William Haggerty is the founder of The Haggerty Investment Group, LLC, a Ridgewood, NJ–based independent investment advisory firm. He holds a Series 65 credential and has 19 years of experience in the industry. In addition to his advisory work since 2013, Haggerty is the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice established in 2001. The Haggerty Investment Group provides discretionary portfolio management and selects third-party advisers for individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and various investment strategies across equities, debt instruments, ETFs, mutual funds, and other assets, with a concentrated client base and a notable affiliation with the accounting firm Haggerty & Bosch, LLP.

James Denby is the sole advisor at Denby Financial Services, LLC, an independent firm based in Clifton, NJ. He holds the Series 65 designation and has 12 years of industry experience. Denby has led his firm since 2010, providing a range of financial advisory services. Denby Financial Services offers investment advisory and financial planning primarily to individual clients, managing approximately $3.95 million across 26 accounts. The firm combines fundamental analysis and strategic allocation with both long- and short-term trading, operating mostly on a non-discretionary basis, and also provides income tax preparation and small-business accounting and payroll services.

Alan Kotaev is the president and portfolio manager of TPK Advisors LLC, where he has worked since 2010. He holds Series 63 and Series 65 registrations and has 10 years of industry experience. In addition to his advisory role, he is a partner at Alan Trade Inc., a company involved in the export and distribution of Sherwin Williams products in Russia, where he handles contract negotiations and shipment arrangements. TPK Advisors is an independent registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of strategies including technical and fundamental analysis, short sales, option writing, and short-term trading, and conducts regular portfolio reviews with discretionary trading authority.

Richard Ascher is a financial advisor at Wealth Management Advisors, LLC in Livingston, NJ, with 22 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Wealth Management Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and pension and profit-sharing plans. The firm focuses on manager selection and monitoring, fixed-income portfolio management, and written financial planning, typically delivering advice on a nondiscretionary basis while emphasizing oversight of third-party managers.

Brian Quinif is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Twin Bridges Advisory, where he has worked since 2026. His prior experience includes positions at HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Nomura Securities International, Inc. Twin Bridges Advisory is a newly registered SEC investment adviser that plans to serve individuals, high-net-worth clients, trusts, estates, business entities, and employee benefit plans. The firm offers a range of services including discretionary and non-discretionary investment management, standalone financial planning, and pension consulting, with an investment approach focused on long-term, tax-aware, globally diversified strategic asset allocation.

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

Itay Maymon is a financial advisor at Clavis Capital Management, LLC with Series 65 credentials and experience dating back to 2014, including prior work at Latium Capital Ltd. He is the founder and CEO of Global Wave Management Ltd., a technology-oriented business focused on developing statistical models and software for the financial industry. Clavis Capital Management provides portfolio management and advisory services primarily to high-net-worth individuals and business entities, using a combination of quantitative and qualitative investment methods. The firm employs strategies such as short-term trading, short sales, trend following, and global macro futures trading across diverse asset classes, operating with trading discretion and incorporating commodity and futures exposure in client portfolios.

Juliusz Sas is the sole advisor at Global Special Situations Research Co. Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. He has been with the firm since 1997. Global Special Situations Research Co. Inc. provides discretionary portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a special-situations equity strategy focused on identifying undervalued acquisition candidates, managing concentrated portfolios with a mid-to-large-cap U.S. bias and a typical recovery horizon of three to five years.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes roles at Shiseido Americas Corporation and Marubeni America Corporation. In addition to his advisory work, he maintains a full-time external tax role and provides tax consulting. Amber Wealth Advisors is an independent firm offering fee-only financial planning to individuals and high-net-worth clients, focusing on areas such as business planning, retirement, and tax considerations. The firm provides investment analysis and recommendations without discretionary portfolio management, using a fixed or hourly fee model rather than percentage-of-assets billing.

Denise Sarkor is a financial advisor at Sarkor Financial Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and IBM. In addition to her advisory role, she is the principal and lead executive coach at New Roots Development, LLC, a professional coaching and management training company. Sarkor Financial Advisors serves individual clients, including career executives and small business owners, offering comprehensive financial planning, investment management, business advisory, and philanthropic advisory services. The firm employs a combination of passive and active investment strategies and provides both discretionary and non-discretionary mandate management alongside specialized services such as exit planning and cross-border advice.

Steven Mace is the principal of MACE Capital Management, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led his firm since 2005. Outside of his advisory role, he is also a licensed insurance agent and a licensed real estate agent in New York. MACE Capital Management provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $86 million in client assets on a non-discretionary, fee-only basis, using fundamental and cyclical analysis across a broad range of instruments and strategies.

Paul Cheransky is a CFP® professional with 10 years of industry experience. He is currently with Jeffrey N. Mehler, CFP LLC and has previously worked at Panorama Financial LLC, SAX Wealth Advisors, and Silvercrest Asset Management Group. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment management, and consulting services, employing a fundamental analysis-based investment process that includes customized portfolios and the use of derivatives and margin transactions where appropriate.

Richard Bregman is a CFA® charterholder and principal of MJB Asset Management LLC, with 29 years at the firm and four years of industry experience. Based in New York, NY, he has focused his career at MJB Asset Management since its founding. MJB Asset Management provides investment advisory services to individuals, businesses, not-for-profits, high net worth investors, and institutional clients, with a particular emphasis on corporate and pension clients. The firm offers discretionary portfolio management and pension consulting services, combining fundamental and technical analysis to manage portfolios tailored to client goals and market conditions.

Mark Reisman is the sole advisor at Pelican Bay Asset Management, Inc. in New York City, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked exclusively at Pelican Bay Asset Management since 1999. Pelican Bay Asset Management provides investment supervisory services to a select group of clients including corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages separate accounts through a non-discretionary, long-term buy-and-hold approach tailored to each client’s circumstances.

I started Joint Financial after moving back to New Jersey from Colorado. During my time out west, I noticed how many people had interests outside of their work, which inspired me to help others become work-optional and pursue their own personal interests and passions. My work focuses on helping clients build a tax-efficient roadmap to financial independence before age 65. This includes retirement projections, long-term tax planning, asset withdrawal strategies, investment management, equity compensation, and insurance/estate review. In my free time, I am likely working on my golf game, or if the weather won't cooperate, thinking about playing golf. All jokes aside, I love to exercise, read, ski, and cook when I am not golfing, or thinking about golfing!

Let’s navigate this late-capitalist hellscape together. 🔥 I’m a flat-fee, values-driven financial planner who helps people like you figure out what a good, livable version of success looks like—and how to get there with your money. Some of my clients are high earners in tech, wondering how much longer they can (or want to) stay in the game. Others are purpose-driven professionals—therapists, professors, nonprofit leaders—who never expected to make a ton, but still want clarity, security, and options. Whether you’re burned out and thinking about what’s next, or finally reaching stability and ready to make the most of it, I’m here to help you align your finances with your values, your goals, and your actual life. If that sounds like a fit, let’s talk.

Owen King is a financial advisor at Stonehurst Management, LLC, an independent firm based in New York, NY. He holds the Series 66 designation and has 7 years of industry experience. He has been associated with Stonehurst Management since 2002. Stonehurst Management LLC is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to a diverse client base, including individuals, families, trusts, estates, charitable organizations, endowments, and business entities. The firm manages approximately $27 million in client assets and employs a client-specific investment approach based on modern portfolio theory, utilizing a range of traditional and alternative asset classes.

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 14 years of industry experience. He has been with Roseheart Investment Advisors since 2012 and previously worked at Roseheart Associates, LLC for 21 years. He holds the Series 63 and Series 65 designations. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, creating written Investment Policy Statements tailored to each client's goals, tax considerations, and risk tolerance. The firm’s investment approach incorporates fundamental and technical analysis across a range of asset classes and employs both long-term and active trading strategies, managing approximately $24 million in discretionary assets for a relatively small client base.

Mark Meyerowitz is the sole advisor at Meyerowitz Investment Management in West Orange, NJ, holding Series 63 and Series 65 designations with 21 years of industry experience. He has managed his independent firm since 2003. Meyerowitz Investment Management provides advisory and asset management services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis and offers personalized portfolio management across various investment instruments, with an emphasis on discretionary management and periodic portfolio reviews.

Jeffrey Barnett is the sole advisor at Fintegrity LLC, an independent registered investment adviser based in Tenafly, NJ. He holds a Series 65 designation and has eight years of industry experience. Barnett has managed Fintegrity since 2017. Fintegrity LLC provides discretionary and non-discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals, families, trusts, business entities, and retirement accounts. The firm employs a fundamental analysis and behavioral finance approach, focusing on individual stocks, bonds, and cash equivalents, with selective use of ETFs and mutual funds, and emphasizes customized portfolio management and client-specific considerations.