Paul Padovani is the sole advisor at Padovani Asset Management in Somers, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He also owns MGPC Agency, a licensed insurance agency, and works as a mortgage loan officer at Warshaw Capital. Padovani has held roles at MetLife Securities Inc. since 2012 and has been involved with both MGPC Agency and Warshaw Capital since 2018 and 2014, respectively. Padovani Asset Management is a registered investment adviser providing discretionary portfolio management and written financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs an individualized investment process utilizing fundamental, technical, cyclical, and charting analysis, offering a broad range of security types and continuous account monitoring with formal annual reviews.

Michael Casper is a CFA® charterholder affiliated with the independent firm Casper, Michael J. He has five years of industry experience, previously working at Lehman Brothers Holdings Inc for three years. He operates Light Macro Capital, where he provides discretionary investment management. Light Macro Capital serves high-net-worth individuals and qualified entities through a quantitative and qualitative macro relative-value strategy focused on developed-market sovereign bond futures and foreign exchange. The firm manages concentrated portfolios with defined risk controls and emphasizes specialized data and a futures-only fixed-income derivatives approach.

Fiduciary Financial Planner for New Jersey Widows, Special Needs Families, and Inheritances Nicholas J. Scheibner, CFP®, EA For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life. Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later. I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table. That is why I founded Supportive Financial, LLC. A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning. Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent. Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations. My contact information is below: 201-581-0002 (Call or Text) [email protected].  If after our discussion, I am not the right person for you, I will help you find someone who is.

Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

Nathaniel Prentice is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, where he has worked since 2018. Prior to founding his firm, he held roles at Purshe Kaplan Sterling Investments and Altium Wealth Management LLC. Prentice Investment Management, LLC provides discretionary portfolio management and periodic reviews for a select client base, including individuals, related accounts, and charitable organizations. The firm employs a long-only investment approach focused on publicly traded securities, combining fundamental, qualitative, and point-and-figure technical analysis while maintaining diversification and managing accounts on a discretionary basis.

Lawrence Tankel is the principal of LT Advisors LLC, an independent advisory firm based in New City, NY. He holds Series 63 and Series 65 licenses and has four years of industry experience, including five years at Goldman Sachs. In addition to his advisory role, he owns and operates Lawrence Tankel CPA, P.C., where he provides tax preparation, accounting, 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 approximately $53.5 million across 17 accounts, employing fundamental and technical analysis tailored to each client’s objectives, with portfolios that may include derivatives, options, and leverage when appropriate.

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.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Prudential Investment Management Services, LLC, where she worked for 18 years, as well as Empower Advisory Group, LLC and GWFS Equities, Inc. She is the sole advisor at her independent firm. LeBron Financial Services provides financial planning and portfolio management to individual clients, including high-net-worth individuals, and offers retirement plan advisory and education services to small and medium-sized businesses, non-profit organizations, and other entities. The firm employs an investment approach grounded in Modern Portfolio Theory, utilizing diversified asset allocation across mutual funds, ETFs, individual securities, and third-party managers, and delivers both discretionary and non-discretionary services tailored to client objectives.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

Thinley Wangchuk is the sole advisor at Wangchuk Capital, LLC, holding a Series 65 designation with three years of industry experience. He has managed Wangchuk Capital since its founding in 2014. Wangchuk Capital provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment process that includes long-term and short-term trading strategies across various asset classes, including mutual funds, equities, fixed income, real estate funds, ETFs, and non-U.S. securities.

Michael Dymant is the sole advisor at The Eastrade Asset Management Corporation, holding a Series 63 designation with four years of industry experience. He has been with the firm since 1996. The Eastrade Asset Management Corporation provides investment advisory and portfolio management services to individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses fundamental analysis and combines long-term and short-term strategies to create customized portfolios, with a focus on serving charitable organizations and pension or profit-sharing plans.

Charles Carmona is a financial advisor at Westmore Asset Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Torino Capital LLC and Rena Advisors LLC. Westmore Asset Management serves a small, primarily high-net-worth client base, managing approximately $54.5 million across seven accounts. The firm provides investment supervisory services alongside limited business strategy consulting and employs multiple methods of analysis, including charting, fundamental, technical, and cyclical approaches.

Andrew Fox is a CFP® professional with 33 years of experience serving clients through his independent advisory firm, Fox Financial Services, Inc., located in White Plains, NY. He has managed the firm since its founding in 1993. Fox Financial Services provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes tailored asset allocation, long-term holdings, and periodic rebalancing using mutual funds primarily from Dimensional Fund Advisors and Fidelity.

Robert Labick is a CFA® charterholder with 25 years of industry experience. He has been with CJS Securities IA, Inc. since 2023 and has worked with its affiliated entity, CJS Securities, Inc., since 2012. Labick holds a Series 63 license and is based in White Plains, NY. CJS Securities IA, Inc. distributes equity research to high-net-worth individuals, investment companies, and other advisers, focusing on sectors including Consumer, Healthcare, Industrials, Materials, Business Services, and Technology. The firm operates through an affiliated broker-dealer and does not provide portfolio management, custody, or trading services.

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.

Evan Bullington is the principal of Bullington Advisors Inc. and holds a Series 65 credential with three years of industry experience. He has worked at Bullington Advisors since 2022 and serves as Director of Entrepreneur Selection at Endeavor Global, a non-profit organization supporting entrepreneurs. Prior to this, he was employed at Charles Tucker Goods from 2015 to 2020. Bullington Advisors Inc. is a single-principal investment management firm focused on managing pooled vehicles and institutional-style mandates. The firm uses fundamental analysis across a broad range of instruments and typically provides discretionary portfolio management.

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.

Anthony Torchia is a financial advisor at Lone Wolf Trading LLC with a Series 65 credential and four years of industry experience. He has been involved with Lone Wolf Trading LLC since 2016 and also works seasonally at Coral Sea Pools. Outside of advising, he is the founder and CEO of Best Way Technologies LLC, a software company focused on developing tools for trades businesses. Lone Wolf Trading LLC provides discretionary and non-discretionary portfolio management and financial planning to individual, high-net-worth, and corporate clients. The firm uses charting, quantitative, and technical analysis, employing both long- and short-term trading strategies, with a focus on U.S. stock index ETFs and a practice that includes hypothetical performance illustrations and the use of borrowing in managed accounts.

Thomas Faranda is a financial advisor with Hudson View Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Hudson View Advisors provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers both long- and short-term trading strategies, with a notable focus on pension consulting uncommon among independent single-advisor firms.