Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets from 2007 and other positions from 2016 to 2020 before joining Blue Ox in 2021. Blue Ox Capital Management provides advisory services to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm focuses on manager selection and due diligence without discretionary portfolio management or trading of client accounts.

Robert Canzani is a financial advisor at Saiph Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Saiph Capital provides financial planning, consulting, and investment management to individuals, trusts, charitable organizations, corporations, pension plans, and banking and thrift institutions. The firm employs a long-term strategic asset allocation approach with tactical adjustments and utilizes a range of investment vehicles, combining fundamental, technical, and cyclical analysis tailored to client risk tolerance and time horizon.

Francis Astorino is a CFP® with 42 years of industry experience, currently serving at The Astorino Financial Group, Inc., where he has worked since 1998. He also maintains a long-term association with LPL Financial beginning in 2003. Astorino is a notary public and has experience selling non-variable insurance products through outside companies. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory or portfolio management services but assists clients who choose to implement recommendations through LPL Financial or other providers.

Theodore Fiore is a financial advisor at Diversified Planning Strategies Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, Jones Lang Lasalle, Primerica Advisors, and Keller Williams. Outside of his advisory role, he volunteers as a youth basketball coach at Saint Catherine of Siena School in Cedar Grove, NJ. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154 million in assets across about 364 client accounts, using third-party model portfolios and a sub-adviser for trading and reporting, while handling client supervision and advice internally.

Tyler Kennedy is a financial advisor at Vaughan and Company Securities, Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Betterment. Vaughan and Company Securities, Inc. provides discretionary investment advisory services primarily to individual and high-net-worth clients, as well as pension, profit-sharing, and 401(k) plan sponsors. The firm’s investment approach includes individual portfolio management, financial planning, and the use of third-party managers, with strategies aligned to clients’ objectives and reviewed regularly.

Catherine Gilhuley is an advisor at Sterling Legacy Advisors Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors, LLC. Outside of her advisory roles, she was involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. is a New Jersey-based firm offering portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm employs an individualized approach using various analytical methods and integrates financial planning with ongoing portfolio management.

Lauren Wong is a CFA® charterholder with 23 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. She also serves as Vice President of SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research, focusing on long-term growth and a defensive fixed income strategy, while managing portfolios with a concentrated, personalized approach.

William Chen is a financial advisor at Tandem Capital Management, Inc. with three years of industry experience. He has been with Tandem Capital Management since 2018 and previously worked at CLSA Americas from 2015 to 2017. Chen holds the Series 65 designation. Tandem Capital Management provides wealth management and investment-advisory services to high-net-worth individuals, families, entrepreneurs, executives, trusts, estates, and retirement plans. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside defensive fixed income strategies with a long-term perspective.

Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process emphasizing dividend-growth potential and above-average earnings prospects.

Marc Bautis is a financial advisor at Bautis Financial, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Bautis Financial since 2008. The firm provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with around $197 million in discretionary assets. Bautis Financial emphasizes client-specific Investment Policy Statements and employs a range of analytical tools to implement diversified trading strategies across multiple asset classes.

Douglas Wolfe is a financial advisor at Saddle River Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, Wolfe provides insurance services to clients who request them. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients. The firm offers portfolio management and comprehensive financial planning, focusing on ongoing planning and regular reviews. Their investment approach uses cost-efficient, globally allocated portfolios constructed with ETFs and mutual funds, guided by a proprietary research model that combines fundamental and technical analysis.

Michael Porro is a CFP® professional with 23 years at Michael J. Porro & Co. Financial Advisors, Inc. and 13 years of industry experience. He serves as a general partner in three limited partnerships that hold real estate. Michael J. Porro & Co. Financial Advisors provides investment management and financial planning to individual clients, trusts, estates, corporations, and pooled investment vehicles, employing a structured six-step planning process and actively managed portfolios across multiple asset classes.

Claudia Rodriguez is a financial advisor at Cenacle Partners with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Calyx Capital Advisors, LLC since 2013. Cenacle Partners provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, charitable institutions, foundations, and endowments. The firm employs a range of investment strategies including long-term, short-term, trading, and options, supported by research from financial periodicals and custodial firms, with most accounts managed on a discretionary basis.

Alberto Libertini is a financial advisor with L&L Partners Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Libertini has been with L&L Partners Wealth Management since 2006. L&L Partners Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, creating customized Investment Policy Statements for each client. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that include equities, fixed income, ETFs, and derivative strategies, managing accounts primarily on a discretionary basis with quarterly reviews.

Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.

Steven Sanders is a financial advisor with Sanders Smith Limited, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Sanders Smith Limited since 1994 and concurrently at Osaic Wealth, Inc. since 2006. Sanders Smith Limited provides hourly financial planning and advisory services to individuals, trusts, companies, and pension plans, focusing on analysis and recommendations rather than discretionary portfolio management. The firm uses fundamental and technical analysis to develop tailored, long-term mutual fund strategies and collaborates with affiliated broker-dealer and insurance entities to facilitate trade execution and product sales.

William Villafranco is the principal advisor at Villafranco Wealth Management in Cresskill, NJ, with 30 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Apb Financial Group, Inc. He is involved in several nonprofit organizations, serving as a trustee for the Virginia B. Toulmin Foundation III and the National Foundation for Facial Reconstruction, and is the founder of Footprints in the Sand as well as owner of Humble Yoga LLC. Villafranco Wealth Management provides personalized investment management services to wealthy individuals, high net worth families, trusts, private foundations, and internal private investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, sponsors and advises private pooled investment vehicles, and manages related private funds, with a focus on customized portfolios using model allocations, fundamental analysis, and a mix of mutual funds, ETFs, equities, and third-party managers.

Ilir Gjoni is a CFP® professional with 13 years of experience at Capital Preservation Partners, Inc. in Bronxville, NY. He has been with the firm since 2013. Outside of his advisory role, he is involved in real estate brokerage and property management through entities including Alphabet Realty, LTD and Adriatic Holdings LLC. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans, providing tailored financial planning and portfolio management. The firm uses a combination of fundamental and technical analysis to construct portfolios and emphasizes ongoing monitoring and specialized planning services.

Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.