Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

Kenton Kilmer is the president of Addigence Corporation, an investment adviser based in New York, NY, with eight years of industry experience. He previously worked at Young America Capital and F&Y Capital LLC. In addition to his advisory role, Kilmer provides management and business consulting services through Additive Intelligence LLC. Addigence Corporation operates an online investment platform serving high-net-worth and qualified individual allocators by replicating third-party portfolio manager strategies in discretionary accounts. The firm uses performance-based fees and an internet-based delivery model focused on fractional-share replication and integration with brokerage services.

Patrick Ceccacci is a financial advisor at Prosperiant Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. His experience includes roles at Laidlaw Wealth Management prior to joining Prosperiant in 2023. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on long-term trading guided by cyclical and fundamental analysis. The firm manages approximately $50 million across about 47 clients and emphasizes customized investment policy statements and ongoing portfolio monitoring.

Patrick Donohue is a financial advisor at Vanquour LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Aegis Capital Corp. Donohue is also a licensed insurance professional. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term portfolios using diversified assets and combines fundamental and technical research to align investments with clients’ goals and risk tolerance.

Jay Patel is a CFA® charterholder with three years of industry experience. He is currently an advisor at Ahara Advisors and previously worked at BOFA Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors serves high-net-worth families and institutional clients by providing portfolio management, trade execution, and a two-stage financial consulting service. The firm employs an institutional investment process that includes fundamental and economic analysis, customized stress-testing, and tailored asset-allocation strategies.

Aseem Garg is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ahara Advisors since 2021. He previously worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner in multiple private investment pass-through entities, which he uses occasionally for personal investment opportunities. Ahara Advisors offers portfolio management, trade execution, and financial consulting services to high-net-worth families and institutional clients. The firm employs an institutional investment process focused on fundamental and economic analysis, customized stress testing, and tailored asset allocation, while providing consolidated portfolio reporting across public and private assets.

Alina Bykovtseva is a financial advisor at Covington & Associates, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Covington & Associates since 2014. Covington & Associates provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic analysis, fundamental research, and traditional value investing to construct customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

Bernard Kiely is a CFP® with 22 years of experience in financial advising and over 40 years as a CPA. He has been with Kiely Capital Management, Inc. since 1993 and maintains an active CPA practice. The firm advises individual clients, including high-net-worth individuals and trusts, offering comprehensive financial planning and discretionary portfolio management. Kiely Capital Management emphasizes diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, integrating tax planning through its affiliation with an active accounting practice.

Steven Gitter is a financial advisor with PureVest, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Voya Financial Advisors and Cetera Advisor Networks. Outside of advising, he serves as president of Door Clipper Inc., a local advertising and coupon business. 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 non-discretionary portfolio management tailored to client objectives, employing a blend of fundamental, technical, behavioral, and quantitative analyses.

Alyssa Loughlin is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 credential. She has one year of experience in the industry and previously worked for nine years at Spark Foundry. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154.4 million in discretionary assets across about 364 client accounts and uses third-party model portfolios and a sub-adviser in its investment approach.

Luis Dacosta is a CFP® professional with 25 years of experience in the financial services industry and has been with LPL Financial since 2005. He is based in Caldwell, NJ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a family construction business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Tanya Pulver is a financial advisor at Pulver Capital Management LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pulver Capital Management since 2009. Pulver Capital Management is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides personalized investment supervisory and portfolio management services, utilizing both fundamental and technical analysis with an emphasis on corporate high-yield bonds and dividend-paying equities.

Anthony Calabrese is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2005. He has engaged in various insurance-related business activities, including managing group health and non-variable insurance products. Outside of financial advising, he serves as president and coach of The Full Kourt Academy Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

David Fuhrman is a CFP® and CFA® with 23 years of industry experience. He has worked at Kensington Financial Advisors LLC since 2022 and previously spent 15 years at National Wealth Management, LLC. Outside of his advisory role, he serves as a director of Bush Refrigeration Inc., a nationwide distributor of commercial refrigeration equipment. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers wealth management combining discretionary and non-discretionary investment management with financial planning and consulting services, utilizing a range of investment strategies and instruments tailored to client suitability.

Mark Guastaferri is a financial advisor at Origin Wealth Advisers in New York, NY, holding a Series 65 designation with nine years of industry experience. He has worked at several firms, including Wealth Enhancement Advisory Services, Sentinel Solutions, and Symmetry Partners, before joining Origin Wealth Advisers in 2018. Origin Wealth Advisers serves individual and high-net-worth clients, as well as small businesses and trusts, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes tailored investment policies, strategic asset allocation, and ongoing client contact, implementing portfolios with ETFs, mutual funds, and fixed income products.

Xiaoyu Li is a financial advisor at Next GEN Advisors, LLC with four years of industry experience. Prior to joining Next GEN Advisors, Li worked at Meiwu Technology Company Limited and Superior Trading Ltd. He holds Series 63 and Series 65 licenses. Li is also involved with Cathay Securities Inc., a FINRA-member broker-dealer affiliated with his firm. Next GEN Advisors primarily serves high-net-worth individuals, trusts, small businesses, and pension or profit-sharing plans by providing asset management, financial planning, and consulting services. The firm uses a combination of fundamental and technical investment methods and is notable for its affiliation with Cathay Securities, which allows its advisors to offer both advisory services and commissionable brokerage.

James Perrello is an advisor at Lancaster with Series 65 and Series 63 certifications and has recently begun his career in the financial industry. Prior to joining Lancaster Labs, LLC, he worked at Wolverine Trading from 2016 to 2020. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm employs a systematic and quantitative investment approach using proprietary technology that incorporates artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income with active trading.

Thomas Capola is the founder of BESA Capital Partners and holds Series 63 and Series 65 credentials. He has over 25 years of experience in investment management through his roles at DGM Asset Management since 1997 and as founder of Rebel Goat Partners, LLC, which manages various family-owned real estate properties. BESA Capital Partners is an investment manager serving primarily pooled vehicles and institutional-type clients, employing a broad investment approach that includes fundamental, technical, and cyclical analysis across a wide range of asset classes and strategies. The firm offers tailored portfolio management with discretionary authority and provides financial planning and educational seminars.

John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.

Priya Malani is a financial advisor at Stash Wealth, LLC with 10 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Stash Wealth since 2012. Stash Wealth serves individual clients, primarily high-earning professionals, offering a multi-step financial planning process and optional ongoing investment management through the Stash Management Service. The firm’s investment approach is based on Modern Portfolio Theory, focusing mainly on passive asset allocation using ETFs and mutual funds, supplemented by active strategies and tax-loss harvesting.