William Donaldson is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Donaldson Financial Wellness Network, LLC. He previously worked at Conscious Capital Wealth Management from 2015 to 2017. Outside of investment advisory, he provides divorce financial planning and mediation services, assisting clients with financial settlements and tax planning. Donaldson Financial Wellness Network, LLC offers pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and individual clients. The firm focuses on structured asset allocation and works with third-party strategists to implement and monitor investment strategies rather than managing portfolios directly.

Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.

Vincent Dagnese is a financial advisor at Westchester Wealth Management with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Principal Securities, PRUCO Securities, and Mass Mutual Investors Services. Westchester Wealth Management serves individual investors, pension and profit-sharing plans, and corporations, offering discretionary model portfolio management, Manager-of-Managers programs, comprehensive financial planning, pension consulting, and insurance brokerage services. The firm’s investment approach emphasizes capital preservation and proactive risk management through a proprietary multi-bucket Model Portfolio Series primarily using ETFs and mutual funds, aligned with clients’ investment policies and tax considerations.

Cesar Cortes is a financial advisor at SUMUS Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Financial Planning Services, LPL Enterprise, and Western International Securities. He also operates Cortes Benefits Consulting, LLC, an independent business consulting venture. SUMUS Financial LLC provides investment advisory and wealth management services to individuals, high net worth clients, and businesses. The firm emphasizes fundamental analysis with a long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers flexible fee arrangements including hourly and fixed fees for financial planning.

William Knox is the sole advisor at Knox Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kahn Brothers Advisors LLC and Kahn Brothers & Co. Inc. from 1996 through 2022. Knox Capital provides discretionary investment management services primarily to individual clients, focusing on value-oriented strategies that combine quantitative and qualitative analysis. The firm emphasizes long-term investment horizons, management quality, and tailors portfolios to clients’ risk tolerances and financial goals.

Ira Koyner is a financial advisor at Triathlon Partners LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Societe Generale and Morgan Stanley. He also holds roles related to insurance products, including commissions from selling life, health, disability, and long-term care insurance. Triathlon Partners LLC provides portfolio management, a proprietary rules-based All-Terrain managed strategy, financial planning, and business consulting to individuals, high-net-worth clients, and businesses. The firm uses a combination of discretionary and non-discretionary management approaches and integrates insurance products alongside investment solutions.

Michael Pappas is the sole advisor at Michael Pappas Advisor LLC in Bedford, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has operated his independent advisory firm since 2014. Michael Pappas Advisor LLC provides portfolio management services to individual and high-net-worth clients, advising on mutual funds, fixed income, equities, ETFs, and Treasury Inflation-Protected securities. The firm uses a combination of econometric and quantitative analysis with fundamental, technical, and cyclical methods, emphasizing large- and mid-cap value exposures and including options trading strategies.

Ronald Iannucci is the sole advisor at Ronald J. Iannucci CFP, an independent firm based in Woodbury, CT. He holds the CFP® designation and has 26 years of industry experience. Prior to founding his current firm, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. Additionally, he is involved in mortgage origination through First World Mortgage and has been a licensed insurance agent since 1990. The firm provides investment advisory and portfolio management services primarily to individual clients, managing approximately $3.1 million in assets across 53 accounts. It also offers tax preparation and insurance products alongside its investment services.

James Lott is the sole advisor at Cropsey Asset Management, LLC, an independent firm based in Ridgefield, CT. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Lott has been with Cropsey Asset Management since its founding in 2003. Cropsey Asset Management provides discretionary investment management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes portfolios built primarily from closed-end funds, exchange-traded funds, and individual equities, employing a variety of fundamental and technical strategies tailored to each client’s risk profile.

Brooke Weise is a financial advisor at Weise Financial Wellness with five years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work includes roles at Grady & Riley, LLP, Ellevest, LPL Financial LLC, and Avantax Advisory Services. Outside of financial advising, she previously operated small businesses in holiday decor and tree services. Weise Financial Wellness is a fee-only advisory firm serving individuals and high-net-worth clients with comprehensive financial planning. The firm focuses on a holistic, goals-driven process and provides ongoing and project-based planning without managing or holding client assets.

Sean Sullivan is a financial advisor at Thrivealike LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lifeworks Advisors, Arete Wealth Management, and National Securities Corp. In addition to his advisory role, he is an independent insurance agent involved in insurance sales. Thrivealike LLC offers portfolio management, 401(k) plan management, and tiered financial planning subscription services to individuals and high-net-worth clients. The firm employs various investment strategies documented in client-specific Investment Policy Statements and integrates insurance products through its principal’s licensed insurance activities.

Peter Lusk Jr. is a financial advisor with Acanto, LLC, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has previously worked at Great Point Capital, LLC and Carpe Diem Partners, LLC, and operates ProCapital Consulting LLC, providing business development consulting for startups. He also serves as a Registered Representative at Weild & Co., focusing on consulting and valuation related to carbon offsets. Acanto is a fee-based investment adviser offering discretionary and non-discretionary portfolio management, financial planning, and a quantitative trade-signal service to individuals, trusts, estates, small businesses, pooled vehicles, registered investment advisers, and broker-dealers. The firm employs a proprietary, model-driven investment approach that emphasizes systematic, rules-based implementation and daily monitoring across U.S. equity and multi-asset ETF/REIT strategies.

James Mitchell is a financial advisor at Mighty Oak Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Mighty Oak Management since 2015. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm emphasizes longer-term, strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary services, including private fund advisory and hedge fund consulting.

William Leavitt is a financial advisor with BridgeLight Financial Advisors, Inc. based in Shelton, CT. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Senior Financial Advisors, Inc. since 2006. Additionally, he is a licensed independent insurance agent since 1995 and may recommend insurance and annuity products to clients. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, using an active, discretionary approach that incorporates asset allocation, fundamental, technical, and quantitative analysis.

Thomas Papa is a financial advisor at OakTrust Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with OakTrust since 2014, also maintaining a long-term affiliation with LPL Financial since 2003. Outside of his advisory role, he is involved in a travel-related business providing agent services. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates through discretionary portfolio management, financial planning, and access to unaffiliated money managers. The firm focuses on customized, client-specific strategies using a combination of fundamental, technical, and cyclical analysis, and offers ongoing investment supervision as a fiduciary.

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Chase Withrow is a financial advisor at Mighty Oak Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lawrence Allen Appleman since 2013. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm uses asset-allocation and portfolio-modeling tools to support longer-term strategic allocations with tactical adjustments and offers both discretionary and non-discretionary account management.

Timothy Low is a financial advisor at Forte Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forte Asset Management since 2005. Forte Asset Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and business entities. The firm employs an institutional, portfolio-level approach combining strategic asset allocation with fundamental and technical analysis, often incorporating ETFs, mutual funds, individual stocks and bonds, and limited tactical adjustments.

Stephen Landa is a financial advisor with Mighty Oak Management LLC in Easton, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mighty Oak Management since 2005 and also serves as president and CEO of Startech LLC, a company involved in plasma converter technology development and sales. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm emphasizes longer-term, strategic asset allocation with tactical adjustments, offers both discretionary and non-discretionary services, and is notable for acting as a private fund adviser and operating a wrap-fee program as its primary managed-account vehicle.

Robert Dunbar is a financial advisor with Dunbar Associates, LLC in Monroe, CT, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2009 to 2020. Dunbar is also a managing partner in two local development ventures, Turkey Roost Development and Quarry Ridge Development. Dunbar Associates provides wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $307.5 million in client assets, using diversified portfolios that include mutual funds, ETFs, stocks, and bonds, and maintains both discretionary and non-discretionary management strategies.