Benjamin Thomas is a financial advisor with 4Sight Advisors LLC in Nyack, NY, holding Series 66, Series 63, and Series 65 credentials and two years of industry experience. His prior roles include positions at AscendLearning LLC and Harrington ED, alongside long-term affiliations with MML Investors Services Inc and Mass Mutual. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes mutual funds, equities, fixed income, ETFs, annuities, and less common pooled investment vehicles, while employing various analysis methods and maintaining in-house asset management.

Kristopher Grossman is a financial advisor at Kingsbridge Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kingsbridge Advisors and Equitable Advisors since 2009. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, charitable organizations, and other business entities by referring clients to third-party money managers and providing pension consulting to plan sponsors and fiduciaries. The firm does not manage assets directly but conducts ongoing monitoring and reviews for clients.

Gamal Walker is a financial advisor with 4Sight Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank for one year before joining 4Sight Advisors. He is also a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors serves individual and high-net-worth clients as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm utilizes a range of investment approaches including fundamental and quantitative analysis, managing client assets in-house and advising on pooled investment vehicles such as real estate and venture capital funds.

Edward Condon is a financial advisor at Cenacle Partners with 18 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Cenacle Partners since 2012 and Third Seven Capital since 2022. He also serves as CEO of Cenacle Partners. Cenacle Partners provides investment advisory and fee-based financial planning to individuals, families, charitable institutions, foundations, endowments, and trusts, employing a range of strategies including fundamental and technical analysis, discretionary portfolio management, and manager selection.

David Yates is a financial advisor with Podell Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at New York Life Insurance Company and various affiliated firms from 2000 to 2023. He is also an independent insurance agent based in Fairfield, NJ. Podell Financial Group LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm tailors investment recommendations based on client objectives and risk tolerances, offering both discretionary and non-discretionary managed-account programs.

Theodore Goneos is a financial advisor with Chesapeake Asset Management LLC, holding Series 65 and Series 63 credentials. He has over two decades of industry experience, including a 23-year tenure at Endevon Capital, LLC. Outside of his advisory role, he serves as a trustee for The RETEP Trust and has held managing member positions in business consulting entities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and registered investment advisers. The firm employs fundamental analysis in its public-markets investment process and offers both discretionary portfolio management and non-discretionary advisory support for alternative investments.

Jacob Oleshansky is a Series 65-licensed financial advisor with eight years at Radix Organization, Inc. and five years of industry experience. Prior to joining Radix, he held roles at Nur Restaurant and Breads Bakery. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting primarily to high-net-worth individual investors. The firm uses a combination of fundamental, technical, charting, and cyclical analysis alongside both long- and short-term trading strategies to tailor and actively manage portfolios.

Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.

Peter Vlachos is a financial advisor at Adalta Capital Management LLC with seven years of industry experience. He has been with Adalta Capital Management since 2016. Adalta Capital Management provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts and estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies and incorporating third-party manager allocation after due diligence.

Andrea Zilli is a CFA® charterholder and holds the Series 66 license with 11 years of industry experience. He has worked at firms including Merrill Lynch and Kore Private Wealth, and is the founder and CIO of AZ Partners, an advisory and consulting firm for asset management entities. He has been with SFI Advisors, LLC since 2025 and concurrently involved with AZ Partners since 2023. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, corporate retirement plan consulting, and family office services. The firm implements tailored portfolios using approaches such as modern portfolio theory and long-term purchase strategies.

Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

John Kelly is a Series 63 licensed financial advisor at Radix Organization, Inc. in New York, NY, with 5 years of industry experience. He has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across both long- and short-term trading strategies, managing about $200 million for roughly 90 clients.

Michael Bernstein is a CFP® professional with three years of industry experience. He is currently with Lionshead Wealth Management, LLC and previously worked at Noble Financial Group, Equinox, Investor Solutions, Brightscape Investors, and the University of Miami. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm offers customized portfolios aligned with client objectives and risk tolerance, employing model portfolios and strategies such as Modern Portfolio Theory and tax-loss harvesting.

Giuseppe Roveccio is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is currently the sole advisor at G & R Financial Solutions LLC, where he has worked since 2024. Prior to this, he spent seven years at Stawnychy Financial Services, Inc. and one year at Regal Investment Advisors, LLC. Roveccio is also a licensed insurance agent involved in the sale of various insurance products. G & R Financial Solutions LLC provides discretionary and non-discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes tailored advice based on clients’ objectives, risk tolerance, and time horizon, employing a blend of asset allocation, dollar-cost averaging, technical analysis, and trading techniques with a focus on tax awareness and regular account reviews.

Linda Mccurdy is a financial advisor with Radix Organization, Inc., holding a Series 63 designation and five years of industry experience. She has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a range of analytical approaches and trading strategies to tailor and manage equity-focused portfolios, overseeing approximately $200 million for around 90 clients.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

Robert Braglia is a financial advisor with American Financial & Tax Strategies, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has been with American Financial & Tax Strategies since 1992. In addition to advisory work, he performs trustee and executor duties for certain clients. American Financial & Tax Strategies provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, and business entities. The firm emphasizes comprehensive financial planning combined with discretionary portfolio management, typically using exchange-traded and mutual funds with a focus on institutional-class shares and tax-aware rebalancing.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

Aiylam Sankaran is a financial advisor at V2 Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at V2 Financial Group since 2018, following a nine-year tenure at Sagepoint Financial, Inc. V2 Financial Group provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $350 million in client assets. The firm employs an investment approach based on modern portfolio theory, combining long-term strategic allocations with tactical shifts informed by fundamental and technical research.

David Grossman is a financial advisor with Kingsbridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Kingsbridge Advisors since 2004 and has been affiliated with Equitable Advisors and Axa Advisors since 1999. Outside of advisory roles, he is involved in an insurance brokerage business. 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 or take custody of assets, focusing instead on manager selection and ongoing monitoring.