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.

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.

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.

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.

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.

Barbara Ann Dicostanzo is a CFP® professional with 34 years of industry experience. She is a member of Penbrook Management LLC, where she has worked since 2004, and also serves at Beech Hill Securities, Inc. since 2013. In addition to her advisory roles, she is a member of ANKAP LLC, a general partner of an investment partnership. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, focusing on portfolios concentrated in individual equities for capital appreciation, supplemented by bonds and other instruments, with investment strategies tailored to client objectives.

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.

Mitchell Heller is a financial advisor at Hemisphere Partners LLC with 21 years at the firm and five years of industry experience. He is based in New York, NY. Hemisphere Partners primarily advises high net worth individuals and their estate-planning vehicles and personal holding companies, providing ongoing investment advice, discretionary and non-discretionary portfolio management, and consulting services. The firm emphasizes individually tailored, diversified portfolios and utilizes established SMA platforms and custodian due diligence, focusing investment monitoring and advice within its small team of two principals.

Richard Taylor is a Series 65-licensed financial advisor at Plan First Wealth LLC with 11 years of industry experience. He has worked at Plan First Wealth since 2018 and previously at DeVere USA INC. from 2015 to 2018. Plan First Wealth LLC advises British expatriate individuals and families in the United States, including higher-net-worth clients, on investment portfolio management, lifestyle financial planning, and cross-border retirement and pension matters. The firm manages model portfolios using third-party research and offers both discretionary and non-discretionary management while coordinating cross-border tax and accounting support through partnerships.

Kevin Hughes is a Series 63 licensed financial advisor with 29 years of industry experience. He has been with American Wealth Administration Group LLC since 2016 and briefly worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Hughes serves as a trustee for Butterfield Library/Westminster Institute and is a board member of the Westminster Development Review Board in Vermont. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a tactical overlay, emphasizing capital preservation and excluding options, margin, private equity, and cryptocurrency from its strategies.

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.