James Crabb is a financial advisor at One Oak Capital Management, LLC with 32 years of industry experience. He held a position at Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak Capital Management in 2017. Outside of his financial career, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit organization assisting vulnerable populations in Israel. One Oak Capital Management provides discretionary portfolio management to high-net-worth individuals, pooled investment vehicles, and private funds, with a focus on fixed-income and multi-strategy investment approaches that include corporate and municipal bonds, equities, and commodity futures.

Lawrence Blau is a CFP® professional with five years of industry experience, currently serving at LL Financial Services, LLC, where he has worked since 2016. In addition to his advisory role, he owns and operates a photography business, Larry's Eyes, LLC, based in Ossining, NY. He also provides tax preparation and accounting services through LL Financial Services, dedicating the majority of his time to these activities alongside his financial advisory duties. LL Financial Services, LLC is a small, state-registered advisory firm that serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers written financial planning, portfolio management, and retirement-plan consulting, emphasizing an individualized investment approach grounded in fundamental analysis and tax-aware asset allocation tailored to client goals and circumstances.

Richard Taylor is a Series 65-licensed financial advisor at Plan First Wealth LLC with 11 years of industry experience. He has worked at Plan First Wealth since 2018 and previously at DeVere USA INC. from 2015 to 2018. Plan First Wealth LLC advises British expatriate individuals and families in the United States, including higher-net-worth clients, on investment portfolio management, lifestyle financial planning, and cross-border retirement and pension matters. The firm manages model portfolios using third-party research and offers both discretionary and non-discretionary management while coordinating cross-border tax and accounting support through partnerships.

Kevin Hughes is a Series 63 licensed financial advisor with 29 years of industry experience. He has been with American Wealth Administration Group LLC since 2016 and briefly worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Hughes serves as a trustee for Butterfield Library/Westminster Institute and is a board member of the Westminster Development Review Board in Vermont. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a tactical overlay, emphasizing capital preservation and excluding options, margin, private equity, and cryptocurrency from its strategies.

Cynthia Golub is a CFP® professional with 12 years of industry experience, currently serving as an advisor at G-Squared Advisory LLC since 2009. She holds Series 63 and Series 65 licenses and is based in Mamaroneck, NY. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and asset allocation. The firm operates on an hourly or flat-fee basis without managing client assets or accepting discretionary authority.

Daniel Griffin is a financial advisor at Wesfair Advisory Group, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles at Wesfair Advisory Group and affiliated entities since 2014. Outside of advising, he is co-owner of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and owner of Wesfair Agency, Inc., a property casualty insurance firm. Wesfair Advisory Group provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing individualized investment strategies and quarterly reviews, and maintains affiliations with licensed insurance and tax services.

William Villafranco is the principal advisor at Villafranco Wealth Management in Cresskill, NJ, with 30 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Apb Financial Group, Inc. He is involved in several nonprofit organizations, serving as a trustee for the Virginia B. Toulmin Foundation III and the National Foundation for Facial Reconstruction, and is the founder of Footprints in the Sand as well as owner of Humble Yoga LLC. Villafranco Wealth Management provides personalized investment management services to wealthy individuals, high net worth families, trusts, private foundations, and internal private investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, sponsors and advises private pooled investment vehicles, and manages related private funds, with a focus on customized portfolios using model allocations, fundamental analysis, and a mix of mutual funds, ETFs, equities, and third-party managers.

Ilir Gjoni is a CFP® professional with 13 years of experience at Capital Preservation Partners, Inc. in Bronxville, NY. He has been with the firm since 2013. Outside of his advisory role, he is involved in real estate brokerage and property management through entities including Alphabet Realty, LTD and Adriatic Holdings LLC. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans, providing tailored financial planning and portfolio management. The firm uses a combination of fundamental and technical analysis to construct portfolios and emphasizes ongoing monitoring and specialized planning services.

Kathleen Buske is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Valley Financial Management, Inc. and has previously worked at Hallmark Capital Management Inc. for 10 years and New Century Asset Management, Inc. for 14 years. Valley Financial Management operates as Valley Digital Investor, providing individualized and high-net-worth clients with discretionary portfolio management through an online platform that automates model ETF portfolio implementation and rebalancing. The firm requires clients to manage accounts electronically and fund through Valley National Bank.

Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

Kenneth Marshall is a CFP® with five years of industry experience and has been with Development Group LLC since 2003. He holds Series 66 and Series 65 licenses. Development Group LLC provides non-discretionary investment consulting and research services primarily to middle-market institutional clients such as corporations, foundations, endowments, and trusts. The firm uses quantitative and risk-analytic methods to deliver asset allocation advice, advisor selection, due diligence on private investments and hedge funds, and portfolio construction, emphasizing IAS 39-compliant valuation and asset recovery services.

Michael Madorsky is a Series 65-registered advisor with Grant Wealth Advisors LLC in Greenwich, CT. He has one year of industry experience, including prior roles at Amberwave Capital Management and Atreaus Capital Management. His background also includes work with Orsid Realty and periods of retirement. Grant Wealth Advisors provides discretionary portfolio management and financial planning services for individual investors, focusing on both standard and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, and offers access to a broad range of asset classes such as venture capital, private placements, and options trading.

Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. in Tenafly, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Blue Ox Capital Management since 2015. Blue Ox Capital Management provides advisory services primarily to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm operates on a consultative, referral-oriented model without discretionary trading or custody of client assets.

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.

Timothy Hughes is a PFS™ credentialed financial advisor with 11 years of experience at American Wealth Administration Group LLC and over 36 years as a CPA. He operates his own accountancy practice, Timothy J. Hughes, CPA, LLC, providing accounting services to business owners and individuals. American Wealth Administration Group LLC offers discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis to construct long-term core portfolios with a tactical overlay, emphasizing capital preservation and using mutual funds, ETFs, equities, and bonds.

Jonathan Varelas is a financial advisor with Sterling Legacy Advisors Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His background includes roles at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. He also operates as an independent insurance agent in New Jersey, specializing in various life insurance and disability products. Sterling Legacy Advisors Inc. is a newly registered investment adviser providing portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm employs a client-centered approach that integrates financial planning with portfolio management and utilizes a range of investment methods, with custody and execution through LPL Financial.

Jason Armenti is a financial advisor with Commonwealth Financial Network and Duncan Financial Group, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with both firms since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management while allowing flexibility in portfolio construction.

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.

Asheem Asthana is a financial advisor at Tandem Capital Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Tandem Capital Management for 28 years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrates wealth planning into portfolio management.