Deirdre Smith is a CFP® professional with experience at Capital Group, Elodie Wealth, and Sparrow Wealth Management, where she has worked since 2025. She is based in Mamaroneck, NY. Sparrow Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm’s approach combines asset allocation based on Modern Portfolio Theory and fundamental analysis, blending passive and active investments while incorporating tax considerations and ESG screens upon client request.

Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, a registered investment adviser based in New York, NY. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at UCAP Asset Management LLC, UCAP Securities LLC, Insight Securities Inc, and Lebenthal Wealth Advisors. He provides investment advice, insurance advice, and financial planning services. Legado Wealth Management LLC offers discretionary portfolio management and consulting to individual and institutional clients, including other financial professionals. The firm employs a long-term, fundamental analysis approach and customizes investment portfolios while maintaining flexibility for ongoing management, serving approximately 75 client relationships with $51 million in discretionary assets.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.

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.

Stephanie Dearmont is a Series 65-licensed advisor with Watch Hill Advisors, LLC in New York, NY, where she has worked since 2011. She has 15 years of industry experience. Outside of her advisory role, she contributes as a writer for the web-based magazine BritishFoodInAmerica.com. Watch Hill Advisors provides discretionary investment management to individual investors and trusts, including some high-net-worth clients, using strategic asset allocation tailored to each client's goals. The firm employs a top-down economic and sector analysis to construct diversified portfolios primarily composed of index-based ETFs and selectively screened mutual funds.

Antonio Taddeo is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Financial Planning Associates, LLC and previously worked at Gladstone Wealth Partners. In addition to his advisory work, he is involved in insurance sales on a part-time basis. Financial Planning Associates, LLC provides investment supervisory services and financial planning to individuals, high-net-worth households, and small business clients, including pension and profit-sharing plan sponsors. The firm offers discretionary portfolio management using both fundamental and technical analysis, and it maintains an affiliated insurance practice alongside its investment services.

David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

Jay Taparia is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He is the sole advisor at Sanskar Advisors, Inc., where he has worked since 2000. Taparia also has roles at Sanskar Tax Advisors, Inc. and Climate CFOs, Inc., and has been involved with New York University since 2015. Sanskar Advisors is an independent, single-adviser registered investment adviser that provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis and is affiliated with an in-house tax and accounting practice, offering integrated financial and tax services.

Abraham Itani is the principal advisor at Itani Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise and HD Vest Investment Services. In addition to his advisory role, he operates Itani Accounting and Tax LLC, a tax preparation and accounting business he founded in 2001. Itani Wealth Management provides portfolio management services primarily to individual and high-net-worth clients, managing accounts mostly on a non-discretionary basis. The firm constructs portfolios mainly from ETFs and mutual funds using Modern Portfolio Theory and utilizes sub-advisors on its custodian platform.

Pasquale Pisani is a financial advisor at Avanti Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kingsview Wealth Management from 2016 to 2022. Pisani is also involved with Avanti REO LLC, a special purpose entity related to investment activities. Avanti Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and offers ERISA-compliant retirement plan services, combining fiduciary consulting with licensed insurance product offerings.

Ariel Tavor is the sole advisor at Lions Financial Advisory, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at Penn Mutual, Hornor Townsend & Kent Inc, and New York Life Insurance Company. Outside of his advisory work, Tavor is involved as a board member and treasurer of the Young Israel of Queens Valley and serves as a trustee managing family trust investments in venture capital, private equity, and REITs. Lions Financial Advisory serves primarily individual clients, including high-net-worth households, as well as a small number of charitable and corporate clients. The firm offers customized portfolio management and financial planning, employing a range of analytical methods and a long-term trading approach, and provides discretionary management aligned with clients’ objectives and risk tolerance.

Mason Tilden is the sole advisor at Tilden Capital Management, LLC, an independent registered investment adviser based in Valhalla, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, having been with his firm since its inception in 2010. Tilden Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary asset-allocation model grounded in Post-Modern Portfolio Theory to construct diversified portfolios, focusing on index- and value-oriented securities and ETFs, with tailored adjustments based on client-specific investment restrictions.

Joseph Grundy is a CFP® professional with eight years of industry experience and has been self-employed since 1988. He operates Grundy Financial Advisory Services as a sole advisor and engages in gold futures trading for his own personal benefit. Grundy Financial Advisory Services provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs and maintaining a long-term investment approach tailored to clients’ risk tolerance and objectives.

Lorna Hayden is the sole advisor at Greenwood Hayden Legacy Partners in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has led the firm since 2019 following several years on sabbatical. Greenwood Hayden Legacy Partners is a registered investment manager specializing in discretionary management of private pooled vehicles and single-investor funds for qualified eligible participants, institutional investors, and high-net-worth clients. The firm employs a diversified algorithmic fixed-income strategy using systematic, rules-based models that trade across multiple liquid markets, emphasizing transparency and institutional scalability.

Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

Curtis Pope is a CFP®-certified financial advisor with eight years of industry experience, currently operating as the sole advisor at Pope Wealth Planning, LLC in Tarrytown, NY. His prior experience includes roles at Morgan Stanley, Wealthsimple, Ameriprise Financial Services, and Northstar Money, where he also serves as a financial planner for a fintech company focused on employer financial wellness programs. Pope Wealth Planning, LLC provides investment management and financial planning services to individuals, couples, and high-net-worth clients, emphasizing passive portfolio construction through index funds and ETFs combined with fundamental analysis and third-party models. The firm typically operates under non-discretionary trading arrangements, offering a hybrid service model that integrates ongoing planning with model-driven execution.

Neil Carousso is a CFP® and Series 63 licensed financial advisor with over 31 years of industry experience. He has been the principal of NGC Financial, LLC since 2000 and also owns an accounting and tax preparation business focused on individual tax clients during the tax season. NGC Financial provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, with a tactical asset-allocation approach that includes mutual funds, ETFs, bonds, annuities, and other investment vehicles. The firm manages portfolios on a non-discretionary basis and offers advice on retirement and employer plan options for businesses.

Christopher Mitchell is a financial advisor at Keala Advisors with three years of industry experience. He holds a Series 65 designation and has also operated his own law practice since 2015. Keala Advisors is an independent firm based in New York, NY, with a single-advisor structure.