James Marrocco is a CFP® and CFA® with seven years of industry experience. He has worked at Thinking Big Financial since 2017 and previously spent ten years at Zweig-DiMenna Associates. Thinking Big Financial provides holistic financial planning and discretionary investment management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes asset allocation and passive investing with index funds and ETFs, tailoring portfolios based on client-specific investment policy statements and conducting regular reviews to align with clients’ evolving goals.

Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. PureVest provides 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 tailored portfolios and client authorization for trades within a non-discretionary investment approach.

Mark Zagotti is a financial advisor with Next GEN Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His career includes roles at Equitable Advisors, AXA Advisors, Cathay Securities, Inc., and currently at Remsenburg Securities, LLC and Blue Diamond Securities of America LLC. Outside of his advisory work, he owns Z Force, LLC, which provides compliance consulting services. Next GEN Advisors primarily serves high-net-worth individuals and related entities, offering asset management, financial planning, and consulting services through various account structures. The firm combines fundamental and technical investment methods and is distinguished by its affiliation with Cathay Securities, a registered broker-dealer that allows for dual registration of its advisors.

Ariel Serber is a financial advisor at Clutch Capital Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Clutch Capital since 2018. Prior to this, he was with Axa Advisors for five years and currently serves as Director of Client Relationships at Lions Assurance Financial, a business consulting firm focused on benefits and continuity planning. Clutch Capital Management provides portfolio management, asset allocation, trading, and financial planning services to individual investors, retirement plans, trusts, charitable organizations, and business entities. The firm employs a top-down investment approach emphasizing diversification and risk management, incorporating derivatives trading strategies, and accommodates client-imposed investment restrictions.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years of experience in the industry, including three years in her current role. She holds the Series 66 and Series 65 credentials. Prior to joining Relevé Financial Group, she worked at NorthRock Partners, LLC for three years. Outside of her advisory work, she is involved in music as a vocal director and teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through comprehensive financial planning, consulting, and portfolio management. The firm offers a proprietary subscription-based advisory platform alongside traditional managed-account services.

Vid Ponnapalli is a CFP® with 11 years of industry experience and has been with Unique Financial Advisors LLC since 2014. He is also the sole owner of Unique Tax Consultants, a separate business providing tax preparation and planning services for individuals, families, and small businesses. Unique Financial Advisors LLC offers financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily uses a passive investment approach with index funds and ETFs, combining fundamental analysis within financial plans and managing accounts on a discretionary basis through Charles Schwab.

Paul Ferguson is a financial advisor at Israel's Ferguson Asset Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with the firm since 2009 and is also retired from prior roles. Israel's Ferguson Asset Advisors LLC provides investment management, portfolio review, and financial consulting services to individuals, trusts, retirement plans, nonprofits, and businesses. The firm employs a long-term investment approach focused on capital preservation and tailored asset allocation, managing approximately $19 million in discretionary assets across about 108 client relationships.

Peter May is a CFP® and Series 63-registered financial advisor with HFH Planning Inc. in New York, NY, where he has worked since 2015. He has four years of industry experience. Outside of his advisory role, he is a member of Calliope 2022, LLC, an art gallery in Brooklyn, where he handles accounting and administrative duties. HFH Planning provides fee-only financial planning and investment supervisory services primarily to individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a mix of active funds and passive ETFs, global diversification, and mostly non-discretionary management.

Shimon Willig is a financial advisor at MWM Group LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and MiR Jerusalem. Willig is also a licensed fixed insurance broker. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, managing approximately $431 million in discretionary assets through proprietary asset-allocation models and a variety of managed account strategies.

Timothy Healy is a financial advisor at The Healy Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Healy Group since 2009. The firm provides individualized portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The Healy Group uses a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing, managing approximately $17.7 million in discretionary assets as of the end of 2024.

Michael Picardi is a financial advisor at Freedom Investments, Corp. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Sanford C. Bernstein & Co., LLC and Dalmore Group LLC. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements such as fund structuring, capital formation, and investment technology development.

Fuqi Chen is a financial advisor at Taurus Financial in Jersey City, NJ, holding a Series 66 designation with three years of industry experience. Prior to joining Taurus Financial, Chen was affiliated with LPL Financial LLC and Angel Light Capital. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $162 million across about 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, and modern portfolio analysis to guide investment decisions.

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.

Daniel Ziment is a financial advisor at Ziment Financial Advisors, Inc. with six years of industry experience. He previously worked at Morgan Stanley and Goldman Sachs and has held roles at The Wharton School and Evolent Health. He holds Series 65 and Series 63 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market and idiosyncratic risk, offering tailored asset allocations across various asset classes.

John Luedke is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State from 2011 to 2023. Outside of his advisory role, he also works as a consultant for Mantis Innovation. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals and related entities, focusing on equity securities. The firm uses a combination of fundamental analysis and daily technical reviews to tailor investment programs to clients’ objectives and risk tolerances, and it employs performance-based compensation for qualified clients.

Lorne Bycoff is a financial advisor at The Bycoff Group LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Triad Hybrid Solutions, Bank of America, N.A., and Merrill. Outside of his advisory work, he serves on the Duke Young Alumni Development Council and assists with grant processes for Men of Reform Judaism. The Bycoff Group LLC provides discretionary investment advisory services primarily to high net worth individuals, families, trusts, estates, business owners, and institutions. The firm employs an equity-focused, growth-oriented investment approach with concentrated allocations and offers consulting, third-party manager evaluations, and multiple portfolio strategies, including tools such as options, margin, and short sales to achieve client objectives.

Dwarka Kalantry is a CFA® charterholder with 38 years of industry experience. He is a principal of Kalantry Advisors LLC and has previously worked at Sagepoint Financial, Inc., as well as operating as a self-employed CPA since 1976. He continues to maintain an active CPA practice through a partnership structure. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a combination of analytical approaches and coordinating with an external managed-account platform.

Henry Strudwick is a Series 65-credentialed advisor at Hudson House Capital Incorporated with one year of experience. He has prior associations with Accredo Financial Services Ltd. and Albemarle & Company Ltd., where he has worked for eight and twelve years respectively. Hudson House Capital Incorporated is a fee-only registered investment adviser that provides discretionary investment management and comprehensive wealth planning services to individuals, charitable organizations, and businesses. The firm uses a combination of passive and active investment approaches with an emphasis on asset allocation and manager selection, serving a diverse client base including non-high-net-worth individuals.

Oleg Zviagin is a financial advisor at Elevate Planners with five years of industry experience. He holds a Series 65 license and has worked at several firms including CapFinancial Partners and Proxy Wealth Advisors. Outside of advising, he is a licensed insurance agent involved in insurance-related activities. Elevate Planners is an independent advisory firm serving individuals, small businesses, and corporate retirement clients. The firm offers comprehensive financial planning and portfolio management, combining active management with Modern Portfolio Theory principles, and provides pension consulting and retirement plan services under ERISA regulations.

Maximillian Alden is a financial advisor at Vanquour LLC with one year of industry experience. Prior to joining Vanquour, he worked for Alden Advanced Technologies for five years and at Holderness School for four years. He holds Series 65 and Series 63 licenses. 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 uses a combination of fundamental and technical analysis to construct customized, primarily long-term portfolios while allowing for tactical adjustments and ongoing due diligence.