Vincent Dagnese is a financial advisor at Westchester Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Principal Securities. Westchester Wealth Management serves individual investors, pension and profit-sharing plans, and corporations. The firm employs a proprietary multi-bucket Model Portfolio Series focused on capital preservation and risk management, utilizing ETFs, mutual funds, and annuities, and also offers manager-of-managers programs, comprehensive financial planning, pension consulting, and public educational seminars.

Paul Padovani is the sole advisor at Padovani Asset Management in Somers, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He also owns MGPC Agency, a licensed insurance agency, and works as a mortgage loan officer at Warshaw Capital. Padovani has held roles at MetLife Securities Inc. since 2012 and has been involved with both MGPC Agency and Warshaw Capital since 2018 and 2014, respectively. Padovani Asset Management is a registered investment adviser providing discretionary portfolio management and written financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs an individualized investment process utilizing fundamental, technical, cyclical, and charting analysis, offering a broad range of security types and continuous account monitoring with formal annual reviews.

Ray Spano is a CFP® credentialed financial advisor with 13 years of industry experience. He is the principal of Spano Advisory Services Inc. and has been a partner at Spano & Treglia LLP, an accounting firm, since 1997. In addition to his advisory work, he is a licensed independent insurance agent. Spano Advisory Services, Inc. provides discretionary portfolio management and consultative financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses fundamental analysis to select securities and manages accounts on a discretionary basis with daily monitoring, offering both investment management and hourly financial planning engagements.

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.

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.

Evan Bullington is the principal of Bullington Advisors Inc. and holds a Series 65 credential with three years of industry experience. He has worked at Bullington Advisors since 2022 and serves as Director of Entrepreneur Selection at Endeavor Global, a non-profit organization supporting entrepreneurs. Prior to this, he was employed at Charles Tucker Goods from 2015 to 2020. Bullington Advisors Inc. is a single-principal investment management firm focused on managing pooled vehicles and institutional-style mandates. The firm uses fundamental analysis across a broad range of instruments and typically provides discretionary portfolio management.

Paul Williams is a financial advisor at Paul M Williams LLC with four years of industry experience. He holds a Series 65 designation and also maintains a full-time career as a general practice dentist. Paul M. Williams LLC offers fee-only financial planning and investment advisory services to individuals and families without income or asset minimums. The firm emphasizes a long-term, passive investment approach using diversified low-cost index funds and ETFs, providing advisory guidance while clients retain control over their accounts.

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.

Thomas Faranda is a financial advisor with Hudson View Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Hudson View Advisors provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers both long- and short-term trading strategies, with a notable focus on pension consulting uncommon among independent single-advisor firms.

Angelo Gallo is the principal advisor at Lifelong Wealth Strategies, LLC in Somers, NY, with 18 years at the firm and four years of industry experience. He holds Series 63, 65, and 66 licenses. 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 using 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.

Seaver Wang is a financial advisor at Karagosian Financial Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Karagosian Financial Services since 2010. Wang is also affiliated with NPA Asset Management, Inc. and Npa Financial Services, Inc., where he has worked since 2011. Karagosian Financial Services provides personalized financial planning and portfolio management primarily for individual clients, while also serving corporate pension and profit-sharing plans, foundations, endowments, and certain foreign funds. The firm customizes portfolios based on client age, risk tolerance, and financial circumstances, utilizing both fundamental and technical analysis across various strategies including growth, value, and event-driven special situations.

Peter Lusk Jr. is a financial advisor with Acanto, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Acanto since 2017 and has prior experience with Great Point Capital, LLC, Pro Capital Exchange, and Carpe Diem Partners, LLC. Outside of advising, he provides business development consulting for startups through ProCapital Consulting LLC and serves as a registered representative at Weild & Co., focusing on carbon offset valuation and placement. Acanto, LLC is a fee-based investment adviser offering discretionary and non-discretionary portfolio management, financial planning, and a quantitative trade-signal service for a diverse client base including individuals, trusts, small businesses, and other advisory firms. The firm uses a proprietary, model-driven approach combining momentum signals with risk parity strategies, emphasizing systematic and rules-based implementation.

Mark Mumford is a CFA® charterholder with five years of industry experience. He is currently the sole advisor at AMWH Asset Management LLC, where he has worked since 2024. Prior to this, he held positions at Hollow Brook Wealth Management and J.P. Morgan Private Bank. AMWH Asset Management LLC provides portfolio management and advisory services to a small client base including individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers tailored investment programs using a mixed analytical approach and provides sub-advisory services to other advisers.

Jin Hu is a financial advisor at Agilis Investment Management LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Round Rock Advisors LLC and Greenwich Investment Management, Inc. Agilis serves individuals and institutional clients such as estates, trusts, foundations, endowments, and pension or profit-sharing plans by providing discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented fixed income management, including Private Activity Bonds and other revenue bonds, and employs specialized execution techniques and fundamental equity analysis.

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.

Loriann Low is an investment adviser representative with Forte Asset Management, LLC and holds the Series 63 and Series 65 designations. She has four years of industry experience, with prior roles including Covey Roberts & Carmody and self-employment. Low is also involved with the PACE Women's Justice Center. Forté Asset Management provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a portfolio-risk oriented approach tailored to client objectives and manages over $322 million in discretionary assets with a small advisory team.

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.

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.