Jeffrey Schuss is a financial advisor at Reik & Co., LLC with four years of industry experience. He has been with Reik & Co. since 2013, working as part of a four-advisor team based in New York, NY. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for around 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings through its Select Investor and Large Cap strategies.

Luciano Cuneo is the sole advisor at Legado Wealth Management LLC in New York, NY, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and Kovack International Wealth Management. In addition to his advisory work, he serves as president of LMC Alternative Business Capital, a commercial finance company. Legado Wealth Management is a single-advisor firm offering discretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a long-term, fundamental analysis approach and customizes portfolios that may include ETFs, alternative investments, or sub-advised positions, with continuous monitoring and annual reviews.

Desiree Fisher is a CFP® with four years of industry experience, currently serving at Wealth More Enterprise, Inc. She has held prior roles at firms including Capital Area Planning Group and Freeman Capital Advisors, LLC. In addition to her advisory work, Desiree owns Coell's Legacy, a consulting business specializing in estate and elder care planning for individuals and families. Wealth More Enterprise provides investment advisory and financial planning services through a mobile-first platform, offering discretionary portfolio management with algorithm-driven account monitoring and human advisor support. The firm serves individual clients with tiered advisory plans and combines proprietary risk scoring with model portfolio management overseen by an internal investment committee.

Willie Gholston is a CFA® charterholder with 12 years of experience in the financial industry. He is currently an advisor at Re Envision Wealth, where he has worked since 2023. Prior to that, he held positions at Money Script Wealth Management, PLLC, and First Citizens Asset Management. Re Envision Wealth serves individuals, families, and institutional clients, focusing on affluent and high-net-worth households seeking alignment between their values and investments. The firm offers financial planning, investment supervisory, and wealth management services with an emphasis on disciplined asset allocation and selective separately managed account strategies.

Francis Noonan is a financial advisor with Personal Financial Specialists, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously operated his own sole proprietorship under Personal Financial Specialists from 1999 to 2025. He also has extensive experience with Cadaret, Grant & Co., Inc., Bauman, Noonan and Associates, and American United Life Insurance Company. Personal Financial Specialists primarily serves retirement plans and plan participants, along with IRA and money-management clients, providing plan communication, administrative services, and investment advice tailored to participant needs. The firm’s investment approach is largely non-discretionary, focusing on mutual funds and ETFs selected from Charles Schwab’s no-transaction-fee lists and guided by a primary-market-trend framework, combining technical and fundamental analysis.

Wen Jie Lin Ham is a CFP® professional with four years of industry experience, currently serving at Brewster Financial Planning LLC. She has been with Brewster Financial Planning since 2008, working within a three-advisor team based in Brooklyn, NY. Brewster Financial Planning provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a fee-only, SEC-registered model, employing goal-based investment policies and primarily using passively managed index funds and ETFs for globally diversified portfolios.

Mariluz Nunez is a financial advisor at CWM Partners, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked for Manchester Capital Management LLC for 10 years before joining CWM Partners in 2022. 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 and conducts due diligence on sub-advisors, managing most client assets on a non-discretionary basis.

David Napach is the sole advisor at Pacific Strategic Management, LP in New York City, with 23 years of industry experience. He has been affiliated with Pacific Strategic Corp., Pacific Strategic Management, LP, Pacific Strategic Investors, LP, and Wolf Family Management Company since 2001. Pacific Strategic Management serves a small, concentrated client base including individual investors, trusts, partnerships, and family accounts through separately managed accounts and private pooled vehicles. The firm follows a long-term value compounding strategy focused on intensive due diligence and monitoring, with investment decision-making concentrated in a single principal.

Anna Bronstein is a financial advisor at Springreef LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Springreef since 2011, following three years at UBS Financial Services. Springreef LLC serves high net worth families and large nonprofit organizations by providing independent advisor evaluations, searches, and ongoing monitoring rather than managing client assets directly. The firm employs a documented due-diligence process and offers consultancy-style services compensated through hourly or fixed fees.

Brandon Tacconelli is a CFP® with one year of industry experience, currently serving as a financial advisor at Thinking Big Financial. Prior to joining Thinking Big Financial, he worked at TVM Paraplanning and held roles at Sunrun Solar and WegoWise. Thinking Big Financial provides holistic financial planning and discretionary investment management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes asset allocation and passive investing with index funds and ETFs, tailoring portfolios through client-specific investment policy statements and ongoing monitoring.

Maxwell Snyder is a financial advisor at Adalta Capital Management LLC with 5 years of industry experience. He has been with Adalta since 2017 and previously worked at Citco. Before entering the financial sector, he spent four years at Georgetown University. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies.

Zachary Brody is a CFP® and ChFC® with 13 years of experience in financial advisory. He is currently part of the team at Lumiere Financial and has previously worked at firms including Purshe Kaplan Sterling Investments and Northwestern Mutual. Brody is a member of Forbes Councils, a community for entrepreneurs and leaders. Lumiere Financial offers investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm provides customized portfolio management and financial planning, using both internal models and third-party managers, and includes advanced strategies such as derivatives and margin when appropriate.

Cheryl Werbeloff is a financial advisor at Kensington Financial Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. and National Wealth Management, LLC. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines discretionary and non-discretionary investment management with financial planning and consulting services, using a range of strategies and instruments while providing plan-level services and participant education for retirement plans.

Taiwei Chang is a financial advisor at Basalt Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has worked at China CITIC Bank International Limited, City Investment Solutions, and Shepherd Venture. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm combines fundamental and technical analysis to pursue long-term capital appreciation and uses options and derivatives as part of its strategies, providing services tailored to client objectives and constraints.

Andrew Niemoeller is a CFP® with three years of industry experience and is currently with Collaborative Capital Advisors LLC. He previously worked at Savant Wealth Management for two years and attended the University of Wisconsin - Madison. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities. The firm employs a combination of fundamental, modern portfolio theory, and quantitative analysis to construct portfolios, offering access to separately managed accounts, third-party managers, and pooled investment vehicles.

Gary Du Boff is a CFP® certificant working with Sage Capital Management LLC in New York, NY. He has 16 years of industry experience, including previous roles at BDO USA LLP, Equitable Advisors, and MBAF. Sage Capital Management serves a diverse client base, including high-net-worth individuals, trusts, retirement plans, corporate entities, and pooled investment vehicles. The firm employs a strategic asset allocation approach combining passive vehicles, ETFs, and active managers, and also acts as adviser and sponsor to a private real-estate pooled fund.

Dorota Pietryka is a financial advisor with Compass Private Wealth Group LLC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She previously worked at Merrill and J.P. Morgan Securities over a combined span of nine years. Dorota is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation of insurance recommendations. Compass Private Wealth Group LLC manages approximately $113 million for around 80 clients, including individuals, families, trusts, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios tailored to clients’ goals and risk tolerance.

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.

Peter Kunze is a financial advisor at Guardant Wealth Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Overbrook Management Corp. and J.P. Morgan Securities LLC, as well as a 16-year tenure with JPMorgan Chase Bank, N.A. Guardant Wealth Advisors provides discretionary and non-discretionary investment and wealth management services, family office advisory, and retirement plan advisory. The firm uses customized asset-allocation strategies, independent managers, and a variety of analytical methods, while also offering access to private and alternative investments through third-party platforms and affiliated private sponsors.