Oscar Santaella is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercam Advisor, Inc., Intercam Securities, and Banorte Asset Management. Santaella dedicates a portion of his professional time to an affiliated investment-related business based in Miami, Florida. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

David Linsen is a financial advisor at Abner, Herrman & Brock, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lord Abbett Distributor LLC for 20 years and Summit Financial, LLC for one year. Outside of his advisory role, he manages the finances for a real estate business that builds and sells spec homes. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a top-down investment process combining fundamental, technical, cyclical, and quantitative analysis, with tailored portfolios focused on large-cap equities and laddered, investment-grade fixed income.

Marco Lima is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at MRA Advisory Group since 2017, following prior roles at Niagara International Capital Limited and Ameriprise Financial Services. In addition to his advisory duties, he is involved with MRA Capital Partners, a private equity hedge fund, and owns related management and tax service entities. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, including portfolio management, retirement planning, insurance placement, and tax preparation through an affiliated CPA practice. The firm serves retail and high-net-worth clients, offering risk-based model portfolios and customized solutions that may include alternative investments and private equity.

Michael Lamagna is a financial advisor with Traphagen Financial Group, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2019 and at E*TRADE Capital Management and E*TRADE Securities since 2015. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate planning services alongside investment advice.

John Hounsell is a financial advisor at Wiss Private Client Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Wiss since 2021, with prior roles at NUS Consulting Group and Drew University. Wiss Private Client Advisors, LLC manages approximately $810 million for about 138 clients, including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, utilizing a blend of fundamental and technical analysis with both long- and short-term strategies.

Chen Li is a CFA® charterholder with six years of industry experience, currently serving as an advisor at GoalVest Advisory LLC since 2024. Prior to joining GoalVest, Chen worked at Goldman Sachs for five years and has experience with The Ayco Company LP. Outside of finance, Chen has been involved with the United Nations and entrepreneurial ventures such as Anything But Beer. GoalVest Advisory LLC primarily 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 build customized long-term portfolios and sponsors private investment funds with performance-based compensation structures.

Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.

Robert Mehlin is a financial advisor at Key Client Fiduciary Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coastal Investment Advisors, Coastal Equities, and Wells Fargo Advisors Financial Network. Mehlin is the sole member of Ryan Gregory Securities, LLC, where he performs payroll and bill paying duties without compensation. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to construct and monitor portfolios.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Satovsky Asset Management since 2015. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for structured notes, private placements, and third-party managers.

Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.

John O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. He works within a two-advisor team based in Verona, NJ. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with semi-annual portfolio reviews.

Brenda Sakon is a CFP® with three years of industry experience currently advising at Francis Financial in New York, NY. Her prior roles include positions at Chicory Wealth and Benedetti, Gucer & Associates. Outside of finance, she has experience working with Immaculate Heart of Mary Catholic Church and previously operated Numma Numma LLC. Francis Financial is an SEC-registered advisory firm managing approximately $803 million, serving individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce planning, and emphasizes strategies including asset allocation and mutual fund/ETF analysis.

Carter Duddy is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Spartan Capital Securities, LLC and CB Insights, as well as work related to job searches and time as a student at Lehigh University. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities. The firm provides portfolio management and oversight of third-party money managers, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Patrick York is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Premier Path Wealth Partners, LLC, joining the firm in 2023 after 11 years at Bank of America and 12 years at Merrill. Premier Path Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process that incorporates fundamental, technical, and portfolio construction methods across various instruments and uses third-party platforms and managers to implement strategies in both custody and held-away accounts.

Stephen Sikes is a financial advisor with Public Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at McKinsey & Company from 2013 to 2017 and various firms affiliated with Social Finance, Inc. since 2017. Public Advisors serves primarily individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary technology for account implementation, rebalancing, and tax-loss harvesting, and offers investment options including U.S. Treasury ladders, direct indexing, and AI-generated custom index accounts.

Richard Flora is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Realta Equities, Inc. Flora is also a co-owner of Key Client Financial Advisors LLC, where he subleases office space. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct client-specific portfolios with ongoing monitoring and quarterly reviews.

Alexander Paszkiewicz is a financial advisor with CFS Investment Advisory Services LLC, holding a Series 65 credential and five years of industry experience. Before joining CFS in 2020, he worked in various roles including at Professional Title Associates, Inc. and engaged in tennis instruction. He serves on the board of Ability School, a private education organization for children ages 3-13. CFS Investment Advisory Services provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities, managing approximately $2.73 billion in assets as of year-end 2025. The firm tailors portfolios using mutual funds, ETFs, individual securities, and Independent Managers, and offers both discretionary and non-discretionary account management.

Luciano Betman is a financial advisor at Green Ridge Wealth Planning LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked at Loyola University Maryland and Oratory Preparatory School. He also holds a New Jersey Real Estate Referral License. Green Ridge Wealth Planning provides discretionary portfolio management, fixed-fee financial planning, and pension consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm primarily advises on exchange-traded funds using firm-developed model portfolios and employs fundamental and cyclical analysis in its investment approach.

Jerold Francus is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2015. Outside of his advisory role, Francus works part-time as a ski and snowboard instructor at Keystone Resort with Vail Resorts. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of 16 advisors and offers portfolio management through in-house wrap fee programs, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across about 347 client relationships.

Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.