Cindy Mota Rios is a CFP® credentialed financial advisor with seven years of industry experience. She is currently with Re Envision Wealth and has previously worked at Grid 202 Partners, Greenspring Advisors, LLC, and Quadrant Capital Management. Outside of financial advising, she owns Sublime, a coaching business focused on Mindset and NLP techniques. Re Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families, and institutional clients, emphasizing alignment between values and investments. The firm employs a discretionary asset management approach that integrates fundamental and cyclical analysis, with a separately managed account strategy that considers satisfaction rankings by BIPOC women.

Mariette Campbell is a CFP® professional with three years of industry experience, currently serving as an advisor at Osprey Private Wealth LLC. She is also the owner and principal of The Graeme Collaborative, LLC, a consulting business focused on financial coaching and literacy. Prior to her current roles, she worked at Barrett Asset Management, LLC and Inverness Counsel, LLC. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily to high-net-worth and multi-generational families. The firm offers tailored portfolio management using fundamental and technical analysis and often assumes fiduciary roles for client trusts and private foundations.

Daniel Ryan is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Sincerus Advisory since 2019 and previously spent ten years at RCL Advisors, LLC, as well as one year at Brownson, Rehmus & Foxworth, Inc. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analysis techniques to develop individualized investment plans, managing discretionary accounts while allowing clients to impose investment restrictions.

Kiran Kumar Devarapalli is a CFA® charterholder with 11 years of industry experience. He is currently with Ciro Capital LLC, where he serves as Founder and CEO, and previously worked at Morgan Stanley Private Wealth Management and LPL Financial LLC. In addition to his advisory role, he founded Ciro Insurance Solutions, LLC, which provides tailored non-variable life insurance and annuity products. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with a focus on asset allocation and manager oversight.

A fee only and hourly NAPFA - Registered Financial Advisor and Certified Financial Planner ™ professional who enjoys helping clients take the many puzzle pieces in their financial lives and connect them so that they have the financial lives they want to have now or in the future. Specialties: fee only financial planning, wealth management, client management, retirement planning, education planning, financial literacy As an hourly only financial strategist, I leverage my knowledge and experience working with individuals and families at all levels of wealth and at multiple institutions to benefit my clients.

Simon Dixon is the sole advisor at Hudson House Capital Incorporated, holding a Series 65 credential with no prior industry experience before joining the firm in 2025. He is also CEO of Fundsnet Limited, an online discount fund broker, and City House Investors Limited, an investment advisory firm, both based in Harrogate, UK. His involvement in these businesses includes approximately 30 hours per month combined, with City House Investors Limited work occurring during trading hours. Hudson House Capital Incorporated is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and businesses. The firm employs a mix of passive and active strategies, focusing on asset allocation and security selection, and serves a broad client base including non-high-net-worth individuals.

Richard Polo Jr. is a financial advisor with Retirement Wealth Management, LLC, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. He has worked at Merrill and Cetera before becoming a self-employed consultant and later joining his current firm. In addition to his advisory role, Polo manages an accounting and tax consulting practice. Retirement Wealth Management, LLC serves primarily individuals, high-net-worth clients, trusts, estates, and small businesses, offering discretionary wealth management, financial planning, and access to independent managers and insurance consulting. The firm employs a long-term, fundamentally driven investment approach utilizing a range of assets and implements derivatives, hedging, and tactical cash positioning as part of its portfolio management.

Esteban Handal is the principal of Handal Dunaway LLC, an investment manager based in New York, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Nomura Securities International Inc. and Centerview Partners. Outside of advisory work, he is the founder and 50% owner of Washington Academy S.A. de C.V., a technical school offering various vocational courses in Monterrey, Mexico. Handal Dunaway LLC provides discretionary and non-discretionary portfolio management to individual and corporate clients, including high-net-worth individuals. The firm employs a mix of fundamental analysis and modern portfolio theory, with a broad investable universe that includes mutual funds, ETFs, derivatives, and margin transactions.

Adam Kalender is a CFP® with 28 years of industry experience. He is currently with Milestone Asset Management Group, LLC and has previously worked at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also serves as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index funds and ETFs, with tailored investment plans based on each client’s objectives and risk tolerance.

Robert Colby is the principal of Robert W. Colby Asset Management, Inc. in New York, NY, with 9 years of industry experience. He holds a Series 65 designation and has been self-employed since 2001. Colby conducts quantitative and technical research, and he is an author of books and articles published on multiple platforms, including his own websites. His firm serves individual and high-net-worth clients with approximately $4.63 million in discretionary assets under management. The firm employs proprietary quantitative and technical methods focused on Exchange Traded Funds and systematic ranking, offering a limited selection of actively managed portfolios and allocations with dynamic allocation strategies.

Anthony Ford is a CFP® professional with six years of experience in financial advising, currently serving at Ford Financial Solutions, LLC in New York, NY. He is also the owner and principal of Ford Law, PLLC, a New York-based law firm providing legal services to individuals. Ford Financial Solutions serves individual clients across a range of wealth levels, providing comprehensive financial planning and discretionary investment management. The firm emphasizes a passive investment approach using low-cost exchange-traded funds and diversified asset-allocation models, often implementing portfolios through referrals to outside managers while conducting due diligence and monitoring.

Bryan Koslow is a CFP® professional with 17 years of industry experience, currently serving at Clarus Group LLC since 2013. His prior roles include positions at Commonwealth Financial Network, Cetera Advisors, World Investments, and Ampex Capital. Outside of his advisory work, he is a sole proprietor providing accounting, tax preparation, and business valuation services, and he serves on the boards of the Foundation for MERS and the Court Appointed Special Advocates for Children of Monmouth County. Clarus Group LLC provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across about 182 clients, utilizing a mix of fundamental and technical analysis to build primarily long-term portfolios with options for tactical adjustments and tax-efficient strategies.

Christian Vivas is an advisor at Ronald Gelok & Associates, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at AAG Capital Inc and Ronald Gelok & Associates. Outside of his advisory role, Vivas serves as a group fitness instructor at the Madison YMCA and Meadowlands YMCA. Ronald Gelok & Associates manages approximately $75 million for around 230 clients, including individuals, retirement plans, trusts, and charities. The firm offers financial planning, discretionary investment management, and brokerage and insurance products, using a manager-of-managers approach tailored to client risk tolerance and objectives.

John Nettuno is a financial advisor at J.H. Darbie & Co., Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at St Joseph's Health for nine years. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individual and institutional clients, employing a combination of cyclical, fundamental, and technical analysis alongside value-oriented, tactical, and strategic asset allocation. The firm participates in third-party adviser programs and conducts regular account reviews.

John Connolly is a financial advisor at Atlantis Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2008 and 2009, respectively. Outside of his advisory role, he is a broker for a health care insurance firm, receiving annual renewal compensation. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm provides discretionary portfolio management utilizing a combination of macro, fundamental, technical, and cycle analysis, and is noted for its use of derivatives primarily as risk-management tools to reduce volatility.

Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Novare Capital Management and TIAA-CREF. SMP Financial Planning provides wealth management and standalone financial planning services to individuals, high-net-worth clients, trusts, estates, and select employer-sponsored 401(k) plans. The firm constructs customized, generally long-term portfolios and focuses on managing restricted and legacy securities, incorporating concentration risk oversight, tax-budgeting, and estate integration.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Saiph Capital, LLC since 2021. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his financial advisory work, he is a member of the Screen Actors Guild and has worked occasionally as an actor, extra, and stunt player. Saiph Capital provides financial planning, consulting, and investment management to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and notably banking and thrift institutions. The firm employs a long-term strategic asset allocation approach with tactical adjustments, utilizing a mix of mutual funds, ETFs, individual securities, and Independent Managers tailored to client risk tolerance and objectives.

David Podell is a financial advisor at Podell Financial Group LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Podell Financial Group since 2006, having previously been affiliated with Nylife Securities and New York Life Insurance Company for two decades. Outside of advising, he owns Business Benefits Consulting LLC, which provides fee-for-service benefits consulting to business owners, and serves as a volunteer on the Town of Randolph Board of Assessments for local improvements. Podell Financial Group LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and plan sponsors. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and access to private investments, tailoring portfolios based on client objectives, time horizons, and risk tolerances.

Edwin Milner is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include LPL Financial, American Investment Planners, and Signature Securities Group Corp./Signature Bank. He also provides limited services through Comprehensive Wealth Services during a transition to LPL Financial’s RIA platform. Comprehensive Wealth Services, LLC offers fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities, focusing on mutual funds and ETFs with discretionary management tailored to client risk tolerance, tax situations, and time horizons. The firm is modest in scale, with four advisors serving a mainly high-net-worth client base.

Manuel Ruiz is a CFP® professional with 14 years of industry experience, currently serving at Compass Private Wealth Group LLC since 2021. His prior work includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. He is also a licensed insurance professional. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm employs a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with portfolio supervision.