Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Timothy Conboy is a financial advisor at Key Group Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He also offers insurance product sales and service, including variable annuity products. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs fundamental analysis with a variety of investment strategies and coordinates tax planning through an affiliated tax practice.

Dean Mcbeth is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, and Royal Alliance Associates. Outside of advising, he serves as secretary for Creativision Inc., an arts and performing arts organization, and treasurer for the Cortlandt Democratic Committee. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Daniel Katz is a CFP® and holds a Series 66 license with 22 years of industry experience. He is a partner at Revolve Wealth Partners, LLC and has previously worked at Oppenheimer. In addition to his advisory role, Katz is an agent offering fixed insurance solutions through PKS Financial. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles, employing mutual funds, ETFs, individual securities, and third-party managers, with a focus on rebalancing and tax sensitivity.

Kevin Hamilton is a financial advisor at Aspire Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he has ownership and active management involvement in a car wash business through Upscale Enterprises, LLC. Aspire Advisors provides investment management, financial planning, retirement planning, and consulting services to individuals, including high-net-worth households, as well as pension and employee benefit plans. The firm uses a combination of fundamental and technical analysis and tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

Andrew Schwartz is a financial advisor at Madison Advisory Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Inc. and Lion Street Financial. Schwartz serves as a board member of the Release Recovery Foundation. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm uses documented Investment Policy Statements and employs a combination of fundamental and technical analysis across multiple platforms and strategies.

Michael Lamagna is a financial advisor with Traphagen Financial Group in Oradell, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE Capital Management LLC, and Merrill. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Ortiz is a Series 65-licensed financial advisor at Income & Asset Advisory, Inc. with one year of experience at the firm and prior work as a self-employed professional and a long tenure at Northern Westchester Hospital. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines multiple analytic methods within a generally buy-and-hold strategy, and it has a formal pension consulting practice that includes IPS development, plan monitoring, and participant education.

Todd Stankiewicz is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with Sykon Capital LLC and Sykon Asset Management LLC, where he has been involved since 2023 and 2025 respectively. Prior to that, he worked at Bank of America and Merrill for ten years. He manages the day-to-day operations of Sykon Asset Management as part of his other business activities. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a combination of quantitative, fundamental, and technical analysis in its investment approach and manages approximately $350 million in assets.

Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill and Purshe Kaplan Sterling Investments. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios across multiple risk-based strategies, combining fundamental, technical, and cyclical analysis with periodic rebalancing.

Alexander Paszkiewicz is a financial advisor at CFS Investment Advisory Services LLC with six years of industry experience. He holds a Series 65 credential and has worked at CFS since 2020. Outside of his advisory role, he serves as a board member for Ability School, a private educational institution for children ages 3 to 13, where he attends meetings and provides advice. He also provides occasional tennis instruction. CFS Investment Advisory Services, LLC offers financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using a range of investment vehicles while conducting ongoing monitoring and regular reviews.

Killana Williams is a financial advisor at Palumbo Wealth Management LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2014 to 2020. Williams also serves as a Registered Representative with Private Client Services. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $543 million across about 283 clients. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, individual equities and bonds, and alternative investments, while positioning itself as a fiduciary and applying both fundamental and technical analysis.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

Jake Steinberg is a CFP® with five years of industry experience, currently serving as a financial advisor at Revolve Wealth Partners, LLC. He has been with Revolve Wealth Partners since 2019. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, independent third-party managers, and private placement investments, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Frank Manziano is a CFA® charterholder with nine years of industry experience, currently serving at SimplyRIA Advisor Network. He has been with SimplyRIA since 2026 and also operates Frank the Financial Coach LLC. Manziano has experience in education, having worked with the Tenafly and Glen Rock Boards of Education for a combined 13 years. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through an RIA-aggregator model where supervised Investment Adviser Representatives manage independent practices under the firm’s oversight. The firm’s approach includes tailored portfolios that utilize both active and passive strategies, third-party sub-advisers, and alternative investments.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

Jack Baron is a Series 65-licensed financial advisor with Revolve Wealth Partners, LLC in Hackensack, NJ. He has four years of industry experience, including previous roles at Epic and as a student before entering the advisory profession. Revolve Wealth Partners is a multi-team registered investment adviser serving individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to client risk profiles, with an emphasis on tax sensitivity, ongoing manager due diligence, and access to alternative strategies for qualified investors.

Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Nicholas Laverghetta is a CFP® professional with 23 years of industry experience, currently serving at NCM Capital Management, LLC since 2009. He holds Series 63 and Series 66 licenses and is based in Ramsey, NJ. NCM Capital Management serves individual and high-net-worth clients, as well as charitable organizations, foundations, and businesses, managing approximately $431.7 million in discretionary assets. The firm employs a blend of passive and active investment strategies within a Modern Portfolio Theory framework to build diversified, tax-aware portfolios and integrates custodian-provided educational resources into its practice.

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual investors, including high-net-worth clients, and institutional clients by offering investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative optimization, relative strength and trend-based techniques, and fundamental and technical analysis, managing approximately $350 million in regulatory assets under management.