Marilyn Vander Plaat is a financial advisor at Wealth Creation Management Group LLC with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2019. Prior to that, she worked at United Planners' Financial Services of America and Invest Financial Corporation, and has also operated as a sole proprietor since 2017. Outside of her advisory role, she serves as a bookkeeper for a family-owned funeral home, Vander Plaat Memorial Home LLC, a position she has held since 1985. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm uses a personalized investment approach combining fundamental, technical, charting, and cyclical analysis, and offers free public seminars and workshops as part of its client education efforts.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Lindsay La Fleur is a financial advisor at LL Financial Services, LLC with 10 years of industry experience. She holds a Series 63 designation and has been with LL Financial Services since 2016. LL Financial Services, LLC is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides customized financial planning, portfolio management, and retirement-plan consulting, managing approximately $35.8 million for about 64 clients, and offers in-house accounting and tax-preparation services alongside investment advice.

Andrew Aran is a CFA® charterholder with 17 years of industry experience. He has been with Hudson Capital Management LLC, doing business as Regency Wealth Management, since 2010. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm manages approximately $538 million in regulatory assets and employs a combination of fundamental and technical analysis to deliver personalized investment strategies.

Malka Lieblich is a CFP® professional with six years of industry experience, currently serving at Savlan Wealth Partners. Her prior experience includes five years at Commonwealth Financial Network and roles at Avantax Investment Services and Touro College. She is also involved in tax preparation through Lieblich Financial Services. Savlan Wealth Partners is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, trusts, estates, tax-exempt organizations, qualified retirement plans, and corporations. The firm emphasizes strategic asset allocation, diversification, and a blend of passive and active investment strategies with a focus on tax-sensitive techniques and tailored portfolios.

Mark Andraos is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Regency Wealth Management since 2019 and has prior experience at Fountainhead Asset Management, Heller Wealth Advisors, and Prestige Wealth Management Group. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, primarily catering to clients with investible assets above $1 million. The firm emphasizes individualized investment policy statements, combining fundamental and technical analysis to manage portfolios with a focus on long-term holdings alongside tactical strategies.

David Lieblich is a CFP® with 13 years of industry experience. He is currently affiliated with Savlan Wealth Partners and has previously worked at Commonwealth Financial Network and Avantax Investment Services. In addition to financial advising, he is involved in tax preparation through his private entity, Lieblich Financial Services Inc. Savlan Wealth Partners is an SEC-registered investment adviser offering portfolio management and financial planning to individuals, trusts, tax-exempt organizations, and corporate clients. The firm emphasizes strategic asset allocation, diversification, and combines passive and active strategies tailored to clients’ financial goals and risk profiles.

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and nearly 50 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. She is the owner of Strategic Planning Inc., focusing on life insurance sales, and serves on the Board of Trustees for Keiser University and Everglades University. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization through software-driven techniques and manages portfolios directly or through sub-advisors.

Sviatlana Maslava is a financial advisor at Orange Investment Advisors, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at KBK Wealth Management LLC, Benjamin F. Edwards & Co., Wells Fargo Clearing Services LLC, and Morgan Stanley. She is the owner of SvetConsulting, LLC, a private entity that provides notary services. Orange Investment Advisors is a team firm offering portfolio management, financial planning, and consulting services to individual and institutional clients. The firm employs a tailored asset allocation approach focused on growth at a reasonable price, integrating economic analysis with fundamental and technical research across multiple asset classes.

Scott Drown is a financial advisor at Regency Wealth Management with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Beacon Pointe Advisors and Heller Wealth Advisors. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, typically with investible assets above $1 million. The firm creates individualized investment policy statements, combining fundamental and technical analysis to manage portfolios primarily on a discretionary basis, and offers financial planning and retirement plan consulting.

Michael Rundle is a CFP® with 12 years of industry experience, currently serving as an advisor at Orange Investment Advisors, Inc. He has worked at Hudson Valley Investment Advisors, Inc. since 2006. Orange Investment Advisors, Inc. is an SEC-registered investment adviser serving individual, high-net-worth, and institutional clients. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and offers a range of services including portfolio management, financial planning, 401(k) consulting, and mutual fund management.

Gabriella Del Monaco is a CFP® professional with three years of industry experience, currently advising at Instrumental Wealth, LLC. She previously worked at Ameriprise Financial Services, LLC and Cambridge Investment Research Advisors, Inc. Gabriella holds licenses as a New York insurance agent, focusing on life, health, and variable insurance products. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance and objectives, employing a range of investment vehicles and offering integrated planning services for business owners.

Bryan Kabot is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Regency Wealth Management since 2013. Regency Wealth Management is a fee-only advisory firm serving individuals, including high-net-worth clients, and institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in managing discretionary accounts and emphasizes coordinated financial planning and investment management.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Colin Heafy is a financial advisor with Key Group Management, Inc. in Ramsey, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. Outside his advisory work, he is a partner in software development for client onboarding and maintains a real estate license for personal use. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm provides non-discretionary investment advice and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. He serves as president of 100 Donors Inc., a registered nonprofit organization. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients through asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes third-party research and proprietary portfolio models, managing diversified investment strategies tailored to client objectives and risk tolerance.

Timothy Conboy is a financial advisor at Key Group Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He also offers insurance product sales and service, including variable annuity products. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs fundamental analysis with a variety of investment strategies and coordinates tax planning through an affiliated tax practice.

Moshe Cysner is a CFP® professional with over 40 years of experience in the financial services industry. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at American Portfolios Financial Services, OSAIC, and Nathan & Lewis Securities, Inc. Outside of his advisory role, he is actively involved in the sale of fixed life and health insurance products through his own business activities. Onyx Bridge Wealth Group LLC advises individuals, trusts, estates, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and proprietary portfolio models incorporating ETFs, alternative investments, and tax-management strategies to tailor accounts to client objectives.

James Serkes is a financial advisor at Orange Investment Advisors, Inc. with 23 years of industry experience. He previously worked at Jefferies & Company, Inc. for eight years and has been with Hudson Valley Investment Advisors, Inc. since 2021. Outside of his advisory role, he is the owner of Leo's Tavern, a restaurant in Garden City, NY. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and investment consulting. The firm uses a growth-at-a-reasonable-price framework that integrates economic analysis with fundamental and technical research across various asset classes.

Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Purshe Kaplan Sterling Investments. He also spent eight years as a self-employed advisor prior to joining his current firm. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management using customized and model-based portfolios across multiple risk strategies.