Michael Dopazo is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 licenses and offering 21 years of industry experience. His prior work includes roles at Invst LLC, Jarred Bunch Consulting, and MassMutual. Outside of advisory work, he has sales roles related to life and group health insurance. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning primarily for individual clients and pension/profit-sharing plans. The firm’s approach includes constructing portfolios based on ETFs, equities, and fixed income using multiple analytical methods, emphasizing long-term trading and documented client objectives.

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 in Staten Island, NY, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. Before joining VCP Financial in 2019, he worked at First Standard Financial Company from 2016 to 2019. Outside of advisory work, he serves as president of Buy Long Enterprises, a corporation involved with maintaining financial records. VCP Financial LLC provides portfolio management, financial planning, pension consulting, and other advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses a multifaceted investment approach, including fundamental and technical analysis and various trading strategies, and is notable for managing a significant portion of assets on a non-discretionary basis and its affiliation with related investment entities.

Peter Christakos is a financial advisor with Westfield Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been involved in multiple business activities including owning a CPA firm, Christakos & Co., and working as a real estate agent with Century 21 and Christakos Real Estate. He also teaches as an adjunct professor in the CFP program at Fairleigh Dickinson University and instructs CPAs nationwide on financial planning. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside personal financial planning and retirement plan advisory services. The firm employs tailored asset allocations using various investment vehicles and combines fundamental, cyclical, and technical analysis to support both long-term and tactical strategies.

Michael Warszawski is a CFA® charterholder with eight years of industry experience, currently serving at CWM Partners, LLC since 2018. Prior to joining CWM Partners, he worked at Manchester Capital Management from 2014 to 2018. He is a Group Chair of TIGER 21, LLC, a membership network for high-net-worth individuals, where he facilitates peer group meetings focused on investing and family matters. Additionally, Warszawski serves on the advisory board of First National Realty Partners. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios across various asset classes and coordinates with third-party advisers while maintaining primary advisory relationships.

Cheskal Deutsch is a financial advisor at CSD Financial LLC with nine years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. Deutsch is also the sole member and CEO of Attentive Care Service Coordination LLC, a Medicaid service coordination business. CSD Financial LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by providing comprehensive financial planning, goal-based planning, and investment management. The firm offers customized financial roadmaps, portfolio management, and retirement plan consulting, utilizing both in-house and third-party model portfolios.

William Anderson is a Series 65-licensed financial advisor with Robert W. Colby Asset Management, Inc. in New York, NY. He has 16 years of industry experience and has been with the firm since 2009. Robert W. Colby Asset Management serves individual and high-net-worth clients with a limited offering of six actively managed portfolios and four allocations. The firm uses proprietary quantitative and technical methods, including a Relative Strength Method and a Systematic Trend Identification System, focusing primarily on ETFs and systematic ranking to guide security selection.

Scott Hechler is a financial advisor at PureVest with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, SW Financial, Worden Capital Management, and Legend Securities. PureVest offers fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary management with tailored portfolios that incorporate a range of investment strategies and ongoing oversight.

Robert Rabinowitz is a financial advisor with J.H. Darbie & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with J.H. Darbie since 1997 and also serves as CEO of Wolf A. Popper, Inc. and Trend Trader LLC. Outside of investment activities, Rabinowitz is involved in business accounting and consulting. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, and participates in third-party adviser programs.

Yan Sun is a CFA® charterholder with 18 years of industry experience, currently serving at Taurus Financial in Jersey City, NJ. His prior work includes roles at Credit Suisse Securities and LPL Financial. He is also the owner of TDG International LLC, a non-investment-related business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing fundamental and quantitative analysis alongside a range of investment strategies.

Eleana Mclane is a financial advisor at Redwood Financial Planning, LLC with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Nationwide Investment Services Corporation. Redwood Financial Planning, LLC manages approximately $213 million across three advisors, providing portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs fundamental analysis combined with tactical overlay strategies and offers both discretionary and non-discretionary mandates, including due diligence and monitoring of recommended third-party asset managers.

Katherine Feeney is a CFP® and CFA® with over 10 years of industry experience. She has worked at Offit Capital for nine years before joining Summit Place Financial Advisors, LLC, where she is part of a four-advisor team. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $256 million in discretionary assets and uses a combination of fundamental, technical, and charting analysis across multiple asset types and trading approaches.

Mikael Larsson is a financial advisor at StrataCore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. In addition to his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm, Sweden, dedicating approximately half of his time to that activity. StrataCore Capital Management, LLC manages around $97 million in client assets, serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach, offering both discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services.

Peter Thomann is a CFP® professional with five years of experience at Brave Eagle Wealth Management. He is also the President and owner of Thomann Tax, Inc., a tax preparation business he has operated since 2005. Thomann manages wealth and provides financial planning services from Brave Eagle’s New York office. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses with comprehensive wealth management, portfolio management, and business and tax consulting. The firm manages approximately $72 million across about 100 client relationships, using an investment approach that incorporates active management, modern portfolio theory, tax-aware allocation, and the use of derivatives in managed accounts.

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

Ryan Cole is a financial advisor with Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Integrity Advisory Partners since 2012 and has a longer tenure with affiliated entities including Integrity Financial Partners and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and provides insurance placement and business consulting through Liberty Mutual. Integrity Advisory Partners LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a mix of long-term, short-term, and trading strategies with an emphasis on client involvement, managing portfolios primarily on a non-discretionary basis.

Sean Mc Cormack is a financial advisor at Cornbelt Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornbelt Financial since 2021. Outside of his advisory role, he is involved with SHFuse, Inc., a company specializing in data analytics. Cornbelt Financial serves individual clients and small service-based business owners, offering discretionary portfolio management, financial planning, tax preparation, and business services. The firm combines top-down and bottom-up analysis with various investment methods and emphasizes tax efficiency, regular risk analysis, and portfolio alignment with client goals.

Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.