Daniel Shaffer is the sole advisor at Shaffer Asset Management, Inc. in Greenwich, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been managing his independent firm since 1998. His career includes hedge-fund experience and activities in publishing and public speaking. Shaffer Asset Management, Inc. provides discretionary portfolio management and investment supervision to individuals, trusts, pension and profit-sharing plans, charitable organizations, partnerships, and corporations. The firm employs an equity-focused Absolute Investment Strategies Program that combines technical, fundamental, and cyclical analysis to seek positive returns regardless of market direction, managing accounts to program objectives rather than benchmark-relative targets.

David Rosenstrock is a CFP® certificant with four years of industry experience, currently serving as the sole advisor at Wharton Wealth Planning, LLC in New York, NY. He previously worked at National Philanthropic Trust and Sage Capital Management LLC. Mr. Rosenstrock is also a licensed life insurance agent associated with MERIT Insurance Services, LLC, a national brokerage firm specializing in senior benefits and insurance products. Wharton Wealth Planning, LLC is an independent firm providing fee-only investment management, financial planning, and investment consulting to high-net-worth individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation, diversification, and a combination of quantitative and qualitative investment analysis, managing approximately $37 million in assets under management.

Christopher Conover is a financial advisor at Hudson Companies with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Hudson Valley Wealth Management for 18 years. Outside of finance, he serves as president of Hudson Private Corp, where he acts as an executive producer on film and television projects, and he is involved administratively with HV Treatment Partners, an outpatient treatment facility. Hudson Companies provides investment management and financial planning services to individuals, high-net-worth clients, and institutional clients. The firm uses model portfolios emphasizing mutual funds, ETFs, equities, and fixed income, and incorporates fundamental and cyclical analysis, treating cash as an asset class. It also offers retirement plan consulting and periodic comprehensive reporting, alongside occasional film investment advice for select clients.

Originally from Massachusetts, I now reside in New York City with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives. Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered. I founded Willcox Wealth Management with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS.

J Debart Jr. is a financial advisor with Equitable Advisors in New York, NY, holding the CFP® and ChFC® designations and possessing 49 years of industry experience. He has been associated with Equitable Advisors since 1975 and has operated The Debart Group, Inc. since 2000. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Bruce Julien is the sole advisor at Julien Planning, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked in wealth management and financial planning since 1991, including roles at National Wealth Management, LLC and his own firms, Julien Financial, LLC and Julien Planning, LLC. Julien also operates as an insurance agent and tax preparer through affiliated businesses. Julien Planning, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a goal-driven investment process using fundamental and technical analysis and offers portfolio management alongside financial planning covering retirement, taxes, employee benefits, and estate matters.

Jenny Chung is a financial advisor at Glenview Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to her current role, she completed executive education at Columbia Business School and served for 16 years at JC Melrose Country Club. She also serves as a director on the board of KEB Hana Bank USA, N.A., where she participates in compliance, audit, and asset liability committees. Glenview Wealth LLC provides financial planning and investment consulting to individual clients, including high-net-worth individuals, focusing on asset-allocation guidance and recommending primarily passive investments such as ETFs. The firm does not manage client portfolios or charge fees based on assets under management.

Ethan Gordon is the sole advisor at EG Capital Management LLC, an independent firm based in Long Island City, NY. He holds the Series 65 designation and has one year of experience in financial advising. Prior to founding his firm in 2025, he worked in various roles including freelance work and positions at SPHARE Marketplace Ltd and Cocoa Republic Ltd. Outside of his advisory work, he is involved in a nightlife promotions business and social media consulting. EG Capital Management provides discretionary portfolio management and financial planning tailored to individuals, high-net-worth clients, and businesses. The firm employs both fundamental and technical analysis across a range of securities and offers performance-based fee arrangements for qualified clients.

Nicholas Jones is the sole advisor at Altanes Investments, LLC, an independent firm based in Mill Neck, NY. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Jones has been with Altanes Investments since 2003. Altanes Investments provides discretionary portfolio management and continuous investment advice to individual clients, focusing on personalized investment policies based on goals, time horizon, risk tolerance, and tax considerations. The firm emphasizes fundamental analysis and a long-term purchase strategy, managing approximately $22.8 million across about 20 individual accounts.

Mitchell Spiegel is a CFA® charterholder with four years of industry experience, currently serving as the sole advisor at Enterprise Value Capital Management, LLC. His prior work includes roles at Kildonan Castle Asset Management and Global Credit Advisers, along with periods of self-employment. Enterprise Value Capital Management provides portfolio management services to individuals, high-net-worth clients, pooled investment vehicles, and other advisers. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis alongside modern portfolio theory, while tailoring risk tolerance through documented Investment Policy Statements.

Emily Maretsky is the principal of Educated Financial Planning and holds a Series 65 designation with two years of experience in financial advising. She has a background in education, having worked at multiple schools and educational organizations prior to founding her firm. In addition to financial advising, she operates Teacher Financial Coach, LLC, which focuses on financial coaching for educators. Educated Financial Planning is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers integrated investment management and comprehensive financial planning, emphasizing strategic asset allocation through low-cost mutual funds and ETFs, with services that include retirement and estate planning, college-savings analysis, and socially responsible investment options.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

Gregory Silver is a CFA® charterholder and principal of Silver Advisors, LLC, with nine years at his firm and seven years prior experience at Schroders Investment Management, totaling 16 years in the financial industry. Based in New York, he specializes in investment management and financial planning. Silver Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, non-profits, and corporate entities. The firm employs fundamental analysis and active portfolio construction, with expertise in micro- and small-cap equities, options strategies, and selective short positions, while offering both discretionary and non-discretionary advisory services. The firm also provides real estate consulting and business advisory services, including performance-based fee arrangements for qualified clients.

Chien Hoong Wu is the principal advisor at Wu Wealth Advisory, LLC, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Forest Hills Financial Group and HSBC Securities (USA) Inc. In addition to his advisory role, he is an independent insurance agent licensed to sell annuities, life, health, and long-term care coverage. Wu Wealth Advisory serves individuals, including high-net-worth clients, and small businesses by providing customized financial planning, investment consultation, and portfolio management services. The firm uses a Core + Satellite investment approach featuring passive indexed ETFs for portfolio core and active satellite positions, managing accounts on both discretionary and nondiscretionary bases.

Douglas Perkins is the sole advisor at Divergence Capital Management in Greenwich, CT, holding Series 63 and Series 66 designations with 30 years of industry experience. He has worked at several firms including Avantax Advisory Services, Old City Securities, and Brookstreet Securities Corporation. Since 2007, he has been managing portfolios through Divergence Capital Management. Divergence Capital Management provides discretionary portfolio management primarily to individual clients using a stock-selection strategy that incorporates top-down macroeconomic analysis and company-specific fundamentals. The firm constructs highly customized, concentrated portfolios with a range of asset types, including equities, debt instruments, commodities, and currencies.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Mark Santangelo is a CFP® with 28 years of experience in financial advisory services. He is the principal of Titan Financial Services, LLC and also owns a CPA firm, Marsan Associates, PC. In addition to his financial and accounting work, he is involved in real estate development and management through Emerson Associates, LLC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, using client-specific investment policy statements combined with model asset-allocation portfolios and a multi-method security selection process.

Samuel Muffly is the sole advisor at SM Carlton Advisory, holding a Series 65 credential with four years of industry experience. He works full-time as a Special Gifts Officer for the Northwell Health Foundation, the philanthropic arm of a nonprofit hospital system. His role at SM Carlton Advisory is in addition to his full-time position. SM Carlton Advisory serves individual investors with a $50,000 minimum, providing discretionary portfolio management focused exclusively on publicly traded equities. The firm employs a fundamental analysis approach inspired by investment principles from Warren Buffett, Peter Lynch, and David Gardner, managing individualized, equity-only accounts with a low-turnover, buy-and-hold strategy.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Salo Aizenberg is a financial advisor at Downtown Investment Advisory with four years of industry experience. He holds a Series 65 designation and has been associated with Maytal Asset Management LLC since 2013. Downtown Investment Advisory is an independent SEC-registered firm managing approximately $125 million in discretionary accounts for individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on customized fixed-income portfolios with individually selected bonds and income-producing securities, alongside equity index ETFs, applying fundamental, technical, and credit analysis to support long-term growth, income, and capital preservation.