Kathleen Buske is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Valley Financial Management, Inc. and has previously worked at Hallmark Capital Management Inc. for 10 years and New Century Asset Management, Inc. for 14 years. Valley Financial Management operates as Valley Digital Investor, providing individualized and high-net-worth clients with discretionary portfolio management through an online platform that automates model ETF portfolio implementation and rebalancing. The firm requires clients to manage accounts electronically and fund through Valley National Bank.

Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

Kenneth Marshall is a CFP® with five years of industry experience and has been with Development Group LLC since 2003. He holds Series 66 and Series 65 licenses. Development Group LLC provides non-discretionary investment consulting and research services primarily to middle-market institutional clients such as corporations, foundations, endowments, and trusts. The firm uses quantitative and risk-analytic methods to deliver asset allocation advice, advisor selection, due diligence on private investments and hedge funds, and portfolio construction, emphasizing IAS 39-compliant valuation and asset recovery services.

Michael Madorsky is a Series 65-registered advisor with Grant Wealth Advisors LLC in Greenwich, CT. He has one year of industry experience, including prior roles at Amberwave Capital Management and Atreaus Capital Management. His background also includes work with Orsid Realty and periods of retirement. Grant Wealth Advisors provides discretionary portfolio management and financial planning services for individual investors, focusing on both standard and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, and offers access to a broad range of asset classes such as venture capital, private placements, and options trading.

Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. in Tenafly, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Blue Ox Capital Management since 2015. Blue Ox Capital Management provides advisory services primarily to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm operates on a consultative, referral-oriented model without discretionary trading or custody of client assets.

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

Timothy Hughes is a PFS™ credentialed financial advisor with 11 years of experience at American Wealth Administration Group LLC and over 36 years as a CPA. He operates his own accountancy practice, Timothy J. Hughes, CPA, LLC, providing accounting services to business owners and individuals. American Wealth Administration Group LLC offers discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis to construct long-term core portfolios with a tactical overlay, emphasizing capital preservation and using mutual funds, ETFs, equities, and bonds.

Jonathan Varelas is a financial advisor with Sterling Legacy Advisors Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His background includes roles at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. He also operates as an independent insurance agent in New Jersey, specializing in various life insurance and disability products. Sterling Legacy Advisors Inc. is a newly registered investment adviser providing portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm employs a client-centered approach that integrates financial planning with portfolio management and utilizes a range of investment methods, with custody and execution through LPL Financial.

Jason Armenti is a financial advisor with Commonwealth Financial Network and Duncan Financial Group, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with both firms since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management while allowing flexibility in portfolio construction.

Asheem Asthana is a financial advisor at Tandem Capital Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Tandem Capital Management for 28 years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrates wealth planning into portfolio management.

Stacy Goldsmith is a financial advisor at RPM Capital Management, LLC with 38 years of industry experience. She held a position at Herbert J Sims from 2012 to 2024 before joining RPM Capital Management in 2025. Goldsmith holds Series 63 and Series 66 designations. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selected dividend-paying equities. The firm primarily serves individual clients, their affiliated trusts, foundations, and family offices, emphasizing municipal bond origination, underwriting, and ongoing monitoring.

Brian Abbondandolo is a CFP® with 11 years of experience in financial advising. He is the principal of Abbondandolo Wealth Management Corp, where he has worked since 2015, and is also associated with Abbondandolo & Company CPA's LLP since 2010. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm employs a strategic asset-allocation approach focused on diversification and disciplined rebalancing, managing client portfolios exclusively through the SEI investment platform.

Pedro De Oliveira Fiuza is a CFA® charterholder based in Bronxville, NY, currently serving as the sole advisor at Ndure Global LLC. He has over nine years of industry experience, including prior work at Vinci Partners USA from 2014 to 2023. Ndure Global LLC provides investment advisory services to high-net-worth clients and institutions with at least $20 million in investable assets. The firm employs a top-down investment approach combined with bottoms-up analysis, focusing on liquidity, risk measurement, and cost efficiency across discretionary and non-discretionary mandates.

Brandt Sakakeeny is a financial advisor at Rockingstone Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rockingstone Advisors since 2009. Outside of his advisory role, he serves on the Board of Visitors at Wake Forest College and is a board member and treasurer of the executive committee at Bonnie Briar Country Club. Rockingstone Advisors provides discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the use of equities, fixed income, alternatives, and digital assets, distinguishing itself with advertised historical performance and a formal digital-asset custody program.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

Cody Laidlaw is a financial advisor at DBA Seaside Financial & Insurance Services with a Series 65 designation and four years of industry experience. He has worked at Seaside Advisory Services, Inc. since 2021 and has been involved with Belpointe since 2013. Outside of advisory work, Laidlaw serves as Head of Investor Relations for Belpointe Real Estate Development, a private equity firm specializing in real estate development. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, and pension consulting, using a combination of fundamental, technical, cyclical, and quantitative analysis to inform its long-term and occasional short-term investment strategies.

Shannon Blanchard is a financial advisor at Shamrock Financial Services with three years of industry experience. She holds the Series 65 designation and has worked at Shamrock Financial Services since 2018. Prior to her advisory career, she was involved with WorldTeach and also worked in the hospitality sector at The Odeon & Citizens Cafe. Shamrock Financial Services is a small state-registered advisory firm that serves individual and high-net-worth clients, managing approximately $26.6 million across about 109 accounts. The firm uses ETF-based model portfolios focused on value-oriented, long-term holdings, combining strategic asset allocation with periodic rebalancing and providing clients access to sub-advisory platforms.

Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients. The firm employs a diverse investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory, and includes higher-risk strategies such as margin and options trading, private placements, and venture capital.

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.