Benjamin Kaufamn is a financial advisor at Vanquour LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Rochester University and the United Nations International School. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment vehicles and employs a combined fundamental and technical analysis approach focused on long-term portfolio building with tactical reallocations as needed.

Matthew Granizo is a financial advisor at Talisman Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2026 and previously worked at The College of New Jersey (TCNJ) for ten years. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis for about 141 clients, focusing on diversified, low-cost portfolios using a Modern Portfolio Theory framework with attention to tax minimization and behavioral finance.

Kean Amaral is a CFA® charterholder with 19 years of industry experience. He currently serves as the sole advisor at United Success Wealth Management and has held positions at Merrill Lynch and Fortis Capital Advisors. Outside of his advisory work, he owns and operates a marketing services firm and manages an Airbnb property. United Success LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies across multiple asset classes and integrates accounting, tax, and insurance services within its offering.

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.

John Bodnar is a financial advisor with Bodnar Financial Advisors, Inc. in Florham Park, NJ, holding the CFP® designation and a Series 63 license. He has 43 years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research advisors, Inc. Outside of advisory work, he has been involved in marketing services for NortonLifeLock. Bodnar Financial Advisors provides personalized financial planning and consulting to individuals, small-business pension and profit-sharing plans, and trusts. The firm emphasizes a structured planning process and ongoing support, focusing on advice without discretionary portfolio management or custody of client assets.

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.

James Marrocco is a CFP® and CFA® with seven years of industry experience. He has worked at Thinking Big Financial since 2017 and previously spent ten years at Zweig-DiMenna Associates. Thinking Big Financial provides holistic financial planning and discretionary investment management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes asset allocation and passive investing with index funds and ETFs, tailoring portfolios based on client-specific investment policy statements and conducting regular reviews to align with clients’ evolving goals.

Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes tailored portfolios and client authorization for trades within a non-discretionary investment approach.

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.

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.

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.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

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.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

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.

Stephen Brozak III is a financial advisor at WBB Securities, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WBB Securities and its predecessor firm since 2001. Outside of his advisory work, he is the sole owner of Brozak, DeJean & Associates, LLC, a non-investment related entity established for tax purposes. WBB Securities offers investment advisory and broker-dealer services to individual clients, pension plans, charitable organizations, corporations, and other advisers. The firm combines asset allocation and customized portfolio construction using fundamental, technical, and charting analysis, serving clients through discretionary or non-discretionary managed accounts.