Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.

Richard Rizzuto is a financial advisor with Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has served as a board member of the National Investment Banking Association (NIBA) since 2017, focusing on member recruitment. Craft Wealth Management provides discretionary and non-discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options trading and short selling, and regularly monitors and rebalances client accounts.

Holly Nahar is a financial advisor at AJF Capital Management, Inc. with four years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Inc., OSAIC, and American Portfolios Financial Services, Inc. prior to her current role. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and offers various portfolio management and financial planning services, including ESG-focused sustainable investing and actively managed strategies.

John Youngman is a financial advisor at Osprey Private Wealth LLC with five years of industry experience. He holds a Series 63 designation and previously worked at Segall Bryant & Hamill, Corient Services LLC, Corient, CIPW Service Company, LLC, and Barrett Asset Management, LLC. He also serves as a trustee of family trusts. Osprey Private Wealth provides discretionary and non-discretionary investment management and financial planning for high-net-worth individuals, trusts, and estates. The firm offers tailored investment portfolios and accepts fiduciary roles, such as trustee or officer, to serve multi-generational families.

James Rudolph is a financial advisor at Castfirm Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, CitiBank, and U.S. Trust, Bank of America. Outside of his advisory role, he maintains a law practice. Castfirm Advisors LLC provides discretionary portfolio management and one-time financial planning services to individual and high-net-worth clients, focusing on diversified portfolios built around equity ETFs, mutual funds, and fixed income with a long-term investment horizon.

Seth Varnhagen is a financial advisor at Fifth Set Private Wealth Management LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at North Castle Advisors, LLC for 17 years. Outside of his advisory role, he serves as the sole trustee for a family testamentary trust. Fifth Set Private Wealth Management LLC is an independent advisory firm that provides portfolio management, financial planning, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and regular portfolio reviews.

Michael Israels is a financial advisor at Israel's Ferguson Asset Advisors LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Fitzpatrick & Merritt and Brewster Lehman Stewardship, LLC since 1996. Outside of advisory work, he serves as chair of the Friends of the Amherst College Library and volunteers with the American Jewish Committee in New York. Israel's Ferguson Asset Advisors LLC provides investment management, portfolio review, and financial consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm emphasizes long-term strategies focused on capital preservation and tailored asset allocation, managing approximately $19 million in discretionary assets for about 108 clients.

Michael Cohn is a financial advisor at Atlantis Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Atlantis Asset Management since 2005. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, and is notable for employing derivatives to reduce volatility within separately managed accounts.

Robert Hopcroft is a financial advisor at Basic Capital Advisors LLC with Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cohen & Steers, Armada ETF Advisors, and Stony Point Wealth Management Inc. Outside of finance, his work history also includes experience in local market and retail businesses. Basic Capital Advisors LLC provides ERISA-focused advisory and investment management services to employer-sponsored retirement plans and their plan sponsors, trustees, and investment committees. The firm emphasizes long-term, low-fee passive management using institutional-class index funds and ETFs, focusing on diversification, cost minimization, and routine monitoring against investment policy statement benchmarks.

John Paniagua is a financial advisor at Prosus Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked at Prosus Capital Partners, KKR Private Equity, Bread Payments, and ICE NYSE. Prosus Wealth Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a strategic asset-allocation approach based on Modern Portfolio Theory, combining passive and active holdings with periodic rebalancing, and offers written investment policy statements and ongoing portfolio monitoring.

Micah Weinstein is a CFA® charterholder with four years of industry experience. He is currently an advisor at Coast Bridge Capital and has previously worked at Crestwood Advisors LLC, LPL Financial, and Incapital LLC. Weinstein also has experience in academia, including roles at the University of Miami and the Center for the Humanities. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm serves individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, offering both direct management and sub-advisory services with a focus on fundamental analysis and tactical asset allocation.

Peter D'agati is a CFA® charterholder with 18 years of industry experience. He has been with Stembrook Asset Management, LLC since 2007, where he serves as one of two advisors. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, with both long- and short-term trading strategies, including the active use of derivatives and allocations to digital assets when appropriate.

Brett Golden is a financial advisor at Trowbridge Capital Partners LLC with four years of industry experience. He holds a Series 63 designation and has been with Trowbridge Capital Partners since 2018. In addition to his advisory role, he is the founder of The Chart Lab, a company that provides software solutions for portfolio management and quantitative investment research through monthly subscriptions. Trowbridge Capital Partners is a single-advisor independent firm offering portfolio management and model-driven strategies primarily for high-net-worth individuals, pension and profit-sharing plans, corporations, insurance companies, and other investment advisers. The firm employs a quantitative investment process focused on mid- to large-cap U.S. equities within an All Weather framework, and it also serves as a subadviser and model provider to third-party platforms.

Gary Reetz is a financial advisor at One Oak Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Regis Advisors for 17 years and Fox Chase Capital Partners for over two decades. One Oak Capital Management provides discretionary portfolio management primarily to high-net-worth and individual clients, as well as pooled investment vehicles and private funds. The firm focuses on fixed-income strategies, including investment-grade corporate and municipal bonds, and operates multi-strategy funds with delegated trading authority under a first-loss framework.

Andrew Cosgrove is a CFA® charterholder with 19 years of industry experience. He is affiliated with Bluestone Financial Advisors, LLC, where he has worked since 2007, and also with Bluestone Life Insurance Company since 2015. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management services focused on long-term strategy, capital allocation, and risk management, often working with complex assets and utilizing a fixed-fee pricing model.

Thomas Horan is a financial advisor at Acorn Capital Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Acorn Capital Partners since 2013. Outside of his advisory role, he serves as CEO, director, and shareholder of Cell Call, LLC, a smartphone app development company. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, institutional entities, charitable organizations, and corporations. The firm employs a combination of fundamental and technical methods, including market-timing strategies, and manages portfolios with a focus on small and micro-cap equities, utilizing various techniques such as derivatives and options where appropriate.

Amy Marchitello is a financial advisor with S Squared Retirement Solutions LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at OsaiC Wealth, American Portfolios Advisor's Inc., and PRUCO Securities LLC. She is also involved in financial wellness education, providing these services to companies in New York. S Squared Retirement Solutions LLC serves individual clients, including high-net-worth households, charities, and business entities, offering financial planning, discretionary portfolio management, and third-party adviser recommendations. The firm employs fundamental analysis to build individualized asset allocations and manages accounts on a discretionary basis with regular reviews.

Seiichi Shinomiya is a financial advisor at Dorado Wealth Management LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Western International Securities, Inc. and Citigroup Global Markets Inc. since 2016. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds, financial institutions, and charitable organizations. The firm emphasizes a predominantly non-discretionary asset management approach and frequently utilizes third-party investment managers on the Schwab platform.

Fernando Garip is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Clearbrook Investment Solutions LLC since 2019 and previously held positions at Wilmington Trust and M&T Securities from 2013 to 2019. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and operates as part of an affiliated group advising substantially larger assets.

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.