Eric Brodwin is a financial advisor at Congress Park Capital LLC with 17 years of industry experience. He holds Series 65 and Series 66 designations and has worked at both The Law Forum and Congress Park Capital since 2009. Outside of his advisory role, Brodwin has an equity interest in Forza, Corp., a private company specializing in network integration and software development, and he owns Strategic Consulting, through which he provides private consulting services. Congress Park Capital LLC offers discretionary asset management and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental and technical analysis alongside various asset allocation strategies, incorporating leverage and derivative techniques to tailor portfolios with ongoing supervision and periodic rebalancing.

Manuel Choy is a CFP® with 24 years of industry experience and currently serves at WPM Wealth Advisors LLC. He has held roles at Dinosaur Financial Group LLC and DLG Wealth Management among others. Outside of advisory work, he is involved in managing personal summer vacation rental properties. WPM Wealth Advisors LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm sponsors a wrap fee program for which it acts as both sponsor and portfolio manager, employing a range of analytical methods and investment strategies that include long-term investing and leveraged approaches.

Edward Canty is a CFP® with nine years of experience in financial advising, currently serving at Canty Financial Management, Inc. He previously worked at the University of Tampa for two years. Canty is also a part owner and vice president of Investing Simple LLC, a financial blogging business that is unaffiliated with his advisory firm. Canty Financial Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning with a focus on tax-aware strategies and integrates income tax preparation and advice alongside investment advisory services.

Kerry Mayo is a CFP® professional with 19 years of experience at Capital Financial Advisors of New York, LLC, where he has been the sole advisor since 2007. He is based in Clifton Park, NY, and specializes in financial planning and investment management. Capital Financial Advisors of New York, LLC provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and business owners. The firm manages approximately $232 million in mostly discretionary assets, implementing portfolios through strategic asset allocation and global diversification using no-load mutual funds, ETFs, and individual fixed-income securities.

Nicholas Schultz is a financial advisor at Nye Street Partners LLC with a Series 65 credential and two years of industry experience. He has been with Nye Street Partners since 2021. Nye Street Partners serves high-net-worth individuals and charitable organizations by providing portfolio management, financial planning, and comprehensive family office services. The firm uses a long-term investment approach based on Modern Portfolio Theory and manages a small number of client relationships through discretionary portfolio management and individualized Investment Policy Statements.

James Flanagan is a financial advisor at Sterling Manor Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has been affiliated with Sterling Manor Financial since 2010. Prior to and concurrent with his current role, he was associated with Cadaret, Grant & Co., Inc. He also sells life, long-term care, and disability insurance products through Ash Brokerage. Sterling Manor Financial, LLC is an SEC-registered investment adviser managing approximately $201 million for individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and sponsors a wrap-fee program, employing various analytical approaches and maintaining equitable allocation across client accounts.

Nicolas Carbone is a financial advisor with Tailored Wealth Solutions in Saratoga Springs, NY. He holds a Series 66 designation and has three years of industry experience. Prior to joining Tailored Wealth Solutions, he worked at Eagle Strategies LLC, NYLife Securities LLC, and Equitable Advisors, LLC. Outside of advisory work, he is also involved in insurance brokering with outside carriers. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a variety of investment strategies and emphasizes client education through newsletters, online content, and seminars.

William Canty is a CFP® with over 29 years of experience at Canty Financial Management, Inc., located in Ballston Spa, NY. He holds Series 63 and Series 65 licenses and has been with the firm since its founding in 1997. Canty Financial Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and tax services, emphasizing tax-aware management and integrating income tax preparation with investment advisory services.

Adam Doig is a financial advisor with Sterling Manor Financial, LLC, holding a Series 66 designation and over 21 years of industry experience. He has been with Sterling Manor Financial since 2006 and previously worked at Cadaret, Grant & Co., Inc. for 15 years. Outside of advising, Doig is a licensed real estate broker and a partner in a commercial real estate firm in Saratoga Springs, NY. Sterling Manor Financial provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical approaches and offers tailored investment programs, including model portfolios, with a focus on mutual funds, fixed income, equities, ETFs, annuities, and Treasury Inflation-Protected Securities.

Michael Los is a financial advisor at Congress Park Capital LLC in Saratoga Springs, NY, holding a Series 65 designation with nine years of industry experience. He has been with Congress Park Capital since 2015 and also worked at Safeco Alarm Systems Inc. for twelve years. Congress Park Capital LLC provides discretionary asset management and retirement plan consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $422 million on a discretionary basis, employing both fundamental and technical analysis along with a range of strategic and tactical asset allocation approaches.

Joseph Canty is a CFP® with one year of industry experience, currently serving as an advisor at Canty Financial Management, Inc. since 2019. He has also been affiliated with the University of Tampa since 2014. Canty Financial Management serves a diverse clientele, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning with an emphasis on tax-aware strategies, combining investment advisory services with integrated income tax preparation and tax planning.

Kyle Wasson is a CFP® with seven years of industry experience, currently serving as an advisor at Inside Edge Capital Management, LLC. His prior roles include positions at Richard P Slaughter Associates and Austin Yardisan, LLC. Outside of his advisory work, he has experience in landscape and fence business operations. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing.

Philip Gallant is a financial advisor with Optimus Wealth Management Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Gallant is also the managing partner and insurance agent at The Optimus Group, LLC, and is involved with Vital Tax Solutions, Inc., which provides tax planning and tax return services. Optimus Wealth Management Group, Inc. offers personalized financial planning and retirement income planning to individual and high-net-worth clients. The firm refers clients to third-party money managers for asset management and focuses on comprehensive planning using portfolio analysis and retirement outcome modeling.

Dominick Trimarchi is a financial advisor at Trimarc Wealth Management LLC with 27 years of industry experience. He previously worked at Goldman Sachs Wealth Services for 11 years and Leerink Partners LLC for 2 years. He holds Series 63 and Series 65 licenses. Trimarc Wealth Management LLC provides investment supervisory services and comprehensive financial planning primarily to high net worth individuals and charitable organizations. The firm integrates multiple analytical approaches with a long-term investment orientation and manages approximately $240.9 million in client assets.

Stephen Kyne is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Sterling Manor Financial, LLC since 2016. He previously worked at Cadaret, Grant & Co., Inc. for 15 years. Outside of his advisory role, he holds leadership positions in multiple local organizations, including serving as treasurer and director for community preservation and cultural institutions in Saratoga Springs. Sterling Manor Financial, LLC is an SEC-registered investment adviser managing approximately $201 million for nearly 400 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning, employing a variety of analytical approaches and maintains a wrap-fee program alongside insurance and annuity product offerings.

Todd Gordon is a financial advisor with Inside Edge Capital Management, LLC, holding a Series 65 designation and four years of industry experience. He is the founder of Plan My Trade LLC, providing investment research, and has contributed to NBC Universal as a TV contributor since 2010. Additionally, he is a minority owner of Upstate Distilling Company. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages approximately $44.8 million across two advisors.

James Durkee Jr. is a CFP® with 13 years of industry experience, currently serving as an advisor at Tailored Wealth Solutions. His prior work experience includes roles at Target Corp, Bank of America, Merrill, LPL Financial, and Atlas Private Wealth Management. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of investment strategies, including strategic and tactical asset allocation, and incorporates various instruments such as alternative investments and crypto-related securities.

Michael Steiner is a financial advisor at Congress Park Capital LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Congress Park Capital since 2012, following tenure at PKS Advisory Services and Merrill. Outside of advising, he is president and part owner of The Steiner Corporation, a dog-related services business. Congress Park Capital LLC provides discretionary asset management and retirement plan consulting for individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $422 million and uses a combination of fundamental and technical analysis, employing both strategic and tactical asset allocation approaches.

Raymond Martin is a financial advisor at Crescent Hill Partners LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crescent Hill Partners in various capacities since 2013. Crescent Hill Partners LLC provides investment advisory and financial counseling services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a mix of proprietary analysis, fundamental and technical methods to manage portfolios, offering both discretionary and non-discretionary management alongside written financial plans and alternative investment options.

Amy Taylor is a financial advisor at Optimus Wealth Management Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Optimus Wealth Management Group since 2021, with prior experience at FM Global. Taylor is also involved in an affiliated insurance agency through The Optimus Group, LLC. Optimus Wealth Management Group provides personalized financial planning, retirement income planning, and portfolio review services primarily to individual and high-net-worth clients. The firm refers clients to third-party money managers for asset management while conducting periodic reviews and coaching, operating with a small advisory team.