Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

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.

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.

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 with 26 years of industry experience. He is the sole advisor at Sanskar Advisors, Inc., an independent registered investment adviser based in Nyack, NY. His prior roles include positions at Climate CFOs, Inc. and New York University, and he has been involved with Sanskar Tax Advisors, Inc. since 2005. Sanskar Advisors 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, offers diversification across multiple asset classes, and is affiliated with an in-house tax and accounting practice.

Aryeh Safern is the principal of Accfox Capital LLC and holds a Series 65 designation. He has experience working at LS Global Trading INC and Access King BV prior to founding Accfox Capital in 2026. Accfox Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses fundamental, quantitative, and technical analysis across various investment types and manages accounts on a discretionary basis with periodic reviews to maintain alignment with client objectives.

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.

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.

James Bogush is the sole advisor at Bull Market Strategies LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience, including three years at Goldman Sachs & Co. LLC. Outside of his financial advisory work, he has operated several businesses since 2011, including Bogush, Inc. and Wall Street Motor Cars, LLC. Bull Market Strategies LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and institutional clients. The firm employs diversified investment strategies including technical analysis, options trading, and both discretionary and non-discretionary account management.

Brandon Sack is a financial advisor at Active Wealth Advisors with Series 65 registration and one year of industry experience. Prior to joining Active Wealth Advisors, he was involved with GAB Management Corp and has a background that includes six years 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 relationships. The firm employs a combination of fundamental analysis, modern portfolio theory, and sector-rotation techniques in its customized investment management, and utilizes a range of instruments including derivatives, futures, and digital-asset products.

Brandon Furlan is a financial advisor at Capital Gains Advisory with a Series 65 credential and zero years of industry experience. He previously worked at Deloitte for seven years and has experience in tax and accounting services. Capital Gains Advisory serves individuals, including high-income professionals, entrepreneurs, and content creators, as well as small businesses, offering tax advisory, tax preparation, accounting, personal finance coaching, and financial planning alongside investment advisory services. The firm employs a long-term, passive, strategic asset-allocation approach and integrates investment advisory services with licensed CPA practice under one legal entity.

Gene Tortorello is a CFA® charterholder with five years of industry experience. He is the principal advisor at 3i Wealth Management LLC and has prior experience at Hedged Alpha Capital Management, PGIM, and First Principles Capital Management. Outside of investment advisory, he provides tax advisory and accounting services. 3i Wealth Management primarily serves individual and high-net-worth clients with portfolio management and financial planning, also offering business and tax advisory services. The firm integrates modern portfolio theory and fundamental analysis with a long-term trading approach, employing derivative-based hedging strategies alongside conventional securities.

Jason Joseph is a financial advisor with Abby Advisors LLC in Dobbs Ferry, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abby Advisors, he worked as a self-employed advisor for several years. Abby Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a combination of passive and active investment strategies and offers both discretionary and non-discretionary account management, with a focus on long-term holdings alongside occasional short-term trades.

Jason Blumstein is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Julius Wealth Advisors, LLC since 2021, following roles at Satovsky Asset Management and J.P. Morgan Chase & Co. Julius Wealth Advisors, LLC provides financial planning, investment management, behavioral coaching, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a goals-based, tax-aware investment approach emphasizing low costs, long-term holdings, and behavioral coaching to help clients avoid emotional decisions.

Damanick Dantes is a financial advisor at Dantes Outlook with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Foreside Fund Services, LLC, Global X Management Company LLC, and Cannon Advisors. Dantes Outlook provides investment advice and model portfolios to individuals and families, along with consulting and outsourced-CIO services for other registered investment advisers. The firm employs a goal-based asset allocation strategy using ETFs, individual stocks, and technical analysis, incorporating systematic trend signals and momentum-based approaches that distinguish it within the independent advisor community.

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.