Douglas Mollin is a CFP® and holds a Series 63 license, serving as the sole advisor at Enright, Mollin, Cascio & Ramusevic, Inc. He has worked at the firm since 1993, totaling 33 years of experience. In addition to his advisory role, the firm principals maintain ownership in an affiliated tax and accounting practice, providing some clients with access to both investment and tax services. Enright, Mollin, Cascio & Ramusevic, Inc. offers personalized investment supervisory services and financial consultations to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a global balanced allocation strategy emphasizing mutual funds and ETFs across asset classes, focusing on risk control through asset allocation and diversification.

Benjamin Robins is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Beacon Financial Advisors since 2015. His credentials also include the Series 63 license. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales. Beacon Financial Advisors is an independent wealth advisory firm that provides financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a multi-step planning process and combines strategic and tactical asset allocation using both active and passive managers.

John Nettuno is a financial advisor at J.H. Darbie & Co., Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at St Joseph's Health for nine years. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individual and institutional clients, employing a combination of cyclical, fundamental, and technical analysis alongside value-oriented, tactical, and strategic asset allocation. The firm participates in third-party adviser programs and conducts regular account reviews.

Alana Stone is a CFP® with 20 years of experience and has been with Heydorn Stone Capital Management LLC since 2005. She holds a Series 63 license and works out of Larchmont, NY. Heydorn Stone Capital Management LLC is an independent registered investment adviser managing approximately $125.6 million across about 105 client relationships. The firm provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, endowments, foundations, and corporations, using a client-centered approach that emphasizes diversification and tailored asset allocation.

Jeff Ho is a financial advisor with Generation Wealth Management in New York City. He holds a Series 65 designation and has nine years of industry experience. Ho has been a sole proprietor since 2017 and has worked at Generation Wealth Management since 2016. He also serves as an insurance agent in a separate business activity. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both one-time and ongoing planning, including retirement plan consulting and public seminars.

Peter Heine is a financial advisor at Strong Wealth Advisors, LLC in White Plains, NY. He holds the Series 65 and Series 63 designations and has experience at firms including Smith Graham & Co Investment Advisors L.P. and Loop Capital Asset Management. Strong Wealth Advisors serves high-net-worth and other individual investors, businesses, and institutional clients by providing financial planning, portfolio management, consulting, and private placement services. The firm employs a range of analytical methods to build customized portfolios and actively manages private pooled investment vehicles, often using performance-based fee structures for qualified clients.

John Connolly is a financial advisor at Atlantis Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2008 and 2009, respectively. Outside of his advisory role, he is a broker for a health care insurance firm, receiving annual renewal compensation. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm provides discretionary portfolio management utilizing a combination of macro, fundamental, technical, and cycle analysis, and is noted for its use of derivatives primarily as risk-management tools to reduce volatility.

Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Novare Capital Management and TIAA-CREF. SMP Financial Planning provides wealth management and standalone financial planning services to individuals, high-net-worth clients, trusts, estates, and select employer-sponsored 401(k) plans. The firm constructs customized, generally long-term portfolios and focuses on managing restricted and legacy securities, incorporating concentration risk oversight, tax-budgeting, and estate integration.

Jeffrey Kinzel is a CFA® charterholder with 12 years of industry experience. He has been with CK Advisors, LLC since 2006, where he serves as one of two advisors. CK Advisors serves high-net-worth individuals, related entities, and select institutional clients, managing approximately $96.7 million in discretionary assets. The firm employs a bottom-up, fundamental value investing approach focused on company-level analysis and portfolio concentration in individual equities, complemented by fixed income and cash instruments as needed.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving at Saiph Capital, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Saxton is a member of the Screen Actors Guild and occasionally works as an actor, extra, and stunt player. He is also president of The Saxton Foundation, a charitable organization. Saiph Capital provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and banking institutions. The firm manages approximately $361 million in assets and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios using mutual funds, ETFs, individual securities, and Independent Managers.

Craig Arons is the managing member and chief compliance officer of Arons Wealth Management LLC with one year of experience in investment management. He holds the PFS™ designation and has been the owner of an accounting practice, Craig M Arons CPA PFS PC, since 2012. Arons Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm uses a variety of investment methods and emphasizes long-term trading under discretionary authority while also offering hourly financial-planning engagements.

Eric Davis is the Principal of Davis Capital Advisors, LLC in New York, NY, with 35 years of industry experience. He has served at Davis Securities, LLC since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Davis Capital Management, the general partner of Davis Strategic Growth Fund, and owns related entities including an insurance agency and an administrative management company. Davis Capital Advisors provides discretionary and non-discretionary investment management to individual clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm emphasizes continuous portfolio supervision and tailors investment policies to client objectives, utilizing a range of investment vehicles including equities, bonds, mutual funds, ETFs, and private placements.

Todd Greenberg is a CFP® with 15 years of industry experience, currently serving as an advisor at Blank Equity Management LLC. He has worked at Lowell Road Asset Management, Inc. since 2012 and is a principal at Bridgeway Legal Funding, where he contributes to strategic planning outside of trading hours. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes a long-term buy-and-hold investment approach tailored through client interviews and employs a variety of analytical methods to inform its recommendations.

Richard Wolfe is a CFP® with 21 years of industry experience and has been with Saddle River Capital Management, LLC since 2003. He is based in Wyckoff, NJ, and holds a Series 65 license. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients by providing portfolio management and comprehensive financial planning. The firm uses a proprietary research model combining fundamental and technical analysis to construct cost-efficient, globally allocated portfolios primarily using ETFs and mutual funds, with an emphasis on ongoing planning and performance tracking through quarterly reviews and modeled scenario testing.

Steven Wieting is a financial advisor at CIO Capital Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi Private Alternatives, LLC and Citigroup Global Markets Inc. prior to joining CIO Capital Group. CIO Capital Group LLC provides wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm uses quantitative tools and proprietary analytics to support portfolio management and focuses on maintaining closely managed client relationships.

Adam Lazarus is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding the PFS™ and Series 66 designations with 13 years of industry experience. He has been self-employed since 2012 and has worked with Integrity Financial Partners, Inc. since 2005. In addition to his advisory work, Mr. Lazarus provides tax preparation, tax planning, and accounting services in his self-employed capacity. Integrity Advisory Partners LLC offers investment management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis and charting. The firm employs a mix of long-term, short-term, and trading strategies and typically works with clients maintaining a minimum investment of $1,000,000.

Matthew Carey is a financial advisor at Blue Spark Capital Advisors in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Blue Spark Capital Advisors and Blue Spark Financial since 2012 and is also affiliated with Iona College since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm specializing in serving women and their families during major life transitions. The firm combines discretionary investment management with comprehensive financial planning, focusing on liability-driven investing and broad diversification tailored to each client’s time frame and risk tolerance.

Jennifer Lammer is a financial advisor at Diamond NestEgg with a Series 65 license and four years of industry experience. She has been with Diamond NestEgg since 2019 and is also the Chief Executive Officer and Managing Member of Lammer and Company, LLC, an inactive business entity. In addition to her advisory role, she works part-time as an independent insurance agent. Diamond NestEgg primarily serves individual clients by providing comprehensive financial planning, one-on-one coaching, and retirement and education planning. The firm emphasizes planning and client-directed implementation, focusing on educational programming and online personal finance courses rather than discretionary portfolio management.

Matthew Kinzer is a financial advisor at Markin Asset Management, LP with five years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Markin Asset Management and its related entities since 2019. He also has a background with Bank of America Private Bank. Markin Asset Management provides discretionary investment management to private pooled funds and separately managed accounts for individuals, trusts, endowments, and family offices. The firm uses proprietary multi-asset quantitative models with artificial intelligence and machine-learning techniques to construct and regularly rebalance portfolios, serving both fund investors and individual clients.

Syed Tirmizi is a financial advisor at Elphinstone with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Finalis Securities LLC and Avalere. He is also a partner at Allere LLC DBA SovDoc, where he is involved in mergers and acquisitions advisory services. Elphinstone provides automated portfolio management to individual and institutional clients through a mobile platform, offering ETF-based portfolios with options for advised or self-directed trading. The firm employs algorithmic portfolio construction and rebalancing based on modern portfolio theory and client risk preferences.