Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Empower Advisory Group, GWFS Equities, Inc., and Prudential Insurance Company of America. LeBron Financial Services provides financial planning and portfolio management for individual clients, including high-net-worth individuals, as well as retirement plan advisory and education services to small and medium-sized businesses and nonprofit organizations. The firm employs an investment approach based on Modern Portfolio Theory, using diversified asset allocation across institutional and no-load mutual funds, ETFs, and individual securities, and delivers both discretionary portfolio management and non-discretionary financial planning tailored to client objectives.

Thomas Bender is a CFA® charterholder and financial advisor at Bender Capital Management, LLC with four years of industry experience. His prior work includes roles at Citi and Brandes Investment Partners, as well as academic positions at Johns Hopkins University, University of Virginia, and New York University. Bender Capital Management, founded in 2024, provides discretionary portfolio management primarily to pooled vehicles, institutional accounts, and separately managed accounts. The firm employs a quantamental investment approach that combines fundamental research with proprietary algorithmic trading models, focusing on long equity positions in biotech equities aligned with client objectives and risk tolerances.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

Thinley Wangchuk is the sole advisor at Wangchuk Capital, LLC, holding a Series 65 designation with three years of industry experience. He has managed Wangchuk Capital since its founding in 2014. Wangchuk Capital provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment process that includes long-term and short-term trading strategies across various asset classes, including mutual funds, equities, fixed income, real estate funds, ETFs, and non-U.S. securities.

Maximilian Cavallo is a financial advisor at Northbridge Wealth Management LLC with 11 years of industry experience. His prior roles include positions at Needham & Company, LLC, Morgan Stanley, and J.P. Morgan Securities LLC. Northbridge Wealth Management LLC provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, employing a long-term, asset-allocation approach with discretionary portfolio management.

Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm located in Rye, NY. Holding a Series 66 designation, he has 20 years of industry experience, including nine years at HSBC Securities (USA) Inc. prior to founding his current firm in 2016. He also serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement in Brookline, MA. Munakata Associates provides investment advisory and portfolio management services primarily to high-net-worth individuals, charitable foundations, and trusts. The firm employs a variety of security analysis methods and tailors strategies to each client’s objectives, maintaining regular reviews and permitting clients to select their own custodians and brokers.

Michael Dymant is the sole advisor at The Eastrade Asset Management Corporation, holding a Series 63 designation with four years of industry experience. He has been with the firm since 1996. The Eastrade Asset Management Corporation provides investment advisory and portfolio management services to individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses fundamental analysis and combines long-term and short-term strategies to create customized portfolios, with a focus on serving charitable organizations and pension or profit-sharing plans.

Mark Blumberg is the sole advisor at Blumberg B+V Advisors, LLC in Rye, NY, holding Series 63 and Series 65 designations with 13 years of industry experience. He has led the firm since its founding in 2012. Blumberg B+V Advisors provides investment supervisory and portfolio management services primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements that address goals, tax considerations, and risk tolerance. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term trading, short sales, and options writing, managing approximately $20.2 million across a concentrated client base.

Charles Carmona is the sole advisor at Westmore Asset Management in Pearl River, NY, holding Series 65 and Series 63 credentials with 25 years of industry experience. His prior roles include positions at Torino Capital LLC, Rena Advisors LLC, and UBS Financial Services. Westmore Asset Management serves a small, primarily high-net-worth client base, managing approximately $54.5 million across seven accounts. The firm offers individualized investment policy statements, ongoing investment supervisory services, and limited business strategy consulting, employing a variety of analytical methods and both long- and short-term strategies.

Andrew Fox is a CFP® professional with 33 years of experience serving clients through his independent advisory firm, Fox Financial Services, Inc., located in White Plains, NY. He has managed the firm since its founding in 1993. Fox Financial Services provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes tailored asset allocation, long-term holdings, and periodic rebalancing using mutual funds primarily from Dimensional Fund Advisors and Fidelity.

Oliver Lennox is the sole advisor at DaceyHolden Management, LLC in Fort Lee, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been involved with DaceyHolden entities since 2011, including serving as managing member and managing partner of affiliated companies. DaceyHolden Management primarily advises a private pooled investment vehicle and manages a limited number of separately managed accounts for individual and high-net-worth investors. The firm employs a combination of fundamental and quantitative analysis, generally following a long-term trading approach with a focus on equities, and utilizes both long and short positions along with derivatives and leverage.

Robert Labick is a CFA® charterholder with 25 years of industry experience. He has been with CJS Securities IA, Inc. since 2023 and has worked with its affiliated entity, CJS Securities, Inc., since 2012. Labick holds a Series 63 license and is based in White Plains, NY. CJS Securities IA, Inc. distributes equity research to high-net-worth individuals, investment companies, and other advisers, focusing on sectors including Consumer, Healthcare, Industrials, Materials, Business Services, and Technology. The firm operates through an affiliated broker-dealer and does not provide portfolio management, custody, or trading services.

I am a fee-only, advice-only investment advisor and financial planner. My mission is to provide great advice at a fair price to support each client’s purpose in life. I am a CFP® Practitioner and CFA® Charterholder. As Founder and Principal Advisor at IndiePlan™, I am committed to our fiduciary duty by providing independent holistic advice and education that puts clients’ interests first. I entered the advisory business after a thirty-year career in financial services. I am a former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where my job was to oversee major benchmarks like the S&P 500®. Prior to that, I held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients. My interest in investing and financial planning is long standing. I enjoy helping others as they save, invest, and plan for their future, or as they prepare for transitions like retirement, a health challenge, a second career, starting a new business, furthering their education, or taking extended leave. At IndiePlan™ we strive to meet clients where they are in their journey. We provide independent, holistic, tailored advice at a fair price.

Steven Hecht is the sole advisor at Steven Hecht Investments, Inc., an independent firm based in Teaneck, NJ. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2007. Steven Hecht Investments, Inc. provides portfolio management services to individuals and a variety of institutional clients, including small businesses, pension plans, trusts, and charitable organizations. The firm employs a combination of securities and uses fundamental, technical, and charting analysis to tailor and monitor portfolios on an ongoing basis, often managing accounts on a discretionary basis.

Lloyd Stabiner is a financial advisor with Fulcire Wealth Management, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked as a CPA since 2010. Fulcire Wealth Management serves well-to-do individuals and families, focusing on portfolio management combined with tax and wealth-transfer guidance. The firm emphasizes managing assets designated for short-term investments and income generation through dividend-paying equities and covered-call writing, with a tax-aware, options-focused investment approach.

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.

Harrinson Agudelo Rios is a financial advisor at Finmas Capital LLC in Stamford, CT, with seven years of industry experience. He holds the Series 66 designation and has worked at Money Concepts and Money Concepts Capital Corp before joining Finmas Capital in 2021. Outside of his advisory role, he is an accountant at Members Credit Union and a self-employed soccer coach. Finmas Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a variety of analytical methods and primarily manages accounts on a non-discretionary basis, focusing on mutual funds, equities, fixed income, and ETFs.

Maximilian Montagnino is a financial advisor at Summer Family Advisors LLC with a Series 65 designation and over eight years of experience in related fields. He has held roles at Summer Associates Inc., where he currently serves as President and CEO, performing tax return preparation and business consulting services, as well as prior positions at Hymes & Associates and SUNY Maritime College. Summer Family Advisors LLC provides comprehensive financial planning and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates on a fee-only basis without managing client assets directly, combining asset allocation, fund due diligence, and analytical techniques to deliver long-term investment recommendations and retirement plan advisory services.