Bernard Meehan is a CFP® with 14 years of industry experience and operates as the sole advisor at Meehan, Bernard, an independent firm based in Astoria, NY. He has managed a tax preparation business, Forge Financial Services, since 1972, providing tax services primarily to his investment clients. Meehan, Bernard offers portfolio management and investment advisory services to both high-net-worth and non-high-net-worth individuals, managing approximately $7.1 million across 36 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to clients’ risk tolerance and objectives, providing both discretionary and non-discretionary mandates as well as hourly consultative reviews.

P. O'Gorman is the sole advisor at O'Gorman Asset Management, Inc., holding a Series 65 designation and with 23 years at the firm. He also owns an insurance agency, maintaining an active role in insurance sales alongside his advisory practice. O'Gorman Asset Management provides investment advisory services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and financial planning for business retirement plans and charitable organizations. The firm employs a value-oriented investment approach based on fundamental analysis and manages portfolios using individual equities, ETFs, mutual funds, and fixed-income securities.

Garth Weil is a financial advisor at Diversified Strategies LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Diversified Strategies since 2005. Diversified Strategies provides financial coaching, investor education, fiduciary retirement-plan analysis, and consultative investment services primarily for individual investors, trusts, estates, and small business owners. The firm typically introduces clients to Matson Money for discretionary asset management and serves as a co-advisor and liaison throughout the investment process, emphasizing ongoing investor education and periodic portfolio reviews.

Theresa Wan is a CFP® and CFA® charterholder with 13 years of industry experience. She founded Treesa Financial Planning, LLC in 2012 and serves as its sole advisor. The firm provides fee-only financial planning and investment consultation services to individual and family clients, focusing on comprehensive plans, retirement projections, and limited-scope sessions. Treesa Financial Planning employs a globally diversified, core-and-satellite investment approach that combines passive index funds with active management, and operates on hourly and fixed fees rather than percentage-of-assets billing.

Timothy Kuznetsov is a CFA® charterholder with Series 65 registration and a background that includes positions at Morgan Stanley Investment Management, Franklin Templeton Investments, and Manning & Napier Advisors. He has been affiliated with Libris Capital Management LLC since 2021. Libris Capital Management LLC provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, using a combination of cyclical, fundamental, and quantitative analysis. The firm creates customized Investment Policy Statements for each client and employs both long- and short-term trading across a range of asset classes.

Samuel Schaeffer is a financial advisor at Lords Wealth with five years of industry experience. He holds a Series 65 designation and has previously worked at B S F S Advisors and The Leneta Company. Outside of advising, he also works as a personal coach and serves as an administrator for The Leneta Company, a manufacturing business. Lords Wealth provides investment education, advisory, and limited financial consulting services to individual investors, focusing on buy-and-hold equity mutual fund portfolios for long-term capital appreciation. The firm emphasizes client-directed account management, structured educational workshops, and publishes detailed historical and backtested performance data for its recommended funds.

Charles Chiu is a financial advisor with Golden Lake LLC in Parsippany, NJ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding Golden Lake LLC in 2013, he worked at TFS Securities, Inc. from 2015 to 2020. Golden Lake LLC provides investment management and consulting services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm employs a top-down, market-cycle approach incorporating macroeconomic analysis, market timing, tactical overlays, and quantitative technical analysis.

Laurence Guberman is a financial advisor at Constantine Barry Asset Management (CBAM) with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bear, Stearns & Co. Inc. since 1998. CBAM provides investment supervisory services and consulting to individuals, charitable organizations, corporations, and institutional sub-advisory programs. The firm uses a data-driven, personalized investment approach that incorporates fundamental analysis and mutual fund/ETF evaluation, managing most client assets on a non-discretionary basis and serving a notable non-U.S. client base.

Rushi Patel is a financial advisor at Fairbridge Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Gibbs Wealth Management. Patel also operates a separate insurance business as a licensed insurance producer. Fairbridge Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $15.3 million across 55 client relationships. The firm employs tactical equity strategies focused on thematic and dividend value equities and integrates ongoing supervision and rebalancing based on client-specific investment policies.

Taraje Williams Murray is a financial advisor at Coroebus Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011. Outside of advisory work, he owns and operates a lifestyle brand and clothing company, founded a technology firm, and delivers sports seminars and coaching. Coroebus Wealth Management serves ultra- and high-net-worth individuals, family offices, and business entities, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a multi-family office model with a fiduciary focus, integrating behavioral financial planning and various analytical methods while accommodating clients’ risk tolerances and investment preferences.

Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions in Montebello, NY. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to founding her firm, she worked at JPMorgan Chase & Co. for nine years and at McKissack & McKissack for two years. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates by providing financial planning, portfolio management, tax planning, IRS representation, insurance planning, and educational workshops. The firm integrates tax representation and financial planning, tailoring advisory services to clients' goals and risk tolerance, and offers both discretionary and non-discretionary investment management.

David Dowd is a CFP® professional with 16 years of experience in financial planning. He has operated Dowd Financial Planning since 2009 in Montclair, NJ. Dowd Financial Planning is an independent, fee-only firm providing comprehensive financial planning to individuals and families through annual retainers, project retainers, and shorter Financial Fitness Reviews. The firm offers non-discretionary, tailored recommendations focused on tax-aware investment strategies and integrated financial and tax planning without managing client assets directly.

Giovanni Gambino is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Inner Circle Platinum Advisors LLC since 2011. He also operates a separate tax preparation and planning business, where he serves as president and sole owner. Inner Circle Platinum Advisors provides financial planning and investment advice to individuals, businesses, charities, and small pension plans, focusing on a conservative, advice-driven approach that emphasizes mutual funds and broad asset-class guidance. The firm offers hourly consulting and fixed-fee subscription arrangements, with clients implementing recommendations themselves rather than granting trading discretion or custody.

Kyle Wright is the principal of Wright Financial Advisory LLC in West Orange, NJ. He holds a Series 65 credential and has prior work experience at Brilliant Earth. Wright Financial Advisory LLC is an independent, fee-only firm offering comprehensive financial planning and investment consultation to individuals and small businesses. The firm provides advice on a non-discretionary basis without managing client assets, using fundamental and macroeconomic analysis delivered through various engagement models including hourly consulting and subscription services.

Daniel Simonds is the principal and sole adviser at Contrary Investment Advisors with 30 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Simonds previously worked at Grove Point Investments, LLC for 29 years before founding Contrary Investment Advisors in 2010. He has also been involved in employee benefits and insurance sales since 1990. Contrary Investment Advisors is an independent, single-adviser firm serving individuals, high-net-worth clients, trusts, charitable organizations, and employer-sponsored retirement plans. The firm offers pension consulting, discretionary asset management, a Capital Group Direct‑at‑Fund mutual fund service, and financial planning, emphasizing fundamental analysis and client-specific investment policies.

Scott Doyle is a financial advisor at Horicon Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he works as a bartender with Dehart Associates LLC. Horicon Wealth Management is a fee-only, SEC-registered investment adviser that primarily serves employer-sponsored retirement plans and also offers financial planning and wealth management services for individuals. The firm integrates goals-based planning with modern portfolio theory and provides pension consulting and ERISA 3(38) investment management services.

James Chen is the sole advisor at Solid Street Capital Management in Pine Brook, NJ, holding Series 63 and Series 65 designations with 11 years of industry experience. He has been affiliated with City Index Group since 2012. Solid Street Capital Management offers discretionary portfolio management primarily for pooled vehicles and institutional or corporate accounts, utilizing a blend of technical, fundamental, and statistical analysis. The firm employs a proprietary SS-Rating system to guide security selection and position sizing, and emphasizes client education through seminars, workshops, and published materials.

Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

James Vorchheimer is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Integrated Financial Consulting, LLC. He has been with the firm since 2002. Integrated Financial Consulting provides fee-only financial planning and investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, estates, and small businesses. The firm uses a functional asset allocation framework with mutual funds, ETFs, individual securities, and bonds, operating primarily on a non-discretionary basis and offering non-securities advice such as tax and estate planning.

Ronn Yaish is the sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 11 years of industry experience, having founded Yaish Financial Services LLC in 2015. Outside of advisory work, Yaish is involved in life insurance sales and operates Yaish Media Group, an online business offering courses and educational content on leadership, marketing, and personal finance. Yaish Financial provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed, asset-class model portfolios, with a formal pension consulting practice that includes fiduciary services and participant education.