Derek Botwinick is a financial advisor at Lumiere Financial with 23 years of industry experience. He holds a Series 63 designation and has held positions at firms including Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. In addition to his advisory work, he owns DLB Associates, which provides group benefits and Medicare insurance services. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships through a seven-advisor team, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Ivan Feinseth is a financial advisor at Tigress Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Tigress Financial Partners since 2011. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory, employing strategies such as long- and short-term trading, options, short sales, and margin.

Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Denis Baftiq is a CFP® at Midfield Private Wealth, LLC with one year of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Merit Financial Group, and several other financial and educational institutions. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs a blend of passive and active strategies with a focus on fundamental analysis, offering discretionary and non-discretionary portfolio management tailored to client needs.

Peter Debuona is a financial advisor with Buckram Securities Ltd in Locust Valley, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Buckram Securities since 2003. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, IRAs, SEP accounts, self-employed 401(k) plans, and trusts, managing approximately $92.7 million across 133 accounts. The firm provides discretionary portfolio management through its Buckram Wealth Management wrap fee program, using fundamental and technical analysis alongside third-party research to tailor equity, balanced, and fixed-income portfolios to client goals and risk tolerance.

Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.

Peter Yam is a financial advisor at Pension Maxima Investment Advisory, Inc. with two years of industry experience. He previously worked at OCBC Bank for eight years and was retired for three years before joining his current firm. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm provides pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, focusing mainly on non-discretionary advisory services and educational workshops for retirement plan participants.

Holly Nahar is a financial advisor at AJF Capital Management, Inc. with four years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Inc., OSAIC, and American Portfolios Financial Services, Inc. prior to her current role. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and offers various portfolio management and financial planning services, including ESG-focused sustainable investing and actively managed strategies.

John Youngman is a financial advisor at Osprey Private Wealth LLC with five years of industry experience. He holds a Series 63 designation and previously worked at Segall Bryant & Hamill, Corient Services LLC, Corient, CIPW Service Company, LLC, and Barrett Asset Management, LLC. He also serves as a trustee of family trusts. Osprey Private Wealth provides discretionary and non-discretionary investment management and financial planning for high-net-worth individuals, trusts, and estates. The firm offers tailored investment portfolios and accepts fiduciary roles, such as trustee or officer, to serve multi-generational families.

Seth Varnhagen is a financial advisor at Fifth Set Private Wealth Management LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at North Castle Advisors, LLC for 17 years. Outside of his advisory role, he serves as the sole trustee for a family testamentary trust. Fifth Set Private Wealth Management LLC is an independent advisory firm that provides portfolio management, financial planning, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and regular portfolio reviews.

Jason Dos Santos is a financial advisor at Milagre Wealth Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include work at the Virtual Civilization Initiative and Marist College. Milagre Wealth Management offers fee-based investment management and financial planning services to individuals, trusts, and estates. The firm employs a range of analytical methods and trading strategies, tailoring portfolios based on client risk profiles while managing a large client base from multiple offices.

Gary Reetz is a financial advisor at One Oak Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Regis Advisors for 17 years and Fox Chase Capital Partners for over two decades. One Oak Capital Management provides discretionary portfolio management primarily to high-net-worth and individual clients, as well as pooled investment vehicles and private funds. The firm focuses on fixed-income strategies, including investment-grade corporate and municipal bonds, and operates multi-strategy funds with delegated trading authority under a first-loss framework.

Andrew Cosgrove is a CFA® charterholder with 18 years of experience in financial advising. He has been with Bluestone Financial Advisors, LLC since 2007 and is also associated with Bluestone Life Insurance Company. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management through project-based or ongoing retainer arrangements, with a focus on long-term strategy and complex asset advisory.

Amy Marchitello is a financial advisor with S Squared Retirement Solutions LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at OsaiC Wealth, American Portfolios Advisor's Inc., and PRUCO Securities LLC. She is also involved in financial wellness education, providing these services to companies in New York. S Squared Retirement Solutions LLC serves individual clients, including high-net-worth households, charities, and business entities, offering financial planning, discretionary portfolio management, and third-party adviser recommendations. The firm employs fundamental analysis to build individualized asset allocations and manages accounts on a discretionary basis with regular reviews.

Seiichi Shinomiya is a financial advisor at Dorado Wealth Management LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Western International Securities, Inc. and Citigroup Global Markets Inc. since 2016. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds, financial institutions, and charitable organizations. The firm emphasizes a predominantly non-discretionary asset management approach and frequently utilizes third-party investment managers on the Schwab platform.

Gregory Zoraian is a financial advisor at Shelter Rock Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shelter Rock Management since 2014. Prior to that, he was a partner at Sasserath & Zoraian LLP from 1997 to 2021. Since 2021, he has also been a partner at the accounting firm Grassi Advisors & Accountants. Shelter Rock Management, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $206 million in assets and employs a goal-based planning approach with strategies that include Strategic Income, Conservative Allocation, Equity Income, and Select Equity, along with customized accounts and retirement plan services.

Fernando Garip is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Clearbrook Investment Solutions LLC since 2019 and previously held positions at Wilmington Trust and M&T Securities from 2013 to 2019. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and operates as part of an affiliated group advising substantially larger assets.

Nathaniel Ralston is a financial advisor at Shearman, Ralston Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shearman, Ralston Inc. since 2012. Shearman, Ralston Inc. provides portfolio management and investment advice to individuals, including high-net-worth clients, and trusts. The firm employs a variety of strategies tailored to client objectives, using fundamental, technical, and charting analysis, with an emphasis on non-discretionary management and option-related strategies.

Richard Sincerbeaux is the sole advisor at RM Sincerbeaux Capital Management, LLC, based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of experience in the financial industry. Since founding the firm in 2007, he has focused on discretionary investment management for high-net-worth individuals. RM Sincerbeaux Capital Management serves approximately 15 high-net-worth households, managing around $230 million in client assets. The firm emphasizes long-term, dividend-growth equity ownership combined with laddered bond portfolios, utilizing fundamental research and tax-aware strategies in concentrated portfolios.

Michael Huxley is a financial advisor at Clearbrook Investment Solutions LLC with 17 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at M/T Securities since 2013. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and is part of an affiliated group that collectively advises on significantly larger assets.