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.

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.

Allon Harris is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Leumi Investment Services Inc. for eight years before joining Valley Financial Management and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach is based on client profiles and offers six target portfolios that are automatically managed and periodically rebalanced.

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.

Jared Friedman is a CFP® professional with over 21 years of experience in financial advisory services. He has worked at IFS Securities, Inc. and IFS Advisory, LLC, and has been with Redwood Financial Planning, LLC since 2010, where he currently serves as President. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Redwood Financial Planning, LLC manages approximately $213 million for individual, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management, third-party asset manager selection, and financial planning, using a combination of fundamental analysis and tactical overlay strategies.

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.

Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd in Red Hook, NY. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Jones has been with Third Eye Associates since 2005. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management when appropriate.

Robert Mazzocco is a financial advisor at LeClair Wealth Partners in New York, NY, holding Series 65 and Series 66 licenses. He has one year of industry experience and has held roles at GT Securities, LeClair Capital Partners, and Arch Cape Company, among others. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term approach to portfolio construction, complemented by shorter-term trading when appropriate, and integrates artificial intelligence tools to support research and back-office functions.

David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.

Robert Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. In addition to his advisory role, Mastrandrea owns a CPA and tax consulting practice. East Coast Wealth Management serves individual and high-net-worth clients, as well as trusts and business entities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs portfolios using ETFs, mutual funds, individual securities, and third-party managers, applying a mix of fundamental and technical analysis with a long-term orientation.

Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a principal at Kahn Brothers Advisors LLC in New York, where he has worked since 2007. Kahn serves as a manager and analyst at several affiliated investment firms. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm uses a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, emphasizing downside protection and long-term investment horizons.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 19 years of industry experience. Prior to founding The Quick Group in 2025, Leslie spent ten years at Stifel, Nicolaus & Company, Incorporated. Leslie also serves as a registered representative for Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trusts or foundations. The firm emphasizes separate-account portfolio management with a combination of top-down and bottom-up investment processes, tax-aware strategies, and cost-conscious portfolio construction across a range of asset classes.

Jona Saraci is a financial advisor at Kineo Capital LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Aksia, and PwC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored strategies that integrate fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools. The firm manages multiple strategies including equity, derivatives, and risk management programs, and serves both separate accounts and pooled investment vehicles.

David Enciso is a Series 65-credentialed advisor at Financial Q Group LLC with experience at MetLife Investment Management, QQ Capital Fund, and Lockheed Martin. He has been with Financial Q Group since 2026. Financial Q Group LLC is a registered investment adviser serving high-net-worth individuals, trusts, family offices, and other entities. The firm employs a disciplined, systematic investment process combining fundamental, macroeconomic, and technical analysis, utilizing a range of instruments including derivatives, hedging, and short positions to tailor strategies across multiple time horizons.

Theodore Fiore is a financial advisor at Diversified Planning Strategies Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, Jones Lang Lasalle, Primerica, Keller Williams, and Citigroup Global Markets. Outside of his advisory work, he volunteers as a youth basketball coach at Saint Catherine of Siena School in Cedar Grove, NJ. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154.4 million in discretionary assets across about 364 client accounts and employs third-party model portfolios and a sub-adviser to implement client strategies while providing ongoing advice and supervision.

Kevin Gibney is a financial advisor at Kevin M. Gibney and Company, LLC with 24 years of industry experience. He holds a Series 66 designation and has led his firm since 2009. Gibney is also a licensed insurance producer in multiple states. Kevin M. Gibney and Company, LLC serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using a range of strategies including equity investments, option writing, and independent manager allocations.

Arber Jashari is a financial advisor at Passive Management LLC in New York, NY, holding a Series 65 credential and five years of industry experience. His work history includes roles at Passive Management LLC, Advisory Management, and TD Bank. Prior to his financial industry career, he worked nearly a decade at Angelina's Ristorante. Passive Management LLC serves individual clients, small businesses, trusts, estates, and retirement plans, managing approximately $22.3 million across about 109 clients. The firm employs a model-driven investment approach combining quantitative, fundamental, and technical analysis, with discretionary portfolio management that may include the use of leverage, derivatives, and alternative exposures such as crypto ETFs.

Amanda Spiteri is a financial advisor at Valley Financial Management, Inc. in New York, NY, with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Valley National Bank. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through an online, web- and mobile-based system. The firm uses automated model ETF portfolios tailored to client profiles and requires clients to maintain accounts with Valley National Bank.