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 previously worked at Apex Clearing Corporation. Outside of his advisory role, he is involved as a non-equity partner in an investment banking firm focusing on mergers and acquisitions and manages a business consulting firm that develops strategy for mid-size businesses. Great Wealth Investments provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs equity and ETF-based strategies with occasional use of cryptocurrencies, direct indexing, and Securities-Backed Lines of Credit, emphasizing customized asset allocations and a blend of fundamental and technical investment approaches.

Madeline Noveck is a CFP® professional with nine years of industry experience. She is currently with Capital Preservation Partners, Inc. and previously worked at Mercer Global Advisors Inc. and Novos Planning Associates Inc. totaling 39 years of experience across these firms. Capital Preservation Partners provides investment advisory and financial planning services to individuals, corporations, trusts, pensions, and profit-sharing plans, managing approximately $222 million in client assets. The firm offers tailored portfolios across various asset classes and employs both fundamental and technical analysis with ongoing portfolio reviews, serving both high-net-worth and non-HNW clients.

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 based in New York, NY, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Vanquour in 2025, he worked at Alden Advanced Technologies for five years and at Holderness School for four years. 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 employs a combination of fundamental and technical analysis to build long-term portfolios while allowing tactical adjustments, maintaining a small, concentrated client base focused on high-net-worth relationships.

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 with Lisch Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with several related entities including Leigh Baldwin & Co., LLC, Hudson River Investment Group, and Lisch & Lisch LLC. Outside of advising, Rosenfeld is involved with a certified public accounting firm that provides accounting and tax services. Lisch Investment Management LLC is a fee-only adviser offering personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth using diversified portfolios and manages approximately $62.7 million across about 100 accounts.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 designation and four years of industry experience. She has been with Portus Wealth Advisors since 2021 and previously worked at Clark University and NM Advisors. Portus Wealth Advisors provides portfolio management and financial planning services to individuals, corporations, charitable organizations, and real estate vehicles. The firm employs both firm-developed and third-party model portfolios, offering discretionary and non-discretionary management while integrating multiple platforms and providing access to private placements and less common investment opportunities.

Jeffrey Simon is a financial advisor with Kensington Wealth Management, LLC in Brooklyn, NY. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Simon has worked at Kensington Capital Corp since 2018 and joined Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning for individuals, businesses, and charitable organizations. The firm customizes portfolios based on client financial information and risk profiles, employing both technical and fundamental analysis across varied 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 previously worked at Brighton Securities and PneumaTek LLC and spent 19 years at New York University. Outside of his advisory role, he rents units in his residence. 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, offering customized portfolios that include diversified mutual funds, ETFs, individual securities, and other investment strategies. The firm combines fundamental and technical analysis for portfolio management and maintains a small, concentrated client base focused on high-net-worth relationships.

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.

Aryeh Rogoff is a financial advisor at Baron Financial Group LLC in Fair Lawn, NJ, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including MML Investors Services, Creative Financial Group, and MassMutual Life Insurance Co. He also has academic experience teaching at Saint Peter's University and the University of Mount Saint Vincent. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

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 at Claris Advisors, LLC with 36 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC, and Osaic FA, Inc. among other firms. Outside of his advisory role, he is involved in insurance businesses, including serving as president and owner 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 tailored, written financial plans focused on areas such as estate protection, retirement, insurance, and employee benefits, operating on a planning-only, fixed-fee model without managing client assets directly.

Jordan Szekely is the sole advisor at Cherrydale Wealth Management, LLC, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has been with Cherrydale Wealth Management since 2014. Cherrydale Wealth Management is an SEC-registered firm serving individuals, families, and high-net-worth clients with comprehensive wealth management and discretionary portfolio management. The firm employs a consultative, long-term, market-based investment approach with customized strategic asset allocations, primarily using ETFs and no-load institutional mutual funds.

Congzhu Yang is a financial associate at HHL Wealth Advisors Inc. in Flushing, NY, with two years of industry experience. He holds a Series 65 designation and also works as a financial associate at HHL Advisors Group, assisting with tax preparation. Prior to this, he studied at New York University and Zhejiang Gongshang University. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small business clients. The firm uses asset-allocation frameworks based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.

Kristopher Grossman is a financial advisor at Kingsbridge Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kingsbridge Advisors and Equitable Advisors since 2009. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, charitable organizations, and other business entities by referring clients to third-party money managers and providing pension consulting to plan sponsors and fiduciaries. The firm does not manage assets directly but conducts ongoing monitoring and reviews for clients.

Lukas De Witt is a financial advisor with Elevate Planners, holding a Series 65 designation and five years of industry experience. Before joining Elevate Planners, he spent four years at Proxy Wealth Advisors LLC. Outside of his advisory work, he is a licensed real estate salesperson assisting clients with home purchases and sales through Mont Sky Real Estate. Elevate Planners is an independent, SEC-registered firm offering comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm combines active management with Modern Portfolio Theory-based allocation and provides a wrap fee program, pension consulting, and retirement plan services under ERISA arrangements.