Tara Korkus is a CFP® professional at Altfest Personal Wealth Management with six years of industry experience. She previously worked at JJ Burns & Company and spent four years at the University of Delaware. Altfest Personal Wealth Management serves individuals, retirement plans, trusts, corporations, and private funds by providing investment management, financial planning, and ERISA fiduciary services. The firm employs fundamental, technical, and cyclical analysis to develop individualized investment policies, offering discretionary portfolio management and fiduciary services for retirement plans.

Curtis Brooks is a financial advisor at 5C Capital Management, LLC in Woodcliff Lake, NJ, with 40 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, discretionary investment management, and periodic asset allocation and rebalancing. The firm constructs portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets when appropriate, following a structured due-diligence process and regularly monitoring accounts under discretionary authority.

Alison Tranchida is a Series 63 licensed advisor with 24 years of industry experience, currently with Gagnon Securities, LLC since 2003. She is a partner involved in operational support through Gagnon Administrative Services and participates in investing activities with the Gagnon Securities Partners Fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Matthew Friedman is a financial advisor at Capital Counsel LLC with 13 years at the firm and 5 years of industry experience. He operates within a team-based environment in New York, NY. Capital Counsel provides discretionary asset management and financial planning services to individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm uses a valuation-based fundamental strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Dov Fobar is a financial advisor at Comprehensive Capital Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at APW Capital, Inc. since 2014. Outside of his advisory role, he provides general management consulting and insurance services through a separate business. Comprehensive Capital Management, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by offering portfolio management, retirement plan consulting, and financial planning. The firm employs a mix of fundamental and technical investment methods and manages accounts on both discretionary and non-discretionary bases.

Russell Baker is a financial advisor with Next Level Private LLC in Harrison, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Tullett Prebon Financial Services LLC and C-19 Safety First. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and tactical strategies, with ongoing client communication and periodic portfolio reviews.

Gina Stormont is a financial advisor at Cornerstone Planning Group with 22 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at New York Life, Eagle Strategies, and operating her own firm, Stormont Financial Strategies. She serves as a volunteer community leader for the Million Dollar Round Table (MDRT), acting as a communications liaison for educational initiatives. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client goals and risk tolerance.

Matthew Wasp is a CFP® with five years of industry experience, currently serving as a financial advisor at Arca Wealth, LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of advising, he has involvement with Tenacious Turtles Lacrosse. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, utilizing a broad toolkit including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

John English is a financial advisor at Innovative Advisory Group with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. He serves on the Board of Governors for the Nyack Boat Club and is secretary of the Parish Council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm uses a range of analytical approaches and strategies, offering discretionary asset management alongside comprehensive planning and specialized services, supported by an eight-advisor team across five offices.

Mayra Santos is a financial advisor at ELCO Management Company, LLC with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has been with ELCO since 2004. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and as adviser to a private pooled vehicle, ELCO Select Fund, L.P. The firm combines fundamental and technical analysis across multiple strategies and employs options, short selling, and leverage where appropriate.

Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

William Bowden is a financial advisor at Magnus Financial Group LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Modus Park Advisors, and Northwestern Mutual in various capacities. Outside of his advisory role, he is a passive investor and co-founder of an internet marketing company. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified, long-term asset allocation.

Scott Kimelman is a financial advisor at Kimelman & Baird, LLC with 33 years of industry experience. He has worked at Kimelman & Baird since 1994, with a 24-year tenure at Daeg Capital Management, LLC from 2000 to 2024. He holds the Series 63 designation. Kimelman & Baird provides discretionary portfolio management to individuals, families, trusts, charitable, and institutional investors, primarily through separately managed accounts. The firm uses fundamental and technical analysis to tailor long- and short-term trading strategies under written guidelines and conducts quarterly reviews.

Erick Aguayo is a financial advisor at Aerodigm Wealth LLC in New York, NY, with credentials including Series 63 and Series 65 licenses. He has about 10 years of experience in the industry, having previously worked at firms such as Merriman Wealth Management and Concreit, Inc. Aguayo is also affiliated with Confluence Technologies. Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm follows a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and employs independent third-party money managers as part of its strategy.

Barry Gladstein is a financial advisor at Legacy Edge Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthshield Partners, LLC and TIAA-CREF. Gladstein is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm tailors investment strategies based on written Investment Policy Statements and employs a combination of fundamental, modern portfolio theory, quantitative, and technical analysis across a range of asset classes.

Wade Goehle is a financial advisor at Overbrook Management Corporation with a Series 65 designation and seven years of experience. He previously worked at KPMG for three years before joining Overbrook in 2019. Overbrook serves primarily high-net-worth individuals and institutional clients with discretionary portfolio management for separately managed accounts, family office services, and reporting. The firm employs a bottoms-up fundamental research approach and manages privately offered pooled investment vehicles, alongside providing administrative services for unaffiliated private funds.

Irene Stolte is a financial advisor at Cornerstone Planning Group with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Eagle Strategies and New York Life. Stolte serves as an instructor at Rutherford Adult School, teaching an SMRU-approved seminar, and holds board positions with the National Association of Insurance and Financial Advisors (NAIFA) New Jersey chapter, BNI International’s Summit of Success Chapter, and the nonprofit adoption agency Family Options. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on passive investment strategies tailored to client objectives and risk tolerance, and offers specialized ERISA fiduciary consulting services for plan sponsors.

Michael O'Shaughnessy is an investment advisor representative at Ameraudi Asset Management, Inc. with 36 years of industry experience. He has worked at Ameraudi Asset Management since 2018 and previously held roles at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, employing a macro, asset-allocation approach that uses diversified exposure through index ETFs alongside individual securities and derivatives. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets, with a significant portion maintained on a non-discretionary basis.

Anthony Depersio is a CFP® with 12 years of industry experience, currently serving at Cornerstone Planning Group. His prior experience includes roles at Eagle Strategies (NY Life) and multiple positions within NYLIFE Securities and Insurance. He also volunteers as a recreational basketball coach. Cornerstone Planning Group serves individuals—including high-net-worth clients—as well as businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm uses a model-based investment approach emphasizing low-cost, passive ETFs and mutual funds and provides fiduciary consulting for retirement plans.

Ernest Volkmann Jr. is a financial advisor at Makrod Investment Associates Inc with a Series 65 designation and one year of industry experience. His prior roles include positions at Longwave Management Solutions, Polarium Energy Solutions, and Panasonic Corporation. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focusing on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with tailored portfolio recommendations.