Maximillian Alden is an advisor at Vanquour LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Vanquour, he worked at Alden Advanced Technologies for five years and at Holderness School for four years. 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 builds customized portfolios using a range of investment vehicles and combines fundamental and technical analysis with ongoing manager due diligence.

Melissa Rosenfeld is a financial advisor with Lisch Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with several related entities including Leigh Baldwin & Co., LLC, Hudson River Investment Group, and Lisch & Lisch LLC. Outside of advising, Rosenfeld is involved with a certified public accounting firm that provides accounting and tax services. Lisch Investment Management LLC is a fee-only adviser offering personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth using diversified portfolios and manages approximately $62.7 million across about 100 accounts.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 designation and four years of industry experience. She has been with Portus Wealth Advisors since 2021 and previously worked at Clark University and NM Advisors. Portus Wealth Advisors provides portfolio management and financial planning services to individuals, corporations, charitable organizations, and real estate vehicles. The firm employs both firm-developed and third-party model portfolios, offering discretionary and non-discretionary management while integrating multiple platforms and providing access to private placements and less common investment opportunities.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC in Brooklyn, NY, holding Series 65 and Series 63 credentials with 17 years of industry experience. He has worked at Kensington Capital Corp since 2018 and joined Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, businesses, and charitable organizations. The firm tailors portfolios based on client financial information and risk profiles and uses both technical and fundamental analysis across varied investment strategies.

Joan Yasolsky is a financial advisor at Tuttle Financial Services, Ltd. with over 20 years at the firm and four years of industry experience. She holds the CFA® designation and Series 63 license. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm conducts global reviews of client holdings across various asset types and focuses on tax efficiency, diversification, and investment costs without managing client assets directly.

William Reik, Jr. is a financial advisor at Reik & Co., LLC with 4 years of industry experience. He has been with Reik & Co. since 2006. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for 57 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap securities.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 23 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky, LLC provides discretionary portfolio management to a range of clients, including individuals, pension plans, trusts, and charitable organizations, managing approximately $59.4 million in assets. The firm emphasizes fundamental analysis and tax-sensitive, long-term investment strategies, and also operates as a certified public accounting practice.

Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2018, he worked briefly at Eureka Capital Partners LLC and The Glenmede Trust Company, and has experience in technology consulting through an independent consulting business focused on software and technology for small-to-medium sized businesses. Domani Advisors provides discretionary investment management and consolidated reporting services primarily to individuals, high-net-worth clients, trusts, foundations, and small businesses, using a family-office style approach with a range of investment strategies including derivatives and option strategies.

Scott Larson is a CFP® with four years of industry experience, currently serving as the sole advisor at Fiduciary Pension Partners, LLC. His prior experience includes roles at UBS Financial Services and Lincoln Financial Distributors. Fiduciary Pension Partners provides discretionary portfolio management and pension consulting services to individual clients, including high-net-worth individuals, as well as retirement plan sponsors. The firm employs a diverse range of investment analysis methods and manages both client assets and pension-plan consulting relationships.

Lukas De Witt is a financial advisor with Elevate Planners, holding a Series 65 designation and five years of industry experience. Before joining Elevate Planners, he spent four years at Proxy Wealth Advisors LLC. Outside of his advisory work, he is a licensed real estate salesperson assisting clients with home purchases and sales through Mont Sky Real Estate. Elevate Planners is an independent, SEC-registered firm offering comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm combines active management with Modern Portfolio Theory-based allocation and provides a wrap fee program, pension consulting, and retirement plan services under ERISA arrangements.

Elizabeth Miller is a CFP®, CFA®, and Series 65-licensed financial advisor with 29 years of industry experience. She has been with Summit Place Financial Advisors, LLC since 2008, working as part of a four-advisor team based in New York, NY. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis across equity and fixed-income securities, mutual funds, and ETFs, and operates through multiple offices with approximately $256 million in discretionary assets under management.

Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He has previously worked at KDM Capital, Saxony Securities, Wunderlich Securities, Inc., and Dominick & Dickerman LLC. IKE Capital provides discretionary and non-discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build diversified, risk-appropriate portfolios primarily focused on large-cap equities, along with fixed income, REITs, ETFs, and private investments.

Kara Cooke is a financial advisor at Mary & Pip with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online, app-based advisory program, using proprietary algorithms to generate ETF-based portfolio recommendations and manage accounts on a discretionary basis.

Mary Nader is a Series 66-registered financial advisor with Mary & Pip in New York, NY, bringing three years of industry experience. She previously worked at Deutsche Bank Securities and Deutsche Bank Trust Company Americas from 2020 to 2025. Outside of financial advising, she manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships, and has modeling representation through Ford Models. Mary & Pip provides discretionary, ETF-based portfolio management through an online, app-based platform. The firm serves individual retail investors and families with algorithm-driven investment advice, emphasizing strategic asset allocation, long-term holdings, and periodic rebalancing.

Yosef Stilerman is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has been involved in real estate investment management through multiple entities, including YZ Builders LLC and Sayaset Capital Financing LLC, where he serves as manager. Creative Capital provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios based on client objectives and utilizes various investment strategies, including equities, options, and real-estate partnership interests.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor since 2003, alongside his role at Stratacore since 2014. Desalvo is also licensed to sell insurance products, an activity to which he devotes a small portion of his time. Stratacore Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, managing approximately $97 million in assets. The firm combines fundamental, technical, and cyclical analysis in its investment approach, providing both discretionary and non-discretionary asset management and ERISA plan advisory services.

Natalie Munn is a financial advisor at Lancaster with a Series 66 designation and three years of industry experience. Her prior work includes roles at Hightower Advisors and Northwest Bank, as well as earlier positions at the University of Pittsburgh and Callahan Ice Arena. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic, quantitative approach combining artificial intelligence and algorithmic execution to pursue tax-exempt income with active trading.

Anthony Minko is a financial advisor with Minko Wealth in Brooklyn, NY, holding a Series 65 credential and five years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he offers legal advice and services to clients separately from his advisory role. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm employs fundamental analysis and modern portfolio theory to construct portfolios tailored to clients’ goals, risk tolerance, and time horizon, and offers access to alternative investments and third-party money managers.

John Callahan is a CFA® charterholder with 38 years of industry experience. He has been with Merrion Investment Management Co., LLC since 2012. Outside of his advisory role, he serves as Treasurer and Finance Committee Chairman of Baltusrol Golf Club and is a Trustee and Endowment Chair for the Scholarship Fund for Inner City Children, a nonprofit providing education scholarships. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets, serving individuals, family trusts, nonprofits, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and may use borrowing and derivatives in separately managed accounts to implement investment strategies.

Wylie Wang is a financial advisor at Astra Wealth Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Schupak Financial Advisors, HubSpot, Amazon, and the University of Virginia. 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 strategies, utilizing institutional funds, equities, bonds, and alternatives when appropriate.