Michael Cohn is a financial advisor at Atlantis Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Atlantis Asset Management since 2005. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, and is notable for employing derivatives to reduce volatility within separately managed accounts.

Robert Hopcroft is a financial advisor at Basic Capital Advisors LLC with Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cohen & Steers, Armada ETF Advisors, and Stony Point Wealth Management Inc. Outside of finance, his work history also includes experience in local market and retail businesses. Basic Capital Advisors LLC provides ERISA-focused advisory and investment management services to employer-sponsored retirement plans and their plan sponsors, trustees, and investment committees. The firm emphasizes long-term, low-fee passive management using institutional-class index funds and ETFs, focusing on diversification, cost minimization, and routine monitoring against investment policy statement benchmarks.

John Paniagua is a Series 65 licensed financial advisor with three years of industry experience, currently serving at Prosus Wealth Management in New York, NY. His prior roles include positions at KKR Private Equity and ICE NYSE. Prosus Wealth Management is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm uses written investment policies and strategic asset allocations based on Modern Portfolio Theory, often applying a core-and-satellite approach with regular rebalancing and may allocate assets to third-party managers.

Jason Dos Santos is a financial advisor at Milagre Wealth Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include work at the Virtual Civilization Initiative and Marist College. Milagre Wealth Management offers fee-based investment management and financial planning services to individuals, trusts, and estates. The firm employs a range of analytical methods and trading strategies, tailoring portfolios based on client risk profiles while managing a large client base from multiple offices.

Robert Schetty is a CFP® with four years of industry experience, currently serving as a financial advisor at Castfirm Advisors LLC. Before joining Castfirm, he worked at Raymond James & Associates Inc. and JP Morgan Chase Bank, N.A. He holds a Series 66 license. Castfirm Advisors LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on equity ETFs and applying modern portfolio theory to develop policy-driven portfolios under a fiduciary standard.

Peter D'agati is a CFA® charterholder with 18 years of industry experience. He has been with Stembrook Asset Management, LLC since 2007, where he serves as one of two advisors. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, with both long- and short-term trading strategies, including the active use of derivatives and allocations to digital assets when appropriate.

Brett Golden is a financial advisor at Trowbridge Capital Partners LLC with four years of industry experience. He holds a Series 63 designation and has been with Trowbridge Capital Partners since 2018. In addition to his advisory role, he is the founder of The Chart Lab, a company that provides software solutions for portfolio management and quantitative investment research through monthly subscriptions. Trowbridge Capital Partners is a single-advisor independent firm offering portfolio management and model-driven strategies primarily for high-net-worth individuals, pension and profit-sharing plans, corporations, insurance companies, and other investment advisers. The firm employs a quantitative investment process focused on mid- to large-cap U.S. equities within an All Weather framework, and it also serves as a subadviser and model provider to third-party platforms.

Gary Reetz is a financial advisor at One Oak Capital Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at One Oak since 2020. Prior to that, he spent 17 years at Regis Advisors and has been affiliated with Fox Chase Capital Partners since 2000. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolios, utilizing multiple fund structures and third-party manager allocations.

Andrew Cosgrove is a CFA® charterholder with 18 years of experience in financial advising. He has been with Bluestone Financial Advisors, LLC since 2007 and is also associated with Bluestone Life Insurance Company. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management through project-based or ongoing retainer arrangements, with a focus on long-term strategy and complex asset advisory.

Thomas Horan is a financial advisor at Acorn Capital Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Acorn Capital Partners since 2013. Outside of his advisory role, he serves as CEO, director, and shareholder of Cell Call, LLC, a smartphone app development company. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, institutional entities, charitable organizations, and corporations. The firm employs a combination of fundamental and technical methods, including market-timing strategies, and manages portfolios with a focus on small and micro-cap equities, utilizing various techniques such as derivatives and options where appropriate.

Amy Marchitello is a financial advisor with S Squared Retirement Solutions LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at OsaiC Wealth, American Portfolios Advisor's Inc., and PRUCO Securities LLC. She is also involved in financial wellness education, providing these services to companies in New York. S Squared Retirement Solutions LLC serves individual clients, including high-net-worth households, charities, and business entities, offering financial planning, discretionary portfolio management, and third-party adviser recommendations. The firm employs fundamental analysis to build individualized asset allocations and manages accounts on a discretionary basis with regular reviews.

Seiichi Shinomiya is a financial advisor at Dorado Wealth Management LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Western International Securities, Inc. and Citigroup Global Markets Inc. since 2016. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds, financial institutions, and charitable organizations. The firm emphasizes a predominantly non-discretionary asset management approach and frequently utilizes third-party investment managers on the Schwab platform.

Robert Groesbeck is a CFA® charterholder and principal at Groesbeck Investment Management Corp, where he has worked for over 33 years. He has 12 years of industry experience and is based in Glen Rock, NJ. Groesbeck Investment Management Corp provides discretionary equity portfolio management to institutional and individual clients, employing a bottom-up investment process with focused dividend growth and earnings growth strategies. The firm manages concentrated portfolios with disciplined valuation criteria and participates in third-party wrap programs as a sponsored portfolio manager.

Fernando Garip is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Clearbrook Investment Solutions LLC since 2019 and previously held positions at Wilmington Trust and M&T Securities from 2013 to 2019. 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 operates as part of an affiliated group advising substantially larger assets.

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.

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.

Nathaniel Ralston is a financial advisor at Shearman, Ralston Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shearman, Ralston Inc. since 2012. Shearman, Ralston Inc. provides portfolio management and investment advice to individuals, including high-net-worth clients, and trusts. The firm employs a variety of strategies tailored to client objectives, using fundamental, technical, and charting analysis, with an emphasis on non-discretionary management and option-related strategies.

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.