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.

Brandon Pacilio is a financial advisor at Alpine Hill Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corp, Bridgewater Associates, and SumRidge Partners. Alpine Hill Advisors provides discretionary wealth management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes customized asset allocation and a primarily long-term investment approach using a mix of individual stocks, bonds, ETFs, and alternative investments.

Alexandra Lyon is a financial advisor at Quorus Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at firms including Magnifi LLC, TIFIN Distribution Partners, TIFIN GROW LLC, OpenInvest, and Stone Harbor Investment Partners. Quorus provides professional portfolio management primarily as a sub-advisor to registered investment advisors and wealth managers, while also serving individual and high-net-worth clients through separately managed accounts. The firm combines licensed Models from Quorus and third-party providers with automated processes such as daily account reviews and tax-loss harvesting to manage portfolios aligned with client values and investment policy statements.

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 four years of industry experience and holds a Series 65 designation. He has a background in law, currently attending Pace Law School and previously attending Albany Law School, and is also a practicing attorney at Potomac Law Group, PLLC. Outside of finance, he is involved with CZ Wellness Group, Inc., a business he has been part of since 2012. QuantStreet Capital provides quantitative investment management, financial planning, and consulting services to individuals, nonprofit endowments, trusts, retirement plans, and businesses. The firm uses a systematic, algorithm-driven asset allocation process across multiple risk-targeted strategies and offers model portfolio subscriptions and outside-CIO services to other advisers and asset managers.

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 financial advisor at Investors Capital Management Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with the firm since 2009. Investors Capital Management Inc. is a fee-only registered investment adviser that provides 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 based on fundamental research and customizes portfolios according to client risk tolerance, liquidity needs, 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 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak in 2017. Outside of his advisory role, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit providing assistance and religious training to disadvantaged groups in Israel. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving 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 investments, and manages multiple onshore and offshore funds.

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 a financial advisor with J.C. Goodgal, Inc. based in Pound Ridge, NY, holding Series 63 and Series 65 licenses and four years of industry experience. He has served as Chief Executive Officer of Pawwtners Inc., a social media company, since 2021. His background includes involvement with multiple investment and agricultural companies in director and managing partner roles. J.C. Goodgal, Inc. provides 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 approach combining passive index and ETF core holdings with active satellite positions, managing globally diversified portfolios across various asset classes.

Richard Taylor is a financial advisor at Plan First Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at DeVere USA INC. from 2015 to 2018 before joining Plan First Wealth in 2018. Plan First Wealth serves individual clients and families, specializing in British expatriates living in the United States. The firm addresses cross-border financial issues related to UK domicility and provides investment management and financial planning services, including advisory services through the Betterment for Advisors platform.

Cynthia Golub is a CFP® professional with 12 years of industry experience, currently serving as an advisor at G-Squared Advisory LLC since 2009. She holds Series 63 and Series 65 licenses and is based in Mamaroneck, NY. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and asset allocation. The firm operates on an hourly or flat-fee basis without managing client assets or accepting discretionary authority.

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.

Daniel Griffin is a financial advisor at Wesfair Advisory Group, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles at Wesfair Advisory Group and affiliated entities since 2014. Outside of advising, he is co-owner of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and owner of Wesfair Agency, Inc., a property casualty insurance firm. Wesfair Advisory Group provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing individualized investment strategies and quarterly reviews, and maintains affiliations with licensed insurance and tax services.