Patricia Mcdonnell is a Series 65-licensed financial advisor with MSM Financial Strategies in Manhasset, NY. She has four years of industry experience and has been with MSM Financial Strategies since 1997. MSM Financial Strategies is a state-registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds and a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Brandon Tacconelli is a CFP® with one year of industry experience, currently serving as a financial advisor at Thinking Big Financial. Prior to joining Thinking Big Financial, he worked at TVM Paraplanning and held roles at Sunrun Solar and WegoWise. Thinking Big Financial provides holistic financial planning and discretionary investment management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes asset allocation and passive investing with index funds and ETFs, tailoring portfolios through client-specific investment policy statements and ongoing monitoring.

Maxwell Snyder is a financial advisor at Adalta Capital Management LLC with 5 years of industry experience. He has been with Adalta since 2017 and previously worked at Citco. Before entering the financial sector, he spent four years at Georgetown University. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies.

Robin Condon is an investment adviser representative at Willis Towers Watson Securities, LLC with 28 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Cetera and Georgetown Financial Group. Outside of advisory work, she is owner and president of Lido Consulting Group LLC, a compliance consulting business. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, offering web-based financial planning and discretionary model portfolios to individual and high-net-worth clients. The firm employs diversified model portfolios based on Monte Carlo simulations and works with affiliated sub-advisers and insurance brokers to support its investment approach.

Taiwei Chang is a financial advisor at Basalt Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has worked at China CITIC Bank International Limited, City Investment Solutions, and Shepherd Venture. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm combines fundamental and technical analysis to pursue long-term capital appreciation and uses options and derivatives as part of its strategies, providing services tailored to client objectives and constraints.

Andrew Niemoeller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Collaborative Capital Advisors LLC with two years of industry experience. Prior to joining Collaborative Capital Advisors in 2025, he worked at Savant Wealth Management from 2023 to 2025. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, trusts, estates, and certain institutional clients. The firm uses a combination of fundamental, modern portfolio theory, and quantitative analysis to construct portfolios and may include strategies such as derivatives, margin, and private market investments, while also offering access to pooled investment vehicles and third-party managers.

Gary Du Boff is a CFP®-certified financial advisor at Sage Capital Management LLC with 16 years of industry experience. Prior to joining Sage in 2026, he worked at BDO USA LLP, Equitable Advisors, and MBAF. Sage Capital Management LLC is a registered investment adviser managing approximately $368.6 million for about 314 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting using a core-and-satellite strategic asset allocation that combines passive ETFs and active managers with a globally diversified approach.

Edmond Franco is the principal of Franco Financial Advisors, Inc. in New York, NY, with 4 years of industry experience. He has been involved in the financial services sector since 1992, serving as president of Franco Financial Group and engaged in insurance brokerage through Franco & Son, Inc. Franco Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management, retirement planning, and financial consulting, with a focus on tailored investment programs and strategic planning for clients with complex or business-related needs.

Charles Goldblum is a CFP® and CFA® with 21 years of industry experience. He has been with Hurley Capital Management, LLC since 2003. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment process, utilizing a range of securities and occasionally less liquid or specialty investment vehicles.

Robert Alonso is a financial advisor with Third Eye Associates, Ltd, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Third Eye Associates in 2021, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is a licensed life insurance agent and sells items on eBay. Third Eye Associates provides financial life-planning and advisory services to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning engagements and refers clients to third-party money managers for ongoing asset management.

Caleb Howard is a financial advisor at Weigelfam with a Series 65 credential and seven years of industry experience. He has worked at Legacy Wealth Management since 2019 and currently owns and operates ATPP, LLC, a video production services business. Caleb combines advisory roles with his entrepreneurial activities in video production. Weigel Fiduciary Asset Management offers wealth management, discretionary and nondiscretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs proprietary models and a “6 Sleeves” diversification approach, with investment decisions driven by fundamental and cyclical analysis and a generally long-term orientation.

Alexander Mac Knight is a financial advisor at Rimac with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Rimac Capital in 2024, he worked at Upstart Network Inc., UBS AG, Mizuho Securities USA Inc., and Mizuho Bank Ltd. Rimac Capital provides tailored investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of analytical approaches and trading strategies to implement client-specific investment plans, managing approximately $7.6 million in client assets across about 20 accounts.

Michael Schupak is a CFP® and Series 65 credentialed advisor at Astra Wealth Partners with 11 years of industry experience. He has served as managing member, chief compliance officer, and investment adviser representative at both Astra Wealth Partners and Schupak Financial Advisors, LLC. He is based in Jersey City, NJ. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active management techniques and is notable for managing a private pooled vehicle that utilizes ETFs, options, and equities.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

Jared Ziment is a financial advisor at Ziment Financial Advisors, Inc. in New York, NY, with nine years of industry experience. He previously worked at Morgan Stanley & Co LLC for eight years and at Cabrera Capital Markets for one year. Jared holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and standalone financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure, employing quantitative models and real-time market data in portfolio construction and hedging.

Austin Cagley is a financial advisor at IADVISE Partners with a Series 65 credential and one year of industry experience. Prior to joining IADVISE Partners in 2026, he worked in the fitness industry, including roles at Barry's Bootcamp LLC and ONE PELOTON LLC. He is involved with Barry's Bootcamp LLC and Cadence Innovation Labs LLC in fitness-related capacities. IADVISE Partners provides investment advisory and asset allocation services to individuals, corporations, trusts, and charitable organizations, typically serving high-net-worth clients. The firm offers customized portfolio management and family office services with an investment approach that includes equities, fixed income, options, alternative investments, and the use of hedging and leveraging techniques where appropriate.

Paul Reback is a CFP® professional with 15 years of industry experience. He is the principal of Capital Estate Advisors, Inc., where he has worked since 1993. In addition to his advisory work, he holds insurance agent licenses in several states and is appointed with various carriers. Capital Estate Advisors, Inc. provides discretionary investment supervisory services primarily to individual clients, high-net-worth individuals, trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with a generally long-term holding horizon and occasional option writing, offering both portfolio management and standalone financial planning services.

Brian Hegarty is a financial advisor with Hegarty Advisors, LLC in Garden City, NY, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Credit Suisse Securities (USA) LLC, Btig LLC, and Berenberg Capital Markets LLC. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $171 million for over one hundred clients, primarily using passive, asset-class-based portfolios with an emphasis on tax-efficient construction and individualized investment policy statements.

Steven Abernathy is the owner of Abernathy Group II LLC and holds a Series 63 designation with 41 years of industry experience. He previously worked at Dinosaur Financial Group, LLC from 2017 to 2023 and has been involved with Abernathy Group II since 2009. Outside of advisory services, he owns a separate entity that acquires distressed real estate. Abernathy Group II LLC provides family office services and separately managed accounts to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a core-and-satellite investment approach using factor-based index ETFs combined with active management, and also offers pension consulting and services for employer-sponsored 401(k) plans.