Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions in Montebello, NY, with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked for JPMorgan Chase & Co. for nine years, providing operational and administrative support in a non-advisory capacity. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates with comprehensive financial planning, portfolio management, tax planning and IRS representation, insurance planning, and community educational workshops. The firm integrates tax representation with financial planning, offering tailored advisory services based on clients’ goals, income, family situation, risk tolerance, and time horizon.

Louise Bryant is a CFP® professional with 23 years at Financial Spyglass and 10 years of industry experience. She operates as a sole advisor at Financial Spyglass in Rye, NY. Financial Spyglass serves individual and high-net-worth clients by providing comprehensive financial planning and investment advisory services, utilizing a passive portfolio construction approach with third-party money managers. The firm maintains non-discretionary relationships, emphasizes written financial plans, and offers educational seminars alongside personalized planning.

Collecting coins, saving money in a piggy bank, questioning the cost of every single item, calculating investment returns, watching Maria Bartiromo on CNBC. This about sums up my childhood. Plus basketball..can't leave out basketball. Beautiful Westchester County, NY is the place I have been proud to call home for pretty much my entire life. I have been with my amazing wife Karen since freshman year in high school. 9th Grade! Yes, that is correct...since I am 14 years old. Some things in life are destined to be and for us, we both knew it right away. Having a soulmate is a real thing and I was lucky enough to find mine at a very young age. We have three beautiful and active (aka difficult) children that keep us on our toes ;) I always knew my life would be spent working in the Investing/Financial Markets profession. It is what I was born to do, but it was not a straight easy ride that led me to this point. There were a lot of highs and lows, a lot of leaps of faith, a lot of following our dreams, and a lot of uncertainty. We are the type of people that go for it in life. No regrets. We often choose the road less traveled...and that has made all the difference. I have a passion for helping people figure out their finances. I truly enjoy it. Not all people are wired to deal with personal finances, but the truth is it is super important to living a happy life. I want to find a way to help people that struggle with all this stuff. I did not start this business to only help people that are already well off. Offering education, YouTube videos, blogs, individual coaching, group coaching, on-line classes, and being a trusted fiduciary advisor is my vision for the School of Personal Finance. I don't have it all figured out yet, but I am on my way! I believe the coaching/financial planning piece is much more important than the actual managing of investment accounts for a majority of people. Yes, having the correct asset allocation and matching your risk profile is very important, but with the creation of low-cost index funds and the advances in technology, the need for a portfolio manager is becoming a thing of the past. But you know what will continue to be here forever? The need for personal financial advice, education, and guidance that is easily available and affordable for everyone. Please visit Richard's blog here: https://www.schoolofpersonalfinance.com/blog

Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.

Vinay Munikoti is the sole advisor at System Research, LLC in White Plains, NY, with 14 years of industry experience. He holds a Series 65 designation and has led System Research since 2008. Outside of his advisory role, Munikoti is the CEO of Returnstream LLC, an online newsletter publisher providing trading signals for stocks, mutual funds, and ETFs, as well as Global Dynamic Systems LLC, which sells artwork. System Research provides discretionary portfolio management to individuals and high-net-worth clients, using systematic, research-driven computer models to generate short- to intermediate-term forecasts and implement trades across multiple asset classes. The firm’s explicit market-timing approach and its combination of quantitative program development and diverse strategies, including digital assets, distinguish it within the independent advisory space.

Luke Albright is the sole advisor at Oak Grove Management LLC, an independent firm based in Greenwich, CT. He holds a Series 65 designation and has 12 years of industry experience. Albright has managed Oak Grove since its founding in 2013. Oak Grove Management LLC provides discretionary portfolio management and investment supervisory services primarily to high-net-worth individuals and select institutional clients. The firm employs a variety of analytical methods and manages accounts on a discretionary basis, using performance-based fees for qualified clients and maintaining direct control over portfolio management without outsourcing.

James Botti is a financial advisor at Garrison Phillips, LLC with 7 years of industry experience. He holds the Series 66 designation and has been with Garrison Phillips since 2005. Garrison Phillips, LLC provides investment advisory, management, and financial planning services to individuals, institutions, corporations, trusts, estates, and qualified retirement plans. The firm uses a global macroeconomic framework with sector rotation to guide asset allocation and typically employs ETFs and individual fixed-income securities, while also offering pension consulting and retirement plan sponsor advisory services.

Michael Reisin is a financial advisor with Integrated Wealth Management Solutions, LLC in Port Chester, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Integrated Wealth Management Solutions since 2017 and concurrently at Wunderlich Securities, Inc. since 2016. Integrated Wealth Management Solutions provides customized financial planning and investment management to individual investors, including high-net-worth clients, and small businesses. The firm employs a mix of strategies combining fundamental research with technical and cyclical analysis and offers both discretionary and nondiscretionary portfolio management.

Alan Nadel is a financial advisor at Flying Point Asset Management LLC with 15 years of experience. He holds the Series 65 designation and is based in Chappaqua, NY. Nadel has worked exclusively at Flying Point Asset Management since 2011. Flying Point Asset Management provides discretionary portfolio management and creates individualized Investment Policy Statements for clients, including individuals, high-net-worth individuals, and trusts. The firm manages approximately $55.7 million across 31 accounts, employing a combination of fundamental, technical, charting, and cyclical analysis alongside long- and short-term trading strategies.

Paul Mccarthy is a CFA® charterholder and the sole advisor at Kisco Capital, LLC, an independent firm based in Mount Kisco, NY. He has 10 years of industry experience and has been with Kisco Capital since 2013. Kisco Capital provides portfolio management and investment advisory services to individual and high-net-worth clients, using a written Investment Policy Statement to align with client goals, tax considerations, and risk tolerance. The firm employs various analytical methods and trading strategies, offers discretionary portfolio management, and distributes a no-fee market-update newsletter several times monthly.

James Vorchheimer is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Integrated Financial Consulting, LLC. He has been with the firm since 2002. Integrated Financial Consulting provides fee-only financial planning and investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, estates, and small businesses. The firm uses a functional asset allocation framework with mutual funds, ETFs, individual securities, and bonds, operating primarily on a non-discretionary basis and offering non-securities advice such as tax and estate planning.

Muthiah Saravanan is a financial advisor with 13 years of industry experience, currently practicing at JSSR Capital LLC. He holds Series 63 and Series 65 licenses and has prior work history with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and Allstate Insurance Co. JSSR Capital LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental, and technical analysis to manage investment strategies ranging from long-term holdings to short-term trading, including derivatives, and maintains a small, concentrated client base.

Daniel Shaffer is the sole advisor at Shaffer Asset Management, Inc. in Greenwich, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been managing his independent firm since 1998. His career includes hedge-fund experience and activities in publishing and public speaking. Shaffer Asset Management, Inc. provides discretionary portfolio management and investment supervision to individuals, trusts, pension and profit-sharing plans, charitable organizations, partnerships, and corporations. The firm employs an equity-focused Absolute Investment Strategies Program that combines technical, fundamental, and cyclical analysis to seek positive returns regardless of market direction, managing accounts to program objectives rather than benchmark-relative targets.

Christopher Conover is a financial advisor at Hudson Companies with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Hudson Valley Wealth Management for 18 years. Outside of finance, he serves as president of Hudson Private Corp, where he acts as an executive producer on film and television projects, and he is involved administratively with HV Treatment Partners, an outpatient treatment facility. Hudson Companies provides investment management and financial planning services to individuals, high-net-worth clients, and institutional clients. The firm uses model portfolios emphasizing mutual funds, ETFs, equities, and fixed income, and incorporates fundamental and cyclical analysis, treating cash as an asset class. It also offers retirement plan consulting and periodic comprehensive reporting, alongside occasional film investment advice for select clients.

Peter Gallagher is a financial advisor with Unified Retirement Planning Group in Briarcliff Manor, NY. He holds the ChFC® designation as well as Series 63 and 65 licenses and has 31 years of industry experience. His work history includes multiple tenures at Unified Retirement Planning Group and Commonwealth Financial Network. He spends a small portion of his time involved in fixed insurance sales. Unified Retirement Planning Group provides retirement-focused financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and economic analysis alongside strategic asset allocation and long-term investment strategies, and it sponsors a wrap-fee program that bundles management and administrative services into a single fee.

Douglas Perkins is the sole advisor at Divergence Capital Management in Greenwich, CT, holding Series 63 and Series 66 designations with 30 years of industry experience. He has worked at several firms including Avantax Advisory Services, Old City Securities, and Brookstreet Securities Corporation. Since 2007, he has been managing portfolios through Divergence Capital Management. Divergence Capital Management provides discretionary portfolio management primarily to individual clients using a stock-selection strategy that incorporates top-down macroeconomic analysis and company-specific fundamentals. The firm constructs highly customized, concentrated portfolios with a range of asset types, including equities, debt instruments, commodities, and currencies.

David Kelly is a CFA® charterholder with 28 years of experience in the financial industry. He is the principal advisor at Three Lakes Advisors, Inc., an independent firm he has been with since 1996. Since 2015, he has also served as an independent trustee of the Abacus FCF ETF Trust. Three Lakes Advisors provides discretionary and nondiscretionary investment management primarily for individual clients, including high-net-worth individuals, as well as small businesses and charitable organizations. The firm combines technical charting with fundamental analysis to implement long- and short-term investment strategies and maintains ongoing client account reviews.

Jacob Bayer is a financial advisor at Good Luck NY Inc. He holds a Series 66 designation and has experience working since 2023 with firms including LUMINEXT Inc and CETERA Financial Specialists LLC. Prior to his financial advisory roles, he was associated with BNEI YAKOV YOSEF OF MONSEY for nine years. Good Luck NY Inc. provides discretionary and non-discretionary asset management along with financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental and cyclical analysis as well as Modern Portfolio Theory, tailoring strategies to client goals and risk tolerances.

William Ferdinand is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at The WF Group, LLC since 2012, an independent firm based in Greenwich, CT. The WF Group primarily serves high-net-worth individuals, offering personalized portfolio management and discretionary investment advice. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long-term, short-term, trading, and option-writing to construct customized portfolios aligned with client objectives.

Joseph Pellegrino is the sole advisor at P-Squared Capital Management in Greenwich, CT, with 22 years of industry experience. He holds the CFA® designation and has managed P-Square Investments LLC since 2002. P-Squared Capital Management is an independent, single-advisor firm providing discretionary portfolio management for individual and family clients. The firm employs a combination of top-down and bottom-up analysis, using fundamental, technical, and quantitative methods to construct diversified portfolios across equities, alternative investments, and fixed income.