Katherine Woo is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She is the sole advisor at Angel Light Capital, where she has worked since 2022. Prior to this, she was with Casspium Associates, Inc. for four years and has also worked at Boston University - Metropolitan College and MetLife Securities, Inc. Angel Light Capital is an independent firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm’s approach emphasizes long-term fundamental analysis, using portfolios primarily composed of ETFs, individual stocks, and bonds, and offers educational seminars and workshops on investing and personal finance.

David Rosenstrock is a CFP® certificant with four years of industry experience, currently serving as the sole advisor at Wharton Wealth Planning, LLC in New York, NY. He previously worked at National Philanthropic Trust and Sage Capital Management LLC. Mr. Rosenstrock is also a licensed life insurance agent associated with MERIT Insurance Services, LLC, a national brokerage firm specializing in senior benefits and insurance products. Wharton Wealth Planning, LLC is an independent firm providing fee-only investment management, financial planning, and investment consulting to high-net-worth individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation, diversification, and a combination of quantitative and qualitative investment analysis, managing approximately $37 million in assets under management.

Originally from Massachusetts, I now reside in New York City with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives. Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered. I founded Willcox Wealth Management with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS.

David Castro is a financial advisor at Jet Stream Wealth Management in Ridgewood, NY, holding a Series 65 credential with two years of industry experience. He has worked as a pilot for Hyannis Air Service, JetBlue Airways, and Delta Air Lines since 2016 and participates in the JetBlue Gateway Pilot Program. Jet Stream Wealth Management is an independent, single-advisor firm serving individual investors, couples, families, 401(k) participants, small businesses, and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by various forms of market analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

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.

Andrew Balkam is the sole advisor at Canny Capital Management, LLC, an independent firm based in Brooklyn, NY. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Canny Capital Management in 2013, he has worked part-time since 2012 as a researcher with Assured Research, LLC, an insurance research firm unrelated to investment management. Canny Capital Management primarily serves individual investors through discretionary portfolio management and integrated financial planning. The firm employs a value-oriented, bottom-up investment approach with a long-term horizon and emphasizes cost efficiency, disciplined rebalancing, and customized client reporting.

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.

Ethan Gordon is the sole advisor at EG Capital Management LLC, an independent firm based in Long Island City, NY. He holds the Series 65 designation and has one year of experience in financial advising. Prior to founding his firm in 2025, he worked in various roles including freelance work and positions at SPHARE Marketplace Ltd and Cocoa Republic Ltd. Outside of his advisory work, he is involved in a nightlife promotions business and social media consulting. EG Capital Management provides discretionary portfolio management and financial planning tailored to individuals, high-net-worth clients, and businesses. The firm employs both fundamental and technical analysis across a range of securities and offers performance-based fee arrangements for qualified clients.

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.

James Parris is a financial advisor at Ivory Wealth Management Inc. with 4 years of industry experience. He holds the Series 66 designation and has worked at Ivory Wealth Management since 2014. Outside of his advisory role, he has been involved with the Syosset Soccer Club since 2006, coaching and training youth soccer. Ivory Wealth Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm emphasizes a fiduciary standard and employs a range of analytical methods, offering primarily non-discretionary management alongside insurance and annuity advisory services.

Ronald Palastro is a financial advisor at Cobblestone Wealth Advisors with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cobblestone Wealth Advisors since 1998, with prior experience at Triad Advisors, Inc. and OSAIC. In addition to his advisory role, he is involved in insurance brokerage. Cobblestone Wealth Advisors provides financial planning, pension consulting, and adviser selection services to both institutional and individual clients. The firm primarily offers non-discretionary advice by recommending third-party money managers and monitoring their performance, using a mix of technical, fundamental, and cyclical analysis in 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.

Emily Maretsky is the principal of Educated Financial Planning and holds a Series 65 designation with two years of experience in financial advising. She has a background in education, having worked at multiple schools and educational organizations prior to founding her firm. In addition to financial advising, she operates Teacher Financial Coach, LLC, which focuses on financial coaching for educators. Educated Financial Planning is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers integrated investment management and comprehensive financial planning, emphasizing strategic asset allocation through low-cost mutual funds and ETFs, with services that include retirement and estate planning, college-savings analysis, and socially responsible investment options.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

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.