Mark Palmrose Krieger is a financial advisor at PK Financial Services in Pawling, NY. He holds a Series 65 credential and has 10 years of experience at the Pension Benefit Guaranty Corp. PK Financial Services offers personalized financial planning and discretionary investment management primarily to individuals and small businesses, alongside a separate tax preparation and tax-planning practice. The firm uses a core-and-satellite investment approach with formal risk-profiling tools and quantitative performance metrics, and it makes both hourly and performance-based fee arrangements available for eligible clients.

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.

James Devico Jr. is a financial advisor at Mountain Pass Planning with 12 years of industry experience. He holds a Series 66 designation and has been with Mountain Pass Planning since 2016. Outside of advisory work, Devico is licensed to sell life insurance and participates in several real estate holding entities. Mountain Pass Planning is an independent firm managing approximately $74.9 million in discretionary client assets, focusing primarily on individuals while also serving pension and profit-sharing plans and charitable organizations. The firm uses a combination of fundamental and cyclical analysis along with passive, asset-class-based allocations to construct client-specific portfolios, providing ongoing financial planning and discretionary portfolio management.

Angelo Gallo is a financial advisor at Lifelong Wealth Strategies, LLC in Somers, NY, with 18 years at the firm and four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Lifelong Wealth Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, and trusts. The firm employs a "Go Anywhere" top-down, tactical investment approach that integrates economic, fundamental, and technical analysis across multiple asset classes.

Gene McGovern is the sole advisor at McGovern Financial Advisors, LLC in Ridgefield, CT, with 11 years of industry experience. He holds a Series 65 designation and has led his independent advisory practice since 2014. McGovern’s background includes work in law, tax, and accounting publishing, alongside prior teaching in a financial planning certificate program. McGovern Financial Advisors provides fee-only, advice-only financial planning and investment advisory services to individuals and families, focusing on retirement income, cash flow, tax, insurance, education funding, Social Security optimization, and estate planning. The firm delivers project-based and hourly engagements without managing client portfolios on a discretionary basis.

Mark Mumford is a CFA® charterholder with six years of industry experience. He is currently with AMWH Asset Management LLC, where he has worked since 2024. His prior experience includes roles at Hollow Brook Wealth Management and J.P. Morgan Private Bank. AMWH Asset Management LLC provides discretionary asset management and sub-advisory services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a multifaceted investment process that includes fundamental and technical analysis, cash-flow, tax, and estate-planning considerations, and offers both discretionary trading authority and performance-based fee arrangements.

Jonathan Stephens is a financial advisor at New Line Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stires, O'Donnell and Co., Inc. since 1998. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and pension and profit-sharing plans. The firm offers customized advice based on a combination of fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary accounts.

Elizabeth Peck is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Frazier Financial Consultants, LLC. She has contributed financial planning articles to Forbes since 2017 and Copper Bank since 2020, and is the author of the book "Beyond Piggy Banks and Lemonade Stands," published in 2019. Additionally, she is the founder and managing member of FinLit Learning, LLC, an entity related to her outside business activities. Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using core-and-satellite portfolios with passive and active funds, integrating tax and estate planning within its discretionary management services.

Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms including ALPS Distributors, Farther Finance Advisors, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers, employing both fundamental and technical analysis across a variety of investment vehicles.

Asher Rogovy is the sole advisor at Magnifina, LLC, holding a Series 65 license with five years of industry experience. He has been with Magnifina since 2020 and was self-employed from 2012 to 2020. Outside of advising, he is a non-managing member of real estate investment entities, with minimal involvement in their operations. Magnifina provides wealth management and financial planning services to individuals and high-net-worth clients, utilizing proprietary quantitative equity strategies and a centralized research process. The firm supports outside investors through model distribution and emphasizes client control over individual stock holdings.

Michael Mullane Jr. is a financial advisor at Stage Wealth Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gladstone Wealth Partners, National Securities Corp, National Asset Management, Inc., and Lucas & Associates. He is also an independent insurance agent involved in insurance sales and services. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities, managing approximately $103 million in discretionary assets. The firm offers tailored investment advice with discretionary portfolio management, incorporating fundamental, technical, and charting analyses and employing a mix of long- and short-term strategies.

Glenn Hechler is a financial advisor at Stage Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Securities Corporation and National Asset Management, Inc. He serves as vice president of a local nonprofit sports board in Somers, NY. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities, providing discretionary portfolio management and pension consulting. The firm manages approximately $103 million in assets for about 200 clients using a range of investment strategies tailored to each client's needs.

Michael Tom is a CFP® professional with five years of industry experience. He has worked at Point B Planning LLC since 2015. AtwoB provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers tax preparation and consulting support and works with plan sponsors in discretionary and non-discretionary capacities, combining a compact team with multiple advanced credentials.

Donald Bourne is a financial advisor at Bourne Lent Asset Management, Inc. with four years of industry experience. He has been with Bourne Lent since 1991. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm employs a fundamental analysis approach with customized portfolio construction, emphasizing individual equities and bonds, and serves a range of clients including high-net-worth individuals and state and municipal clients.

Richard Rebori is a CFA® charterholder with eight years of experience in financial advising. He has been with Point B Planning, LLC dba Atwob since 2014. Atwob serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies primarily using diversified mutual funds and ETFs, with a focus on fundamental analysis and long-term orientation.

Frank Rowella Jr. is a financial advisor with R & R Wealth Strategies, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with R & R Wealth Strategies since 2009 and is also a partner at Reynolds & Rowella, LLP, a CPA firm where he provides tax and accounting services. R & R Wealth Strategies offers money manager search and monitoring, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm acts as a solicitor, referring clients to independent registered investment advisers and evaluates managers based on factors such as account size, risk tolerance, and investment philosophy.

Evan Kenagy is a CFP® and Series 65-licensed financial advisor with eight years of industry experience, currently serving at Colchester Investment Counsel LLC since 2018. His prior work includes roles at Silver Spring Country Club and The Gym in 2017. Colchester Investment Counsel LLC provides discretionary investment management and financial planning to individuals, families, small businesses, and charitable organizations. The firm emphasizes a combination of fundamental and technical analysis with a focus on asset allocation and long-term holdings, managing approximately $128.8 million across about 58 client relationships.

Herbert Diamant is a financial advisor at Diamant Asset Management, Inc. with 49 years of industry experience. He has been with Diamant Asset Management since 1998 and previously worked at Diamant Investment Corporation from 1978 to 2018. He holds Series 63 and Series 65 registrations. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on fundamental analysis, constructing portfolios with distinct equity and fixed-income segments and emphasizing capital preservation.

Neil Kenagy is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Colchester Investment Counsel LLC since 2000. Colchester Investment Counsel provides discretionary investment management and standalone financial planning services to individuals, families, small businesses, and charitable organizations. The firm employs a long-term, relatively conservative investment approach that combines fundamental and technical analysis, focusing on dividend-oriented equities and investment-grade bonds, while tailoring asset allocation to clients’ goals and risk tolerance.

Benjamin Edmund is a financial advisor at Pasnau Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Pasnau Investment Management since 2023. Prior to this, he was involved with 1610 Capital, a firm focused on short-term equities trading for its own capital, and he operates Cronk Studios, a web design agency specializing in building online stores for small businesses on Shopify. Pasnau Investment Management provides discretionary portfolio management and individualized investment advice to individual and high-net-worth clients, managing approximately $129 million in discretionary assets. The firm develops investment strategies through client-specific consultations and employs a combination of fundamental, technical, and cyclical analysis alongside buy-and-hold and asset-allocation approaches.