Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes tailored portfolios and client authorization for trades within a non-discretionary investment approach.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years of experience in the industry, including three years in her current role. She holds the Series 66 and Series 65 credentials. Prior to joining Relevé Financial Group, she worked at NorthRock Partners, LLC for three years. Outside of her advisory work, she is involved in music as a vocal director and teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through comprehensive financial planning, consulting, and portfolio management. The firm offers a proprietary subscription-based advisory platform alongside traditional managed-account services.

Vid Ponnapalli is a CFP® with 11 years of industry experience and has been with Unique Financial Advisors LLC since 2014. He is also the sole owner of Unique Tax Consultants, a separate business providing tax preparation and planning services for individuals, families, and small businesses. Unique Financial Advisors LLC offers financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily uses a passive investment approach with index funds and ETFs, combining fundamental analysis within financial plans and managing accounts on a discretionary basis through Charles Schwab.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and JP Morgan Securities. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm focuses on a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

Daniel Trub is a Series 65-licensed financial advisor at SJBenen Advisory, LLC with seven years of industry experience. Prior to his advisory career, he served in the United States Navy for eleven years. SJBenen Advisory serves individual and high-net-worth clients, small-business retirement plans, pension/profit-sharing plans, and select nonprofit organizations by providing discretionary portfolio management, financial planning, and ERISA-plan investment advisory services. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis, and offers client portfolios tailored to risk tolerance with options to include complex strategies such as borrowing and derivatives.

Stephen Brozak III is a financial advisor with WBB Securities, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with WBB Securities since 2002 and also associated with Westfield Bakerink Brozak, LLC since 2001. Outside of his advisory roles, he is the sole owner of Brozak, DeJean & Associates, LLC, a non-investment related entity used solely for tax purposes. WBB Securities, LLC provides investment advisory and broker-dealer services through managed account programs serving individual clients, pension plans, charitable organizations, corporations, and other advisors. The firm utilizes asset allocation and custom portfolio construction involving fundamental, technical, and charting analysis, offering both discretionary and non-discretionary strategies.

Fuqi Chen is a financial advisor at Taurus Financial in Jersey City, NJ, holding a Series 66 designation with three years of industry experience. Prior to joining Taurus Financial, Chen was affiliated with LPL Financial LLC and Angel Light Capital. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $162 million across about 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, and modern portfolio analysis to guide investment decisions.

James Travisano is a financial advisor at Covington & Associates, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Covington & Associates since 2012. Covington & Associates, Inc. provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic perspective, fundamental analysis, and traditional value investing to build customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

John Luedke is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State from 2011 to 2023. Outside of his advisory role, he also works as a consultant for Mantis Innovation. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals and related entities, focusing on equity securities. The firm uses a combination of fundamental analysis and daily technical reviews to tailor investment programs to clients’ objectives and risk tolerances, and it employs performance-based compensation for qualified clients.

Sarah Kovalakides is a financial advisor at Tepp Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Tepp Wealth Management, she worked at Jaffe Communications and had periods of unemployment. Tepp Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans and corporate clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $146 million in assets using firm-developed model portfolios and various investment strategies.

Maximillian Alden is a financial advisor at Vanquour LLC with one year of industry experience. Prior to joining Vanquour, he worked for Alden Advanced Technologies for five years and at Holderness School for four years. He holds Series 65 and Series 63 licenses. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to construct customized, primarily long-term portfolios while allowing for tactical adjustments and ongoing due diligence.

Melissa Rosenfeld is a financial advisor with Lisch Investment Management LLC in Jersey City, NJ, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. She has been affiliated with multiple related firms, including Lisch Investment Management, Hudson River Investment Group, and Lisch & Lisch LLC, where she maintains ownership and performs accounting and tax services as a certified public accountant. Lisch Investment Management LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with an income-and-growth focus, managing globally diversified portfolios on a discretionary basis with regular reviews and adjustments.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at NM Advisors and Acuris, as well as academic appointments at Clark University and NMIMS University. Portus Wealth Advisors provides discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection for individuals, high net worth clients, charitable organizations, and other businesses. The firm also advises a private pooled vehicle and offers access to less-liquid investments, integrating multiple custodial platforms in its service model.

Jacob Chen is a financial advisor at Vanquour LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. Before joining Vanquour, he worked at Brighton Securities and PneumaTek LLC and spent nineteen years at New York University. Outside of his advisory role, he manages rental units of his residence. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized portfolios using diversified investments and employs a combination of fundamental and technical analysis to manage long-term portfolios with tactical adjustments as needed.

Alan Augulis is a financial advisor at Augulis Financial Firm, L.L.C. with 21 years of industry experience. He holds a Series 65 designation and has held ownership roles at Augulis Law Firm since 2000 and as a sole proprietor since 1999. In addition to his advisory work, he provides insurance reviews for legal clients and practices trust and estate law. Augulis Financial Firm offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-driven investment approach, integrates legal and insurance services, and provides educational seminars and comprehensive financial plans.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 22 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $59.4 million in client assets. The firm combines fundamental analysis with CPA expertise to support tax-sensitive, long-term investment strategies while also offering accounting services as a certified public accounting practice.

Elizabeth Miller is a CFP®, CFA®, and Series 65-licensed financial advisor with 29 years of industry experience. She has been with Summit Place Financial Advisors, LLC since 2008, working as part of a four-advisor team based in New York, NY. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis across equity and fixed-income securities, mutual funds, and ETFs, and operates through multiple offices with approximately $256 million in discretionary assets under management.

Douglas Schorpp is a financial advisor with Schorpp Capital Management in North Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Schorpp Capital Management since 2004 and also engages in proprietary trading through Capital Trading Partners, LLC, a business he has operated since 2002. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both ongoing account oversight and standalone consultations. The firm employs a passive, asset-class investment approach focused on diversification, low costs, and tax considerations, and integrates insurance products into its financial planning services.