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.

Loretta Nolan is a CFP® with 28 years of industry experience and the principal of Loretta Nolan Associates, LLC, an independent advisory firm she has led since 1997. She holds Series 63 and Series 65 licenses. Loretta Nolan Associates, LLC provides portfolio management, financial planning, consulting, and income tax preparation services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $135.8 million in client assets, primarily on a non-discretionary basis, and employs a fundamental analysis investment process with a long-term orientation that also allows for short-term trades and option-writing strategies.

David Mendels is a CFP® certified financial advisor with 12 years of industry experience. He is the sole advisor at DBM Planning, LLC, where he has worked since 2023. Prior to founding DBM Planning, he spent over two decades at Creative Financial Concepts. Additionally, Mendels serves as an adjunct faculty member at New York University. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term financial planning and asset-allocation-driven portfolio construction, primarily using a non-discretionary approach.

Sumit Kumar is a financial advisor at Stone Lake Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stone Lake Wealth since 2016. Stone Lake Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on client interviews, asset allocation, and periodic reviews, utilizing both fundamental and quantitative analysis to build portfolios that may include stocks, bonds, ETFs, mutual funds, and, when appropriate, leveraged and derivatives strategies.

Charles Doran is a financial advisor with Prometheus Investment Advisors LLC in Greenwich, CT, holding Series 65 and Series 66 credentials and 18 years of industry experience. He has worked at Prometheus since 2018 and previously at Questar Capital Corporation, Questar Asset Management, and SPC. Prometheus Investment Advisors LLC is a small independent firm serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm applies modern portfolio theory and quantitative analysis, combining model allocations with individualized recommendations and documented risk tolerances.

Bozidar Jovanovic is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He is the principal advisor at Honey Badger Advisors LLC and serves as a Professor of Practice at Boston College, where he teaches university-level finance courses. His prior experience includes roles at Leumi Investment Services Inc and William Raveis. Honey Badger Advisors LLC provides discretionary portfolio management, financial planning, and consulting services to a select client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental, modern portfolio theory and quantitative analysis to manage accounts, offering both customized and model portfolios under discretionary authority.

Hendrik Dijs is the sole advisor at Marathon Investments, LLC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Marathon Investments since its founding in 2011. The firm is an independent, state-registered advisory serving individuals, corporations, and other entities with portfolio management and investment consulting. Marathon Investments manages approximately $10 million across about two dozen clients, offering customized portfolios based on fundamental security analysis and managing assets on a discretionary basis.

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.

Lawrence Doyle is a financial advisor at Dia LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JP Morgan Securities Inc since 2001. Doyle previously maintained a market and economy commentary website, Sense on Cents, and he co-owns FBH LLC, a business involved in investigative projects on various domestic and international issues. DM Income Advisors, LLC, with which Doyle is associated, acts as a solicitor introducing accredited and high-net-worth investors to third-party asset managers. The firm focuses on client solicitation and relationship management, emphasizing tax-exempt municipal bonds and equity portfolios, and is compensated by the asset managers rather than charging clients direct advisory fees.

Timothy Mcmullan is a financial advisor at IRM Management in Ridgefield, CT, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TJT Capital Group, LLC for 17 years. He is also the editor of The Investor's Strategist newsletter. IRM Management provides discretionary portfolio management to individual and high-net-worth clients, managing approximately $22.5 million. The firm employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, and options, with an emphasis on individualized investment policy statements and regular account reviews.

Sergio Pedreiro is a financial advisor with Longavista Advisors, LLC, holding a Series 65 credential and four years of industry experience. Before founding Longavista Advisors in 2021, he worked at Revlon Inc, Estre Ambiental SA, and BTG Pactual. Longavista Advisors provides discretionary and non-discretionary investment advisory services to ultra-high-net-worth individuals and family offices. The firm employs a strategic, activist-style value investment approach focused on long-term capital appreciation in both public and private equity and debt investments.

Frank Welch is the sole advisor at Quarve Associates, LLC, an independent firm based in Stamford, CT. He holds a Series 65 designation and has 28 years of industry experience, having led Quarve Associates since 1993. In addition to his advisory work, he operates an affiliated accounting and tax advisory practice and is licensed as a mortgage loan originator in Connecticut. Quarve Associates provides discretionary investment supervisory services and financial planning to a small client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages tailored portfolios using a variety of instruments and combines fundamental, technical, and cyclical analysis with comprehensive financial planning.

Alexander Teicher is a financial advisor at Revelations Asset Management LLC with 4 years of industry experience. He holds a Series 65 designation and has worked at Revelations Partners, LP and Roundabout Asset Management LLC. He is also the Managing Partner for his family's investment office. Revelations Asset Management LLC provides discretionary portfolio management to high-net-worth individuals and corporate entities, focusing on equities, ETFs, and non-U.S. securities. The firm uses fundamental analysis and a variety of trading strategies under discretionary authority, with a small client base and performance-based compensation.

Richard Parower is a CFA charterholder and principal of Compo Advisors, LLC in New Canaan, CT, with eight years of industry experience. Prior to founding Compo Advisors in 2018, he worked at Voya Investment Management from 2014 to 2018. Compo Advisors provides discretionary investment management and financial planning services to individual investors, high-net-worth clients, trusts, and estates. The firm employs a retirement-focused, long-term investment approach centered on low-cost index funds, ETFs, and mutual funds, utilizing fundamental and technical analysis to guide asset allocation decisions.

John Cooper is a financial advisor at Stuyvesant Capital Management Corporation with 28 years of industry experience. He has been with the firm since 1978. Stuyvesant Capital Management Corporation provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, managing equity and balanced portfolios for high-net-worth and other individual clients. The firm employs a combination of fundamental stock selection and macro and technical inputs, and also offers a licensed trend-following tactical allocation program using ETFs.

Joseph Bencivenga is the sole advisor at Madison Money Management, Inc., an independent firm where he has worked since 1999. He holds a Series 65 designation and has four years of industry experience as a financial advisor. Prior to this role, he has over 40 years of public accounting experience, including an inactive CPA credential. Madison Money Management provides discretionary portfolio management to individual investors and irrevocable family trusts, managing approximately $10 million for four clients. The firm employs a dual-analysis approach that combines fundamental and technical research in a bottoms-up process, emphasizing minimal trading and tactical cash placements.

Maureen Whelan is a CFP® professional with 20 years of experience, currently leading M.A. Whelan Financial Planning in Cortlandt Manor, NY. She has focused her career exclusively with this independent firm. M.A. Whelan Financial Planning serves individuals and families nearing or in retirement, providing financial planning, discretionary investment management, and income tax preparation for some clients. The firm emphasizes asset allocation and cost control through diversified portfolios using mutual funds and ETFs, managing accounts on a discretionary basis with quarterly reviews and flat fees.

Jonathan Wiley is a financial advisor with Wiley Capital Partners in Greenwich, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cambridge Investment Research, Arch Global Advisors, and Voya Financial Advisors. Wiley Capital Partners is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm also provides pension consulting services, applying various analytical methods and operating under ERISA/IRC fiduciary standards for retirement plans.

Benjamin Lubin is a financial advisor at Securities Industry Management Corp. with 29 years of industry experience. He holds a Series 63 designation and has been with the firm since 1981. Outside of his advisory role, he also acts as a consultant for Securities Industry Management Corp. Securities Industry Management Corp. provides discretionary investment management and financial consulting to high-net-worth individuals, families, trusts, estates, businesses, charitable organizations, and qualified plans. The firm uses a proprietary strategic asset allocation methodology and a variety of analytical approaches to construct and manage diversified portfolios on a discretionary basis.