Neil Kenagy is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Colchester Investment Counsel LLC since 2000. Colchester Investment Counsel provides discretionary investment management and standalone financial planning services to individuals, families, small businesses, and charitable organizations. The firm employs a long-term, relatively conservative investment approach that combines fundamental and technical analysis, focusing on dividend-oriented equities and investment-grade bonds, while tailoring asset allocation to clients’ goals and risk tolerance.

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.

Alexandra Lyon is a financial advisor at Quorus Inc. with a Series 65 credential and two years of industry experience. She previously worked at Magnifi LLC, TIFIN Distribution Partners, TIFIN GROW LLC, OpenInvest, and Stone Harbor Investment Partners. Quorus provides portfolio implementation and separately managed account (SMA) management primarily to registered investment advisors and wealth managers, as well as direct clients such as family offices and small endowments. The firm leverages technology to deliver personalized portfolios, automates rebalancing and tax-loss harvesting strategies, and licenses investment models from internal and third-party providers.

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.

Nydia Concepcion is a financial advisor with Agilis Investment Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at Round Rock Advisors LLC and Greenwich Investment Management, Inc. before joining Agilis in 2025. Agilis Investment Management provides discretionary portfolio management services to individuals and various institutions, including estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. The firm’s investment approach emphasizes current income through tax-exempt and taxable fixed income and dividend-paying equities, with a particular focus on Private Activity Bonds and detailed credit and operational due diligence.

Matthew Krusko is a CFP® professional with 13 years of experience in financial advising, currently serving at Golden Bay Advisors LLC since 2013. He holds the Series 66 designation and is based in Chappaqua, NY. Golden Bay Advisors primarily serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial planning. The firm’s investment strategy emphasizes exchange-traded funds supplemented by individual stocks, mutual funds, and various equity and debt instruments, managing approximately $295.7 million in assets across about 147 accounts.

Brian Hathaway is a Series 65 credentialed advisor with 14 years of industry experience. He has worked at Investors Capital Management, Inc. since 2009. Investors Capital Management, Inc. is a fee-only registered investment adviser offering discretionary portfolio management and financial guidance to individuals, families, trusts, foundations, pension plans, and charitable organizations. The firm employs a long-term, low-turnover investment approach emphasizing fundamental research and collaborative decision-making, tailoring client portfolios by risk tolerance and specific requests.

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.

Kyra Palmer is a financial advisor at Oak Financial Group Inc in Stamford, CT, holding a Series 65 designation with 18 years of industry experience. She has been with Oak Financial Group since 2006. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm focuses on long-term investment strategies primarily using mutual funds, emphasizing diversification and alignment with client objectives and risk tolerance.

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.

Christopher Angle is a financial advisor with Heritage Capital, LLC in Redding, CT, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Heritage Capital since 2015 and has worked in asset and risk management since 2005. Outside of his advisory role, he operates a book publishing business and teaches judo to children and adults. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary models focused on momentum, trend-following, and mean-reversion to reposition assets rather than follow a buy-and-hold strategy.

John Maguire is a financial advisor at LCR Wealth Management LLC with Series 65 and Series 66 credentials. He has one year of industry experience and has previously worked at Client Edge Consulting and The Alfond INN. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals and families. The firm emphasizes broad diversification, long-term holding, and tax considerations in its portfolio management, and also sponsors venture capital pooled vehicles and manages private funds.

Jay Goodgal is the sole advisor at J.C. Goodgal, Inc. based in Pound Ridge, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, he serves as Chief Executive Officer of Pawwtners Inc., a social media company. J.C. Goodgal, Inc. provides personalized discretionary investment advisory and asset management services to individuals, high-net-worth clients, small pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation core-and-satellite approach with a globally diversified portfolio that includes passive and active investment positions.

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.

Ethan Blinder is a financial advisor at Calm River Capital LLC with a Series 65 designation and two years of industry experience. He has been with Calm River Capital since 2022 and is also involved with Nesor New York, LLC. Outside of his advisory role, Blinder holds multiple leadership positions in real estate investment and management companies. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients. The firm focuses on equity and ETF investments, utilizing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.

James Osborn is a financial advisor at Envest Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Energy Power Management I, LLC. Osborn maintains membership interests in Energy Power Investment Holdings, an activity that occupies less than 10% of his time. Envest Asset Management advises individuals, including high-net-worth clients, as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers portfolio management and financial planning services, applying a holistic approach that may include socially responsible and ESG investing alongside traditional strategies.