Lawrence Tankel is the principal advisor of LT Advisors LLC and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Goldman Sachs & Co. LLC for five years. He also owns and operates a separate tax and accounting practice, Lawrence Tankel CPA, P.C., where he provides tax preparation and consulting services. LT Advisors LLC offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm manages a concentrated portfolio of approximately $53.5 million through tailored investment programs that incorporate fundamental and technical analysis, with a combined tax and accounting service as part of its operating model.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co. Inc., B. Riley Wealth Advisors, and Merrill. In addition to his advisory role, he is involved with Legacy Trust and Capital Partners in a referral capacity. Genesis Financial Group provides portfolio management and investment analysis to individuals, including high-net-worth clients, and small businesses. The firm employs a model-based investment approach combining quantitative, fundamental, technical, economic, and charting analyses to guide discretionary portfolio decisions.

Rocco Santomenno is the sole advisor at Rocco R. Santomenno, an independent firm based in Fair Lawn, NJ. He holds over 14 years of industry experience and has been practicing as a sole practitioner since 1975. In addition to his advisory work, he serves as president of Gold Ring Investments, Inc., a mortgage placement business. The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit-sharing plans. It emphasizes fundamental equity analysis and manages approximately eighty client accounts with just over $50 million in assets under management.

Charles Carmona is the sole advisor at Westmore Asset Management in Pearl River, NY, holding Series 63 and Series 65 credentials with 25 years of industry experience. His prior roles include positions at Torino Capital LLC, Rena Advisors LLC, UBS Financial Services, and UBS International Inc. Westmore Asset Management serves a small, primarily high-net-worth client base, managing approximately $54.5 million across seven accounts. The firm offers personalized investment supervisory services and limited business strategy consulting, employing multiple analytical methods and both long- and short-term strategies across domestic and international markets.

I am a fee-only, advice-only investment advisor and financial planner. My mission is to provide great advice at a fair price to support each client’s purpose in life. I am a CFP® Practitioner and CFA® Charterholder. As Founder and Principal Advisor at IndiePlan™, I am committed to our fiduciary duty by providing independent holistic advice and education that puts clients’ interests first. I entered the advisory business after a thirty-year career in financial services. I am a former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where my job was to oversee major benchmarks like the S&P 500®. Prior to that, I held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients. My interest in investing and financial planning is long standing. I enjoy helping others as they save, invest, and plan for their future, or as they prepare for transitions like retirement, a health challenge, a second career, starting a new business, furthering their education, or taking extended leave. At IndiePlan™ we strive to meet clients where they are in their journey. We provide independent, holistic, tailored advice at a fair price.

Neil Murphy is a financial advisor with NPM Consulting, LLC in Ridgewood, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Rose Wealth Advisors LLC since 2024 and has been with NPM Consulting since 2012. NPM Consulting provides financial planning, tax preparation, and investment management services primarily to high-net-worth individuals, related trusts, and select pension plans and business entities. The firm builds customized portfolios using fundamental and technical analysis, asset allocation, and active management, incorporating a range of securities and derivatives, and also offers a managed futures program for accredited investors.

Youwei Jing is a financial advisor at Alterra with a Series 65 designation and no prior industry experience. Before joining Alterra, Jing worked at several firms including DevelopIntelligence, Bubble, and Correlation One. Alterra is an independent, state-registered investment adviser specializing in portfolio management and a unique options-based borrowing service using short box spread strategies. The firm serves a diverse client base ranging from individuals and small businesses to institutional and corporate entities, and it employs exchange-traded S&P 500 index options to manage borrowing exposures and mitigate early assignment risk.

Humberto Portillo is a financial advisor at Financial Freedom Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with his current firm since 2015. Financial Freedom Management LLC is a fee-only registered investment adviser serving individuals, trusts, estates, and pension plans with approximately $8.1 million in assets under management. The firm uses a rules-based quantitative approach to asset allocation, incorporating low-cost mutual funds and ETFs, tax-loss harvesting, and leverage strategies, with a focus on special-needs planning and community education through seminars and workshops.

Shawn O’Brien is a financial advisor at Cois Dara Investing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cois Dara Investing, he worked at Diageo and Loudpack. Cois Dara Investing provides ongoing portfolio management to individual and high-net-worth clients, emphasizing a long-term trading strategy supported by charting, fundamental, quantitative, and technical analysis. The firm prepares Investment Policy Statements for clients and seeks discretionary authority to implement portfolio decisions, primarily recommending equities along with mutual funds, ETFs, commodities, non-U.S. securities, and venture capital funds to diversify portfolios.

Mark Mcnally is the sole advisor at Megstar Financial Management Inc. in Montvale, NJ, with 31 years of industry experience. He has worked at Megstar since 1992 and concurrently serves as a television production technician at WNYW-TV since 1977. Megstar Financial Management provides discretionary portfolio management and general financial advice to a select individual client base. The firm utilizes Modern Portfolio Theory to build diversified, low-turnover portfolios and emphasizes transparent reporting and conflict reduction through specific trading practices.

Alexander Selem is the principal at Archedia Capital LLC, an independent advisory firm, and holds a Series 65 credential with six years of industry experience. He also works as Director of Data and Research at The Travelers Companies, where he conducts predictive modeling and data science related to workers compensation claims. Archedia Capital LLC provides discretionary investment management and portfolio advisory services to a small client base that includes individuals, high-net-worth clients, trusts, retirement plans, and certain business entities. The firm combines passive ETF-based allocations with active, systematic strategies driven by quantitative models and statistical arbitrage, employing risk controls such as position limits and diversification.

Ralph Condis is the principal of Executive Business Financial Planning in Dumont, NJ, with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has been with his current firm and Purshe Kaplan Sterling Investments since 2004. Outside of his financial advisory role, Mr. Condis is involved in religious missions as a Deacon of Humanity, produces original music and educational content, and works with Public Partnerships for NJ, supporting care for autistic and disabled individuals. Executive Business Financial Planning provides investment management and financial planning services to individuals, retirement plans, non-profits, trusts, and institutional clients. The firm employs a combination of proprietary technical and fundamental models alongside third-party asset allocation, utilizing tactical diversification, periodic rebalancing, and tax-aware strategies, including options collars, to manage client portfolios.

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Frank Avena is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Godwin Capital Management since 2001 and also operates Warsaw & Avena CPA's PC, a CPA firm. Godwin Capital Management provides discretionary portfolio management for individuals, pension and profit-sharing plans, corporations, and non-profit organizations. The firm combines fundamental and technical analysis within client-specific investment policies and sponsors a wrap-fee program, managing approximately $150 million in discretionary assets across about 278 clients.

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born. Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Jordan Hod is a financial advisor at Revel Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Revel Wealth Management, he worked at Ellkay for eight years and held positions at LeagueApps and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, nonprofits, and other entities. The firm manages portfolios using a broad range of securities and employs both quantitative and qualitative analysis, serving a small client base with a high assets-under-management per client ratio.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

Robert Groesbeck is a CFA® charterholder and principal at Groesbeck Investment Management Corp, where he has worked for over 33 years. He has 12 years of industry experience and is based in Glen Rock, NJ. Groesbeck Investment Management Corp provides discretionary equity portfolio management to institutional and individual clients, employing a bottom-up investment process with focused dividend growth and earnings growth strategies. The firm manages concentrated portfolios with disciplined valuation criteria and participates in third-party wrap programs as a sponsored portfolio manager.

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.