Thomas Capola is a financial advisor with DGM Asset Management, L.L.C. in South Orange, New Jersey, holding Series 63 and Series 65 licenses with one year of industry experience. He is the founder of Rebel Goat Partners, LLC, established in 2024, which manages various residential and commercial real estate holdings for his family. Capola also founded DGM Asset Management in 1997 and remains involved in its operations. DGM Asset Management provides discretionary investment management and ongoing portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis alongside technical and cyclical methods and offers a range of strategies including long-term holdings, short-term trading, margin, option writing, and short sales.

John Lent is a CFA® charterholder with five years of industry experience. He has worked at Bourne Lent Asset Management, Inc. since 2006 and has a concurrent tenure at U.S. Trust Company dating back to 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm manages approximately $343.9 million across about 78 clients, emphasizing fundamental analysis and customized portfolio construction with a focus on individual equities and bonds, while also utilizing mutual funds and ETFs as needed.

Priya Malani is a financial advisor with Stash Wealth, LLC in New York, NY. She holds Series 65 and Series 66 licenses and has 10 years of industry experience, including prior work at Merrill from 2006 to 2008. Malani has been with Stash Wealth since 2012. Stash Wealth serves individual clients, particularly high-earning professionals, offering a multi-step financial planning process and optional ongoing investment management. The firm emphasizes passive asset allocation based on Modern Portfolio Theory, supplemented by active positions and tax-loss harvesting, and provides educational resources such as newsletters, podcasts, and public seminars.

Tamir Shabat is a financial advisor at VCP Financial LLC with 17 years of industry experience. He holds a Series 63 designation and has been with VCP Financial since 2013. Outside of his advisory role, Shabat is a co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, as well as Vessel Capital Management, LLC, where he is involved in client portfolio management for private funds. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts on both discretionary and non-discretionary bases.

Steven Fishman is a financial advisor at Mint Asset Management LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Savvy Investor LLC, a marketing consulting firm serving financial firms and newsletter publishers. Mint Asset Management provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm employs a mix of fundamental and technical analysis with predominantly rules-based, systematic models, and utilizes derivatives and borrowing strategies that are less common among similar firms.

Bonnie Gurry is a financial advisor at GreenPortfolio Inc. in New York, NY, holding a Series 65 credential with two years of industry experience. Her prior work includes roles at Pirque Ventures between 2017 and 2021. GreenPortfolio serves individual and high-net-worth clients by providing complimentary, web-based climate scoring of publicly traded securities and recommending third-party investment advisers through a software-driven platform. The firm operates exclusively online and emphasizes climate-related metrics rather than financial performance or direct asset management.

Yisha Wang is a CFP® and Series 66 credentialed advisor with nine years of industry experience. She currently works at Taurus Financial and has previously held positions at Goldman Sachs Group, Clearbrook Advisory Inc, and LPL Financial. Wang is a co-founder of Taurus Solution Inc, an accounting and tax preparation business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across about 90 client relationships. The firm uses fundamental, quantitative, and modern portfolio analysis to guide portfolio construction, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.

Maria Garyfallos is a financial advisor at Tepp Wealth Management with four years of industry experience and a Series 65 credential. She has been with Tepp Wealth Management since 2018 and previously worked at Pantagis Renaissance for 23 years. Tepp Wealth Management serves individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients, offering investment management and financial planning services. The firm focuses on diversified asset allocation with a combination of strategic and tactical investments and integrates tax planning through an affiliation with Tepp Accounting and Business Services, Inc.

John Papa is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management and has been involved with Advanced Planning Strategies, doing business as Diversified Planning Strategies, since 1988. Outside of advisory roles, he is president of 1st Tee Investment Group LLC, a commercial building owner and manager. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $98 million across three advisors and employs a model portfolio approach through third-party sub-advisers and multiple external model providers.

Thomas Moore is a CFA® charterholder with over 31 years of industry experience. He is currently with Clemensen Capital Company LLC, where he has worked since 2021, and has also been affiliated with Morgan Stanley Private Bank since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm emphasizes a customized investment process with continuous portfolio oversight and may use derivative instruments within separately managed accounts.

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, holding a Series 65 designation with three years of industry experience. He has also worked at Montclair State University since 2016. Outside of his advisory role, he is a partner and member of Realty Management Advisors, LLC and Sterling Adams, LLC, both property management and real estate ownership companies. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis across various asset classes and may allocate assets to unaffiliated independent managers while typically recommending Charles Schwab for custody and clearing.

Moses Silver is a financial advisor with Kensington Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Kensington Capital Corp. since 1994 and joined Kensington Wealth Management in 2025. Outside of his advisory role, Silver is involved as a board member with Beis Menachem, attending monthly meetings. Kensington Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, businesses, and charitable organizations, tailoring portfolios based on client risk profiles and utilizing both technical and fundamental analysis.

Bernard Schonfeld is a financial advisor at Schonfeld Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Co. among other roles. Bernard serves on the advisory boards of local community organizations, including Yeshiva & Beth Hamedrash Shaarei Yosher and Cong Yetev Lev 18 Avenue Building. Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting primarily to businesses and employee benefit plans. The firm utilizes third-party platforms like Betterment Advisor Solutions and AssetMark to implement diversified investment strategies and offers plan administration and trustee services alongside custom portfolio construction.

Michael Powsner is a CFP® and PFS™ with 12 years of industry experience. He has worked at Upstart Wealth Management, LLC since 2014 and was previously associated with Michael Powsner CPA d/b/a Powsner & Thomas CPA's and Michael Powsner, CPA. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and various implementation vehicles, including separately managed accounts and derivatives, and manages approximately $294 million across about 89 clients.

Anna Christakos is a financial advisor at Westfield Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has a longstanding career that includes ownership of Christakos & Co., PC, a CPA firm specializing in tax preparation, accounting, and bookkeeping since 1988. She is also active in real estate sales as an associate with Century 21. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm employs tailored asset allocations and a combination of fundamental, cyclical, and technical analysis, emphasizing long-term strategies while maintaining flexibility for short-term trading when appropriate.

Andrew Christakos is a financial advisor at Westfield Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Christakos Financial Group DBA Marketing and Christakos & Co., Pc, accounting and financial services firms, since 2010 and 2015 respectively. Westfield Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors asset allocations using a blend of fundamental, technical, cyclical, and charting analyses and offers services on both discretionary and non-discretionary bases.

Andrew Hart is a financial advisor at Next Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Next Capital since 2016. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including serving as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and ongoing monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments such as direct indexing and tax-managed long/short strategies.

Marjorie Netkin is a financial advisor with Woodstock Wealth Management, Inc. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior work includes roles at Woodstock Financial Group, Inc. and St Bernard Financial Services. She serves as president and majority owner of Edgewood Financial Group, which operates branch offices for her affiliated firms. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies, including a performance-based fee program benchmarked to the SPDR S&P 500 ETF.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.