Robert Guerra is the sole advisor at Guerra Pan Advisors, LLC in Montclair, NJ, with 25 years of industry experience. He has held positions at Merrill, Bank of America, N.A., Alden Capital Management Inc., and J. Alden Associates, Inc. prior to founding his current firm. Guerra holds Series 63, 65, and 66 licenses. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental and technical analysis and an internal due-diligence process to construct portfolios, managing approximately $210 million in discretionary client assets, with support from a major custodian.

Manoj Tandon is a financial advisor at Princeton Value Partners LLC with 3 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Princeton Value Partners in 2020, he worked at Pzena Investment Management from 2002 to 2019. Princeton Value Partners provides discretionary investment management to institutions, high-net-worth individuals, and private funds, alongside sub-advisory and model portfolio services to other financial firms. The firm employs a value-driven, research-intensive investment process focused on high-quality businesses trading below intrinsic value and maintains concentrated, long-only equity portfolios primarily in U.S.-listed stocks.

Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.

Peter Yam is a financial advisor at Pension Maxima Investment Advisory, Inc. with two years of industry experience. He previously worked at OCBC Bank for eight years and was retired for three years before joining his current firm. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm provides pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, focusing mainly on non-discretionary advisory services and educational workshops for retirement plan participants.

Holly Nahar is a financial advisor at AJF Capital Management, Inc. with four years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Inc., OSAIC, and American Portfolios Financial Services, Inc. prior to her current role. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and offers various portfolio management and financial planning services, including ESG-focused sustainable investing and actively managed strategies.

John Youngman is a financial advisor at Osprey Private Wealth LLC with five years of industry experience. He holds a Series 63 designation and previously worked at Segall Bryant & Hamill, Corient Services LLC, Corient, CIPW Service Company, LLC, and Barrett Asset Management, LLC. He also serves as a trustee of family trusts. Osprey Private Wealth provides discretionary and non-discretionary investment management and financial planning for high-net-worth individuals, trusts, and estates. The firm offers tailored investment portfolios and accepts fiduciary roles, such as trustee or officer, to serve multi-generational families.

Seth Varnhagen is a financial advisor at Fifth Set Private Wealth Management LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at North Castle Advisors, LLC for 17 years. Outside of his advisory role, he serves as the sole trustee for a family testamentary trust. Fifth Set Private Wealth Management LLC is an independent advisory firm that provides portfolio management, financial planning, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and regular portfolio reviews.

Jason Dos Santos is a financial advisor at Milagre Wealth Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include work at the Virtual Civilization Initiative and Marist College. Milagre Wealth Management offers fee-based investment management and financial planning services to individuals, trusts, and estates. The firm employs a range of analytical methods and trading strategies, tailoring portfolios based on client risk profiles while managing a large client base from multiple offices.

Amy Marchitello is a financial advisor with S Squared Retirement Solutions LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at OsaiC Wealth, American Portfolios Advisor's Inc., and PRUCO Securities LLC. She is also involved in financial wellness education, providing these services to companies in New York. S Squared Retirement Solutions LLC serves individual clients, including high-net-worth households, charities, and business entities, offering financial planning, discretionary portfolio management, and third-party adviser recommendations. The firm employs fundamental analysis to build individualized asset allocations and manages accounts on a discretionary basis with regular reviews.

Robert Groesbeck is a CFA® charterholder and principal at Groesbeck Investment Management Corp, where he has worked for over 33 years. He has 12 years of industry experience and is based in Glen Rock, NJ. Groesbeck Investment Management Corp provides discretionary equity portfolio management to institutional and individual clients, employing a bottom-up investment process with focused dividend growth and earnings growth strategies. The firm manages concentrated portfolios with disciplined valuation criteria and participates in third-party wrap programs as a sponsored portfolio manager.

Fernando Garip is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Clearbrook Investment Solutions LLC since 2019 and previously held positions at Wilmington Trust and M&T Securities from 2013 to 2019. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and operates as part of an affiliated group advising substantially larger assets.

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.

Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.

Richard Sincerbeaux is the sole advisor at RM Sincerbeaux Capital Management, LLC, based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of experience in the financial industry. Since founding the firm in 2007, he has focused on discretionary investment management for high-net-worth individuals. RM Sincerbeaux Capital Management serves approximately 15 high-net-worth households, managing around $230 million in client assets. The firm emphasizes long-term, dividend-growth equity ownership combined with laddered bond portfolios, utilizing fundamental research and tax-aware strategies in concentrated portfolios.

Michael Huxley is a financial advisor at Clearbrook Investment Solutions LLC with 17 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at M/T Securities since 2013. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and is part of an affiliated group that collectively advises on significantly larger assets.

Bonnie Yam is a CFP®, CFA®, and ChFC® with 18 years of experience in the financial industry. She has been with Pension Maxima Investment Advisory, Inc. since 2007 and is currently associated with Mi Lino Gato. Outside of advisory work, she provides financial wellness education through SUNY Westchester and operates a tax planning firm, Mi Lindo Gato, where she manages client inquiries and tax preparation services. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm focuses on pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, with an advisory practice that is largely non-discretionary.

Cindy Mota Rios is a CFP® with six years of industry experience, currently serving at Re Envision Wealth in New York, NY. Her previous roles include positions at Grid 202 Partners, Greenspring Advisors, LLC, and Quadrant Capital Management. Outside of her advisory work, she owns Sublime, a business focused on Mindset and NLP-related coaching. Re Envision Wealth is an SEC-registered advisory firm that serves individual and high-net-worth households as well as some institutional clients. The firm provides financial planning, investment consultation, wealth management, and discretionary portfolio management, emphasizing asset allocation combined with fundamental and cyclical analysis and due diligence on private-market opportunities.

Paul Dossantos is a financial advisor at Milagre Wealth Management, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at International Equity Services, Inc. and JSK Associates. Milagre Wealth Management serves individual clients, trusts, and estates with discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis and actively manages client assets, often adjusting allocations in anticipation of market changes.

Mariette Campbell is a CFP® professional with three years of industry experience, currently serving as an advisor at Osprey Private Wealth LLC. She is also the owner and principal of The Graeme Collaborative, LLC, a consulting business focused on financial coaching and literacy. Prior to her current roles, she worked at Barrett Asset Management, LLC and Inverness Counsel, LLC. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily to high-net-worth and multi-generational families. The firm offers tailored portfolio management using fundamental and technical analysis and often assumes fiduciary roles for client trusts and private foundations.

Richard Polo Jr. is a financial advisor with Retirement Wealth Management, LLC, holding Series 65 and Series 66 designations and having 12 years of industry experience. Prior to joining Retirement Wealth Management in 2020, he was a self-employed consultant and worked at Cetera and Merrill. He is also involved in a public accounting and tax consulting practice, Polo Financial Consulting & Tax Services, LLC. Retirement Wealth Management, LLC is a supported advisory firm managing approximately $60.7 million for around 86 clients including individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamentally driven investment approach and offers discretionary wealth management, financial planning, and third-party insurance consulting, with a distinctive affiliation to an accounting and tax-preparation entity.