Lyle Himebaugh III is a financial advisor at Granite Group Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Granite Group Advisors since 2003. Granite Group Advisors provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios through manager selection across traditional and alternative asset classes, using a process that combines quantitative and qualitative analysis to tailor diversification to client objectives.

Richard Ainsberg is a financial advisor with Twenty-First Tailored Solutions, Inc. in Scarsdale, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Twenty-First Tailored Solutions since 2011 and previously at Twenty-First Securities Corporation and Crito Capital LLC. Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients by providing ongoing investment strategy and portfolio monitoring. The firm specializes in a short-against-the-box (SATB) strategy and offers non-discretionary advice, managing over $515 million in assets for a concentrated client base.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.

Michelle Ross is a Series 65-licensed financial advisor with Asset Management Group, Inc. in Stamford, CT. She has seven years of industry experience and has been with the firm since 2019. Asset Management Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, estates, and corporate clients. The firm emphasizes asset allocation and manager selection using a combination of fundamental, technical, quantitative, and qualitative analysis.

Mark Rathjen is a financial advisor with Prospect Financial Services LLC, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Roberts & Ryan Investments, Inc., Bridgehampton National Bank, and Draper Asset Management. Outside of his advisory work, he owns and operates a business called Next Gen Tests. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Stephen Nicholas is a financial advisor at Platform Technology Partners with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Boston Scott LLC. Nicholas serves on the board of First Tee, an organization that educates youth through programs focused on college pathways. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management and financial consultation. The firm emphasizes a client-involved investment process and manages pooled investment vehicles and private funds, blending these services with brokerage, insurance, and family-office offerings.

Stephan Weinberger is a CFA® charterholder with 18 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and also has a long tenure at Armstrong Shaw Associates Inc. Matrix Asset Advisors is an SEC-registered, employee-owned investment adviser serving individuals, high-net-worth clients, and institutional accounts. The firm offers discretionary portfolio management, retirement-plan consulting, and model-portfolio services, focusing on disciplined large-cap value and dividend income strategies that combine quantitative screening with fundamental research.

Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Bank of America. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, focusing on comprehensive portfolio management and retirement plan consulting. The firm emphasizes diversified portfolios that incorporate fundamental, technical, sector, and qualitative analysis, utilizing a range of investment instruments including options and derivatives strategies.

Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Kadri Augustin is a Series 65 credentialed financial advisor with two years of industry experience. She currently works at Connective Wealth Partners, LLC and has previously held roles at FG Advisory Services, LLC and The Financial Gym, Inc. Kadri is dually registered with Connective Wealth Partners and FG Advisory Services on a transitional basis. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment approach, offering diversified portfolios and discretionary management tailored to client objectives and risk tolerance.

Donna Palais is a financial advisor at Argus Investors' Counsel, Inc. with over 30 years of industry experience. She has worked at Argus Investors' Counsel since 1994 and holds a Series 65 designation. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutions such as investment companies and pension plans. The firm emphasizes bottom-up stock selection and a long-term, low-turnover investment approach, and it also licenses model portfolios and offers portfolio consulting to other advisers and platform sponsors.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including NatAlliance Asset Management LLC and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients by offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes a patient, custom-tailored investment approach focused on long-term purchases while allowing for shorter-term, opportunity-driven trades.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.

Philip Palumbo is a CFP® with 26 years of industry experience, currently serving as an advisor at Palumbo Wealth Management LLC. He previously worked at UBS Financial Services Inc for 10 years and has been with his current firm since 2020. In addition to his advisory role, he is also involved in insurance sales on a limited basis. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million for roughly 283 clients, utilizing a primarily long-term and discretionary investment approach that includes mutual funds, ETFs, equities, bonds, options, private investments, and allocations to independent managers.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sun Life and RCN Capital. His background also includes positions at The University of Connecticut and various other roles prior to entering the financial sector. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, long-term portfolios using mutual funds, ETFs, and individual securities, and offers additional services such as 401(k) plan management and participant education.

Marino Patrk is a financial advisor at Hudson Value Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for seven years before joining Hudson Value Partners in 2023. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and may recommend unaffiliated independent managers or private funds, while employing AI tools with human oversight in its investment process.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Joseph Favorito is a financial advisor at Landmark Wealth Management, LLC with over 11 years at the firm and a total of 21 years in the industry. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Landmark, he worked with Fidelity Brokerage Services, LLC. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and 401(k) plan management. The firm builds customized long-term portfolios using mutual funds, ETFs, and individual securities, incorporating fundamental analysis and client communication as key components of its investment approach.