Joseph Scibetta is a financial advisor with Garden State Retirement Specialists, LLC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His prior work includes roles at Osaic Wealth, Inc. and Sagepoint Financial. In addition to his advisory work, he serves as a general agent for Elite Brokerage Group, selling fixed life and fixed annuities to clients. Garden State Retirement Specialists serves individual clients with retirement-focused investment management and financial planning, utilizing risk-tolerance questionnaires and asset-allocation modeling to guide investment decisions. The firm offers various program-based portfolio options, including mutual funds, ETFs, equities, and fixed income, and participates in unaffiliated wrap fee and managed-account programs.

Shmuel Beckerman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Schonfeld Wealth Management, LLC, having previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his financial advisory role, he operates JB Worldwide LLC, a business involved in buying and reselling consumer electronics to wholesalers. Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting primarily to businesses, employee benefit plans, and institutional clients. The firm integrates diversified investment allocations and utilizes third-party platforms such as Betterment Advisor Solutions and AssetMark to deliver customized portfolio solutions and plan-level services.

Lourdes Borr is a financial advisor at Rivero CPA LLC with 21 years of industry experience. She holds a Series 65 designation and has been with Rivero CPA LLC since 2004. Rivero CPA LLC provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers advice through written financial plans and assists clients in selecting third-party investment advisers, focusing on asset-class level recommendations rather than specific securities.

Kyle Shenk is a financial advisor at The Inspired Network Wealth Advisory with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at C & A Financial Group, LLC for three years and Service Now for four years. Outside of his advisory role, Shenk is an insurance sales professional licensed in multiple states. The Inspired Network Wealth Advisory is a small registered investment adviser serving individual and high-net-worth clients with portfolio management and comprehensive financial planning services. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach across various asset classes.

Nathan Fisch is a financial advisor at Kensington Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kensington Capital Corp. since 1997. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning services to individuals, businesses, and charitable organizations. The firm uses both technical and fundamental analysis to tailor portfolios based on client financial information and risk profiles.

Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Malatai Capital since 2018 and previously spent six years at Spectronics. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities through individualized investment programs. The firm uses fundamental analysis combined with daily technical reviews and employs performance-based compensation for qualified clients.

Danny Yu is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Hillcrest Wealth Advisors - NY, LLC since 2018 and previously worked at EisnerAmper Wealth Advisors, LLC from 2015 to 2018. Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, executives, employees, endowments, and trusts. The firm manages accounts using a mix of ETFs, mutual funds, and third-party separate account managers, emphasizing core index ETF exposures for large-cap equities and satellite sector ETF allocations.

Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Janhvi Bhatt is a CFP® at Zynergy Retirement Planning with one year of experience. Prior to joining Zynergy, she worked at Plan Ahead Wealth Advisor Private Limited for six years and held positions at Blackbox Financial Solutions and Milestone Wealth. She also has academic experience from the University of Mumbai. Zynergy Retirement Planning is a fee-only advisory serving individuals and couples near retirement, offering financial planning, discretionary asset management, and integrated tax services. The firm emphasizes diversified, low-cost portfolios primarily using index mutual funds and ETFs, with regular rebalancing and a higher-touch “Private Office” option that includes estate and generational planning.

Michael Mclane is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with Redwood Financial Planning, LLC and has previously worked at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory role, he owns a part-time tax preparation and business consulting practice. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and tactical overlay strategies, offering both discretionary and non-discretionary mandates while managing approximately $213 million across three advisors.

Wen Jie Lin Ham is a CFP® professional with four years of industry experience, currently serving at Brewster Financial Planning LLC. She has been with Brewster Financial Planning since 2008, working within a three-advisor team based in Brooklyn, NY. Brewster Financial Planning provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a fee-only, SEC-registered model, employing goal-based investment policies and primarily using passively managed index funds and ETFs for globally diversified portfolios.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

Brandon Tacconelli is a CFP® with one year of industry experience, currently serving as a financial advisor at Thinking Big Financial. Prior to joining Thinking Big Financial, he worked at TVM Paraplanning and held roles at Sunrun Solar and WegoWise. Thinking Big Financial provides holistic financial planning and discretionary investment management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes asset allocation and passive investing with index funds and ETFs, tailoring portfolios through client-specific investment policy statements and ongoing monitoring.

John Long Jr. is a financial advisor with Strategic Wealth Solutions LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Chelsea Financial Services. He is also involved with Jarred Bunch Consulting, LLC (DBA INVST, LLC), offering holistic fee-based financial planning services. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and standalone financial planning primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million for about 130 clients and constructs portfolios focused on ETFs, equities, and fixed income, using a combination of fundamental, modern-portfolio, quantitative, and technical analysis.

Robert Alonso is a financial advisor with Third Eye Associates, Ltd, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Third Eye Associates in 2021, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is a licensed life insurance agent and sells items on eBay. Third Eye Associates provides financial life-planning and advisory services to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning engagements and refers clients to third-party money managers for ongoing asset management.

Alexander Mac Knight is a financial advisor at Rimac with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Rimac Capital in 2024, he worked at Upstart Network Inc., UBS AG, Mizuho Securities USA Inc., and Mizuho Bank Ltd. Rimac Capital provides tailored investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of analytical approaches and trading strategies to implement client-specific investment plans, managing approximately $7.6 million in client assets across about 20 accounts.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Jared Friedman is a CFP® professional with over 21 years of experience in financial advisory services. He has worked at IFS Securities, Inc. and IFS Advisory, LLC, and has been with Redwood Financial Planning, LLC since 2010, where he currently serves as President. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Redwood Financial Planning, LLC manages approximately $213 million for individual, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management, third-party asset manager selection, and financial planning, using a combination of fundamental analysis and tactical overlay strategies.

Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd in Red Hook, NY. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Jones has been with Third Eye Associates since 2005. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management when appropriate.

David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Tranquility Path, he worked at Bristol Myers Squibb and Hovione. He also engages in independent insurance product sales as a sole proprietor. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory and partners with established sub-advisors such as Dimensional Fund Advisors, BlackRock, and Vanguard.