Hakan Ergulec is a CFA® charterholder and has been with Tekmen Wells LLC since 2013, accumulating 4 years of industry experience. He serves as Principal and Managing Partner of two investment-related holding companies focused on private company investments. Tekmen Wells provides asset management and financial consulting services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm employs a discretionary portfolio management approach using diversified asset allocations and third-party managers through the Envestnet platform, with a notable use of a wrap-fee program as its primary investment vehicle.

Derek Botwinick is a financial advisor at Lumiere Financial with 23 years of industry experience. He holds a Series 63 designation and has held positions at firms including Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. In addition to his advisory work, he owns DLB Associates, which provides group benefits and Medicare insurance services. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships through a seven-advisor team, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Aimee Baehr is a CFP® with 12 years of experience in financial advising, currently serving at Total Alignment Wealth Advisors, LLC since 2013. She holds Series 63 and Series 65 licenses and operates a home-based administrative services business unrelated to investment advising. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by providing private family office services, financial planning, and investment consulting. The firm coordinates with external portfolio managers and emphasizes scenario-based planning and consolidated data access through a web-based platform.

Ivan Feinseth is a financial advisor at Tigress Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Tigress Financial Partners since 2011. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory, employing strategies such as long- and short-term trading, options, short sales, and margin.

Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Douglas Black is the sole advisor at Springreef LLC in Chatham, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Springreef since 2010. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring rather than managing client assets. The firm employs a structured due-diligence process using a 50-point scoring scale to assess advisors and operates on hourly or fixed-fee arrangements, avoiding asset-based compensation.

Chao Xu is a CFA® charterholder with seven years of industry experience. He has been with IONE Capital Management LLC since 2016. 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 that includes algorithmic asset allocation, statistical alpha strategies, and the use of options and futures, managing accounts on a discretionary basis with explicit risk management policies.

Emily Jaffe is a CFP®-certified financial advisor with nine years of industry experience, currently with OFC Wealth Management in Short Hills, NJ. She has been with OFC Financial Planning, LLC since 2017, following a five-year sabbatical prior to that. OFC Wealth Management advises individuals, business entities, and charitable organizations, providing discretionary portfolio management as well as standalone and retainer-based financial planning services. The firm is noted for its use of options and derivatives strategies within separately managed accounts and incorporates ESG considerations and AI tools according to client direction.

Frank Riggio is a financial advisor with Prosus Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at firms including Investacorp Advisory Services, SMCGlobal USA, and Franklin Financial Planning. Riggio holds a New York State Life and Health Insurance License and occasionally recommends insurance products as part of client financial plans. Prosus Wealth Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, combining passive and active holdings, and offers financial planning ranging from written plans to ongoing advisory services.

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 the principal of Lisch Investment Management LLC in Jersey City, NJ, with over 31 years of experience in the financial industry. He holds the Series 63 designation and has a background that includes roles at Leigh Baldwin & Co., LLC and Hudson River Investment Group, LLC. In addition to his work in investment management, Lisch is a certified public accountant and a practicing attorney. Lisch Investment Management LLC is a fee-only adviser providing personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth with globally diversified portfolios and integrates affiliated accounting and legal services into its wealth management offering.

Sheri Astorino is a financial advisor with The Astorino Financial Group, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior experience includes five years at Citigroup. Astorino 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-related matters. The firm does not provide investment supervisory services or custody and clients may implement recommendations through the firm’s representatives at 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.

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 at Valley Financial Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Lazard Asset Management and Bank Leumi USA. Valley Financial Management operates the Valley Digital Investor platform, offering discretionary portfolio management through an online, web- and mobile-based service for individual and high-net-worth clients. The firm uses automated model ETF portfolios tailored to client profiles and requires electronic account management through Valley National Bank.

Michael Tanney is a financial advisor at Pereon Wealth LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Magnus Financial Group LLC and Wanderlust Wealth Management LLC. Tanney is also a licensed insurance agent and manages personal and family investments through related entities. Pereon Wealth LLC is an SEC-registered investment adviser providing discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporating other asset classes as appropriate, and is affiliated with Galago Tactical GP LLC, which sponsors and manages a pooled private investment vehicle.