Sarah Kovalakides is a financial advisor at Tepp Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Tepp Wealth Management, she worked at Jaffe Communications and had periods of unemployment. Tepp Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans and corporate clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $146 million in assets using firm-developed model portfolios and various investment strategies.

Oleg Zviagin is a financial advisor at Elevate Planners with five years of industry experience. He holds a Series 65 license and has worked at several firms including CapFinancial Partners and Proxy Wealth Advisors. Outside of advising, he is a licensed insurance agent involved in insurance-related activities. Elevate Planners is an independent advisory firm serving individuals, small businesses, and corporate retirement clients. The firm offers comprehensive financial planning and portfolio management, combining active management with Modern Portfolio Theory principles, and provides pension consulting and retirement plan services under ERISA regulations.

Maximillian Alden is a financial advisor at Vanquour LLC with one year of industry experience. Prior to joining Vanquour, he worked for Alden Advanced Technologies for five years and at Holderness School for four years. He holds Series 65 and Series 63 licenses. 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 uses a combination of fundamental and technical analysis to construct customized, primarily long-term portfolios while allowing for tactical adjustments and ongoing due diligence.

Melissa Rosenfeld is a financial advisor with Lisch Investment Management LLC in Jersey City, NJ, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. She has been affiliated with multiple related firms, including Lisch Investment Management, Hudson River Investment Group, and Lisch & Lisch LLC, where she maintains ownership and performs accounting and tax services as a certified public accountant. Lisch Investment Management LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with an income-and-growth focus, managing globally diversified portfolios on a discretionary basis with regular reviews and adjustments.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at NM Advisors and Acuris, as well as academic appointments at Clark University and NMIMS University. Portus Wealth Advisors provides discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection for individuals, high net worth clients, charitable organizations, and other businesses. The firm also advises a private pooled vehicle and offers access to less-liquid investments, integrating multiple custodial platforms in its service model.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kensington Capital Corp since 2018 prior to joining Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, businesses, and charitable organizations. The firm uses client financial information and risk profiles to tailor portfolios and employs both technical and fundamental analysis across various investment strategies.

Jacob Chen is a financial advisor at Vanquour LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. Before joining Vanquour, he worked at Brighton Securities and PneumaTek LLC and spent nineteen years at New York University. Outside of his advisory role, he manages rental units of his residence. 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 builds customized portfolios using diversified investments and employs a combination of fundamental and technical analysis to manage long-term portfolios with tactical adjustments as needed.

William Reik, Jr. is a financial advisor at Reik & Co., LLC with 4 years of industry experience. He has been with Reik & Co. since 2006. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for 57 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap securities.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 22 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $59.4 million in client assets. The firm combines fundamental analysis with CPA expertise to support tax-sensitive, long-term investment strategies while also offering accounting services as a certified public accounting practice.

Lukas De Witt is a Series 65-licensed financial advisor at Elevate Planners with five years of industry experience. He has worked at Proxy Wealth Advisors LLC since 2020 and is also involved in real estate sales through Mont Sky Real Estate. Elevate Planners is an SEC-registered independent advisory firm that offers comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm combines active management with Modern Portfolio Theory-based allocation and provides a wrap fee program, pension consulting, and retirement plan services under ERISA.

Elizabeth Miller is a CFP®, CFA®, and Series 65-licensed financial advisor with 29 years of industry experience. She has been with Summit Place Financial Advisors, LLC since 2008, working as part of a four-advisor team based in New York, NY. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis across equity and fixed-income securities, mutual funds, and ETFs, and operates through multiple offices with approximately $256 million in discretionary assets under management.

Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KDM Capital, Saxony Securities, and Wunderlich Securities. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management focused on fixed income and individual equities. The firm employs a combination of fundamental and technical analysis to customize portfolios based on client risk tolerance and objectives.

Kara Cooke is a financial advisor at Mary & Pip with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online, app-based advisory program, using proprietary algorithms to generate ETF-based portfolio recommendations and manage accounts on a discretionary basis.

Mary Nader is a Series 66-registered financial advisor with Mary & Pip in New York, NY, bringing three years of industry experience. She previously worked at Deutsche Bank Securities and Deutsche Bank Trust Company Americas from 2020 to 2025. Outside of financial advising, she manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships, and has modeling representation through Ford Models. Mary & Pip provides discretionary, ETF-based portfolio management through an online, app-based platform. The firm serves individual retail investors and families with algorithm-driven investment advice, emphasizing strategic asset allocation, long-term holdings, and periodic rebalancing.

Yosef Stilerman is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has been involved in real estate investment management through multiple entities, including YZ Builders LLC and Sayaset Capital Financing LLC, where he serves as manager. Creative Capital provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios based on client objectives and utilizes various investment strategies, including equities, options, and real-estate partnership interests.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor since 2003, alongside his role at Stratacore since 2014. Desalvo is also licensed to sell insurance products, an activity to which he devotes a small portion of his time. Stratacore Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, managing approximately $97 million in assets. The firm combines fundamental, technical, and cyclical analysis in its investment approach, providing both discretionary and non-discretionary asset management and ERISA plan advisory services.

Natalie Munn is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. She previously worked at Northwest Bank and held roles at the University of Pittsburgh and Callahan Ice Arena. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary analysis and a range of investment vehicles while emphasizing ongoing monitoring and periodic reviews.

Anthony Minko is a financial advisor with Minko Wealth in Brooklyn, NY, holding a Series 65 credential and five years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he offers legal advice and services to clients separately from his advisory role. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm employs fundamental analysis and modern portfolio theory to construct portfolios tailored to clients’ goals, risk tolerance, and time horizon, and offers access to alternative investments and third-party money managers.

John Callahan is a CFA® charterholder with 38 years of industry experience. He has been with Merrion Investment Management Co., LLC since 2012. Outside of his advisory role, he serves as Treasurer and Finance Committee Chairman of Baltusrol Golf Club and is a Trustee and Endowment Chair for the Scholarship Fund for Inner City Children, a nonprofit providing education scholarships. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets, serving individuals, family trusts, nonprofits, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and may use borrowing and derivatives in separately managed accounts to implement investment strategies.

Wylie Wang is a financial advisor at Astra Wealth Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Schupak Financial Advisors, HubSpot, Amazon, and the University of Virginia. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active strategies, utilizing institutional funds, equities, bonds, and alternatives when appropriate.