Joseph Orlando is a financial advisor at VCP Financial LLC with 23 years of industry experience. He has held his current role since 2019 and previously worked at First Standard Financial Company from 2016 to 2019. Outside of his advisory work, he serves as president of Buy Long Enterprises, a corporation involved in maintaining financial records. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and businesses. The firm employs a range of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Michael Warszawski is a CFA® charterholder with eight years of industry experience, currently serving at CWM Partners, LLC since 2018. Prior to joining CWM Partners, he worked at Manchester Capital Management from 2014 to 2018. He is a Group Chair of TIGER 21, LLC, a membership network for high-net-worth individuals, where he facilitates peer group meetings focused on investing and family matters. Additionally, Warszawski serves on the advisory board of First National Realty Partners. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios across various asset classes and coordinates with third-party advisers while maintaining primary advisory relationships.

Cheskal Deutsch is a financial advisor at CSD Financial LLC with nine years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. Deutsch is also the sole member and CEO of Attentive Care Service Coordination LLC, a Medicaid service coordination business. CSD Financial LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by providing comprehensive financial planning, goal-based planning, and investment management. The firm offers customized financial roadmaps, portfolio management, and retirement plan consulting, utilizing both in-house and third-party model portfolios.

William Anderson is a Series 65-licensed financial advisor with Robert W. Colby Asset Management, Inc. in New York, NY. He has 16 years of industry experience and has been with the firm since 2009. Robert W. Colby Asset Management serves individual and high-net-worth clients with a limited offering of six actively managed portfolios and four allocations. The firm uses proprietary quantitative and technical methods, including a Relative Strength Method and a Systematic Trend Identification System, focusing primarily on ETFs and systematic ranking to guide security selection.

Robert Rabinowitz is a financial advisor with J.H. Darbie & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with J.H. Darbie since 1997 and also serves as CEO of Wolf A. Popper, Inc. and Trend Trader LLC. Outside of investment activities, Rabinowitz is involved in business accounting and consulting. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, and participates in third-party adviser programs.

Yan Sun is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Taurus Financial and has held roles at Credit Suisse Securities and LPL Financial. Outside of advisory work, he owns a business unrelated to investments in Jersey City and is involved with a tax preparation and accounting firm. Taurus Financial serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities with tailored portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and tools and offers specialized planning packages, including equity compensation advice for employees of tech firms and start-ups.

Eduardo Schwartz is a financial advisor at LifeCapital Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for eight years. Outside of his advisory role, he is a licensed insurance agent and dedicates part of his time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with the flexibility to include individual securities, alternatives, and digital assets.

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. Outside of his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm. Stratacore Capital Management provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, small businesses, and insurance-company clients. The firm customizes strategies based on clients’ objectives and risk tolerance, using fundamental, technical, and cyclical analysis to guide security selection and allocation.

Adam Spilka is the sole advisor at Huygens Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Huygens Capital since 2012. Huygens Capital provides discretionary portfolio management through separately managed accounts and a web-based robo-adviser platform for individuals, family offices, registered investment advisers, corporations, and fund clients. The firm employs a fully systematic, low-frequency investment approach using proprietary market-stress indicators and statistical analysis to adjust exposures across U.S. equities, Treasury ETFs, volatility-linked products, and Ethereum, with a focus on downside risk management.

Barbara Ann Dicostanzo is a CFP® professional with 34 years of industry experience. She is a member of Penbrook Management LLC, where she has worked since 2004, and also serves at Beech Hill Securities, Inc. since 2013. In addition to her advisory roles, she is a member of ANKAP LLC, a general partner of an investment partnership. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, focusing on portfolios concentrated in individual equities for capital appreciation, supplemented by bonds and other instruments, with investment strategies tailored to client objectives.

Keith Beverly is a CFP® and CFA® with 17 years of experience in financial advising. He is currently with Re Envision Wealth and has previously worked at Grid 202 Partners and Momentum Advisors, LLC. Beverly is also the managing member of Democratizing Capital LLC and Re-Envision Capital LLC, entities involved in investment activities. Re Envision Wealth serves individual, high-net-worth, and some institutional clients, providing financial planning, investment consultation, and wealth management with an emphasis on asset allocation, fundamental and cyclical analysis, and due diligence on private-market opportunities. The firm manages pooled investment vehicles and offers a Separately Managed Account strategy that incorporates ESG considerations based on satisfaction rankings by BIPOC women.

William Medley is a CFA® charterholder with 10 years of industry experience. He has worked at Fithian LLC since 2022 and previously held roles at MBSC Securities Corporation and BNY Mellon. Medley is based in New York, NY, and holds the Series 66 designation. Fithian LLC provides discretionary investment advisory services to institutional and sophisticated investors, including high-net-worth individuals, family offices, endowments, and foundations. The firm employs a global, long-only, concentrated equity strategy based on bottom-up research and detailed due diligence, managing separately managed accounts on a discretionary basis with tailored client guidelines.

Peter Thomann is a CFP® professional with four years of experience at Brave Eagle Wealth Management in New York, NY. He is also the president and owner of Thomann Tax, Inc., a tax preparation business he has operated since 2005. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing comprehensive wealth management, financial planning, and business and tax consulting. The firm combines active management and modern portfolio theory with tax-aware strategies and incorporates derivatives in portfolio implementation, alongside educational workshops and integrated services beyond standard investing.

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.

Florence Dupont is a CFP® professional with 29 years of industry experience. She has worked at Financial Decisions, LLC since 2016 and previously at Hornor, Townsend & Kent, Inc. for 16 years. Dupont also serves as an officer for two charitable foundations, New Dawn Foundation and Mentoring Tree Foundation. Financial Decisions, LLC provides discretionary and non-discretionary investment advisory services along with financial planning to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm manages a diverse asset base through a multi-office structure while maintaining a small advisor team.

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.

Sean Mc Cormack is a financial advisor at Cornbelt Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornbelt Financial since 2021. Outside of his advisory role, he is involved with SHFuse, Inc., a company specializing in data analytics. Cornbelt Financial serves individual clients and small service-based business owners, offering discretionary portfolio management, financial planning, tax preparation, and business services. The firm combines top-down and bottom-up analysis with various investment methods and emphasizes tax efficiency, regular risk analysis, and portfolio alignment with client goals.

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 with 19 years of industry experience, currently serving at 9D Capital LLC. He holds Series 63 and Series 65 licenses and has previously worked at firms including 5D Partners LLC, Crito Capital LLC, New Alchemy, Capital Trust and Associates LLC, and Capital Frontline LLC. Outside of his advisory role, he is a managing member and strategy consultant at Antimatter Capital LLC, a non-securities-related business. 9D Capital LLC provides investment management, wealth planning, and financial planning services to individuals, pension and profit-sharing plans, corporations, and other business entities. The firm manages client accounts on a discretionary basis using fundamental, technical, and cyclical analysis, with portfolios typically implemented through SEI Investments’ model and custodian services.