William Downey is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Charles Schwab and JP Morgan Chase. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of model portfolios, algorithmic methods, and a formal advisory role to multiple registered investment companies.

Bari Venetsky is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Monks is the sole advisor and managing member of CTM Financial, LLC, an independent registered investment adviser based in Mahwah, NJ. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, leading CTM Financial since 2002. CTM Financial provides portfolio management and advisory services to a small client base that includes individual investors and corporate clients. The firm offers separately managed accounts and utilizes derivatives in some strategies to manage exposures, distinguishing itself as a boutique, one-advisor practice with a specialized approach.

Steven Bruce Miller is a CFA® charterholder with 10 years of industry experience. He is the principal advisor at Kingston Horizon Advisors LLC, having previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined 10 years. Outside of his advisory role, he is the sole owner of Jamaica Island Honey Limited, an agro-processing business. Kingston Horizon Advisors LLC provides investment advisory and financial planning services to pension plans, businesses, non-profit and government entities, trusts, families, and individual investors. The firm typically builds diversified, long-term oriented portfolios tailored to client goals, using both fundamental and technical analysis, and offers distinctive retirement plan advisory and pension-consulting services uncommon among firms of its size.

Carl Chaikin is the sole advisor at Chaikin Capital Management Inc., an independent registered investment adviser based in Woodcliff Lake, NJ. He holds a Series 63 designation and has 20 years of industry experience, having operated his firm since 1990. Chaikin Capital Management provides discretionary portfolio management and investment advisory services to a small group of individual clients. The firm manages approximately $55.8 million in assets across about 15 client relationships, focusing on a concentrated client base and employing performance-based fee arrangements.

David Sokolower is a financial advisor at Repex Investment Management Co., Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Repex & Co., Inc. since 1982. Repex Investment Management Co., Inc. provides discretionary portfolio management and advisory services primarily to individual and high-net-worth investors, managing approximately $54.6 million in assets across 59 client relationships. The firm employs a percentage-of-assets-under-management fee model and outlines its investment strategies, operational controls, and regulatory disclosures in its Form ADV brochure.

Douglas Sokolower is a financial advisor with Repex Investment Management Co., Inc. in Closter, NJ, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Repex and Co., Inc. from 2013 to 2018 before joining Repex Investment Management Co., Inc. in 2019. Repex Investment Management Co., Inc. is a state-registered investment adviser managing approximately $52 million for about 59 primarily individual and high-net-worth clients. The firm provides portfolio management and advisory services under discretionary and non-discretionary arrangements, operating with a small team and a concentrated client base.