John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

Michael Vanikiotis is a CFP® and ChFC® with one year of experience, currently serving as the sole advisor at Vanik Capital LLC. His prior roles include positions at Northwestern Mutual and Wells Fargo Clearing, along with experience in the restaurant ownership and operations sector. Vanik Capital LLC provides investment management, financial planning, and retirement plan consulting to employer plan sponsors, charitable organizations, corporations, and individual clients. The firm employs asset-allocation driven portfolios combining passive and active strategies and offers services including ERISA investment management for employer plans.

David Sterman is a CFP® professional with nine years of experience in the financial services industry. He is the sole advisor at Huguenot Financial Planning in New Paltz, NY, and has worked at LPL Financial and Prime Technology LLC. He contributes external writing to industry publications. Huguenot Financial Planning provides fee-only financial planning and investment consultations to individuals, families, trusts, small businesses, pension, and charitable clients. The firm emphasizes diversified, long-term investment strategies using low-cost indexed funds and offers a range of engagement options including hourly, fixed-project, and subscription-based services without ongoing asset management or discretionary trading authority.

Satish Athavale is a financial advisor at Sabina Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Millennium Management, Citadel, and Visium Asset Management. Sabina Asset Management LLC serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management through customized separately managed accounts. The firm employs an active management approach focused on individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual, Regeneron, and EY. TruNorth Financial LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $38.9 million across about 123 accounts, focusing on ETFs, mutual funds, fixed income, equities, and insurance products, and employs a long-term trading approach supported by fundamental, quantitative, and technical analysis.

James Devico is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Mountain Pass Planning Corporation since 2016 and previously spent five years with Professional Financial Consultants and Cadaret, Grant & Co., Inc. He holds ownership interests in several real estate entities and maintains a life insurance license. Mountain Pass Planning is an independent, single-advisor registered investment adviser serving individuals, families, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, and project-based consulting, combining passive and active investment approaches informed by fundamental and cyclical analysis.

Christine Murphy is a financial advisor at Circle N Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at Brown Advisory Securities, Llc since 2004. Circle N Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Long-Weighted Investment Strategy focused on long-only, concentrated equity portfolios managed on an individualized basis.

Jeffrey Scott is a financial advisor at FSC Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Wealth Advisors since 2010, as well as at Geneos Wealth Management Inc and NEXT Financial Group, Inc. He serves as a director of the Aesculapius Club. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm uses broadly diversified, systematic model portfolios and discretionary management with ongoing monitoring, offering solutions such as an Active Management Program with direct-indexing strategies and tax-loss harvesting.

Peter Banta is a financial advisor at Beyond Wealth Management Group, LLC with one year of industry experience. He holds a Series 65 credential and previously worked in various roles including positions at KC Engineering and Land Surveying and RBT CPA's, LLP. Beyond Wealth Management Group provides investment advisory services to individuals, pension and 401(k) plans, trusts, endowments, and businesses. The firm employs a range of analytical methods and manages accounts on both discretionary and non-discretionary bases, offering services such as portfolio management, financial planning, and pension consulting.

Daniel Murphy is a CFP® professional with 39 years of industry experience. He has been with Murphy Wealth Management Group since 2015 and has worked at LPL Financial, LLC since 1991. Murphy is also a notary public. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $252 million in client assets and employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review portfolios.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.

Jerry Schuder is a financial advisor at Sage Investment Advisers LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he is involved in real estate management and investment through Dollhouse Properties LLC and participates in coin trading via Willow Tree Coin Rarities LLC. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships and focuses on customized, long-term portfolios emphasizing exchange-traded funds and individual bonds.

Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.

James Comblo is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His work history includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group. Outside of advisory services, he owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios alongside an Active Management Program that includes tax-loss harvesting and direct-indexing strategies.

Kevin Donnelly is a CFP® with 40 years of industry experience, currently serving at Pendragon Capital Management, Inc. since 2022. He previously operated KJ Donnelly Planning LLC for 30 years and has been associated with Brokerageselect since 2002. Donnelly is also a licensed insurance agent. Pendragon Capital Management is a small-team adviser managing approximately $40 million for individuals, families, pension, and corporate clients. The firm employs a value-oriented investment approach with discretionary portfolio management and access to third-party money managers, offering specialized strategies such as a Trading Plus program using leveraged ETFs and a Climate Impact portfolio.

James Daly is a financial advisor at BlueRing Advisors, Inc. with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. BlueRing Advisors, Inc. provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations, primarily serving non–high-net-worth clients. The firm employs a dynamic allocation process combining fundamental, technical, and cyclical analysis, and emphasizes active, technically driven trading with selective use of higher-risk instruments for appropriate clients.

Matthew Brady is a financial advisor with Murphy Wealth Management Group in Fishkill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill Lynch. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory to tailor portfolios and conducts regular reviews, offering ongoing portfolio management as well as consulting and written financial plans.

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.

Charles Levinson is a financial advisor at Sage Investment Advisers LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, Levinson is involved in a rare coin collection business and co-owns a company that purchases and sells coins at auctions and trade shows. Sage Investment Advisers LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships, focusing on customized, long-term portfolios that emphasize exchange-traded funds and individual bonds.

Christopher Drouin is a financial advisor with Beyond Wealth Management Group, LLC in New Paltz, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He worked at United/Mutual of Omaha from 2002 to 2018 before joining Beyond Wealth Management Group in 2018. Drouin serves on the executive committee of the New Paltz Regional Chamber of Commerce and is a board member of Woodland Pond Continuing Care Retirement Community. Beyond Wealth Management Group provides investment advisory services to individuals, pension and 401(k) plans, trusts, endowments, and businesses. The firm uses a variety of analytical methods and manages accounts on both a discretionary and non-discretionary basis, incorporating portfolio management, financial planning, and pension consulting.