Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions in Montebello, NY, with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked for JPMorgan Chase & Co. for nine years, providing operational and administrative support in a non-advisory capacity. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates with comprehensive financial planning, portfolio management, tax planning and IRS representation, insurance planning, and community educational workshops. The firm integrates tax representation with financial planning, offering tailored advisory services based on clients’ goals, income, family situation, risk tolerance, and time horizon.

Louise Bryant is a CFP® professional with 23 years at Financial Spyglass and 10 years of industry experience. She operates as a sole advisor at Financial Spyglass in Rye, NY. Financial Spyglass serves individual and high-net-worth clients by providing comprehensive financial planning and investment advisory services, utilizing a passive portfolio construction approach with third-party money managers. The firm maintains non-discretionary relationships, emphasizes written financial plans, and offers educational seminars alongside personalized planning.

Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.

Vinay Munikoti is the sole advisor at System Research, LLC in White Plains, NY, with 14 years of industry experience. He holds a Series 65 designation and has led System Research since 2008. Outside of his advisory role, Munikoti is the CEO of Returnstream LLC, an online newsletter publisher providing trading signals for stocks, mutual funds, and ETFs, as well as Global Dynamic Systems LLC, which sells artwork. System Research provides discretionary portfolio management to individuals and high-net-worth clients, using systematic, research-driven computer models to generate short- to intermediate-term forecasts and implement trades across multiple asset classes. The firm’s explicit market-timing approach and its combination of quantitative program development and diverse strategies, including digital assets, distinguish it within the independent advisory space.

Luke Albright is the sole advisor at Oak Grove Management LLC, an independent firm based in Greenwich, CT. He holds a Series 65 designation and has 12 years of industry experience. Albright has managed Oak Grove since its founding in 2013. Oak Grove Management LLC provides discretionary portfolio management and investment supervisory services primarily to high-net-worth individuals and select institutional clients. The firm employs a variety of analytical methods and manages accounts on a discretionary basis, using performance-based fees for qualified clients and maintaining direct control over portfolio management without outsourcing.

James Botti is a financial advisor at Garrison Phillips, LLC with 7 years of industry experience. He holds the Series 66 designation and has been with Garrison Phillips since 2005. Garrison Phillips, LLC provides investment advisory, management, and financial planning services to individuals, institutions, corporations, trusts, estates, and qualified retirement plans. The firm uses a global macroeconomic framework with sector rotation to guide asset allocation and typically employs ETFs and individual fixed-income securities, while also offering pension consulting and retirement plan sponsor advisory services.

Michael Reisin is a financial advisor with Integrated Wealth Management Solutions, LLC in Port Chester, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Integrated Wealth Management Solutions since 2017 and concurrently at Wunderlich Securities, Inc. since 2016. Integrated Wealth Management Solutions provides customized financial planning and investment management to individual investors, including high-net-worth clients, and small businesses. The firm employs a mix of strategies combining fundamental research with technical and cyclical analysis and offers both discretionary and nondiscretionary portfolio management.

Alan Nadel is a financial advisor at Flying Point Asset Management LLC with 15 years of experience. He holds the Series 65 designation and is based in Chappaqua, NY. Nadel has worked exclusively at Flying Point Asset Management since 2011. Flying Point Asset Management provides discretionary portfolio management and creates individualized Investment Policy Statements for clients, including individuals, high-net-worth individuals, and trusts. The firm manages approximately $55.7 million across 31 accounts, employing a combination of fundamental, technical, charting, and cyclical analysis alongside long- and short-term trading 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.

Muthiah Saravanan is a financial advisor with 13 years of industry experience, currently practicing at JSSR Capital LLC. He holds Series 63 and Series 65 licenses and has prior work history with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and Allstate Insurance Co. JSSR Capital LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental, and technical analysis to manage investment strategies ranging from long-term holdings to short-term trading, including derivatives, and maintains a small, concentrated client base.

Daniel Shaffer is the sole advisor at Shaffer Asset Management, Inc. in Greenwich, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been managing his independent firm since 1998. His career includes hedge-fund experience and activities in publishing and public speaking. Shaffer Asset Management, Inc. provides discretionary portfolio management and investment supervision to individuals, trusts, pension and profit-sharing plans, charitable organizations, partnerships, and corporations. The firm employs an equity-focused Absolute Investment Strategies Program that combines technical, fundamental, and cyclical analysis to seek positive returns regardless of market direction, managing accounts to program objectives rather than benchmark-relative targets.

Christopher Conover is a financial advisor at Hudson Companies with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Hudson Valley Wealth Management for 18 years. Outside of finance, he serves as president of Hudson Private Corp, where he acts as an executive producer on film and television projects, and he is involved administratively with HV Treatment Partners, an outpatient treatment facility. Hudson Companies provides investment management and financial planning services to individuals, high-net-worth clients, and institutional clients. The firm uses model portfolios emphasizing mutual funds, ETFs, equities, and fixed income, and incorporates fundamental and cyclical analysis, treating cash as an asset class. It also offers retirement plan consulting and periodic comprehensive reporting, alongside occasional film investment advice for select clients.

Bruce Julien is the sole advisor at Julien Planning, LLC, an independent firm based in Hackensack, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, with prior roles at National Wealth Management, LLC, and Julien Financial, LLC. In addition to his advisory work, Julien operates affiliated insurance sales and tax-preparation businesses. Julien Planning, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes fundamental and technical analysis to tailor strategies documented in investment policy statements, manages approximately $37 million in client assets, and engages third-party managers as part of its investment approach.

Peter Gallagher is a financial advisor with Unified Retirement Planning Group in Briarcliff Manor, NY. He holds the ChFC® designation as well as Series 63 and 65 licenses and has 31 years of industry experience. His work history includes multiple tenures at Unified Retirement Planning Group and Commonwealth Financial Network. He spends a small portion of his time involved in fixed insurance sales. Unified Retirement Planning Group provides retirement-focused financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and economic analysis alongside strategic asset allocation and long-term investment strategies, and it sponsors a wrap-fee program that bundles management and administrative services into a single fee.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

Douglas Perkins is the sole advisor at Divergence Capital Management in Greenwich, CT, holding Series 63 and Series 66 designations with 30 years of industry experience. He has worked at several firms including Avantax Advisory Services, Old City Securities, and Brookstreet Securities Corporation. Since 2007, he has been managing portfolios through Divergence Capital Management. Divergence Capital Management provides discretionary portfolio management primarily to individual clients using a stock-selection strategy that incorporates top-down macroeconomic analysis and company-specific fundamentals. The firm constructs highly customized, concentrated portfolios with a range of asset types, including equities, debt instruments, commodities, and currencies.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Mark Santangelo is a CFP® with 28 years of industry experience, currently operating through Titan Financial Services, LLC. He has held roles at Purshe Kaplan Sterling Investments, Investment Advisors Asset Management, and Royal Alliance Associates. Outside of financial advising, he owns and manages a CPA firm, Marsan Associates, PC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, utilizing a client-specific investment process that combines model asset-allocation portfolios with fundamental, technical, quantitative, and qualitative security analysis.

Salo Aizenberg is a financial advisor at Downtown Investment Advisory with four years of industry experience. He holds a Series 65 designation and has been associated with Maytal Asset Management LLC since 2013. Downtown Investment Advisory is an independent SEC-registered firm managing approximately $125 million in discretionary accounts for individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on customized fixed-income portfolios with individually selected bonds and income-producing securities, alongside equity index ETFs, applying fundamental, technical, and credit analysis to support long-term growth, income, and capital preservation.