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.

Sheila Pettee is a CFA® charterholder with 35 years of experience in the investment industry. She is president and chief compliance officer of Pettee Investors, Inc., where she has worked since 2015. Since 2018, she has also been involved with Hoya Capital Real Estate, LLC. Pettee Investors, Inc. provides discretionary and non-discretionary investment management to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutions. The firm focuses on valuation-driven equity strategies across large- and mid-cap growth and equity REITs, employing fundamental and technical analysis with a typical one- to three-year investment horizon.

Matthew Gachi is a CFP® with 29 years of industry experience, currently affiliated with Catum Advisory Group, LLC, where he has worked since 2016. He has held roles at CB Design Group and Iag, LLC, and serves as Vice President of Devlin & Associates, Inc., a third-party administrator firm unrelated to investment advisory. Catum Advisory Group manages approximately $128.6 million for about 75 clients, including individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services with strategies that incorporate borrowing and derivatives alongside option overlays managed through a sub-adviser.

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.

Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.

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 financial advisor at Stage Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Stage Wealth Management, he worked at Gladstone Wealth Partners and has ongoing involvement as a licensed insurance agent with North Shore Life & Health Agency Inc. outside of his advisory role. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities, managing approximately $103 million in discretionary assets. The firm offers tailored discretionary portfolio management using fundamental, technical, and charting analyses, with a mix of long- and short-term strategies and covers a wrap fee program uncommon for firms of its size.

Bruce Ryan is a financial advisor at Noble Capital Management, Inc. with 50 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Advisory Group Equity Services Ltd and Source Capital Group, Inc. He also operates under the d/b/a RHK Capital. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients, utilizing model portfolios focused on ETFs and mutual funds. The firm employs a model-based, ETF-centric approach with dynamic asset allocation guided by relative-strength analysis and daily market assessments.

Timothy Pettee is a financial advisor at Pettee Investors Inc with four years of industry experience. He holds a Series 65 designation and previously worked at AIG SunAmerica Capital Services and Asset Management Corp for over 17 years. Pettee Investors provides individualized investment management to a select client base including individual households, trusts, estates, and institutional clients. The firm combines fundamental security analysis with selective technical inputs across equity and real estate strategies and maintains a distinctive ownership structure involving affiliated registered advisers and ETF sponsorship.

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.

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.

George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.

Prashant Joshi is a Series 65 licensed advisor at Quorus Inc. with one year of industry experience. Prior to joining Quorus, he worked at New York University Stern, Lazard, Parametric Portfolio Associates/Morgan Stanley, and BCCM Advisors. Quorus provides portfolio implementation and SMA management primarily to registered investment advisors and wealth managers, while also serving family offices, small endowments, and foundations. The firm leverages technology to deliver personalized portfolios and integrates models from internal and third-party providers, with capabilities including automated rebalancing and tax-loss harvesting.

Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.

Elaine Biersack is a financial advisor with Round Rock Advisors LLC, holding a Series 65 designation and five years of industry experience. She previously worked for Greenwich Investment Management, Inc. for ten years before joining Round Rock Advisors in 2023. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors with investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal teams using fundamental, long-term analysis and offers access to independent sub-advisors and specialized investment strategies, including management of an Australian-registered micro-cap fund.

Emily Ryklin is a financial advisor at Trivium Point Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. She has also worked in education and caregiving roles prior to her financial career. Outside of advisory work, she works as a server and bartender in Stamford, CT. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized investment management and financial planning services.

Lauren Hauck is a financial advisor at CastleKeep Investment Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2026. CastleKeep Investment Advisors serves individuals, families, trusts, estates, high-net-worth individuals, and private investment companies with portfolio management, investment advisory, money manager search and monitoring, and investment analysis. The firm emphasizes a client-by-client approach, applying both qualitative and quantitative fundamental analysis, and manages approximately $921 million in assets.

Jason Waxler is a financial advisor at Income & Asset Advisory, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is also a principal of Katonah Capital Group LLC and operates as an independent insurance agent. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and pension consulting services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.