Eleana Mclane is a financial advisor at Redwood Financial Planning, LLC with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Nationwide Investment Services Corporation. Redwood Financial Planning, LLC manages approximately $213 million across three advisors, providing portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs fundamental analysis combined with tactical overlay strategies and offers both discretionary and non-discretionary mandates, including due diligence and monitoring of recommended third-party asset managers.

Katherine Feeney is a CFP® and CFA® with over 10 years of industry experience. She has worked at Offit Capital for nine years before joining Summit Place Financial Advisors, LLC, where she is part of a four-advisor team. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $256 million in discretionary assets and uses a combination of fundamental, technical, and charting analysis across multiple asset types and trading approaches.

Daniel Sherman is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Lenox Advisors. Outside of his advisory role, Sherman serves as an ocean lifeguard. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, providing financial planning, discretionary investment management, and access to brokerage and insurance products. The firm serves individuals, retirement and profit-sharing plans, trusts, estates, charities, and business entities, emphasizing fundamental analysis and tailored manager selection.

Mikael Larsson is a financial advisor at StrataCore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. In addition to his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm, Sweden, dedicating approximately half of his time to that activity. StrataCore Capital Management, LLC manages around $97 million in client assets, serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach, offering both discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services.

Peter Thomann is a CFP® professional with five years of experience at Brave Eagle Wealth Management. He is also the President and owner of Thomann Tax, Inc., a tax preparation business he has operated since 2005. Thomann manages wealth and provides financial planning services from Brave Eagle’s New York office. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses with comprehensive wealth management, portfolio management, and business and tax consulting. The firm manages approximately $72 million across about 100 client relationships, using an investment approach that incorporates active management, modern portfolio theory, tax-aware allocation, and the use of derivatives in managed accounts.

Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. 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, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

Ryan Cole is a financial advisor with Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Integrity Advisory Partners since 2012 and has a longer tenure with affiliated entities including Integrity Financial Partners and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and provides insurance placement and business consulting through Liberty Mutual. Integrity Advisory Partners LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a mix of long-term, short-term, and trading strategies with an emphasis on client involvement, managing portfolios primarily on a non-discretionary basis.

Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.

Sam Hicham Alaoui is a financial advisor at 9D Capital LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including 5D Partners LLC, Crito Capital LLC, New Alchemy, Capital Trust and Associates LLC, and Capital Frontline LLC. He is also a managing member of Antimatter Capital LLC, where he serves as a strategy consultant in a non-securities-related capacity. 9D Capital serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and non-U.S. high-net-worth individuals. The firm provides financial planning, wealth and investment management, and family office and business consulting services, operating as a fiduciary with discretionary management across various asset classes including a selective allocation to digital assets.

Vincent Maffucci is a CFA® charterholder with 12 years of industry experience. He is currently with Cadia Private Client LLC and previously worked at Private Advisor Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maffucci is also a licensed insurance agent involved in insurance sales and implementation through Cadia Benefits LLC. Cadia Private Client LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $187 million in assets across about 123 client relationships, offering customized, primarily long-term portfolios that may include ETFs, mutual funds, stocks, bonds, options, alternative investments, and digital-asset ETFs.

Gregory Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. in Florham Park, NJ, holding a Series 65 designation with 11 years of industry experience. He has worked at East Coast Wealth Management since 2010. Outside of his advisory role, Mastrandrea is the owner of Procast Analytics, LLC, a New Jersey-based software development and IT consulting firm. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm combines in-house management with selected third-party managers, employing a long-term trading approach with periodic rebalancing and quarterly reviews.

Joseph Rodriguez is a financial advisor at Matriarch Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Loyola University Maryland. In addition to his advisory role, he serves as a business consultant for JALEX LLC. Matriarch Wealth Management is a small advisory firm serving individuals, trusts, retirement plans, and business entities. The firm employs a blend of fundamental and sector analysis with modern portfolio theory, offering both active and passive strategies across various asset classes while integrating platform and network relationships into its service model.

Michael Raimondi is a financial advisor with Clarus Group LLC in New York, NY, holding a Series 65 designation and four years of industry experience. Prior to joining Clarus Group in 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Raimondi is active in the arts and nonprofit sectors, serving on the board of a charitable organization, managing finances for a theater conglomerate, coordinating reservations for the Dramatists Guild Foundation, and teaching Arts & Entertainment Management as an adjunct professor. Clarus Group LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across 182 clients, employing a combination of fundamental and technical analysis to construct primarily long-term portfolios with flexibility for tax management and market opportunities.

Tyler Bowden is a financial advisor at Reik & Co., LLC with a Series 65 designation and two years of industry experience. He has been with Reik & Co. since 2014. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap stocks.

Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients, offering financial planning, consulting, and discretionary investment and wealth management services. The firm employs a goal-driven, asset-allocation investment approach using low-cost index ETFs complemented by active managers and sustainable/ESG options when requested.

Sam Keylock is a financial advisor at Constitution Investment Advisory and Portfolio Management with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Reebok and Accavallo & Company. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $225 million on a discretionary basis for about 130 clients and employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and other vehicles, including derivatives strategies such as covered options.

Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

James Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining First Light in 2018. Outside of his financial advisory role, Korzik is a licensed private marine captain. First Light Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and retirement plans. The firm manages approximately $116.3 million in client assets as of December 31, 2025, and serves a mix of individual investors and plan sponsors with a diversified investment approach tailored to clients’ risk tolerance and time horizon.

Louis Berger is a financial advisor at Washington Square Capital Management LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Washington Square Capital Management since 2009. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach focuses on fundamental value analysis supported by technical and macroeconomic factors, and it offers distinct strategies including Capital Core Fixed Income, Global Allocation, and Global Balanced.