Janelle Durbin is a financial advisor at Main Street Research LLC with a Series 65 designation and three years of industry experience. She previously worked at LPL Financial and Nicole E Stokes, among other firms. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, using a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios.

Brian Di Filippo is a financial advisor at D'Arcangelo Financial Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience working with Prager Metis CPAs LLC and D'Arcangelo & Co. LLP. Outside of his advisory role, he is a partner at Arlington Professional Suites LLC, a real estate management business. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to a range of clients, including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting, using long-term allocation strategies implemented through mutual funds, ETFs, and selected alternatives.

Peter Fiorita is a CFP® with 15 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2021. His prior experience includes roles at UBS Financial Services, Fiorita Group LLC, and the City of Stamford. He holds a Connecticut Justice of the Peace designation. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across a multi-advisor team. The firm emphasizes tailored investment advice through a structured policy process, focusing on individual securities with diversification strategies including ETFs and ESG models.

Michael Betros is a financial advisor with D'Arcangelo Financial Advisors, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 17 years of industry experience. He has worked at PragerMetis CPAs LLC since 2020 and has operated Michael C Betros Corp. since 2014, alongside his long tenure at D'Arcangelo Financial Advisors dating back to 1999. Betros also serves as trustee for multiple irrevocable trusts. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services primarily to employer-sponsored retirement plans, trusts, estates, and charitable organizations, emphasizing pension and 401(k) plan consulting. The firm’s investment approach focuses on long-term allocations through mutual funds, ETFs, and selected alternatives guided by written investment policy statements and periodic reviews.

Jacob Margo is a financial advisor at Main Street Research LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Fisher Investments and JP Morgan Securities LLC. He has been with Main Street Research since 2021. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions through a multi-advisor team. The firm delivers comprehensive financial planning and discretionary investment management with an emphasis on tailored portfolios that include individual securities and ETFs, serving both non-high-net-worth and high-net-worth clients.

Roman Le Febure is a financial advisor at Main Street Research LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions. The firm follows a multi-advisor team approach and emphasizes customized investment strategies based on fundamental, quantitative, and technical analysis.

Nancy Coenen is a CFP® professional with 12 years at Quint Investments and Insurance, including five years of industry experience. She operates from Wappingers Falls, NY, as part of an eight-advisor team. Nancy is affiliated with Hudson Valley Wealth Management Group, the advisory arm of Quint Wealth Management, Inc., which manages approximately $110 million for around 400 clients. The firm serves individual investors and employer-sponsored pension and profit-sharing plans, employing a long-term investment approach with mutual funds and ETFs, and provides customized portfolio management and financial planning services.

Derek Lavery is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. He also serves as an administrator or trustee for family and non-family estates and trusts. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party model strategies, with an emphasis on risk-managed, tax-aware investment approaches.

Michael Spero is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and Axa Advisors before joining RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies, employing a mix of actively managed and passive models with an emphasis on risk-managed approaches.

Kavian Burke is a financial advisor at B. Riley Wealth Advisors, Inc. with nine years of industry experience. He previously worked at LPL Financial, LLC and Hudson Valley Credit Union. Burke holds the Series 63 designation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Seth Stammler is a CFP® and CFA® with 11 years of industry experience. He has worked at Forum Financial Management, LP since 2018 and previously held roles at Bluestone Financial Management, LLC and Morgan Stanley & Co. LLC. Stammler is based in Rhinebeck, NY. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for independent RIAs, implementing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Anthony Wojda is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wojda holds a partial ownership stake in Oak Group Wealth Management LLC, where he also serves as a trustee. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and third-party portfolio management strategies alongside tailored asset allocation.

Sarah Babcock is a financial advisor at RFG Advisory, LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Carlos Perez and Equitable Advisors. Before entering the financial industry, she was involved in the salon business. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, alternative investments, and annuity management, utilizing both actively managed and passive strategies with a focus on risk management.

Irene Monck is a Series 66-credentialed advisor at B. Riley Wealth Advisors, Inc. with 18 years of industry experience. She has previously worked at National Securities Corporation and Gilman Ciocia, Inc. Monck serves as president of the Arlington Rotary Club in Poughkeepsie, NY. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm offers a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

Gary Ben Ezra is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Prior to joining Arax in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Outside of his advisory role, he has a 50% ownership interest in Dexter & Benjamin LLC, a thoroughbred stable in Poughkeepsie, NY. Arax Advisory Partners is a multi-team SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management, third-party models, and tailored asset-allocation strategies.

Michael Amoroso is a financial advisor at Vanderbilt Advisory Services with two years of industry experience. He holds a Series 66 credential and has worked at several firms, including YourStake PBC and JSA Sustainable Wealth Management. Outside of his advisory role, he participates in compensated surveys related to financial advisor technology platforms. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Kyle Odell is a CFP® professional with 15 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. He previously worked at Fidelity Brokerage Services LLC for nine years before joining B. Riley in 2024. Odell also holds a senior vice president role at B. Riley Wealth Insurance, focusing on fixed insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing over $7 billion in client assets through approximately 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Hayden Peek is a financial advisor at Arax Advisory Partners with one year of industry experience. He previously worked at Wells Fargo Advisors for two years and has an educational background including New York University. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal management, third-party models, and tailored asset allocation, offering various advisory and management services.

Denise Morgantini is a financial advisor at Arax Advisory Partners with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, with unique use of performance-based fees and carried-interest structures for qualified investors and private funds.

Alexander Frederick is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corporation. Outside of his advisory role, he is a partner and business manager at Prime Wealth Management, LLC, where he provides income tax planning and preparation services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.