Vikram Kaul is a Series 65-licensed financial advisor with 11 years of industry experience. He has been a managing member of NorthStar Portfolio Investments, LLC since 2012 and has worked at the firm since 2014. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental analysis and Modern Portfolio Theory to construct portfolios and offers both discretionary and non-discretionary management, with a focus on higher asset-per-client relationships supported by technology for held-away account management.

Stephen Varlotta is a Series 65-licensed advisor at ProAthlete Wealth Management LLC with no prior industry experience. His work history includes roles at SL Green Realty Corporation, Greystone Monticello, Piper Sandler, and academic positions at the University of Southern California Marshall School of Business and Syracuse University. ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services primarily to individuals, including high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, serving a client base that includes professional athletes with specialized concierge support.

Brett Howard is a financial advisor at Howard Wealth Management, LLC with 23 years of industry experience. He has held roles at APW Capital, Inc. and Cherry Street Partners before joining his current firm in 2018. Outside of advising, Mr. Howard is a member of 47 Lafayette Place, LLC, which manages a real estate property unrelated to investment activities. Howard Wealth Management serves individuals, including high-net-worth clients, pension plans, and corporate clients, managing approximately $356 million in discretionary assets. The firm offers customized portfolio management and wealth planning services with an emphasis on educational outreach and a fiduciary, long-term investment approach.

Robert Schaefer Sr. is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization. Buckram Securities Ltd provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm offers discretionary portfolio management through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency functions.

Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and previously worked at UBS Securities LLC and Credit Suisse Securities (USA) LLC. Outside of his advisory work, he owns income-producing real estate in London. Diamond NestEgg serves individual clients by providing comprehensive financial planning, coaching, and educational programs. The firm focuses on client-directed implementation and favors passive investment strategies, emphasizing education through workshops and online courses rather than discretionary portfolio management.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

Brian Herbst is a financial advisor with The Herbst Group, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 11 years before joining The Herbst Group in 2020. The Herbst Group offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios incorporating low-cost mutual funds, ETFs, and individual securities, along with options and derivatives when appropriate.

Brandon Sherwood is a financial advisor at Strong Wealth Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Cortex Technology Capital Management, Cortex Technology Capital Advisors, Sherwood Capital Advisors, and George K. Baum & Company. In addition to his advisory work, he serves as Vice President in investment banking at Strong Capital Markets, LLC. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients, providing financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios using various analytical methods and offers active management of private pooled vehicles, employing performance-based fees for qualified clients.

Michael Robinson is a Series 65-licensed advisor with Ridgeview Asset Management Partners, LLC, where he has worked since 2016. He has a total of 16 years of industry experience, including a decade at General American Investors, Inc. Robinson also serves as a director of a small private company. Ridgeview Asset Management Partners advises high-net-worth individuals, families, trusts, foundations, and endowments through customized, discretionary separately managed accounts, and sponsors private pooled vehicles for institutional investors. The firm employs rules-based, risk-controlled investment programs tailored to client risk profiles, using diversified and tax-sensitive portfolios guided by technology and quantitative benchmarks.

Matthew Hickman is a financial advisor at Greenwich Creek Capital Management, LLC with three years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at American Century Investments and Vision Advisors. Hickman is also a partner in a commission-based wealth management advisory business serving clients in Santiago, Chile. Greenwich Creek Capital Management primarily serves individual clients, including high-net-worth individuals, with tailored portfolio management and investment advice across a range of securities and strategies. The firm offers both discretionary and non-discretionary account management and emphasizes individualized investment policies developed through detailed client discussions.

Brant Root is a CFP® with 21 years of industry experience and is a principal at Firethorn Capital, LLC, where he has worked since 2003. He previously worked at Firethorn Capital Management, LLC from 2005 to 2022 and serves as Vice President and Chief Financial Officer of Mallard Farms, Inc., a family-held real estate business. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm follows a research-intensive, opportunistic value approach, managing concentrated portfolios and operating a private pooled investment vehicle alongside separately managed accounts.

Irwin Milch is a financial advisor at M & I Financial Planning Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with M & I Financial Planning Services since 2003. Milch also maintains a long-term association with Gary Goldberg & Co., Inc. since 1997. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm employs a conservative, asset-preservation investment approach with discretionary portfolio management and considers clients’ broader financial situations including real estate, insurance, and tax factors.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Douglas Hedley Jr. is a financial advisor with Longwall Family Office, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Praxia Financial Services, Dominari Securities, and UBS Financial Services. Longwall Investment Partners, LLC provides customized investment advisory services primarily to high net worth individuals, trusts, estates, and retirement plans, employing a long-term investment approach that uses fundamental and technical analysis. The firm manages a concentrated client base through discretionary and non-discretionary portfolio management and also serves as adviser to a Cayman Islands private fund currently in the process of winding down.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. 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 support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Michael Wehrli is a financial advisor at LCR Wealth Management LLC in Westport, CT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LCR Capital Partners and Nudge Capital, LLC, as well as an extended period as a student. LCR Wealth Management provides discretionary investment advisory services to individuals, families, trusts, institutions, and retirement plans, focusing on high-net-worth clients. The firm offers customized portfolio management with a tax-aware, long-term approach and manages a venture-capital private fund alongside traditional investment strategies.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.

Donato Settanni is a financial advisor with Settanni Financial LLC in Armonk, NY, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Sutton Place Investors, Cetera, and his own firm, Settanni Financial. Outside of advisory work, he serves as president of Special Kids of New York, a nonprofit supporting children in need, and holds board positions with several local organizations including Oakland Cemetery Association, St. Patrick’s Church, and Cabrini of Westchester. Settanni Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, managing approximately $397 million across 155 client relationships. The firm offers discretionary and non-discretionary investment management, retirement-plan advisory, financial planning, and integrated wealth management, employing diversified portfolios constructed through fundamental and cyclical analysis with ongoing monitoring and rebalancing.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, with nine years of industry experience. He previously worked at Castle Hill Capital Partners and spent 21 years at Davis Selected Advisors. Whitaker holds Series 63 and Series 65 licenses. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates classified as qualified clients. The firm follows a long-term, low-turnover approach supported by proprietary research and third-party analysis, integrating artificial intelligence tools for decision support and maintaining an institutional custody relationship.

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.