Raul Berina is a financial advisor at Magellan Financial Solutions LLC with 17 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC is a solo-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and retirement/profit-sharing plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, with an emphasis on capital preservation and risk management.

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.

Nathaniel Prentice is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, where he has worked since 2018. Prior to founding his firm, he held roles at Purshe Kaplan Sterling Investments and Altium Wealth Management LLC. Prentice Investment Management, LLC provides discretionary portfolio management and periodic reviews for a select client base, including individuals, related accounts, and charitable organizations. The firm employs a long-only investment approach focused on publicly traded securities, combining fundamental, qualitative, and point-and-figure technical analysis while maintaining diversification and managing accounts on a discretionary basis.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Prudential Investment Management Services, LLC, where she worked for 18 years, as well as Empower Advisory Group, LLC and GWFS Equities, Inc. She is the sole advisor at her independent firm. LeBron Financial Services provides financial planning and portfolio management to individual clients, including high-net-worth individuals, and offers retirement plan advisory and education services to small and medium-sized businesses, non-profit organizations, and other entities. The firm employs an investment approach grounded in Modern Portfolio Theory, utilizing diversified asset allocation across mutual funds, ETFs, individual securities, and third-party managers, and delivers both discretionary and non-discretionary services tailored to client objectives.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC with four years of industry experience. He holds the Series 65 designation and has been with Aviles Capital Management since 2014. Outside of his advisory role, he is involved with ABS Jets, a.s., a business he has been associated with since 2007. Aviles Capital Management LLC provides fee-based portfolio management focused on long-term growth for individual clients and trusts. The firm employs a value-oriented investment approach centered on fundamental analysis and a concentrated allocation to undervalued equities, alongside U.S. Treasury securities and other instruments to manage risk and capital protection.

Christopher Pollard is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Great Path Planning since 2016 and previously held roles at USAA Financial Planning Services and USAA Financial Advisors, Inc. In addition to his advisory work, Mr. Pollard owns and operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, passive-oriented portfolios using low-cost index funds and ETFs, with discretionary management and regular client reviews to align investment strategies with financial and tax planning goals.

Toyken Yee is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Hudson Portfolio Management LLC since 2002. He is also involved with Hudson Financial Group, where he provides financial advisory services including tax preparation. Hudson Portfolio Management LLC is a fee-only registered investment adviser that offers discretionary portfolio management and investment consulting to individuals, families, trusts, small family businesses, and select nonprofit organizations. The firm manages approximately $174 million in assets and emphasizes long-term investing, broad asset allocation, and diversification, using independent research and various portfolio strategies tailored to client needs.

Elisabeth Neuberg is a financial advisor at Lunin-Pack Planning and Advice, LLC with over a decade of industry experience. She previously worked at Woodbury Financial Services, Inc. for 11 years and had short tenures at Osaic Wealth, Inc. and Lunin-Pack Planning and Advice. Neuberg holds a Series 65 designation. Lunin-Pack Planning and Advice provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses a goals-based investment process that incorporates traditional and behavioral finance techniques, implementing portfolios primarily through mutual funds and ETFs accessed via TAMP models and independent managers.

Erguis Mertiri is a financial advisor at Main Street Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Empire State Wealth Advisors Inc and Main Street Asset Management LLC. Outside of his advisory role, he serves as President and CEO of Main Street Financial Services LLC, a financial services firm. Main Street Asset Management LLC provides portfolio management and financial planning services to individual investors and retirement plans. The firm employs a variety of investment strategies, including fundamental and technical analysis and quantitative modeling, and offers access to private placements and venture capital interests.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

Thomas Cunningham is a Series 65-licensed advisor at Magnolia Capital Management with no prior industry experience. He has held roles at several companies including Frances Valentine, LLC, Dormify, Inc., and Devlin Hair Productions. Cunningham is the owner and president of Streetwise Brand Development, LLC, a market research firm serving fashion industry clients that is currently dormant. Magnolia Capital Management is a family-controlled, privately owned SEC-registered adviser serving individuals, charitable organizations, and corporate clients, primarily limiting new relationships to families of shareholders or persons personally known to its directors. The firm employs a long-only investment approach focused on fundamental, cyclical, and qualitative analysis, emphasizing asset allocation and diversification without the use of options, derivatives, short sales, or margin.

Danielle Arlotta is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with Brooklyn Plans LLC, where she has worked since 2022. Her prior experience includes roles at Financial Planning Concepts of America, The Vanguard Group, and Pollack Financial Group. Outside of her advisory work, she is also employed as an airline flight attendant. Brooklyn Plans LLC provides financial planning and discretionary portfolio management to individuals, small businesses, and nonprofit organizations. The firm employs a primarily passive investment approach using index funds and ETFs, while also engaging outside managers and constructing custom portfolios.

Tamar Stubbs is a Series 65-licensed financial advisor at Magnolia Capital Management with 10 years of experience. She has been with Magnolia Capital Management since 2016 and previously worked at London Business School for 20 years. Magnolia Capital Management is a family-controlled, privately owned SEC-registered adviser serving individuals, charitable organizations, and corporate clients, primarily limiting new relationships to families of shareholders or persons personally known to its directors. The firm employs a long-only investment approach focused on fundamental, cyclical, and qualitative analysis, emphasizing asset allocation and diversification without engaging in options, derivatives, short sales, or margin.

Carol Powell is a financial advisor at Harper Capital Management, Ltd. She holds the PFS™ designation along with Series 63 and Series 65 licenses and has 4 years of experience in the investment advisory industry. Powell also owns and operates a tax and accounting firm, Carol A Powell, CPA, which she has managed since 1979. Additionally, she serves as Treasurer and a board member of Magnolia Capital Management, Ltd., an investment advisory firm. Harper Capital Management, Ltd. provides investment supervisory services to individuals, corporations, trusts, and other business entities, managing approximately $18.1 million in assets. The firm employs a long-only investment approach focused on fundamental, cyclical, and qualitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Jesse Lunin Pack is a financial advisor with Lunin-Pack Planning and Advice, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. In addition to his advisory role, he serves as CEO of Lunin-Pack Financial Group, LLC and is involved in financial education through Lunin-Pack Training & Education. He also acts as co-executor of an estate, managing related fiduciary responsibilities. Lunin-Pack Planning & Advice provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a goals-based investment process combining traditional finance techniques with behavioral finance insights, utilizing mutual funds, ETFs, and third-party managers to implement portfolios.

T. Jefferson Cunningham III is a Series 65 credentialed advisor at Magnolia Capital Management with four years of industry experience. He serves as a non-executive Director and Member of the Risk Committee of the Board at M&T Bank Corporation, a regional commercial bank. Cunningham has been with Magnolia Capital Management since 2002. Magnolia Capital Management is a family-controlled, privately owned SEC-registered adviser that provides discretionary and non-discretionary portfolio management to individuals, charitable organizations, and corporate clients. The firm employs a long-only investment approach emphasizing fundamental, cyclical, and qualitative analysis, with a focus on asset allocation and diversification.

Kristen Euretig is a CFP® professional with eight years of experience in financial planning. She has been with Brooklyn Plans LLC since 2016. Brooklyn Plans LLC provides financial planning and discretionary portfolio management to individuals, small businesses, and nonprofit organizations. The firm employs a primarily passive investment approach using diversified, low-turnover portfolios built with index funds and ETFs, and maintains a formal due-diligence process for outside managers.

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and bringing 48 years of industry experience. Her prior roles include positions at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. She is the owner of Strategic Planning Inc., which focuses on life insurance sales, and serves as a member of the board of trustees for Keiser University and Everglades University. Compass Capital Corporation provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation and efficient-frontier portfolio optimization, utilizing a range of investment vehicles and sub-advisors as appropriate.