Anne Marie Pierno is an advisor at Reik & Co., LLC with four years of industry experience. She has been with Reik & Co. since 2006, working within a team-based environment. Reik & Co., LLC is an SEC-registered investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations through concentrated, long-term equity strategies focused on companies with significant insider ownership and strong financial profiles.

Mark Zagotti is a financial advisor with Next GEN Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His career includes roles at Equitable Advisors, AXA Advisors, Cathay Securities, Inc., and currently at Remsenburg Securities, LLC and Blue Diamond Securities of America LLC. Outside of his advisory work, he owns Z Force, LLC, which provides compliance consulting services. Next GEN Advisors primarily serves high-net-worth individuals and related entities, offering asset management, financial planning, and consulting services through various account structures. The firm combines fundamental and technical investment methods and is distinguished by its affiliation with Cathay Securities, a registered broker-dealer that allows for dual registration of its advisors.

Luke Papa is a financial advisor at Diversified Planning Strategies Advisors LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Prior to his advisory role, he was affiliated with the University of South Carolina for four years. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs third-party model portfolios managed by a sub-adviser and offers services such as discretionary portfolio management and comprehensive financial planning.

Jonathan Varelas is a financial advisor at Sterling Legacy Advisors Inc. with four years of industry experience. He has previously worked at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. Since 2006, he has been an independent insurance agent specializing in various life and disability insurance products. Sterling Legacy Advisors Inc. is a New Jersey-based investment adviser providing portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm uses an individualized approach incorporating fundamental and technical analysis, modern portfolio theory, option strategies, and may manage accounts on a discretionary basis.

Justin Esposito is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Bodnar Financial Advisors, Cambridge Investment Research Advisors, and Quasar Distributors. He provides financial planning and consulting services through Bodnar Financial Advisors, an independent investment firm. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering advisory and brokerage services supported by an in-house research team and a variety of investment delivery options.

Jason Armenti is a financial advisor with Commonwealth Financial Network and Duncan Financial Group, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with both firms since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management while allowing flexibility in portfolio construction.

Paul Ferguson is a financial advisor at Israel's Ferguson Asset Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with the firm since 2009 and is also retired from prior roles. Israel's Ferguson Asset Advisors LLC provides investment management, portfolio review, and financial consulting services to individuals, trusts, retirement plans, nonprofits, and businesses. The firm employs a long-term investment approach focused on capital preservation and tailored asset allocation, managing approximately $19 million in discretionary assets across about 108 client relationships.

William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and JP Morgan Securities. 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 focuses on a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.

Stacy Goldsmith is a financial advisor at RPM Capital Management, LLC with 38 years of industry experience. She held a position at Herbert J Sims from 2012 to 2024 before joining RPM Capital Management in 2025. Goldsmith holds Series 63 and Series 66 designations. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selected dividend-paying equities. The firm primarily serves individual clients, their affiliated trusts, foundations, and family offices, emphasizing municipal bond origination, underwriting, and ongoing monitoring.

Peter May is a CFP® and Series 63-registered financial advisor with HFH Planning Inc. in New York, NY, where he has worked since 2015. He has four years of industry experience. Outside of his advisory role, he is a member of Calliope 2022, LLC, an art gallery in Brooklyn, where he handles accounting and administrative duties. HFH Planning provides fee-only financial planning and investment supervisory services primarily to individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a mix of active funds and passive ETFs, global diversification, and mostly non-discretionary management.

Timothy Healy is a financial advisor at The Healy Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Healy Group since 2009. The firm provides individualized portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The Healy Group uses a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing, managing approximately $17.7 million in discretionary assets as of the end of 2024.

Michael Picardi is a financial advisor at Freedom Investments, Corp. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Sanford C. Bernstein & Co., LLC and Dalmore Group LLC. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements such as fund structuring, capital formation, and investment technology development.

Fuqi Chen is a financial advisor at Taurus Financial in Jersey City, NJ, holding a Series 66 designation with three years of industry experience. Prior to joining Taurus Financial, Chen was affiliated with LPL Financial LLC and Angel Light Capital. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $162 million across about 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, and modern portfolio analysis to guide investment decisions.

Jason Kurz is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years, followed by Cadaret, Grant & Co., Inc. for two years, and has been with LPL Financial since 2025. Kurz manages a limited side business that supports transitioning client assets to LPL Financial. Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities. The firm employs strategies using mutual funds and ETFs, generally delivers discretionary services tailored to clients’ risk tolerance and tax situations, and maintains a cautious view of active management.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.

Daniel Ziment is a financial advisor at Ziment Financial Advisors, Inc. with six years of industry experience. He previously worked at Morgan Stanley and Goldman Sachs and has held roles at The Wharton School and Evolent Health. He holds Series 65 and Series 63 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market and idiosyncratic risk, offering tailored asset allocations across various asset classes.

John Luedke is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State from 2011 to 2023. Outside of his advisory role, he also works as a consultant for Mantis Innovation. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals and related entities, focusing on equity securities. The firm uses a combination of fundamental analysis and daily technical reviews to tailor investment programs to clients’ objectives and risk tolerances, and it employs performance-based compensation for qualified clients.

Lorne Bycoff is a financial advisor at The Bycoff Group LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Triad Hybrid Solutions, Bank of America, N.A., and Merrill. Outside of his advisory work, he serves on the Duke Young Alumni Development Council and assists with grant processes for Men of Reform Judaism. The Bycoff Group LLC provides discretionary investment advisory services primarily to high net worth individuals, families, trusts, estates, business owners, and institutions. The firm employs an equity-focused, growth-oriented investment approach with concentrated allocations and offers consulting, third-party manager evaluations, and multiple portfolio strategies, including tools such as options, margin, and short sales to achieve client objectives.

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.

Yvonne Kiely is a financial advisor at Kiely Capital Management, Inc. with 22 years of industry experience. She has been with Kiely Capital Management since 1995 and is also associated with Bernard M. Kiely, CPA. Kiely Capital Management serves individual clients, including high-net-worth individuals and trusts, providing financial planning, discretionary portfolio management, and asset allocation guidance. The firm manages diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, and integrates tax-preparation and income-tax planning services through its affiliation with an active CPA practice.