John Knox is a financial advisor with Jadwin Asset Management LLC in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at tru Independence Asset Management and Bessemer Investor Services, Inc. since beginning his independent practice in 2020. Jadwin Asset Management LLC is an independent advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm primarily constructs portfolios from individual equities, fixed income, and exchange-traded funds, applying both fundamental and technical analysis, and offers discretionary investment management across custody and non-custodial accounts.

Jared Cutler is the sole advisor at Five Factor Capital Advisors, an independent firm based in Rye Brook, NY. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Jared has been with Five Factor Capital Advisors since 2010. Five Factor Capital Advisors serves individuals, high-net-worth clients, and institutional accounts such as pensions and endowments. The firm emphasizes long-term, asset-allocation oriented portfolios grounded in modern portfolio theory, providing portfolio management and individualized investment policy statements while outsourcing administrative functions and utilizing specific custody and execution arrangements.

Curtis Pope is a CFP®-certified financial advisor with eight years of industry experience, currently operating as the sole advisor at Pope Wealth Planning, LLC in Tarrytown, NY. His prior experience includes roles at Morgan Stanley, Wealthsimple, Ameriprise Financial Services, and Northstar Money, where he also serves as a financial planner for a fintech company focused on employer financial wellness programs. Pope Wealth Planning, LLC provides investment management and financial planning services to individuals, couples, and high-net-worth clients, emphasizing passive portfolio construction through index funds and ETFs combined with fundamental analysis and third-party models. The firm typically operates under non-discretionary trading arrangements, offering a hybrid service model that integrates ongoing planning with model-driven execution.

Neil Carousso is a Certified Financial Planner® with 32 years of industry experience, serving as the sole advisor at NGC Financial, LLC since 2000. He also owns an accounting and tax preparation business focused on individual tax clients during the seasonal period from February through April. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as advice to businesses on employer retirement plans. The firm employs a customized, tactical allocation approach with non-discretionary portfolio management and maintains an affiliation with a FINRA-registered broker-dealer while also offering affiliated tax and accounting services.

James Bogush is the sole advisor at Bull Market Strategies LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience, including three years at Goldman Sachs & Co. LLC. Outside of his financial advisory work, he has operated several businesses since 2011, including Bogush, Inc. and Wall Street Motor Cars, LLC. Bull Market Strategies LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and institutional clients. The firm employs diversified investment strategies including technical analysis, options trading, and both discretionary and non-discretionary account management.

Stephanie Whiston is the principal of Whiston Asset Management in New York City, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked at Hudson Heritage from 2001 to 2017 and has operated Whiston Advisors since 1989. Outside of investment advisory, she is the founding director of the Marine Education Foundation, a charitable organization focused on marine educational programs and fundraising. Whiston Asset Management is an independent advisory firm managing approximately $18 million in discretionary assets for individuals, high-net-worth households, pension and profit-sharing plans, trusts, and small businesses. The firm employs proprietary model portfolios and a strategic asset allocation approach tailored to clients’ retirement and wealth-transfer goals, combining discretionary portfolio management with affiliated consulting services and insurance solutions.

Siegfried Huhn is the principal of HF Advisory Services, LLC, an independent advisory firm. He holds a Series 65 designation and has four years of industry experience, while operating HF Advisory Services since 1999. In addition to providing investment advice, he is a Certified Public Accountant offering tax preparation and accounting services. HF Advisory Services provides investment advisory services to individual and corporate clients, including pension plans, managing accounts on both a discretionary and non-discretionary basis. The firm employs a bottoms-up security selection process, utilizing mutual funds, fixed income securities, and individual equities, and offers clients flexibility in portfolio allocation.

William Martone is the principal of Martone Capital Management, Inc. in Tarrytown, NY, with over 31 years at the firm and eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent. Martone Capital Management provides fee-based investment advisory and portfolio management services to individuals, high-net-worth investors, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes, managing a majority of assets on a non-discretionary basis with a focus on pension and profit-sharing clients.

Edwin Hagan Emmin is a financial advisor at Moor Funds with a Series 65 designation and four years of industry experience. He has worked at Moor Funds since 2021 and previously held roles at Titan Alpha Systems and Aztec Exchange. Moor Funds provides discretionary investment management and portfolio construction focused on domestic and international equities for high-net-worth individuals, family offices, pension plans, trusts, estates, and other institutional clients. The firm uses a proprietary AI-driven selection system combined with traditional fundamental analysis and manages a small number of individualized accounts on a discretionary basis.

Samir Shah is the sole advisor at MBS Mantra, LLC, an independent registered investment adviser based in Stamford, CT. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 12 years at MBS Mantra. MBS Mantra serves high-net-worth and qualified investors, as well as trusts, foundations, corporations, retirement systems, and other institutional clients. The firm offers discretionary portfolio management, outsourced CIO services, and is developing private limited partnership fund structures. Its research-driven investment approach focuses on structured fixed-income products, primarily mortgage-related securities, while maintaining flexibility to use corporate bonds, ETFs, mutual funds, equities, and derivatives for hedging and asset allocation.

Jason Joseph is a financial advisor with Abby Advisors LLC in Dobbs Ferry, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abby Advisors, he worked as a self-employed advisor for several years. Abby Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a combination of passive and active investment strategies and offers both discretionary and non-discretionary account management, with a focus on long-term holdings alongside occasional short-term trades.

Angelo Martorell is a CFA® charterholder and principal of Martorell Capital Partners, LLC, based in Greenwich, CT, with nine years of industry experience. He has been with Martorell Capital Partners since 2017, following a year at Martorell Capital. Martorell Capital Partners provides discretionary investment management to a select group of clients, including individuals, families, trusts, foundations, pooled investment vehicles, pension plans, and institutional investors, with a notable portion of assets managed for non-U.S. clients. The firm’s investment approach emphasizes fundamental research, concentrated positions, and explicit price targets across equities, high-yield and distressed debt, sovereign debt, and related credit instruments, employing performance-based fees and various trading strategies.

Hans Olsen is a CFA charterholder with 19 years of industry experience. He is the principal at Brooklands Partners, LLC, where he has worked since 2025. His prior roles include positions at Fiduciary Trust Company and Stifel. Outside of his advisory work, Olsen serves as managing partner and owner of Gladstone LLC and participates on investment committees for Atlantic Charter Insurance Company and the Cabot-Wellington family office. Brooklands Partners, LLC is an investment manager focused on discretionary asset management for pooled vehicles and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, and emphasizes selecting and overseeing third-party sub-advisors as part of its investment approach.

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time. Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

Elizabeth Landau is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with three years of industry experience. She has been the sole advisor at Landau Advisory LLC since 2015. Landau Advisory LLC is an independent, fee-only firm that provides hourly and project-based financial planning services to individuals and families without requiring minimums. The firm also offers customizable financial education workshops for employers and other organizations, focusing on long-term, diversified investment strategies using low-cost index funds and ETFs.

Steven Zhang is a CFA® charterholder with three years of industry experience. He is the sole advisor at Youhe Advisors LLC and has been involved with Youhe Invest LLC since 2009. Zhang also holds officer roles in related financial and accounting services businesses. Youhe Advisors LLC provides investment management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and diversified holdings, using research-driven portfolio construction tailored to each client’s risk objectives.

David Goldenberg is a financial advisor at Cove Capital Management Inc. in Oyster Bay, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Cove Capital Management since 2011. Cove Capital Management is an independent firm providing discretionary portfolio management and periodic portfolio reviews for individuals, partnerships, pension plans, trusts, and home offices. The firm employs fundamental analysis and a range of active strategies, including long- and short-term trading, short sales, margin transactions, and options writing, with portfolios typically including equities, bonds, mutual funds, ETFs, REITs, and exchange-traded partnerships.

Jason Blumstein is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Julius Wealth Advisors, LLC since 2021, following roles at Satovsky Asset Management and J.P. Morgan Chase & Co. Julius Wealth Advisors, LLC provides financial planning, investment management, behavioral coaching, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a goals-based, tax-aware investment approach emphasizing low costs, long-term holdings, and behavioral coaching to help clients avoid emotional decisions.

Marianna Beddard is a financial advisor at The Playbook Advizor with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Marianna is also registered as an insurance agent but does not actively sell insurance. The Playbook Advizor provides discretionary and non-discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and qualified retirement plans. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis tailored to each client’s goals and risk tolerance, with regular account reviews for allocation, rebalancing, and tax-loss harvesting.

Damanick Dantes is a financial advisor at Dantes Outlook with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Foreside Fund Services, LLC, Global X Management Company LLC, and Cannon Advisors. Dantes Outlook provides investment advice and model portfolios to individuals and families, along with consulting and outsourced-CIO services for other registered investment advisers. The firm employs a goal-based asset allocation strategy using ETFs, individual stocks, and technical analysis, incorporating systematic trend signals and momentum-based approaches that distinguish it within the independent advisor community.