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.

Kenneth Anna is a financial advisor at Steinberganna Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios, OSAIC, and Eastbrook Capital Group. Outside of his advisory work, he serves as a volunteer EMT and officer with the Halesite Fire Department and holds trustee roles on the Hunting Bay Village Board and for a family irrevocable life insurance trust. Steinberganna Wealth Management provides discretionary asset management and retirement-plan education to individuals, families, and business entities, managing approximately $369 million in assets. The firm employs a fundamental-analysis approach and offers portfolio management with ETFs, mutual funds, stocks, bonds, and third-party managers, focusing on a concentrated client base and high assets per advisor.

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.

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.

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.

Deborah Hamilton is a financial advisor with Hamilton Advisors Inc in Greenwich, CT, holding 43 years of industry experience. She has been with Hamilton Advisors since 1980. 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 and reasonable returns, using a range of securities and strategies including options and short sales, while formally documenting client objectives in Investment Policy Statements.

Harry Mamaysky is a financial advisor at QuantStreet Capital with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at EBH Capital Management LLC since 2021. Mamaysky is also affiliated with Columbia Business School, where he has been involved since 2015. 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 using a proprietary machine learning model combined with discretionary oversight, constructing multi-risk-level portfolios that may include ETFs, mutual funds, stocks, options, and derivatives.

Daniel Cantor is a CFA® charterholder with four years of industry experience. He is currently with CK Advisors, LLC, where he has worked since 2006. CK Advisors provides investment supervisory services to high-net-worth individuals, families, related entities, and select institutional clients. The firm employs a bottom-up, value-oriented investment approach focused on fundamental analysis and long-term holdings, managing portfolios that typically emphasize individual equities alongside bonds, mutual funds, and ETFs.

Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.

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.

Elaine Biersack is a financial advisor with Round Rock Advisors LLC, holding a Series 65 designation and five years of industry experience. She previously worked for Greenwich Investment Management, Inc. for ten years before joining Round Rock Advisors in 2023. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors with investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal teams using fundamental, long-term analysis and offers access to independent sub-advisors and specialized investment strategies, including management of an Australian-registered micro-cap fund.

Nicholas Scenna is a financial advisor with Navis Wealth Advisors LLC, holding a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley and the New York Power Authority. Scenna is also registered with Great Point Capital, where he acts as a registered representative alongside his advisory role. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental, long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, alternatives, and options.

Emily Ryklin is a financial advisor at Trivium Point Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. Outside of her advisory role, she works as a bartender at Vinny's Backyard in Stamford, CT. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans through customized portfolio management and financial planning strategies.

Dennis Tucker is a CFA® charterholder with 11 years of industry experience. He has been with Greenwich Advisors, LLC since 2012. Greenwich Advisors, LLC is a Delaware‑organized SEC‑registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses. Their approach incorporates fundamental, technical, and cyclical analysis along with Modern Portfolio Theory, and they employ a broad range of investment instruments including digital assets and derivatives.

Lauren Hauck is a financial advisor at CastleKeep Investment Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 14 years. CastleKeep Investment Advisors provides portfolio management, investment advisory, money manager search and monitoring, and investment analysis for individuals, families, trusts and estates, high-net-worth individuals, and private investment companies. The firm employs a client-by-client approach using qualitative and quantitative fundamental analysis and manages approximately $921 million in client assets.