Adam Kalender is a CFP® with 28 years of industry experience. He is currently with Milestone Asset Management Group, LLC and has previously worked at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also serves as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index funds and ETFs, with tailored investment plans based on each client’s objectives and risk tolerance.

Joseph Lee is a financial advisor at The David J. Yvars Group Inc. with four years of industry experience. He holds a Series 66 designation and has been with the firm since 2023. Outside of his advisory role, he serves as a clubhouse manager for the New York Yankees, a position he has held since 1995. The David J. Yvars Group Inc. advises individual and high-net-worth clients, as well as pension plans, trusts, and corporations. The firm provides discretionary portfolio management and integrated financial planning, using a combination of fundamental, technical, and cyclical analysis to construct customized portfolios tailored to client goals and restrictions.

Peter Heine is a financial advisor at Strong Wealth Advisors, LLC with professional credentials including Series 65 and Series 63 licenses. He has over 15 years of industry experience, having worked previously at Smith Graham & Co Investment Advisors L.P. and Loop Capital Asset Management. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, and consulting services. The firm offers customized portfolio construction using a variety of analysis methods and manages private pooled investment vehicles, often with performance-based fee structures for qualified accounts.

Anthony Daria is a financial advisor at Strategic Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Wealth Management since 2006. Strategic Wealth Management primarily serves individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management, retirement planning, and other financial services. The firm uses model portfolios focused on diversification through ETFs and mutual funds and manages predominantly non-discretionary assets for a client base of everyday investors.

Larry Luxenberg is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Lexington Avenue Capital Management, LLC since 2001. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm emphasizes long-term, diversified portfolios using low-fee passive mutual funds and ETFs, incorporates behavioral-finance insights, and operates under a formal ERISA fiduciary framework for retirement-plan advice.

Jeffrey Gibs is a financial advisor at Volumetric Advisers with five years of industry experience. He holds Series 63 and Series 65 designations and has been with Volumetric Advisers since 2015. Volumetric Advisers primarily provides investment advisory services to the registered mutual fund Volumetric Fund, Inc., along with portfolio management for separately managed accounts and advisory services to individuals and small businesses. The firm uses a proprietary volume-and-trend methodology called the “Volume and Range” system to guide its investment decisions.

Timothy Bradley is a financial advisor with Dynamic Trading Management, LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Dynamic Trading Management since 2007 and also works with Cabot Lodge Securities LLC. Outside of advisory services, he owns the Timothy Bradley Agency, a transactional business related to broker-dealer and insurance products. Dynamic Trading Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and investment advice primarily to individuals, trusts, and estates. The firm employs a multi-faceted investment approach combining macro analysis with fundamental and technical security selection, focusing mainly on equities and cash, and manages accounts with customized plans based on client objectives, risk tolerance, and tax considerations.

Byron Stinson is a financial advisor with Hudson Portfolio Management LLC who holds 23 years of experience at the firm and a total of 40 years in the financial services industry. He is also President of Hudson Financial Group, Inc., a company providing broad-based financial advice and tax preparation services. Hudson Portfolio Management LLC is a fee-only, SEC-registered investment adviser serving private individuals, families, trusts, estates, small family businesses, and certain nonprofit organizations. The firm emphasizes asset allocation and diversification, using independent research and a range of investment tools to tailor portfolios to client objectives and risk tolerance.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

Kent Sheng is a CFA charterholder with 24 years of industry experience. He has been with Tandem Capital Management, Inc. since 1991, serving in his current role for over three decades. Outside of his advisory work, he serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual and high-net-worth clients. The firm employs an actively managed growth-at-a-reasonable-price equity strategy combined with selective fixed-income investing and integrates wealth planning with portfolio management.

Lauren Wong is a CFA® charterholder with 24 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. Wong also serves as Vice President of SYS INVESTORS CORP., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity strategy combined with selective fixed-income security selection and integrates wealth planning into its portfolio management.

William Chen is a financial advisor at Tandem Capital Management, Inc. with eight years at the firm and a total of four years in the industry. He holds a Series 65 designation and previously worked at CLSA Americas for two years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial planning for individual clients, including high-net-worth households. The firm manages approximately $280 million across about 84 client relationships, employing a growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrated wealth planning.

Matthew Krusko is a CFP® professional with 13 years of experience in financial advising, currently serving at Golden Bay Advisors LLC since 2013. He holds the Series 66 designation and is based in Chappaqua, NY. Golden Bay Advisors primarily serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial planning. The firm’s investment strategy emphasizes exchange-traded funds supplemented by individual stocks, mutual funds, and various equity and debt instruments, managing approximately $295.7 million in assets across about 147 accounts.

Claudia Rodriguez is a financial advisor at Cenacle Partners with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Calyx Capital Advisors, LLC since 2013. Cenacle Partners provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, charitable institutions, foundations, and endowments. The firm employs a range of investment strategies including long-term, short-term, trading, and options, supported by research from financial periodicals and custodial firms, with most accounts managed on a discretionary basis.

Anthony Pagano is a financial advisor with Joseph P. Lucia & Associates, LLC, holding a Series 66 credential and bringing 21 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments and Client One Securities. Joseph P. Lucia & Associates provides wealth management services to individuals, including high net worth clients, and small businesses, combining portfolio management with financial, insurance, and estate planning. The firm employs a broad investment approach tailored to client suitability and manages portfolios with regular monitoring and annual reviews.

Alberto Libertini is a financial advisor at L&L Partners Wealth Management, LLC in Suffern, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with L&L Partners Wealth Management since 2006. L&L Partners Wealth Management provides discretionary portfolio management and related advisory services to individuals, charitable organizations, corporations, and other investment adviser clients. The firm employs a range of investment strategies, including fundamental and technical analysis, and uses derivatives and ETFs to construct and monitor individualized portfolios.

Lawrence Blau is a CFP® professional with five years of industry experience, currently serving at LL Financial Services, LLC, where he has worked since 2016. In addition to his advisory role, he owns and operates a photography business, Larry's Eyes, LLC, based in Ossining, NY. He also provides tax preparation and accounting services through LL Financial Services, dedicating the majority of his time to these activities alongside his financial advisory duties. LL Financial Services, LLC is a small, state-registered advisory firm that serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers written financial planning, portfolio management, and retirement-plan consulting, emphasizing an individualized investment approach grounded in fundamental analysis and tax-aware asset allocation tailored to client goals and circumstances.

Joseph Lucia is a financial advisor with Joseph P. Lucia & Associates, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Great American Investors while leading his own firm since 2008. Lucia also engages in insurance and annuity business through Ash Brokerage. Joseph P. Lucia & Associates serves individuals, including high net worth clients, and small businesses with integrated wealth management services encompassing portfolio management, financial planning, insurance planning, and estate planning. The firm emphasizes client suitability in its investment strategies, utilizes both long-term and tactical techniques, and manages an unusually high client load relative to its size.

Daniel Griffin is a financial advisor at Wesfair Advisory Group, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles at Wesfair Advisory Group and affiliated entities since 2014. Outside of advising, he is co-owner of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and owner of Wesfair Agency, Inc., a property casualty insurance firm. Wesfair Advisory Group provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing individualized investment strategies and quarterly reviews, and maintains affiliations with licensed insurance and tax services.

John Sloan is a financial advisor at Joseph P. Lucia & Associates, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with Joseph P. Lucia & Associates since 2008. Joseph P. Lucia & Associates serves individuals, including high net worth clients, and small businesses by providing integrated wealth management services such as portfolio management, financial planning, insurance planning, and estate planning. The firm uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical trading strategies, maintaining a high client-to-advisor ratio.