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.

Ronn Yaish is the sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 11 years of industry experience, having founded Yaish Financial Services LLC in 2015. Outside of advisory work, Yaish is involved in life insurance sales and operates Yaish Media Group, an online business offering courses and educational content on leadership, marketing, and personal finance. Yaish Financial provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed, asset-class model portfolios, with a formal pension consulting practice that includes fiduciary services and participant education.

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.

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.

Bruce Julien is the sole advisor at Julien Planning, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked in wealth management and financial planning since 1991, including roles at National Wealth Management, LLC and his own firms, Julien Financial, LLC and Julien Planning, LLC. Julien also operates as an insurance agent and tax preparer through affiliated businesses. Julien Planning, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a goal-driven investment process using fundamental and technical analysis and offers portfolio management alongside financial planning covering retirement, taxes, employee benefits, and estate matters.

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.

Johan Devoogd is a financial advisor at American European Asset Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. American European Asset Management provides discretionary asset and portfolio management to private individuals, tax-deferred accounts, trusts, and small institutional clients, including tax-exempt foundations and other not-for-profit entities. The firm employs a fundamental analysis-driven approach focused on durable competitive positions and conservative balance sheets, and is notable for its work with charitable organizations and nonprofit investment committees.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Mark Santangelo is a CFP® with 28 years of experience in financial advisory services. He is the principal of Titan Financial Services, LLC and also owns a CPA firm, Marsan Associates, PC. In addition to his financial and accounting work, he is involved in real estate development and management through Emerson Associates, LLC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, using client-specific investment policy statements combined with model asset-allocation portfolios and a multi-method security selection process.

Salo Aizenberg is a financial advisor at Downtown Investment Advisory with four years of industry experience. He holds a Series 65 designation and has been associated with Maytal Asset Management LLC since 2013. Downtown Investment Advisory is an independent SEC-registered firm managing approximately $125 million in discretionary accounts for individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on customized fixed-income portfolios with individually selected bonds and income-producing securities, alongside equity index ETFs, applying fundamental, technical, and credit analysis to support long-term growth, income, and capital preservation.

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.

Richard Blonstein is a CFP® professional with 19 years of industry experience and over 25 years as a CPA. He is the sole advisor at Broad Wealth Management, Inc., an independent firm based in Rye, NY. In addition to his advisory work, he is involved in tax compliance and financial planning through his accounting practice. Broad Wealth Management, Inc. provides personalized financial planning and investment counseling for high-net-worth individuals, trusts, estates, and businesses. The firm uses a counseling-oriented approach without discretionary trading authority, integrating tax and accounting expertise into its services.

Brian Deane is a CFP®-certified financial advisor with 12 years of industry experience. He has been the sole advisor at Apostolic Financial Advisors, LLC since 2013. Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and active strategies such as short sales, margin transactions, and options writing.

John Evans is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Hudson Capital Management Inc. He has worked at Leigh Baldwin & Co., LLC since 2016. Outside of advising, he works seasonally as a tax preparer and provides financial planning services including Medicare planning, long-term care, 401(k) plans, and life insurance. Hudson Capital Management Inc. is an independent registered investment adviser serving individual clients, small businesses, charitable organizations, and retirement plans. The firm offers fee-based financial planning, portfolio management, and qualified plan consulting, primarily managing client accounts on a non-discretionary basis.

David Lewis is a financial advisor at Velbridge Wealth Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including MML Investors Services LLC, Northwestern Mutual, Prudential, and Allstate. Outside of his financial advisory role, Lewis owns Mogul Protection Agency LLC, a private investigation and security firm, and serves as Director of Registration at the Church of Scientology in New York City. Velbridge Wealth Advisors LLC offers investment management, financial planning, consulting, and pension services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a long-term, customized investment approach based on fundamental analysis and asset allocation, with ongoing account reviews and discretionary management available when authorized.

Patrick Hsu is the sole advisor at Hawkeye Investment Management LLC in Demarest, NJ, holding Series 65 and Series 66 licenses with 14 years of industry experience. He has managed Hawkeye since 2011. Outside of investment management, Hsu works as a licensed New Jersey REALTOR. Hawkeye Investment Management provides discretionary investment management primarily to individuals, families, trusts, and small-business retirement plans, focusing on larger or qualified investor accounts. The firm employs a discount capture strategy in closed-end funds, utilizing both hedged long/short and long-only approaches, with portfolio management supported by Morningstar data and Insider Score institutional ownership information.

Jeffrey Weintraub is the principal and sole advisor at Dr. Jeff Finance, LLC, an independent firm based in Rye Brook, NY. He holds the CFP® designation and a Series 65 license, with nine years of experience advising clients. Prior to founding his firm, Dr. Weintraub worked as an emergency physician at Norwalk Hospital and continues to practice part-time at Greenwich Hospital. He also prepares personal income tax returns for clients and participates in the IRS Annual Filing Season Program. Dr. Jeff Finance, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, and businesses. The firm integrates tax preparation and insurance assistance with a long-term investment approach that combines passive allocations and various analytical methods, offering socially responsible investing options and a holistic focus on wealth and health.

Prem Hira is the principal and sole advisor at Investry, LLC, an independent registered investment advisory firm. He holds a Series 65 designation and has five years of industry experience. Prior to founding Investry in 2020, he was involved with Hira Investments, LLC, a family-managed private investment fund, where he performs administrative duties outside of trading hours. Investry, LLC manages approximately $9.63 million in discretionary assets for a small client base, offering portfolio management, financial planning, and tax preparation services. The firm generally employs a passive investment strategy using index funds and ETFs, with the option for socially responsible investing based on client preferences.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.