Michael Huxley is a financial advisor at Clearbrook Investment Solutions LLC with 17 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at M/T Securities since 2013. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and is part of an affiliated group that collectively advises on significantly larger assets.

Bonnie Yam is a CFP®, CFA®, and ChFC® with 18 years of experience in the financial industry. She has been with Pension Maxima Investment Advisory, Inc. since 2007 and is currently associated with Mi Lino Gato. Outside of advisory work, she provides financial wellness education through SUNY Westchester and operates a tax planning firm, Mi Lindo Gato, where she manages client inquiries and tax preparation services. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm focuses on pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, with an advisory practice that is largely non-discretionary.

Cindy Mota Rios is a CFP® with six years of industry experience, currently serving at Re Envision Wealth in New York, NY. Her previous roles include positions at Grid 202 Partners, Greenspring Advisors, LLC, and Quadrant Capital Management. Outside of her advisory work, she owns Sublime, a business focused on Mindset and NLP-related coaching. Re Envision Wealth is an SEC-registered advisory firm that serves individual and high-net-worth households as well as some institutional clients. The firm provides financial planning, investment consultation, wealth management, and discretionary portfolio management, emphasizing asset allocation combined with fundamental and cyclical analysis and due diligence on private-market opportunities.

Paul Dossantos is a financial advisor at Milagre Wealth Management, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at International Equity Services, Inc. and JSK Associates. Milagre Wealth Management serves individual clients, trusts, and estates with discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis and actively manages client assets, often adjusting allocations in anticipation of market changes.

Mariette Campbell is a CFP® professional with three years of industry experience, currently serving as an advisor at Osprey Private Wealth LLC. She is also the owner and principal of The Graeme Collaborative, LLC, a consulting business focused on financial coaching and literacy. Prior to her current roles, she worked at Barrett Asset Management, LLC and Inverness Counsel, LLC. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily to high-net-worth and multi-generational families. The firm offers tailored portfolio management using fundamental and technical analysis and often assumes fiduciary roles for client trusts and private foundations.

Daniel Ryan is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Sincerus Advisory since 2019 and previously spent ten years at RCL Advisors, LLC. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis alongside passive investment strategies and typically manages accounts on a discretionary basis.

Kiran Kumar Devarapalli is a CFA® charterholder with 11 years of industry experience. He is currently with Ciro Capital LLC, where he serves as Founder and CEO, and previously worked at Morgan Stanley Private Wealth Management and LPL Financial LLC. In addition to his advisory role, he founded Ciro Insurance Solutions, LLC, which provides tailored non-variable life insurance and annuity products. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with a focus on asset allocation and manager oversight.

A fee only and hourly NAPFA - Registered Financial Advisor and Certified Financial Planner ™ professional who enjoys helping clients take the many puzzle pieces in their financial lives and connect them so that they have the financial lives they want to have now or in the future. Specialties: fee only financial planning, wealth management, client management, retirement planning, education planning, financial literacy As an hourly only financial strategist, I leverage my knowledge and experience working with individuals and families at all levels of wealth and at multiple institutions to benefit my clients.

Richard Polo Jr. is a financial advisor at Retirement Wealth Management, LLC with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Cetera and as a self-employed consultant. In addition to his advisory role, he manages an accounting and tax consulting practice. Retirement Wealth Management, LLC serves primarily individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $60.7 million in assets. The firm employs a long-term, fundamentally driven investment strategy and offers discretionary wealth management, financial planning, and access to independent managers and insurance consulting.

Esteban Handal is the principal of Handal Dunaway LLC, an investment manager based in New York, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Nomura Securities International Inc. and Centerview Partners. Outside of advisory work, he is the founder and 50% owner of Washington Academy S.A. de C.V., a technical school offering various vocational courses in Monterrey, Mexico. Handal Dunaway LLC provides discretionary and non-discretionary portfolio management to individual and corporate clients, including high-net-worth individuals. The firm employs a mix of fundamental analysis and modern portfolio theory, with a broad investable universe that includes mutual funds, ETFs, derivatives, and margin transactions.

Adam Kalender is a CFP® with 28 years of industry experience. He is currently with Milestone Asset Management Group, LLC and has previously worked at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also serves as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index funds and ETFs, with tailored investment plans based on each client’s objectives and risk tolerance.

Anthony Ford is a CFP® professional with five years of experience in financial advising at Ford Financial Solutions, LLC in New York, NY. He is also the owner and principal of Ford Law, PLLC, a New York law firm providing legal services to individuals. Ford Financial Solutions serves both high-net-worth and non-HNW individual clients with comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven approach using low-cost index funds and third-party asset managers, and offers a range of planning engagements along with educational programming.

Bryan Koslow is a CFP® with 16 years of industry experience, currently serving at Clarus Group LLC in New York, NY. He has been with Clarus Group, CommonWealth Financial Network, and Cetera Advisors since 2013. Outside of his advisory role, Koslow is a sole proprietor providing accounting, tax preparation, and business valuation services, and he serves on the boards of the Foundation for MERS and Court Appointed Special Advocates for Children of Monmouth County, Inc. He also chairs the Investment Committee for the New Jersey Society of CPAs. Clarus Group provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million for about 182 clients, employing a combination of fundamental and technical analysis to build primarily long-term portfolios while utilizing options and derivatives as part of its strategies.

Douglas Mollin is a CFP® and holds a Series 63 license, serving as the sole advisor at Enright, Mollin, Cascio & Ramusevic, Inc. He has worked at the firm since 1993, totaling 33 years of experience. In addition to his advisory role, the firm principals maintain ownership in an affiliated tax and accounting practice, providing some clients with access to both investment and tax services. Enright, Mollin, Cascio & Ramusevic, Inc. offers personalized investment supervisory services and financial consultations to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a global balanced allocation strategy emphasizing mutual funds and ETFs across asset classes, focusing on risk control through asset allocation and diversification.

Alana Stone is a CFP® with 20 years of experience and has been with Heydorn Stone Capital Management LLC since 2005. She holds a Series 63 license and works out of Larchmont, NY. Heydorn Stone Capital Management LLC is an independent registered investment adviser managing approximately $125.6 million across about 105 client relationships. The firm provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, endowments, foundations, and corporations, using a client-centered approach that emphasizes diversification and tailored asset allocation.

Jeff Ho is a financial advisor with Generation Wealth Management in New York City. He holds a Series 65 designation and has nine years of industry experience. Ho has been a sole proprietor since 2017 and has worked at Generation Wealth Management since 2016. He also serves as an insurance agent in a separate business activity. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both one-time and ongoing planning, including retirement plan consulting and public seminars.

Peter Heine is a financial advisor at Strong Wealth Advisors, LLC in White Plains, NY. He holds the Series 65 and Series 63 designations and has experience at firms including Smith Graham & Co Investment Advisors L.P. and Loop Capital Asset Management. Strong Wealth Advisors serves high-net-worth and other individual investors, businesses, and institutional clients by providing financial planning, portfolio management, consulting, and private placement services. The firm employs a range of analytical methods to build customized portfolios and actively manages private pooled investment vehicles, often using performance-based fee structures for qualified clients.

John Connolly is a financial advisor at Atlantis Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2008 and 2009, respectively. Outside of his advisory role, he is a broker for a health care insurance firm, receiving annual renewal compensation. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm provides discretionary portfolio management utilizing a combination of macro, fundamental, technical, and cycle analysis, and is noted for its use of derivatives primarily as risk-management tools to reduce volatility.

Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Novare Capital Management, LLC and TIAA-CREF Individual & Institutional Services, LLC. SMP Financial Planning, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored 401(k) plans. The firm offers discretionary portfolio management and consulting services, utilizing a mix of fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving at Saiph Capital, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Saxton is a member of the Screen Actors Guild and occasionally works as an actor, extra, and stunt player. He is also president of The Saxton Foundation, a charitable organization. Saiph Capital provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and banking institutions. The firm manages approximately $361 million in assets and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios using mutual funds, ETFs, individual securities, and Independent Managers.