Peter Christakos is a financial advisor with Westfield Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been involved in multiple business activities including owning a CPA firm, Christakos & Co., and working as a real estate agent with Century 21 and Christakos Real Estate. He also teaches as an adjunct professor in the CFP program at Fairleigh Dickinson University and instructs CPAs nationwide on financial planning. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside personal financial planning and retirement plan advisory services. The firm employs tailored asset allocations using various investment vehicles and combines fundamental, cyclical, and technical analysis to support both long-term and tactical strategies.

Michael Warszawski is a CFA® charterholder with eight years of industry experience, currently serving at CWM Partners, LLC since 2018. Prior to joining CWM Partners, he worked at Manchester Capital Management from 2014 to 2018. He is a Group Chair of TIGER 21, LLC, a membership network for high-net-worth individuals, where he facilitates peer group meetings focused on investing and family matters. Additionally, Warszawski serves on the advisory board of First National Realty Partners. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios across various asset classes and coordinates with third-party advisers while maintaining primary advisory relationships.

Christopher Wang is a financial advisor at Runnymede Capital Management Inc with 20 years of industry experience. He has held the Series 65 designation and has been with Runnymede since 2003. Runnymede Capital Management provides discretionary investment management, retirement plan consulting, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset types and offers both discretionary portfolio management and stand-alone planning services.

William Anderson is a Series 65-licensed financial advisor with Robert W. Colby Asset Management, Inc. in New York, NY. He has 16 years of industry experience and has been with the firm since 2009. Robert W. Colby Asset Management serves individual and high-net-worth clients with a limited offering of six actively managed portfolios and four allocations. The firm uses proprietary quantitative and technical methods, including a Relative Strength Method and a Systematic Trend Identification System, focusing primarily on ETFs and systematic ranking to guide security selection.

Scott Hechler is a financial advisor at Purevest with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, SW Financial, and Worden Capital Management. He is based in Staten Island, NY. Purevest provides comprehensive asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm offers personalized portfolio management and retirement consulting, with most accounts managed on a non-discretionary basis.

Robert Rabinowitz is a financial advisor with J.H. Darbie & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with J.H. Darbie since 1997 and also serves as CEO of Wolf A. Popper, Inc. and Trend Trader LLC. Outside of investment activities, Rabinowitz is involved in business accounting and consulting. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, and participates in third-party adviser programs.

Yan Sun is a CFA® charterholder with 18 years of industry experience, currently serving at Taurus Financial in Jersey City, NJ. His prior work includes roles at Credit Suisse Securities and LPL Financial. He is also the owner of TDG International LLC, a non-investment-related business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing fundamental and quantitative analysis alongside a range of investment strategies.

Eleana Mclane is a financial advisor at Redwood Financial Planning, LLC with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Nationwide Investment Services Corporation. Redwood Financial Planning, LLC manages approximately $213 million across three advisors, providing portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs fundamental analysis combined with tactical overlay strategies and offers both discretionary and non-discretionary mandates, including due diligence and monitoring of recommended third-party asset managers.

Katherine Feeney is a CFP® and CFA® with over 10 years of industry experience. She has worked at Offit Capital for nine years before joining Summit Place Financial Advisors, LLC, where she is part of a four-advisor team. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $256 million in discretionary assets and uses a combination of fundamental, technical, and charting analysis across multiple asset types and trading approaches.

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

Mikael Larsson is a financial advisor at StrataCore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. In addition to his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm, Sweden, dedicating approximately half of his time to that activity. StrataCore Capital Management, LLC manages around $97 million in client assets, serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach, offering both discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services.

Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

Ryan Cole is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has worked at Integrity Advisory Partners LLC since 2012 and is also associated with Integrity Financial Partners, Inc. and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and acts as an independent insurance agent and business consultant with Liberty Mutual. Integrity Advisory Partners is a small SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm offers personalized investment management and financial planning, using a mix of fundamental analysis, charting, and both long- and short-term strategies, with a majority of assets managed on a non-discretionary basis.

Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.

Vincent Maffucci is a CFA® charterholder with 12 years of industry experience. He is currently with Cadia Private Client LLC and previously worked at Private Advisor Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maffucci is also a licensed insurance agent involved in insurance sales and implementation through Cadia Benefits LLC. Cadia Private Client LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $187 million in assets across about 123 client relationships, offering customized, primarily long-term portfolios that may include ETFs, mutual funds, stocks, bonds, options, alternative investments, and digital-asset ETFs.

Gregory Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with East Coast Wealth Management since 2010. Outside of his advisory role, he owns Procast Analytics, LLC, a New Jersey–based software development and IT consulting firm. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting primarily to individual and high-net-worth clients, as well as trusts, business entities, and participant-directed 401(k) plans. The firm constructs portfolios using ETFs, mutual funds, and individual securities, employing a combination of fundamental and technical analysis with a long-term orientation.

Joseph Rodriguez is a financial advisor at Matriarch Wealth Management, LLC with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Matriarch Wealth Management, he worked at UBS Financial Services for six years and also has experience as a consultant with JALEX LLC. Matriarch Wealth Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental and sector analysis with modern portfolio theory, employing both active and passive strategies across a wide range of asset classes.

Tyler Bowden is a financial advisor at Reik & Co., LLC with a Series 65 designation and two years of industry experience. He has been with Reik & Co. since 2014. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap stocks.

Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis and emphasizes diversified, low-cost core portfolios grounded in a Modern Portfolio Theory framework, incorporating tax minimization, behavioral finance, and long-term strategies.