Daniel Veliz is a CFA® charterholder based in New York, NY, currently with Franco Financial Advisors, Inc. He has been working in financial advisory and consulting roles since 2019, including time at Franco Financial Group, Inc. Veliz spends a portion of his time providing corporate and personal financial consulting through Franco Financial Group, Inc. Franco Financial Advisors, Inc. serves individuals, high net worth clients, trusts, estates, and businesses, typically with relationships starting at $1 million. The firm manages approximately $72 million in assets and offers customized portfolios using various securities while integrating investment banking and corporate finance services through its parent company.

Most people come to me at a similar point in life: income has jumped, life has gotten complicated faster than anyone prepared them for, and they have no time to sort it out. That's where I come in. I'm a CFP® professional and financial advisor with Firebrand Wealth Management, a women-owned fee-only fiduciary RIA. Our firm serves women, their families & allies, along with people that our industry has traditionally overlooked. That's the work I care about. I'm also a first-generation professional, and many of the people I work with are building wealth without a foundation. That includes LGBTQ+ households. I mentor first-generation business students at Rutgers for the same reason. My clients typically fall under two buckets: - Physicians, from residency training through pre-retirement. Residents and fellows moving into attending roles, mid-career doctors weighing partnership decisions (e.g., private practice, private equity-backed, or non-profit), and attendings planning for their next step. Student loans and PSLF, contract review, retirement plans, estate planning, and asset protection. - Early-career professionals in tech, marketing, law, and consulting whose pay is complicated and who are making these calls for the first time. Equity compensation like RSUs and ISOs, tax planning, cash flow, and an investment strategy you can stick with.

Leslie Beck is a financial advisor at COMPASS Wealth Management, LLC with 27 years of industry experience. She holds the CFP® and Series 63 designations and has worked with Strategic Blueprint, LLC and several academic institutions including William Paterson University and Bloomfield College. Outside of advisory work, she is a partner in 379 Associates LLC, which provides small business consulting and personal and business coaching services. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning through comprehensive or limited written plans. The firm does not manage client assets directly but supports implementation through third-party registered adviser platforms.

Robert Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. In addition to his advisory role, Mastrandrea owns a CPA and tax consulting practice. East Coast Wealth Management serves individual and high-net-worth clients, as well as trusts and business entities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs portfolios using ETFs, mutual funds, individual securities, and third-party managers, applying a mix of fundamental and technical analysis with a long-term orientation.

Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Rodrigo Curiel is a financial advisor with Blue Ox Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Citigroup Global Markets and Citicorp Investment Services before joining Blue Ox Capital Management in 2021. Blue Ox Capital Management offers advisory services primarily by selecting and directing clients to third-party investment advisers and funds, focusing on a consultative, referral-oriented approach rather than discretionary management or direct trading.

Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a principal at Kahn Brothers Advisors LLC in New York, where he has worked since 2007. Kahn serves as a manager and analyst at several affiliated investment firms. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm uses a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, emphasizing downside protection and long-term investment horizons.

Robert Canzani is a financial advisor at Saiph Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for five years before joining Saiph Capital in 2021. Saiph Capital provides financial planning, consulting, and investment management services to a diverse client base including high-net-worth individuals, trusts, charitable organizations, corporations, pension plans, and banking institutions. The firm employs a long-term strategic asset allocation approach complemented by tactical adjustments, utilizing mutual funds, ETFs, individual securities, Independent Managers, and proprietary model portfolios.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 19 years of industry experience. Prior to founding The Quick Group in 2025, Leslie spent ten years at Stifel, Nicolaus & Company, Incorporated. Leslie also serves as a registered representative for Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trusts or foundations. The firm emphasizes separate-account portfolio management with a combination of top-down and bottom-up investment processes, tax-aware strategies, and cost-conscious portfolio construction across a range of asset classes.

Jona Saraci is a financial advisor at Kineo Capital LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Aksia, and PwC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored strategies that integrate fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools. The firm manages multiple strategies including equity, derivatives, and risk management programs, and serves both separate accounts and pooled investment vehicles.

Francis Astorino is a CFP® with 42 years of industry experience, currently serving at The Astorino Financial Group, Inc., where he has worked since 1998. He also maintains a long-term association with LPL Financial beginning in 2003. Astorino is a notary public and has experience selling non-variable insurance products through outside companies. 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 or portfolio management services but assists clients who choose to implement recommendations through LPL Financial or other providers.

Theodore Fiore is a financial advisor at Diversified Planning Strategies Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, Jones Lang Lasalle, Primerica, Keller Williams, and Citigroup Global Markets. Outside of his advisory work, he volunteers as a youth basketball coach at Saint Catherine of Siena School in Cedar Grove, NJ. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154.4 million in discretionary assets across about 364 client accounts and employs third-party model portfolios and a sub-adviser to implement client strategies while providing ongoing advice and supervision.

Junyi Yuan is a financial advisor with Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has previously worked at Quantel AI, Inc., Rutgers Business School, and Shanghai University. Yuan has no prior industry experience outside his current advisory role. Quantel offers investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to manage portfolios aligned with client risk profiles, providing both discretionary and non-discretionary advisory services.

Mathew Goldberg is a Series 66-credentialed advisor with 25 years of experience, currently with Manhattan Wealth Management Group in New York, NY. His career includes roles at MWMG Advisors, Mpwm Advisory Solutions, Chase Investment Services Corp., and Wells Fargo Clearing. Manhattan Wealth Management Group is an SEC-registered investment adviser offering portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based investment approach, utilizing a combination of internally managed assets, third-party managers, and model portfolios.

Nilanjan Das is a CFA® charterholder currently with Ciro Capital LLC and has one year of experience in the industry. His prior work history includes roles at Blue Sun Advisors LLC, Decimal Point Analytics, and Deutsche Bank. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios and incorporates third-party money manager oversight as part of its investment approach.

Yijia Fan is a Series 65-licensed advisor with IONE Capital Management LLC, bringing seven years of industry experience. Fan has served with IONE Capital Management since 2015. Outside of advisory services, Fan is 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 employs a quantitative and systematic investment approach, utilizing statistical alpha strategies, algorithmic asset allocation, and risk management policies, while managing accounts on a discretionary basis.

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 a financial advisor with Sterling Legacy Advisors Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Sterling Legacy, she worked at LPL Financial and Equitable Advisors, LLC. Gilhuley has also been involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm combines a client-centered approach with a range of investment strategies and operates as a small team from a single office.

Lauren Wong is a CFA® charterholder with 24 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. Wong also serves as Vice President of SYS INVESTORS CORP., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity strategy combined with selective fixed-income security selection and integrates wealth planning into its portfolio management.