Steven Puckett is the sole advisor at Fiduciary Pension Partners, LLC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Fiduciary Pension Partners since 2016 and was associated with Gateway Advisory, LLC from 2016 to 2022. Outside of advisory services, he is a majority member and part-owner of Boathouse Investment Properties, LLC, a real estate management business. Fiduciary Pension Partners serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing discretionary portfolio management and pension consulting. The firm employs a varied investment approach incorporating multiple analytical methods and manages both advisory and consulting assets, with a notable pension plan consulting presence.

Michael Dopazo is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Invst LLC and Equitable Advisors. Outside of advising, he has sales roles in life insurance and group health. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning services primarily to individuals and pension/profit-sharing plans. The firm manages approximately $35.9 million for around 130 clients using a long-term, research-driven investment approach focused on ETFs, equities, and fixed income.

John Zeltmann is a CFP® and CFA® with 17 years of industry experience. He has been with S.F. Ehrlich Associates, Inc. since 2007. S.F. Ehrlich Associates provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, employing a strategic asset-allocation framework that combines passive and active investment strategies. The firm offers ongoing portfolio management as well as stand-alone planning and consulting engagements under a fee-only, asset-based advisory model.

Joseph Orlando Jr. is a financial advisor with VCP Financial LLC, holding Series 63 and Series 65 credentials and offering 24 years of industry experience. He has worked at VCP Financial since 2019 and previously spent three years at First Standard Financial Company. Outside of his advisory role, he serves as president of Buy Long Enterprises, a corporation maintaining financial records. VCP Financial LLC provides portfolio management, financial planning, pension consulting, and other advisory services to individuals, pension plans, and business entities. The firm employs a range of investment strategies, including long- and short-term trading and options writing, managing accounts on both discretionary and non-discretionary bases with documented client risk tolerance and objectives.

Peter Christakos is a financial advisor with Westfield Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been involved in multiple business activities including owning a CPA firm, Christakos & Co., and working as a real estate agent with Century 21 and Christakos Real Estate. He also teaches as an adjunct professor in the CFP program at Fairleigh Dickinson University and instructs CPAs nationwide on financial planning. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside personal financial planning and retirement plan advisory services. The firm employs tailored asset allocations using various investment vehicles and combines fundamental, cyclical, and technical analysis to support both long-term and tactical strategies.

Scott Hechler is a financial advisor at Purevest with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, SW Financial, and Worden Capital Management. He is based in Staten Island, NY. Purevest provides comprehensive asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm offers personalized portfolio management and retirement consulting, with most accounts managed on a non-discretionary basis.

Yan Sun is a CFA® charterholder with 18 years of industry experience, currently serving at Taurus Financial in Jersey City, NJ. His prior work includes roles at Credit Suisse Securities and LPL Financial. He is also the owner of TDG International LLC, a non-investment-related business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing fundamental and quantitative analysis alongside a range of investment strategies.

Eleana Mclane is a financial advisor at Redwood Financial Planning, LLC with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Nationwide Investment Services Corporation. Redwood Financial Planning, LLC manages approximately $213 million across three advisors, providing portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs fundamental analysis combined with tactical overlay strategies and offers both discretionary and non-discretionary mandates, including due diligence and monitoring of recommended third-party asset managers.

Katherine Feeney is a CFP® and CFA® with over 10 years of industry experience. She has worked at Offit Capital for nine years before joining Summit Place Financial Advisors, LLC, where she is part of a four-advisor team. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $256 million in discretionary assets and uses a combination of fundamental, technical, and charting analysis across multiple asset types and trading approaches.

Steven Feldstein is a financial advisor with over 41 years of industry experience. He holds the CFP® and ChFC® designations and currently operates through Steven Feldstein dba Steven Feldstein & Associates, an affiliate of Feldstein Financial Group. He has worked extensively in financial services since 1990, including roles at First Allied Securities and Security Mutual Life. Steven Feldstein & Associates provides financial planning and portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a long-term, value-oriented investment philosophy focused on companies trading near tangible book value and maintains primarily non-discretionary client relationships.

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

Ryan Cole is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has worked at Integrity Advisory Partners LLC since 2012 and is also associated with Integrity Financial Partners, Inc. and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and acts as an independent insurance agent and business consultant with Liberty Mutual. Integrity Advisory Partners is a small SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm offers personalized investment management and financial planning, using a mix of fundamental analysis, charting, and both long- and short-term strategies, with a majority of assets managed on a non-discretionary basis.

Brad Flood is a CFP® professional at Tenon Financial with over a decade of experience in the investment industry, including roles at HPS Investment Partners and Fortress Investment Group. He joined Tenon Financial in 2025. Tenon Financial serves individual and high-net-worth clients by providing tailored investment management, financial planning, and limited-scope hourly engagements. The firm primarily employs passive investment strategies while incorporating fundamental, technical, and cyclical analysis to guide sector selection and tactical decisions.

Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis and emphasizes diversified, low-cost core portfolios grounded in a Modern Portfolio Theory framework, incorporating tax minimization, behavioral finance, and long-term strategies.

Alan Stern is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at Sternt Capital Management, Inc. since 2015. The firm provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. Sternt Capital Management employs model asset allocation portfolios invested mainly in mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

Abel Reyes is a financial advisor at Rimac Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Silicon Valley Bank and Pacific Western Bank. Reyes is involved with Bowery Realty, LLC, a passive real estate investment. Rimac Capital LLC is a small advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs a mix of fundamental, cyclical, and quantitative analysis, incorporating higher-risk trading strategies such as margin, short sales, and options.

Benjamin Kaufamn is a financial advisor at Vanquour LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Rochester University and the United Nations International School. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment vehicles and employs a combined fundamental and technical analysis approach focused on long-term portfolio building with tactical reallocations as needed.

Matthew Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, including a current role at Fidelity Investments and prior work with Talisman Wealth Advisors. Before entering finance, he worked several years in education at various schools. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million for around 141 clients, employing a diversified, low-cost investment approach grounded in Modern Portfolio Theory and emphasizing tax minimization and behavioral finance.

Kean Amaral is a CFA® charterholder with 19 years of industry experience. He currently serves as the sole advisor at United Success Wealth Management and has held positions at Merrill Lynch and Fortis Capital Advisors. Outside of his advisory work, he owns and operates a marketing services firm and manages an Airbnb property. United Success LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies across multiple asset classes and integrates accounting, tax, and insurance services within its offering.