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.

Stephanie Dearmont is a Series 65-licensed advisor with Watch Hill Advisors, LLC in New York, NY, where she has worked since 2011. She has 15 years of industry experience. Outside of her advisory role, she contributes as a writer for the web-based magazine BritishFoodInAmerica.com. Watch Hill Advisors provides discretionary investment management to individual investors and trusts, including some high-net-worth clients, using strategic asset allocation tailored to each client's goals. The firm employs a top-down economic and sector analysis to construct diversified portfolios primarily composed of index-based ETFs and selectively screened mutual funds.

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.

Abraham Itani is the principal advisor at Itani Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise and HD Vest Investment Services. In addition to his advisory role, he operates Itani Accounting and Tax LLC, a tax preparation and accounting business he founded in 2001. Itani Wealth Management provides portfolio management services primarily to individual and high-net-worth clients, managing accounts mostly on a non-discretionary basis. The firm constructs portfolios mainly from ETFs and mutual funds using Modern Portfolio Theory and utilizes sub-advisors on its custodian platform.

Pasquale Pisani is a financial advisor at Avanti Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kingsview Wealth Management from 2016 to 2022. Pisani is also involved with Avanti REO LLC, a special purpose entity related to investment activities. Avanti Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and offers ERISA-compliant retirement plan services, combining fiduciary consulting with licensed insurance product offerings.

Ariel Tavor is the sole advisor at Lions Financial Advisory, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at Penn Mutual, Hornor Townsend & Kent Inc, and New York Life Insurance Company. Outside of his advisory work, Tavor is involved as a board member and treasurer of the Young Israel of Queens Valley and serves as a trustee managing family trust investments in venture capital, private equity, and REITs. Lions Financial Advisory serves primarily individual clients, including high-net-worth households, as well as a small number of charitable and corporate clients. The firm offers customized portfolio management and financial planning, employing a range of analytical methods and a long-term trading approach, and provides discretionary management aligned with clients’ objectives and risk tolerance.

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.

Christopher Mitchell is a financial advisor at Keala Advisors with three years of industry experience. He holds a Series 65 designation and has also operated his own law practice since 2015. Keala Advisors is an independent firm based in New York, NY, with a single-advisor structure.

Stephanie Whiston is the principal of Whiston Asset Management in New York City, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked at Hudson Heritage from 2001 to 2017 and has operated Whiston Advisors since 1989. Outside of investment advisory, she is the founding director of the Marine Education Foundation, a charitable organization focused on marine educational programs and fundraising. Whiston Asset Management is an independent advisory firm managing approximately $18 million in discretionary assets for individuals, high-net-worth households, pension and profit-sharing plans, trusts, and small businesses. The firm employs proprietary model portfolios and a strategic asset allocation approach tailored to clients’ retirement and wealth-transfer goals, combining discretionary portfolio management with affiliated consulting services and insurance solutions.

Edwin Hagan Emmin is a financial advisor at Moor Funds with a Series 65 designation and four years of industry experience. He has worked at Moor Funds since 2021 and previously held roles at Titan Alpha Systems and Aztec Exchange. Moor Funds provides discretionary investment management and portfolio construction focused on domestic and international equities for high-net-worth individuals, family offices, pension plans, trusts, estates, and other institutional clients. The firm uses a proprietary AI-driven selection system combined with traditional fundamental analysis and manages a small number of individualized accounts on a discretionary basis.

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.

Gene Tortorello is a CFA® charterholder and financial advisor with five years of industry experience. He is the principal of 3i Wealth Management LLC and has previously worked at Hedged Alpha Capital Management, PGIM, First Principles Capital Management, and ACA Compliance. In addition to his advisory role, he provides tax advisory and accounting services. 3i Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, integrating investment strategies that include derivative-linked instruments and hedging. The firm also provides business and tax advisory services through its in-house accounting practice.

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.

Carlos Rodrigues is the sole advisor at Fortune Financial LLC in Livingston, NJ, holding a Series 65 designation with 19 years of industry experience. He has operated Fortune Financial since 2005 and concurrently owns and manages the NJ Elevator Inspection Agency. Fortune Financial provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm’s investment approach includes fundamental analysis, third-party research, and corporate rating services, with portfolio management involving various strategies and monthly reviews conducted by the principal.

Steven Zhang is a CFA® charterholder with three years of industry experience. He is the sole advisor at Youhe Advisors LLC and has been involved with Youhe Invest LLC since 2009. Zhang also holds officer roles in related financial and accounting services businesses. Youhe Advisors LLC provides investment management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and diversified holdings, using research-driven portfolio construction tailored to each client’s risk objectives.

Jason Blumstein is a CFA® charterholder with nine years of industry experience. He is the sole advisor at Julius Wealth Advisors, LLC, an independent firm he joined in 2021 after roles at Satovsky Asset Management and J.P. Morgan Chase & Co. Julius Wealth Advisors provides financial planning, investment management, behavioral coaching, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and pension plans. The firm follows a goals-based, tax-aware investment approach that emphasizes lower costs, long-term holdings, and factor tilts, integrating behavioral coaching to support client decision-making.

Damanick Dantes is the principal of Dantes Outlook and holds Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at Foreside Fund Services, Global X Management Company, and Cannon Advisors. Dantes Outlook provides investment advising and model-portfolio services primarily to other registered investment advisers, as well as individuals and trusts. The firm uses an ETF-driven asset allocation approach combined with quantitative technical analysis to deliver non-discretionary recommendations through discrete consulting engagements rather than ongoing asset management.