Andrew Friedman is a CFP® certified financial advisor with 43 years of industry experience. He has been with AJF Capital Management, Inc. since 1991 and has previously worked at American Portfolios Financial Services, Osaic Wealth, Inc., and Cambridge Investment Research, Inc. based in New York, NY. AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations, and corporations, offering a range of wealth management, retirement, estate, and tax planning services. The firm employs a core investment approach based on Modern Portfolio Theory combined with advisor-directed strategies and ESG screening, managing approximately $178.5 million in client assets.

Brett Golden is a financial advisor at Trowbridge Capital Partners LLC with four years of industry experience. He holds a Series 63 designation and has been with Trowbridge Capital Partners since 2018. In addition to his advisory role, he is the founder of The Chart Lab, a company that provides software solutions for portfolio management and quantitative investment research through monthly subscriptions. Trowbridge Capital Partners is a single-advisor independent firm offering portfolio management and model-driven strategies primarily for high-net-worth individuals, pension and profit-sharing plans, corporations, insurance companies, and other investment advisers. The firm employs a quantitative investment process focused on mid- to large-cap U.S. equities within an All Weather framework, and it also serves as a subadviser and model provider to third-party platforms.

Jonathan Grogan is an investment advisor at Juth Investment Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pershing LLC, Evergreen, and Northwestern Mutual. Outside of finance, he is also involved in acting and manages Jonathan Grogan Acting Services LLC, pursuing roles in TV and film on weekends. Juth Investment Advisory is a state-registered firm offering discretionary investment management and financial planning, using a hybrid strategic and tactical allocation process that includes equities, options, ETFs, fixed income, and limited cryptocurrency exposure. The firm emphasizes continuous account monitoring, formal quarterly reviews, and operates with an exclusive custodian arrangement through Interactive Brokers.

Thomas Horan is a financial advisor at Acorn Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Acorn Capital Partners since 2013. Outside of his advisory role, he is CEO and director of Cell Call, LLC, a smartphone app development company. Acorn Capital Partners provides discretionary and non-discretionary portfolio management to individuals, investment companies, charitable organizations, corporations, and other entities, including higher-net-worth and accredited investors. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods, using both long- and short-term strategies and derivatives when suitable.

Amy Marchitello is a financial advisor with S Squared Retirement Solutions LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at OsaiC Wealth, American Portfolios Advisor's Inc., and PRUCO Securities LLC. She is also involved in financial wellness education, providing these services to companies in New York. S Squared Retirement Solutions LLC serves individual clients, including high-net-worth households, charities, and business entities, offering financial planning, discretionary portfolio management, and third-party adviser recommendations. The firm employs fundamental analysis to build individualized asset allocations and manages accounts on a discretionary basis with regular reviews.

Andrew Casella is a financial advisor at J.P. Morgan Wealth Management Solutions Inc. He holds a Series 63 designation and has one year of industry experience. His work history includes roles at J.P. Morgan Securities, J.P. Morgan Private Investments, Inc., and JPMorgan Chase Bank, N.A., where he has been employed since 2003. J.P. Morgan Wealth Management Solutions Inc. provides implementation and overlay services for the J.P. Morgan Managed Investment Services Program, supporting Managed Accounts and Guided Accounts through continuous monitoring, rebalancing, and tax-related services. The firm operates under delegated discretionary authority to execute trading and manage portfolios within the program’s guidelines.

Robert Groesbeck is a CFA® charterholder with 11 years of industry experience. He is associated with Groesbeck Investment Management Corp, an employee-owned firm where he has worked since 1993. Groesbeck Investment Management Corp provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process that targets companies with dividend-growth potential and strong earnings prospects.

Fernando Garip is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Clearbrook Investment Solutions LLC since 2019 and previously held positions at Wilmington Trust and M&T Securities from 2013 to 2019. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and operates as part of an affiliated group advising substantially larger assets.

Vincent Polidori is a financial advisor at ValuEngine Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he is a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing portfolio management tailored to clients’ goals and risk tolerance. The firm combines fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary management and automated programs through Schwab’s Institutional Intelligent Portfolios platform.

Philip Oppenheimer is a financial advisor at Oppenheimer + Close, LLC with 10 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. Outside of his advisory role, he serves as a managing member, analyst, and portfolio manager of Oppvest, LLC, which is the general partner of three investment partnerships. Oppenheimer + Close serves individuals, families, retirement-plan participants, trusts, and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed domestic and foreign equities, offering discretionary portfolio management, fiduciary advice, and coordinated financial planning.

Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.

Marc Segelnick is a financial advisor at Clutch Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bseed Investment Group from 2018 to 2021. Segelnick has been with Clutch Capital Management since 2013. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning. The firm uses a top-down investment approach with an emphasis on diversification and risk management, and it accepts client-imposed investment restrictions.

Richard Sincerbeaux is the sole advisor at RM Sincerbeaux Capital Management, LLC, based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of experience in the financial industry. Since founding the firm in 2007, he has focused on discretionary investment management for high-net-worth individuals. RM Sincerbeaux Capital Management serves approximately 15 high-net-worth households, managing around $230 million in client assets. The firm emphasizes long-term, dividend-growth equity ownership combined with laddered bond portfolios, utilizing fundamental research and tax-aware strategies in concentrated portfolios.

Falk Laube is a Series 65-licensed advisor at Freedom Investments, Corp. with two years of industry experience. He previously worked at R.G. Niederhoffer Capital Management for seven years and has been involved with Fantagora, a software development and technology consulting firm, as a director and consultant since 2020. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, while offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements, including fund structuring, capital formation support, and investment technology development.

Michael Huxley is a financial advisor at Clearbrook Investment Solutions LLC with 17 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at M/T Securities since 2013. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and is part of an affiliated group that collectively advises on significantly larger assets.

Kenneth Gutwillig is a financial advisor with Financial Decisions, LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Financial Decisions since 2016 and has prior experience with Penn Mutual Life Insurance Company and Hornor Townsend & Kent. Outside of advisory work, he is involved in insurance brokerage activities, including sales and service for multiple carriers. Financial Decisions, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm manages portfolios using a range of investment vehicles and employs ongoing monitoring and rebalancing, operating with a multi-office structure and a relatively small advisor team.

Cindy Mota Rios is a CFP® with six years of industry experience, currently serving at Re Envision Wealth in New York, NY. Her previous roles include positions at Grid 202 Partners, Greenspring Advisors, LLC, and Quadrant Capital Management. Outside of her advisory work, she owns Sublime, a business focused on Mindset and NLP-related coaching. Re Envision Wealth is an SEC-registered advisory firm that serves individual and high-net-worth households as well as some institutional clients. The firm provides financial planning, investment consultation, wealth management, and discretionary portfolio management, emphasizing asset allocation combined with fundamental and cyclical analysis and due diligence on private-market opportunities.

Mariette Campbell is a CFP® with three years of industry experience, currently serving as a financial advisor at Osprey Private Wealth LLC. She has prior experience at Barrett Asset Management, LLC and Inverness Counsel, LLC, among other firms. Ms. Campbell is also the owner and principal of The Graeme Collaborative, LLC, which provides consulting services, financial coaching, and financial literacy education. Osprey Private Wealth LLC is an SEC-registered adviser that offers portfolio management, wealth management, and financial planning services to individuals, trusts, and estates. The firm employs a combined fundamental and technical analysis approach to build individualized portfolios tailored to client objectives and risk tolerance.

Daniel Ryan is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Sincerus Advisory since 2019 and previously spent ten years at RCL Advisors, LLC. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis alongside passive investment strategies and typically manages accounts on a discretionary basis.

Kiran Kumar Devarapalli is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is the founder and CEO of Ciro Capital LLC and has held prior roles at firms including Morgan Stanley Private Wealth Management, Credit Suisse Securities, and LPL Financial. He also founded Ciro Insurance Solutions, LLC, which provides tailored non-variable life insurance and annuity products. Ciro Capital LLC offers portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and institutional clients. The firm emphasizes individualized asset allocation, ongoing monitoring, and diversified investment vehicles, and it also provides plan-sponsor support and participant education for employer-sponsored retirement plans.