Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.

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.

Anthony Schiff is the sole advisor at 1230 Advisors, LLC, an independent firm based in Pound Ridge, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including nine years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of advising, he is a general partner managing Solitray LLC, a business serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates, offering customized portfolios primarily focused on long-term objectives. The firm employs a mix of fundamental and technical analysis in its investment selections and manages approximately $106 million for about 30 clients, with a significant portion of assets overseen on a non-discretionary basis.

David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.

Matthew Hague is a CFP® and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Guide Wealth Management, LLC since 2015. In addition to his advisory role, he is involved in a tax preparation and representation business that operates seasonally. Guide Wealth Management serves individual and high-net-worth clients, businesses, trusts, and retirement plans by providing wealth management, investment management, and comprehensive financial planning. The firm combines passive portfolio construction with fundamental and cyclical analysis, and integrates tax-managed investing and derivative strategies, supported by an affiliated tax services company.

Hendrik Dijs is the sole advisor at Marathon Investments, LLC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Marathon Investments since its founding in 2011. The firm is an independent, state-registered advisory serving individuals, corporations, and other entities with portfolio management and investment consulting. Marathon Investments manages approximately $10 million across about two dozen clients, offering customized portfolios based on fundamental security analysis and managing assets on a discretionary basis.

Richard Parower is a CFA® charterholder and the sole advisor at Compo Advisors, LLC, with seven years of industry experience. He previously worked at Voya Investment Management for four years before founding Compo Advisors in 2018. Compo Advisors provides discretionary investment management and financial planning services to individual investors, high-net-worth clients, trusts, and estates. The firm employs a retirement-focused, long-term investment approach centered on low-cost index funds, ETFs, and mutual funds, using fundamental and technical analysis to determine asset allocations, with discretionary portfolio management that may include options and foreign-currency hedges.

Joseph Bencivenga is the sole advisor at Madison Money Management, Inc., an independent firm where he has worked since 1999. He holds a Series 65 designation and has four years of industry experience as a financial advisor. Prior to this role, he has over 40 years of public accounting experience, including an inactive CPA credential. Madison Money Management provides discretionary portfolio management to individual investors and irrevocable family trusts, managing approximately $10 million for four clients. The firm employs a dual-analysis approach that combines fundamental and technical research in a bottoms-up process, emphasizing minimal trading and tactical cash placements.

Maureen Whelan is a CFP® professional with 4 years of industry experience, operating under her firm M.A. Whelan Financial Planning since 2006. The firm provides financial planning and investment management primarily to individuals and families approaching or in retirement, along with income tax return preparation for some clients. M.A. Whelan Financial Planning emphasizes asset allocation and low investment costs, offering both one-time Retirement Review engagements and ongoing portfolio management using mutual funds, ETFs, and other securities. The firm uses a flat annual advisory fee model and integrates tax considerations and third-party research into its recommendations.

Antonia Clearwaters is a CFP® professional with 15 years of industry experience. She has been the sole advisor at Clarity Investments + Planning LLC since 2008. Clarity Investments + Planning LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation, diversification, and cost minimization, primarily using mutual funds, ETFs, and passive equity vehicles, and is notable for its client mix that includes both individual and corporate clients.

Collecting coins, saving money in a piggy bank, questioning the cost of every single item, calculating investment returns, watching Maria Bartiromo on CNBC. This about sums up my childhood. Plus basketball..can't leave out basketball. Beautiful Westchester County, NY is the place I have been proud to call home for pretty much my entire life. I have been with my amazing wife Karen since freshman year in high school. 9th Grade! Yes, that is correct...since I am 14 years old. Some things in life are destined to be and for us, we both knew it right away. Having a soulmate is a real thing and I was lucky enough to find mine at a very young age. We have three beautiful and active (aka difficult) children that keep us on our toes ;) I always knew my life would be spent working in the Investing/Financial Markets profession. It is what I was born to do, but it was not a straight easy ride that led me to this point. There were a lot of highs and lows, a lot of leaps of faith, a lot of following our dreams, and a lot of uncertainty. We are the type of people that go for it in life. No regrets. We often choose the road less traveled...and that has made all the difference. I have a passion for helping people figure out their finances. I truly enjoy it. Not all people are wired to deal with personal finances, but the truth is it is super important to living a happy life. I want to find a way to help people that struggle with all this stuff. I did not start this business to only help people that are already well off. Offering education, YouTube videos, blogs, individual coaching, group coaching, on-line classes, and being a trusted fiduciary advisor is my vision for the School of Personal Finance. I don't have it all figured out yet, but I am on my way! I believe the coaching/financial planning piece is much more important than the actual managing of investment accounts for a majority of people. Yes, having the correct asset allocation and matching your risk profile is very important, but with the creation of low-cost index funds and the advances in technology, the need for a portfolio manager is becoming a thing of the past. But you know what will continue to be here forever? The need for personal financial advice, education, and guidance that is easily available and affordable for everyone. Please visit Richard's blog here: https://www.schoolofpersonalfinance.com/blog

Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.

Alan Nadel is a financial advisor at Flying Point Asset Management LLC with 15 years of experience. He holds the Series 65 designation and is based in Chappaqua, NY. Nadel has worked exclusively at Flying Point Asset Management since 2011. Flying Point Asset Management provides discretionary portfolio management and creates individualized Investment Policy Statements for clients, including individuals, high-net-worth individuals, and trusts. The firm manages approximately $55.7 million across 31 accounts, employing a combination of fundamental, technical, charting, and cyclical analysis alongside long- and short-term trading strategies.

Richard Reach is the principal of RLR Capital Management, Inc., an independent advisory firm based in New Canaan, CT. He holds Series 63 and Series 65 designations and has 22 years of industry experience. He has led RLR Capital Management since 1991. RLR Capital Management provides investment advisory and discretionary portfolio management services primarily for individual clients. The firm focuses on equity-oriented portfolios and asset allocation, employing futures and options for risk control and cost reduction, while maintaining a small client roster managed directly by the principal.

Paul Mccarthy is a CFA® charterholder and the sole advisor at Kisco Capital, LLC, an independent firm based in Mount Kisco, NY. He has 10 years of industry experience and has been with Kisco Capital since 2013. Kisco Capital provides portfolio management and investment advisory services to individual and high-net-worth clients, using a written Investment Policy Statement to align with client goals, tax considerations, and risk tolerance. The firm employs various analytical methods and trading strategies, offers discretionary portfolio management, and distributes a no-fee market-update newsletter several times monthly.

William Harrison is a financial advisor at Sirmium Capital, LLC with six years of industry experience. He holds a Series 65 designation and has prior work experience at CrossCountry Consulting and Deutsche Bank, where he currently serves as a Vice President in a project management role unrelated to investment advisory. Sirmium Capital is a fee-only registered investment adviser serving individual investors and nonprofit organizations with discretionary portfolio management and customized asset allocation. The firm employs fundamental and cyclical analysis across various asset classes and offers performance-based fee arrangements and regular market updates through a monthly newsletter.

Georg Wells is a CFP® and CFA® with six years of industry experience. He is currently the sole advisor at Growe Capital Advisors, LLC in New Canaan, CT. His prior experience includes roles at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and TP ICAP. Growe Capital Advisors provides financial planning, discretionary investment, and wealth management services, primarily serving high-net-worth families and family offices. The firm employs a goals-based, tax-aware approach using independent third-party managers and exchange-traded funds, with a focus on separately managed accounts and tactical strategies.

John Evans is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Hudson Capital Management Inc. He has been with Leigh Baldwin & Co., LLC since 2016. Outside of advisory work, he engages in seasonal tax preparation during the first quarter of the year. Hudson Capital Management Inc. is an independent, single-advisor registered investment adviser that primarily serves individual clients, along with small businesses, charitable organizations, and retirement plans. The firm offers fee-based financial planning, portfolio management, and qualified plan consulting, typically managing accounts on a non-discretionary basis and providing limited-scope fiduciary services for plan sponsors.

Melissa Adams is a CFP® with 29 years of experience in the financial industry. She is the principal advisor at Achieve Retirement & Wealth Management, LLC, an independent firm she joined in 2025. Her prior experience includes roles at Merit Financial Partners LLC and Prudential Annuities Distributors. Outside of her advisory work, she is a co-owner of a family rental property with her husband. Achieve Retirement & Wealth Management provides comprehensive portfolio management and financial planning services to individuals as well as institutional and business clients. The firm employs a diverse investment approach combining fundamental, technical, quantitative, cyclical, and qualitative analysis, and serves a range of clients including pension plans, corporations, and charitable organizations.

Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.