Andrew Niemoeller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Collaborative Capital Advisors LLC with two years of industry experience. Prior to joining Collaborative Capital Advisors in 2025, he worked at Savant Wealth Management from 2023 to 2025. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, trusts, estates, and certain institutional clients. The firm uses a combination of fundamental, modern portfolio theory, and quantitative analysis to construct portfolios and may include strategies such as derivatives, margin, and private market investments, while also offering access to pooled investment vehicles and third-party managers.

Gary Du Boff is a CFP®-certified financial advisor at Sage Capital Management LLC with 16 years of industry experience. Prior to joining Sage in 2026, he worked at BDO USA LLP, Equitable Advisors, and MBAF. Sage Capital Management LLC is a registered investment adviser managing approximately $368.6 million for about 314 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting using a core-and-satellite strategic asset allocation that combines passive ETFs and active managers with a globally diversified approach.

Edmond Franco is the principal of Franco Financial Advisors, Inc. in New York, NY, with 4 years of industry experience. He has been involved in the financial services sector since 1992, serving as president of Franco Financial Group and engaged in insurance brokerage through Franco & Son, Inc. Franco Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management, retirement planning, and financial consulting, with a focus on tailored investment programs and strategic planning for clients with complex or business-related needs.

Charles Goldblum is a CFP® and CFA® with 21 years of industry experience. He has been with Hurley Capital Management, LLC since 2003. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment process, utilizing a range of securities and occasionally less liquid or specialty investment vehicles.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Joel Schreiber is a CFP® with 24 years of industry experience, currently serving as a financial planner at SFI Advisors, LLC since 2017. His prior experience includes over a decade with Kestra Investment Services, LLC and Kestra Advisory Services, Inc. He is also a part-time lecturer at Rutgers University, teaching economics, data analytics, labor institutions, and finance courses. Additionally, Schreiber serves as a trustee for a family irrevocable life insurance trust. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans, offering discretionary portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs tailored investment approaches such as modern portfolio theory and long-term purchase strategies while providing a range of investment advice across equities, bonds, mutual funds, ETFs, and other securities.

Caleb Howard is a financial advisor at Weigelfam with a Series 65 credential and seven years of industry experience. He has worked at Legacy Wealth Management since 2019 and currently owns and operates ATPP, LLC, a video production services business. Caleb combines advisory roles with his entrepreneurial activities in video production. Weigel Fiduciary Asset Management offers wealth management, discretionary and nondiscretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs proprietary models and a “6 Sleeves” diversification approach, with investment decisions driven by fundamental and cyclical analysis and a generally long-term orientation.

Michael Schupak is a CFP® and Series 65 credentialed advisor at Astra Wealth Partners with 11 years of industry experience. He has served as managing member, chief compliance officer, and investment adviser representative at both Astra Wealth Partners and Schupak Financial Advisors, LLC. He is based in Jersey City, NJ. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active management techniques and is notable for managing a private pooled vehicle that utilizes ETFs, options, and equities.

Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

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.

Michael Dunne is a CFP® professional with eight years of experience, currently serving as an advisor at Cereus Financial Advisors, LLC since 2018. He is the treasurer of the Ramsey Democratic Club, where he manages the organization’s financial records and banking activities. Cereus Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a blend of passive quantitative models, selected external managers, and active tax management, supported by AI-driven research and portfolio analysis tools.

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 in 2026, he worked in the fitness industry, including roles at Barry's Bootcamp LLC and ONE PELOTON LLC. He is involved with Barry's Bootcamp LLC and Cadence Innovation Labs LLC in fitness-related capacities. IADVISE Partners provides investment advisory and asset allocation services to individuals, corporations, trusts, and charitable organizations, typically serving high-net-worth clients. The firm offers customized portfolio management and family office services with an investment approach that includes equities, fixed income, options, alternative investments, and the use of hedging and leveraging techniques where appropriate.

Richard Polo Sr. is a financial advisor with Retirement Wealth Management, LLC, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC from 2005 to 2020 and has maintained a separate public accounting and tax consulting practice, Polo Financial, since 2000. Polo Financial provides personal and corporate tax return preparation and consulting services. Retirement Wealth Management, LLC manages approximately $60.7 million for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamentally driven investment approach, utilizing a range of investment vehicles and strategies, and offers discretionary wealth management, financial planning, and insurance consulting.

Paul Reback is a CFP® professional with 15 years of industry experience. He is the principal of Capital Estate Advisors, Inc., where he has worked since 1993. In addition to his advisory work, he holds insurance agent licenses in several states and is appointed with various carriers. Capital Estate Advisors, Inc. provides discretionary investment supervisory services primarily to individual clients, high-net-worth individuals, trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with a generally long-term holding horizon and occasional option writing, offering both portfolio management and standalone financial planning services.

Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored financial planning.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.

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.

Daniel Veliz is a CFA® charterholder based in New York, NY, currently with Franco Financial Advisors, Inc. He has been working in financial advisory and consulting roles since 2019, including time at Franco Financial Group, Inc. Veliz spends a portion of his time providing corporate and personal financial consulting through Franco Financial Group, Inc. Franco Financial Advisors, Inc. serves individuals, high net worth clients, trusts, estates, and businesses, typically with relationships starting at $1 million. The firm manages approximately $72 million in assets and offers customized portfolios using various securities while integrating investment banking and corporate finance services through its parent company.

Most people come to me at a similar point in life: income has jumped, life has gotten complicated faster than anyone prepared them for, and they have no time to sort it out. That's where I come in. I'm a CFP® professional and financial advisor with Firebrand Wealth Management, a women-owned fee-only fiduciary RIA. Our firm serves women, their families & allies, along with people that our industry has traditionally overlooked. That's the work I care about. I'm also a first-generation professional, and many of the people I work with are building wealth without a foundation. That includes LGBTQ+ households. I mentor first-generation business students at Rutgers for the same reason. My clients typically fall under two buckets: - Physicians, from residency training through pre-retirement. Residents and fellows moving into attending roles, mid-career doctors weighing partnership decisions (e.g., private practice, private equity-backed, or non-profit), and attendings planning for their next step. Student loans and PSLF, contract review, retirement plans, estate planning, and asset protection. - Early-career professionals in tech, marketing, law, and consulting whose pay is complicated and who are making these calls for the first time. Equity compensation like RSUs and ISOs, tax planning, cash flow, and an investment strategy you can stick with.

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.