Bonnie Gurry is a Series 65-licensed financial advisor with GreenPortfolio Inc. in New York, NY, bringing two years of industry experience. She has been with GreenPortfolio since 2020 and previously worked at Pirque Ventures from 2017 to 2021. GreenPortfolio provides an online climate-scoring tool for publicly traded securities and a software-based referral service connecting individual and high-net-worth clients with third-party investment advisers. The firm operates entirely through interactive websites, using proprietary algorithms to assess companies’ carbon intensity and business practices without offering direct investment recommendations or portfolio management.

Yisha Wang is a CFP® certificant with eight years of industry experience, currently advising at Taurus Financial in Jersey City, NJ. Her prior work includes roles at Goldman Sachs Group and LPL Financial. She is co-founder of Taurus Solution Inc, an accounting and tax preparation firm. Taurus Financial serves individual and institutional clients, managing approximately $162 million across 90 relationships. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and quantitative analysis alongside diverse investment strategies.

Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.

Maria Garyfallos is a financial advisor at Tepp Wealth Management with a Series 65 credential and three years of industry experience. She has worked at Tepp Wealth Management since 2018 and previously spent 23 years at Pantagis Renaissance. 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, utilizing firm-developed model portfolios and a range of investment strategies.

Maura Griffin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Blue Spark Capital Advisors since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm that serves individual clients, specializing in supporting women and their families through major life transitions. The firm employs a liability-driven investing approach with broad diversification and integrates comprehensive financial planning into each client relationship.

John Papa is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management and has been involved with Advanced Planning Strategies, doing business as Diversified Planning Strategies, since 1988. Outside of advisory roles, he is president of 1st Tee Investment Group LLC, a commercial building owner and manager. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $98 million across three advisors and employs a model portfolio approach through third-party sub-advisers and multiple external model providers.

Thomas Moore is a CFA® charterholder with 31 years of experience in the financial industry. He has worked at Clemensen Capital Company LLC since 2021 and has been associated with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm employs a client-specific investment process, including the use of derivatives in separately managed accounts, and manages a concentrated client base with customized portfolio oversight.

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, holding a Series 65 designation with three years of industry experience. He has also worked at Montclair State University since 2016. Outside of his advisory role, he is a partner and member of Realty Management Advisors, LLC and Sterling Adams, LLC, both property management and real estate ownership companies. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis across various asset classes and may allocate assets to unaffiliated independent managers while typically recommending Charles Schwab for custody and clearing.

Assunta Mc Lane is a CFP® professional with eight years at Summit Place Financial Advisors, LLC and a total of 14 years in the financial industry, including six years at Glenmede Trust Company. She is based in Basking Ridge, NJ, and is part of a four-advisor team. Summit Place Financial Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and charting analysis across equity and fixed-income securities, offering ongoing account reviews and client reporting through multiple offices.

Moses Silver is a financial advisor at Kensington Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kensington Capital Corp. since 1994. Outside of his advisory role, he serves on the board of Beis Menachem, attending monthly meetings. Kensington Wealth Management, LLC is a newly organized investment adviser that plans to provide discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s approach involves tailoring portfolios across various asset classes and employing multiple trading strategies while maintaining discretion over third-party manager selection and oversight.

Bernard Schonfeld is a financial advisor at Schonfeld Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Co. Schonfeld serves on the advisory board for Yeshiva & Beth Hamedrash Shaarei Yosher and has trustee responsibilities for a family trust. Schonfeld Wealth Management, LLC is a newly registered SEC investment adviser offering discretionary asset management, financial planning, and retirement plan consulting primarily through third-party wrap platforms. The firm focuses on diversified portfolios using mutual funds, ETFs, REITs, individual stocks and bonds, and covered options, combining both long-term buy-and-hold and shorter-term trading strategies.

Michael Powsner is a CFP® and PFS™ with 12 years of industry experience. He has worked at Upstart Wealth Management, LLC since 2014 and was previously associated with Michael Powsner CPA d/b/a Powsner & Thomas CPA's and Michael Powsner, CPA. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and various implementation vehicles, including separately managed accounts and derivatives, and manages approximately $294 million across about 89 clients.

Anna Christakos is a financial advisor at Westfield Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has a longstanding career that includes ownership of Christakos & Co., PC, a CPA firm specializing in tax preparation, accounting, and bookkeeping since 1988. She is also active in real estate sales as an associate with Century 21. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm employs tailored asset allocations and a combination of fundamental, cyclical, and technical analysis, emphasizing long-term strategies while maintaining flexibility for short-term trading when appropriate.

Andrew Christakos is a financial advisor at Westfield Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has operated Christakos Financial Group DBA Marketing since 2015 and Christakos & Co., PC since 2010. Christakos & Co. is an accounting firm affiliated with his advisory work. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm employs fundamental, cyclical, and technical analysis to develop tailored asset allocations and typically emphasizes long-term strategies while retaining flexibility for short-term trading and options.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Michael Israel is a CFP® with 23 years of industry experience, currently serving as a partner at Revolve Wealth Partners, LLC since 2017. He previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Oppenheimer & Co. Inc. Israel is also a board member of a religious nonprofit organization, where he participates in board meetings and event coordination. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a diversified investment approach, including mutual funds, ETFs, individual equities, fixed income, and private placements, with an emphasis on growth and value integration, global diversification, and tax sensitivity.

Andrew Hart is a financial advisor at Next Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Next Capital since 2016. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including serving as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and ongoing monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments such as direct indexing and tax-managed long/short strategies.

Marjorie Netkin is a financial advisor with Woodstock Wealth Management, Inc. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior work includes roles at Woodstock Financial Group, Inc. and St Bernard Financial Services. She serves as president and majority owner of Edgewood Financial Group, which operates branch offices for her affiliated firms. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies, including a performance-based fee program benchmarked to the SPDR S&P 500 ETF.

Steven Maide is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and has prior experience with Coastal Equities, Inc. and Wells Fargo Advisors. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm focuses on fundamental analysis and customizes portfolios to clients’ goals, combining in-house management with independent managers, and providing financial planning and retirement-plan consulting services.

Pranay Dureja is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Nasdaq, Merrill, and Bank of America. Outside of finance, he is a co-founder and partner of Studio Suzuki, a small record label promoting and distributing local musical artists. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.