Michael Tripicchio is a Series 65 licensed financial advisor with Total Alignment Wealth Advisors, LLC, where he has worked since 2022. He has three years of industry experience and has held prior roles at ShopRite, Rowan University, Pure Energy Hair Studio, and educational institutions. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, offering comprehensive financial planning and family office services. The firm focuses on planning and oversight, coordinating with outside portfolio managers while clients retain custody and implementation responsibility.

Thomas Menacho is a financial advisor at Kineo Capital LLC in New York, NY, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HSBC Securities (USA) Inc. for five years before joining Kineo Capital in 2021. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, utilizing a mix of fundamental, technical, quantitative, and qualitative analysis alongside artificial intelligence and machine learning tools. The firm is notable for its use of derivatives across multiple strategies and for serving as a sub-adviser to private funds and pooled investment vehicles.

Ronald Bartlett is the principal and sole advisor at Ronald A. Bartlett & Associates, Ltd., an independent firm based in Flushing, NY. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Bartlett has operated his advisory and insurance practice since 1992. In addition to his advisory work, he teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates, Ltd. primarily serves individual clients, trusts, estates, and certain pension or profit-sharing plans. The firm provides discretionary asset management, financial consulting, and in-house tax preparation and insurance services, focusing on retirement planning through a fundamental research approach and an asset-allocation framework emphasizing long-term holdings.

Sherli Looi is a Series 65-licensed financial advisor at Garrison Bradford & Associates Inc with four years of industry experience. She has been with the firm since 2012. Garrison Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships. The firm focuses on long-term, fundamentally driven growth investing and tailors accounts to client objectives while managing risk through diversification.

Henry Strudwick is a Series 65-credentialed advisor at Hudson House Capital Incorporated with one year of experience. He has prior associations with Accredo Financial Services Ltd. and Albemarle & Company Ltd., where he has worked for eight and twelve years respectively. Hudson House Capital Incorporated is a fee-only registered investment adviser that provides discretionary investment management and comprehensive wealth planning services to individuals, charitable organizations, and businesses. The firm uses a combination of passive and active investment approaches with an emphasis on asset allocation and manager selection, serving a diverse client base including non-high-net-worth individuals.

Antonio Gonzalez is a financial advisor at Great Wealth Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great Wealth Investments since 2022. Prior to that, he spent nine years at Apex Clearing Corporation and is involved in business consulting through Great Wealth Consultants LLC. Additionally, he is a non-equity partner in an investment banking firm specializing in mergers and acquisitions sourcing. Great Wealth Investments provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $15.6 million across 51 client relationships, offering discretionary portfolio management and advice on specialized areas including direct indexing and cryptocurrency exposures.

Oleg Zviagin is a financial advisor at Elevate Planners with five years of industry experience. He holds a Series 65 license and has worked at several firms including CapFinancial Partners and Proxy Wealth Advisors. Outside of advising, he is a licensed insurance agent involved in insurance-related activities. Elevate Planners is an independent advisory firm serving individuals, small businesses, and corporate retirement clients. The firm offers comprehensive financial planning and portfolio management, combining active management with Modern Portfolio Theory principles, and provides pension consulting and retirement plan services under ERISA regulations.

Maximillian Alden is a financial advisor at Vanquour LLC with one year of industry experience. Prior to joining Vanquour, he worked for Alden Advanced Technologies for five years and at Holderness School for four years. He holds Series 65 and Series 63 licenses. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to construct customized, primarily long-term portfolios while allowing for tactical adjustments and ongoing due diligence.

Kuldeepak Acharya is a financial advisor at Anchín Wealth Management LLC in New York, NY, holding a Series 66 designation with 19 years of industry experience. He has worked at Anchín Wealth Management since 2015 and has been associated with related entities including AnchIn Capital LLC and the CPA firm Anchin, Block & Anchin since 1993. Outside of his advisory role, he is involved with Anchin, Block & Anchin LLP, a CPA firm operating in New York. Anchín Wealth Management serves high net worth individuals, providing advisory services primarily through referrals to third-party money managers. The firm focuses on evaluating and recommending select managers while facilitating communication between clients and those managers.

Melissa Rosenfeld is a financial advisor at Lisch Investment Management LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Leigh Baldwin & Co., LLC and Securities Service Network, Inc. Rosenfeld is also a certified public accountant with significant involvement in an affiliated accounting and tax services firm. Lisch Investment Management LLC is a fee-only adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth, managing diversified portfolios on a discretionary basis with regular reviews and adjustments.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at NM Advisors and Acuris, as well as academic appointments at Clark University and NMIMS University. Portus Wealth Advisors provides discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection for individuals, high net worth clients, charitable organizations, and other businesses. The firm also advises a private pooled vehicle and offers access to less-liquid investments, integrating multiple custodial platforms in its service model.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kensington Capital Corp since 2018 prior to joining Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, businesses, and charitable organizations. The firm uses client financial information and risk profiles to tailor portfolios and employs both technical and fundamental analysis across various investment strategies.

Jonathan Bergman is a CFP® professional with one year of experience at Collaborative Capital Advisors LLC. He previously worked for 13 years at TAG Associates. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities, employing a combination of fundamental, modern portfolio theory, and quantitative analysis to construct tailored investment portfolios.

Joan Yasolsky is a financial advisor at Tuttle Financial Services, Ltd. with over 20 years at the firm and four years of industry experience. She holds the CFA® designation and Series 63 license. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm conducts global reviews of client holdings across various asset types and focuses on tax efficiency, diversification, and investment costs without managing client assets directly.

Jacob Chen is a financial advisor at Vanquour LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Brighton Securities and PneumaTek LLC, and spent nearly two decades at New York University. Outside of finance, he rents units of his residence to tenants. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to build long-term portfolios with tactical flexibility and maintains ongoing due diligence on independent managers.

William Reik, Jr. is a financial advisor at Reik & Co., LLC with 4 years of industry experience. He has been with Reik & Co. since 2006. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for 57 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap securities.

Jason Gilbert is a financial advisor at RGA Investment Advisors, LLC with 12 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with RGA Investment Advisors since 2009. RGA Investment Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a primarily long-term investment process that uses fundamental, technical, and cyclical analysis to construct portfolios including equities, mutual funds, ETFs, bonds, and private placements, while managing both separate accounts and private pooled funds.

Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2018, he worked briefly at Eureka Capital Partners LLC and The Glenmede Trust Company, and has experience in technology consulting through an independent consulting business focused on software and technology for small-to-medium sized businesses. Domani Advisors provides discretionary investment management and consolidated reporting services primarily to individuals, high-net-worth clients, trusts, foundations, and small businesses, using a family-office style approach with a range of investment strategies including derivatives and option strategies.

Scott Krim is a financial advisor with Claris Advisors, LLC, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Kestra Advisory Services and Kestra Investment Services since 2016 and has been associated with Claris Advisors and Krim Advisors since 2012. Outside of advisory services, Krim is involved in the insurance business, including a role as president of Insurance Portal.AI. Claris Advisors, LLC provides consultative financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers written, modular financial plans focused on areas such as estate and asset protection, business succession, retirement planning, insurance, and employee benefits, operating under a planning-only, fixed-fee model without discretionary asset management.

Chagit Raskin is a financial advisor at Valley Financial Management, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Leumi Investment Services Inc. for seven years prior to her current roles at Valley Financial Management, Valley National Bank, and Valley Wealth Managers. Valley Financial Management operates its advisory services through its online platform, Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients who maintain accounts with Valley National Bank. The firm’s investment approach uses client-provided information to generate target portfolios that are automatically implemented and periodically rebalanced.