Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 14 years of industry experience. He has been with Roseheart Investment Advisors since 2012 and previously worked at Roseheart Associates, LLC for 21 years. He holds the Series 63 and Series 65 designations. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, creating written Investment Policy Statements tailored to each client's goals, tax considerations, and risk tolerance. The firm’s investment approach incorporates fundamental and technical analysis across a range of asset classes and employs both long-term and active trading strategies, managing approximately $24 million in discretionary assets for a relatively small client base.

Mark Meyerowitz is the founder and president of Meyerowitz Investment Management, an independent firm based in West Orange, NJ. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Meyerowitz has led his solo advisory practice since 2003. Meyerowitz Investment Management provides investment management and related services to individual investors, high-net-worth individuals, corporations, and small businesses. The firm employs a mix of fundamental and technical analysis to manage portfolios on a discretionary basis, offering a range of strategies from long-term investing to short-term trading.

Jeffrey Barnett is a financial advisor at Fintegrity LLC with eight years of industry experience. He holds a Series 65 designation and has been with Fintegrity since 2017. Fintegrity is an independent, fee-only registered investment adviser serving high-net-worth individuals, families, trusts, business entities, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and ongoing advisory services, employing a long-term, tax-aware investment approach grounded in fundamental analysis and behavioral finance.

Neil Grossman is a financial advisor at Indfin LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his work at Indfin, he is the managing member of GB Associates, LLC, a registered municipal advisor providing financial analysis and advisory services to municipalities, public agencies, and private corporations. He is also a licensed insurance agent. Indfin LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and advisory consulting to individuals, high-net-worth clients, and corporate clients. The firm manages about 55 accounts with approximately $128 million in assets, utilizing target asset allocations across individual securities, ETFs, and mutual funds, with risk management strategies including periodic rebalancing and stop-loss orders.

Peter Shiftouri is a Series 65-licensed financial advisor at Orion-Archstone Asset Management Inc. with four years of industry experience. His previous roles include consulting positions at Arch Capital Group and Morgan Stanley, as well as employment at Agam Capital and Credit Suisse. Orion-Archstone Asset Management is an independent, single-advisor firm managing approximately $1.8 million for a small client base. The firm offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, small businesses, nonprofit organizations, and pension and profit-sharing plans, utilizing a blend of fundamental and technical analysis alongside proprietary quantitative models.

Edward Dove is the president of ESD Advisory Services Inc, an independent registered investment adviser. He holds a Series 63 designation and has 12 years of industry experience. He has been associated with ESD Advisory Services since 1982 and Lincoln Financial Advisors Corporation since 1994. In addition to his advisory work, he prepares income tax returns. ESD Advisory Services operates as a solo practice, providing discretionary portfolio management and financial planning to individuals, business owners, trusts, estates, and charitable organizations. The firm manages approximately $42 million, focusing on a small number of larger accounts with an emphasis on long-term, quality-oriented portfolios and careful manager selection.

George Antonopoulos is the sole advisor at WallStreeti.com, LLC, an independent firm based in New York, NY. He holds Series 63, 65, and 66 licenses and has 11 years of industry experience, with over 24 years managing WallStreeti.com, LLC. Outside of his financial advisory role, he is involved in film and theatrical production. WallStreeti.com, LLC provides fee-only investment management and advisory services primarily to high-net-worth individuals and certain institutional clients. The firm follows a Modern Portfolio Theory framework with a focus on non-discretionary, diversified portfolios using passive mutual funds, ETFs, and fixed income securities.

Adam Young is a financial advisor with Precession Capital Management, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Precession Capital Management in 2021, he worked at Clear Haven Capital Management LLC from 2012 to 2021. Precession Capital Management provides discretionary and non-discretionary portfolio management services to high-net-worth and institutional qualified investors, focusing on credit-sensitive fixed income instruments. The firm employs a macro-informed, absolute-return oriented investment approach and uses performance-based fees for qualified clients.

Mohammad Hosseini Nejad is a financial advisor with Investment Management 911, holding 19 years of industry experience. He has been with Investment Management 911 since 2000 and also has a long tenure with Unilever HPC USA starting in 1989. Investment Management 911 serves individual and business clients by providing discretionary investment management, customized investment policies, periodic rebalancing, and financial planning. The firm focuses on diversified, asset-allocation portfolios using primarily low-cost, no-load mutual funds and ETFs, emphasizing tax-efficient placement and minimizing investment costs.

Jason Ginsburg is a financial advisor with DJ Wealth Systems, LLC in New York, NY, holding a Series 63 designation and 24 years of industry experience. His prior experience includes 20 years at Goldman Sachs and a year at Fortis Capital Advisors, LLC. He has led DJ Wealth Systems since 2018. DJ Wealth Systems, LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on Investment Policy Statements and customized asset allocations across equities, fixed income, ETFs, and commodities. The firm uses quantitative and technical analysis with short-term trading techniques, including margin and options strategies, and emphasizes tailored risk management and quarterly reporting.

I’m Paul Cipriano, the founder of Cipriano Wealth Management. I decided to launch Cipriano Wealth Management as a fee-only, independent registered investment advisor to eliminate the inherent conflicts of interest that investors are often forced to accept when engaging with a financial advisor. I offer comprehensive financial planning under a monthly subscription service. I also combine financial planning with ongoing investment management services and charge fees based on the value of the assets managed (AUM). I prioritize the development of your unique comprehensive financial plan as the foundation of our relationship. I am not singularly focused on gathering assets and refrain from managing investment portfolios unless we have developed a strategic plan for your assets. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers on portfolio management, investment strategy and market risk. I combine that experience with my training as a CFP® professional to help middle- and high-income families from working class backgrounds achieve their personal financial goals. Would you like to connect? Book a 20 Minute Intro call on my online calendar at calendly.com/ciprianowealth.

Kfir Weinraub is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is the principal of Kind Capital Wealth LLC, a registered investment adviser founded in 2025. Prior to this, he held roles at eHealth Inc., Interpublic Group, Ernst & Young, and Ralph Lauren. Outside of his advisory work, he serves as Vice President of Total Global Rewards and HR Business Partner at eHealth Inc. and owns an HR consulting business, Kind Compensation LLC. Kind Capital Wealth LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental-analysis approach to portfolio construction, typically using ETFs and low-cost mutual funds, and offers retirement-plan consulting services in a 3(21) fiduciary capacity.

Antony Mott is a CFA® charterholder and the sole advisor at Customers' Yachts Advisers, Inc. in New York, NY, with 16 years at the firm and a total of four years of industry experience. His professional background includes expertise in valuation, structured products, and market-making, supported by advanced credentials and patents in valuation and risk management. Customers' Yachts Advisers is a fee-only independent firm managing about $7 million in client assets across individuals, IRAs, pension plans, foundations, and corporations. The firm employs a global, equity-oriented investment strategy using low-cost ETFs with infrequent rebalancing, accepts substantial cash positions, and operates with certain uncommon practices such as not voting client proxies or providing routine tax preparation.

Cengiz Ozdemir is a financial advisor at Arman James Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Arman James Investments since 2010. Arman James Investments provides customized portfolio management primarily for individual clients, focusing on value-oriented, research-driven investment strategies. The firm emphasizes account accessibility and liquidity, offering concentrated portfolios with active trading and option strategies tailored to client risk profiles.

Garth Weil is a financial advisor at Diversified Strategies LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Diversified Strategies since 2005. Diversified Strategies provides financial coaching, investor education, fiduciary retirement-plan analysis, and consultative investment services primarily for individual investors, trusts, estates, and small business owners. The firm typically introduces clients to Matson Money for discretionary asset management and serves as a co-advisor and liaison throughout the investment process, emphasizing ongoing investor education and periodic portfolio reviews.

Kenneth Rilander is the sole advisor and principal at BasicValue Asset Management Inc., an independent firm based in New York, NY. He has over 30 years of experience in the industry, including 31 years with BasicValue Asset Management. Rilander holds an MBA from The Wharton School. BasicValue Asset Management serves a small client base of individuals and select institutional retirement and pension plans, managing approximately $38.7 million. The firm employs a value-oriented, long-only buy-and-hold strategy, constructing customized and diversified portfolios using independent research and modern portfolio tools.

Theresa Wan is a CFP® and CFA® credentialed advisor with 14 years of industry experience. She is the sole advisor at Treesa Financial Planning, LLC, where she has worked since 2012. Treesa Financial Planning offers fee-only financial planning and investment consultation to individual and family clients, focusing on hourly or fixed-fee engagements rather than ongoing portfolio management. The firm employs a globally diversified core-and-satellite investment approach using index and active funds and ETFs, and it does not take custody of client assets or provide discretionary trading.

Timothy Kuznetsov is a CFA® charterholder with Series 65 registration and a background that includes positions at Morgan Stanley Investment Management, Franklin Templeton Investments, and Manning & Napier Advisors. He has been affiliated with Libris Capital Management LLC since 2021. Libris Capital Management LLC provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, using a combination of cyclical, fundamental, and quantitative analysis. The firm creates customized Investment Policy Statements for each client and employs both long- and short-term trading across a range of asset classes.

Charles Chiu is a financial advisor with Golden Lake LLC in Parsippany, NJ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding Golden Lake LLC in 2013, he worked at TFS Securities, Inc. from 2015 to 2020. Golden Lake LLC provides investment management and consulting services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm employs a top-down, market-cycle approach incorporating macroeconomic analysis, market timing, tactical overlays, and quantitative technical analysis.

Laurence Guberman is a financial advisor at Constantine Barry Asset Management (CBAM) with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bear, Stearns & Co. Inc. since 1998. CBAM provides investment supervisory services and consulting to individuals, charitable organizations, corporations, and institutional sub-advisory programs. The firm uses a data-driven, personalized investment approach that incorporates fundamental analysis and mutual fund/ETF evaluation, managing most client assets on a non-discretionary basis and serving a notable non-U.S. client base.