Joel Schreiber is a CFP® professional with 24 years of experience in the financial services industry. He has worked at SFI Advisors, LLC since 2006, with prior roles at Kestra Advisory Services, Inc. and NFP Securities, Inc. He also serves as a part-time lecturer at Rutgers University, teaching courses in economics, data analytics, labor institutions, and finance. SFI Advisors, LLC offers discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $173 million in discretionary assets and emphasizes tailored portfolios using diversification, long-term holdings, and ongoing monitoring aligned with client goals and risk tolerance.

Alexander Mac Knight is a financial advisor at Rimac with nine years of industry experience. His prior roles include positions at UBS AG, Upstart Network Inc., Mizuho Securities USA Inc., and Mizuho Bank Ltd. He holds Series 63, 65, and 66 licenses. Rimac Capital provides tailored investment management and financial planning to individuals, high-net-worth clients, and charitable organizations, managing approximately $7.6 million in client assets. The firm employs a variety of analytical approaches and trading strategies, typically seeking discretionary authority to implement client-specific investment plans.

Michael Schupak is a CFP® with 10 years of experience in financial advisory roles. He is currently with Astra Wealth Partners and has previously worked at Schupak Financial Advisors, LLC and Gilt Groupe Inc. He holds Series 65 registration and serves as Managing Member and Chief Compliance Officer at Astra Wealth Partners. Astra Wealth Partners provides wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques with attention to tax efficiency, and it operates a private pooled investment vehicle alongside sub‑advisory and affiliated tax services.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Edward Lee is a financial advisor with Generation Wealth Management in New York City, holding Series 63 and Series 65 licenses and 15 years of industry experience. He worked at Ameriprise Financial Services from 2013 to 2016 before co-founding Generation Wealth Management in 2016, where he also operates as a licensed insurance agent. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individuals, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers a mix of institutional-style retirement plan consulting, a wrap-fee program, and public seminars.

Jared Ziment is a financial advisor at Ziment Financial Advisors, Inc. in New York, NY, with nine years of industry experience. He previously worked at Morgan Stanley & Co LLC for eight years and at Cabrera Capital Markets for one year. Jared holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and standalone financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure, employing quantitative models and real-time market data in portfolio construction and hedging.

Our clients and community value us for both our personal approach as well as our background experience. Our clients are amazing but do not always have the time and energy to go it on their own. We help bridge family and business conversations, and align our clients paths with their intended priorities. We have backgrounds in institutional investments, and consulting financial advisors, but we are perpetually students as well as surrounding ourselves with amazing professional alliances to help support our clients and community in every way we can. Growing up, my parents were owners of a small business that did paving and excavation services. I was able to work summers and through college and miss operating equipment. Same time I saw many of their challenges through each stage of ownership. I love helping business owners and consultants bridge their investments and behavior in alignment with their prioritized goals and intent. Working at an institutional asset manager and broker dealer allowed me to spend countless hours with amazing financial professionals (advisors, portfolio managers, economists and strategists). There is alot to learn in good times, and even more to learn in challenging times. We try to bring a long term vision and healthy perspective to meetings where clients are the ones driving to their goals with the full support of our firm and every resource we have.

Austin Cagley is a financial advisor at IADVISE Partners with a Series 65 credential and one year of industry experience. Prior to joining IADVISE Partners, he held roles at Barry's Bootcamp LLC and Peloton, among others. Outside of advising, he is involved in fitness-related activities through Barry's Bootcamp LLC and Cadence Innovation Labs LLC. IADVISE Partners provides discretionary and non-discretionary investment management and family office services to high-net-worth individuals, corporations, trusts, and charitable organizations worldwide. The firm offers customized portfolio construction drawing on both third-party research and in-house due diligence, employing a variety of investment strategies including hedging, derivatives, and exposure to emerging markets.

Richard Polo is a financial advisor at Retirement Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Retirement Wealth Management in 2020, he worked for Cetera Investment Advisers LLC and Cetera Financial Specialists LLC from 2005 to 2020. Outside of his advisory role, he owns and operates Polo Financial, a tax and accounting consulting practice. Retirement Wealth Management, LLC is a small, supported registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach using a range of securities and occasionally derivatives, with discretionary portfolio management and financial planning services.

Paul Reback is a CFP® with 14 years of industry experience and has been with Capital Estate Advisors, Inc. since 1993. He holds a Series 63 license and is also a licensed insurance agent appointed with multiple carriers. Capital Estate Advisors provides discretionary investment supervisory services and customized financial planning primarily for high-net-worth individuals, related trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with multi-month to multi-year horizons and includes option writing and coordinated financial planning involving clients’ CPAs and attorneys.

Steven Abernathy is the owner of Abernathy Group II LLC and holds a Series 63 designation with 41 years of industry experience. He previously worked at Dinosaur Financial Group, LLC from 2017 to 2023 and has been involved with Abernathy Group II since 2009. Outside of advisory services, he owns a separate entity that acquires distressed real estate. Abernathy Group II LLC provides family office services and separately managed accounts to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a core-and-satellite investment approach using factor-based index ETFs combined with active management, and also offers pension consulting and services for employer-sponsored 401(k) plans.

Nadav Schwartz is a financial advisor at IDB Lido Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and UBS Financial Services. IDB Lido Wealth, LLC is an SEC-registered investment adviser providing investment management, financial planning, and family office services to a range of clients including high-net-worth individuals, pooled vehicles, institutional accounts, trusts, and charitable organizations. The firm employs an integrated wealth management approach using equities, fixed income, alternatives, and options-based strategies, and utilizes both affiliated and independent sub-advisers to implement client portfolios.

Daniel Veliz is a CFA® charterholder with four years of industry experience, currently serving at Franco Financial Advisors, Inc. He has also been associated with Franco Financial Group, Inc. since 2019, where he engages in financial analysis and consulting activities. Franco Financial Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary portfolio management and financial consulting tailored to complex or business-related needs. The firm combines fundamental, technical, and cyclical research to implement client-specific investment policies across a variety of asset classes.

Timothy Huynh is a CFP® professional with six years of industry experience. He is currently with Firebrand Wealth Management, LLC, where he has worked since 2024. His prior experience includes roles at Westfield Financial Planning and Harding Loevner LP. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm offers discretionary investment management and comprehensive financial planning, employing a passive portfolio construction approach guided by Modern Portfolio Theory and fundamental analysis.

Leslie Beck is a CFP® with 26 years of experience in financial advising, currently with Compass Wealth Management, LLC in Rutherford, NJ. She has held roles at Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and has also taught at William Paterson University and Bloomfield College. Outside of advising, she is a partner in 379 Associates LLC, a small business consulting and personal coaching firm. Compass Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, and special-needs planning. The firm emphasizes comprehensive written plans tailored to clients’ goals and does not directly manage client assets, instead facilitating implementation through affiliated registered advisers.

Robert Mazzocco is a financial advisor at LeClair Wealth Partners in New York, NY, holding Series 65 and Series 66 credentials. He has worked in the financial services industry since 2016, with experience at multiple firms including GT Securities, Inc. and LeClair Capital Partners, LLC. LeClair Wealth Partners manages over $360 million in client assets and offers personalized financial planning along with discretionary and non-discretionary investment management to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm’s investment approach is client-centered, primarily based on fundamental analysis and third-party research, with portfolios typically oriented toward long-term holdings but flexible to include a wide range of investment vehicles and strategies.

David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CitiGroup Global Markets Inc. and CitiBank. Since 2021, he has been with Blue Ox Capital Management, where he serves as one of two advisors. Blue Ox Capital Management provides advisory services primarily to high-net-worth individuals, focusing on asset allocation across a range of investment vehicles. The firm directs clients to third-party investment advisers and emphasizes manager selection and asset allocation without managing portfolios directly or taking custody of client assets.

Thomas Kahn is a CFA® charterholder with 56 years of industry experience. He has been a manager and analyst at Kahn Brothers Advisors LLC and related entities since 1978 and currently serves at Kahn Brothers Advisors LLC. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and institutional investors. The firm employs a modified Graham and Dodd value investing approach focused on bottom-up fundamental analysis to identify undervalued opportunities across market capitalizations, with typical holding periods of three to five years or longer.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 19 years of industry experience. Prior to founding The Quick Group in 2025, Leslie spent ten years at Stifel, Nicolaus & Company, Incorporated. Leslie also serves as a registered representative for Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trusts or foundations. The firm emphasizes separate-account portfolio management with a combination of top-down and bottom-up investment processes, tax-aware strategies, and cost-conscious portfolio construction across a range of asset classes.