Chao Xu is a CFA® charterholder with 6 years of industry experience. He has been with IONE Capital Management LLC for 10 years in various roles and is currently based in Hoboken, NJ. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach, utilizing statistical alpha strategies, algorithmic asset allocation, and a combination of technical and fundamental analysis, while adhering to explicit risk management policies.

Emily Jaffe is a CFP® with eight years of industry experience and has been with OFC Financial Planning, LLC since 2017. She holds Series 63 and Series 65 licenses and is based in Short Hills, NJ. Prior to her current role, she took a five-year sabbatical from 2012 to 2017. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations, providing discretionary portfolio management as well as financial planning and consulting on a project or retainer basis. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and maintains a range of operational and policy features such as account aggregation through eMoney and explicit client restrictions on portfolio management.

Frank Riggio is the managing member of Prosus Wealth Management in New York, NY, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp Advisory Services and Franklin Financial Planning. Mr. Riggio also holds a New York State Life and Health Insurance License and occasionally recommends insurance products as part of financial planning. Prosus Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $8.1 million in discretionary portfolios. The firm uses a written Investment Policy Statement and strategic asset allocation based on Modern Portfolio Theory, employing a core-and-satellite approach with quarterly reviews.

Robert Ruggirello is a CFA® charterholder with 10 years at Brave Eagle Wealth Management and 20 years of prior service with the FDNY. He has four years of industry experience as a financial advisor. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing wealth management, financial planning, portfolio management, and business and tax consulting. The firm combines active management with modern portfolio theory and a core-and-satellite approach, incorporating human capital analysis and derivative strategies as part of its investment process.

Jordan Hod is a financial advisor at Revel Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Revel Wealth Management, he worked at Ellkay for eight years and held positions at LeagueApps and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, nonprofits, and other entities. The firm manages portfolios using a broad range of securities and employs both quantitative and qualitative analysis, serving a small client base with a high assets-under-management per client ratio.

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.

Sheri Astorino is a financial advisor with The Astorino Financial Group, Inc. in Fairfield, NJ, holding a Series 66 designation and five years of industry experience. Her prior experience includes roles at Citigroup and Bleakley Financial Group. She is also an independent insurance agent. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax matters. The firm does not provide investment supervisory or portfolio management services, and clients may implement recommendations through LPL Financial or other providers.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

Robert Guerra is the sole advisor at Guerra Pan Advisors, LLC in Montclair, NJ, with 25 years of industry experience. He has held positions at Merrill, Bank of America, N.A., Alden Capital Management Inc., and J. Alden Associates, Inc. prior to founding his current firm. Guerra holds Series 63, 65, and 66 licenses. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental and technical analysis and an internal due-diligence process to construct portfolios, managing approximately $210 million in discretionary client assets, with support from a major custodian.

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.

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.

Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

Michael Zaremsky is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Lazard Asset Management and Bank Leumi USA. Valley Financial Management operates an online advisory platform, Valley Digital Investor, serving individual and high-net-worth clients through automated portfolio management and model ETF implementation, requiring clients to maintain a Valley National Bank account.

Michael Tanney is a financial advisor with Pereon Wealth LLC in New York, NY. He holds Series 65 and Series 66 designations and has five years of industry experience. Prior to joining Pereon Wealth in 2025, he worked at Magnus Financial Group LLC for seven years and Wanderlust Wealth Management LLC for four years. He is also a licensed insurance agent involved in insurance sales and implementation. Pereon Wealth LLC is an SEC-registered investment adviser that provides discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using a range of asset types and employs multiple analytical approaches, with distinctive services including affiliation with Galago Tactical GP LLC and offerings such as lifestyle concierge and employee benefits consulting.

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 the Series 66 designation and has worked at Cambridge Investment Research, Inc., OSAIC, and American Portfolios Financial Services, Inc. prior to her current role. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and offers various portfolio management and financial planning services, including ESG-focused sustainable investing and actively managed strategies.

John Youngman is a financial advisor at Osprey Private Wealth LLC with five years of industry experience. He holds a Series 63 designation and previously worked at Segall Bryant & Hamill, Corient Services LLC, Corient, CIPW Service Company, LLC, and Barrett Asset Management, LLC. He also serves as a trustee of family trusts. Osprey Private Wealth provides discretionary and non-discretionary investment management and financial planning for high-net-worth individuals, trusts, and estates. The firm offers tailored investment portfolios and accepts fiduciary roles, such as trustee or officer, to serve multi-generational families.

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.