P. O'Gorman is the sole advisor at O'Gorman Asset Management, Inc., holding a Series 65 designation and with 23 years at the firm. He also owns an insurance agency, maintaining an active role in insurance sales alongside his advisory practice. O'Gorman Asset Management provides investment advisory services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and financial planning for business retirement plans and charitable organizations. The firm employs a value-oriented investment approach based on fundamental analysis and manages portfolios using individual equities, ETFs, mutual funds, and fixed-income securities.

Garth Weil is a financial advisor at Diversified Strategies LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Diversified Strategies since 2005. Diversified Strategies provides financial coaching, investor education, fiduciary retirement-plan analysis, and consultative investment services primarily for individual investors, trusts, estates, and small business owners. The firm typically introduces clients to Matson Money for discretionary asset management and serves as a co-advisor and liaison throughout the investment process, emphasizing ongoing investor education and periodic portfolio reviews.

Theresa Wan is a CFP® and CFA® credentialed advisor with 14 years of industry experience. She is the sole advisor at Treesa Financial Planning, LLC, where she has worked since 2012. Treesa Financial Planning offers fee-only financial planning and investment consultation to individual and family clients, focusing on hourly or fixed-fee engagements rather than ongoing portfolio management. The firm employs a globally diversified core-and-satellite investment approach using index and active funds and ETFs, and it does not take custody of client assets or provide discretionary trading.

Samuel Schaeffer is a financial advisor at Lords Wealth with five years of industry experience. He holds a Series 65 designation and has previously worked at B S F S Advisors and The Leneta Company. Outside of advising, he also works as a personal coach and serves as an administrator for The Leneta Company, a manufacturing business. Lords Wealth provides investment education, advisory, and limited financial consulting services to individual investors, focusing on buy-and-hold equity mutual fund portfolios for long-term capital appreciation. The firm emphasizes client-directed account management, structured educational workshops, and publishes detailed historical and backtested performance data for its recommended funds.

Taraje Williams Murray is a financial advisor at Coroebus Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011. Outside of advisory work, he owns and operates a lifestyle brand and clothing company, founded a technology firm, and delivers sports seminars and coaching. Coroebus Wealth Management serves ultra- and high-net-worth individuals, family offices, and business entities, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a multi-family office model with a fiduciary focus, integrating behavioral financial planning and various analytical methods while accommodating clients’ risk tolerances and investment preferences.

Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions in Montebello, NY, with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked for JPMorgan Chase & Co. for nine years, providing operational and administrative support in a non-advisory capacity. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates with comprehensive financial planning, portfolio management, tax planning and IRS representation, insurance planning, and community educational workshops. The firm integrates tax representation with financial planning, offering tailored advisory services based on clients’ goals, income, family situation, risk tolerance, and time horizon.

Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.

James Chen is the sole advisor at Solid Street Capital Management in Pine Brook, NJ, holding Series 63 and Series 65 designations with 11 years of industry experience. He has been affiliated with City Index Group since 2012. Solid Street Capital Management offers discretionary portfolio management primarily for pooled vehicles and institutional or corporate accounts, utilizing a blend of technical, fundamental, and statistical analysis. The firm employs a proprietary SS-Rating system to guide security selection and position sizing, and emphasizes client education through seminars, workshops, and published materials.

Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

James Vorchheimer is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Integrated Financial Consulting, LLC. He has been with the firm since 2002. Integrated Financial Consulting provides fee-only financial planning and investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, estates, and small businesses. The firm uses a functional asset allocation framework with mutual funds, ETFs, individual securities, and bonds, operating primarily on a non-discretionary basis and offering non-securities advice such as tax and estate planning.

Ronn Yaish is the sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 11 years of industry experience, having founded Yaish Financial Services LLC in 2015. Outside of advisory work, Yaish is involved in life insurance sales and operates Yaish Media Group, an online business offering courses and educational content on leadership, marketing, and personal finance. Yaish Financial provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed, asset-class model portfolios, with a formal pension consulting practice that includes fiduciary services and participant education.

Muthiah Saravanan is a financial advisor with 13 years of industry experience, currently practicing at JSSR Capital LLC. He holds Series 63 and Series 65 licenses and has prior work history with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and Allstate Insurance Co. JSSR Capital LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental, and technical analysis to manage investment strategies ranging from long-term holdings to short-term trading, including derivatives, and maintains a small, concentrated client base.

Christopher Conover is a financial advisor at Hudson Companies with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Hudson Valley Wealth Management for 18 years. Outside of finance, he serves as president of Hudson Private Corp, where he acts as an executive producer on film and television projects, and he is involved administratively with HV Treatment Partners, an outpatient treatment facility. Hudson Companies provides investment management and financial planning services to individuals, high-net-worth clients, and institutional clients. The firm uses model portfolios emphasizing mutual funds, ETFs, equities, and fixed income, and incorporates fundamental and cyclical analysis, treating cash as an asset class. It also offers retirement plan consulting and periodic comprehensive reporting, alongside occasional film investment advice for select clients.

Bruce Julien is the sole advisor at Julien Planning, LLC, an independent firm based in Hackensack, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, with prior roles at National Wealth Management, LLC, and Julien Financial, LLC. In addition to his advisory work, Julien operates affiliated insurance sales and tax-preparation businesses. Julien Planning, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes fundamental and technical analysis to tailor strategies documented in investment policy statements, manages approximately $37 million in client assets, and engages third-party managers as part of its investment approach.

Mark Santangelo is a CFP® with 28 years of industry experience, currently operating through Titan Financial Services, LLC. He has held roles at Purshe Kaplan Sterling Investments, Investment Advisors Asset Management, and Royal Alliance Associates. Outside of financial advising, he owns and manages a CPA firm, Marsan Associates, PC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, utilizing a client-specific investment process that combines model asset-allocation portfolios with fundamental, technical, quantitative, and qualitative security analysis.

Jacob Bayer is a financial advisor at Good Luck NY Inc. He holds a Series 66 designation and has experience working since 2023 with firms including LUMINEXT Inc and CETERA Financial Specialists LLC. Prior to his financial advisory roles, he was associated with BNEI YAKOV YOSEF OF MONSEY for nine years. Good Luck NY Inc. provides discretionary and non-discretionary asset management along with financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental and cyclical analysis as well as Modern Portfolio Theory, tailoring strategies to client goals and risk tolerances.

Richard Berse is a financial advisor at Northstar Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been the president of Richard E Berse, CPA, PC, a public accounting and tax planning practice, since 1982. Northstar Financial Advisors serves individuals, trusts, and retirement plans by providing discretionary portfolio management and limited financial planning. The firm emphasizes fundamental, value-oriented analysis with a long-term holding discipline and manages approximately $195 million in discretionary assets.

Brian Deane is a CFP®-certified financial advisor with 12 years of industry experience. He has been the sole advisor at Apostolic Financial Advisors, LLC since 2013. Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and active strategies such as short sales, margin transactions, and options writing.

Patrick Hsu is the sole advisor at Hawkeye Investment Management LLC in Demarest, NJ, holding Series 65 and Series 66 licenses with 14 years of industry experience. He has managed Hawkeye since 2011. Outside of investment management, Hsu works as a licensed New Jersey REALTOR. Hawkeye Investment Management provides discretionary investment management primarily to individuals, families, trusts, and small-business retirement plans, focusing on larger or qualified investor accounts. The firm employs a discount capture strategy in closed-end funds, utilizing both hedged long/short and long-only approaches, with portfolio management supported by Morningstar data and Insider Score institutional ownership information.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.