Daniel O’Shea is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Ardsley Engine Company volunteer fire department. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension plans, and corporate clients, providing asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines third-party research and internal portfolio models, offering tailored portfolios that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

David Price is a CFP® professional with 13 years of industry experience. He is a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked since 2020. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Sanctuary Securities Inc., Bank of America, Merrill, Great Point Capital, and Quincy Wells Capital. Price also serves as a director for Navis Foundation, Inc., overseeing the foundation's activities. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, financial planning, and retirement advisory services with a focus on fundamental analysis and long-term strategies using diversified investments, including mutual funds, ETFs, equities, bonds, alternatives, and options.

Brandon Velez is a financial advisor at 5C Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 5C Capital Management, he worked at Better Mortgage Corporation, Rockit Solutions, Morgan Stanley, and JP Morgan Securities LLC. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a structured due-diligence process to build diversified portfolios using a blend of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets.

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and integrating tax-aware considerations in its investment approach.

Bart Di Chiaro is a financial advisor with Discipline Wealth Solutions, Inc. in Tarrytown, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at CPR Investments Inc., Primerica Advisors, and Quest Capital Strategies, Inc. He is also active as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing customized investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm incorporates various investment approaches and offers both in-house management and oversight of third-party managers.

James Rank is a financial advisor at Aspire Advisors, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Aspire Advisors since 2012. Outside of his advisory role, he dedicates a portion of his time to consulting on retirement plan service engagements and client relations for Hamilton Cavanaugh & Associates, Inc., a broker-dealer. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting services to individuals, corporations, and employee benefit plans. The firm manages client assets predominantly through discretionary model portfolios and combines fundamental and technical analysis in its research.

Thomas Beattie is a CFP® professional with 31 years of experience in the financial industry. He has worked at Samalin Wealth since 2024 and previously spent 13 years with Stifel Nicolaus & Co Inc. Samalin Wealth provides comprehensive investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis in its investment process, managing approximately $490 million in client assets across eight advisers.

Marc Decuffa is a financial advisor with Proxy Wealth Advisors LLC in Chappaqua, NY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Ameriprise Financial Services, JPMorgan Securities, and Long Island Financial Group, among others. Decuffa has also operated as a freelancer and managed a business called Cents Ability LLC. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, including a notable non-U.S. client base with cross-border needs. The firm employs a tactical allocation strategy using a range of instruments and manages both wrap-fee and non-wrap accounts through third-party platforms.

Richard Suarez is a CFP® professional with eight years of industry experience, currently serving at Midfield Private Wealth, LLC. He previously worked for 30 years at Clarfeld Financial Advisors, Inc. Mr. Suarez holds board positions with several organizations, including serving as Chair of the Audit Committee for the Bretton Woods Committee and as a director for both the Boys and Girls Club of Northern Westchester and Bionic Sight, a medical research company. Midfield Private Wealth offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis, passive index exposures, and selective active management to oversee approximately $528 million in client assets on a discretionary basis.

Michael Schmidig is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has recent experience at Traphagen Investment Advisors LLC since 2026. Prior to this, he worked in various roles including at Hoboken FC and Become Elite. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Kevin Mccabe is a financial advisor at 5C Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and worked previously at Clark Dodge Asset Management LLC from 2014 to 2017. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm combines quantitative portfolio measures, fundamental and technical analysis, and tax-aware portfolio construction in its fiduciary investment approach.

Alexander Macchio is a financial advisor at Traphagen Financial Group with 10 years of industry experience. He holds a Series 65 designation and has been with Traphagen Financial Group, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company since 2014. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs both fundamental and technical analysis, manages discretionary model portfolios, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Anthony Passerino is a financial advisor with Vision Retirement and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at LPL Financial, Cetera, and as a CPA since 1993. Outside of his advisory work, he is involved in coaching soccer at Saint Thomas Aquinas College and owns Aggressive Hockey Management Inc. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning and fiduciary investment management. The firm combines third-party portfolio strategists, model allocations, and automated investing technology, offering coordinated planning services that include tax preparation through an affiliated CPA entity.

Brian Crane 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 Tortoise since 2022. His prior roles include positions at Spring Street Market and Williams College. 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 various non-investment matters upon client request.

Raymond Pruzinsky is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has worked at SeaCrest Wealth Management since 2016 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. In addition to his advisory roles, he is also licensed to provide non-variable insurance policies to clients. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis.

Tobias Tolino is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds a Series 65 designation and previously worked at Richter Bober Asset Management, LLC for six years before joining Citizens Private Wealth in 2020. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and recently added business consulting services.

James Shagawat is a CFP® and ChFC® with 20 years of industry experience. He is currently with Mariner Independent and has previously worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, and AdvicePeriod, LLC. Outside of his advisory work, he is a composer affiliated with the American Society of Composers, Authors and Publishers. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, integrating institutional and retirement resources through affiliated companies and third-party partnerships.

Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Michael Surbrug is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been associated with Lord Abbett Distributor LLC since 2003. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm integrates top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets and supporting approximately 17,842 clients.

Melissa Alaimo is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PKS Investments and Preferred Pediatric Orthopedic Surgery. Outside of her advisory role, she is connected to a consulting business owned by her spouse but has no duties there. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term investment strategies alongside wealth management, family office services, and retirement plan advisory.