Ketu Desai is the sole advisor at I-Squared Wealth Management, Inc., based in Totowa, NJ, holding a Series 65 designation and having 10 years of industry experience. Since 2016, Desai has led the firm and serves as an independent board member for several closed-end funds, including Saba Capital Income & Opportunities Fund, Saba Capital Income & Opportunities Fund II, and ASA Gold and Precious Metals Limited. I-Squared Wealth Management offers discretionary asset management and institutional investment consulting to individuals, high net worth clients, retirement plans, and employer plan sponsors. The firm employs a broad range of portfolio strategies, including long and short positions, option writing, hedging, and the use of derivatives and structured credit, tailoring portfolios to client goals and risk tolerances.

Arden Rodgers is the sole advisor at Arbus Capital Management, LLC, an independent firm based in New York, NY. He holds the CFA® designation and Series 65 license, with 17 years at Arbus Capital and six years of industry experience overall. Arbus Capital Management is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable institutions. The firm provides discretionary investment management, financial planning, and one-time account reviews, employing a disciplined, low-cost asset-allocation approach focused on broad diversification and tax efficiency.

Sahil Vakil is a CFP® and CFA® credentialed financial advisor at Myra Wealth with eight years of industry experience. His prior roles include positions at BNP Paribas and New York University. Myra Wealth serves individuals, trusts, and businesses through a primarily passive, ETF-based investment approach delivered via an interactive online platform. The firm offers integrated financial planning, investment management, and tax services using a subscription-based model and computer-driven portfolio allocations.

Denny Frasiolas is a financial advisor at Retirement Income Advisory Group LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Retirement Income Advisors, LLC and USA Financial Securities Corporation. Outside of advisory work, he owns an insurance agency focused on Medicare plans and employee benefits and is an author of financial books. Retirement Income Advisory Group LLC is an independent, fee-based advisory firm serving individuals and high-net-worth clients with discretionary asset management and modular financial planning. The firm also offers educational seminars and engages institutional sub-advisors while providing business exit planning and other business-related services.

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.

Richard Ascher is a financial advisor at Wealth Management Advisors, LLC in Livingston, NJ, with 22 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Wealth Management Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and pension and profit-sharing plans. The firm focuses on manager selection and monitoring, fixed-income portfolio management, and written financial planning, typically delivering advice on a nondiscretionary basis while emphasizing oversight of third-party managers.

Roman Mordkovich is the sole advisor at Mordkovich Capital, LLC, an independent firm based in Westfield, NJ. He holds the CFA® designation and has 12 years of industry experience, having founded Mordkovich Capital in 2013. Mordkovich Capital serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios and employs both traditional and higher-risk trading strategies, including performance-based fee arrangements for qualified investors.

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Anand Narayan is the founder of Kenobi Wealth and holds a Series 65 credential with one year of experience in financial advising. Prior to establishing Kenobi Wealth, he worked at Teksana Inc for eight years and IT Trailblazers LLC for one year. Outside of his advisory role, Mr. Narayan is involved in educational activities, including hosting the "$10M Insider Podcast" and authoring the book *Exit By FORCE*. Kenobi Wealth provides comprehensive financial planning, investment management, tax planning, and insurance strategy primarily for individuals and families, with a focus on young families, first-generation wealth builders, and high-earning professionals. The firm uses a long-term, goal-based investment approach grounded in evidence-based allocation and behavioral finance, delivering services through a tiered, subscription-based model that includes both personal and business advisory elements.

George Spinelli is a CFP® professional with 19 years of industry experience. He has been the principal of Spinelli Financial Advisors, Inc. since 1998. In addition to his advisory role, he owns and manages a certified public accounting firm, Mark G. Spinelli, CPA, which provides substantial tax planning and preparation services. Spinelli Financial Advisors is an independent, fee-only firm serving individuals and corporations with defined financial planning and ongoing portfolio supervision. The firm employs a range of analytical techniques and investment strategies, manages approximately $31 million in assets, and generally serves higher-net-worth and institutional clients.

Alex Jastrzab is the sole advisor at Attuned Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior professional background includes roles at Macquarie Capital, The Carlyle Group, Ampla Technologies Inc, and Fidelity National Information Services, Inc. Attuned Wealth LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm’s approach uses model portfolios primarily implemented with low-cost ETFs and mutual funds, offering customization for tax management and values- or factor-based adjustments.

Adam Frank is a CFP® professional with six years of industry experience. He is the founder and sole advisor at Frank Finances LLC in New York, NY, where he has worked since 2019. Prior to that, he was self-employed and also worked at System Financial from 2016 to 2018. Outside of his advisory role, Mr. Frank provides financial coaching focused on budgeting and debt management. Frank Finances offers financial planning, investment management, educational seminars, and pension consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm emphasizes strategic asset allocation through proprietary model and custom portfolios, typically operating on a non-discretionary basis while also providing discretionary management options. It is notable for its small client base, non-discretionary assets under management, and its firm-led educational and pension consulting services.

Ryan Volpe is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Volpe Investments LLC, an independent firm he founded in 2025. His prior experience includes roles at LPL Financial LLC, Edward Jones, Foresters Financial, and TIAA. Volpe Investments LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and corporate entities. The firm’s investment approach incorporates a blend of charting, cyclical, fundamental, quantitative, and technical analysis, offering exposure to a broad range of asset classes including private placements and venture capital.

I’m Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fee-only fiduciary financial planning and investment management firm based in Hoboken, NJ, serving clients virtually nationwide. I work with women taking the lead in their financial lives, mainly in their 40s, 50s, and 60s: - Single professional women, who have built their savings on their own and want a plan for retirement - Widows, managing financial decisions after the loss of a spouse - Women after divorce, who are rebuilding a retirement plan around a new financial picture - Women nearing retirement, deciding when to stop working, how to draw income, and which pension and Social Security choices to make - Professional women with equity compensation, deciding what to do with RSUs, stock options, and company stock My commitment to women’s financial security is both professional and personal. I grew up watching my mother and grandmother, two independent women, work hard and manage carefully while still carrying financial anxiety. Their experiences shaped my lifelong advocacy for women who carry the financial decisions alone, and my belief that you deserve clear advice and a financial partner who listens. At Align, we connect retirement, investments, tax planning, equity compensation, and estate planning coordination into one coordinated plan. We help you put that plan into practice and revisit it as your life changes. I explain the details in plain English, show you the trade-offs, and welcome your questions, so you understand what we recommend and why. Outside of work, you’ll usually find me with my husband and our two daughters, recording my podcast, Align Your Retirement, or speaking to help more women make informed decisions about their futures.

William Siuta is a financial advisor at S Financial Advisory LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at KKR & Co. Inc, Tudor Investment Corporation, Bridgewater Associates, and DataRails. S Financial Advisory is a state-registered investment adviser that serves individuals and high-net-worth clients with discretionary investment management and fiduciary guidance for retirement accounts. The firm employs a primarily long-term, fundamental, and top-down investment approach and utilizes unaffiliated third-party managers and private fund sponsors for portions of client assets.

Peter Culver is a financial advisor at IWM Advisors, LLC in New York, NY with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BNY Mellon Securities Corporation and Freedom Family Office, where he is also a managing member. IWM Advisors, LLC serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing financial planning and recommending third-party money managers. The firm focuses on fundamental analysis and modern portfolio theory and does not manage client portfolios directly but conducts manager due diligence and monitoring.

Dee Ann Fox is a Certified Financial Planner® based in New York, NY, with 28 years of experience in financial planning. She operates as the sole advisor at Dee-Ann R. Fox, CFP, providing individualized financial and investment planning services. Her firm offers fee-only financial planning and investment advice to individuals, couples, high-net-worth clients, and trusts, managing approximately $34.7 million in assets without imposing a minimum account size. The firm emphasizes asset allocation, diversification, tax efficiency, and low-cost investment options, using primarily fixed-fee, hourly, and retainer billing rather than percentage-of-assets fees.

Theodore Weisberg is the sole advisor at Seaport Asset Management, LLC in New York City, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been affiliated with Seaport Securities Corp. and Seaport Securities since 1980 and has operated his own business, T.P. Weisberg, since 1974. Weisberg also serves as CEO of Seaport Securities Corp. Seaport Asset Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm focuses on long-term, tax-efficient capital appreciation through a value-oriented equity strategy that combines fundamental and technical analysis, offering portfolios typically diversified across sectors with concentrated holdings.

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.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes roles at Shiseido Americas Corporation and Marubeni America Corporation. In addition to his advisory work, he maintains a full-time external tax role and provides tax consulting. Amber Wealth Advisors is an independent firm offering fee-only financial planning to individuals and high-net-worth clients, focusing on areas such as business planning, retirement, and tax considerations. The firm provides investment analysis and recommendations without discretionary portfolio management, using a fixed or hourly fee model rather than percentage-of-assets billing.