David Cohen is a financial advisor with Sterling Financial Management, Inc. in Morristown, NJ, holding a CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been affiliated with SagePoint Financial, Inc. since 2009 and OSAIC since 2023. Cohen is also the owner and president of Sterling Financial Management, where he oversees all duties associated with the registered investment advisory firm. Sterling Financial Management serves individuals, trusts, and retirement plans with customized financial planning, hourly consulting, and investment advisory services. The firm employs both fundamental and technical analysis, generally favoring mutual funds and ETFs in long-term strategies, and manages accounts on a non-discretionary basis with regular client reporting.

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.

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.​

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.

Ioannis Papatherapontos is a financial advisor with J.Pappas Investments, holding a Series 66 designation and 21 years of industry experience. He has held roles at several affiliated firms, including Pappas Financial Group, First Financial Consultants, and J.Pappas Realty. Outside of his advisory work, he serves as CEO of companies involved in merchant services, energy brokerage, and insurance sales, focusing primarily on sales and business development. J.Pappas Investments provides investment management and financial planning to individuals, small businesses, trusts, and estates. The firm constructs diversified portfolios using a combination of fundamental, technical, and economic analysis, managing accounts largely on a discretionary basis while tailoring advice to client objectives and risk tolerance.

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.

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.

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.

Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of Autonomous Technologies Group Inc., both based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has one year of experience in financial advisory services. Prior to founding Autonomous Wealth Management, he held positions in the hospitality and entertainment industries. Swart is also co-owner of a wine bar in Grand Rapids, Michigan. Autonomous Wealth Management provides discretionary investment management to an invitation-only retail client base using proprietary AI-driven portfolio construction and compliance systems. The firm operates through a digital platform and manages accounts custodied at Apex Clearing Corporation without charging advisory fees during its beta phase.

Youwei Jing is an advisor at Alterra with a Series 65 designation and no prior industry experience. Before joining Alterra, Jing worked at several companies including DevelopIntelligence, Bubble, and Correlation One. Alterra Group LLC is an independent investment adviser specializing in managing short box spread options strategies using exchange-traded, European-style S&P 500 index options. The firm serves individuals, other advisers, and small businesses, focusing exclusively on these strategies without providing comprehensive financial planning.

Warren Stean is a Series 65-licensed financial advisor with seven years of industry experience. He is the founder and director of Atlantica Wealth, LLC, a firm providing financial consultancy services to UK expatriates, where he focuses on business development for investment advisory services in the United States. He has worked at Liberty Wealth Managers since 2022 and has prior experience at several firms, including WestFuller Advisors and Abbey Financial Solutions. Liberty Wealth Managers offers fee-based investment advisory services primarily to individual United Kingdom expatriates, specializing in pension transfer assistance and portfolio management. The firm uses a tactical allocation approach mainly through exchange-traded funds and mutual funds, operating on a non-discretionary basis with a focus on longer-term holdings.

Mark Vogel is the sole advisor at Mark Vogel Wealth Management, LLC, located in North Caldwell, NJ. He holds a Series 65 designation and has 14 years of experience in financial advising. In addition to his work in wealth management since 2003, he has practiced law as a sole proprietor since 1991, dedicating a significant portion of his time to his legal practice. Mark Vogel Wealth Management provides discretionary portfolio management for individuals, trusts, and small-company pension accounts, managing approximately $96 million in assets. The firm employs a concentrated, growth-at-a-reasonable-price strategy focused on a small number of individual stocks and offers performance-based compensation options for qualified clients.