Andrea Zilli is a CFA® charterholder and holds the Series 66 license with 11 years of industry experience. He has worked at firms including Merrill Lynch and Kore Private Wealth, and is the founder and CIO of AZ Partners, an advisory and consulting firm for asset management entities. He has been with SFI Advisors, LLC since 2025 and concurrently involved with AZ Partners since 2023. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, corporate retirement plan consulting, and family office services. The firm implements tailored portfolios using approaches such as modern portfolio theory and long-term purchase strategies.

Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

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.

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.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

Laurie Girsky is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at G-Squared Advisory LLC since 2009 and spent one year at Merrill prior to that. 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 comprehensive financial planning without managing client assets. The firm operates on an hourly or flat-fee basis and emphasizes asset allocation as a primary driver of portfolio returns.

Aiylam Sankaran is a financial advisor at V2 Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at V2 Financial Group since 2018, following a nine-year tenure at Sagepoint Financial, Inc. V2 Financial Group provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $350 million in client assets. The firm employs an investment approach based on modern portfolio theory, combining long-term strategic allocations with tactical shifts informed by fundamental and technical research.

David Grossman is a financial advisor with Kingsbridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Kingsbridge Advisors since 2004 and has been affiliated with Equitable Advisors and Axa Advisors since 1999. Outside of advisory roles, he is involved in an insurance brokerage business. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly or take custody of assets, focusing instead on manager selection and ongoing monitoring.

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.

Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.

James Caulfield is a financial advisor with Shamrock Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Shamrock Financial Services since 2009 and spent eight years at Taylor Capital Management prior to that. Caulfield is also an insurance agent, dedicating approximately half of his time to offering insurance products to clients. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management centered on ETF-based model portfolios. The firm emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing, utilizing third-party sub-advisory platforms while maintaining fiduciary oversight.

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.

John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.

James Suazo is a ChFC® credentialed advisor at Baron Financial Group LLC with five years of industry experience. He has been with Baron Financial Group since 2016. Baron Financial Group provides investment supervisory services and financial planning for individual and high-net-worth clients, pension plans, and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

James Pacilio Jr is a financial advisor at Kingsbridge Advisors, LLC with 51 years of industry experience. He holds a Series 63 designation and has worked at Kingsbridge Advisors and related firms since 2000, with prior experience at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as president of North Hill Gang, LLC, a hunting club. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly but evaluates and monitors external managers on clients' behalf.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 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 offers discretionary portfolio management and integrated financial planning, utilizing fundamental, technical, and cyclical analysis to construct customized portfolios.

George Allen is a financial advisor at G.B. Allen Associates, Inc. with 22 years of industry experience and Series 63 and 65 licenses. He has been with G.B. Allen Associates since 1987 and is also the managing partner and president of an affiliated CPA firm, GB Allen, Castro & Associates, providing tax consulting and accounting services. G.B. Allen Associates offers fee-only, discretionary investment management to individuals, trusts, estates, and business entities, serving both high-net-worth and non-HNW clients. The firm constructs customized portfolios using fundamental and technical analysis and maintains a small adviser team with principal-led supervision.

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.

Richard Suarez is a CFP® professional with eight years of industry experience. He currently serves as the sole advisor at Midfield Private Wealth, LLC and previously worked for 30 years at Clarfeld Financial Advisors, Inc. He holds board positions with several nonprofit organizations, including serving as Chair of the Audit Committee for the Bretton Woods Committee and as a board member of the Boys and Girls Club of Northern Westchester and Bionic Sight, a medical research company. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients, employing a mix of passive and active strategies with fundamental analysis and tailored portfolio management.