Neil Murphy is a financial advisor with NPM Consulting, LLC in Ridgewood, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Rose Wealth Advisors LLC since 2024 and has been with NPM Consulting since 2012. NPM Consulting provides financial planning, tax preparation, and investment management services primarily to high-net-worth individuals, related trusts, and select pension plans and business entities. The firm builds customized portfolios using fundamental and technical analysis, asset allocation, and active management, incorporating a range of securities and derivatives, and also offers a managed futures program for accredited investors.

Tipiwa Walker is a CFP® and Series 65-registered financial advisor with two years of industry experience. She is the sole advisor at Lucre Advisory LLC, an independent firm she established in 2023. Her prior experience includes roles at Wescott Financial Advisory Group and Money Map, as well as operating Lucre Personal Finance from 2014 to 2020. Lucre Advisory LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses, offers socially responsible investing options, and routinely uses third-party managers to implement customized portfolios.

Youwei Jing is an advisor at Alterra with a Series 65 designation and no prior industry experience. Before joining Alterra, Jing worked at several companies including DevelopIntelligence, Bubble, and Correlation One. Alterra Group LLC is an independent investment adviser specializing in managing short box spread options strategies using exchange-traded, European-style S&P 500 index options. The firm serves individuals, other advisers, and small businesses, focusing exclusively on these strategies without providing comprehensive financial planning.

Humberto Portillo is a financial advisor at Financial Freedom Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with his current firm since 2015. Financial Freedom Management LLC is a fee-only registered investment adviser serving individuals, trusts, estates, and pension plans with approximately $8.1 million in assets under management. The firm uses a rules-based quantitative approach to asset allocation, incorporating low-cost mutual funds and ETFs, tax-loss harvesting, and leverage strategies, with a focus on special-needs planning and community education through seminars and workshops.

Anthony Torchia is a financial advisor at Lone Wolf Trading LLC with a Series 65 credential and four years of industry experience. He has been involved with Lone Wolf Trading LLC since 2016 and also works seasonally at Coral Sea Pools. Outside of advising, he is the founder and CEO of Best Way Technologies LLC, a software company focused on developing tools for trades businesses. Lone Wolf Trading LLC provides discretionary and non-discretionary portfolio management and financial planning to individual, high-net-worth, and corporate clients. The firm uses charting, quantitative, and technical analysis, employing both long- and short-term trading strategies, with a focus on U.S. stock index ETFs and a practice that includes hypothetical performance illustrations and the use of borrowing in managed accounts.

Thomas Faranda is a financial advisor with Hudson View Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Hudson View Advisors provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers both long- and short-term trading strategies, with a notable focus on pension consulting uncommon among independent single-advisor firms.

Shawn O’Brien is a financial advisor at Cois Dara Investing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cois Dara Investing, he worked at Diageo and Loudpack. Cois Dara Investing provides ongoing portfolio management to individual and high-net-worth clients, emphasizing a long-term trading strategy supported by charting, fundamental, quantitative, and technical analysis. The firm prepares Investment Policy Statements for clients and seeks discretionary authority to implement portfolio decisions, primarily recommending equities along with mutual funds, ETFs, commodities, non-U.S. securities, and venture capital funds to diversify portfolios.

Mark Mcnally is the sole advisor at Megstar Financial Management Inc. in Montvale, NJ, with 31 years of industry experience. He has worked at Megstar since 1992 and concurrently serves as a television production technician at WNYW-TV since 1977. Megstar Financial Management provides discretionary portfolio management and general financial advice to a select individual client base. The firm utilizes Modern Portfolio Theory to build diversified, low-turnover portfolios and emphasizes transparent reporting and conflict reduction through specific trading practices.

Alexander Selem is the principal at Archedia Capital LLC, an independent advisory firm, and holds a Series 65 credential with six years of industry experience. He also works as Director of Data and Research at The Travelers Companies, where he conducts predictive modeling and data science related to workers compensation claims. Archedia Capital LLC provides discretionary investment management and portfolio advisory services to a small client base that includes individuals, high-net-worth clients, trusts, retirement plans, and certain business entities. The firm combines passive ETF-based allocations with active, systematic strategies driven by quantitative models and statistical arbitrage, employing risk controls such as position limits and diversification.

Steven Copeland is a CFP® professional with four years of industry experience. He is the sole advisor at Shfp, LLC and has been associated with Safe Harbor Financial Planning since 2003. Shfp, LLC is an independent firm providing fee-only investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $88.9 million across about 25 clients, primarily using a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis with a focus on individual equities, fixed income, mutual funds, and ETFs.

Ralph Condis is the principal of Executive Business Financial Planning in Dumont, NJ, with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has been with his current firm and Purshe Kaplan Sterling Investments since 2004. Outside of his financial advisory role, Mr. Condis is involved in religious missions as a Deacon of Humanity, produces original music and educational content, and works with Public Partnerships for NJ, supporting care for autistic and disabled individuals. Executive Business Financial Planning provides investment management and financial planning services to individuals, retirement plans, non-profits, trusts, and institutional clients. The firm employs a combination of proprietary technical and fundamental models alongside third-party asset allocation, utilizing tactical diversification, periodic rebalancing, and tax-aware strategies, including options collars, to manage client portfolios.

John Belluardo is a ChFC® and financial advisor at Stewardship Financial Planning in Tarrytown, NY, with four years of industry experience. He previously worked for seven years at Quadlogic and has been associated with Stewardship Financial Services, Inc. since 2003. In addition to his advisory role, he offers personal trustee and executor services independent of investment management. Stewardship Financial Planning serves individuals, businesses, charitable organizations, trusts, and estates with comprehensive financial planning and investment advice. The firm employs a multi-bucket, long-term buy-and-hold strategy focused on diversification and offers primarily non-discretionary management with a limited product menu and flat, fixed fees.

Frank Avena is a financial advisor at 191 Godwin Associates, Inc. d/b/a Godwin Capital Management, holding a Series 65 credential with 21 years of industry experience. He has been with Godwin Capital Management since 2001 and also operates Warsaw & Avena CPA's PC, a certified public accounting firm. 191 Godwin Associates provides discretionary portfolio management to individuals, pension and profit-sharing plans, corporations, and non-profit organizations. The firm integrates fundamental and technical analysis in its investment process and offers services including Investment Policy Statement development, asset allocation, and wrap-fee program sponsorship.

Brian Redican is the founder and sole advisor of Courseview Capital LLC in Bronxville, New York, with 27 years of industry experience. He has held roles at Arcadia Securities, Wilmington Capital Securities, and Lps Partners Inc before establishing Courseview Capital in 2020. He holds Series 63 and Series 65 designations. Courseview Capital LLC provides portfolio management and financial planning primarily for individual clients, managing approximately $3.09 million across 11 accounts. The firm uses a discretionary approach with a concentrated equity orientation and also offers adviser selection services.

Patrick Keane is a financial advisor at Nevis Equity Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at several firms including Bank of America and Envoy Mortgage, and is involved in entrepreneurial ventures such as co-founding a parking information app and operating a guided-tour business. He is also a licensed mortgage loan originator. Nevis Equity Advisors LLC provides discretionary investment management, wealth management, and financial planning services to individuals and high-net-worth clients. The firm’s investment process is based on fundamental analysis with a long-term focus, incorporating individual stocks, bonds, alternative investments, and cryptocurrency when appropriate, and frequently selects and oversees unaffiliated independent managers as part of its strategy.

Seaver Wang is a financial advisor at Karagosian Financial Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Karagosian Financial Services since 2010. Wang is also affiliated with NPA Asset Management, Inc. and Npa Financial Services, Inc., where he has worked since 2011. Karagosian Financial Services provides personalized financial planning and portfolio management primarily for individual clients, while also serving corporate pension and profit-sharing plans, foundations, endowments, and certain foreign funds. The firm customizes portfolios based on client age, risk tolerance, and financial circumstances, utilizing both fundamental and technical analysis across various strategies including growth, value, and event-driven special situations.

Paul Smith is a financial advisor with Sanders Smith Limited, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Sanders Smith Limited since 2005 and also associated with Osaic Wealth, Inc. since 2006. In addition to his advisory roles, he is a registered representative involved in the sale of commission-based securities products and insurance. Sanders Smith Limited provides financial planning and investment supervisory services to individuals, trusts, companies, and pension plans, focusing on client-specific recommendations and ongoing financial counseling. The firm employs both fundamental and technical analysis, commonly recommending long-term mutual fund strategies, and does not exercise discretionary trading authority for advisory clients.

Robert Groesbeck is a CFA® charterholder and principal at Groesbeck Investment Management Corp, where he has worked for over 33 years. He has 12 years of industry experience and is based in Glen Rock, NJ. Groesbeck Investment Management Corp provides discretionary equity portfolio management to institutional and individual clients, employing a bottom-up investment process with focused dividend growth and earnings growth strategies. The firm manages concentrated portfolios with disciplined valuation criteria and participates in third-party wrap programs as a sponsored portfolio manager.

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.

Adam Kalender is a CFP® with 28 years of industry experience. He is currently with Milestone Asset Management Group, LLC and has previously worked at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also serves as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index funds and ETFs, with tailored investment plans based on each client’s objectives and risk tolerance.