Mathew Goldberg is a financial advisor with Manhattan Wealth Management Group in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has worked at Manhattan Wealth Management Group since 2010 and has held roles with MWMG Advisors, LLC and MPWM Advisory Solutions, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based approach with strategic asset allocation, blending internally managed positions, third-party managers, and custodian model portfolios to manage approximately $153.1 million in discretionary assets.

Yijia Fan is a financial advisor at IONE Capital Management LLC with six years of industry experience and holds a Series 65 designation. Since 2019, Fan has served as a general partner of the iOne Multi Asset Strategy Fund, a private investment fund. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm uses quantitative, systematic strategies with a focus on risk control and acts as adviser to the iOne Multi Asset Strategy Fund.

Clifford Michaels is a CFP®-designated financial advisor with 38 years of industry experience. He is the sole advisor at Institutional Investment Advisors Corp and has previously worked at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Michaels is also an author associated with Highland Group LLC. Institutional Investment Advisors Corp provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset allocation using a core-and-satellite framework with passive index funds and actively managed high-dividend equities, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Tyler Kennedy is a financial advisor at Vaughan and Company Securities, Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Betterment. Vaughan and Company Securities, Inc. provides discretionary investment advisory services primarily to individual and high-net-worth clients, as well as pension, profit-sharing, and 401(k) plan sponsors. The firm’s investment approach includes individual portfolio management, financial planning, and the use of third-party managers, with strategies aligned to clients’ objectives and reviewed regularly.

Catherine Gilhuley is an advisor at Sterling Legacy Advisors Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors, LLC. Outside of her advisory roles, she was involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. is a New Jersey-based firm offering portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm employs an individualized approach using various analytical methods and integrates financial planning with ongoing portfolio management.

Lauren Wong is a CFA® charterholder with 23 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. She also serves as Vice President of SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research, focusing on long-term growth and a defensive fixed income strategy, while managing portfolios with a concentrated, personalized approach.

William Chen is a financial advisor at Tandem Capital Management, Inc. with three years of industry experience. He has been with Tandem Capital Management since 2018 and previously worked at CLSA Americas from 2015 to 2017. Chen holds the Series 65 designation. Tandem Capital Management provides wealth management and investment-advisory services to high-net-worth individuals, families, entrepreneurs, executives, trusts, estates, and retirement plans. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside defensive fixed income strategies with a long-term perspective.

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

Cyrus Mossavar Rahmani is a financial advisor with UAS Asset Management, holding a Series 65 credential and five years of industry experience. His prior roles include working at Keen Venture Partners BV and a period of self-employment. Outside of his advisory work, he manages Parrotia I, LLC, which holds early-stage private company shares as a passive investment. UAS Asset Management provides investment management services to individuals, related entities, and institutional clients including municipalities and public pension plans. The firm employs a fundamental, bottom-up approach with concentrated equity portfolios for separately managed accounts and a more speculative strategy for its private pooled vehicle.

Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that 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 emphasizing dividend-growth potential and above-average earnings prospects.

John Romano is a financial advisor at AJF Capital Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research, Inc. and American Portfolios Financial Services, Inc. before joining AJF Capital Management. 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 based on Modern Portfolio Theory supplemented by equities, ETFs, and closed-end funds, and offers programs including a Sustainable Asset Management strategy and an actively managed AJF Alpha Portfolio.

Marc Bautis is a financial advisor at Bautis Financial, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Bautis Financial since 2008. The firm provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with around $197 million in discretionary assets. Bautis Financial emphasizes client-specific Investment Policy Statements and employs a range of analytical tools to implement diversified trading strategies across multiple asset classes.

Clare Stenstrom is a Series 65-licensed financial advisor with five years of industry experience. She is currently with Verdence Capital Advisors LLC and was previously with Luesink Stenstrom Financial LLC for 12 years. Outside of advising, she is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, providing comprehensive financial life planning, transition planning, and wealth management. The firm employs an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies tailored to clients’ specific needs.

Douglas Wolfe is a financial advisor at Saddle River Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, Wolfe provides insurance services to clients who request them. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients. The firm offers portfolio management and comprehensive financial planning, focusing on ongoing planning and regular reviews. Their investment approach uses cost-efficient, globally allocated portfolios constructed with ETFs and mutual funds, guided by a proprietary research model that combines fundamental and technical analysis.

Michael Porro is a CFP® professional with 23 years at Michael J. Porro & Co. Financial Advisors, Inc. and 13 years of industry experience. He serves as a general partner in three limited partnerships that hold real estate. Michael J. Porro & Co. Financial Advisors provides investment management and financial planning to individual clients, trusts, estates, corporations, and pooled investment vehicles, employing a structured six-step planning process and actively managed portfolios across multiple asset classes.

Christopher Wang is a financial advisor at Runnymede Capital Management Inc with 19 years of industry experience. He has been with Runnymede since 2003 and holds a Series 65 designation. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and insurance companies. Runnymede Capital Management uses a combination of fundamental, technical, charting, and cyclical analysis in its investment approach, managing approximately $95 million in discretionary assets with a small advisor team.

Claudia Rodriguez is a financial advisor at Cenacle Partners with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Calyx Capital Advisors, LLC since 2013. Cenacle Partners provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, charitable institutions, foundations, and endowments. The firm employs a range of investment strategies including long-term, short-term, trading, and options, supported by research from financial periodicals and custodial firms, with most accounts managed on a discretionary basis.

Daniel Sherman is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Lenox Advisors. Outside of his advisory role, Sherman serves as an ocean lifeguard. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, providing financial planning, discretionary investment management, and access to brokerage and insurance products. The firm serves individuals, retirement and profit-sharing plans, trusts, estates, charities, and business entities, emphasizing fundamental analysis and tailored manager selection.

Eduardo Schwartz is a financial advisor at LifeCapital Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for eight years. Outside of his advisory role, he is a licensed insurance agent and dedicates part of his time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with the flexibility to include individual securities, alternatives, and digital assets.