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 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Acorn Capital Partners since 2013. Outside of his advisory role, he is CEO and director of Cell Call, LLC, a smartphone app development company. Acorn Capital Partners provides discretionary and non-discretionary portfolio management to individuals, investment companies, charitable organizations, corporations, and other entities, including higher-net-worth and accredited investors. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods, using both long- and short-term strategies and derivatives when suitable.

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.

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.

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.

Jonathan Lifschutz is a CFP® with 40 years of industry experience. He is a principal at American Wealth Administration Group LLC, where he has worked since 2016, and also has a background with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance sales related to investments. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a focus on capital preservation and utilizes a tactical overlay in portfolio construction, avoiding the use of options, margin, private equity, and cryptocurrencies.

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.

Ronald Robins is a financial advisor at Beacon Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2000. Outside of his advisory role, Robins is a licensed insurance agent and serves as president of Family Stewards Inc., a business related to his investment activities. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management through a multi-step planning process and employs a mix of active and passive strategies, including its own wrap fee program.

Kiran Kumar Devarapalli is a CFA® charterholder with 11 years of industry experience. He is currently with Ciro Capital LLC, where he serves as Founder and CEO, and previously worked at Morgan Stanley Private Wealth Management and LPL Financial LLC. In addition to his advisory role, he founded Ciro Insurance Solutions, LLC, which provides tailored non-variable life insurance and annuity products. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with a focus on asset allocation and manager oversight.

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.