Colleen Sorrentino is a CFA® charterholder with over 33 years of industry experience. She has been with Kelleher Financial Advisors, LLC since 2003 and is also affiliated with Wall Street Access. Kelleher Financial Advisors provides investment advisory services to individuals, families—including high net worth clients—trusts, institutions, corporations, and pension plans. The firm offers discretionary and limited non-discretionary account management, third-party money manager selection and monitoring, and family office consulting, with distinct divisions focused on long-term equity management, balanced portfolios, and value-oriented concentrated equity strategies.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Alan Reef is a financial advisor at Cary Street Partners Asset Management with six years of industry experience. He holds a Series 65 designation and previously worked at Tradition Asset Management from 2013 to 2020. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative asset allocation and qualitative fundamental analysis across its model portfolios and separate accounts, and it manages a proprietary actively managed ETF along with wrap fee and model programs.

Jean Cocinescu is a Series 66-credentialed financial advisor at Atcap Partners, LLC with 17 years of industry experience. His prior roles include positions at National Securities Corp and National Asset Management. Outside of his advisory work, he operates a sole proprietorship involved in real estate and bookkeeping. Atcap Partners serves individual clients across wealth levels as well as institutional entities, offering investment management and financial planning through tailored portfolios and a combination of proprietary strategies, sub-advisors, and third-party asset managers. The firm is notable for its use of fundamental and technical analysis, market-timing strategies, and inclusion of alternative investments alongside comprehensive back-office support for affiliated investment entities.

Sahil Gupta is a Series 65 licensed financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Ernst & Young LLP and was involved with California Polytechnic State University and its related corporation. Twin Peaks Wealth Advisors manages approximately $585 million for individuals, families, trusts, retirement plans, and other entities, offering discretionary portfolio management, financial planning, and specialized investment strategies through a multi-advisor team approach. The firm emphasizes strategic asset allocation using ETFs and institutional mutual funds, along with tactical overlays and rebalancing.

Frank Geremia Jr. is a financial advisor with Geremia Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Geremia Financial Services since 2005. Outside of his advisory role, he is the managing member of Geremia Capital, LLC, a mortgage brokerage. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $132 million in discretionary assets and sponsors its own wrap fee program, combining top-down macroeconomic allocation with bottom-up fundamental security selection.

Claudia Sadde is a financial advisor at Activest Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Axxets Wealth Management and Nemesis Asset Management LLP. Activest Wealth Management serves individuals, foundations, endowments, and various institutional clients with discretionary portfolio management, consulting, family office coordination, and integrated financial planning. The firm employs a collaborative investment process that includes model portfolios managed through fundamental, quantitative, and risk-based analysis, with an emphasis on international relationships and institutional assets.

Avani Ramnani is a CFP® professional with nine years of industry experience, currently serving at Francis Financial since 2012. She is part of a seven-advisor team based in New York, NY. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce financial planning, and employs both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. 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 $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

Gideon Drucker is a CFP® professional with 12 years of industry experience, currently serving at Drucker Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis in its investment approach.

Richard Semo Jr. is a financial advisor at Geremia Financial Services, LLC with 18 years of experience since joining the firm in 2008. He holds a Series 65 designation and works within a team of five advisors based in Edison, NJ. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $132 million in discretionary assets across roughly 130 client accounts and sponsors its own wrap fee program that integrates portfolio management and brokerage services.

William Keefe is a financial advisor at McRae Capital Management Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with McRae Capital Management since 2016. Keefe serves as a director on the board of Old Point Financial Corporation, a community bank holding company, where he participates in management oversight and governance. McRae Capital Management provides discretionary investment management and financial planning for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a long-term approach to high-quality securities, employing tailored strategies that consider income needs, tax factors, and risk profiles.

Braden De Forge is a financial advisor at GoalVest Advisory LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Plante Moran Financial Advisors and Heidi Washburn State Farm. Outside of his advisory roles, he has experience in other business activities including a venture named Serious Texas BBQ. GoalVest Advisory LLC serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to construct client-specific portfolios, managing discretionary accounts and sponsoring private pooled investment vehicles.

William Romero is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, MML Investors Services, and New York Life. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and business entities, focusing on portfolio management and oversight of third-party money managers. The firm tailors guidance to clients’ objectives and risk tolerance, offering primarily non-discretionary management with integration between advisory, brokerage, and insurance activities.

Kevin Worley is a CFP® professional with four years of industry experience, currently serving at The GenWealth Group, Inc. He has been with the firm since 2019 and also holds a license as an independent insurance agent. The GenWealth Group, Inc. manages discretionary portfolios and provides financial planning and automated investment programs primarily for individual and high-net-worth clients. The firm employs an ETF-based approach that incorporates ESG screening and tactical allocations, leveraging Schwab’s institutional platform and third-party tools to deliver comprehensive portfolio management and client services.

Tenzing Tashishar is a CFA® charterholder at NorthStar Asset Management, Inc. in New York, NY, with six years at the firm since 2020. Prior to joining NorthStar, Tenzing attended Mount Holyoke College from 2017 to 2021. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across multiple asset classes and integrates social and environmental priorities into client portfolios, with specialized services including sub-advisory and OCIO arrangements.

Kevin Oconnor is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jeffrey Matthews Wealth Management since 2011, following prior work with The Jeffrey Matthews Financial Group. Outside of his advisory role, he serves as Secretary/Treasurer of C.S. Trendt, Inc., a public relations consulting company, and is a member of the advisory board of First Bank of Greenwich. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across 347 client relationships.

Boris Mirvis is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2017 and previously at RBC Capital Markets from 2009 to 2017. Mirvis is also a licensed insurance producer with his current firm. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients with a team of 16 advisors managing approximately $127 million in assets. The firm offers portfolio management through an in-house wrap fee program, access to independent money managers, customized financial planning, and educational seminars, using both discretionary and non-discretionary strategies.

Leo Tropeano is a financial advisor with Tilson Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Tilson Financial Group since 1999 and at American Portfolios Financial Services, Inc. since 2012. Tropeano is also Co-President of Tropeano & McGrady PC, an accounting practice providing tax and accounting services, and serves as an independent insurance broker. Tilson Financial Group serves individuals, trusts, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory approach, focusing on globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, and utilizes institutional custodial platforms alongside sub-advisory arrangements.

Trevor Sarif Killea is a financial advisor at Geometric Wealth Advisors, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Mount Sinai Health Partners and Boston Consulting Group. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, by providing personalized wealth management that integrates discretionary investment management with comprehensive financial planning, including tax and estate planning support. The firm focuses on long-term, broadly diversified investment strategies and employs a multi-owner model with a sizable organizational footprint relative to its size.