James Perrello is a financial advisor at Lancaster with Series 65 and Series 63 credentials and no industry experience. His prior work includes roles at Lancaster Systematic, Inc., Lancaster Partners, LLC, and Wolverine Trading. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments for individual, high-net-worth, and institutional clients. The firm uses a systematic and quantitative approach incorporating artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income with active trading.

Thomas Capola is a financial advisor with DGM Asset Management, L.L.C. in South Orange, New Jersey, holding Series 63 and Series 65 licenses with one year of industry experience. He is the founder of Rebel Goat Partners, LLC, established in 2024, which manages various residential and commercial real estate holdings for his family. Capola also founded DGM Asset Management in 1997 and remains involved in its operations. DGM Asset Management provides discretionary investment management and ongoing portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis alongside technical and cyclical methods and offers a range of strategies including long-term holdings, short-term trading, margin, option writing, and short sales.

John Lent is a CFA® charterholder with five years of industry experience. He has worked at Bourne Lent Asset Management, Inc. since 2006 and has a concurrent tenure at U.S. Trust Company dating back to 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm manages approximately $343.9 million across about 78 clients, emphasizing fundamental analysis and customized portfolio construction with a focus on individual equities and bonds, while also utilizing mutual funds and ETFs as needed.

James Suazo is a ChFC® credentialed advisor at Baron Financial Group LLC with five years of industry experience. He has been with Baron Financial Group since 2016. Baron Financial Group provides investment supervisory services and financial planning for individual and high-net-worth clients, pension plans, and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

James Pacilio Jr is a financial advisor at Kingsbridge Advisors, LLC with 51 years of industry experience. He holds a Series 63 designation and has worked at Kingsbridge Advisors and related firms since 2000, with prior experience at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as president of North Hill Gang, LLC, a hunting club. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly but evaluates and monitors external managers on clients' behalf.

Yisha Wang is a CFP® and Series 66 credentialed advisor with nine years of industry experience. She currently works at Taurus Financial and has previously held positions at Goldman Sachs Group, Clearbrook Advisory Inc, and LPL Financial. Wang is a co-founder of Taurus Solution Inc, an accounting and tax preparation business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across about 90 client relationships. The firm uses fundamental, quantitative, and modern portfolio analysis to guide portfolio construction, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.

George Allen is a financial advisor at G.B. Allen Associates, Inc. with 22 years of industry experience and Series 63 and 65 licenses. He has been with G.B. Allen Associates since 1987 and is also the managing partner and president of an affiliated CPA firm, GB Allen, Castro & Associates, providing tax consulting and accounting services. G.B. Allen Associates offers fee-only, discretionary investment management to individuals, trusts, estates, and business entities, serving both high-net-worth and non-HNW clients. The firm constructs customized portfolios using fundamental and technical analysis and maintains a small adviser team with principal-led supervision.

John Papa is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management and has been involved with Advanced Planning Strategies, doing business as Diversified Planning Strategies, since 1988. Outside of advisory roles, he is president of 1st Tee Investment Group LLC, a commercial building owner and manager. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $98 million across three advisors and employs a model portfolio approach through third-party sub-advisers and multiple external model providers.

Thomas Moore is a CFA® charterholder with over 31 years of industry experience. He is currently with Clemensen Capital Company LLC, where he has worked since 2021, and has also been affiliated with Morgan Stanley Private Bank since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm emphasizes a customized investment process with continuous portfolio oversight and may use derivative instruments within separately managed accounts.

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, holding a Series 65 designation with three years of industry experience. He has also worked at Montclair State University since 2016. Outside of his advisory role, he is a partner and member of Realty Management Advisors, LLC and Sterling Adams, LLC, both property management and real estate ownership companies. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis across various asset classes and may allocate assets to unaffiliated independent managers while typically recommending Charles Schwab for custody and clearing.

Michael Israel is a CFP® with 23 years of industry experience, currently serving as a partner at Revolve Wealth Partners, LLC since 2017. He previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Oppenheimer & Co. Inc. Israel is also a board member of a religious nonprofit organization, where he participates in board meetings and event coordination. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a diversified investment approach, including mutual funds, ETFs, individual equities, fixed income, and private placements, with an emphasis on growth and value integration, global diversification, and tax sensitivity.

Marjorie Netkin is a financial advisor with Woodstock Wealth Management, Inc. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior work includes roles at Woodstock Financial Group, Inc. and St Bernard Financial Services. She serves as president and majority owner of Edgewood Financial Group, which operates branch offices for her affiliated firms. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies, including a performance-based fee program benchmarked to the SPDR S&P 500 ETF.

Steven Maide is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and has prior experience with Coastal Equities, Inc. and Wells Fargo Advisors. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm focuses on fundamental analysis and customizes portfolios to clients’ goals, combining in-house management with independent managers, and providing financial planning and retirement-plan consulting services.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

Eric Fishman is a financial advisor at Key Client Fiduciary Advisors, LLC with 40 years of industry experience. He has been with Key Client Fiduciary Advisors since 2004 and holds a Series 63 designation. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Coastal Equities, Inc. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, discretionary investment management, and retirement plan consulting, using fundamental analysis to create client-specific portfolios aligned with each client’s objectives and risk tolerance.

Christian Garces is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Key Client Fiduciary Advisors, LLC since 2018, following prior roles at Coastal Equities, Inc. and Wells Fargo Advisors Financial Network LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm’s investment approach focuses on fundamental analysis and customized portfolio management aligned with each client’s objectives, time horizon, liquidity needs, and risk tolerance.