Anja Luesink is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Luesink Stenstrom Financial since 2014, a New York–based firm where she serves as one of two advisors. Luesink Stenstrom Financial works primarily with individuals, high-net-worth clients, families, small businesses, trusts, and estates, providing comprehensive financial life planning, transition planning, and wealth management. The firm combines index-based and active investment strategies with customized asset allocation and behavioral coaching, emphasizing financial transitions and offering a structured coaching program for clients undergoing major life changes.

John Sampers is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Partners Securities, Inc., Kestra Financial Services, Inc., and ongoing involvement with SFI Insurance Services, Inc. Outside of advisory work, he manages a real estate property through Osprey Pointe LLC. SFI Advisors, LLC provides discretionary investment portfolio management, financial planning, corporate retirement plan consulting, and family office services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm emphasizes tailored portfolios using diversification and long-term holdings, with ongoing monitoring and attention to tax considerations.

Eugene Skorodinsky is a CFP® with four years of industry experience, currently serving as a financial advisor at Minerva Wealth Advisory. He has held positions at Baruch College and Luesink Stenstrom Financial and has been with Minerva Wealth Advisory since 2017. Minerva Wealth Advisory is a fee-only, SEC-registered investment adviser that provides financial planning and portfolio management services to individuals, couples, and families. The firm emphasizes diversified asset allocation through ETFs, index and enhanced-index funds, and selective active managers within a long-term, buy-and-hold strategy.

James Marrocco is a CFP® and CFA® with seven years of industry experience. He has worked at Thinking Big Financial since 2017 and previously spent ten years at Zweig-DiMenna Associates. 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 based on client-specific investment policy statements and conducting regular reviews to align with clients’ evolving goals.

Tracy Nixon is a financial advisor at Tekmen Wells LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Tekmen Wells, Nixon has been affiliated with Goldman, Sachs & Co. since 1989. Tekmen Wells provides asset management and financial planning services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm primarily delivers portfolio management through a wrap-fee program using a diversified mix of investment vehicles and employs due diligence on third-party managers via the Envestnet platform.

Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes tailored portfolios and client authorization for trades within a non-discretionary investment approach.

Mark Zagotti is a financial advisor at Next GEN Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, Axa Advisors, and Cathay Securities. Outside of his advisory role, he owns Z Force, LLC, a compliance consulting firm. Next GEN Advisors, LLC serves high-net-worth individuals and related entities by providing asset management, financial planning, and consulting through various managed account programs. The firm combines fundamental and technical investment methods and is notable for its affiliation with Cathay Securities, Inc., a FINRA-member broker-dealer that allows dual registration and commissionable brokerage activities alongside advisory services.

Ariel Serber is a financial advisor at Clutch Capital Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Axa Advisors, LLC. In addition to his role at Clutch Capital, he serves as Director of Client Relationships at Lions Assurance Financial, a business consulting firm focused on benefits and continuity planning. Clutch Capital Management serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, asset allocation, trading, and financial planning tailored to clients’ risk tolerance and investment goals. The firm emphasizes a top-down investment process with diversification and risk management, and it is notable for accepting commissions on annuities and life insurance as well as managing performance-based fee accounts.

Julie Ford is a CFP® professional with 10 years of experience in financial advising, currently serving at Ford Financial Solutions, LLC since 2015. She occasionally acts as an expert witness in legal proceedings and serves on the U.S. Board of Directors for The Navigators, a nonprofit religious ministry, where she participates on the finance committee without compensation. Ford Financial Solutions serves individual clients, including both high-net-worth and non-HNW households, providing comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven strategy using low-cost index funds and third-party asset managers, and offers various engagement models such as retainer relationships, hourly planning, and educational programs.

Eric Liu is a financial advisor at Vanda Research Corp with five years of industry experience. He has been with Vanda Research Corp since 2017 and previously worked at Vanda Securities Limited from 2015 to 2017. Liu serves as a director and founding partner of Vanda Securities PTE. LTD. in Singapore and as a director of Vanda Research LTD. in the United Kingdom, where he helps oversee company operations. Vanda Research Corp provides institutional research and tactical macroeconomic analysis to buy-side and sell-side clients, including investment banks and asset managers. The firm focuses on cross-asset macro themes and short-term trade ideas using quantitative and technical analysis, operating as a research-only advisor without managing client assets or providing retail portfolio services.

Paul Ferguson is a financial advisor at Israel's Ferguson Asset Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with the firm since 2009 and is also retired from prior roles. Israel's Ferguson Asset Advisors LLC provides investment management, portfolio review, and financial consulting services to individuals, trusts, retirement plans, nonprofits, and businesses. The firm employs a long-term investment approach focused on capital preservation and tailored asset allocation, managing approximately $19 million in discretionary assets across about 108 client relationships.

Juan Lebrija is a financial advisor with LifeCapital Partners LLC in Westport, CT, holding a Series 66 designation and 25 years of industry experience. Prior to joining LifeCapital Partners in 2025, he spent 24 years at Equitable Advisors. Outside of advising, he serves as a board member of Penta Holdings, a petrochemical distribution and real estate company in Mexico, and is a licensed insurance agent. LifeCapital Partners is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and digital assets, and offers standalone financial planning on an hourly basis.

Stacy Goldsmith is a financial advisor at RPM Capital Management, LLC, holding Series 63 and Series 66 designations with over 13 years of industry experience. Prior to joining RPM Capital Management in 2025, she spent 12 years at Herbert J Sims. RPM Capital Management is a registered investment adviser managing discretionary portfolios primarily for accredited individuals, trusts, foundations, and family offices. The firm focuses on a Bond Program of high-yield tax-exempt municipal bonds and a Blend Program combining these bonds with selected dividend-paying equities, emphasizing origination, proprietary due diligence, and fundamental analysis.

Peter May is a CFP® and Series 63-registered financial advisor with HFH Planning Inc. in New York, NY, where he has worked since 2015. He has four years of industry experience. Outside of his advisory role, he is a member of Calliope 2022, LLC, an art gallery in Brooklyn, where he handles accounting and administrative duties. HFH Planning provides fee-only financial planning and investment supervisory services primarily to individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a mix of active funds and passive ETFs, global diversification, and mostly non-discretionary management.

Alexander Saingchin is a financial advisor at Just Futures with a Series 65 designation and two years of industry experience. He has held roles at Just Futures, PBC and the Common Counsel Foundation, and is co-founder and Director of Strategy & Social Change at Flash Friction, LLC, a climbing shoe repair business. He also provides consulting services through Saingchin Strategy & Consulting, a nonprofit consulting firm. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing approximately $46.7 million in assets. The firm focuses on values-aligned investing informed by social justice movements, integrating ESG considerations with a combination of public and private market solutions.

Shimon Willig is a financial advisor at MWM Group LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and MiR Jerusalem. Willig is also a licensed fixed insurance broker. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, managing approximately $431 million in discretionary assets through proprietary asset-allocation models and a variety of managed account strategies.

Chi Tang is a Series 65-licensed financial advisor at Basalt Wealth Inc. with one year of industry experience. Prior to joining Basalt Wealth, Tang held roles at Albatross America Inc., Beaconfire Staffing Solutions Inc., PwC Strategy&, and McKinsey & Company. 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 integrates fundamental and technical analysis with options and derivatives strategies, providing tailored services that include security ratings, educational seminars, and cross-border trading access.

Bruce Jensen is a financial advisor at Boyar Asset Management, Inc. with 35 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at Elevage Partners, LLC, Strategy Asset Managers L.L.C., Holly Street Wealth Advisors, and Mid Atlantic Capital Corporation. Boyar Asset Management provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, sub-advises other advisers, manages private limited-partnership funds, and serves as adviser to an open-end registered investment company. The firm employs a fundamental, value-oriented investment approach focused on long-term capital appreciation and manages accounts with formal allocation and compliance oversight.

John Koller is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Oppenheimer + Close since 2013. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities and offers discretionary portfolio management, fiduciary retirement advice, coordinated financial planning, and management of affiliated limited-partnership funds.

Timothy Healy is a financial advisor at The Healy Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Healy Group since 2009. The firm provides individualized portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The Healy Group uses a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing, managing approximately $17.7 million in discretionary assets as of the end of 2024.