Ronald Palastro is a financial advisor at Cobblestone Wealth Advisors with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cobblestone Wealth Advisors since 1998, with prior experience at Triad Advisors, Inc. and OSAIC. In addition to his advisory role, he is involved in insurance brokerage. Cobblestone Wealth Advisors provides financial planning, pension consulting, and adviser selection services to both institutional and individual clients. The firm primarily offers non-discretionary advice by recommending third-party money managers and monitoring their performance, using a mix of technical, fundamental, and cyclical analysis in its investment approach.

Aquiles Larrea is the principal of Larrea Wealth Management in New York, NY, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and SSN Advisory Inc. Larrea is also an author and provides coaching and consulting services based on over two decades of entrepreneurial experience. Larrea Wealth Management is a state-registered advisory firm serving individuals, corporate pension and profit-sharing plans, charitable institutions, and small businesses. The firm offers financial planning, portfolio reviews, and investment advice, and operates a membership website providing retirement-planning guidance for 401(k) participants.

Cheng Kou is a financial advisor at Time Investment Advisers with a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked for ten years at Verisk Data Analytics. Time Investment Advisers provides portfolio management, financial planning, and advisory services tailored to individuals, families, trusts, estates, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and offers both long-term portfolio management and short-term trading strategies, including option strategies.

Stuart Ruff is the principal and sole advisor at Ruff Choices, an independent registered investment adviser based in Cranford, NJ. He holds the Series 66 designation and has 22 years of industry experience, founding Ruff Choices in 1999. Ruff Choices provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, as well as charitable organizations and certain institutional clients. The firm employs a range of investment strategies including equities, ETFs, and mutual funds, and incorporates the use of margin, short sales, and options for separately managed accounts.

Richard Daskin is a CFP® and CFA® with 16 years of industry experience. He is the principal of RSD Advisors, an independent firm he has led since 2010, and has provided consulting services on municipal bond pricing to Harvest Investments since 2008. RSD Advisors offers financial planning and discretionary investment management to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses fundamental analysis to guide diversified portfolios and manages accounts primarily on a discretionary basis, with a focus on tailored risk tolerance and time horizons.

Mark Pepper is a Series 65-licensed financial advisor with eight years of industry experience. He has been with MRC Group LLC since 2016 and previously worked in business development and sales consulting from 2009 to 2016. MRC Group LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, using Investment Policy Statements to document goals, tax considerations, and risk tolerance. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, implements long-term equity exposure alongside options strategies, and offers consulting services to small businesses that may integrate with client work.

Robert Bonavito is a financial advisor at The Financial Planning Group, Inc. in Scotch Plains, NJ, holding the PFS™ designation with 19 years of industry experience. He has been with The Financial Planning Group since 1995. The firm provides comprehensive financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Their approach includes tailored portfolio construction based on suitability assessments and combines fundamental, technical, and cyclical analysis in security selection.

Steven Rokeach is a CFA® charterholder and the principal advisor at Elliot Investment Management, LLC, with 23 years of industry experience. He founded and has operated the independent firm since 2003. Elliot Investment Management provides ongoing investment supervisory services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis with a range of strategies including options writing, managing portfolios across mutual funds, equities, bonds, fixed income, and select alternative products.

James Manfredonia is a financial advisor at Fig Tree Financials LLC in New York, NY, with 34 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. In addition to his advisory work, he serves as an adjunct professor at Fordham University. Fig Tree Financials LLC provides customized investment advisory services to individuals, high-net-worth clients, trusts, estates, and small businesses, offering discretionary portfolio construction and ongoing investment management. The firm utilizes both fundamental and technical analysis with a primarily long-term investment orientation while accommodating shorter-term trading for rebalancing or client needs.

Zhirun Gao is a financial advisor at Easytransfer Corporation, holding a Series 65 designation and beginning their advisory career in 2025. Prior to joining Easytransfer, Gao was affiliated with various institutions, including Columbia University and Ohio State University. Easytransfer Corporation provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on U.S. equities and ETFs. The firm employs multiple analytical methods and both long- and short-term trading strategies, while emphasizing regular monitoring, reporting, and equitable allocation of investment opportunities.

Leonard Ellis is a financial advisor at Mohawk Capital Advisors, LLC with 5 years of industry experience. He holds a Series 63 designation and has worked at Atlas Merchant Capital, LLC since 2022, where he manages a fund as a Managing Director. He has also held a position at Service Academy Capital Management, LLC and has been with Mohawk Capital Advisors since 2014. Mohawk Capital Advisors offers personalized, discretionary portfolio management for individuals, institutional, and non-profit clients, employing a fundamental analysis approach supplemented by technical tools and options strategies. The firm manages approximately $35.5 million in discretionary assets and utilizes full trading discretion, including borrowing within separately managed accounts.

Marcantonio Antamoro is a financial advisor with Alpha, holding the Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Alpha RIA LLC since 2021 and previously spent five years at Hilbert 8, LLC. Alpha is an independent, fee-only registered investment adviser that provides personalized separately managed account portfolio management primarily to high-net-worth and ultra-high-net-worth individuals and their families. The firm employs a top-down macroeconomic approach combined with quantitative portfolio construction and behavioral finance, offering diversified, low-turnover allocations across various asset classes.

Adam Johnson is a financial advisor with Bullseye Investment Group in New York, NY, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to founding Bullseye IG, he worked at Kensington Investment Counsel and Adviser Investments. He is also the author and founder of Bullseye Brief, a weekly subscription-based investment letter focused on American ingenuity and innovation. Bullseye IG provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, focusing on U.S. public equity strategies. The firm employs a combination of technical and fundamental analysis alongside modern portfolio theory with a long-term trading approach.

Andrew Jarombek is the sole advisor at Jarombek Capital LLC in New York, NY. He holds a Series 65 designation and has prior work experience at Evernorth and Gartner, as well as an academic background from St. Lawrence University. Jarombek Capital LLC is a single-member investment advisory firm providing discretionary portfolio management and investment guidance primarily to individual clients. The firm employs a long-term, buy-and-hold strategy with a focus on fundamental analysis and strategic asset allocation.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wilmington Capital Securities LLC for two years. Outside of advising, Johnson also works as a substitute teacher and provides transportation services through Raiser LLC. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser serving eight clients with a value-oriented, long-term investment approach. The firm offers a bundled wrap-fee program combining financial planning, portfolio management predominantly on a non-discretionary basis, and brokerage services, alongside educational seminars on personal finance and investing.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent registered investment adviser based in Newark, NJ. He holds a Series 65 designation and has 20 years of industry experience, managing his own firm since 2002. Palmerton Financial Services primarily serves individual clients as well as corporate and nonprofit organizations, offering discretionary supervisory management of customized investment portfolios. The firm employs a long-term, fundamental equity-oriented investment approach focused on a limited list of large, well-covered companies, with low turnover and portfolios tailored to client risk tolerance and objectives.

Wills Henriquez is a financial advisor with Ezana Capital Advisers, LLC in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include work at Polk Ave Capital, Inc. and Network 1 Financial Securities, Inc. Henriquez is also the owner of Polk Avenue Capital, Inc., a corporation maintained for tax purposes. Ezana Capital Advisers provides investment advisory and financial planning services to institutions, small- and medium-sized businesses, and individual clients. The firm offers a range of services including holistic financial planning, pension consulting for plan sponsors, and educational seminars, structuring portfolios around clients’ tax situations, risk tolerance, and goals.

Robert Sefcik is the sole advisor at Main & Wall Capital Management, Corp and holds Series 65, 63, and 66 licenses with 16 years of industry experience. He has been with Main & Wall Capital Management since 2011 and was involved in the firm's research and development from 2009 to 2023. Main & Wall Capital Management is a state-registered investment adviser that provides wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a goal-based process centered on capital preservation and risk management, utilizing behavioral finance concepts and model asset-allocation portfolios with both strategic and tactical elements.

Jennifer Brown is a financial advisor at Summer Creek Wealth Management, LLC in New York, NY, with 8 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Summer Creek Wealth Management since 2012. Summer Creek Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and standalone financial planning and consulting. The firm offers specialized business and real estate planning services alongside a tailored investment process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios.

Rui Guo Ma is a financial advisor at Savvy Asset Management LLC in New York, NY, with seven years of industry experience. He holds the Series 65 and Series 63 designations and has held roles at Tradeview Markets and Eddid Securities USA Inc. He also works as a sales manager with Tradeview Markets. Savvy Asset Management LLC provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on equities. The firm employs a combination of fundamental, quantitative, and technical analysis with both long-term and short-term trading strategies and offers discretionary and non-discretionary management without an account minimum.