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.

Timothy Duncan is a financial advisor with Duncan Financial Group, LLC, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked with Commonwealth Financial Network since 2002 and has been associated with Duncan Financial Group since 1998. Duncan Financial Group, LLC provides customized financial planning and consulting services for individuals and families, focusing on areas such as tax, estate, retirement, education, business planning, budgeting, and investment analysis. The firm uses a fixed-fee planning model without offering asset management or discretionary portfolio management, and its recommendations emphasize mutual funds and ETFs supported by economic and fundamental analysis.

James Vaughan III is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vaughan and Company Securities, Inc. since 1986 and also served on the faculty of Fairleigh Dickinson University for 14 years. In addition to his advisory role, he oversees the day-to-day operations of Officer Pension Administrators Inc., a retirement plan administration firm. Vaughan is also an attorney-at-law. Vaughan and Company Securities, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses, managing both discretionary and non-discretionary assets. The firm employs a diversified investment approach incorporating fundamental, cyclical, and quantitative analysis, and offers services including portfolio management, pension consulting, and 529 education account management.

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.

Frank Berrios is a financial advisor at Drum Hill Capital, LLC with Series 65 registration and one year of industry experience. He previously worked at Bank of America for one year and was a full-time student for nine years. Drum Hill Capital primarily advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines macro analysis with fundamental research to implement diversified model asset-allocation strategies and is notable for its use of margin and derivatives in separately managed accounts.

Kevin Mattison is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2005. He holds the Series 63 designation and is based in New York, NY. Mattison is a director of multiple affiliated entities, including Avior Capital Markets Proprietary Limited and Avior Capital Markets International Limited, among others. Avior Capital Markets US, LLC serves U.S. institutional clients by distributing foreign equity research and facilitating execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, supported by its integration with foreign affiliates.

Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He has previously worked at KDM Capital, Saxony Securities, Wunderlich Securities, Inc., and Dominick & Dickerman LLC. IKE Capital provides discretionary and non-discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build diversified, risk-appropriate portfolios primarily focused on large-cap equities, along with fixed income, REITs, ETFs, and private investments.

Kara Cooke is a financial advisor at Mary & Pip with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online, app-based advisory program, using proprietary algorithms to generate ETF-based portfolio recommendations and manage accounts on a discretionary basis.

Mary Nader is a Series 66-registered financial advisor with Mary & Pip in New York, NY, bringing three years of industry experience. She previously worked at Deutsche Bank Securities and Deutsche Bank Trust Company Americas from 2020 to 2025. Outside of financial advising, she manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships, and has modeling representation through Ford Models. Mary & Pip provides discretionary, ETF-based portfolio management through an online, app-based platform. The firm serves individual retail investors and families with algorithm-driven investment advice, emphasizing strategic asset allocation, long-term holdings, and periodic rebalancing.

Theodore Goneos is an advisor at Chesapeake Asset Management LLC with Series 63 and Series 65 credentials. He has over 20 years of industry experience, including 23 years at Endevon Capital, LLC, where he was managing member of two business consulting entities. He currently serves as trustee of a private trust associated with Endevon Capital. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm offers discretionary portfolio management and financial planning through its Private Wealth Division, as well as non-discretionary advisory and operational support for alternative investments via its Alternatives Advisory Group.

Andrew Cabrera is a financial advisor with Matrix Private Wealth Management Inc. He holds a Series 65 designation and has two years of industry experience. Cabrera has been with Matrix Private Wealth Management and Colonial Life for ten years each. In addition to advising, he is a licensed insurance agent involved in life and health insurance sales in New York and New Jersey. Matrix Private Wealth Management serves individual clients, high net worth individuals, charitable organizations, and businesses. The firm offers portfolio management, third-party money manager selection, and retirement plan referrals, primarily using model portfolios and outside managers with investment approaches grounded in modern portfolio theory and various analytical methods.

Yosef Stilerman is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has been involved in real estate investment management through multiple entities, including YZ Builders LLC and Sayaset Capital Financing LLC, where he serves as manager. Creative Capital provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios based on client objectives and utilizes various investment strategies, including equities, options, and real-estate partnership interests.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor since 2003, alongside his role at Stratacore since 2014. Desalvo is also licensed to sell insurance products, an activity to which he devotes a small portion of his time. Stratacore Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, managing approximately $97 million in assets. The firm combines fundamental, technical, and cyclical analysis in its investment approach, providing both discretionary and non-discretionary asset management and ERISA plan advisory services.