Jeff Ho is a financial advisor with Generation Wealth Management in New York City. He holds a Series 65 designation and has nine years of industry experience. Ho has been a sole proprietor since 2017 and has worked at Generation Wealth Management since 2016. He also serves as an insurance agent in a separate business activity. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both one-time and ongoing planning, including retirement plan consulting and public seminars.

Peter Heine is a financial advisor at Strong Wealth Advisors, LLC with professional credentials including Series 65 and Series 63 licenses. He has over 15 years of industry experience, having worked previously at Smith Graham & Co Investment Advisors L.P. and Loop Capital Asset Management. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, and consulting services. The firm offers customized portfolio construction using a variety of analysis methods and manages private pooled investment vehicles, often with performance-based fee structures for qualified accounts.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Saiph Capital, LLC since 2021. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his financial advisory work, he is a member of the Screen Actors Guild and has worked occasionally as an actor, extra, and stunt player. Saiph Capital provides financial planning, consulting, and investment management to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and notably banking and thrift institutions. The firm employs a long-term strategic asset allocation approach with tactical adjustments, utilizing a mix of mutual funds, ETFs, individual securities, and Independent Managers tailored to client risk tolerance and objectives.

Anthony Daria is a financial advisor at Strategic Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Wealth Management since 2006. Strategic Wealth Management primarily serves individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management, retirement planning, and other financial services. The firm uses model portfolios focused on diversification through ETFs and mutual funds and manages predominantly non-discretionary assets for a client base of everyday investors.

Richard Wolfe is a CFP® with 21 years of industry experience and has been with Saddle River Capital Management, LLC since 2003. He is based in Wyckoff, NJ, and holds a Series 65 license. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients by providing portfolio management and comprehensive financial planning. The firm uses a proprietary research model combining fundamental and technical analysis to construct cost-efficient, globally allocated portfolios primarily using ETFs and mutual funds, with an emphasis on ongoing planning and performance tracking through quarterly reviews and modeled scenario testing.

Jennifer Lammer is a financial advisor at Diamond NestEgg with a Series 65 license and four years of industry experience. She has been with Diamond NestEgg since 2019 and is also the Chief Executive Officer and Managing Member of Lammer and Company, LLC, an inactive business entity. In addition to her advisory role, she works part-time as an independent insurance agent. Diamond NestEgg primarily serves individual clients by providing comprehensive financial planning, one-on-one coaching, and retirement and education planning. The firm emphasizes planning and client-directed implementation, focusing on educational programming and online personal finance courses rather than discretionary portfolio management.

Gail Wiesenfeld is a financial advisor at Nardis Advisors LLC in New Rochelle, NY, with 10 years of industry experience. She has been with Nardis Advisors since 2013. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm offers customized portfolios across multiple asset classes, including socially responsible investment options, and maintains a cross-border operating posture with multiple offices and formal arrangements with non-U.S.-registered subadvisers.

Jeffrey Gibs is a financial advisor at Volumetric Advisers with five years of industry experience. He holds Series 63 and Series 65 designations and has been with Volumetric Advisers since 2015. Volumetric Advisers primarily provides investment advisory services to the registered mutual fund Volumetric Fund, Inc., along with portfolio management for separately managed accounts and advisory services to individuals and small businesses. The firm uses a proprietary volume-and-trend methodology called the “Volume and Range” system to guide its investment decisions.

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

John Williams is a financial advisor at Bautis Financial, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bautis Financial since 2018, including its current iteration since 2020. Prior to his financial services career, he was involved with Woosh Athletic, LLC, an athletic-related business, from 2013 to 2016. Bautis Financial, LLC provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with about $197 million in discretionary assets. The firm uses client-specific Investment Policy Statements and a variety of analytical techniques to implement trading strategies across multiple asset classes, typically operating on a discretionary basis with annual account reviews.

Timothy Bradley is a financial advisor with Dynamic Trading Management, LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Dynamic Trading Management since 2007 and also works with Cabot Lodge Securities LLC. Outside of advisory services, he owns the Timothy Bradley Agency, a transactional business related to broker-dealer and insurance products. Dynamic Trading Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and investment advice primarily to individuals, trusts, and estates. The firm employs a multi-faceted investment approach combining macro analysis with fundamental and technical security selection, focusing mainly on equities and cash, and manages accounts with customized plans based on client objectives, risk tolerance, and tax considerations.

Jeffrey Bernstein is a financial advisor with Silverberg Bernstein Capital Management, holding Series 65 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Cowen and Company LLC, Cowen Prime Advisors LLC, Cowen Prime Services LLC, and Concept Capital Markets, LLC. He serves as a partner and Chief Compliance Officer at his current firm. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser that provides discretionary asset management, financial consulting, and securities research to individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm’s investment approach focuses on concentrated, low-turnover portfolios emphasizing smaller-capitalization companies with proprietary intellectual property and seeks to manage downside risk through careful selection criteria.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual, where he worked from 2005 to 2017. Outside of advising, he is a managing partner in RJE Marine Services LLC, a charter boat business operated by his son. First Light Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm uses a portfolio construction approach based on fundamental and cyclical analysis combined with Modern Portfolio Theory and manages assets with ongoing monitoring and coordination with other client professionals.

Stephen Varlotta is a Series 65-credentialed advisor at ProAthlete Wealth Management LLC with experience across several firms including SL Green Realty Corporation and Piper Sandler. He is based in Scarsdale, NY. ProAthlete Wealth Management LLC provides discretionary portfolio management, financial planning, and concierge services primarily to professional athletes and clients with complex personal and lifestyle needs. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, utilizing third-party managers for securities-level decisions while maintaining overall allocation control.

Markus Lammer is a Series 65 licensed financial advisor at Diamond NestEgg with 10 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC. He also owns income-producing real estate in London, United Kingdom. Diamond NestEgg works primarily with individual clients, offering comprehensive financial planning, coaching, retirement and education planning, and modular advisory services. The firm emphasizes planning and client-directed implementation over discretionary management and supports investment strategies focused on passive vehicles such as mutual funds, ETFs, equities, fixed income, and REITs.

Peter Goodman is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with SFI Advisors since 2001 and has prior experience at Manufacturers Life Insurance Company spanning three decades. Goodman serves on the executive committee of a retirement planners’ study group, Retirement Advisors & Designers of America (RADA). SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs tailored investment strategies, including modern portfolio theory and long-term purchase approaches, and offers access to a range of investment products such as equities, bonds, mutual funds, ETFs, and municipal securities.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

Kent Sheng is a CFA charterholder with 24 years of industry experience. He has been with Tandem Capital Management, Inc. since 1991, serving in his current role for over three decades. Outside of his advisory work, he serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual and high-net-worth clients. The firm employs an actively managed growth-at-a-reasonable-price equity strategy combined with selective fixed-income investing and integrates wealth planning with portfolio management.

Chintu Pandya is a CFP® professional at Generation Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Stony Brook University and held positions at Amazon Rep Services and Thomson Reuters over a 24-year period. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, as well as services to businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers a range of services including retirement plan consulting, a wrap-fee program, and public seminars.

Joel Schreiber is a CFP® with 24 years of industry experience, currently serving as a financial planner at SFI Advisors, LLC since 2017. His prior experience includes over a decade with Kestra Investment Services, LLC and Kestra Advisory Services, Inc. He is also a part-time lecturer at Rutgers University, teaching economics, data analytics, labor institutions, and finance courses. Additionally, Schreiber serves as a trustee for a family irrevocable life insurance trust. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans, offering discretionary portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs tailored investment approaches such as modern portfolio theory and long-term purchase strategies while providing a range of investment advice across equities, bonds, mutual funds, ETFs, and other securities.