Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process emphasizing dividend-growth potential and above-average earnings prospects.

Marc Bautis is a financial advisor at Bautis Financial, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Bautis Financial since 2008. The firm provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with around $197 million in discretionary assets. Bautis Financial emphasizes client-specific Investment Policy Statements and employs a range of analytical tools to implement diversified trading strategies across multiple asset classes.

Harlan Malter is a financial advisor at Saposh & Malter, Inc. with 7 years of industry experience. He holds a Series 63 designation and has been with Saposh & Malter since 1998. Outside of his advisory role, he maintains an independent tax practice, dedicating a portion of his time to preparing tax returns. Saposh & Malter, Inc. provides discretionary portfolio management and financial planning to individuals, small businesses, retirement plans, trusts, and estates. The firm manages approximately $24.4 million across 19 client relationships and emphasizes strategic asset allocation supported by tactical adjustments, using a combination of active and passive funds, individual securities, and third-party research.

Robert Saposh is a CFP® with seven years of industry experience and has been with Saposh & Malter, Inc. since 1998. He is also a Certified Public Accountant and maintains an independent tax practice focused on personal tax preparation. Saposh & Malter is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, small businesses, retirement plans, trusts, and estates. The firm manages approximately $24.4 million across 19 client relationships and uses a strategic asset allocation approach supplemented by tactical shifts, relying on computer models and third-party research to guide investment decisions.

Douglas Wolfe is a financial advisor at Saddle River Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, Wolfe provides insurance services to clients who request them. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients. The firm offers portfolio management and comprehensive financial planning, focusing on ongoing planning and regular reviews. Their investment approach uses cost-efficient, globally allocated portfolios constructed with ETFs and mutual funds, guided by a proprietary research model that combines fundamental and technical analysis.

Michael Porro is a CFP® professional with 23 years at Michael J. Porro & Co. Financial Advisors, Inc. and 13 years of industry experience. He serves as a general partner in three limited partnerships that hold real estate. Michael J. Porro & Co. Financial Advisors provides investment management and financial planning to individual clients, trusts, estates, corporations, and pooled investment vehicles, employing a structured six-step planning process and actively managed portfolios across multiple asset classes.

Claudia Rodriguez is a financial advisor at Cenacle Partners with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Calyx Capital Advisors, LLC since 2013. Cenacle Partners provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, charitable institutions, foundations, and endowments. The firm employs a range of investment strategies including long-term, short-term, trading, and options, supported by research from financial periodicals and custodial firms, with most accounts managed on a discretionary basis.

Barbara Ann Dicostanzo is a CFP® professional with 34 years of industry experience. She is a member of Penbrook Management LLC, where she has worked since 2004, and also serves at Beech Hill Securities, Inc. since 2013. In addition to her advisory roles, she is a member of ANKAP LLC, a general partner of an investment partnership. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, focusing on portfolios concentrated in individual equities for capital appreciation, supplemented by bonds and other instruments, with investment strategies tailored to client objectives.

Keith Beverly is a financial advisor at Re Envision Wealth in New York, NY, with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Grid 202 Partners and Momentum Advisors, LLC. Beverly is a managing member of Democratizing Capital LLC and Re-Envision Capital LLC. Re Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families, and institutional clients, focusing on affluent and high-net-worth households. The firm emphasizes asset allocation based on fundamental and cyclical analysis, manages portfolios on a discretionary basis, and offers a separately managed account strategy aligned with client values.

William Medley is a CFA® charterholder with 10 years of industry experience. He has worked at Fithian LLC since 2022 and previously held roles at MBSC Securities Corporation and BNY Mellon. Medley is based in New York, NY, and holds the Series 66 designation. Fithian LLC provides discretionary investment advisory services to institutional and sophisticated investors, including high-net-worth individuals, family offices, endowments, and foundations. The firm employs a global, long-only, concentrated equity strategy based on bottom-up research and detailed due diligence, managing separately managed accounts on a discretionary basis with tailored client guidelines.

Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.

David Rappa is a financial advisor at Adalta Capital Management LLC with five years of industry experience. He serves as a board member of R.W. Pressprich & Co., a FINRA-registered broker-dealer based in New York. Rappa has worked at both Adalta Capital Management and R.W. Pressprich & Co. since 2016 and 2020, respectively. Adalta Capital Management LLC 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, estates, family offices, and institutional clients, employing a long-only, value-based investment approach that includes due diligence on third-party managers and customized portfolio construction.

Mitchell Heller is a financial advisor at Hemisphere Partners LLC with 21 years at the firm and five years of industry experience. He is based in New York, NY. Hemisphere Partners primarily advises high net worth individuals and their estate-planning vehicles and personal holding companies, providing ongoing investment advice, discretionary and non-discretionary portfolio management, and consulting services. The firm emphasizes individually tailored, diversified portfolios and utilizes established SMA platforms and custodian due diligence, focusing investment monitoring and advice within its small team of two principals.

Michael Raimondi is a financial advisor with Clarus Group LLC in New York, NY, holding a Series 65 designation and four years of industry experience. Prior to joining Clarus Group in 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Raimondi is active in the arts and nonprofit sectors, serving on the board of a charitable organization, managing finances for a theater conglomerate, coordinating reservations for the Dramatists Guild Foundation, and teaching Arts & Entertainment Management as an adjunct professor. Clarus Group LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across 182 clients, employing a combination of fundamental and technical analysis to construct primarily long-term portfolios with flexibility for tax management and market opportunities.

Shaun La Fleur is a financial advisor at Avrio Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Eagle Review and roles at Cambridge Clean Energy and periods of unemployment. Avrio Wealth is an SEC-registered adviser serving individuals, including many high-net-worth clients, as well as corporations and institutions. The firm offers financial planning, investment advisory services, and portfolio management with a globally diversified, total-return approach that incorporates low-cost ETFs, individual equities, fixed income, real estate, private placements, and other alternatives.

William Villafranco is the principal advisor at Villafranco Wealth Management in Cresskill, NJ, with 30 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Apb Financial Group, Inc. He is involved in several nonprofit organizations, serving as a trustee for the Virginia B. Toulmin Foundation III and the National Foundation for Facial Reconstruction, and is the founder of Footprints in the Sand as well as owner of Humble Yoga LLC. Villafranco Wealth Management provides personalized investment management services to wealthy individuals, high net worth families, trusts, private foundations, and internal private investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, sponsors and advises private pooled investment vehicles, and manages related private funds, with a focus on customized portfolios using model allocations, fundamental analysis, and a mix of mutual funds, ETFs, equities, and third-party managers.

Ilir Gjoni is a CFP® professional with 13 years of experience at Capital Preservation Partners, Inc. in Bronxville, NY. He has been with the firm since 2013. Outside of his advisory role, he is involved in real estate brokerage and property management through entities including Alphabet Realty, LTD and Adriatic Holdings LLC. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans, providing tailored financial planning and portfolio management. The firm uses a combination of fundamental and technical analysis to construct portfolios and emphasizes ongoing monitoring and specialized planning services.

Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

Kenneth Marshall is a financial advisor at Development Group LLC with 23 years at the firm and 5 years of industry experience. He holds the CFP® designation along with Series 66 and Series 65 licenses. Development Group LLC provides non-discretionary investment consulting and research services to middle-market institutional clients, including corporations, foundations, and endowments. The firm utilizes quantitative and risk-analytic methods to offer asset allocation advice, advisor selection, due diligence, and portfolio modeling without managing client assets directly.