Cheng Luo is a financial advisor with HHL Wealth Advisors Inc. holding Series 65 and Series 63 licenses and has three years of industry experience. He has worked at several firms including Cetera Financial Specialists LLC and Prime Number Capital, LLC. Luo also serves as an adjunct assistant professor at Baruch College, where he has taught accounting courses since 2015. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small businesses. The firm uses a combination of passive and active investment vehicles based on asset-allocation frameworks and fundamental analysis, tailoring strategies to clients’ goals and risk tolerance.

Andrew Kutz is a CFP® professional with over 30 years of experience at Kutz and Company Inc. He serves as president and CPA of Kutz & Kutz CPA's P.C., a non-investment related accounting firm based in Great Neck, NY. Kutz and Company Inc. provides tax and accounting services alongside personal financial planning and discretionary asset management to individuals, executives, trusts, and high net worth clients. The firm integrates its active tax and accounting practice with advisory services, developing client-specific written plans and managing portfolios primarily composed of no-load mutual funds and ETFs.

Catherine Gilhuley is a financial advisor with Sterling Legacy Advisors Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Sterling Legacy, she worked at LPL Financial and Equitable Advisors, LLC. Gilhuley has also been involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm combines a client-centered approach with a range of investment strategies and operates as a small team from a single office.

Lauren Wong is a CFA® charterholder with 24 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. Wong also serves as Vice President of SYS INVESTORS CORP., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity strategy combined with selective fixed-income security selection and integrates wealth planning into its portfolio management.

William Chen is a financial advisor at Tandem Capital Management, Inc. with eight years at the firm and a total of four years in the industry. He holds a Series 65 designation and previously worked at CLSA Americas for two years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial planning for individual clients, including high-net-worth households. The firm manages approximately $280 million across about 84 client relationships, employing a growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrated wealth planning.

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

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.

Chaim Deutsch is a CFP® professional with five years at Oak Private Wealth LLC and a total of three years in the financial advisory industry. He previously worked at SimkowitzCo LLC and owns Deutsch Tax Advisory, which he operates alongside his advisory activities. He is licensed to sell and advise on life and health insurance in New York and New Jersey. Oak Private Wealth LLC provides wealth management and financial planning services to individual and institutional clients, including pension plans and charitable organizations. The firm combines tax-aware financial planning with portfolio management using both passive and active strategies and coordinates its services with a separate tax advisory practice owned by the principal.

Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process emphasizing dividend-growth potential and above-average earnings prospects.

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.

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.

Corey Peterson is a CFP® professional with 15 years of experience in financial advisory. He has worked at Great Hill Advisory since 2016 and previously at Lenox Advisors. Based in Port Washington, NY, he holds Series 63 and Series 66 licenses. Great Hill Advisory serves individual, high-net-worth clients, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and third-party money manager referrals. The firm emphasizes a primarily passive investment approach using index funds and ETFs, integrates income tax preparation into its wealth management services, and offers educational seminars and workshops.

Michael Porro is a CFP® professional with 23 years at Michael J. Porro & Co. Financial Advisors, Inc. and 13 years of industry experience. He serves as a general partner in three limited partnerships that hold real estate. Michael J. Porro & Co. Financial Advisors provides investment management and financial planning to individual clients, trusts, estates, corporations, and pooled investment vehicles, employing a structured six-step planning process and actively managed portfolios across multiple asset classes.

Keith Beverly is a CFP® and CFA® with 17 years of experience in financial advisory roles, currently serving at Re Envision Wealth. His prior work includes positions at Grid 202 Partners, Momentum Advisors, LLC, Osaic FA, Inc., and New Paradigm Advisory Group. He is a managing member of Democratizing Capital LLC and Re-Envision Capital LLC. Re-Envision Wealth provides financial planning, investment supervisory, and wealth management services primarily to affluent and high-net-worth individuals, families, and institutional clients. The firm emphasizes discretionary asset management using fundamental and cyclical analysis, focusing on alignment of investments with client values.

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.

William Medley is a CFA® charterholder with 10 years of industry experience. He has worked at Fithian LLC since 2022 and previously held roles at MBSC Securities Corporation and BNY Mellon. Medley is based in New York, NY, and holds the Series 66 designation. Fithian LLC provides discretionary investment advisory services to institutional and sophisticated investors, including high-net-worth individuals, family offices, endowments, and foundations. The firm employs a global, long-only, concentrated equity strategy based on bottom-up research and detailed due diligence, managing separately managed accounts on a discretionary basis with tailored client guidelines.

David Rappa is a financial advisor at Adalta Capital Management LLC with five years of industry experience. He serves as a board member of R.W. Pressprich & Co., a FINRA-registered broker-dealer based in New York. Rappa has worked at both Adalta Capital Management and R.W. Pressprich & Co. since 2016 and 2020, respectively. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach that includes due diligence on third-party managers and customized portfolio construction.