Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

Michael Ashton is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Enduring Investments LLC, an independent firm he has been associated with since 2009, and previously worked at Real Asset Strategies, LLC. Outside of his advisory role, he serves as an external consultant to BAG Corp, assisting with quantitative business issues such as sales targeting and inventory management. Enduring Investments advises individuals, institutional clients, and pooled investment vehicles, providing discretionary portfolio management and licensed access to systematic model portfolios. The firm focuses on inflation-indexed products and employs a variety of securities and techniques to tailor accounts according to client objectives and risk profiles.

Margaret Browning is a financial advisor at MBB Advisory LLC in New York, NY, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley & Co LLC from 2015 to 2019 before founding MBB Advisory LLC in 2019. MBB Advisory LLC provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis to construct portfolios that blend passive core exposures with active management, offering modular or broad-based planning and investment consultation.

Ronn Yaish is the sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 11 years of industry experience, having founded Yaish Financial Services LLC in 2015. Outside of advisory work, Yaish is involved in life insurance sales and operates Yaish Media Group, an online business offering courses and educational content on leadership, marketing, and personal finance. Yaish Financial provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed, asset-class model portfolios, with a formal pension consulting practice that includes fiduciary services and participant education.

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.

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.

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.

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.

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.