Sean Cole is a Series 65 licensed advisor with Green Ridge Wealth Planning LLC in Montville, NJ, where he has worked since 2021. He has three years of industry experience, including a prior role at Amerisave Mortgage Corporation. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans. The firm uses model portfolios emphasizing ETFs, individual stocks, and bonds, and manages roughly $383.8 million in discretionary assets for about 283 clients.

Jean Cocinescu is a financial advisor with AtCap Partners, LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at National Securities Corp and National Asset Management before joining AtCap Partners and Ceros Financial Services, Inc. Outside of his advisory role, he is a sole proprietor involved in real estate and bookkeeping activities. AtCap Partners provides investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental and technical analysis to tailor strategies that range from long-term holdings to short-term trading and options.

Marina Ditommaso is a financial advisor with Transcend Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior experience includes roles at Fidelity Brokerage Services and Purshe Kaplan Sterling Investments. She is a co-founder of Ravello Intimates LLC, an online retail store. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, and private foundations. The firm employs a long-term, diversified investment approach across various asset classes and provides a range of advisory services including financial planning, portfolio management, and retirement-plan consulting.

Frank Torrone is a CFP® professional with four years of industry experience, currently serving at Satovsky Asset Management LLC since 2019. Prior to this, he worked at Lenox Wealth Advisors from 2016 to 2019. He is based in New York, NY. Satovsky Asset Management provides wealth management, financial planning, investment management, and family-office style consulting to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $975 million in assets and employs a goals-based, tax-aware investment approach with a preference for low-cost, passive strategies alongside selective active tilts and tax-sensitive techniques.

Sahil Gupta is a Series 65 licensed financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Ernst & Young LLP and was involved with California Polytechnic State University and its related corporation. Twin Peaks Wealth Advisors manages approximately $585 million for individuals, families, trusts, retirement plans, and other entities, offering discretionary portfolio management, financial planning, and specialized investment strategies through a multi-advisor team approach. The firm emphasizes strategic asset allocation using ETFs and institutional mutual funds, along with tactical overlays and rebalancing.

Claudia Sadde is a financial advisor at Activest Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Axxets Wealth Management and Nemesis Asset Management LLP. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies that incorporate equities, fixed income, commodities, real estate, and alternative investments, supported by institutional research and technology for portfolio monitoring and rebalancing.

Avani Ramnani is a CFP® professional with nine years of industry experience, currently serving at Francis Financial since 2012. She is part of a seven-advisor team based in New York, NY. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce financial planning, and employs both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior work includes roles at Foundations Investment Advisors LLC, Horter Investment Management, Intrinsic Wealth Strategies, Inc., and The College Funding Academy, LLC. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term strategic portfolios based on Modern Portfolio Theory and factor models, often delegating investment implementation to third-party managers under co-advisory arrangements.

Stephen Tuttle is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Signet since 2001, also working at Summit Financial, LLC since 2026. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a combination of fundamental and quantitative analysis to construct diversified portfolios using mutual funds, ETFs, individual equities, fixed-income securities, options overlays, independent managers, and private funds.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

Gideon Drucker is a CFP® professional with 12 years of industry experience, currently serving at Drucker Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis in its investment approach.

Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

Michael Garrett is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with WJL Financial Advisors since 2024 and previously operated under his own name from 2001 to 2024. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates, providing comprehensive financial planning, portfolio guidance, tax planning, and tax preparation. The firm uses an academic-based investment approach focused on low-cost, passively managed mutual funds and ETFs, and emphasizes client approval before trade execution.

Paul Davis is a financial advisor with Hudson Value Partners, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously spent 18 years at Oppenheimer & Co Inc. Davis is also an independent insurance agent, an activity he has pursued since 2019. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individual equities, fixed income, mutual funds, ETFs, and access to unaffiliated managers and private funds, with ongoing account reviews and reporting.

William Keefe is a financial advisor at McRae Capital Management Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with McRae Capital Management since 2016. Keefe serves as a director on the board of Old Point Financial Corporation, a community bank holding company, where he participates in management oversight and governance. McRae Capital Management provides discretionary investment management and financial planning for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a long-term approach to high-quality securities, employing tailored strategies that consider income needs, tax factors, and risk profiles.

Braden De Forge is a financial advisor at GoalVest Advisory LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Plante Moran Financial Advisors and Heidi Washburn State Farm. Outside of his advisory roles, he has experience in other business activities including a venture named Serious Texas BBQ. GoalVest Advisory LLC serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to construct client-specific portfolios, managing discretionary accounts and sponsoring private pooled investment vehicles.

William Romero is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, MML Investors Services, and New York Life. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and business entities, focusing on portfolio management and oversight of third-party money managers. The firm tailors guidance to clients’ objectives and risk tolerance, offering primarily non-discretionary management with integration between advisory, brokerage, and insurance activities.

Kevin Worley is a CFP® professional with four years of industry experience, currently serving at The GenWealth Group, Inc. He has been with the firm since 2019 and also holds a license as an independent insurance agent. The GenWealth Group, Inc. manages discretionary portfolios and provides financial planning and automated investment programs primarily for individual and high-net-worth clients. The firm employs an ETF-based approach that incorporates ESG screening and tactical allocations, leveraging Schwab’s institutional platform and third-party tools to deliver comprehensive portfolio management and client services.

Tenzing Tashishar is a CFA® charterholder at NorthStar Asset Management, Inc. in New York, NY, with six years at the firm since 2020. Prior to joining NorthStar, Tenzing attended Mount Holyoke College from 2017 to 2021. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across multiple asset classes and integrates social and environmental priorities into client portfolios, with specialized services including sub-advisory and OCIO arrangements.