Kuen Chan is a financial advisor at Leeb Capital Management, Inc. in New York, NY, holding a Series 65 credential with 7 years of industry experience. He has been with Leeb Capital Management since 2008. Outside of his advisory role, Chan works as a contractor editor writing general investment articles for Capitol Information Group. Leeb Capital Management provides investment supervisory and portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million across about 60 accounts. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental security selection across several core strategies, and its principals actively publish a paid newsletter related to market insights.

Michael Tripicchio is a Series 65 licensed financial advisor with Total Alignment Wealth Advisors, LLC, where he has worked since 2022. He has three years of industry experience and has held prior roles at ShopRite, Rowan University, Pure Energy Hair Studio, and educational institutions. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, offering comprehensive financial planning and family office services. The firm focuses on planning and oversight, coordinating with outside portfolio managers while clients retain custody and implementation responsibility.

Andrew Wang is a financial advisor at Runnymede Capital Management Inc with 20 years of industry experience. He has been with Runnymede Capital Management since 1998. Runnymede Capital Management provides discretionary investment management, retirement plan consulting, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios primarily from individual equities, bonds, and ETFs, operating on a fee-only, asset-based model.

Henry Strudwick is a Series 65-credentialed advisor at Hudson House Capital Incorporated with one year of experience. He has prior associations with Accredo Financial Services Ltd. and Albemarle & Company Ltd., where he has worked for eight and twelve years respectively. Hudson House Capital Incorporated is a fee-only registered investment adviser that provides discretionary investment management and comprehensive wealth planning services to individuals, charitable organizations, and businesses. The firm uses a combination of passive and active investment approaches with an emphasis on asset allocation and manager selection, serving a diverse client base including non-high-net-worth individuals.

Sarah Kovalakides is a financial advisor at Tepp Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Tepp Wealth Management, she worked at Jaffe Communications and had periods of unemployment. Tepp Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans and corporate clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $146 million in assets using firm-developed model portfolios and various investment strategies.

Maximillian Alden is a financial advisor at Vanquour LLC with one year of industry experience. Prior to joining Vanquour, he worked for Alden Advanced Technologies for five years and at Holderness School for four years. He holds Series 65 and Series 63 licenses. 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 uses a combination of fundamental and technical analysis to construct customized, primarily long-term portfolios while allowing for tactical adjustments and ongoing due diligence.

Kuldeepak Acharya is a financial advisor at Anchín Wealth Management LLC in New York, NY, holding a Series 66 designation with 19 years of industry experience. He has worked at Anchín Wealth Management since 2015 and has been associated with related entities including AnchIn Capital LLC and the CPA firm Anchin, Block & Anchin since 1993. Outside of his advisory role, he is involved with Anchin, Block & Anchin LLP, a CPA firm operating in New York. Anchín Wealth Management serves high net worth individuals, providing advisory services primarily through referrals to third-party money managers. The firm focuses on evaluating and recommending select managers while facilitating communication between clients and those managers.

Melissa Rosenfeld is a financial advisor at Lisch Investment Management LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Leigh Baldwin & Co., LLC and Securities Service Network, Inc. Rosenfeld is also a certified public accountant with significant involvement in an affiliated accounting and tax services firm. Lisch Investment Management LLC is a fee-only adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth, managing diversified portfolios on a discretionary basis with regular reviews and adjustments.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at NM Advisors and Acuris, as well as academic appointments at Clark University and NMIMS University. Portus Wealth Advisors provides discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection for individuals, high net worth clients, charitable organizations, and other businesses. The firm also advises a private pooled vehicle and offers access to less-liquid investments, integrating multiple custodial platforms in its service model.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kensington Capital Corp since 2018 prior to joining 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 uses client financial information and risk profiles to tailor portfolios and employs both technical and fundamental analysis across various investment strategies.

Jonathan Bergman is a CFP® professional with one year of experience at Collaborative Capital Advisors LLC. He previously worked for 13 years at TAG Associates. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities, employing a combination of fundamental, modern portfolio theory, and quantitative analysis to construct tailored investment portfolios.

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.

Thomas Daniel is a financial advisor at J.H. Darbie & Co., Inc. with 31 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been with Kenneth Jerome & Co., Inc. since 2003. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, conducting account reviews at least quarterly.

Jacob Chen is a financial advisor at Vanquour LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Brighton Securities and PneumaTek LLC, and spent nearly two decades at New York University. Outside of finance, he rents units of his residence to tenants. 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 uses a combination of fundamental and technical analysis to build long-term portfolios with tactical flexibility and maintains ongoing due diligence on independent managers.

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.

Alan Augulis is a financial advisor at Augulis Financial Firm, L.L.C. with 21 years of industry experience. He holds a Series 65 designation and has held ownership roles at Augulis Law Firm since 2000 and as a sole proprietor since 1999. In addition to his advisory work, he provides insurance reviews for legal clients and practices trust and estate law. Augulis Financial Firm offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-driven investment approach, integrates legal and insurance services, and provides educational seminars and comprehensive financial plans.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 22 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $59.4 million in client assets. The firm combines fundamental analysis with CPA expertise to support tax-sensitive, long-term investment strategies while also offering accounting services 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 Krim is a financial advisor with Claris Advisors, LLC, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Kestra Advisory Services and Kestra Investment Services since 2016 and has been associated with Claris Advisors and Krim Advisors since 2012. Outside of advisory services, Krim is involved in the insurance business, including a role as president of Insurance Portal.AI. Claris Advisors, LLC provides consultative financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers written, modular financial plans focused on areas such as estate and asset protection, business succession, retirement planning, insurance, and employee benefits, operating under a planning-only, fixed-fee model without discretionary asset management.

Jordan Szekely is a financial advisor at Cherrydale Wealth Management, LLC in Montclair, NJ, with 11 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Cherrydale Wealth Management since 2014. Cherrydale Wealth Management is an SEC-registered advisory firm that provides comprehensive wealth management and discretionary portfolio management to individuals, families, and high-net-worth clients. The firm uses a consultative, long-term, market-based investment approach with customized strategic asset allocations, primarily using ETFs and no-load institutional mutual funds.