Michael Livian is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is the managing member of Lehmann, Livian, Fridson Advisors, LLC and has worked at Livian & Co, LLC since 2010. Lehmann, Livian, Fridson Advisors provides discretionary and non-discretionary portfolio management and investment consulting primarily to high-net-worth individuals, as well as trusts, estates, and corporate entities. The firm’s investment process integrates top-down macro assessment with fundamental and technical analysis across various securities and offers multiple model portfolios that combine longer-term holdings with tactical trading and option strategies.

Raul Velazquez is a financial advisor at Cenador Financial Advisers LLC in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses, with 5 years of industry experience. He is also President and CEO of Velazquez Ventures LLC, a consulting firm, and Senior Managing Director at Cenador Capital LLC, focusing on alternative business opportunities. Cenador Financial Advisers LLC provides discretionary portfolio management and limited consulting services primarily to individual clients using a fee-only structure. The firm offers public educational seminars and builds portfolios based on client objectives and risk tolerance, employing a variety of investment strategies including mutual funds, ETFs, options, short sales, and allocations to independent managers.

Charles Carmona is a financial advisor at Westmore Asset Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Torino Capital LLC and Rena Advisors LLC. Westmore Asset Management serves a small, primarily high-net-worth client base, managing approximately $54.5 million across seven accounts. The firm provides investment supervisory services alongside limited business strategy consulting and employs multiple methods of analysis, including charting, fundamental, technical, and cyclical approaches.

Hi, I'm Zach! I'm a CERTIFIED FINANCIAL PLANNER® and the founder of ZZ Planning. Before becoming a financial planner, I was a litigator. I graduated from law school with a ton of debt, clerked, and worked in New York for two biglaw firms for more than a decade. I know what it's like to rush to meet a midnight filing deadline, or to be on call on vacation. But I also know how to be smart with money, and create a plan that will allow you to reach your goals. Now that I've left the law, I'm here to share my experience. Everything you are going through, or are going to go through, I've gone through it too. I can help.​

Andrew Fox is a CFP® professional with 33 years of experience serving clients through his independent advisory firm, Fox Financial Services, Inc., located in White Plains, NY. He has managed the firm since its founding in 1993. Fox Financial Services provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes tailored asset allocation, long-term holdings, and periodic rebalancing using mutual funds primarily from Dimensional Fund Advisors and Fidelity.

Oliver Lennox is the sole advisor at DaceyHolden Management, LLC in Fort Lee, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been involved with DaceyHolden entities since 2011, including serving as managing member and managing partner of affiliated companies. DaceyHolden Management primarily advises a private pooled investment vehicle and manages a limited number of separately managed accounts for individual and high-net-worth investors. The firm employs a combination of fundamental and quantitative analysis, generally following a long-term trading approach with a focus on equities, and utilizes both long and short positions along with derivatives and leverage.

Robert Labick is a CFA® charterholder with 25 years of industry experience. He has been with CJS Securities IA, Inc. since 2023 and has worked with its affiliated entity, CJS Securities, Inc., since 2012. Labick holds a Series 63 license and is based in White Plains, NY. CJS Securities IA, Inc. distributes equity research to high-net-worth individuals, investment companies, and other advisers, focusing on sectors including Consumer, Healthcare, Industrials, Materials, Business Services, and Technology. The firm operates through an affiliated broker-dealer and does not provide portfolio management, custody, or trading services.

Matthew Sola is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Ironbound Advisory LLC since 2019. His prior experience includes eight years at Eagle Strategies, LLC, followed by two additional years at the same firm. Outside of his advisory role, he volunteers as a class officer and board member for Cornell University alumni organizations. Ironbound Advisory provides financial planning and portfolio management services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory to tailor investment strategies across various asset classes, offering both discretionary and non-discretionary account management.

Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Maxime Kasanda is the principal of Kasanda Capital with 13 years of experience in the financial industry. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015. In addition to his advisory role, Kasanda is a licensed insurance agent and owns a talent representation company called Millie Management. Kasanda Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of analytical methods and offers discretionary portfolio management alongside one-time and ongoing financial planning.

Neil Murphy is a financial advisor with NPM Consulting, LLC in Ridgewood, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Rose Wealth Advisors LLC since 2024 and has been with NPM Consulting since 2012. NPM Consulting provides financial planning, tax preparation, and investment management services primarily to high-net-worth individuals, related trusts, and select pension plans and business entities. The firm builds customized portfolios using fundamental and technical analysis, asset allocation, and active management, incorporating a range of securities and derivatives, and also offers a managed futures program for accredited investors.

Steven Hecht is the sole advisor at Steven Hecht Investments, Inc., an independent firm based in Teaneck, NJ. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2007. Steven Hecht Investments, Inc. provides portfolio management services to individuals and a variety of institutional clients, including small businesses, pension plans, trusts, and charitable organizations. The firm employs a combination of securities and uses fundamental, technical, and charting analysis to tailor and monitor portfolios on an ongoing basis, often managing accounts on a discretionary basis.

David Polevoy is a CFP® professional with 12 years of experience in financial advising. He has been the sole advisor at Beekman Financial Planning LLC since 2012. In addition to his advisory role, he is a licensed life insurance agent. Beekman Financial Planning LLC is an independent, single-advisor firm serving individuals, small businesses, and certain retirement plans. The firm employs a blend of fundamental and cyclical analysis with strategies such as active management and core-plus-satellite, primarily managing assets on a non-discretionary basis.

Thomas Mullarkey Jr. is a CFP® professional with 31 years of experience in the financial industry. He is the principal advisor at Hive Retirement Planning LLC since 2023 and has prior experience at Credit Suisse Securities (USA) LLC from 2003 to 2017. He also serves as a Senior Advisor with Shelter Rock Capital Group LLC, an activity that accounts for part of his time during trading hours. Hive Retirement Planning specializes in retirement-focused financial planning and investment advisory services for individuals and high-net-worth clients near or in retirement. The firm offers fixed-fee, tailored advice that includes both passive and fundamental investment strategies, with options for discretionary management or client-directed implementation.

Lloyd Stabiner is a financial advisor with Fulcire Wealth Management, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked as a CPA since 2010. Fulcire Wealth Management serves well-to-do individuals and families, focusing on portfolio management combined with tax and wealth-transfer guidance. The firm emphasizes managing assets designated for short-term investments and income generation through dividend-paying equities and covered-call writing, with a tax-aware, options-focused investment approach.

Tipiwa Walker is a CFP® and Series 65-registered financial advisor with two years of industry experience. She is the sole advisor at Lucre Advisory LLC, an independent firm she established in 2023. Her prior experience includes roles at Wescott Financial Advisory Group and Money Map, as well as operating Lucre Personal Finance from 2014 to 2020. Lucre Advisory LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses, offers socially responsible investing options, and routinely uses third-party managers to implement customized portfolios.

Adrian Kierans is a financial advisor at Cloverhill Capital Management in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has been with Cloverhill Capital Management since 2015, following a prior role at Purshe Kaplan Sterling Investments. Cloverhill Capital Management is a small, independent registered investment adviser serving individual investors, small and medium-sized businesses, and employer-sponsored retirement plans. The firm focuses on asset-class investing and long-term allocation using low-cost institutional index funds and model portfolios, with a distinctive emphasis on pension consulting, corporate retirement plan services, and educational workshops.

Vincent Grosso is a CFP® and holds a Series 66 license with six years of industry experience. He is the founder of Grosso Wealth Management LLC in Montclair, NJ, where he has worked since 2022. Prior to founding his firm, he spent three years at Kestra Private Wealth Services. Outside of his advisory role, Grosso is the President of the Joanne Grosso Foundation Inc. Grosso Wealth Management LLC is an independent, fee-only registered investment adviser that provides financial planning, discretionary portfolio management, and retirement plan consulting to individual clients and employer plan sponsors. The firm typically employs long-term, passive buy-and-hold strategies using mutual funds and ETFs and offers project-based planning, educational seminars, and fiduciary retirement plan services.

Robert Leitner is a CFP®-designated financial advisor with over 4 years of industry experience, affiliated with Financial Advisory Network. He has been associated with the firm since 1998 and has been self-employed since 1995. Financial Advisory Network serves individual clients as well as retirement and institutional accounts such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, consulting, and comprehensive written financial plans, supported by ongoing investment supervision and client education through seminars and newsletters.

Matthew Morano is a CFA® charterholder and financial advisor with 11 years of industry experience. He is the sole advisor at Curbstone Advisors LLC, an independent firm he has been with since 2015. Prior to this, he held a senior director position in business analysis at CME Group, Inc., where he worked full-time supporting front-office trading systems for futures, options, and swaps. Curbstone Advisors provides personalized portfolio management and ongoing investment supervision to individual clients on a fee-only basis. The firm emphasizes a strategic, cyclical, and contrarian asset allocation approach using low-cost ETFs, individual stocks, fixed income, and alternatives, while employing automated rebalancing and maintaining liquidity for opportunistic buying.