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.

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.

Pedro De Oliveira Fiuza is a CFA® charterholder based in Bronxville, NY, currently serving as the sole advisor at Ndure Global LLC. He has over nine years of industry experience, including prior work at Vinci Partners USA from 2014 to 2023. Ndure Global LLC provides investment advisory services to high-net-worth clients and institutions with at least $20 million in investable assets. The firm employs a top-down investment approach combined with bottoms-up analysis, focusing on liquidity, risk measurement, and cost efficiency across discretionary and non-discretionary mandates.

Daniel Lampier is a financial advisor at Sirmium Capital, LLC, holding Series 65 and Series 63 licenses with over 14 years of experience at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Although new to Sirmium Capital, he has an extensive background in financial services. Sirmium Capital is a fee-only registered investment adviser serving individual investors and nonprofit organizations with discretionary portfolio management and customized asset allocation. The firm employs fundamental and cyclical analysis for long-term and short-term investment strategies and provides ongoing account monitoring and market commentary through a monthly newsletter.

Brandt Sakakeeny is a financial advisor at Rockingstone Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rockingstone Advisors since 2009. Outside of his advisory role, he serves on the Board of Visitors at Wake Forest College and is a board member and treasurer of the executive committee at Bonnie Briar Country Club. Rockingstone Advisors provides discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the use of equities, fixed income, alternatives, and digital assets, distinguishing itself with advertised historical performance and a formal digital-asset custody program.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

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.

Shannon Blanchard is a financial advisor at Shamrock Financial Services with three years of industry experience. She holds the Series 65 designation and has worked at Shamrock Financial Services since 2018. Prior to her advisory career, she was involved with WorldTeach and also worked in the hospitality sector at The Odeon & Citizens Cafe. Shamrock Financial Services is a small state-registered advisory firm that serves individual and high-net-worth clients, managing approximately $26.6 million across about 109 accounts. The firm uses ETF-based model portfolios focused on value-oriented, long-term holdings, combining strategic asset allocation with periodic rebalancing and providing clients access to sub-advisory platforms.

Tyler Arons is the principal of Arons Wealth Management LLC in Montgomery, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Prior to founding his firm, he worked in education research and accounting, including a role at Craig M. Arons CPA PFS PC. Arons Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of investment methods within a long-term trading approach and offers standalone hourly financial planning engagements.

Madeline Noveck is a CFP® professional with nine years of industry experience. She is currently with Capital Preservation Partners, Inc. and previously worked at Mercer Global Advisors Inc. and Novos Planning Associates Inc. totaling 39 years of experience across these firms. Capital Preservation Partners provides investment advisory and financial planning services to individuals, corporations, trusts, pensions, and profit-sharing plans, managing approximately $222 million in client assets. The firm offers tailored portfolios across various asset classes and employs both fundamental and technical analysis with ongoing portfolio reviews, serving both high-net-worth and non-HNW clients.

Laraine Villapiano is a financial advisor at One Oak Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has been with One Oak Capital Management since 2021, following a 32-year tenure at Concord Investment Management. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy sleeves.

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.

Alejandro Aleman is a financial advisor at Volumetric Advisers with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, JPMorgan Chase Bank, and Granby Capital Management. Volumetric Advisers primarily provides investment advisory services to Volumetric Fund, Inc., a registered mutual fund, and offers portfolio management for separately managed accounts as well as advisory services to individuals and small businesses. The firm employs a proprietary volume-and-trend methodology called the “Volume and Range” system to guide investment decisions and is notable for managing a mutual fund while serving non-HNW clients and small businesses with modest minimums.

Dagan Lacorte is a financial advisor with L&L Partners Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His work history includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of advising, he serves as treasurer of the charitable organization Friends of JCC Krakow and acts as a trustee for the David Philip Marantz Trust; he is also a licensed attorney and real estate broker. L&L Partners Wealth Management provides discretionary portfolio management and advisory services to individuals, charitable organizations, corporations, and other investment advisers. The firm employs a diverse investment approach that incorporates fundamental, technical, charting, and cyclical analysis across a range of strategies including long- and short-term trading, margin, options, and ETFs, and occasionally refers clients to outside advisers under negotiated fee-sharing agreements.

Timothy Duncan is a financial advisor with Duncan Financial Group, LLC, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked with Commonwealth Financial Network since 2002 and has been associated with Duncan Financial Group since 1998. Duncan Financial Group, LLC provides customized financial planning and consulting services for individuals and families, focusing on areas such as tax, estate, retirement, education, business planning, budgeting, and investment analysis. The firm uses a fixed-fee planning model without offering asset management or discretionary portfolio management, and its recommendations emphasize mutual funds and ETFs supported by economic and fundamental analysis.

James Vaughan III is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vaughan and Company Securities, Inc. since 1986 and also served on the faculty of Fairleigh Dickinson University for 14 years. In addition to his advisory role, he oversees the day-to-day operations of Officer Pension Administrators Inc., a retirement plan administration firm. Vaughan is also an attorney-at-law. Vaughan and Company Securities, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses, managing both discretionary and non-discretionary assets. The firm employs a diversified investment approach incorporating fundamental, cyclical, and quantitative analysis, and offers services including portfolio management, pension consulting, and 529 education account management.

Aryeh Rogoff is a financial advisor at Baron Financial Group LLC in Fair Lawn, NJ, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including MML Investors Services, Creative Financial Group, and MassMutual Life Insurance Co. He also has academic experience teaching at Saint Peter's University and the University of Mount Saint Vincent. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

Alex Socolof is a financial advisor with Strategic Wealth Management LLC in Briarcliff Manor, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Strategic Wealth Management since 2006. Outside of advising, Socolof is a 49% owner of Rifency, a research and development company focused on emission reduction technology. Strategic Wealth Management serves primarily individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management and financial planning. The firm emphasizes diversified, model-driven investment strategies using ETFs and mutual funds, with a focus on non-discretionary client engagement.

Benjamin Thomas is a financial advisor with 4Sight Advisors LLC, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. He has worked at 4Sight Advisors since 2023 and has prior experience with AscendLearning LLC, Harrington ED, MML Investors Services Inc, and Mass Mutual. 4Sight Advisors serves individual and high-net-worth clients, corporations, and business entities by providing portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad range of vehicles such as mutual funds, equities, fixed income, and pooled investments like real estate and venture capital funds, with portfolio management conducted in-house and regular client reviews.