Peter D'agati is a CFA® charterholder with 18 years of industry experience. He has been with Stembrook Asset Management, LLC since 2007, where he serves as one of two advisors. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, with both long- and short-term trading strategies, including the active use of derivatives and allocations to digital assets when appropriate.

Brett Golden is a financial advisor at Trowbridge Capital Partners LLC with four years of industry experience. He holds a Series 63 designation and has been with Trowbridge Capital Partners since 2018. In addition to his advisory role, he is the founder of The Chart Lab, a company that provides software solutions for portfolio management and quantitative investment research through monthly subscriptions. Trowbridge Capital Partners is a single-advisor independent firm offering portfolio management and model-driven strategies primarily for high-net-worth individuals, pension and profit-sharing plans, corporations, insurance companies, and other investment advisers. The firm employs a quantitative investment process focused on mid- to large-cap U.S. equities within an All Weather framework, and it also serves as a subadviser and model provider to third-party platforms.

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.

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.

Andrew Leicht is the principal advisor at Leicht Financial Planning and Wealth Management in Parsippany, NJ, holding the CFP®, ChFC®, and Series 63 designations with 28 years of industry experience. He has been affiliated with LPL Financial LLC and his own firm since 2014. In addition to his advisory role, he is a licensed producer of long-term care insurance through LTCi Partners. Leicht Financial Planning and Wealth Management serves approximately 190 client relationships, providing discretionary investment management and comprehensive financial planning for individuals, trusts, estates, and various business entities. The firm employs ETF-based model portfolios with tailored adjustments and utilizes a combination of fundamental, technical, and cyclical analysis, alongside tax-loss harvesting strategies, to align portfolios with client objectives.

John Mccolgan is the sole advisor at Prospect Hill Management, LLC in Summit, NJ, holding a Series 65 designation with 21 years of industry experience. He has been with Prospect Hill Management since 2000. Prospect Hill Management provides discretionary investment supervisory services and individual portfolio management primarily to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm employs a combination of fundamental, technical, and qualitative analysis with an emphasis on asset allocation across various instruments, managing accounts on a discretionary basis with at least monthly reviews.

Falk Laube is a Series 65-licensed advisor at Freedom Investments, Corp. with two years of industry experience. He previously worked at R.G. Niederhoffer Capital Management for seven years and has been involved with Fantagora, a software development and technology consulting firm, as a director and consultant since 2020. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, while offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements, including fund structuring, capital formation support, and investment technology development.

Daniel Ryan is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Sincerus Advisory since 2019 and previously spent ten years at RCL Advisors, LLC. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis alongside passive investment strategies and typically manages accounts on a discretionary basis.

Kiran Kumar Devarapalli is a CFA® charterholder with 11 years of industry experience. He is currently with Ciro Capital LLC, where he serves as Founder and CEO, and previously worked at Morgan Stanley Private Wealth Management and LPL Financial LLC. In addition to his advisory role, he founded Ciro Insurance Solutions, LLC, which provides tailored non-variable life insurance and annuity products. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with a focus on asset allocation and manager oversight.

A fee only and hourly NAPFA - Registered Financial Advisor and Certified Financial Planner ™ professional who enjoys helping clients take the many puzzle pieces in their financial lives and connect them so that they have the financial lives they want to have now or in the future. Specialties: fee only financial planning, wealth management, client management, retirement planning, education planning, financial literacy As an hourly only financial strategist, I leverage my knowledge and experience working with individuals and families at all levels of wealth and at multiple institutions to benefit my clients.

Simon Dixon is the sole advisor at Hudson House Capital Incorporated, holding a Series 65 credential with no prior industry experience before joining the firm in 2025. He is also CEO of Fundsnet Limited, an online discount fund broker, and City House Investors Limited, an investment advisory firm, both based in Harrogate, UK. His involvement in these businesses includes approximately 30 hours per month combined, with City House Investors Limited work occurring during trading hours. Hudson House Capital Incorporated is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and businesses. The firm employs a mix of passive and active strategies, focusing on asset allocation and security selection, and serves a broad client base including non-high-net-worth individuals.

Richard Polo Jr. is a financial advisor at Retirement Wealth Management, LLC with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Cetera and as a self-employed consultant. In addition to his advisory role, he manages an accounting and tax consulting practice. Retirement Wealth Management, LLC serves primarily individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $60.7 million in assets. The firm employs a long-term, fundamentally driven investment strategy and offers discretionary wealth management, financial planning, and access to independent managers and insurance consulting.

Robert Colby is the principal of Robert W. Colby Asset Management, Inc. in New York, NY, with 9 years of industry experience. He holds a Series 65 designation and has been self-employed since 2001. Colby conducts quantitative and technical research, and he is an author of books and articles published on multiple platforms, including his own websites. His firm serves individual and high-net-worth clients with approximately $4.63 million in discretionary assets under management. The firm employs proprietary quantitative and technical methods focused on Exchange Traded Funds and systematic ranking, offering a limited selection of actively managed portfolios and allocations with dynamic allocation strategies.

Christian Vivas is a financial advisor at Ronald Gelok & Associates, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the financial sector since 2016. Outside of his advisory work, Vivas teaches group fitness classes at local YMCA branches in New Jersey. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm provides comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products, using independent managers and sub-advisory platforms tailored to clients' risk profiles.

John Nettuno is a financial advisor at J.H. Darbie & Co., Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at St Joseph's Health for nine years. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individual and institutional clients, employing a combination of cyclical, fundamental, and technical analysis alongside value-oriented, tactical, and strategic asset allocation. The firm participates in third-party adviser programs and conducts regular account reviews.

Jill Schum is a financial advisor at Third Eye Associates, Ltd with a Series 65 designation and four years of industry experience. Prior to joining the firm, she worked at Perfectress US and WE Consulting Group. Third Eye Associates provides financial life-planning and advisory services primarily to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning using values-based and transition-oriented approaches, referring clients to third-party money managers for investment execution.

John Connolly is a financial advisor at Atlantis Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2008 and 2009, respectively. Outside of his advisory role, he is a broker for a health care insurance firm, receiving annual renewal compensation. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm provides discretionary portfolio management utilizing a combination of macro, fundamental, technical, and cycle analysis, and is noted for its use of derivatives primarily as risk-management tools to reduce volatility.

Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Novare Capital Management, LLC and TIAA-CREF Individual & Institutional Services, LLC. SMP Financial Planning, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored 401(k) plans. The firm offers discretionary portfolio management and consulting services, utilizing a mix of fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving at Saiph Capital, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Saxton is a member of the Screen Actors Guild and occasionally works as an actor, extra, and stunt player. He is also president of The Saxton Foundation, a charitable organization. Saiph Capital provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and banking institutions. The firm manages approximately $361 million in assets and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios using mutual funds, ETFs, individual securities, and Independent Managers.