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.

Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

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.

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.

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.

Brandon Sack is a financial advisor at Active Wealth Advisors with Series 65 registration and one year of industry experience. Prior to joining Active Wealth Advisors, he was involved with GAB Management Corp and has a background that includes six years at Florida Atlantic University. Active Wealth Advisors is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, and a variety of institutional relationships. The firm employs a combination of fundamental analysis, modern portfolio theory, and sector-rotation techniques in its customized investment management, and utilizes a range of instruments including derivatives, futures, and digital-asset products.

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.

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.

Robert Solimano is a financial advisor at Angel Oak Financial Services LLC in Montvale, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with Angel Oak Financial Services since 2015. Angel Oak Financial Services LLC provides comprehensive financial planning and fee-only investment management to individuals and small businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, emphasizing globally diversified, long-term portfolios with attention to downside protection and tax efficiency.

Mauro Leos is a financial advisor at Next Pronto Capital Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CLSA Americas, CITIC Securities International USA, and Neuheit Associates. He is the founder of Next Pronto LLC, a financial planning business. Next Pronto Capital Advisors provides fee-only financial planning and wealth management services to individuals, families, and small businesses. The firm uses a bottom-up investment approach that emphasizes intrinsic value and corporate governance, offering tailored planning, portfolio construction, and an optional discretionary service to manage held-away retirement accounts.

Erik Dellith is the principal of Dellith Wealth Advisory in Fairview, NJ, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. Dellith is also an active licensed insurance agent and engages in a paid equity research role along with several other business interests. Dellith Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and investment strategies, executing transactions only with client approval in line with each client’s investment policy statement.

David Siflinger is the principal of David's Planning Services, LLC in Eastchester, NY. He holds a Series 65 license and has two years of industry experience. Prior to his current role, he worked at DermX Media and RNN-TV. David's Planning Services, LLC offers general financial planning to individuals and small businesses, focusing on budgeting, retirement and investment guidance, insurance advice, tax preparation, and education planning. The firm typically recommends diversified mutual funds and employs a buy-and-hold strategy without managing client assets or accepting discretionary authority.

Srdana Pokrajac is a CFA® charterholder and financial advisor with two years of industry experience, currently serving as the sole advisor at Planbound, LLC in New York, NY. She has been involved with Planbound since 2023 and also maintains a role at Wize Venture, Inc. Outside of her advisory work, she is engaged with Spartan Planning Group, a fee-only financial planning firm serving families, individuals, and organizations. Planbound offers financial planning, wealth management, and financial education services to individuals, high-net-worth clients, and small businesses. The firm uses a diversified, primarily passive investment approach and supports various engagement structures, including asset-based management, flat-fee planning, and hourly consulting.