Christopher Mittleman is the principal of Mittleman Value Partners LLC, an independent investment advisory firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aimia Am Holdings Inc., Aimia Inc., and leadership at Mittleman Brothers LLC and Mittleman Investment Management LLC. Mittleman Value Partners provides discretionary investment management for high-net-worth individuals and institutional clients, including private funds, endowments, and retirement accounts. The firm employs a concentrated, long-term value strategy focused on domestic and foreign equities, with notable features such as managing performance-based fees, use of leverage within separately managed accounts, and serving a significant non-U.S. and institutional client base.

Roberto Bandelli is a financial advisor with Wisdom Capital Asset Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Lazard Frères & Co. LLC since 2006. Bandelli is also the sole partner of Wisdom LLC, a strategy consulting firm that is currently inactive. Wisdom Capital Asset Management is a boutique SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, family offices, private funds, corporations, and other investment advisers. The firm focuses on long-term capital growth and income with reduced volatility, using a combination of fundamental, technical, and quantitative research across multiple asset classes.

Javier Ryzowy is an investment advisor with Hillstrong, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities Inc. for over two decades and has been involved with Hillstrong LLC since 2024. Outside of his advisory work, he serves as managing member of Hudson RE Holdings LLC, a dormant real estate holding company. Hillstrong is a New York-registered investment adviser that provides discretionary portfolio management primarily for institutions and pooled vehicles, with services also available to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using a range of investment tools, including listed securities, options, fixed income, variable insurance products, and alternative investments.

Chong Tong Chen is the sole advisor at Rhizome Capital Management LLC and holds a Series 65 designation with three years of industry experience. He has been with Rhizome Capital Management since 2021 and has been involved with Rhizome Partners LP since 2013. Rhizome Capital Management provides discretionary portfolio management to high-net-worth individuals and manages three privately offered Delaware limited-partnership funds under Regulation D. The firm employs fundamental analysis and pursues concentrated strategies including long/short trading in micro- and small-cap equity and debt, with additional focus on real-estate and hard-asset exposures.

Ajay Jani is a financial advisor at Single A Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Single A Capital since 2015. Single A Capital is an independent investment adviser serving primarily individuals and high-net-worth clients with discretionary management of public equities, mutual funds, and ETFs. The firm employs a growth-stock strategy using proprietary fundamental and technical screening alongside a distressed-equity-index approach, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Richard Russo is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Greenlea Lane Capital Partners and Prince Henry Group before joining RKR Capital Group in 2018. RKR Capital Group LLC provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals. The firm employs a concentrated, long-only equity value strategy focused on bottom-up research and long-term capital appreciation, managing approximately $7.83 million in assets.

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.

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.

Peter Shiftouri is a Series 65-licensed financial advisor at Orion-Archstone Asset Management Inc. with four years of industry experience. His previous roles include consulting positions at Arch Capital Group and Morgan Stanley, as well as employment at Agam Capital and Credit Suisse. Orion-Archstone Asset Management is an independent, single-advisor firm managing approximately $1.8 million for a small client base. The firm offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, small businesses, nonprofit organizations, and pension and profit-sharing plans, utilizing a blend of fundamental and technical analysis alongside proprietary quantitative models.

Jonathan Vyorst is a financial advisor at Ashbay Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Ashbay Capital since 2014. Ashbay Capital is an independent firm providing fee-only, discretionary investment management to individuals, trusts, foundations, corporations, and pension and profit-sharing plans. The firm employs a bottom-up, value-oriented approach focused on intrinsic value and long-term holdings, managing approximately $137.7 million across about 30 client relationships.

Xin Lei Wang is a financial advisor at Pebble Capital Management with four years of industry experience. He holds a Series 65 designation and has previously worked at Coinbase, Remind, and Hawkfish. Wang’s current role at Pebble Capital Management involves managing discretionary portfolios with a focus on value-oriented investment strategies. Pebble Capital Management is a state-registered investment adviser specializing in a Concentrated Value Strategy applied to U.S. publicly traded equities. The firm serves clients seeking medium- to long-term capital growth with a high tolerance for volatility, emphasizing fundamentally driven investments in underappreciated growth opportunities and special situations.

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.

Wisun Kim is a CFA® charterholder with six years of industry experience, currently serving as the sole advisor at Apsis Capital Management LLC. His prior work includes roles at Discord, Indeed, Sony Interactive Entertainment, SFW Capital, and L.E.K. Consulting. Apsis Capital Management LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on fundamental analysis with an emphasis on long/short equity strategies. The firm manages a small client base across a range of asset classes and offers both performance-based and asset-based fee structures.

Middat Yildiz is a financial advisor at Pretium Capital Management, Inc. with two years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Apple Inc. as a sales specialist and with New York City Government in an analyst role. Pretium Capital Management provides discretionary portfolio management services primarily focused on U.S. equities with limited exposure to European ADRs. The firm manages a small number of client accounts and employs a hybrid investment approach combining fundamental valuation, technical analysis, and sector-rotation themes, while emphasizing risk management through strict position sizing and loss limits.

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.

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.

Gregory Silver is a CFA® charterholder and the sole advisor at Silver Advisors, LLC, an independent firm based in New York, NY. He has nine years of experience with Silver Advisors and seven years previously at Schroders Investment Management. Silver Advisors LLC provides investment management, financial planning, and tailored real estate consulting services to individuals, institutions, and business clients. The firm employs a research-driven approach focused on fundamental analysis, risk-adjusted sizing, dynamic cash management, and options strategies, offering customized guidance primarily on a non-discretionary basis.

Joseph Thumpasery is the principal of Fourth Wall Advisors LLC, a registered investment advisor founded in 2025. He holds Series 63 and Series 65 licenses and has prior experience at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. Outside of his advisory work, he manages a passive residential property business. Fourth Wall Advisors serves pooled or institutional mandates as well as individual, high-net-worth, trust, estate, and business clients. The firm employs a fundamental-analysis approach focused on discretionary portfolios that primarily utilize options contracts, with strategies that may be concentrated and are subject to ongoing monitoring and formal annual reviews.

Marcantonio Antamoro is a financial advisor at Alpha with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill Lynch, Bank of America, and Hilbert 8 prior to joining Alpha. Alpha is a fee-only registered investment adviser serving high-net-worth and ultra-high-net-worth individuals and their families. The firm employs a combination of top-down macroeconomic analysis, quantitative portfolio construction, and behavioral finance, offering personalized portfolio management with an emphasis on long-term, risk-controlled asset allocation.

Anthony Rouzzo is a CFA® charterholder and principal of Aristo Advisors LLC, an independent firm based in New York, NY. He has 12 years of experience at Aristo Advisors, which he founded in 2014. Aristo Advisors provides discretionary investment management and portfolio construction for individual and high-net-worth clients, focusing on long-term capital appreciation primarily through individual equity securities. The firm employs a research-intensive, value-oriented investment process combining quantitative and qualitative analysis, with a portfolio approach that includes concentrated positions, short sales, and tactical trades.