Charles Neuhauser

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Brandon Sack is a financial advisor at Active Wealth Advisors in Woodcliff Lake, NJ. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining Active Wealth Advisors, he was affiliated with GAB Management Corp and worked at Florida Atlantic University. Active Wealth Advisors is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, and a variety of institutional clients including pension plans, trusts, and charitable organizations. The firm employs a goals-based, disciplined investment process incorporating fundamental analysis, modern portfolio theory, and sector rotation to manage diversified portfolios.

Robert Solimano is a financial advisor at Angel Oak Financial Services LLC in Montvale, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with Angel Oak Financial Services since 2015. Angel Oak Financial Services LLC provides comprehensive financial planning and fee-only investment management to individuals and small businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, emphasizing globally diversified, long-term portfolios with attention to downside protection and tax efficiency.

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.