James Byron III is the sole advisor at Green Rock Advisors, LLC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Colliers International and Avison Young and serves as Principal and Broker at Green Rock Realty, a real estate leasing business. Green Rock Advisors, LLC is a private real estate investment manager specializing in value-added office property investments in transit-oriented submarkets of the New York, Boston, and Washington, D.C. metro areas. The firm manages portfolios primarily for institutional investors and high-net-worth individuals through pooled private investment vehicles.

Joseph Obertlik is the principal of Obertlik Wealth Management LLC, an independent advisory firm he founded in 2025. He holds a Series 65 designation and has one year of industry experience. Outside of financial advising, he serves as president of several non-investment related companies involved in vending and pickup delivery services. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management to individuals and high net worth clients, managing approximately $20 million across about 25 client relationships. The firm constructs tailored investment programs based on client objectives and employs fundamental and cyclical analysis, with regular portfolio reviews that include rebalancing and tax-loss harvesting.

David Bueno Monge is a financial advisor at Ascent Systematic Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Argon Capital Management and Goldman Sachs International. Ascent Systematic Advisors LLC manages private pooled investment vehicles and separately managed accounts for institutional and sophisticated investors, including pension plans and high-net-worth clients. The firm employs a discretionary, systematically rules-based investment approach focused on trend-following and momentum signals in U.S. equities, with an emphasis on detailed performance reporting and use of prime-broker services.

Mark Reich is a CFP® and PFS™ credentialed advisor based in New York, NY, with over 30 years of experience at his own firm, Mark E. Reich, CPA, CFP. He provides financial planning and investment supervisory services alongside separately billed accounting activities. His firm serves high-net-worth individuals, trusts, estates, and charitable organizations with fee-based planning and periodic investment oversight. The investment approach includes a broad range of strategies, from long-term holdings to short-term trading and option writing, with monitoring conducted through quarterly reports and meetings.

Michael Charles is a financial advisor at Amarna Capital Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Craft Capital Management LLC and Paulson Investment Company, LLC. Amarna Capital Partners provides fee-based investment advisory services to institutional and individual clients, focusing on custom portfolio management and advisory work. The firm employs a tactical asset-allocation strategy combining top-down and bottom-up analysis and offers non-discretionary management using a variety of investment instruments.

Ketu Desai is the sole advisor at I-Squared Wealth Management, Inc., based in Totowa, NJ, holding a Series 65 designation and having 10 years of industry experience. Since 2016, Desai has led the firm and serves as an independent board member for several closed-end funds, including Saba Capital Income & Opportunities Fund, Saba Capital Income & Opportunities Fund II, and ASA Gold and Precious Metals Limited. I-Squared Wealth Management offers discretionary asset management and institutional investment consulting to individuals, high net worth clients, retirement plans, and employer plan sponsors. The firm employs a broad range of portfolio strategies, including long and short positions, option writing, hedging, and the use of derivatives and structured credit, tailoring portfolios to client goals and risk tolerances.

Michael Lackwood is a financial advisor at Spring Delta Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co., Aurora Private Wealth, and APW Capital, Inc. Outside of his advisory role, he serves as treasurer for the Brooklyn Emerging Leaders Academy, a charter school in Brooklyn, New York. Spring Delta Asset Management provides discretionary portfolio management and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm employs a proprietary All Cap Momentum strategy using ETFs and a combination of charting, quantitative, and technical analysis, and offers services including Investment Policy Statements, pension consulting, and manager monitoring.

William Haggerty is the founder of The Haggerty Investment Group, LLC, a Ridgewood, NJ–based independent investment advisory firm. He holds a Series 65 credential and has 19 years of experience in the industry. In addition to his advisory work since 2013, Haggerty is the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice established in 2001. The Haggerty Investment Group provides discretionary portfolio management and selects third-party advisers for individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and various investment strategies across equities, debt instruments, ETFs, mutual funds, and other assets, with a concentrated client base and a notable affiliation with the accounting firm Haggerty & Bosch, LLP.

Arden Rodgers is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has been with Arbus Capital Management, LLC since 2009. Arbus Capital Management, LLC is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, one-time investment account reviews, and standalone financial planning to individuals, corporations, and charitable institutions. The firm manages over $120 million for fewer than 30 clients, employing a disciplined, low-cost, long-term asset-allocation strategy focused on exchange-traded funds and customized portfolio solutions.

Sahil Vakil is a CFP® and financial advisor at MYRA Wealth with eight years of industry experience. His background includes roles at BNP Paribas and ongoing affiliations with entities such as MYRA Capital LLC and New York University. MYRA Wealth provides planning, consultation, and discretionary investment management to individuals, households, trusts, and businesses through a subscription-based online platform. The firm employs a passive, ETF-based investment approach using algorithmically monitored model portfolios, and offers integrated tax and technology services through affiliated companies.

James Denby is the sole advisor at Denby Financial Services, LLC, an independent firm based in Clifton, NJ. He holds the Series 65 designation and has 12 years of industry experience. Denby has led his firm since 2010, providing a range of financial advisory services. Denby Financial Services offers investment advisory and financial planning primarily to individual clients, managing approximately $3.95 million across 26 accounts. The firm combines fundamental analysis and strategic allocation with both long- and short-term trading, operating mostly on a non-discretionary basis, and also provides income tax preparation and small-business accounting and payroll services.

Alan Kotaev is the president and portfolio manager of TPK Advisors LLC, where he has worked since 2010. He holds Series 63 and Series 65 registrations and has 10 years of industry experience. In addition to his advisory role, he is a partner at Alan Trade Inc., a company involved in the export and distribution of Sherwin Williams products in Russia, where he handles contract negotiations and shipment arrangements. TPK Advisors is an independent registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of strategies including technical and fundamental analysis, short sales, option writing, and short-term trading, and conducts regular portfolio reviews with discretionary trading authority.

Richard Ascher is a financial advisor at Wealth Management Advisors, LLC in Livingston, NJ, with 22 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Wealth Management Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and pension and profit-sharing plans. The firm focuses on manager selection and monitoring, fixed-income portfolio management, and written financial planning, typically delivering advice on a nondiscretionary basis while emphasizing oversight of third-party managers.

Kimberly Birn is a CFP® and holds a Series 65 license, with five years at Birn Financial Inc and nine years of prior self-employed experience. She provides fractional CFO services, including tax return preparation, tax review, strategic planning, and business strategy planning for a limited number of clients. Birn Financial Inc serves individuals, high-net-worth clients, and corporate/business clients with financial planning and advisory services. The firm also offers fractional CFO services and employs a variety of investment approaches, delivering non-discretionary advice tailored through initial interviews and model allocations.

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Brian Quinif is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Twin Bridges Advisory, where he has worked since 2026. His prior experience includes positions at HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Nomura Securities International, Inc. Twin Bridges Advisory is a newly registered SEC investment adviser that plans to serve individuals, high-net-worth clients, trusts, estates, business entities, and employee benefit plans. The firm offers a range of services including discretionary and non-discretionary investment management, standalone financial planning, and pension consulting, with an investment approach focused on long-term, tax-aware, globally diversified strategic asset allocation.

Alex Jastrzab is the sole advisor at Attuned Wealth LLC, an independent registered investment adviser. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to founding Attuned Wealth in 2026, he worked at Fidelity National Information Services, Ampla Technologies, The Carlyle Group, and Macquarie Capital. Attuned Wealth LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning services. The firm uses model-portfolio-based investment management primarily implemented with low-cost ETFs and mutual funds, offering customization for tax management and values- or factor-based adjustments.

Adam Frank is a CFP® professional with six years of industry experience. He is the founder and sole advisor at Frank Finances LLC in New York, NY, where he has worked since 2019. Prior to that, he was self-employed and also worked at System Financial from 2016 to 2018. Outside of his advisory role, Mr. Frank provides financial coaching focused on budgeting and debt management. Frank Finances offers financial planning, investment management, educational seminars, and pension consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm emphasizes strategic asset allocation through proprietary model and custom portfolios, typically operating on a non-discretionary basis while also providing discretionary management options. It is notable for its small client base, non-discretionary assets under management, and its firm-led educational and pension consulting services.

Ryan Volpe is a CFA® charterholder with seven years of industry experience. He founded Volpe Investments LLC in 2025 after working at LPL Financial LLC, Edward Jones, Foresters Financial, and TIAA. Volpe Investments LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating various analytical techniques and supports both long- and short-term trading strategies, including the use of complex trading tools.

I'm Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fiduciary wealth management firm in Hoboken, NJ. I work with high-net-worth women in leadership roles who have built significant wealth and want a financial partner who understands that wealth is about more than investment returns. Most of my clients are navigating equity compensation, pension and deferred compensation elections, a significant portfolio, and a tax picture that no longer fits on one page, and they want retirement, investments, tax, and estate handled as one coordinated plan, explained without jargon. My approach is collaborative, practical, and rooted in education. I believe financial planning should help you make informed decisions with confidence, not leave you feeling intimidated or confused. Whether we’re discussing stock options, retirement income, or tax strategies, my goal is to explain complex concepts in plain English so you always understand the “why” behind our recommendations. Before becoming a financial planner, I experienced firsthand how uncertainty around money can shape the way we think and make decisions. That perspective continues to influence how I work today. I know every client brings a unique story, values, and goals, which is why I believe the best financial plans are built around people, not products. When I’m not working with clients, you’ll usually find me spending time with my husband and our two daughters, recording educational content, or speaking to help more women feel confident taking control of their financial future.