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.

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.

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.

Sam Haddad is a financial advisor with Domani Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Domani Advisors since 2018 and previously spent nine years at Morgan Stanley, including three years at Morgan Stanley Private Bank, National Association. Domani Advisors provides discretionary investment management and consolidated reporting services to individuals, high-net-worth clients, trusts, foundations, and small businesses in a family-office style. The firm manages approximately $362.8 million across about 63 client relationships and utilizes a range of investment strategies including fundamental, quantitative, technical, and cyclical analysis, along with the use of derivatives and borrowing within separately managed accounts.

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.

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.

Daniel Baumgartner is a financial advisor at Terra Nova Asset Management LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Terra Nova Asset Management LLC since 1998. Terra Nova Asset Management LLC advises high-net-worth individuals, family offices, and institutional clients, offering tailored portfolio management with both discretionary and non-discretionary services. The firm emphasizes longer-term holdings across equity and fixed-income instruments, including foreign securities, and conducts regular portfolio reviews at least quarterly.

Zoe Vlachos is a financial advisor at Adalta Capital Management LLC with five years of industry experience. She has been with Adalta since 2016. 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, following a long-only, value-based investment discipline focused on financially strong companies.

Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Target Rock, his work history includes roles at Cicero Therapies/Forge Equity Partners, Co., Speech South Associates LLC, Brooklyn Speech Solutions PLLC, and E*TRADE Professional Trading, LLC. Target Rock Wealth Management provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, as well as institutions and organizations. The firm emphasizes passive portfolio construction with fundamental analysis and may incorporate ESG or socially conscious screens based on client preferences.

Kent Sheng is a CFA charterholder with 24 years of industry experience. He has been with Tandem Capital Management, Inc. since 1991, serving in his current role for over three decades. Outside of his advisory work, he serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual and high-net-worth clients. The firm employs an actively managed growth-at-a-reasonable-price equity strategy combined with selective fixed-income investing and integrates wealth planning with portfolio management.

Kevin Taylor is a financial advisor at Rosecliff Capital Advisory LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Olympia Asset Management, Ltd. for 15 years before joining Rosecliff Capital Advisory in 2020. Rosecliff Capital Advisory LLC provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages wrap-fee accounts on a discretionary basis, tailoring portfolios using a broad range of asset classes to meet clients’ investment objectives and risk tolerance.

Jason Gold is a financial advisor at GreyCliff Wealth Management, LLC in New York, NY, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BCG Securities, Inc. From his other activities, he is a founding member of LiveLaughLoveCharities.com, a charity focused on coordinating events. GreyCliff Wealth Management serves individuals, families, trusts, non-profits, pension plans, and businesses, providing financial planning and discretionary asset management. The firm emphasizes diversified, long-term portfolios with cost control and tax efficiency, using fundamental and technical analysis to tailor asset allocation and employing a range of strategies based on client risk tolerance.

Gerasimos Efthimiatos is a financial advisor at Chesapeake Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2014. He also serves as the managing member of CAM Global GP LLC. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, acting as investment manager and general partner for private pooled vehicles.

Pui Ho Ip is a financial advisor with Kahn Brothers Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Kahn Brothers in 2022, Ip worked at Raymond James & Associates and Stifel. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a modified value investing approach focused on bottom-up fundamental analysis of primarily U.S. equities, with an emphasis on downside protection and a typical investment horizon of three to five years or longer.

Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.

Willie Gholston is a CFA® charterholder with 12 years of experience in the financial industry. He is currently an advisor at Re Envision Wealth, where he has worked since 2023. Prior to that, he held positions at Money Script Wealth Management, PLLC, and First Citizens Asset Management. Re Envision Wealth serves individuals, families, and institutional clients, focusing on affluent and high-net-worth households seeking alignment between their values and investments. The firm offers financial planning, investment supervisory, and wealth management services with an emphasis on disciplined asset allocation and selective separately managed account strategies.

Francis Noonan is a financial advisor with Personal Financial Specialists, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously operated his own sole proprietorship under Personal Financial Specialists from 1999 to 2025. He also has extensive experience with Cadaret, Grant & Co., Inc., Bauman, Noonan and Associates, and American United Life Insurance Company. Personal Financial Specialists primarily serves retirement plans and plan participants, along with IRA and money-management clients, providing plan communication, administrative services, and investment advice tailored to participant needs. The firm’s investment approach is largely non-discretionary, focusing on mutual funds and ETFs selected from Charles Schwab’s no-transaction-fee lists and guided by a primary-market-trend framework, combining technical and fundamental analysis.

David Napach is the sole advisor at Pacific Strategic Management, LP in New York City, with 23 years of industry experience. He has been affiliated with Pacific Strategic Corp., Pacific Strategic Management, LP, Pacific Strategic Investors, LP, and Wolf Family Management Company since 2001. Pacific Strategic Management serves a small, concentrated client base including individual investors, trusts, partnerships, and family accounts through separately managed accounts and private pooled vehicles. The firm follows a long-term value compounding strategy focused on intensive due diligence and monitoring, with investment decision-making concentrated in a single principal.

Anna Bronstein is a financial advisor at Springreef LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Springreef since 2011. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring. The firm emphasizes a structured due-diligence process and does not manage client assets or offer financial planning, instead operating on hourly or fixed-fee arrangements.