J Debart Jr. is a financial advisor with Equitable Advisors in New York, NY, holding the CFP® and ChFC® designations and possessing 49 years of industry experience. He has been associated with Equitable Advisors since 1975 and has operated The Debart Group, Inc. since 2000. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Bruce Julien is the sole advisor at Julien Planning, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked in wealth management and financial planning since 1991, including roles at National Wealth Management, LLC and his own firms, Julien Financial, LLC and Julien Planning, LLC. Julien also operates as an insurance agent and tax preparer through affiliated businesses. Julien Planning, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a goal-driven investment process using fundamental and technical analysis and offers portfolio management alongside financial planning covering retirement, taxes, employee benefits, and estate matters.

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.

Anthony Pranzo is a financial advisor at New York Financial AVP, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is also licensed as a New York state insurance agent for life, accident, and health insurance. He has been with New York Financial AVP, LLC since 2013. New York Financial AVP, LLC provides advice-only financial consulting to a diverse client base, including high-net-worth individuals, institutional investors, and pension plans. The firm focuses on portfolio assessments, adviser selection and oversight, retirement and cash-flow advising, estate coordination, and investment education, delivering services remotely without discretionary management or custody of assets.

Jenny Chung is a financial advisor at Glenview Wealth LLC in New York, NY, with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked in executive education at Columbia Business School. Since 2019, Chung has served as a director on the board of KEB Hana Bank USA, N.A., participating in several committees. Glenview Wealth LLC provides financial planning and investment consulting primarily for individual clients, including high-net-worth individuals. The firm offers written financial plans and recommendations focused on asset allocation, emphasizing passive investments such as exchange-traded funds, and does not manage or hold custody of client assets.

Christian Walker is a CFA charterholder and financial advisor with 10 years of industry experience. He founded Walker Capital Advisors in 2018 after working at Hylan Datacom from 2016 to 2018. The firm provides discretionary portfolio management and financial planning to retail and institutional clients, managing diversified portfolios that include equity and fixed-income ETFs as well as common stocks across market capitalizations. Walker Capital Advisors combines passive ETF allocations with selective active strategies, including a documented short market approach using inverse ETFs, and employs multiple custodial relationships and held-away account aggregation to support its investment process.

Yair Harari is a CFA® charterholder and holds a Series 65 license. He is the sole advisor at 4-3-3 Capital LLC and has prior experience at Millennium Management and Balyasny Asset Management. Harari has been active in the investment industry since 2016. 4-3-3 Capital LLC provides discretionary portfolio management services primarily for pooled or institutional mandates, as well as individual, small-business, and high-net-worth accounts. The firm employs a combination of fundamental, quantitative, technical, charting, and cyclical analyses to construct equity- and ETF-focused portfolios, utilizing both long- and short-term trading strategies including short sales and margin.

Xiaowei Jiang is a financial advisor at Oceanus Capital Management in Miami, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Oceanus Capital Management in 2024, Jiang worked at Oceanus Research LLC, GSA Capital, and Welton Investment Partners. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm uses a combination of fundamental, top-down thematic research and proprietary data science to construct diversified portfolios, often employing hedging techniques and derivatives as part of its investment approach.

Aquiles Larrea is the principal of Larrea Wealth Management in New York, NY, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and SSN Advisory Inc. Larrea is also an author and provides coaching and consulting services based on over two decades of entrepreneurial experience. Larrea Wealth Management is a state-registered advisory firm serving individuals, corporate pension and profit-sharing plans, charitable institutions, and small businesses. The firm offers financial planning, portfolio reviews, and investment advice, and operates a membership website providing retirement-planning guidance for 401(k) participants.

Mitchell Spiegel is a CFA® charterholder with four years of industry experience, currently serving as the sole advisor at Enterprise Value Capital Management, LLC. His prior work includes roles at Kildonan Castle Asset Management and Global Credit Advisers, along with periods of self-employment. Enterprise Value Capital Management provides portfolio management services to individuals, high-net-worth clients, pooled investment vehicles, and other advisers. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis alongside modern portfolio theory, while tailoring risk tolerance through documented Investment Policy Statements.

Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.

Gregory Silver is a CFA® charterholder and principal of Silver Advisors, LLC, with nine years at his firm and seven years prior experience at Schroders Investment Management, totaling 16 years in the financial industry. Based in New York, he specializes in investment management and financial planning. Silver Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, non-profits, and corporate entities. The firm employs fundamental analysis and active portfolio construction, with expertise in micro- and small-cap equities, options strategies, and selective short positions, while offering both discretionary and non-discretionary advisory services. The firm also provides real estate consulting and business advisory services, including performance-based fee arrangements for qualified clients.

Stuart Ruff is the principal and sole advisor at Ruff Choices, an independent registered investment adviser based in Cranford, NJ. He holds the Series 66 designation and has 22 years of industry experience, founding Ruff Choices in 1999. Ruff Choices provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, as well as charitable organizations and certain institutional clients. The firm employs a range of investment strategies including equities, ETFs, and mutual funds, and incorporates the use of margin, short sales, and options for separately managed accounts.

Gary Reneau is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He is currently the CEO, CIO, and CCO of IHP Wealth Management, where he has worked since 2010. Prior to founding IHP Wealth Management, he was with Silver Leaf Partners, LLC, from 2010 to 2020. Outside of his advisory role, Reneau provides consulting services to an oil services and carbon capture company and writes a monthly investor newsletter covering financial markets and macroeconomic trends. IHP Wealth Management provides investment advisory services to pooled vehicles, institutional clients, and a variety of other account types including individuals, trusts, pensions, and endowments. The firm employs a top-down, macro-driven investment process focused on relative asset-class and sector allocations, using mutual funds, ETFs, and occasionally individual securities, while conducting due diligence on recommended independent managers.

Mark Santangelo is a CFP® with 28 years of experience in financial advisory services. He is the principal of Titan Financial Services, LLC and also owns a CPA firm, Marsan Associates, PC. In addition to his financial and accounting work, he is involved in real estate development and management through Emerson Associates, LLC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, using client-specific investment policy statements combined with model asset-allocation portfolios and a multi-method security selection process.

Michael Maye is a CFP®, PFS™, and Series 65-licensed financial advisor with 20 years of industry experience. He has been the principal of MJM Financial Advisors, LLC in Gillette, NJ since 2005. Outside of his advisory work, he conducts educational seminars and workshops for community groups, including seniors, women's groups, and university events. MJM Financial Advisors serves individual investors and their families, including high-net-worth clients, advising approximately 27 family groups with around $42 million in assets under management. The firm provides financial planning, discretionary and non-discretionary investment management, and integrated wealth management that includes retirement, estate, tax planning, and business consulting. Its investment approach combines institutional-style no-load mutual funds, ETFs, and ETNs with a strategic asset allocation process, emphasizing a passive core and selective active allocations, alongside tax-sensitive implementation. The firm also offers tax planning and preparation services through its CPA affiliation.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Mark Pepper is a Series 65-licensed financial advisor with eight years of industry experience. He has been with MRC Group LLC since 2016 and previously worked in business development and sales consulting from 2009 to 2016. MRC Group LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, using Investment Policy Statements to document goals, tax considerations, and risk tolerance. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, implements long-term equity exposure alongside options strategies, and offers consulting services to small businesses that may integrate with client work.

Steven Rokeach is a CFA® charterholder and the principal advisor at Elliot Investment Management, LLC, with 23 years of industry experience. He founded and has operated the independent firm since 2003. Elliot Investment Management provides ongoing investment supervisory services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis with a range of strategies including options writing, managing portfolios across mutual funds, equities, bonds, fixed income, and select alternative products.

James Manfredonia is a financial advisor at Fig Tree Financials LLC in New York, NY, with 34 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. In addition to his advisory work, he serves as an adjunct professor at Fordham University. Fig Tree Financials LLC provides customized investment advisory services to individuals, high-net-worth clients, trusts, estates, and small businesses, offering discretionary portfolio construction and ongoing investment management. The firm utilizes both fundamental and technical analysis with a primarily long-term investment orientation while accommodating shorter-term trading for rebalancing or client needs.