Steven Puckett is the sole advisor at Fiduciary Pension Partners, LLC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Fiduciary Pension Partners since 2016 and was associated with Gateway Advisory, LLC from 2016 to 2022. Outside of advisory services, he is a majority member and part-owner of Boathouse Investment Properties, LLC, a real estate management business. Fiduciary Pension Partners serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing discretionary portfolio management and pension consulting. The firm employs a varied investment approach incorporating multiple analytical methods and manages both advisory and consulting assets, with a notable pension plan consulting presence.

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

Cyrus Mossavar Rahmani is a financial advisor with UAS Asset Management, holding a Series 65 credential and five years of industry experience. His prior roles include working at Keen Venture Partners BV and a period of self-employment. Outside of his advisory work, he manages Parrotia I, LLC, which holds early-stage private company shares as a passive investment. UAS Asset Management provides investment management services to individuals, related entities, and institutional clients including municipalities and public pension plans. The firm employs a fundamental, bottom-up approach with concentrated equity portfolios for separately managed accounts and a more speculative strategy for its private pooled vehicle.

Ann Marie Regal is a CFP® with 10 years of industry experience, currently serving as a Member and Chief Compliance Officer at Avrio Wealth LLC. She has prior experience at Capital Privée Suisse S.A. and Globaleye Pte Ltd. Ms. Regal is also the CEO and CCO of Avrio Wealth Pte Ltd and holds a license from the Monetary Authority of Singapore. Additionally, she serves as a managing member of CPS German I, LLC, which originates and services loans to real estate developers. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers comprehensive planning with written Investment Policy Statements, global diversification primarily through ETFs, and conducts due diligence on alternative investments, serving a focused client base with an international and affiliated structure.

Lawrence Levy is a financial advisor at IKE Capital, LLC in New York, NY, with 34 years of industry experience. He has been with IKE Capital since 2004 and holds Series 63 and Series 65 licenses. IKE Capital provides discretionary and non-discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis, focusing on portfolio risk management and typically constructing diversified portfolios centered on large-cap equities, fixed income, REITs, ETFs, and private investments tailored to clients’ risk tolerance and time horizon.

John Romano is a financial advisor at AJF Capital Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research, Inc. and American Portfolios Financial Services, Inc. before joining AJF Capital Management. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework based on Modern Portfolio Theory supplemented by equities, ETFs, and closed-end funds, and offers programs including a Sustainable Asset Management strategy and an actively managed AJF Alpha Portfolio.

John Zeltmann is a CFP® and CFA® with 17 years of industry experience. He has been with S.F. Ehrlich Associates, Inc. since 2007. S.F. Ehrlich Associates provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, employing a strategic asset-allocation framework that combines passive and active investment strategies. The firm offers ongoing portfolio management as well as stand-alone planning and consulting engagements under a fee-only, asset-based advisory model.

Jane Bunch is a financial advisor at Revalue LLC in New York, NY, holding a Series 65 credential. She has been with Revalue since 2020 and has prior experience at Zingerman's Cornman Farms and Sweetwaters Coffee and Tea. Revalue serves individual investors and mission-driven institutional clients with investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and offers a unique subscription-based educational platform alongside traditional portfolio management services.

Alec Mc Kenna is a financial advisor at Gables Capital Management, Inc. in New York, NY, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Masterworks Advisers, LLC, Arete Wealth Advisors, and Templum Markets LLC. Gables Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension and profit-sharing plans, and institutional clients, combining fundamental and technical analysis for tailored asset allocations. The firm manages both separately managed accounts and a private pooled vehicle, employing strategies that include long and short equity positions and various derivatives.

Marc Bautis is a financial advisor at Bautis Financial, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Bautis Financial since 2008. The firm provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with around $197 million in discretionary assets. Bautis Financial emphasizes client-specific Investment Policy Statements and employs a range of analytical tools to implement diversified trading strategies across multiple asset classes.

Clare Stenstrom is a Series 65-licensed financial advisor with five years of industry experience. She is currently with Verdence Capital Advisors LLC and was previously with Luesink Stenstrom Financial LLC for 12 years. Outside of advising, she is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, providing comprehensive financial life planning, transition planning, and wealth management. The firm employs an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies tailored to clients’ specific needs.

Joseph Orlando Jr. is a financial advisor with VCP Financial LLC in Staten Island, NY, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. Before joining VCP Financial in 2019, he worked at First Standard Financial Company from 2016 to 2019. Outside of advisory work, he serves as president of Buy Long Enterprises, a corporation involved with maintaining financial records. VCP Financial LLC provides portfolio management, financial planning, pension consulting, and other advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses a multifaceted investment approach, including fundamental and technical analysis and various trading strategies, and is notable for managing a significant portion of assets on a non-discretionary basis and its affiliation with related investment entities.

Peter Christakos is a financial advisor with Westfield Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been involved in multiple business activities including owning a CPA firm, Christakos & Co., and working as a real estate agent with Century 21 and Christakos Real Estate. He also teaches as an adjunct professor in the CFP program at Fairleigh Dickinson University and instructs CPAs nationwide on financial planning. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside personal financial planning and retirement plan advisory services. The firm employs tailored asset allocations using various investment vehicles and combines fundamental, cyclical, and technical analysis to support both long-term and tactical strategies.

Michael Warszawski is a CFA® charterholder with eight years of industry experience, currently serving at CWM Partners, LLC since 2018. Prior to joining CWM Partners, he worked at Manchester Capital Management from 2014 to 2018. He is a Group Chair of TIGER 21, LLC, a membership network for high-net-worth individuals, where he facilitates peer group meetings focused on investing and family matters. Additionally, Warszawski serves on the advisory board of First National Realty Partners. 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 across various asset classes and coordinates with third-party advisers while maintaining primary advisory relationships.

Cheskal Deutsch is a financial advisor at CSD Financial LLC with nine years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. Deutsch is also the sole member and CEO of Attentive Care Service Coordination LLC, a Medicaid service coordination business. CSD Financial LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by providing comprehensive financial planning, goal-based planning, and investment management. The firm offers customized financial roadmaps, portfolio management, and retirement plan consulting, utilizing both in-house and third-party model portfolios.

William Anderson is a Series 65-licensed financial advisor with Robert W. Colby Asset Management, Inc. in New York, NY. He has 16 years of industry experience and has been with the firm since 2009. Robert W. Colby Asset Management serves individual and high-net-worth clients with a limited offering of six actively managed portfolios and four allocations. The firm uses proprietary quantitative and technical methods, including a Relative Strength Method and a Systematic Trend Identification System, focusing primarily on ETFs and systematic ranking to guide security selection.

Scott Hechler is a financial advisor at PureVest with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, SW Financial, Worden Capital Management, and Legend Securities. PureVest offers 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 non-discretionary management with tailored portfolios that incorporate a range of investment strategies and ongoing oversight.

Robert Rabinowitz is a financial advisor with J.H. Darbie & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with J.H. Darbie since 1997 and also serves as CEO of Wolf A. Popper, Inc. and Trend Trader LLC. Outside of investment activities, Rabinowitz is involved in business accounting and consulting. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, and participates in third-party adviser programs.

Yan Sun is a CFA® charterholder with 18 years of industry experience, currently serving at Taurus Financial in Jersey City, NJ. His prior work includes roles at Credit Suisse Securities and LPL Financial. He is also the owner of TDG International LLC, a non-investment-related business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing fundamental and quantitative analysis alongside a range of investment strategies.