Clare Stenstrom is a Series 65-licensed financial advisor with five years of industry experience. She is currently with Verdence Capital Advisors LLC and was previously with Luesink Stenstrom Financial LLC for 12 years. Outside of advising, she is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, providing comprehensive financial life planning, transition planning, and wealth management. The firm employs an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies tailored to clients’ specific needs.

Michael Warszawski is a CFA® charterholder with eight years of industry experience, currently serving at CWM Partners, LLC since 2018. Prior to joining CWM Partners, he worked at Manchester Capital Management from 2014 to 2018. He is a Group Chair of TIGER 21, LLC, a membership network for high-net-worth individuals, where he facilitates peer group meetings focused on investing and family matters. Additionally, Warszawski serves on the advisory board of First National Realty Partners. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios across various asset classes and coordinates with third-party advisers while maintaining primary advisory relationships.

Isaac Mamaysky is a financial advisor at QuantStreet Capital with four years of industry experience and holds a Series 65 designation. He has a background in law, currently attending Pace Law School and previously attending Albany Law School, and is also a practicing attorney at Potomac Law Group, PLLC. Outside of finance, he is involved with CZ Wellness Group, Inc., a business he has been part of since 2012. QuantStreet Capital provides quantitative investment management, financial planning, and consulting services to individuals, nonprofit endowments, trusts, retirement plans, and businesses. The firm uses a systematic, algorithm-driven asset allocation process across multiple risk-targeted strategies and offers model portfolio subscriptions and outside-CIO services to other advisers and asset managers.

Cheskal Deutsch is a financial advisor at CSD Financial LLC with nine years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. Deutsch is also the sole member and CEO of Attentive Care Service Coordination LLC, a Medicaid service coordination business. CSD Financial LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by providing comprehensive financial planning, goal-based planning, and investment management. The firm offers customized financial roadmaps, portfolio management, and retirement plan consulting, utilizing both in-house and third-party model portfolios.

Corey Peterson is a CFP® with 15 years of industry experience, serving as the sole advisor at Great Hill Advisory since 2016. He holds Series 66 and Series 63 licenses. Great Hill Advisory serves individual and high-net-worth clients as well as charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and referrals to third-party money managers. The firm combines a primarily passive investment approach with integrated tax preparation services and occasionally employs advanced strategies and external managers tailored to client needs.

Michael Porro is a CFP® professional with 23 years at Michael J. Porro & Co. Financial Advisors, Inc. and 13 years of industry experience. He serves as a general partner in three limited partnerships that hold real estate. Michael J. Porro & Co. Financial Advisors provides investment management and financial planning to individual clients, trusts, estates, corporations, and pooled investment vehicles, employing a structured six-step planning process and actively managed portfolios across multiple asset classes.

William Anderson is a Series 65-licensed financial advisor with Robert W. Colby Asset Management, Inc. in New York, NY. He has 16 years of industry experience and has been with the firm since 2009. Robert W. Colby Asset Management serves individual and high-net-worth clients with a limited offering of six actively managed portfolios and four allocations. The firm uses proprietary quantitative and technical methods, including a Relative Strength Method and a Systematic Trend Identification System, focusing primarily on ETFs and systematic ranking to guide security selection.

Robert Rabinowitz is a financial advisor with J.H. Darbie & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with J.H. Darbie since 1997 and also serves as CEO of Wolf A. Popper, Inc. and Trend Trader LLC. Outside of investment activities, Rabinowitz is involved in business accounting and consulting. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, and participates in third-party adviser programs.

Barry Kiront is a financial advisor at Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Craft Wealth Management since 2015 and is also involved with related entities including Craft Asset Holdings LLC and Advanced Capital Management LLC. Outside of advisory roles, Kiront serves as Vice President and backup administrator for Jobast Holding Inc., a non-investment related entity. Craft Wealth Management provides discretionary and non-discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options trading, short selling, and margin, and manages approximately $9.18 million in assets across about 58 client relationships.

Yan Sun is a CFA® charterholder with 18 years of industry experience, currently serving at Taurus Financial in Jersey City, NJ. His prior work includes roles at Credit Suisse Securities and LPL Financial. He is also the owner of TDG International LLC, a non-investment-related business. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $162 million across 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing fundamental and quantitative analysis alongside a range of investment strategies.

Eduardo Schwartz is a financial advisor at LifeCapital Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for eight years. Outside of his advisory role, he is a licensed insurance agent and dedicates part of his time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with the flexibility to include individual securities, alternatives, and digital assets.

Mikael Larsson is a financial advisor at StrataCore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. In addition to his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm, Sweden, dedicating approximately half of his time to that activity. StrataCore Capital Management, LLC manages around $97 million in client assets, serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach, offering both discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services.

Adam Spilka is a financial advisor at Huygens Capital LLC in New York, NY, holding a Series 65 credential with five years of industry experience. He has worked at Huygens Capital since 2012. Huygens Capital provides discretionary portfolio management and a web-based robo-adviser that places clients into systematic tactical and passive index ETF/ETN portfolios. The firm serves individuals, family offices, registered investment advisers, corporations, hedge fund-of-funds, and nonprofit endowments through separately managed accounts custodied via Interactive Brokers.

Barbara Ann Dicostanzo is a CFP® professional with 34 years of industry experience. She is a member of Penbrook Management LLC, where she has worked since 2004, and also serves at Beech Hill Securities, Inc. since 2013. In addition to her advisory roles, she is a member of ANKAP LLC, a general partner of an investment partnership. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, focusing on portfolios concentrated in individual equities for capital appreciation, supplemented by bonds and other instruments, with investment strategies tailored to client objectives.

Keith Beverly is a financial advisor at Re Envision Wealth in New York, NY, with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Grid 202 Partners and Momentum Advisors, LLC. Beverly is a managing member of Democratizing Capital LLC and Re-Envision Capital LLC. Re Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families, and institutional clients, focusing on affluent and high-net-worth households. The firm emphasizes asset allocation based on fundamental and cyclical analysis, manages portfolios on a discretionary basis, and offers a separately managed account strategy aligned with client values.

David Marra is a Series 65-licensed financial advisor at Markin Asset Management, LP with four years of industry experience. He has been with Markin Asset Management since 2019 and also serves as Managing Director of Arialytics, Inc., a non-investment related business. Markin Asset Management provides discretionary investment management to private funds, individual accounts, trusts, and family offices using proprietary multi-asset quantitative strategies. The firm applies systematic models and machine-learning techniques to construct diversified, ETF-based portfolios tailored to client objectives.

James Crabb is a financial advisor at One Oak Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak in 2017. Outside of his advisory role, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit providing assistance and religious training to disadvantaged groups in Israel. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy investments, and manages multiple onshore and offshore funds.

William Medley is a CFA® charterholder with 10 years of industry experience. He has worked at Fithian LLC since 2022 and previously held roles at MBSC Securities Corporation and BNY Mellon. Medley is based in New York, NY, and holds the Series 66 designation. Fithian LLC provides discretionary investment advisory services to institutional and sophisticated investors, including high-net-worth individuals, family offices, endowments, and foundations. The firm employs a global, long-only, concentrated equity strategy based on bottom-up research and detailed due diligence, managing separately managed accounts on a discretionary basis with tailored client guidelines.

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

Ryan Cole is a financial advisor with Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Integrity Advisory Partners since 2012 and has a longer tenure with affiliated entities including Integrity Financial Partners and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and provides insurance placement and business consulting through Liberty Mutual. Integrity Advisory Partners LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a mix of long-term, short-term, and trading strategies with an emphasis on client involvement, managing portfolios primarily on a non-discretionary basis.