John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Antonio Taddeo is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Financial Planning Associates, LLC and previously worked at Gladstone Wealth Partners. In addition to his advisory work, he is involved in insurance sales on a part-time basis. Financial Planning Associates, LLC provides investment supervisory services and financial planning to individuals, high-net-worth households, and small business clients, including pension and profit-sharing plan sponsors. The firm offers discretionary portfolio management using both fundamental and technical analysis, and it maintains an affiliated insurance practice alongside its investment services.

David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

Jay Taparia is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He is the sole advisor at Sanskar Advisors, Inc., where he has worked since 2000. Taparia also has roles at Sanskar Tax Advisors, Inc. and Climate CFOs, Inc., and has been involved with New York University since 2015. Sanskar Advisors is an independent, single-adviser registered investment adviser that provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis and is affiliated with an in-house tax and accounting practice, offering integrated financial and tax services.

Joseph Grundy is a CFP® professional with eight years of industry experience and has been self-employed since 1988. He operates Grundy Financial Advisory Services as a sole advisor and engages in gold futures trading for his own personal benefit. Grundy Financial Advisory Services provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs and maintaining a long-term investment approach tailored to clients’ risk tolerance and objectives.

Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

Curtis Pope is a CFP®-certified financial advisor with eight years of industry experience, currently operating as the sole advisor at Pope Wealth Planning, LLC in Tarrytown, NY. His prior experience includes roles at Morgan Stanley, Wealthsimple, Ameriprise Financial Services, and Northstar Money, where he also serves as a financial planner for a fintech company focused on employer financial wellness programs. Pope Wealth Planning, LLC provides investment management and financial planning services to individuals, couples, and high-net-worth clients, emphasizing passive portfolio construction through index funds and ETFs combined with fundamental analysis and third-party models. The firm typically operates under non-discretionary trading arrangements, offering a hybrid service model that integrates ongoing planning with model-driven execution.

William Martone is the principal of Martone Capital Management, Inc. in Tarrytown, NY, with over 31 years at the firm and eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent. Martone Capital Management provides fee-based investment advisory and portfolio management services to individuals, high-net-worth investors, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes, managing a majority of assets on a non-discretionary basis with a focus on pension and profit-sharing clients.

Brandon Sack is a financial advisor at Active Wealth Advisors in Woodcliff Lake, NJ. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining Active Wealth Advisors, he was affiliated with GAB Management Corp and worked at Florida Atlantic University. Active Wealth Advisors is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, and a variety of institutional clients including pension plans, trusts, and charitable organizations. The firm employs a goals-based, disciplined investment process incorporating fundamental analysis, modern portfolio theory, and sector rotation to manage diversified portfolios.

Jason Joseph is a financial advisor with Abby Advisors LLC in Dobbs Ferry, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abby Advisors, he worked as a self-employed advisor for several years. Abby Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a combination of passive and active investment strategies and offers both discretionary and non-discretionary account management, with a focus on long-term holdings alongside occasional short-term trades.

Robert Solimano is a financial advisor at Angel Oak Financial Services LLC in Montvale, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with Angel Oak Financial Services since 2015. Angel Oak Financial Services LLC provides comprehensive financial planning and fee-only investment management to individuals and small businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, emphasizing globally diversified, long-term portfolios with attention to downside protection and tax efficiency.

David Siflinger is the principal of David's Planning Services, LLC in Eastchester, NY. He holds a Series 65 license and has two years of industry experience. Prior to his current role, he worked at DermX Media and RNN-TV. David's Planning Services, LLC offers general financial planning to individuals and small businesses, focusing on budgeting, retirement and investment guidance, insurance advice, tax preparation, and education planning. The firm typically recommends diversified mutual funds and employs a buy-and-hold strategy without managing client assets or accepting discretionary authority.

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.

Yan Zhang is a financial advisor at RSA Capital with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RockyStream Advisor, LLC and Sii since 2014. RSA Capital provides discretionary investment management and financial planning to individuals, family trusts, small businesses, and institutions, including foreign clients primarily from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering two core programs: the RSA Allocation Series and the RSA Premiere Strategy.

Joseph Obertlik is the principal and sole advisor at Obertlik Wealth Management LLC, holding a Series 65 credential. He has been with the firm since its founding in 2025 and has no prior industry experience. Outside of financial advising, he serves as president of several non-investment businesses, including vending operations and pickup delivery services. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management services to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis for investment selection and offers personalized portfolio management with periodic rebalancing and quarterly reviews.

Boaz Witelson is the sole advisor at Sensus Investment Management, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Sensus Investment Management provides advisory services to individual clients and corporate retirement plans, specializing in discretionary portfolio management and non-discretionary pension consulting. The firm uses a top-down, asset-allocation driven approach with quantitative optimization and incorporates derivatives and option strategies to manage risk and costs.

Ketu Desai is a financial advisor at I-Squared Wealth Management, Inc. in Totowa, NJ, with nine years of industry experience. He holds a Series 65 designation and has been with I-Squared Wealth Management since 2016. Desai serves as an independent board member for several closed-end funds, including Saba Capital Income & Opportunities Fund, Saba Capital Income & Opportunities Fund II, and ASA Gold and Precious Metals Limited. I-Squared Wealth Management provides discretionary asset management and institutional investment consulting to individuals, high net worth clients, and retirement plans. The firm employs a range of portfolio strategies, including long and short positions, option writing, hedging, and the use of derivatives and structured credit, tailoring portfolios to client goals and risk tolerances while also offering defined retirement plan consulting to employer plan sponsors.

Kwesi Simmsparris is the principal of Kaspian Wealth Management and holds a Series 66 designation with 20 years of industry experience. He has been with Kaspián Wealth Management Inc. since 2012 and has operated Kaspian Financial Service, Inc. since 2001. In addition to his advisory role, he is a Certified Public Accountant and an insurance agent, providing accounting and insurance services to clients. Kaspian Wealth Management LLC offers investment advisory services primarily to individual clients and qualified retirement plans, including ERISA 3(38) investment management. The firm employs discretionary asset management with asset allocation models, periodic rebalancing, and fundamental analysis, using third-party portfolio construction and reporting services.