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.

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.

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.

Jeffrey Scott is a financial advisor at FSC Wealth Advisors, LLC with 43 years of industry experience. He holds Series 65 and Series 63 designations and has worked with FSC Wealth Advisors since 2010. He also serves as a director of the Aesculapius Club. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser that provides fee-based investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, qualified retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $122.3 million in discretionary assets and emphasizes broadly diversified, systematically managed portfolios tailored to client risk tolerance and time horizons.

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.

Daniel Murphy is a CFP® professional with 39 years of industry experience. He has been with Murphy Wealth Management Group since 2015 and has worked at LPL Financial, LLC since 1991. Murphy is also a notary public. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $252 million in client assets and employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review portfolios.

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.

James Comblo is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His work history includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group. He is also the owner of FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser serving individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $122.3 million in discretionary assets and utilizes broadly diversified, systematically managed portfolios tailored to client risk tolerance and time horizons, offering customized strategies such as direct indexing with tax-loss harvesting.

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.