using a mix of technical, fundamental, and cyclical analysis in its investment approach.

Aquiles Larrea is the principal of Larrea Wealth Management in New York, NY, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and SSN Advisory Inc. Larrea is also an author and provides coaching and consulting services based on over two decades of entrepreneurial experience. Larrea Wealth Management is a state-registered advisory firm serving individuals, corporate pension and profit-sharing plans, charitable institutions, and small businesses. The firm offers financial planning, portfolio reviews, and investment advice, and operates a membership website providing retirement-planning guidance for 401(k) participants.