Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Stephanie Dearmont is a Series 65-licensed advisor with Watch Hill Advisors, LLC in New York, NY, where she has worked since 2011. She has 15 years of industry experience. Outside of her advisory role, she contributes as a writer for the web-based magazine BritishFoodInAmerica.com. Watch Hill Advisors provides discretionary investment management to individual investors and trusts, including some high-net-worth clients, using strategic asset allocation tailored to each client's goals. The firm employs a top-down economic and sector analysis to construct diversified portfolios primarily composed of index-based ETFs and selectively screened mutual funds.

David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

Sunil Joshi is a financial advisor with Quadram Capital LLC, holding a Series 65 designation and nine years of industry experience. He has been with Quadram Capital since 2016, including a brief period as self-employed earlier that year. Quadram Capital LLC provides portfolio management, advisory consultation, and retirement plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, and other business entities. The firm utilizes both fee-based passive portfolio strategies and an active trading program, incorporating fundamental and technical analysis along with the use of leverage, derivatives, and other advanced trading tools within separately managed accounts.

Pasquale Pisani is a financial advisor at Avanti Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kingsview Wealth Management from 2016 to 2022. Pisani is also involved with Avanti REO LLC, a special purpose entity related to investment activities. Avanti Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and offers ERISA-compliant retirement plan services, combining fiduciary consulting with licensed insurance product offerings.

Ariel Tavor is a financial advisor at Lions Financial Advisory in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Penn Mutual and Hornor Townsend & Kent Inc. Outside of advisory work, he serves as a board member and treasurer for a local charity and is involved in technology and marketing consulting as well as travel consulting businesses. Lions Financial Advisory is an independent firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm provides discretionary portfolio management and written financial planning using multiple analytical methods, with customized management aligned to clients' objectives and risk tolerances.

Joseph Grundy is a CFP® professional with eight years of industry experience and has been self-employed since 1988. He operates Grundy Financial Advisory Services as a sole advisor and engages in gold futures trading for his own personal benefit. Grundy Financial Advisory Services provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs and maintaining a long-term investment approach tailored to clients’ risk tolerance and objectives.

Charles Comer is a financial advisor with Family Office Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles at firms including Muriel Siebert & Co., LLC, Dawson James Securities, Inc., and Btig LLC. Outside of his advisory work, Comer serves as Trustee and Deputy Mayor for the Village of Baxter Estates, NY, a position he has held since 2001. Family Office Advisors LLC operates as a multi-family office providing wealth management counsel to high net worth families, trusts, and individuals. The firm offers comprehensive financial planning and investment guidance using an open-architecture investment model, outsourcing portfolio management to independent third-party managers while conducting due diligence and monitoring performance.

Lorna Hayden is the sole advisor at Greenwood Hayden Legacy Partners in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has led the firm since 2019 following several years on sabbatical. Greenwood Hayden Legacy Partners is a registered investment manager specializing in discretionary management of private pooled vehicles and single-investor funds for qualified eligible participants, institutional investors, and high-net-worth clients. The firm employs a diversified algorithmic fixed-income strategy using systematic, rules-based models that trade across multiple liquid markets, emphasizing transparency and institutional scalability.

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.

Cynthia Sterling is a ChFC® and founder of Sterling Financial Planning in New York, NY, with 22 years at her firm and a total of 5 years of industry experience reported. She previously worked at Washington & McGoldrick for 18 years. Sterling Financial Planning provides comprehensive financial planning and investment advice to individuals and families, focusing on retirement, college funding, and budgeting. The firm operates on fixed-fee and limited hourly arrangements, emphasizes holistic planning, and does not take custody of client assets or provide discretionary portfolio management.

Attila Mendli is a Series 65-licensed advisor based in Sunnyside, NY, currently operating Mendlstein Capital Holdings LLC. He has diverse experience across various industries, including roles at Uber Technologies, Hogan Personnel, and Corvinus University of Budapest. Mendli also worked with the Citizens Campaign for the Environment, reflecting involvement beyond the financial sector. Mendlstein Capital Holdings LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small-to-medium businesses with financial planning, consulting, and portfolio management services. The firm utilizes thematic and macroeconomic analysis, strategic asset allocation, and a variety of investment vehicles, developing proprietary allocation models without relying on third-party portfolios.

Neil Carousso is a CFP® and Series 63 licensed advisor with 32 years of industry experience. He is the principal and sole advisor at NGC Financial, LLC, where he has worked since 2000. Outside of his advisory role, Mr. Carousso owns and operates an accounting and tax preparation business focused on individual tax clients during the tax season. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as employer retirement plan consulting for businesses. The firm employs a customized, tactical allocation approach across various investment vehicles and manages accounts on a non-discretionary basis with ongoing monitoring and rebalancing.

Christopher Mitchell is a financial advisor at Keala Advisors with three years of industry experience. He holds a Series 65 designation and has also operated his own law practice since 2015. Keala Advisors is an independent firm based in New York, NY, with a single-advisor structure.

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.

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.

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.