Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham Lane since 2016. In addition to his advisory role, Olivieri is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC offers discretionary investment management services to individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation through concentrated portfolios and uses a variety of investment instruments, including derivatives.

Leslie Beck is a financial advisor at COMPASS Wealth Management, LLC with 27 years of industry experience. She holds the CFP® and Series 63 designations and has worked with Strategic Blueprint, LLC and several academic institutions including William Paterson University and Bloomfield College. Outside of advisory work, she is a partner in 379 Associates LLC, which provides small business consulting and personal and business coaching services. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning through comprehensive or limited written plans. The firm does not manage client assets directly but supports implementation through third-party registered adviser platforms.

Rodrigo Curiel is a financial advisor with Blue Ox Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Citigroup Global Markets and Citicorp Investment Services before joining Blue Ox Capital Management in 2021. Blue Ox Capital Management offers advisory services primarily by selecting and directing clients to third-party investment advisers and funds, focusing on a consultative, referral-oriented approach rather than discretionary management or direct trading.

Naoka Nakagawa is a financial advisor at Prism Planning and Solutions Group with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Insight Advisors, LLC, Morgan Stanley Smith Barney, and Merrill. Prism Planning and Solutions Group is a newly formed supported investment adviser offering financial planning, coaching, consulting, estate-planning document services through a third party, investment advice, and wealth management. The firm serves both individual and high-net-worth clients and follows a structured multi-step planning process with an emphasis on diversified, low-cost core portfolios and formalized estate-document services.

Tyler Kennedy is a financial advisor at Vaughan and Company Securities, Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Betterment. Vaughan and Company Securities, Inc. provides discretionary investment advisory services primarily to individual and high-net-worth clients, as well as pension, profit-sharing, and 401(k) plan sponsors. The firm’s investment approach includes individual portfolio management, financial planning, and the use of third-party managers, with strategies aligned to clients’ objectives and reviewed regularly.

Catherine Gilhuley is a financial advisor with Sterling Legacy Advisors Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Sterling Legacy, she worked at LPL Financial and Equitable Advisors, LLC. Gilhuley has also been involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm combines a client-centered approach with a range of investment strategies and operates as a small team from a single office.

Lauren Wong is a CFA® charterholder with 24 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. Wong also serves as Vice President of SYS INVESTORS CORP., the parent holding company for Tandem Capital Management. 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 strategy combined with selective fixed-income security selection and integrates wealth planning into its portfolio management.

William Chen is a financial advisor at Tandem Capital Management, Inc. with eight years at the firm and a total of four years in the industry. He holds a Series 65 designation and previously worked at CLSA Americas for two years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial planning for individual clients, including high-net-worth households. The firm manages approximately $280 million across about 84 client relationships, employing a growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrated wealth planning.

Julia Peloso Barnes is a CFP® professional with 42 years of industry experience. She has worked at Prism Planning and Solutions Group since 2026, and previously held roles at Insight Advisors, LLC and Morgan Stanley. Barnes serves as Immediate Past President and a member of the Board of Directors for the Estate Planning Council of Westchester, a nonprofit focused on the exchange of ideas among estate planning professionals. Prism Planning and Solutions Group is a newly formed supported investment adviser offering financial planning, coaching, consulting, estate-planning document services, investment advice, and wealth management. The firm employs a structured planning process with low-cost, diversified portfolios and utilizes third-party providers for estate documents and investment management services.

Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process emphasizing dividend-growth potential and above-average earnings prospects.

Harlan Malter is a financial advisor at Saposh & Malter, Inc. with 7 years of industry experience. He holds a Series 63 designation and has been with Saposh & Malter since 1998. Outside of his advisory role, he maintains an independent tax practice, dedicating a portion of his time to preparing tax returns. Saposh & Malter, Inc. provides discretionary portfolio management and financial planning to individuals, small businesses, retirement plans, trusts, and estates. The firm manages approximately $24.4 million across 19 client relationships and emphasizes strategic asset allocation supported by tactical adjustments, using a combination of active and passive funds, individual securities, and third-party research.

Robert Saposh is a CFP® with seven years of industry experience and has been with Saposh & Malter, Inc. since 1998. He is also a Certified Public Accountant and maintains an independent tax practice focused on personal tax preparation. Saposh & Malter is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, small businesses, retirement plans, trusts, and estates. The firm manages approximately $24.4 million across 19 client relationships and uses a strategic asset allocation approach supplemented by tactical shifts, relying on computer models and third-party research to guide investment decisions.

Isaac Mamaysky is a financial advisor at QuantStreet Capital with a Series 65 designation and four years of industry experience. He has concurrent roles in academia and law, including positions at PACE Law School since 2024 and Potomac Law Group, PLLC since 2019. QuantStreet Capital serves individuals, trusts, retirement plans, businesses, and charitable organizations, offering discretionary separately managed account management, financial planning, consulting, and model-portfolio subscriptions. The firm employs a quantitative asset-allocation strategy driven by a proprietary machine learning model combined with discretionary oversight, providing multi–risk-level portfolios that include ETFs, mutual funds, stocks, options, and derivatives.

Vivian Dean is a financial advisor at Municipal Asset Management Inc. with four years of industry experience and holds a Series 65 designation. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to guide active portfolio management across various trading strategies, maintaining a small client base for highly customized fixed-income solutions.

Corey Peterson is a CFP® professional with 15 years of experience in financial advisory. He has worked at Great Hill Advisory since 2016 and previously at Lenox Advisors. Based in Port Washington, NY, he holds Series 63 and Series 66 licenses. Great Hill Advisory serves individual, high-net-worth clients, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and third-party money manager referrals. The firm emphasizes a primarily passive investment approach using index funds and ETFs, integrates income tax preparation into its wealth management services, and offers educational seminars and workshops.

Michael Porro is a CFP® professional with 23 years at Michael J. Porro & Co. Financial Advisors, Inc. and 13 years of industry experience. He serves as a general partner in three limited partnerships that hold real estate. Michael J. Porro & Co. Financial Advisors provides investment management and financial planning to individual clients, trusts, estates, corporations, and pooled investment vehicles, employing a structured six-step planning process and actively managed portfolios across multiple asset classes.

David Settanni is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He is currently a principal at Settanni Financial LLC and DVS Capital Partners GP, LLC, a private fund management firm. In addition to his advisory work, he is a volunteer firefighter with the Greenwich Fire Department and serves on the board of Special Kids of NY, a nonprofit organization. Settanni Financial is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, retirement-plan advisory, financial planning, and integrated wealth management, utilizing a fiduciary, long-term approach with diversified portfolios that incorporate mutual funds, ETFs, individual securities, options, private equity, and third-party managers.

David Marra is a Series 65-licensed financial advisor at Markin Asset Management, LP with four years of industry experience. He has been with Markin Asset Management since 2019 and also serves as Managing Director of Arialytics, Inc., a non-investment related business. Markin Asset Management provides discretionary investment management to private funds, individual accounts, trusts, and family offices using proprietary multi-asset quantitative strategies. The firm applies systematic models and machine-learning techniques to construct diversified, ETF-based portfolios tailored to client objectives.

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.

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.