Paul Mccarthy is a CFA® charterholder and the sole advisor at Kisco Capital, LLC, an independent firm based in Mount Kisco, NY. He has 10 years of industry experience and has been with Kisco Capital since 2013. Kisco Capital provides portfolio management and investment advisory services to individual and high-net-worth clients, using a written Investment Policy Statement to align with client goals, tax considerations, and risk tolerance. The firm employs various analytical methods and trading strategies, offers discretionary portfolio management, and distributes a no-fee market-update newsletter several times monthly.

Peter Gallagher is a financial advisor with Unified Retirement Planning Group in Briarcliff Manor, NY. He holds the ChFC® designation as well as Series 63 and 65 licenses and has 31 years of industry experience. His work history includes multiple tenures at Unified Retirement Planning Group and Commonwealth Financial Network. He spends a small portion of his time involved in fixed insurance sales. Unified Retirement Planning Group provides retirement-focused financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and economic analysis alongside strategic asset allocation and long-term investment strategies, and it sponsors a wrap-fee program that bundles management and administrative services into a single fee.

Melissa Adams is a CFP® with 29 years of experience in the financial industry. She is the principal advisor at Achieve Retirement & Wealth Management, LLC, an independent firm she joined in 2025. Her prior experience includes roles at Merit Financial Partners LLC and Prudential Annuities Distributors. Outside of her advisory work, she is a co-owner of a family rental property with her husband. Achieve Retirement & Wealth Management provides comprehensive portfolio management and financial planning services to individuals as well as institutional and business clients. The firm employs a diverse investment approach combining fundamental, technical, quantitative, cyclical, and qualitative analysis, and serves a range of clients including pension plans, corporations, and charitable organizations.

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 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.

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.

Robert Gutman is the sole advisor at Hunjo LLC in Westport, CT, holding a Series 65 credential with seven years of industry experience. He previously worked for ten years at Blank Check Capital Management, LLC before founding Hunjo in 2017. Since 2023, he has also served as managing member of Stillwater One, LLC, a private fund manager for one client. Hunjo provides discretionary portfolio management primarily for high-net-worth individuals, focusing on publicly traded Special Purpose Acquisition Companies (SPACs) and other equities. The firm delivers ongoing investment management with customized Investment Policy Statements and conducts monthly portfolio reviews to align with client objectives.

Kathryn Hanlon is a CFP® with a Series 65 license currently associated with Kekoa Capital. She has a diverse background including roles at Westfield Capital Management, McGuigan Financial, and Highfields Capital Management. Hanlon has been working in the financial industry since 2023. Kekoa Capital serves individuals and families, including high-net-worth clients, by providing tiered, flat-fee comprehensive financial planning and consulting without managing client investment accounts. The firm’s approach is goals-based and tailored to each client’s situation, generally favoring long-term, diversified, low-cost mutual funds and ETFs.

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.

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.

Peter Lusk Jr. is a financial advisor at Acanto, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Acanto since 2017. Outside of his advisory role, he provides business development consulting for startups and operates as a registered representative involved in carbon offset valuation and placement through Weild & Co., Inc. Acanto is a fee-based investment adviser serving individuals, trusts, estates, small businesses, pooled vehicles, RIAs, and broker-dealers. The firm uses a proprietary, model-driven investment approach that combines momentum-based signals with volatility-aware risk parity across U.S. equities and multi-asset ETF/REIT strategies, emphasizing systematic, rules-based implementation and detailed risk disclosures.

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.

Jin Hu is a financial advisor at Agilis Investment Management LLC with six years of industry experience. He holds the Series 65 designation and has worked previously at Greenwich Investment Management, Inc. and Round Rock Advisors LLC. Agilis provides discretionary portfolio management to individuals and various institutions, including estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. The firm emphasizes current income through tax-exempt and taxable fixed income securities and dividend-paying equities, with a notable focus on Private Activity Bonds and a detailed approach to credit and operational due diligence.

Lindzy Gasparella is a financial advisor with Golden Bay Advisors LLC, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. Prior to joining Golden Bay Advisors in 2025, Gasparella worked at Altruist Financial LLC and Shareholders Service Group Inc. Golden Bay Advisors primarily serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management for separately managed accounts and retirement plans, alongside financial planning services. The firm’s investment approach emphasizes exchange-traded funds as well as individual stocks, mutual funds, and various equity and debt instruments, managing accounts according to client-specific guidelines and reviewing them quarterly.