Michael Los is a financial advisor at Congress Park Capital LLC with 9 years of industry experience. He holds a Series 65 designation and has been with Congress Park Capital since 2015. Prior to that, he worked at Safeco Alarm Systems Inc. for 12 years. Congress Park Capital LLC provides discretionary asset management and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $422 million and employs a range of investment strategies, including leverage and derivative techniques, with portfolios reviewed at least quarterly.

Christopher McCarthy is a financial advisor with Retirement Planning Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hazard & Siegel Advisory Services. He also owns a fixed insurance and annuity sales business that has been operating since 1985. Retirement Planning Group is a five-advisor team providing discretionary wealth management and comprehensive financial planning for individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside bonds and options, with portfolio management tailored to each client’s goals and risk tolerance.

Joseph Canty is a CFP® with one year of industry experience, currently serving as an advisor at Canty Financial Management, Inc. since 2019. He has also been affiliated with the University of Tampa since 2014. Canty Financial Management serves a diverse clientele, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning with an emphasis on tax-aware strategies, combining investment advisory services with integrated income tax preparation and tax planning.

Kyle Wasson is a CFP® with seven years of industry experience, currently serving as an advisor at Inside Edge Capital Management, LLC. His prior roles include positions at Richard P Slaughter Associates and Austin Yardisan, LLC. Outside of his advisory work, he has experience in landscape and fence business operations. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing.

Philip Gallant is a financial advisor with Optimus Wealth Management Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Gallant is also the managing partner and insurance agent at The Optimus Group, LLC, and is involved with Vital Tax Solutions, Inc., which provides tax planning and tax return services. Optimus Wealth Management Group, Inc. offers personalized financial planning and retirement income planning to individual and high-net-worth clients. The firm refers clients to third-party money managers for asset management and focuses on comprehensive planning using portfolio analysis and retirement outcome modeling.

Jeremy Price is a CFP®-certified financial advisor with four years of industry experience. He is currently with Retirement Planning Group, LLC and holds a Series 66 license. His prior experience includes roles at Goldman Sachs, Chubb Insurance, Penn Mutual, and Northwestern Mutual. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with portfolio decisions implemented on a discretionary basis tailored to each client's goals and risk tolerance.

Richard Finelli is a financial advisor at Graney & King, LLC with 20 years of industry experience. He holds Series 65 and Series 63 designations and has maintained a CPA practice since 1987. His work history includes roles at LPL Financial, Linsco/Private Ledger Corp, and his own CPA firm. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm manages approximately $484 million across nearly 800 client relationships and delivers investment services primarily through LPL Financial’s platforms and sponsored programs.

Jason Dongelewic is a Series 65 licensed advisor at Marathon Mission, Inc. with one year of industry experience. Prior to joining Marathon Mission, he was a student for several years. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million in client assets.

Dominick Trimarchi is a financial advisor at Trimarc Wealth Management LLC with 27 years of industry experience. He previously worked at Goldman Sachs Wealth Services for 11 years and Leerink Partners LLC for 2 years. He holds Series 63 and Series 65 licenses. Trimarc Wealth Management LLC provides investment supervisory services and comprehensive financial planning primarily to high net worth individuals and charitable organizations. The firm integrates multiple analytical approaches with a long-term investment orientation and manages approximately $240.9 million in client assets.

Phillip Monthie is a financial advisor at Monthie Wealth Advisors with three years of industry experience. He holds Series 65 and Series 66 designations and also practices as an attorney, assisting clients with estate planning. Prior to his current role, his background includes work at an independent family office and several law firms. Monthie Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, quantitative, and technical analysis to implement portfolios across various asset classes and integrates multi-disciplinary legal and accounting capabilities alongside traditional investment management.

Stephen Kyne is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Sterling Manor Financial, LLC since 2016. He previously worked at Cadaret, Grant & Co., Inc. for 15 years. Outside of his advisory role, he holds leadership positions in multiple local organizations, including serving as treasurer and director for community preservation and cultural institutions in Saratoga Springs. Sterling Manor Financial, LLC is an SEC-registered investment adviser managing approximately $201 million for nearly 400 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning, employing a variety of analytical approaches and maintains a wrap-fee program alongside insurance and annuity product offerings.

Stephen Monthie is a CFP® professional with three years of experience at Monthie Wealth Advisors. He is also an attorney at Monthie Law Firm, where he has practiced for over 30 years advising on legacy and estate planning as well as tax preparation. Monthie Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, customizing investment strategies based on client goals and risk tolerances. The firm employs a combination of fundamental, quantitative, and technical analysis and conducts regular account reviews, generally operating with discretionary trading authority and custody at Schwab Institutional.

Todd Gordon is a financial advisor with Inside Edge Capital Management, LLC, holding a Series 65 designation and four years of industry experience. He is the founder of Plan My Trade LLC, providing investment research, and has contributed to NBC Universal as a TV contributor since 2010. Additionally, he is a minority owner of Upstate Distilling Company. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages approximately $44.8 million across two advisors.

James Durkee Jr. is a CFP® professional with 13 years of industry experience, currently serving at Tailored Wealth Solutions since 2026. Prior to joining Tailored Wealth Solutions, he worked at Target Corp for nine years and had brief tenures at Bank of America and Merrill in 2016. Tailored Wealth Solutions, LLC offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both strategic and tactical asset allocation, incorporating a broad range of investment instruments while emphasizing client education through newsletters and seminars.

Kristopher Kopyc is a financial advisor with Retirement Planning Group, LLC, holding Series 65 and Series 63 designations and one year of industry experience. He has worked at Purshe Kaplan Sterling Investments and has prior experience in hospitality-related roles. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach emphasizes long-term, diversified portfolios primarily composed of low-cost mutual funds and ETFs, with active use of bonds and options as needed, managing roughly $375 million for over 1,000 clients.

Michael Steiner is a financial advisor at Congress Park Capital LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Congress Park Capital since 2012. Outside of his advisory role, he is part owner and president of The Steiner Corporation, a dog-related services business. Congress Park Capital provides discretionary asset management and retirement plan consulting to individuals, high net worth clients, and employer-sponsored plans. The firm manages approximately $366 million in assets and employs a range of investment strategies including fundamental and technical analysis, with portfolios reviewed quarterly.

Laura Sodorsky is a financial advisor at Marathon Mission, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Marathon Mission since 2019, following two years at Auto/Mate Inc. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches and manages approximately $154.7 million in assets.

Raymond Martin is a financial advisor at Crescent Hill Partners LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crescent Hill Partners in various capacities since 2013. Crescent Hill Partners LLC provides investment advisory and financial counseling services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a mix of proprietary analysis, fundamental and technical methods to manage portfolios, offering both discretionary and non-discretionary management alongside written financial plans and alternative investment options.

Amy Taylor is a financial advisor at Optimus Wealth Management Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Optimus Wealth Management Group since 2021, with prior experience at FM Global. Taylor is also involved in an affiliated insurance agency through The Optimus Group, LLC. Optimus Wealth Management Group provides personalized financial planning, retirement income planning, and portfolio review services primarily to individual and high-net-worth clients. The firm refers clients to third-party money managers for asset management while conducting periodic reviews and coaching, operating with a small advisory team.

Julianne Sciandra is a CFP® professional with 15 years at Capital Financial Advisors of New York, LLC and four years of industry experience. She operates as the sole advisor at her firm, which is based in Clifton Park, NY. Capital Financial Advisors of New York, LLC offers fee-only financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and business owners. The firm manages approximately $232 million in mostly discretionary assets using strategic asset allocation with global diversification, primarily through no-load mutual funds, ETFs, and individual fixed-income securities.