Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, a state-registered investment advisory firm based in Brooklyn, NY. He holds Series 63 and Series 65 designations and began his advisory career in 2025 after previous experience in engineering and consulting roles at firms including GEI Consultants, Inc. and LeMessurier Consultants, Inc. Torrente is also a registered representative of Joseph Stone Capital, LLC, a broker-dealer, and conducts separate brokerage activities in that capacity. New York Fee Simple, LLC provides portfolio management and investment advice to individuals, trusts, estates, family entities, and certain private companies. The firm combines qualitative and quantitative analysis to tailor investment recommendations and offers both discretionary and non-discretionary management alongside educational seminars and presentations.

David Bueno Monge is a financial advisor at Ascent Systematic Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Argon Capital Management and Goldman Sachs International. Ascent Systematic Advisors LLC manages private pooled investment vehicles and separately managed accounts for institutional and sophisticated investors, including pension plans and high-net-worth clients. The firm employs a discretionary, systematically rules-based investment approach focused on trend-following and momentum signals in U.S. equities, with an emphasis on detailed performance reporting and use of prime-broker services.

Christopher Gething is a CFP® and CFA® with 14 years of industry experience. He is the principal of Atherean Asset Management LLC and has been involved with related entities including Atherean Enterprises, LLC, which provides tax preparation, planning, consulting, and rideshare services. He also works at Intuit as a tax expert and tax expert lead. Atherean Asset Management LLC offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and investment funds. The firm manages customized separately managed accounts and a private pooled vehicle, Atherean Value Fund, LP, using an equity-centered approach that combines strategic asset allocation, tactical adjustments, and fundamental valuation.

Brandon Sullivan is a financial advisor at Spring Street Wealth in New York, NY, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and its affiliated entities. Outside of advisory work, he is involved with Simplicity Group, where he recommends and sells fixed annuity and insurance products. Spring Street Wealth provides discretionary portfolio management and financial planning services, focusing on private placements and third-party managers for accredited or qualified investors. The firm combines quantitative, fundamental, and economic analysis with professional judgment, and emphasizes independent manager selection and monitoring alongside operational integration of private investments.

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.

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.

Falk Laube is a Series 65-licensed advisor at Freedom Investments, Corp. with two years of industry experience. He previously worked at R.G. Niederhoffer Capital Management for seven years and has been involved with Fantagora, a software development and technology consulting firm, as a director and consultant since 2020. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, while offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements, including fund structuring, capital formation support, and investment technology development.

Ravi Malhotra is a financial advisor at Oak & Reed Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses. The firm offers portfolio and asset management, financial planning, and pension consulting, managing approximately $19 million in client assets with a focus on fundamental analysis supplemented by technical and macroeconomic factors.

Eric Liu is a financial advisor at Vanda Research Corp with five years of industry experience. He has been with Vanda Research Corp since 2017 and previously worked at Vanda Securities Limited from 2015 to 2017. Liu serves as a director and founding partner of Vanda Securities PTE. LTD. in Singapore and as a director of Vanda Research LTD. in the United Kingdom, where he helps oversee company operations. Vanda Research Corp provides institutional research and tactical macroeconomic analysis to buy-side and sell-side clients, including investment banks and asset managers. The firm focuses on cross-asset macro themes and short-term trade ideas using quantitative and technical analysis, operating as a research-only advisor without managing client assets or providing retail portfolio services.

Michael Picardi is a financial advisor at Freedom Investments, Corp. with 2 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sanford C. Bernstein & Co., LLC and Dalmore Group LLC. Freedom Investments, Corp. offers advisory services focused on pooled vehicles and institutional strategies, alongside consulting and portfolio review for individuals and businesses. The firm emphasizes non-discretionary, project-based work, including fund structuring, capital-formation support, and investment technology development.

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.

Kenton Kilmer is the president of Addigence Corporation, an investment adviser based in New York City. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior roles at Young America Capital and F&Y Capital LLC. In addition to his advisory duties, Kilmer works as a consultant at Additive Intelligence LLC, providing management and business consulting services. Addigence operates an online-only platform offering discretionary portfolio management to tech-savvy investors, pooled vehicles, and certain businesses through a web-based application. The firm uses a proprietary algorithm to match client profiles to third-party portfolio managers' strategies and executes trades electronically, relying primarily on performance-based fees rather than traditional asset-based charges.

Jay Patel is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Ahara Advisors since 2022 and previously held positions at Bofa Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors is a small, supported advisory firm serving families, high-net-worth individuals, and institutional clients. The firm employs an institutional-style approach to family financial planning, combining detailed financial analysis with customized stress testing and ongoing consulting, while providing daily transparency on liquid positions and a formal process for presenting alternative investment opportunities.

Aseem Garg is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ahara Advisors since 2021. Prior to this, he worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner of several private investment pass-through entities, which he uses periodically for personal investments. Ahara Advisors provides portfolio management, trade execution, and financial consulting primarily to families, high-net-worth individuals, and institutional clients. The firm employs an institutional-style approach to family financial planning and combines fundamental analysis with tactical and strategic asset allocation, offering transparency and specialized consulting services through a two-person advisory team.

Jens Nordvig is a financial advisor at Vanda Research Corp in New York, NY, holding Series 63 and Series 65 licenses. He has one year of experience at Vanda Research and previously worked for nine years at Exante Data, Inc. Vanda Research Corp provides institutional research and tactical macroeconomic analysis to buy-side and sell-side clients, including investment banks and asset managers. The firm focuses on cross-asset macro themes and short-term trade ideas using quantitative methods and does not manage client assets or offer portfolio management services to individual clients.

Sungsoo Yang is a CFA® charterholder with 20 years of industry experience. He has been with Empirical Research Partners LLC since 2003. The firm provides data-driven subscription research and on-request investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. Empirical Research Partners employs proprietary quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making without managing client assets or serving individual investors.

Nicole Price is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Empirical Research Partners since 2003. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail clients.

Jacob Gorelick is a financial advisor at Empirical Research Partners LLC with three years of industry experience. He previously worked at Nasdaq and Numina Capital Management LLC. Gorelick holds Series 63 and Series 65 designations. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm’s approach combines proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making.

Laura Asker is a financial advisor at Empirical Research Partners LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Empirical Research Partners since 2003, with a five-year gap between 2017 and 2022. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm employs proprietary quantitative models combining macroeconomic analysis and factor modeling to support institutional decision-making and does not manage client assets or offer services to retail clients.

John Cunningham is a financial advisor with Empirical Research Partners LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Empirical Research Partners since 2018 and previously spent five years at Cowen and Company, LLC. Empirical Research Partners serves an exclusively institutional client base by producing data-driven subscription research and providing customized investment advice. The firm’s approach combines proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or offering portfolio management for individuals.