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 financial advisor at Vanik Capital LLC with CFP® and ChFC® designations and two years of industry experience. His prior work includes roles at Northwestern Mutual, Wells Fargo Clearing, and the Vanikiotis Group Restaurant Owners and Operators. Vanik Capital LLC provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates as a fee-only adviser with a client-specific investment approach that incorporates asset allocation, passive and active strategies, and ESG options, and it offers specialized pension and retirement-plan consulting services, including ERISA fiduciary roles and 3(38) investment management.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Satish Athavale is a financial advisor at Sabina Asset Management LLC with five years of industry experience. He previously worked at Millennium Management and Citadel and took extended travel breaks in 2017–2018 and 2019. Sabina Asset Management serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management focused on customized separately managed accounts. The firm employs an actively managed approach using individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.

Jonathan Edelman is a CFP® with four years of industry experience, serving as the sole advisor at Nonesuch Advisors in Kent, CT since 2013. He is also Co-Managing Partner of Inflection Vintners, a winery involved in production, sales, and finance. Nonesuch Advisors primarily serves entrepreneurs, small-business owners, and principal executives, offering financial planning, investment strategy, and start-up consulting through fixed-fee or hourly engagements. The firm emphasizes fundamental analysis and diversified portfolios using mutual funds and ETFs, focusing on the intersection of personal and business financial issues without providing discretionary portfolio management.

Mark Palmrose Krieger is a financial advisor at PK Financial Services in Pawling, NY. He holds a Series 65 credential and has 10 years of experience at the Pension Benefit Guaranty Corp. PK Financial Services offers personalized financial planning and discretionary investment management primarily to individuals and small businesses, alongside a separate tax preparation and tax-planning practice. The firm uses a core-and-satellite investment approach with formal risk-profiling tools and quantitative performance metrics, and it makes both hourly and performance-based fee arrangements available for eligible clients.

James Devico Jr. is a financial advisor at Mountain Pass Planning with 12 years of industry experience. He holds a Series 66 designation and has been with Mountain Pass Planning since 2016. Outside of advisory work, Devico is licensed to sell life insurance and participates in several real estate holding entities. Mountain Pass Planning is an independent firm managing approximately $74.9 million in discretionary client assets, focusing primarily on individuals while also serving pension and profit-sharing plans and charitable organizations. The firm uses a combination of fundamental and cyclical analysis along with passive, asset-class-based allocations to construct client-specific portfolios, providing ongoing financial planning and discretionary portfolio management.

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.

Jonathan Stephens is a financial advisor at New Line Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stires, O'Donnell and Co., Inc. since 1998. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and pension and profit-sharing plans. The firm offers customized advice based on a combination of fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary accounts.

Jeffrey Scott is a financial advisor at FSC Wealth Advisors, LLC with 43 years of industry experience. He holds Series 65 and Series 63 designations and has worked at FSC Wealth Advisors since 2010. He also serves as a director of the Aesculapius Club. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser managing approximately $122.3 million in discretionary assets for about 686 clients. The firm offers diversified, systematically managed portfolios and customized strategies, including direct-indexing with tax-loss harvesting, serving individuals, businesses, retirement plans, trusts, estates, and charitable organizations.

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.

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.

Donald Bourne is a financial advisor at Bourne Lent Asset Management, Inc. with four years of industry experience. He has been with Bourne Lent since 1991. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm employs a fundamental analysis approach with customized portfolio construction, emphasizing individual equities and bonds, and serves a range of clients including high-net-worth individuals and state and municipal clients.

James Comblo is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His work history includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group. He also owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors is an SEC-registered independent investment adviser serving individuals, businesses, qualified retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $122.3 million in discretionary assets and focuses on broadly diversified, systematically managed portfolios with client-specific investment policy statements and customized strategies such as direct-indexing and tax-loss harvesting.

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 six years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review client portfolios.

Benjamin Edmund is a financial advisor at Pasnau Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at 1610 Capital and Cronk Studios, where he operates a web design agency focused on building online stores for small businesses on Shopify. Pasnau Investment Management provides discretionary investment advisory services to individual and high-net-worth clients, developing tailored investment plans and managing portfolios across various asset classes with a client-specific approach that includes fundamental, technical, and cyclical analysis.

Eric McKean is a financial advisor at Blue Elm Advisors with a Series 65 credential and four years of industry experience. He has held positions at several organizations, including Atlas Air, Westchester County, USDA, and currently serves as a Computer Specialist at NYC DEP. In addition to his advisory role, McKean is an Adjunct Professor at UConn. Blue Elm Advisors serves individual clients, businesses, and charitable organizations by providing tailored investment management and financial planning services. The firm employs a combination of strategic asset allocation and tactical adjustments, using both active and passive investment vehicles, and accommodates client preferences such as ESG criteria and specific restrictions.

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.