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.

Michael Cohn is a financial advisor at Atlantis Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Atlantis Asset Management since 2005. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, and is notable for employing derivatives to reduce volatility within separately managed accounts.

Robert Hopcroft is a financial advisor at Basic Capital Advisors LLC with Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cohen & Steers, Armada ETF Advisors, and Stony Point Wealth Management Inc. Outside of finance, his work history also includes experience in local market and retail businesses. Basic Capital Advisors LLC provides ERISA-focused advisory and investment management services to employer-sponsored retirement plans and their plan sponsors, trustees, and investment committees. The firm emphasizes long-term, low-fee passive management using institutional-class index funds and ETFs, focusing on diversification, cost minimization, and routine monitoring against investment policy statement benchmarks.

John Paniagua is a Series 65 licensed financial advisor with three years of industry experience, currently serving at Prosus Wealth Management in New York, NY. His prior roles include positions at KKR Private Equity and ICE NYSE. Prosus Wealth Management is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm uses written investment policies and strategic asset allocations based on Modern Portfolio Theory, often applying a core-and-satellite approach with regular rebalancing and may allocate assets to third-party managers.

Peter D'agati is a CFA® charterholder with 18 years of industry experience. He has been with Stembrook Asset Management, LLC since 2007, where he serves as one of two advisors. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, with both long- and short-term trading strategies, including the active use of derivatives and allocations to digital assets when appropriate.

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.

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.

Robert Groesbeck is a CFA® charterholder and principal at Groesbeck Investment Management Corp, where he has worked for over 33 years. He has 12 years of industry experience and is based in Glen Rock, NJ. Groesbeck Investment Management Corp provides discretionary equity portfolio management to institutional and individual clients, employing a bottom-up investment process with focused dividend growth and earnings growth strategies. The firm manages concentrated portfolios with disciplined valuation criteria and participates in third-party wrap programs as a sponsored portfolio manager.

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.

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.

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.

Andrew Leicht is the principal advisor at Leicht Financial Planning and Wealth Management in Parsippany, NJ, holding the CFP®, ChFC®, and Series 63 designations with 28 years of industry experience. He has been affiliated with LPL Financial LLC and his own firm since 2014. In addition to his advisory role, he is a licensed producer of long-term care insurance through LTCi Partners. Leicht Financial Planning and Wealth Management serves approximately 190 client relationships, providing discretionary investment management and comprehensive financial planning for individuals, trusts, estates, and various business entities. The firm employs ETF-based model portfolios with tailored adjustments and utilizes a combination of fundamental, technical, and cyclical analysis, alongside tax-loss harvesting strategies, to align portfolios with client objectives.

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.

John Mccolgan is the sole advisor at Prospect Hill Management, LLC in Summit, NJ, holding a Series 65 designation with 21 years of industry experience. He has been with Prospect Hill Management since 2000. Prospect Hill Management provides discretionary investment supervisory services and individual portfolio management primarily to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm employs a combination of fundamental, technical, and qualitative analysis with an emphasis on asset allocation across various instruments, managing accounts on a discretionary basis with at least monthly reviews.