Jared Friedman is a CFP® professional with over 21 years of experience in financial advisory services. He has worked at IFS Securities, Inc. and IFS Advisory, LLC, and has been with Redwood Financial Planning, LLC since 2010, where he currently serves as President. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Redwood Financial Planning, LLC manages approximately $213 million for individual, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management, third-party asset manager selection, and financial planning, using a combination of fundamental analysis and tactical overlay strategies.

Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Third Eye Associates since 2005 and previously worked at Nathan & Lewis Securities, Inc. from 2002 to 2003. Third Eye Associates serves individuals, families, business owners, and high-net-worth clients, offering financial life-planning and advisory services centered on goals, retirement, tax, and estate coordination. The firm employs a values-based planning approach and refers clients to third-party managers for discretionary asset management rather than managing portfolios directly.

Robert Mazzocco is a financial advisor at LeClair Wealth Partners in New York, NY, holding Series 66 and Series 65 licenses. He has experience working at several firms including GT Securities, LeClair Capital Partners, and Arch Cape Company. LeClair Wealth Partners provides financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach supported by artificial intelligence tools and offers a broad range of investment products through a digital platform.

David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.

David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bristol Myers Squibb and Hovione. In addition to his advisory role, he operates an independent insurance and annuity product sales business. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to individuals, families, and various entities. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory, with client accounts managed through third-party co-advisors.

Peter Bombara is a financial advisor with PCB Capital LLC in East Brunswick, NJ, holding Series 65 and Series 63 licenses and has 14 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and leadership positions within multiple related entities since 2003. Outside of his advisory duties, he is the owner of PCB Financial Advisory Group, where he offers fixed annuities, equity-indexed annuities, and traditional life insurance products. PCB Capital provides wealth management and investment advisory services to individuals, including high-net-worth clients, and small businesses. The firm employs fundamental and technical analysis combined with modern portfolio principles to tailor asset allocation and risk exposure, utilizing mutual funds, ETFs, in-house model portfolios, and third-party independent managers.

David Enciso is a Series 65-credentialed advisor at Financial Q Group LLC with experience at MetLife Investment Management, QQ Capital Fund, and Lockheed Martin. He has been with Financial Q Group since 2026. Financial Q Group LLC is a registered investment adviser serving high-net-worth individuals, trusts, family offices, and other entities. The firm employs a disciplined, systematic investment process combining fundamental, macroeconomic, and technical analysis, utilizing a range of instruments including derivatives, hedging, and short positions to tailor strategies across multiple time horizons.

Kevin Gibney is a financial advisor at Kevin M. Gibney and Company, LLC with 24 years of industry experience. He holds a Series 66 designation and has led his firm since 2009. Gibney is also a licensed insurance producer in multiple states. Kevin M. Gibney and Company, LLC serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using a range of strategies including equity investments, option writing, and independent manager allocations.

Arber Jashari is a financial advisor at Passive Management LLC in New York, NY, holding a Series 65 credential and five years of industry experience. His work history includes roles at Passive Management LLC, Advisory Management, and TD Bank. Prior to his financial industry career, he worked nearly a decade at Angelina's Ristorante. Passive Management LLC serves individual clients, small businesses, trusts, estates, and retirement plans, managing approximately $22.3 million across about 109 clients. The firm employs a model-driven investment approach combining quantitative, fundamental, and technical analysis, with discretionary portfolio management that may include the use of leverage, derivatives, and alternative exposures such as crypto ETFs.

Nilanjan Das is a CFA® charterholder currently with Ciro Capital LLC and has one year of experience in the industry. His prior work history includes roles at Blue Sun Advisors LLC, Decimal Point Analytics, and Deutsche Bank. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios and incorporates third-party money manager oversight as part of its investment approach.

Vanessa Curran is a financial advisor at Kevin M. Gibney and Company, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. In addition to her advisory role, she is a licensed insurance producer in several states. Kevin M. Gibney and Company, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, managing approximately $296 million in client assets.

Shalabh Mehrish is a financial advisor at VinsonCap Wealth Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Hudson Advisors/Lone Star Funds for twelve years. Mehrish is also a member of VinsonCap LLC, serving as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors provides portfolio management and advisory services to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach emphasizing diversification, consistency, and tax considerations.

Steven Puckett is the sole advisor at Fiduciary Pension Partners, LLC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Fiduciary Pension Partners since 2016 and was associated with Gateway Advisory, LLC from 2016 to 2022. Outside of advisory services, he is a majority member and part-owner of Boathouse Investment Properties, LLC, a real estate management business. Fiduciary Pension Partners serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing discretionary portfolio management and pension consulting. The firm employs a varied investment approach incorporating multiple analytical methods and manages both advisory and consulting assets, with a notable pension plan consulting presence.

Ann Marie Regal is a CFP® with 10 years of industry experience, currently serving as a Member and Chief Compliance Officer at Avrio Wealth LLC. She has prior experience at Capital Privée Suisse S.A. and Globaleye Pte Ltd. Ms. Regal is also the CEO and CCO of Avrio Wealth Pte Ltd and holds a license from the Monetary Authority of Singapore. Additionally, she serves as a managing member of CPS German I, LLC, which originates and services loans to real estate developers. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers comprehensive planning with written Investment Policy Statements, global diversification primarily through ETFs, and conducts due diligence on alternative investments, serving a focused client base with an international and affiliated structure.

Lawrence Levy is a financial advisor at IKE Capital, LLC with 35 years of industry experience. He has been with IKE Capital since 2004 and holds Series 63 and Series 65 designations. IKE Capital provides discretionary and non-discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $257 million in client assets and focuses on customized portfolios emphasizing large-cap equities, fixed income, REITs, ETFs, and private investments tailored to clients’ risk tolerance and time horizon.

Michael Dopazo is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Invst LLC and Equitable Advisors. Outside of advising, he has sales roles in life insurance and group health. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning services primarily to individuals and pension/profit-sharing plans. The firm manages approximately $35.9 million for around 130 clients using a long-term, research-driven investment approach focused on ETFs, equities, and fixed income.

John Zeltmann is a CFP® and CFA® with 17 years of industry experience. He has been with S.F. Ehrlich Associates, Inc. since 2007. S.F. Ehrlich Associates provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, employing a strategic asset-allocation framework that combines passive and active investment strategies. The firm offers ongoing portfolio management as well as stand-alone planning and consulting engagements under a fee-only, asset-based advisory model.

Jane Bunch is a financial advisor at Revalue LLC in New York, NY, holding a Series 65 credential. She has been with Revalue since 2020 and has prior experience at Zingerman's Cornman Farms and Sweetwaters Coffee and Tea. Revalue serves individual investors and mission-driven institutional clients with investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and offers a unique subscription-based educational platform alongside traditional portfolio management services.

Alec Mc Kenna is a financial advisor at Gables Capital Management, Inc. in New York, NY, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Masterworks Advisers, LLC, Arete Wealth Advisors, and Templum Markets LLC. Gables Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension and profit-sharing plans, and institutional clients, combining fundamental and technical analysis for tailored asset allocations. The firm manages both separately managed accounts and a private pooled vehicle, employing strategies that include long and short equity positions and various derivatives.

Joseph Orlando Jr. is a financial advisor with VCP Financial LLC, holding Series 63 and Series 65 credentials and offering 24 years of industry experience. He has worked at VCP Financial since 2019 and previously spent three years at First Standard Financial Company. Outside of his advisory role, he serves as president of Buy Long Enterprises, a corporation maintaining financial records. VCP Financial LLC provides portfolio management, financial planning, pension consulting, and other advisory services to individuals, pension plans, and business entities. The firm employs a range of investment strategies, including long- and short-term trading and options writing, managing accounts on both discretionary and non-discretionary bases with documented client risk tolerance and objectives.