David Montaquiza is a financial advisor at Municipal Asset Management Inc with 4 years of industry experience. He has been associated with Municipal Asset Management Inc since 1998. Municipal Asset Management Inc provides discretionary portfolio management primarily focused on fixed-income securities to high net worth individuals and institutional clients. The firm employs fundamental economic and relative-value analysis to deliver customized bond portfolios aligned with clients’ goals and risk profiles.

Edward Hadad is a CFP® professional with five years of industry experience. He has worked at Financial Asset Management Corp since 2020 and previously spent six years at the Institute for New Economic Thinking. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans, managing approximately $436 million in client assets. The firm employs model portfolios based on fundamental and cyclical analysis, primarily using mutual funds, ETFs, individual securities, and Independent Managers with a generally long-term investment approach.

Sheila Pettee is a CFA® charterholder with 35 years of experience in the investment industry. She is president and chief compliance officer of Pettee Investors, Inc., where she has worked since 2015. Since 2018, she has also been involved with Hoya Capital Real Estate, LLC. Pettee Investors, Inc. provides discretionary and non-discretionary investment management to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutions. The firm focuses on valuation-driven equity strategies across large- and mid-cap growth and equity REITs, employing fundamental and technical analysis with a typical one- to three-year investment horizon.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

Laurie Girsky is a financial advisor at G-Squared Advisory LLC in Mamaroneck, NY, with 13 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Laurie has worked at Merrill and has been with G-Squared Advisory since 2009. G-Squared Advisory provides fee-only financial planning and investment advisory services to individuals and families, focusing on cash flow, debt management, risk management, retirement and estate planning, and investment selection. The firm emphasizes long-term, fundamental buy-and-hold strategies and operates on an hourly or flat-fee basis without accepting discretionary authority or custody of client assets.

John Bailey is a financial advisor at LumenAI with five years of industry experience. He holds a Series 65 designation and has worked at VMG 2021 LLC since 2021 and Lumenai Investments LLC since 2020, alongside managing Spruce Management LLC since 2001. LumenAI provides investment management services to hedge funds, high-net-worth investors, investment advisors, fiduciaries, and institutions, utilizing a predominantly quantitative and AI-driven investment process. The firm manages tailored separate account portfolios and pooled vehicles, employing individual stocks, ETFs, mutual funds, and with client approval, futures, options, FX, or digital currencies.

Simon Bennaim is a financial advisor at Zorea Capital LP with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kize Capital LP and Axa XL. Bennaim also provides consulting services to other unaffiliated investment managers. Zorea Capital LP manages approximately $50 million for individual and family clients, offering discretionary and non-discretionary portfolio management focused on a concentrated, research-driven, long-term, value-oriented investment strategy. The firm utilizes individual equities, bonds, and ETFs, with risk management strategies that may include leverage, derivatives, and limited short positions or options for downside protection.

Scott Kahan is a CFP® professional with five years of industry experience, currently affiliated with Financial Asset Management Corp in Chappaqua, NY. He has been with Financial Asset Management Corp since 1986, contributing to the firm's activities over a span of approximately 40 years. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages around $436 million in client assets using model portfolios based on fundamental and cyclical analysis, primarily with mutual funds and ETFs, emphasizing long-term strategies without engaging in aggressive trading approaches.

Sean Dowling is a CFP® professional with 16 years of experience at The Dowling Group Wealth Management in Greenwich, CT. He has held his current role since 2010. Outside of his advisory work, Dowling owns and operates a tax preparation and consultancy firm, Dowling Tax Group, LLC, which he acquired in 2017 and dedicates significant time to. The Dowling Group Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party advisers for individuals, pensions, and business entities. The firm manages approximately $165.6 million in client assets and emphasizes goal-based planning with a combination of fundamental and technical analysis and long-term investment strategies.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Gaurav Adhikari is a financial advisor at Markin Asset Management, LP with eight years of industry experience. He holds a Series 65 designation and previously worked at Payne Capital Management for ten years. Markin Asset Management is an SEC-registered adviser that provides discretionary investment management to private pooled funds, separately managed accounts, and serves as a sub-advisor to other advisers. The firm employs proprietary multi-asset quantitative models incorporating artificial intelligence and machine-learning techniques to construct portfolios for individuals, trusts, endowments, and family offices.

Lindsay La Fleur is a financial advisor at LL Financial Services, LLC with 10 years of industry experience. She holds a Series 63 designation and has been with LL Financial Services since 2016. LL Financial Services, LLC is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides customized financial planning, portfolio management, and retirement-plan consulting, managing approximately $35.8 million for about 64 clients, and offers in-house accounting and tax-preparation services alongside investment advice.

Timothy Pettee is a financial advisor at Pettee Investors Inc with four years of industry experience. He holds a Series 65 designation and previously worked at AIG SunAmerica Capital Services and Asset Management Corp for over 17 years. Pettee Investors provides individualized investment management to a select client base including individual households, trusts, estates, and institutional clients. The firm combines fundamental security analysis with selective technical inputs across equity and real estate strategies and maintains a distinctive ownership structure involving affiliated registered advisers and ETF sponsorship.

Aurora Maher is a financial advisor at AMFA LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with AMFA LLC since 2018. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients, including other investment advisers and non-U.S. investors. The firm employs a data-driven, quantitative investment approach that includes portfolio management across public securities, private fund interests, digital assets, commodities, and derivatives.

Daniel Sullivan is a Series 65-licensed financial advisor with 46 years of experience at Shearman, Ralston Inc. in Greenwich, CT, where he has worked since 1980. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm offers tailored portfolio management using a mix of fundamental, technical, and charting analysis across various instruments, managing a substantial majority of assets on a non-discretionary basis.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Patagonia Capital Advisors, LLC, where he serves as Managing Director with a focus on corporate advisory and business development. Acanto is a fee-based investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and a quantitative trade-signal service to a diverse client base including individuals, trusts, estates, and small businesses. The firm employs a proprietary, model-driven investment approach combining momentum-based signals with volatility-aware position sizing and emphasizes systematic, rules-based implementation and monitoring for discretionary accounts.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2001 to 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning, employing a combination of fundamental, technical, and cyclical analysis to construct customized, structured portfolios.

Brianna Melahn is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with Prism Planning and Solutions Group and previously worked at Insight Advisors, LLC and Morgan Stanley. Outside of her financial advisory role, she serves as the administrator of a laundromat business. Prism Planning and Solutions Group is a newly formed, supported investment adviser offering a range of financial planning and wealth management services. The firm follows a structured planning process and emphasizes diversified, low-cost portfolios with periodic review and discretionary investment management.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Heydorn Stone, he gained experience at the Charles Schwab Foundation Personal Financial Planning Clinic and several other organizations. Heydorn Stone Capital Management is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, and charitable and corporate organizations. The firm employs a client-centered process focused on asset allocation diversification across multiple model portfolios ranging from all equity to capital preservation.

John Hamilton is a financial advisor at Hamilton Advisors Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Hamilton Advisors since 1989. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation while seeking reasonable returns and uses documented Investment Policy Statements tailored to client goals.