Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.

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.

Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.

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.

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.

Angelo Martorell is a CFA® charterholder and the sole advisor at Martorell Capital Partners, LLC, with nine years of industry experience. He has led Martorell Capital Partners since 2017 and previously worked at Martorell Capital from 2016 to 2017. Martorell Capital Partners provides discretionary investment management primarily to high-net-worth individuals, families, trusts, foundations, and pension clients, focusing on qualified investors. The firm employs fundamental research and tailored asset allocations, including credit-sensitive and distressed opportunities, and uses strategies such as leverage, short selling, and derivatives under discretionary authority.

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time. Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.