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.

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 with LeClair Wealth Partners based in New York, NY. He holds Series 66 and Series 65 licenses and has been in the industry since 2026. His prior experience includes roles at GT Securities, Inc. and LeClair Capital Partners, LLC, among other firms. LeClair Wealth Partners provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio approach supported by artificial intelligence tools and invests across a broad range of instruments while offering a firm-branded wrap fee program.

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.

Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets from 2007 and other positions from 2016 to 2020 before joining Blue Ox in 2021. Blue Ox Capital Management provides advisory services to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm focuses on manager selection and due diligence without discretionary portfolio management or trading of client accounts.

Thomas Kahn is a CFA® charterholder with 56 years of industry experience. He has been a manager and analyst at Kahn Brothers Advisors LLC and related entities since 1978 and currently serves at Kahn Brothers Advisors LLC. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and institutional investors. The firm employs a modified Graham and Dodd value investing approach focused on bottom-up fundamental analysis to identify undervalued opportunities across market capitalizations, with typical holding periods of three to five years or longer.

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 65 and Series 63 licenses and has prior experience at Morgan Stanley, Aksia, and PwC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, using a combination of fundamental, technical, quantitative, and qualitative analysis alongside artificial intelligence and machine learning tools. The firm manages multiple strategies, including equity and derivatives programs, and serves as a sub-adviser to private funds 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.

Francis Astorino is a CFP® with 42 years of industry experience, currently serving at The Astorino Financial Group, Inc., where he has worked since 1998. He also maintains a long-term association with LPL Financial beginning in 2003. Astorino is a notary public and has experience selling non-variable insurance products through outside companies. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory or portfolio management services but assists clients who choose to implement recommendations through LPL Financial or other providers.

Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Cetera Financial Specialists LLC and Prime Number Capital, LLC. In addition to his advisory work, Luo serves as an adjunct assistant professor teaching accounting courses at Baruch College. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting for individuals, employer-sponsored plans, and small businesses. The firm uses an asset-allocation approach based on modern portfolio theory and fundamental analysis, combining passive and active investments tailored to clients’ goals and risk tolerance.

Arber Jashari is a Series 65-licensed advisor at Passive Management LLC with five years of industry experience. His prior roles include positions at Advisory Management and TD Bank, as well as an extended period working at Angelina's Ristorante. Passive Management LLC offers discretionary portfolio management and retirement-plan consulting to individual and institutional clients, using a multi-faceted investment process that incorporates quantitative, fundamental, and technical analyses. The firm utilizes various strategies including borrowing, derivatives, and alternative instruments, serving a diverse client base with tailored financial services.

Tanya Frias is a CFP® with 24 years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. She has held advisory roles at multiple firms, including Freeman Capital and Massachusetts Mutual Life Insurance Company. Additionally, she is involved in financial education and advises on business and compliance strategy for fintech-related ventures Andwise and Quantitative Finance. Wealth More Enterprise provides investment advisory and financial planning services through a mobile-first platform, offering discretionary portfolio management via algorithm-driven model portfolios and tiered advisory plans. The firm integrates proprietary risk scoring with human advisor consultations and operates across six offices.

Amanda Spiteri is a financial advisor at Valley Financial Management, Inc. with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Northwestern Mutual Investment Services LLC and Louis Cannataro. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that provides discretionary portfolio management and automated implementation of model ETF portfolios. Clients engage electronically and fund accounts through Valley National Bank, with portfolios tailored and periodically rebalanced based on client profiles and market conditions.

Prathumna Reddy is a CFA® with 13 years of industry experience, currently serving at Percent Advisors LLC since 2018 through affiliated entities. His prior experience includes four years at UBS Securities LLC. Reddy holds a Series 63 license and is based in New York, NY. Percent Advisors LLC provides discretionary and non-discretionary investment advisory services to institutional clients and high-net-worth investors, specializing in private credit and structured credit investments through separately managed accounts and privately offered pooled vehicles. The firm integrates underwriting, placement activity, and a technology platform operated by its parent company to support its investment process.

Junyi Yuan is a financial advisor with Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has previously worked at Quantel AI, Inc., Rutgers Business School, and Shanghai University. Yuan has no prior industry experience outside his current advisory role. Quantel offers investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to manage portfolios aligned with client risk profiles, providing both discretionary and non-discretionary advisory services.

Mathew Goldberg is a financial advisor with Manhattan Wealth Management Group in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has worked at Manhattan Wealth Management Group since 2010 and has held roles with MWMG Advisors, LLC and MPWM Advisory Solutions, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based approach with strategic asset allocation, blending internally managed positions, third-party managers, and custodian model portfolios to manage approximately $153.1 million in discretionary assets.