Gamal Walker is a financial advisor with 4Sight Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank for one year before joining 4Sight Advisors. He is also a co-founder of a beauty and wellness technology company currently developing an application. 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 utilizes a range of investment approaches including fundamental and quantitative analysis, managing client assets in-house and advising on pooled investment vehicles such as real estate and venture capital funds.

Jeffrey Speight Jr. is an advisor at Diamant Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including a long tenure at Sasco Capital. He joined Diamant Asset Management in 2025. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on fundamental analysis, offering tailored asset allocation and ongoing portfolio oversight.

James Whiting is a financial advisor at Krauss Whiting Capital Advisors LLC with 22 years of industry experience. He holds a Series 65 designation and has been a partner at Krauss Whiting CPAs LLP since 1988, where he is a licensed Certified Public Accountant providing public accounting services. He divides his time between the CPA firm and the investment advisory business in Stamford, Connecticut. Krauss Whiting Capital Advisors offers individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm combines fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence, with discretionary or non-discretionary account management.

David Yvars Jr. is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with The David J. Yvars Group Inc., where he has worked since 2023, following 14 years at The David J Yvars Group. The David J. Yvars Group Inc. advises individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning using customized portfolios that incorporate fundamental, technical, and cyclical analysis, with strategies including option writing, margin use, and rebalancing.

Viktoria Kamin is a CFP® professional with five years of industry experience. She has been with Financial Asset Management Corp since 2005. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages approximately $436 million in client assets and employs model-based portfolio allocations focusing on mutual funds, ETFs, and individual securities with a long-term investment orientation.

Carl Scholtz is a CFA® charterholder with 13 years of industry experience. He has worked at Scholtz & Company, LLC since 2012, including its predecessor firm starting in 2019. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts and employs a combination of fundamental research and technical analysis to guide its investment strategies, with an emphasis on capital preservation and income.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc., holding a Series 66 designation with eight years of industry experience. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Liberty Bank Investment Services, and Raymond James Financial Services. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy focused on fundamental analysis, managing portfolios with separate equity and fixed-income segments while emphasizing capital preservation.

David Montaquiza is a financial advisor at Municipal Asset Management Inc with 4 years of industry experience. He has been associated with Municipal Asset Management Inc since 1998. Municipal Asset Management Inc provides discretionary portfolio management primarily focused on fixed-income securities to high net worth individuals and institutional clients. The firm employs fundamental economic and relative-value analysis to deliver customized bond portfolios aligned with clients’ goals and risk profiles.

Edward Hadad is a CFP® professional with five years of industry experience. He has worked at Financial Asset Management Corp since 2020 and previously spent six years at the Institute for New Economic Thinking. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans, managing approximately $436 million in client assets. The firm employs model portfolios based on fundamental and cyclical analysis, primarily using mutual funds, ETFs, individual securities, and Independent Managers with a generally long-term investment approach.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

John Bailey is a financial advisor at LumenAI with five years of industry experience. He holds a Series 65 designation and has worked at VMG 2021 LLC since 2021 and Lumenai Investments LLC since 2020, alongside managing Spruce Management LLC since 2001. LumenAI provides investment management services to hedge funds, high-net-worth investors, investment advisors, fiduciaries, and institutions, utilizing a predominantly quantitative and AI-driven investment process. The firm manages tailored separate account portfolios and pooled vehicles, employing individual stocks, ETFs, mutual funds, and with client approval, futures, options, FX, or digital currencies.

Scott Kahan is a CFP® professional with five years of industry experience, currently affiliated with Financial Asset Management Corp in Chappaqua, NY. He has been with Financial Asset Management Corp since 1986, contributing to the firm's activities over a span of approximately 40 years. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages around $436 million in client assets using model portfolios based on fundamental and cyclical analysis, primarily with mutual funds and ETFs, emphasizing long-term strategies without engaging in aggressive trading approaches.

Josh Minotta is a Series 65-licensed financial advisor with Stage Wealth Management, Inc. He has approximately one year of experience in the industry and previously worked at Gladstone Wealth Partners and Broadstreet Insurance Agency, LLC. Outside of his advisory role, he is involved with North Shore Life & Health Agency Inc., where he operates as a licensed insurance agent focusing on life and health insurance sales. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities through discretionary portfolio management and pension consulting. The firm uses a combination of fundamental, technical, and charting analyses to tailor investment advice and manages about $103 million in discretionary assets for approximately 200 clients.

Sean Dowling is a CFP® professional with 16 years of experience at The Dowling Group Wealth Management in Greenwich, CT. He has held his current role since 2010. Outside of his advisory work, Dowling owns and operates a tax preparation and consultancy firm, Dowling Tax Group, LLC, which he acquired in 2017 and dedicates significant time to. The Dowling Group Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party advisers for individuals, pensions, and business entities. The firm manages approximately $165.6 million in client assets and emphasizes goal-based planning with a combination of fundamental and technical analysis and long-term investment strategies.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Lindsay La Fleur is a financial advisor at LL Financial Services, LLC with 10 years of industry experience. She holds a Series 63 designation and has been with LL Financial Services since 2016. LL Financial Services, LLC is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides customized financial planning, portfolio management, and retirement-plan consulting, managing approximately $35.8 million for about 64 clients, and offers in-house accounting and tax-preparation services alongside investment advice.

Aurora Maher is a financial advisor at AMFA LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with AMFA LLC since 2018. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients, including other investment advisers and non-U.S. investors. The firm employs a data-driven, quantitative investment approach that includes portfolio management across public securities, private fund interests, digital assets, commodities, and derivatives.

Daniel Sullivan is a Series 65-licensed financial advisor with 46 years of experience at Shearman, Ralston Inc. in Greenwich, CT, where he has worked since 1980. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm offers tailored portfolio management using a mix of fundamental, technical, and charting analysis across various instruments, managing a substantial majority of assets on a non-discretionary basis.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Patagonia Capital Advisors, LLC, where he serves as Managing Director with a focus on corporate advisory and business development. Acanto is a fee-based investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and a quantitative trade-signal service to a diverse client base including individuals, trusts, estates, and small businesses. The firm employs a proprietary, model-driven investment approach combining momentum-based signals with volatility-aware position sizing and emphasizes systematic, rules-based implementation and monitoring for discretionary accounts.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2001 to 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning, employing a combination of fundamental, technical, and cyclical analysis to construct customized, structured portfolios.