Liang Chun Wu is a financial advisor at Upright Financial Corp with one year of industry experience and a Series 65 credential. His background includes teaching positions at Berklee College of Music and various educational institutions in Taiwan, as well as a role at the Taiwan Academy of Banking and Finance. Upright Financial Corp is an SEC-registered investment adviser serving primarily individual clients, including high-net-worth households, along with a limited range of institutional clients. The firm offers comprehensive financial planning and discretionary portfolio management with a long-term, value-oriented approach using both fundamental and technical analysis.

Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He has worked at Malatai Capital since 2018 and was previously employed at Spectronics from 2012 to 2018. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary investment management focused on equity securities for mostly high-net-worth individuals and related entities. The firm employs fundamental analysis on a concentrated universe of equities and uses performance-based compensation arrangements with qualified clients.

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

John Williams is a financial advisor at Bautis Financial, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bautis Financial since 2018, including its current iteration since 2020. Prior to his financial services career, he was involved with Woosh Athletic, LLC, an athletic-related business, from 2013 to 2016. Bautis Financial, LLC provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with about $197 million in discretionary assets. The firm uses client-specific Investment Policy Statements and a variety of analytical techniques to implement trading strategies across multiple asset classes, typically operating on a discretionary basis with annual account reviews.

Duncan Burke is a financial advisor at Atlantis Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Westminster Securities for seven years. Atlantis Asset Management is a fee-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm specializes in discretionary portfolio management with an emphasis on large-cap equity strategies and the use of derivatives to manage risk within separately managed accounts.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual, where he worked from 2005 to 2017. Outside of advising, he is a managing partner in RJE Marine Services LLC, a charter boat business operated by his son. First Light Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm uses a portfolio construction approach based on fundamental and cyclical analysis combined with Modern Portfolio Theory and manages assets with ongoing monitoring and coordination with other client professionals.

Vincent Schott is a Series 65-licensed advisor at Xpotential Inc. with 15 years of industry experience. He has been with Xpotential since 1999. Outside of his advisory role, he consults part-time for Phoenix Merchant Services, monitoring the performance of an outsourced wholesale payment processor. Xpotential provides discretionary portfolio management to a diverse client base, including individuals, trusts, foundations, and institutions. The firm employs globally diversified portfolios using low-cost index funds and ETFs, with a combination of strategic asset allocation and tactical risk adjustments.

Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Matthew Stone is a financial advisor at Eagles Coast Wealth Management, LLC with 16 years of industry experience. He has held positions at Sandlapper Wealth Management, LLC and Martin Capital LLC prior to joining Eagles Coast in 2018. He holds Series 63 and Series 65 licenses. Eagles Coast Wealth Management serves individual and institutional clients, including high-net-worth households, providing discretionary portfolio management along with financial planning and consulting. The firm uses a tailored approach based on client objectives and employs a mix of exchange-traded equities, mutual funds, and fixed-income securities, with accounts reviewed quarterly.

Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Martin Matousek is a CFP® professional with 17 years of industry experience. He is currently with Cadia Private Client LLC, having joined in 2025, and previously worked at Private Advisor Group and Merrill Lynch. Matousek serves on the Board of Trustees for the Mendham Borough Library. Cadia Private Client LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm constructs customized, primarily long-term portfolios using a variety of investment vehicles and offers fiduciary ERISA/IRA advice for retirement accounts.

Anthony Fimognari is a financial advisor at Parisi Capital with one year of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with Natale’s Pizza and Restaurant since 2014. Parisi Capital provides ongoing financial planning and investment management services to individual clients, including high-net-worth individuals. The firm combines passive investment strategies using index funds and ETFs with technical and charting analysis to guide sector selection and timing decisions.

Peter Goodman is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with SFI Advisors since 2001 and has prior experience at Manufacturers Life Insurance Company spanning three decades. Goodman serves on the executive committee of a retirement planners’ study group, Retirement Advisors & Designers of America (RADA). SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs tailored investment strategies, including modern portfolio theory and long-term purchase approaches, and offers access to a range of investment products such as equities, bonds, mutual funds, ETFs, and municipal securities.

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. Outside of advising, he is a part owner of Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual investors without an account minimum. The firm employs a blend of charting, cyclical, fundamental, and quantitative analysis with both long-term and short-term trading strategies, managing accounts on a discretionary basis.

Nikola Goles is a financial advisor with Fjaka Wealth Management LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Morgan Stanley and several other financial firms. Fjaka Wealth Management LLC offers discretionary portfolio management, financial planning, and family-office–style advisory services to individuals nationwide, primarily through virtual meetings. The firm combines fundamental analysis, strategic asset allocation, and active security selection, including the use of derivatives and options strategies in separately managed accounts.

Ron Bezoza is a financial advisor at Lancaster with 21 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at firms including Goldman Sachs, Morgan Stanley, and Credit Suisse. He is also involved with March Capital Corp. as a registered representative. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments for individual, high-net-worth, and institutional clients. The firm employs a systematic, quantitative approach utilizing artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income through active trading.

Christopher Tuttle is a CFP® professional with 34 years of experience in financial advising. He has worked at Tuttle Financial Services, Ltd. since 2004 and previously spent 14 years at Purshe Kaplan Sterling Investments. He also teaches the CFP® curriculum part-time for various companies, including Dalton Education, LLC. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm offers an integrated planning process without discretionary portfolio management, focusing on a global review of clients’ holdings, tax efficiency, diversification, and consulting on third-party money managers.

David Weigel is a CFP® professional with 30 years of industry experience. He currently operates Weigelfam, an independent wealth management firm in New York, NY. Prior to founding Weigelfam, he worked at RBC Capital Markets, LLC from 2013 to 2020. Weigelfam provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a diversified investment approach incorporating fundamental and cyclical analysis, proprietary models, and a long-term orientation, while also offering institutional pension consulting and retirement-plan services.

Enrique Zambrano Valero is a CFA® charterholder and financial advisor at Vitral Advisors LLC with two years of industry experience. Prior to joining Vitral Advisors in 2022, he worked at BBVA Banco Provincial and served as a professor at Universidad Metropolitana. He continues to engage in academia by teaching at Universidad Metropolitana on a part-time basis. Vitral Advisors provides investment management, family office, and financial planning services to individuals, high-net-worth clients, family offices, trusts, and select institutional clients. The firm employs a combination of macroeconomic analysis, third-party research, and tailored asset allocation, and is notable for its use of borrowing and derivatives within separately managed accounts as well as its relationships with non-U.S. custodians and a significant non-U.S. client base.

David Marks is a financial advisor at Valley Financial Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CITIGROUP, Popular Community Bank, and Infinex Investments, Inc. He is based in Morristown, NJ. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through an online, mobile-based service focused on automated ETF model portfolios. The firm requires clients to maintain a Valley National Bank account and follows a structured investment approach based on client profiles and market conditions.