Anja Luesink is a CFP®-certified financial advisor with five years of industry experience. She has worked at Verdence Capital Advisors LLC since 2026 and was previously with Luesink Stenstrom Financial from 2014 to 2026. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, offering holistic financial life planning, financial transition planning, and wealth management. The firm uses an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies with diversified asset allocations and tax-aware considerations.

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

Eugene Skorodinsky is a CFP® professional with five years of industry experience, currently affiliated with Minerva Wealth Advisory in New York, NY. His work history includes roles at Baruch College, Luesink Stenstrom Financial, Borough of Manhattan Community College, and the Research Foundation CUNY. Eugene holds a Series 63 license. Minerva Wealth Advisory is a fee-only registered investment adviser serving individuals, couples, and families, including high-net-worth clients. The firm focuses on strategic asset allocation using ETFs, enhanced-index funds, and selected active managers, with a long-term, buy-and-hold investment approach combined with tax-aware strategies.

Tracy Nixon is a financial advisor at Tekmen Wells LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Tekmen Wells, Nixon has been affiliated with Goldman, Sachs & Co. since 1989. Tekmen Wells provides asset management and financial planning services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm primarily delivers portfolio management through a wrap-fee program using a diversified mix of investment vehicles and employs due diligence on third-party managers via the Envestnet platform.

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.

Julie Ford is a CFP® professional with 10 years of experience in financial advising, currently serving at Ford Financial Solutions, LLC since 2015. She occasionally acts as an expert witness in legal proceedings and serves on the U.S. Board of Directors for The Navigators, a nonprofit religious ministry, where she participates on the finance committee without compensation. Ford Financial Solutions serves individual clients, including both high-net-worth and non-HNW households, providing comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven strategy using low-cost index funds and third-party asset managers, and offers various engagement models such as retainer relationships, hourly planning, and educational programs.

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.

Asheem Asthana is a financial advisor at Tandem Capital Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Tandem Capital Management for 28 years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrates wealth planning into portfolio management.

Juan Lebrija is a financial advisor with LifeCapital Partners LLC in Westport, CT, holding a Series 66 designation and 25 years of industry experience. Prior to joining LifeCapital Partners in 2025, he spent 24 years at Equitable Advisors. Outside of advising, he serves as a board member of Penta Holdings, a petrochemical distribution and real estate company in Mexico, and is a licensed insurance agent. LifeCapital Partners is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and digital assets, and offers standalone financial planning on an hourly basis.

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.

Chi Tang is a Series 65-licensed financial advisor at Basalt Wealth Inc. with one year of industry experience. Prior to joining Basalt Wealth, Tang held roles at Albatross America Inc., Beaconfire Staffing Solutions Inc., PwC Strategy&, and McKinsey & Company. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm integrates fundamental and technical analysis with options and derivatives strategies, providing tailored services that include security ratings, educational seminars, and cross-border trading access.

Bruce Jensen is a financial advisor at Boyar Asset Management, Inc. with 36 years of industry experience. His prior roles include positions at Elevage Partners, Strategy Asset Managers, and Holly Street Wealth Advisors. He holds Series 63, Series 65, and Series 66 licenses. Boyar Asset Management provides discretionary and non-discretionary portfolio management for separately managed accounts and acts as adviser to private funds and a registered investment company. The firm serves individual, high-net-worth, and institutional clients with a fundamental, value-oriented investment approach characterized by concentrated positions and low portfolio turnover.

James Strugger is a financial advisor at Kineo Capital LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Predata Inc. and MKM Partners LLC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored separately managed accounts and sub-advisory services. The firm integrates fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools across multiple strategies, including equity, derivatives, and risk management approaches.

Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.

Pedro De Oliveira Fiuza is a CFA® charterholder based in Bronxville, NY, currently serving as the sole advisor at Ndure Global LLC. He has over nine years of industry experience, including prior work at Vinci Partners USA from 2014 to 2023. Ndure Global LLC provides investment advisory services to high-net-worth clients and institutions with at least $20 million in investable assets. The firm employs a top-down investment approach combined with bottoms-up analysis, focusing on liquidity, risk measurement, and cost efficiency across discretionary and non-discretionary mandates.

Ryan Berman is a financial advisor at Chesapeake Asset Management LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Chesapeake since 2022. His prior experience includes roles at Cherry Lane Capital LLC and Morgan Stanley. Chesapeake Asset Management is an SEC-registered investment adviser serving individuals, families, retirement accounts, corporations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, and it acts as investment manager and general partner for private pooled vehicles.

Brandt Sakakeeny is a financial advisor at Rockingstone Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rockingstone Advisors since 2009. Outside of his advisory role, he serves on the Board of Visitors at Wake Forest College and is a board member and treasurer of the executive committee at Bonnie Briar Country Club. Rockingstone Advisors provides discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the use of equities, fixed income, alternatives, and digital assets, distinguishing itself with advertised historical performance and a formal digital-asset custody program.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

Shannon Blanchard is a Series 65-registered financial advisor at Shamrock Financial Services with two years of industry experience. She has been with Shamrock Financial Services since 2018, with prior work including a role at WorldTeach in 2017 and experience in the hospitality sector from 2012 to 2016. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management focused on ETF-based model portfolios. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation, and offers educational seminars and wrap-fee program sponsorship, utilizing third-party sub-advisers for portfolio implementation and rebalancing.