Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Yaakov Barr Zvulun is the principal of Barr CPA LLC in Ridgewood, NJ, holding the PFS™ designation with 12 years of industry experience. He has been with Barr CPA LLC since 2005, overseeing a firm that provides accounting, tax, and financial planning services. Barr CPA LLC serves individuals, including high-net-worth clients, charities, and business entities, focusing on individualized financial plans, tax planning, business valuation, and forensic accounting. The firm operates on a fee-only basis without custody of client assets or discretionary trading, emphasizing long-term, buy-and-hold investment recommendations and tax-aware planning.

Guoqing Ouyang is the principal of Density Capital LLC, an independent investment advisory firm based in Piermont, NY. He holds a Series 65 designation and has diverse experience spanning hospitality consulting, insurance, and investment management since 2007. Ouyang has held roles at Prudential Hong Kong Limited and various consulting and hotel management firms. Density Capital LLC provides discretionary portfolio management primarily for individuals and high net worth clients, employing a fundamentally driven, long-term investment approach focused on equities, fixed income, ETFs, and mutual funds tailored to client objectives and risk tolerances. The firm was recently formed and integrates Ouyang’s background in hospitality and consulting within its investment perspective.

Fiduciary Financial Planner for New Jersey Widows, Special Needs Families, and Inheritances Nicholas J. Scheibner, CFP®, EA For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life. Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later. I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table. That is why I founded Supportive Financial, LLC. A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning. Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent. Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations. My contact information is below: 201-581-0002 (Call or Text) [email protected].  If after our discussion, I am not the right person for you, I will help you find someone who is.

Truman Hobbs III is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Boyar Value Group, Overbrook Management Corporation, and currently leads TwentyThree Advisory. Truman serves on the Board of Directors of The Adwell Corporation, where he acts as Treasurer and an Executive Committee Member. TwentyThree Advisory provides portfolio management services primarily to high-net-worth individuals, focusing on long-term equity investments supported by fundamental analysis. The firm offers both discretionary and non-discretionary arrangements and maintains a small, concentrated client base.

Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

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.

Sergei Belov is the sole advisor at Belov Consulting LLC and holds a Series 65 designation. He has been with Belov Consulting since 2011, working in investment management for over a decade. Belov Consulting is a registered investment adviser specializing in algorithmic, options-focused asset management for high-net-worth individuals, corporations, and small businesses. The firm emphasizes short-term trading of S&P index options using derivative strategies and employs a performance-based compensation model rather than traditional asset-based fees.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co. Inc., B. Riley Wealth Advisors, and Merrill. In addition to his advisory role, he is involved with Legacy Trust and Capital Partners in a referral capacity. Genesis Financial Group provides portfolio management and investment analysis to individuals, including high-net-worth clients, and small businesses. The firm employs a model-based investment approach combining quantitative, fundamental, technical, economic, and charting analyses to guide discretionary portfolio decisions.

Megan John is a CFP® certificant and principal of Megan John Advisory, LLC with five years of industry experience. She previously worked at Wealthspire Advisors for five years and has operated her own advisory practice since 2026. Outside of her financial advisory work, she is also an artist. Megan John Advisory, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, combining personalized portfolio management with written financial plans and optional tax-preparation services. The firm employs a blend of passive and active investment strategies based on modern portfolio theory and offers educational seminars on personal finance topics.

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.

Haiqiang Zou is the sole advisor at Zou Capital Management LLC in Flushing, NY, holding a Series 65 credential with four years of industry experience. Before founding his independent firm in 2022, he worked at Amazon from 2017 to 2021. Outside of advisory work, he owns and manages several property management businesses. Zou Capital Management provides discretionary portfolio management to individuals, corporations, and other entities, offering model portfolios tailored to different risk tolerances and advice related to IRA rollovers. The firm uses a combination of charting, fundamental, technical, cyclical, and economic analysis to guide investment decisions across long- and short-term strategies.

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.

James Christopher is a financial advisor at Apeiron Wealth Service in Astoria, NY, holding Series 65, Series 63, and Series 66 licenses with 15 years of industry experience. His career includes roles at LPL Financial, Santander Securities, and Millennial Advisers, along with consulting through Apeiron Solutions Inc. Outside of advising, he serves on the board of Credit Connect Technologies and works as an insurance agent. Apeiron Wealth Service provides investment management and financial planning to individual and high-net-worth clients without requiring a minimum account size. The firm employs both fundamental and technical analysis for tailored asset allocation, offers discretionary and non-discretionary management, and conducts quarterly portfolio reviews, occasionally engaging sub-advisors to manage portions of client portfolios.

Rocco Santomenno is the sole advisor at Rocco R. Santomenno, an independent firm based in Fair Lawn, NJ. He holds over 14 years of industry experience and has been practicing as a sole practitioner since 1975. In addition to his advisory work, he serves as president of Gold Ring Investments, Inc., a mortgage placement business. The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit-sharing plans. It emphasizes fundamental equity analysis and manages approximately eighty client accounts with just over $50 million in assets under management.

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.