Anthony Ford is a CFP® professional with six years of experience in financial advising, currently serving at Ford Financial Solutions, LLC in New York, NY. He is also the owner and principal of Ford Law, PLLC, a New York-based law firm providing legal services to individuals. Ford Financial Solutions serves individual clients across a range of wealth levels, providing comprehensive financial planning and discretionary investment management. The firm emphasizes a passive investment approach using low-cost exchange-traded funds and diversified asset-allocation models, often implementing portfolios through referrals to outside managers while conducting due diligence and monitoring.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Saiph Capital, LLC since 2021. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his financial advisory work, he is a member of the Screen Actors Guild and has worked occasionally as an actor, extra, and stunt player. Saiph Capital provides financial planning, consulting, and investment management to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and notably banking and thrift institutions. The firm employs a long-term strategic asset allocation approach with tactical adjustments, utilizing a mix of mutual funds, ETFs, individual securities, and Independent Managers tailored to client risk tolerance and objectives.

David Podell is a financial advisor at Podell Financial Group LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Podell Financial Group since 2006, having previously been affiliated with Nylife Securities and New York Life Insurance Company for two decades. Outside of advising, he owns Business Benefits Consulting LLC, which provides fee-for-service benefits consulting to business owners, and serves as a volunteer on the Town of Randolph Board of Assessments for local improvements. Podell Financial Group LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and plan sponsors. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and access to private investments, tailoring portfolios based on client objectives, time horizons, and risk tolerances.

Richard Wolfe is a CFP® with 21 years of industry experience and has been with Saddle River Capital Management, LLC since 2003. He is based in Wyckoff, NJ, and holds a Series 65 license. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients by providing portfolio management and comprehensive financial planning. The firm uses a proprietary research model combining fundamental and technical analysis to construct cost-efficient, globally allocated portfolios primarily using ETFs and mutual funds, with an emphasis on ongoing planning and performance tracking through quarterly reviews and modeled scenario testing.

Rosemarie Marino is a financial advisor with Hemisphere Partners LLC in New York, NY. She holds the Series 63 designation and has five years of industry experience. Marino has been with Hemisphere Partners, a small firm with two principals, since 2005. Hemisphere Partners primarily serves high net worth individuals and their estate-planning entities, offering investment advice, portfolio management, and consulting. The firm uses a tailored, diversified approach with an emphasis on manager due diligence and employs a range of investment vehicles including mutual funds, ETFs, private funds, and UCITS.

Jeffrey Gibs is a financial advisor at Volumetric Advisers with five years of industry experience. He holds Series 63 and Series 65 designations and has been with Volumetric Advisers since 2015. Volumetric Advisers primarily provides investment advisory services to the registered mutual fund Volumetric Fund, Inc., along with portfolio management for separately managed accounts and advisory services to individuals and small businesses. The firm uses a proprietary volume-and-trend methodology called the “Volume and Range” system to guide its investment decisions.

William Bradford is a CFA® charterholder with four years of industry experience. He has been with Garrison Bradford & Associates Inc. since 1985. Garrison Bradford & Associates Inc. is an SEC-registered, fee-based investment adviser managing approximately $135 million in assets. The firm provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships, employing a long-term, fundamentally driven growth investment approach that emphasizes companies with consistent sales and earnings growth and economic moats.

Liang Chun Wu is a financial advisor at Upright Financial Corp with one year of industry experience and a Series 65 credential. His background includes teaching positions at Berklee College of Music and various educational institutions in Taiwan, as well as a role at the Taiwan Academy of Banking and Finance. Upright Financial Corp is an SEC-registered investment adviser serving primarily individual clients, including high-net-worth households, along with a limited range of institutional clients. The firm offers comprehensive financial planning and discretionary portfolio management with a long-term, value-oriented approach using both fundamental and technical analysis.

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

John Williams is a financial advisor at Bautis Financial, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bautis Financial since 2018, including its current iteration since 2020. Prior to his financial services career, he was involved with Woosh Athletic, LLC, an athletic-related business, from 2013 to 2016. Bautis Financial, LLC provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with about $197 million in discretionary assets. The firm uses client-specific Investment Policy Statements and a variety of analytical techniques to implement trading strategies across multiple asset classes, typically operating on a discretionary basis with annual account reviews.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual, where he worked from 2005 to 2017. Outside of advising, he is a managing partner in RJE Marine Services LLC, a charter boat business operated by his son. First Light Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm uses a portfolio construction approach based on fundamental and cyclical analysis combined with Modern Portfolio Theory and manages assets with ongoing monitoring and coordination with other client professionals.

Peter Goodman is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with SFI Advisors since 2001 and has prior experience at Manufacturers Life Insurance Company spanning three decades. Goodman serves on the executive committee of a retirement planners’ study group, Retirement Advisors & Designers of America (RADA). SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs tailored investment strategies, including modern portfolio theory and long-term purchase approaches, and offers access to a range of investment products such as equities, bonds, mutual funds, ETFs, and municipal securities.

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. Outside of advising, he is a part owner of Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual investors without an account minimum. The firm employs a blend of charting, cyclical, fundamental, and quantitative analysis with both long-term and short-term trading strategies, managing accounts on a discretionary basis.

Zoe Vlachos is a financial advisor at Adalta Capital Management LLC with five years of industry experience. She has been with Adalta since 2016. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, following a long-only, value-based investment discipline focused on financially strong companies.

Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cicero Therapies/Forge Equity Partners, Co. and E*TRADE Professional Trading, LLC. Target Rock Wealth Management provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, with a focus on passive portfolio construction supplemented by fundamental analysis. The firm manages approximately $94 million in client assets and offers tailored programs, including services for medical professionals.

Kent Sheng is a CFA charterholder with 24 years of industry experience. He has been with Tandem Capital Management, Inc. since 1991, serving in his current role for over three decades. Outside of his advisory work, he serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual and high-net-worth clients. The firm employs an actively managed growth-at-a-reasonable-price equity strategy combined with selective fixed-income investing and integrates wealth planning with portfolio management.

Kevin Taylor is a financial advisor at Rosecliff Capital Advisory LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Olympia Asset Management, Ltd. for 15 years before joining Rosecliff Capital Advisory in 2020. Rosecliff Capital Advisory LLC provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages wrap-fee accounts on a discretionary basis, tailoring portfolios using a broad range of asset classes to meet clients’ investment objectives and risk tolerance.

Jason Gold is a financial advisor at GreyCliff Wealth Management, LLC in New York, NY, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BCG Securities, Inc. From his other activities, he is a founding member of LiveLaughLoveCharities.com, a charity focused on coordinating events. GreyCliff Wealth Management serves individuals, families, trusts, non-profits, pension plans, and businesses, providing financial planning and discretionary asset management. The firm emphasizes diversified, long-term portfolios with cost control and tax efficiency, using fundamental and technical analysis to tailor asset allocation and employing a range of strategies based on client risk tolerance.

Gerasimos Efthimiatos is a financial advisor at Chesapeake Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2014. He also serves as the managing member of CAM Global GP LLC. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, acting as investment manager and general partner for private pooled vehicles.

Pui Ho Ip is a financial advisor with Kahn Brothers Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Kahn Brothers in 2022, Ip worked at Raymond James & Associates and Stifel. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a modified value investing approach focused on bottom-up fundamental analysis of primarily U.S. equities, with an emphasis on downside protection and a typical investment horizon of three to five years or longer.