David Siflinger is the principal of David's Planning Services, LLC in Eastchester, NY. He holds a Series 65 license and has two years of industry experience. Prior to his current role, he worked at DermX Media and RNN-TV. David's Planning Services, LLC offers general financial planning to individuals and small businesses, focusing on budgeting, retirement and investment guidance, insurance advice, tax preparation, and education planning. The firm typically recommends diversified mutual funds and employs a buy-and-hold strategy without managing client assets or accepting discretionary authority.

Srdana Pokrajac is a CFA® charterholder and financial advisor with two years of industry experience, currently serving as the sole advisor at Planbound, LLC in New York, NY. She has been involved with Planbound since 2023 and also maintains a role at Wize Venture, Inc. Outside of her advisory work, she is engaged with Spartan Planning Group, a fee-only financial planning firm serving families, individuals, and organizations. Planbound offers financial planning, wealth management, and financial education services to individuals, high-net-worth clients, and small businesses. The firm uses a diversified, primarily passive investment approach and supports various engagement structures, including asset-based management, flat-fee planning, and hourly consulting.

Richard Russo Jr. is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He has been with RKR Capital Group since 2018 and previously worked at Greenlea Lane Capital Partners from 2016 to 2018. RKR Capital Group provides discretionary equity investment management through separately managed accounts for individual and corporate clients. The firm employs a concentrated, long-only Equity Value Strategy based on bottom-up fundamental research and manages approximately $12.7 million in assets across 21 client accounts.

David Bueno Monge is a financial advisor at Ascent Systematic Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Argon Capital Management and Goldman Sachs International. Ascent Systematic Advisors LLC manages private pooled investment vehicles and separately managed accounts for institutional and sophisticated investors, including pension plans and high-net-worth clients. The firm employs a discretionary, systematically rules-based investment approach focused on trend-following and momentum signals in U.S. equities, with an emphasis on detailed performance reporting and use of prime-broker services.

Mark Reich is a CFP® and PFS™ credentialed advisor based in New York, NY, with over 30 years of experience at his own firm, Mark E. Reich, CPA, CFP. He provides financial planning and investment supervisory services alongside separately billed accounting activities. His firm serves high-net-worth individuals, trusts, estates, and charitable organizations with fee-based planning and periodic investment oversight. The investment approach includes a broad range of strategies, from long-term holdings to short-term trading and option writing, with monitoring conducted through quarterly reports and meetings.

Boaz Witelson is the sole advisor at Sensus Investment Management, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Sensus Investment Management provides advisory services to individual clients and corporate retirement plans, specializing in discretionary portfolio management and non-discretionary pension consulting. The firm uses a top-down, asset-allocation driven approach with quantitative optimization and incorporates derivatives and option strategies to manage risk and costs.

Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC. He has 15 years of industry experience, including 13 years at Tweedy Browne, LLC, and has been with Armadale since 2023. Armadale Asset Management is an independent, single-advisor registered investment adviser that offers discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, business entities, and third-party advisers. The firm employs a bottom-up, fundamental valuation approach focused on small- and mid-cap U.S. equities, utilizing proprietary research and customized strategies including a dedicated REIT portfolio.

Bozidar Jovanovic is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He is the principal advisor at Honey Badger Advisors LLC and serves as a Professor of Practice at Boston College, where he teaches university-level finance courses. His prior experience includes roles at Leumi Investment Services Inc and William Raveis. Honey Badger Advisors LLC provides discretionary portfolio management, financial planning, and consulting services to a select client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental, modern portfolio theory and quantitative analysis to manage accounts, offering both customized and model portfolios under discretionary authority.

Robert Chambers is a financial advisor at 80 Rods Advisors LLC in Larchmont, NY, holding a Series 65 designation with six years of industry experience. He previously worked at BNY Mellon from 2015 to 2022 before founding his current independent advisory firm. 80 Rods Advisors is a single-advisor firm offering comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm employs a long-term, passive investment strategy based on Modern Portfolio Theory and provides tailored financial planning alongside regular portfolio reviews and rebalancing.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC, holding Series 65 and Series 63 licenses with eight years of industry experience. His work history includes roles at Infosys Ltd. and Hiteks Solutions Inc., alongside entrepreneurial ventures with Mykonos Film, LLC and Anthos Entertainment, LLC. ARDROSSAN Wealth Management provides personalized wealth management and financial planning services to individuals, families, trusts, and estates. The firm employs a fundamental, long-term buy-and-hold investment approach and offers portfolio management on a non-discretionary basis with client approval required for each trade.

Kwesi Simmsparris is the principal of Kaspian Wealth Management and holds a Series 66 designation with 20 years of industry experience. He has been with Kaspián Wealth Management Inc. since 2012 and has operated Kaspian Financial Service, Inc. since 2001. In addition to his advisory role, he is a Certified Public Accountant and an insurance agent, providing accounting and insurance services to clients. Kaspian Wealth Management LLC offers investment advisory services primarily to individual clients and qualified retirement plans, including ERISA 3(38) investment management. The firm employs discretionary asset management with asset allocation models, periodic rebalancing, and fundamental analysis, using third-party portfolio construction and reporting services.

Michael Lackwood is a financial advisor with Spring Delta Asset Management, LLC in New York, NY. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role since 2020, he worked at Aurora Private Wealth and APW Capital, Inc. from 2018 to 2020, and at Oppenheimer & Co. from 2011 to 2018. He serves as treasurer for the Brooklyn Emerging Leaders Academy, a charter school, assisting with organizational and budget matters. Spring Delta Asset Management provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and select corporate and institutional clients. The firm manages accounts primarily through two ETF-based model strategies within a firm-sponsored wrap fee program, employing both a leveraged tactical approach and a non-leveraged buy-and-hold approach.

William Haggerty is the founder of The Haggerty Investment Group, LLC, a Ridgewood, NJ–based independent investment advisory firm. He holds a Series 65 credential and has 19 years of experience in the industry. In addition to his advisory work since 2013, Haggerty is the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice established in 2001. The Haggerty Investment Group provides discretionary portfolio management and selects third-party advisers for individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and various investment strategies across equities, debt instruments, ETFs, mutual funds, and other assets, with a concentrated client base and a notable affiliation with the accounting firm Haggerty & Bosch, LLP.

James Denby is the sole advisor at Denby Financial Services, LLC, an independent firm based in Clifton, NJ. He holds the Series 65 designation and has 12 years of industry experience. Denby has led his firm since 2010, providing a range of financial advisory services. Denby Financial Services offers investment advisory and financial planning primarily to individual clients, managing approximately $3.95 million across 26 accounts. The firm combines fundamental analysis and strategic allocation with both long- and short-term trading, operating mostly on a non-discretionary basis, and also provides income tax preparation and small-business accounting and payroll services.

Alan Kotaev is the president and portfolio manager of TPK Advisors LLC, where he has worked since 2010. He holds Series 63 and Series 65 registrations and has 10 years of industry experience. In addition to his advisory role, he is a partner at Alan Trade Inc., a company involved in the export and distribution of Sherwin Williams products in Russia, where he handles contract negotiations and shipment arrangements. TPK Advisors is an independent registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of strategies including technical and fundamental analysis, short sales, option writing, and short-term trading, and conducts regular portfolio reviews with discretionary trading authority.

Brian Quinif is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Twin Bridges Advisory, where he has worked since 2026. His prior experience includes positions at HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Nomura Securities International, Inc. Twin Bridges Advisory is a newly registered SEC investment adviser that plans to serve individuals, high-net-worth clients, trusts, estates, business entities, and employee benefit plans. The firm offers a range of services including discretionary and non-discretionary investment management, standalone financial planning, and pension consulting, with an investment approach focused on long-term, tax-aware, globally diversified strategic asset allocation.

I'm Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fiduciary wealth management firm in Hoboken, NJ. I work with high-net-worth women in leadership roles who have built significant wealth and want a financial partner who understands that wealth is about more than investment returns. Most of my clients are navigating equity compensation, pension and deferred compensation elections, a significant portfolio, and a tax picture that no longer fits on one page, and they want retirement, investments, tax, and estate handled as one coordinated plan, explained without jargon. My approach is collaborative, practical, and rooted in education. I believe financial planning should help you make informed decisions with confidence, not leave you feeling intimidated or confused. Whether we’re discussing stock options, retirement income, or tax strategies, my goal is to explain complex concepts in plain English so you always understand the “why” behind our recommendations. Before becoming a financial planner, I experienced firsthand how uncertainty around money can shape the way we think and make decisions. That perspective continues to influence how I work today. I know every client brings a unique story, values, and goals, which is why I believe the best financial plans are built around people, not products. When I’m not working with clients, you’ll usually find me spending time with my husband and our two daughters, recording educational content, or speaking to help more women feel confident taking control of their financial future.

Itay Maymon is a financial advisor at Clavis Capital Management, LLC with Series 65 credentials and experience dating back to 2014, including prior work at Latium Capital Ltd. He is the founder and CEO of Global Wave Management Ltd., a technology-oriented business focused on developing statistical models and software for the financial industry. Clavis Capital Management provides portfolio management and advisory services primarily to high-net-worth individuals and business entities, using a combination of quantitative and qualitative investment methods. The firm employs strategies such as short-term trading, short sales, trend following, and global macro futures trading across diverse asset classes, operating with trading discretion and incorporating commodity and futures exposure in client portfolios.

Juliusz Sas is the sole advisor at Global Special Situations Research Co. Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. He has been with the firm since 1997. Global Special Situations Research Co. Inc. provides discretionary portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a special-situations equity strategy focused on identifying undervalued acquisition candidates, managing concentrated portfolios with a mid-to-large-cap U.S. bias and a typical recovery horizon of three to five years.

Steven Irgang is a financial advisor at Maci Family Office Advisors in New York, NY, with 4 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Maci Family Office Advisors since 2011. Maci Family Office Advisors is a multi-family office serving affluent families, family offices, individuals, foundations, and trusts. The firm manages approximately $24 million and offers comprehensive services including investment management, succession and trust advice, philanthropic administration, personal CFO work, and concierge support, employing a strategic, tax-aware investment approach focused on long-term, diversified portfolios.