Jordan Hod is a financial advisor at Revel Wealth Management with one year of experience in wealth management and financial consulting. He holds a Series 65 designation and has prior work experience at Ellkay, LeagueApps, and Yeshiva University. Revel Wealth Management offers discretionary wealth management and stand-alone financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and charting to construct and monitor portfolios, utilizing a broad range of investment instruments and both long- and short-term strategies.

Howard Lisch is a financial advisor with Lisch Investment Management LLC and holds a Series 63 designation. He has 30 years of industry experience and has worked at several firms, including Securities Service Network, Inc. and Leigh Baldwin & Co., LLC. In addition to his advisory work, he operates a certified public accounting firm and is a licensed attorney. Lisch Investment Management LLC is a fee-only adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth, managing diversified portfolios that include dividend-paying equities, REITs, master limited partnerships, and bond funds.

Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.

Robert Guerra is the principal advisor at Guerra Pan Advisors, LLC, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at J. Alden Associates, Alden Capital Management, Bank of America, and Merrill Lynch. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis in portfolio construction, offering customized management with both discretionary and non-discretionary options.

Ronald Starr is a financial advisor at Turtle Bay Group, Inc. in New York, NY, holding a Series 65 designation with 16 years of industry experience. He has been with Turtle Bay Group since 2010. Outside of his advisory role, he serves as a director and part-owner of Universal Identification Solutions, LLC, which sells electronic ID devices, and is a director at GlobalOptions Group, Inc., a security and crisis management firm. Turtle Bay Group primarily serves high-net-worth individuals, trusts, estates, and charitable organizations by providing consulting and non-advisory family office services, while referring clients to a third-party registered investment adviser for portfolio management. The firm integrates legal and accounting services and does not manage client assets directly.

Ruth Grogan is a financial advisor at Juth Investment Advisory with two years of industry experience. She holds a Series 66 designation and previously worked at Pershing LLC and BNY Mellon. Juth Investment Advisory LLC is a state-registered investment adviser that offers discretionary investment management and financial planning, employing a hybrid strategic and tactical allocation process across equities, options, ETFs, fixed income, and limited regulated cryptocurrency exposure. The firm maintains an exclusive custodian relationship with Interactive Brokers and emphasizes operational governance through a code of ethics and supervisory oversight.

Daniel Baldini is a CFA® charterholder with six years of industry experience. He is part of Oberon Asset Management, LLC, a team of four advisors based in New York, NY. Baldini has been with Oberon since 2001. Oberon Asset Management provides discretionary investment management to individuals, trusts, retirement plans, and a pooled investment vehicle. The firm follows a long-term, value-oriented approach based on fundamental analysis, investing primarily in U.S. and non-U.S. equity and debt securities.

Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.

Manoj Tandon is a financial advisor at Princeton Value Partners LLC with 3 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Princeton Value Partners in 2020, he worked at Pzena Investment Management from 2002 to 2019. Princeton Value Partners provides discretionary investment management to institutions, high-net-worth individuals, and private funds, alongside sub-advisory and model portfolio services to other financial firms. The firm employs a value-driven, research-intensive investment process focused on high-quality businesses trading below intrinsic value and maintains concentrated, long-only equity portfolios primarily in U.S.-listed stocks.

Carl Oppenheimer is a financial advisor at Oppenheimer + Close, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer + Close since 2013. Outside of his advisory role, he serves as managing member of Oppvest, LLC, an investment-related business, and is an unpaid board member of Malabar Investments, LLC, an India equity manager. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, offering discretionary portfolio management, fiduciary advice, and coordinated financial planning. The firm employs a long-term, value-oriented investment approach focused on domestic and foreign equities, with tailored portfolios and a notable use of limited partnerships and performance-based fees.

Michael Tanney is a financial advisor at Pereon Wealth LLC in New York, NY, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked at Magnus Financial Group LLC for seven years and Wanderlust Wealth Management LLC for four years. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Pereon Wealth is an SEC-registered investment adviser providing wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a diversified investment approach using mutual funds, ETFs, and alternative assets, and is notable for its use of unaffiliated independent managers selected through formal due diligence.

Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.

Holly Nahar is a financial advisor at AJF Capital Management, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research, Osaic Wealth, and American Portfolios Financial Services. AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $178.5 million in client assets and employs a core investment approach based on Modern Portfolio Theory, offering various advisor-directed strategies including sustainable and high-conviction options.

Heather Mcgee is the CEO and partner of 17 Asset Management and Intentional Funds, holding a Series 65 designation. She has been involved with 17 Asset Management since 2019 and played a key role in launching Intentional Funds in 2022. Her prior experience includes roles at SOCAP Global, Pershing Square Foundation, and Ramius Alternative Solutions. Intentional Asset Management develops thematic equity model portfolios and provides non-discretionary portfolio construction and advisory services focused on impact objectives. The firm’s investment approach combines top-down analysis of long-term structural trends with quantitative optimization and fundamental company analysis, serving individuals, institutions, and other advisory firms.

John Youngman is a financial advisor at Osprey Private Wealth LLC with four years of industry experience. He holds a Series 63 designation and has worked at several firms, including Barrett Asset Management and Segall Bryant & Hamill. He also serves as a trustee of family trusts. Osprey Private Wealth is an SEC-registered adviser providing discretionary and non-discretionary portfolio management, wealth management, and financial planning to individuals, trusts, and estates. The firm combines fundamental and technical analysis to build individualized portfolios and manages approximately $162.1 million in assets across a small client base.

Michael Israels is a financial advisor at Israel's Ferguson Asset Advisors LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Fitzpatrick & Merritt and Brewster Lehman Stewardship, LLC since 1996. Outside of advisory work, he serves as chair of the Friends of the Amherst College Library and volunteers with the American Jewish Committee in New York. Israel's Ferguson Asset Advisors LLC provides investment management, portfolio review, and financial consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm emphasizes long-term strategies focused on capital preservation and tailored asset allocation, managing approximately $19 million in discretionary assets for about 108 clients.

Michael Cohn is a financial advisor at Atlantis Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Atlantis Asset Management since 2005. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, and is notable for employing derivatives to reduce volatility within separately managed accounts.

Robert Hopcroft is a financial advisor with Basic Capital Advisors LLC in New York, NY. He holds Series 65 and Series 66 credentials. Basic Capital Advisors provides investment advisory and retirement-plan consulting services to pension and profit-sharing plans, including 401(k) and 403(b) arrangements. The firm emphasizes low-fee, broadly diversified, long-term passive investment strategies and offers ERISA-compliant fiduciary roles and pension consulting services.

Micah Weinstein is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He is currently an advisor at Coast Bridge Capital and Tutor Associates. His prior experience includes roles at Crestwood Advisors LLC, LPL Financial LLC, and Incapital LLC. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm provides discretionary portfolio management to individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, employing a tactical asset allocation approach through ETFs, mutual funds, fixed-income securities, and an equity strategy called the Cultural All Capitalization (CAC) strategy.

Peter D'agati is a CFA® charterholder with 18 years of industry experience. He has been with Stembrook Asset Management, LLC since 2007, where he serves as one of two advisors. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, with both long- and short-term trading strategies, including the active use of derivatives and allocations to digital assets when appropriate.