Michael Madorsky is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding a Series 65 designation. He has experience working with Amberwave Capital Management, Orsid Realty, and Atreaus Capital Management, with a total of one year at Grant Wealth Advisors. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including equities, mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm employs various analytical methods and offers complex investment vehicles while maintaining a distinctive practice that includes free financial planning for portfolio management clients and a refusal to accept performance-based fees.

Michael Durante is a CFP® with 15 years of industry experience, currently serving at Infiniti Wealth Management in Brewster, NY. He has been with Durante & Waters, LLC since 2003. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates. The firm focuses on asset allocation and diversification, using mutual funds and ETFs alongside low-correlation securities, and emphasizes tax- and cost-efficiency without attempting to time the market.

Financial planning isn’t just about accumulating wealth — it’s about making thoughtful decisions with your money so it supports the life you want to live. As a fee-only financial planner, I work with individuals and families who want clarity and confidence around their financial decisions. My role is to help organize the many moving parts of your financial life and guide you through important choices about saving, investing, taxes, retirement, and major life transitions. Many people feel overwhelmed by financial complexity. My goal is to simplify those decisions and help you move forward with a clear plan. Financial planning is not a one-time event — it’s an ongoing process. As your life evolves, your financial strategy should evolve with it. A Planning Philosophy Focused on “Return on Life” I believe financial planning should help people maximize their Return on Life, not just their investment returns. Money is a tool that should support meaningful experiences, opportunities, and the things that matter most to you. My approach focuses on helping clients: • Align financial decisions with their personal values • Build financial security and independence • Spend intentionally on experiences and priorities • Navigate life transitions with clarity and confidence The goal is to help you feel confident that your financial life is supporting a life that is both meaningful and sustainable. How I Help Clients My work focuses on comprehensive financial planning, which may include: • Retirement planning and income strategies • Investment planning and portfolio guidance • Tax-aware financial strategies • Insurance and risk management • Cash flow and savings planning • Guidance through major financial decisions Rather than focusing on individual financial products, my role is to help you see how all the pieces of your financial life fit together. What It’s Like to Work Together Financial planning works best as an ongoing partnership. As your advisor, I aim to serve as a thoughtful guide and sounding board as questions arise and decisions need to be made. My goal is to help you stay organized, informed, and confident as your financial life evolves. A Fee-Only Fiduciary Approach As a fee-only financial advisor, I do not receive commissions from financial products. My advice is independent and designed to support my clients’ goals and best interests. The focus of my work is building long-term relationships centered on clarity, education, and thoughtful

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

William Harrison is the sole advisor at Sirmium Capital, LLC, an independent firm based in Katonah, NY. He holds a Series 65 designation and has seven years of industry experience. Harrison also works in a project management role at Deutsche Bank, where he assists in tracking findings and reporting risks to senior management. Sirmium Capital provides discretionary portfolio management and investment advice to individual investors and nonprofit organizations, focusing on customized asset allocation and ongoing account monitoring. The firm employs fundamental and cyclical analysis and implements both long- and short-term strategies across various asset classes, serving approximately 60 clients with a fee-only structure.

Joseph Gallo is a CFP® professional at Fieldstone Money Management, Inc. with three years of advisory experience and over two decades as a CPA. He is based in Ossining, NY, and has maintained his CPA credentials since 2000. Fieldstone Money Management provides discretionary portfolio management to individual and high-net-worth clients, using a combination of technical and fundamental analysis alongside various trading strategies. The firm manages approximately $9.1 million and integrates accounting and tax services through its principals, dedicating a significant portion of their time to these activities.

Seth Luxenberg is a financial advisor at Lexington Avenue Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Kosmos Energy and Skibo Energy. Seth also serves in a non-investment role at the U.S. Embassy in Abidjan. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts, small businesses, retirement plans, corporations, and nonprofits. The firm focuses on long-term, diversified portfolios using low-fee passive funds and ETFs, applying behavioral finance insights and a formal ERISA fiduciary framework for retirement-plan advice.

Robert Zsolt Kazinczy Vamos is a financial advisor with VII Capital Management LLC, holding a Series 65 designation and four years of industry experience. He has worked at VII Capital Management since 2022 and operates an online photography sales business. VII Capital Management provides discretionary equity portfolio management for individuals, trusts, estates, and taxable business entities, specializing in a bottom-up fundamental research approach focused on publicly traded common stocks. The firm offers multiple portfolio strategies, including performance-based fee options, and manages both separately managed accounts and pooled investment vehicles.

Sarah Schroeder is a Series 65 licensed financial advisor at Coinbase Advisors with six years of prior experience at AQR Capital Management and roles at One River Digital and Coinbase Asset Management. She has been with Coinbase Advisors since 2026. Coinbase Advisors offers automated, internet-based investment recommendations to clients with active Coinbase trading accounts, providing model-driven advice on equities, derivatives, and digital assets while leaving trade execution decisions to clients. The firm uses proprietary Large Language Models with human oversight and conducts periodic reviews of recommendations.

Daniel Lampier is a financial advisor at Sirmium Capital, LLC with credentials including the Series 63 and Series 65 licenses. He has 14 years of experience at Northwestern Mutual Investment Management and 15 years at Northwestern Mutual Life Insurance Company. Sirmium Capital is a small, fee-only registered investment adviser that provides discretionary portfolio management and investment advice to individual investors and nonprofit organizations. The firm emphasizes customized asset allocation and ongoing account monitoring, utilizing fundamental and cyclical analysis with both long-term and short-term strategies across various asset classes.

Cody Laidlaw is a financial advisor at DBA Seaside Financial & Insurance Services with a Series 65 designation and four years of industry experience. He has worked at Seaside Advisory Services, Inc. since 2021 and has been involved with Belpointe since 2013. Outside of advisory work, Laidlaw serves as Head of Investor Relations for Belpointe Real Estate Development, a private equity firm specializing in real estate development. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, and pension consulting, using a combination of fundamental, technical, cyclical, and quantitative analysis to inform its long-term and occasional short-term investment strategies.

Joseph Dowling is a financial advisor with The Dowling Group Wealth Management in Greenwich, CT, holding 36 years of industry experience. He has been with The Dowling Group since 2010. Outside of his advisory role, he operates an independent insurance agency, holds a real estate broker license, and owns an income tax preparation firm. The Dowling Group Wealth Management provides portfolio management, financial planning, and third-party adviser selection services to individuals, pensions, and business entities. The firm emphasizes goal-based planning using fundamental and technical analysis, primarily pursuing long-term investment strategies tailored to client objectives.

Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing equities alongside mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm applies various analytical methods and employs strategies ranging from long- and short-term trading to margin and options transactions.

James Lubin is a financial advisor at Infiniti Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Beacon Hill Private Wealth Management and CBOE. Lubin’s career also includes a long tenure at Lehman Brothers Inc. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, including specialized services like divorce financial planning. The firm’s approach centers on asset allocation and diversification using mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor portfolios through regular reviews.

Paul Cucchissi is a financial advisor at Maryland Capital Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Maryland Capital Advisors since 2007. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, favoring passively managed funds and ETFs within global, multi-asset allocations.

Joe Solan is a financial advisor with 24 years of industry experience, currently affiliated with 4Sight Advisors LLC. He holds Series 63 and Series 66 licenses and has worked previously with RealFi Home Funding and Reliant Home Funding. Outside of his advisory role, he is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations focusing on education and community services. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad asset universe and uses both fundamental and quantitative analyses, with a distinctive focus on pooled investment vehicles managed in-house.

Robert Defruscio is a financial advisor at Delta Wealth Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Delta Wealth Management since 2015. In addition to his advisory role, he is a minority owner and consultant at Christensen DeFruscio Allen & Co LLC, where he provides accounting and tax preparation services primarily for trust and business clients. Delta Wealth Management serves high-net-worth individuals and related entities by providing discretionary portfolio management and investment implementation. The firm emphasizes asset allocation and fundamental equity analysis, often utilizing independent third-party managers under discretionary authority.

Brendan Azoff is a financial advisor at Abundant Wealth Management LLC in Stamford, CT, holding a Series 65 designation with two years of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and has a background including roles in healthcare staffing. Outside of advisory work, he is also an independent insurance agent, licensed to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $244 million for around 187 clients and employs a long-term investment approach based on Modern Portfolio Theory, offering comprehensive financial plans along with a bi-weekly client newsletter.

Thomas Childs is a financial advisor at DJG Financial Services, Inc. with one year of industry experience. He previously worked at Santander Bank, NA for eight years and MUFG for one year. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset allocation approach using stocks, mutual funds, ETFs, and fixed-income securities, and offers a performance-based fee option alongside a connection to an accounting practice.

Neil Hackman is a financial advisor with Oak Financial Group Inc in Stamford, CT, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with Oak Financial Group since 1992. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm emphasizes a long-term investment approach focused on diversification and alignment with client objectives, primarily using mutual funds, and offers occasional no-fee educational seminars to the public.