Harold Sasnowitz is a CFP® and Series 65-licensed advisor with 19 years of experience at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, offering services that include financial planning, wealth management, retirement consulting, and related tax and litigation support.

Yanying Lin is a financial advisor at Bridgewater Advisors Inc. in New York, NY, with five years of industry experience. She has worked at Bridgewater Advisors since 2019 and previously held positions at Lenox Wealth Advisors and Lenox Advisors. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation using a combination of actively managed and index-related strategies, conducting due diligence on third-party managers and offering consulting on estate, retirement, and tax matters.

Gabrielle Rosenfeld is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds a Series 63 designation and has worked at Gagnon Securities since 2019, following a year at Third Bridge and three years at Bucknell University. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, offering both investment advisory and brokerage services. The firm employs a research-intensive, generalist, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles and partner funds alongside its broker-dealer platform.

Donald Bond is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds the Series 63 designation and has been with Edge Wealth Management since 2012. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and customized to client objectives, managing approximately $770.7 million in discretionary assets across a range of securities.

Elise Ornstein is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 66 and Series 63 credentials with 26 years of industry experience. She has worked at Flagstar Securities and Flagstar Advisors since 2026, and previously spent a decade at Metlife Investors Distribution Company and METLIFE Securities Inc. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets and uses a mix of mutual funds, ETFs, alternative investments, and third-party managers with oversight through Envestnet PMC.

Brian Visconti is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Securities. Visconti is a partner in Nehemiah Fund, LP, an incubator fund trading futures and forex using personal capital. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Mark Corrado is a financial advisor at Corrado Advisors, LLC with 4 years of industry experience. He is also a partner in Corrado CPA's, LLP, an accounting firm, Corrado Risk Management, LLC, an insurance firm, and Corrado Administrative Services, LLC, a management services firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering both discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm uses a range of investment strategies including allocations to equities, fixed income, mutual funds, ETFs, structured notes, options, and independent managers, and coordinates with affiliated professionals such as CPAs, insurance agents, and attorneys.

David La Valle is a Series 65-licensed advisor at American Capital Management Inc with 6 years of industry experience. He has been with American Capital Management, Inc. since 2008. The firm provides discretionary portfolio management primarily to high-net-worth individuals, corporations, and institutional clients. Their investment approach focuses on fundamental analysis of a select group of small- and medium-sized growth companies, emphasizing healthcare and technology sectors with a preference for long-term holdings and lower turnover.

Amos Warren is a CFP® and CFA® with five years of industry experience. He is currently with NobleBridge Wealth and previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm combines strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Sudha Anand is a financial advisor at WJL Financial Advisors in Denville, NJ, holding a Series 65 credential and with four years of industry experience. She has worked at WJL Financial Advisors since 2021 and previously was involved with Little More Innovation PTE Limited. Anand also provides executive coaching services to business leaders. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passive mutual funds and ETFs, integrating tax planning and requiring client approval for trades.

Barry Strobel is a financial advisor with Corrado Advisors, LLC, holding four years of industry experience. He is also associated with CFG CPA, LLP, an accounting firm where he dedicates part of his time. His career includes long-term involvement with Corrado Advisors and Corrado CPA, LLP. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm employs a range of investment strategies and coordinates with an affiliated professional network that includes accounting, insurance, and legal services.

Michael Emr is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Signature Wealth Management Partners, LLC and has previously worked at Purshe Kaplan Sterling Investments, Botwinick & Company LLC, and LPL Financial. Outside of advising, he is a Certified Public Accountant and partner at Botwinick & Company, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a combination of fundamental, technical, and cyclical analysis, with investments across various asset types and strategies.

Richard Petrosky is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has previously worked at various HSBC entities for over a decade and currently serves as Regional Market Executive and Executive Vice President at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a range of investment vehicles and third-party managers, with approximately $784 million in assets under management as of December 31, 2025.

Philip Nydick is a financial advisor at CFS Investment Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst and Young LLP for three years. Outside of his advisory role, he serves as a student mentor at the TAMID Group. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $2.73 billion in assets and employs a tailored approach using mutual funds, ETFs, individual securities, and allocations to independent managers.

Anthony Demaio is a CFP® with 40 years of industry experience, currently serving at Jeffrey Matthews Wealth Management, LLC. He has worked at Jeffrey Matthews Financial Group LLC since 2016 and previously spent seven years at RBC Capital Markets, LLC. In addition to his advisory role, he is a licensed insurance producer and has a referral arrangement related to building management. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plan participants, trusts, and charitable institutions. The firm employs various investment strategies and provides clients with discretionary and non-discretionary account management options, as well as access to independent money managers through referral programs.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Daniel Ebert is a financial advisor at AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Bank of America, Merrill, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Ebert serves as a board member of the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors manages approximately $1 billion in client assets and serves individual and family-office clients, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services.

Keri Primack is a CFP® and Series 63 registered advisor at Quent Capital, LLC with 28 years of industry experience. She has worked at several firms including People’s United Advisors, People’s Securities, and Gerstein Fisher. Outside of her advisory work, she has been an independent insurance agent since 1996 and serves as president of a trust settlement entity. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and manages pooled vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm uses a combination of fundamental, quantitative, and strategic asset allocation methods and employs hedging and derivatives strategies in its portfolio management.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Artisan Advisors since 2016. Outside of his advisory role, he is involved in online collectible sales and life insurance sales on a limited basis. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors, employing a range of strategies including individual portfolios, model portfolios, and third-party manager selection.

Edward Obrien is a Series 63 registered advisor with over 41 years of experience in the financial industry. He has been with Sophis Investments LLC since 2017 and previously worked at Alexander Capital, L.P. and M&R Capital Management, Inc. Outside of his advisory role, he is an officer of Edward Obrien LLC, a non-investment related holding company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focused on long-term holdings and uses performance-based fees for qualified clients.