Vincent Polidori is a financial advisor with ValuEngine Capital Management LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes roles at TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he serves as a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing tailored portfolio management based on clients’ goals, time horizons, and risk tolerance. The firm utilizes fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary asset management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.

Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.

Marc Segelnick is a financial advisor at Clutch Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bseed Investment Group from 2018 to 2021. Segelnick has been with Clutch Capital Management since 2013. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning. The firm uses a top-down investment approach with an emphasis on diversification and risk management, and it accepts client-imposed investment restrictions.

Richard Sincerbeaux is the sole advisor at RM Sincerbeaux Capital Management, LLC, based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of experience in the financial industry. Since founding the firm in 2007, he has focused on discretionary investment management for high-net-worth individuals. RM Sincerbeaux Capital Management serves approximately 15 high-net-worth households, managing around $230 million in client assets. The firm emphasizes long-term, dividend-growth equity ownership combined with laddered bond portfolios, utilizing fundamental research and tax-aware strategies in concentrated portfolios.

Falk Laube is a Series 65-licensed advisor at Freedom Investments, Corp. with two years of industry experience. He previously worked at R.G. Niederhoffer Capital Management for seven years and has been involved with Fantagora, a software development and technology consulting firm, as a director and consultant since 2020. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, while offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements, including fund structuring, capital formation support, and investment technology development.

Michael Huxley is a financial advisor at Clearbrook Investment Solutions LLC with 17 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at M/T Securities since 2013. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and is part of an affiliated group that collectively advises on significantly larger assets.

Cindy Mota Rios is a CFP® with six years of industry experience, currently serving at Re Envision Wealth in New York, NY. Her previous roles include positions at Grid 202 Partners, Greenspring Advisors, LLC, and Quadrant Capital Management. Outside of her advisory work, she owns Sublime, a business focused on Mindset and NLP-related coaching. Re Envision Wealth is an SEC-registered advisory firm that serves individual and high-net-worth households as well as some institutional clients. The firm provides financial planning, investment consultation, wealth management, and discretionary portfolio management, emphasizing asset allocation combined with fundamental and cyclical analysis and due diligence on private-market opportunities.

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 Series 65-licensed financial advisor with eight years of industry experience. He has worked at Sincerus Advisory since 2019 and previously spent ten years at RCL Advisors, LLC. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis alongside passive investment strategies and typically manages accounts on a discretionary basis.

Kiran Kumar Devarapalli is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He is the founder and CEO of Ciro Capital LLC in Jersey City, NJ, and has held prior roles at firms including Morgan Stanley Private Wealth Management and LPL Financial. In addition to his advisory work, he founded Ciro Insurance Solutions, LLC, providing tailored non-variable life insurance and annuity products. Ciro Capital LLC serves individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and asset classes, combining direct management with oversight of third-party managers.

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 at Retirement Wealth Management, LLC with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Cetera and as a self-employed consultant. In addition to his advisory role, he manages an accounting and tax consulting practice. Retirement Wealth Management, LLC serves primarily individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $60.7 million in assets. The firm employs a long-term, fundamentally driven investment strategy and offers discretionary wealth management, financial planning, and access to independent managers and insurance consulting.

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.

Ravi Malhotra is a financial advisor at Oak & Reed Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses. The firm offers portfolio and asset management, financial planning, and pension consulting, managing approximately $19 million in client assets with a focus on fundamental analysis supplemented by technical and macroeconomic factors.

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 five years of experience in financial advising at Ford Financial Solutions, LLC in New York, NY. He is also the owner and principal of Ford Law, PLLC, a New York law firm providing legal services to individuals. Ford Financial Solutions serves both high-net-worth and non-HNW individual clients with comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven approach using low-cost index funds and third-party asset managers, and offers a range of planning engagements along with educational programming.

Bryan Koslow is a CFP® with 16 years of industry experience, currently serving at Clarus Group LLC in New York, NY. He has been with Clarus Group, CommonWealth Financial Network, and Cetera Advisors since 2013. Outside of his advisory role, Koslow is a sole proprietor providing accounting, tax preparation, and business valuation services, and he serves on the boards of the Foundation for MERS and Court Appointed Special Advocates for Children of Monmouth County, Inc. He also chairs the Investment Committee for the New Jersey Society of CPAs. Clarus Group provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million for about 182 clients, employing a combination of fundamental and technical analysis to build primarily long-term portfolios while utilizing options and derivatives as part of its strategies.

Douglas Mollin is a CFP® and holds a Series 63 license, serving as the sole advisor at Enright, Mollin, Cascio & Ramusevic, Inc. He has worked at the firm since 1993, totaling 33 years of experience. In addition to his advisory role, the firm principals maintain ownership in an affiliated tax and accounting practice, providing some clients with access to both investment and tax services. Enright, Mollin, Cascio & Ramusevic, Inc. offers personalized investment supervisory services and financial consultations to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a global balanced allocation strategy emphasizing mutual funds and ETFs across asset classes, focusing on risk control through asset allocation and diversification.