Colin Slabach is a CFP® professional at Meridian Atlas Planning with one year of industry experience. He holds a doctorate in personal financial planning and has served as a university professor at New York University since 2022. Prior to that, he was affiliated with The American College of Financial Services and Texas Tech University. Meridian Atlas Planning is an independent, fee-only firm that provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an investment approach based on asset allocation, blending passive and active strategies rooted in fundamental analysis and Modern Portfolio Theory, with an emphasis on discretionary portfolio management and personalized investment policies.

Rocco Santomenno is the sole advisor at Rocco R. Santomenno, an independent firm based in Fair Lawn, NJ. He holds over 14 years of industry experience and has been practicing as a sole practitioner since 1975. In addition to his advisory work, he serves as president of Gold Ring Investments, Inc., a mortgage placement business. The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit-sharing plans. It emphasizes fundamental equity analysis and manages approximately eighty client accounts with just over $50 million in assets under management.

Claudio Calado is a financial advisor with Calado Capital in New York, NY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has held roles at Doeren Mayhew Capital Advisors and Decosimo Corporate Finance and serves as CEO of Gissing Holdings, an automotive parts manufacturer. Calado is also involved in film production as managing partner of Purgatory Films LLC. Calado Capital offers personalized financial planning, discretionary portfolio management, and retirement-plan advisory for individuals, trusts, estates, for-profit organizations, and qualified retirement plans. The firm manages client accounts on a discretionary basis using fundamental, technical, and cyclical analysis, with a focus on pension consulting and institutional retirement-plan management alongside participant education and plan-sponsor services.

I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

Martin Fleisher is the sole advisor at Fleisher, Martin, holding a Series 65 designation with four years of industry experience. He has worked at Martin Fleisher, JD., PC. since 2022 and concurrently with Dearborn Capital Partners since 1992. In addition to his advisory work, he maintains a law practice. Fleisher, Martin provides discretionary portfolio management primarily to high-net-worth individuals, focusing on a concentrated client base. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative techniques to guide investment decisions across various asset classes, and employs both long- and short-term trading strategies including options.

Charles D'angelo is a CFA® charterholder serving as the sole advisor at Westmount Capital Group LLC with four years of industry experience. His prior work includes roles at Cantex Holdings II, LLC and Alexandria Capital, LLC. In addition to his advisory work, he is involved in a real estate consulting practice. Westmount Capital Group LLC provides investment advisory and wealth management services primarily to high-net-worth individuals, family offices, trusts, and estates. The firm combines fundamental and quantitative analysis to pursue strategies including long-term equity and fixed income investing, tactical asset allocation, and alternative investments, generally managing client accounts on a discretionary basis.

David Cohen is a financial advisor with Sterling Financial Management, Inc. in Morristown, NJ, holding a CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been affiliated with SagePoint Financial, Inc. since 2009 and OSAIC since 2023. Cohen is also the owner and president of Sterling Financial Management, where he oversees all duties associated with the registered investment advisory firm. Sterling Financial Management serves individuals, trusts, and retirement plans with customized financial planning, hourly consulting, and investment advisory services. The firm employs both fundamental and technical analysis, generally favoring mutual funds and ETFs in long-term strategies, and manages accounts on a non-discretionary basis with regular client reporting.

Michael Livian is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is the managing member of Lehmann, Livian, Fridson Advisors, LLC and has prior work experience with Livian & Co, LLC and Safdie Investment Services Corp. Lehmann, Livian, Fridson Advisors, LLC provides discretionary and non-discretionary portfolio management and investment consulting primarily to high-net-worth individuals, as well as trusts, estates, and business entities. The firm employs a combined top-down macro assessment with fundamental and technical analysis to manage portfolios across equities, debt securities, mutual funds, ETFs/ETNs, and options, offering both ongoing supervision and limited consulting services.

Raul Velazquez is a financial advisor at Cenador Financial Advisers LLC in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses, with 5 years of industry experience. He is also President and CEO of Velazquez Ventures LLC, a consulting firm, and Senior Managing Director at Cenador Capital LLC, focusing on alternative business opportunities. Cenador Financial Advisers LLC provides discretionary portfolio management and limited consulting services primarily to individual clients using a fee-only structure. The firm offers public educational seminars and builds portfolios based on client objectives and risk tolerance, employing a variety of investment strategies including mutual funds, ETFs, options, short sales, and allocations to independent managers.

Hi, I'm Zach! I'm a CERTIFIED FINANCIAL PLANNER® and the founder of ZZ Planning. Before becoming a financial planner, I was a litigator. I graduated from law school with a ton of debt, clerked, and worked in New York for two biglaw firms for more than a decade. I know what it's like to rush to meet a midnight filing deadline, or to be on call on vacation. But I also know how to be smart with money, and create a plan that will allow you to reach your goals. Now that I've left the law, I'm here to share my experience. Everything you are going through, or are going to go through, I've gone through it too. I can help.​

Oliver Lennox is the sole advisor at DaceyHolden Management, LLC in Fort Lee, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been involved with DaceyHolden entities since 2011, including serving as managing member and managing partner of affiliated companies. DaceyHolden Management primarily advises a private pooled investment vehicle and manages a limited number of separately managed accounts for individual and high-net-worth investors. The firm employs a combination of fundamental and quantitative analysis, generally following a long-term trading approach with a focus on equities, and utilizes both long and short positions along with derivatives and leverage.

Ioannis Papatherapontos is a financial advisor with J.Pappas Investments, holding a Series 66 designation and 21 years of industry experience. He has held roles at several affiliated firms, including Pappas Financial Group, First Financial Consultants, and J.Pappas Realty. Outside of his advisory work, he serves as CEO of companies involved in merchant services, energy brokerage, and insurance sales, focusing primarily on sales and business development. J.Pappas Investments provides investment management and financial planning to individuals, small businesses, trusts, and estates. The firm constructs diversified portfolios using a combination of fundamental, technical, and economic analysis, managing accounts largely on a discretionary basis while tailoring advice to client objectives and risk tolerance.

Avram Fisher is the sole advisor at Long Cast Advisers, LLC, an independent registered investment adviser based in Brooklyn, NY. He holds Series 63 and Series 65 designations and has 12 years of experience with Long Cast Advisers, where he has worked since 2014. Long Cast Advisers manages discretionary equity portfolios for individuals, endowments, charitable organizations, and pooled investment vehicles. The firm focuses on a concentrated, long-biased buy-and-hold approach targeting small-cap equities, utilizing fundamental, research-intensive analysis and ongoing portfolio monitoring.

Matthew Sola is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Ironbound Advisory LLC since 2019. His prior experience includes eight years at Eagle Strategies, LLC, followed by two additional years at the same firm. Outside of his advisory role, he volunteers as a class officer and board member for Cornell University alumni organizations. Ironbound Advisory provides financial planning and portfolio management services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory to tailor investment strategies across various asset classes, offering both discretionary and non-discretionary account management.

Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Maxime Kasanda is the principal of Kasanda Capital with 13 years of experience in the financial industry. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015. In addition to his advisory role, Kasanda is a licensed insurance agent and owns a talent representation company called Millie Management. Kasanda Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of analytical methods and offers discretionary portfolio management alongside one-time and ongoing financial planning.

Neil Murphy is a financial advisor with NPM Consulting, LLC in Ridgewood, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Rose Wealth Advisors LLC since 2024 and has been with NPM Consulting since 2012. NPM Consulting provides financial planning, tax preparation, and investment management services primarily to high-net-worth individuals, related trusts, and select pension plans and business entities. The firm builds customized portfolios using fundamental and technical analysis, asset allocation, and active management, incorporating a range of securities and derivatives, and also offers a managed futures program for accredited investors.

Steven Hecht is the sole advisor at Steven Hecht Investments, Inc., an independent firm based in Teaneck, NJ. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2007. Steven Hecht Investments, Inc. provides portfolio management services to individuals and a variety of institutional clients, including small businesses, pension plans, trusts, and charitable organizations. The firm employs a combination of securities and uses fundamental, technical, and charting analysis to tailor and monitor portfolios on an ongoing basis, often managing accounts on a discretionary basis.

David Polevoy is a CFP® professional with 12 years of experience in financial advising. He has been the sole advisor at Beekman Financial Planning LLC since 2012. In addition to his advisory role, he is a licensed life insurance agent. Beekman Financial Planning LLC is an independent, single-advisor firm serving individuals, small businesses, and certain retirement plans. The firm employs a blend of fundamental and cyclical analysis with strategies such as active management and core-plus-satellite, primarily managing assets on a non-discretionary basis.

Thomas Mullarkey Jr. is a CFP® professional with 31 years of experience in the financial industry. He is the principal advisor at Hive Retirement Planning LLC since 2023 and has prior experience at Credit Suisse Securities (USA) LLC from 2003 to 2017. He also serves as a Senior Advisor with Shelter Rock Capital Group LLC, an activity that accounts for part of his time during trading hours. Hive Retirement Planning specializes in retirement-focused financial planning and investment advisory services for individuals and high-net-worth clients near or in retirement. The firm offers fixed-fee, tailored advice that includes both passive and fundamental investment strategies, with options for discretionary management or client-directed implementation.