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.

Gregory Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners and Purshe Kaplan Sterling Investments since 2018. Emr is a board member of the Mansion Ridge Home Owners Association, where he participates in contract negotiations and operational decisions. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers customized and model-based portfolio management across various risk strategies, utilizing fundamental, technical, and cyclical analysis alongside periodic rebalancing.

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.

Loren Bailey is a financial advisor at Lifemark Securities Corp. with 30 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. His prior experience includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he also serves as an independent insurance agent specializing in Medicare insurance and works part-time as a caregiver. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and advisory services tailored through risk assessments, with accounts managed on either a discretionary or non-discretionary basis.

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.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He has worked at Jefferies & Company, Inc. since 2012 and previously spent five years at Merrill. Estefano holds a Series 66 designation. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process using third-party software and scenario analysis to support a broad range of planning topics.

Peter Tcherepnine is a financial advisor with Gamco Asset Management Inc., holding Series 63 and 65 licenses and bringing 59 years of industry experience. He worked at Loeb Partners Corporation for 37 years before joining GAMCO Investors Inc. in 2019. He serves on the board of the American Institute for Foreign Study (AIFS, Inc.) and on the board of Loeb Holding, which is no longer engaged in investment activities. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, applying a research-driven value discipline complemented by growth strategies. The firm manages approximately $11.6 billion in discretionary assets and offers tailored portfolio management with an emphasis on bottom-up analysis and catalyst-driven investment theses.

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.

Haoqi Zhang is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. Prior to joining O'Shaughnessy, Zhang was affiliated with Columbia University and the University of Rochester. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside sub-advisory and third-party managed options capabilities.

David Solomon is a CFP® professional with 26 years of experience in the financial services industry. He is currently a managing partner at Carbon Wealth Management and affiliated with Mariner Platform Solutions. Prior to this, he spent over two decades at Goldman Sachs & Co. Solomon serves as a member of the Board of Trustees and head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives utilizing both model portfolios and customized discretionary strategies.

Jordan Price is a financial advisor at Calydon Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Express for three years, along with roles at Indiana University and other firms. Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities focused on dividend-oriented companies, combined with credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

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.

William Carinci is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman, Sachs & Co. for 18 years, as well as at Mass Mutual Investors Services and MassMutual Life Insurance Co. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.