Erguis Mertiri is a financial advisor at Empire State Wealth Advisors Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Main Street Asset Management LLC, Securities America Advisors, Inc., and LPL Financial. He is also President and CEO of Main Street Financial Services LLC. Empire State Wealth Advisors Inc offers portfolio management and financial planning to individuals, high-net-worth clients, and retirement plans. The firm uses multiple analytical methods and modern portfolio theory, providing both discretionary and non-discretionary investment management alongside hourly financial planning and educational seminars.

Kwesi Simmsparris is the principal of Kaspian Wealth Management and holds a Series 66 designation with 20 years of industry experience. He has been with Kaspián Wealth Management Inc. since 2012 and has operated Kaspian Financial Service, Inc. since 2001. In addition to his advisory role, he is a Certified Public Accountant and an insurance agent, providing accounting and insurance services to clients. Kaspian Wealth Management LLC offers investment advisory services primarily to individual clients and qualified retirement plans, including ERISA 3(38) investment management. The firm employs discretionary asset management with asset allocation models, periodic rebalancing, and fundamental analysis, using third-party portfolio construction and reporting services.

William Haggerty is a financial advisor with The Haggerty Investment Group, LLC in Ridgewood, NJ. He holds a Series 65 designation and has 20 years of industry experience. He is also the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice. The Haggerty Investment Group is a single-advisor, state-registered investment adviser serving individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and a mix of long- and short-term equity and fixed-income strategies, managing discretionary portfolios and providing access to third-party advisers.

James Denby is the sole advisor at Denby Financial Services, LLC, an independent firm based in Clifton, NJ. He holds the Series 65 designation and has 12 years of industry experience. Denby has led his firm since 2010, providing a range of financial advisory services. Denby Financial Services offers investment advisory and financial planning primarily to individual clients, managing approximately $3.95 million across 26 accounts. The firm combines fundamental analysis and strategic allocation with both long- and short-term trading, operating mostly on a non-discretionary basis, and also provides income tax preparation and small-business accounting and payroll services.

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

Itay Maymon is a financial advisor at Clavis Capital Management, LLC with Series 65 credentials and experience dating back to 2014, including prior work at Latium Capital Ltd. He is the founder and CEO of Global Wave Management Ltd., a technology-oriented business focused on developing statistical models and software for the financial industry. Clavis Capital Management provides portfolio management and advisory services primarily to high-net-worth individuals and business entities, using a combination of quantitative and qualitative investment methods. The firm employs strategies such as short-term trading, short sales, trend following, and global macro futures trading across diverse asset classes, operating with trading discretion and incorporating commodity and futures exposure in client portfolios.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes roles at Shiseido Americas Corporation and Marubeni America Corporation. In addition to his advisory work, he maintains a full-time external tax role and provides tax consulting. Amber Wealth Advisors is an independent firm offering fee-only financial planning to individuals and high-net-worth clients, focusing on areas such as business planning, retirement, and tax considerations. The firm provides investment analysis and recommendations without discretionary portfolio management, using a fixed or hourly fee model rather than percentage-of-assets billing.

Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.

Paul Cheransky is a CFP® and Series 63-registered financial advisor at Panorama Financial LLC with 10 years of industry experience. His prior roles include positions at Jeffrey N. Mehler, CFP LLC, SAX Wealth Advisors, and Silvercrest Asset Management Group. Panorama Financial LLC is an independent, solo-practitioner firm providing discretionary and non-discretionary portfolio management as well as standalone financial planning for individual and high-net-worth clients. The firm employs investment strategies based on modern portfolio theory and offers a range of investment options while typically requiring clients to custody assets with Altruist.

I started Joint Financial after moving back to New Jersey from Colorado. During my time out west, I noticed how many people had interests outside of their work, which inspired me to help others become work-optional and pursue their own personal interests and passions. My work focuses on helping clients build a tax-efficient roadmap to financial independence before age 65. This includes retirement projections, long-term tax planning, asset withdrawal strategies, investment management, equity compensation, and insurance/estate review. In my free time, I am likely working on my golf game, or if the weather won't cooperate, thinking about playing golf. All jokes aside, I love to exercise, read, ski, and cook when I am not golfing, or thinking about golfing!

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 14 years of industry experience. He has been with Roseheart Investment Advisors since 2012 and previously worked at Roseheart Associates, LLC for 21 years. He holds the Series 63 and Series 65 designations. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, creating written Investment Policy Statements tailored to each client's goals, tax considerations, and risk tolerance. The firm’s investment approach incorporates fundamental and technical analysis across a range of asset classes and employs both long-term and active trading strategies, managing approximately $24 million in discretionary assets for a relatively small client base.

Jeffrey Barnett is a financial advisor at Fintegrity LLC with eight years of industry experience. He holds a Series 65 designation and has been with Fintegrity since 2017. Fintegrity is an independent, fee-only registered investment adviser serving high-net-worth individuals, families, trusts, business entities, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and ongoing advisory services, employing a long-term, tax-aware investment approach grounded in fundamental analysis and behavioral finance.

Kfir Weinraub is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is the principal of Kind Capital Wealth LLC, a registered investment adviser founded in 2025. Prior to this, he held roles at eHealth Inc., Interpublic Group, Ernst & Young, and Ralph Lauren. Outside of his advisory work, he serves as Vice President of Total Global Rewards and HR Business Partner at eHealth Inc. and owns an HR consulting business, Kind Compensation LLC. Kind Capital Wealth LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental-analysis approach to portfolio construction, typically using ETFs and low-cost mutual funds, and offers retirement-plan consulting services in a 3(21) fiduciary capacity.

P. O'Gorman is the sole advisor at O'Gorman Asset Management, Inc., holding a Series 65 designation and with 23 years at the firm. He also owns an insurance agency, maintaining an active role in insurance sales alongside his advisory practice. O'Gorman Asset Management provides investment advisory services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and financial planning for business retirement plans and charitable organizations. The firm employs a value-oriented investment approach based on fundamental analysis and manages portfolios using individual equities, ETFs, mutual funds, and fixed-income securities.

Garth Weil is a financial advisor at Diversified Strategies LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Diversified Strategies since 2005. Diversified Strategies provides financial coaching, investor education, fiduciary retirement-plan analysis, and consultative investment services primarily for individual investors, trusts, estates, and small business owners. The firm typically introduces clients to Matson Money for discretionary asset management and serves as a co-advisor and liaison throughout the investment process, emphasizing ongoing investor education and periodic portfolio reviews.

Theresa Wan is a CFP® and CFA® credentialed advisor with 14 years of industry experience. She is the sole advisor at Treesa Financial Planning, LLC, where she has worked since 2012. Treesa Financial Planning offers fee-only financial planning and investment consultation to individual and family clients, focusing on hourly or fixed-fee engagements rather than ongoing portfolio management. The firm employs a globally diversified core-and-satellite investment approach using index and active funds and ETFs, and it does not take custody of client assets or provide discretionary trading.

Charles Chiu is a financial advisor with Golden Lake LLC in Parsippany, NJ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding Golden Lake LLC in 2013, he worked at TFS Securities, Inc. from 2015 to 2020. Golden Lake LLC provides investment management and consulting services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm employs a top-down, market-cycle approach incorporating macroeconomic analysis, market timing, tactical overlays, and quantitative technical analysis.

Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions in Montebello, NY, with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked for JPMorgan Chase & Co. for nine years, providing operational and administrative support in a non-advisory capacity. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates with comprehensive financial planning, portfolio management, tax planning and IRS representation, insurance planning, and community educational workshops. The firm integrates tax representation with financial planning, offering tailored advisory services based on clients’ goals, income, family situation, risk tolerance, and time horizon.

Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.

Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.