Jay Goodgal is a financial advisor with J.C. Goodgal, Inc. based in Pound Ridge, NY, holding Series 63 and Series 65 licenses and four years of industry experience. He has served as Chief Executive Officer of Pawwtners Inc., a social media company, since 2021. His background includes involvement with multiple investment and agricultural companies in director and managing partner roles. J.C. Goodgal, Inc. provides discretionary investment advisory and asset management services to individuals, high-net-worth clients, small pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with active satellite positions, managing globally diversified portfolios across various asset classes.

Ethan Blinder is a financial advisor at Calm River Capital LLC with a Series 65 designation and two years of industry experience. He has been with Calm River Capital since 2022 and is also involved with Nesor New York, LLC. Outside of his advisory role, Blinder holds multiple leadership positions in real estate investment and management companies. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients. The firm focuses on equity and ETF investments, utilizing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.

James Osborn is a financial advisor at Envest Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Energy Power Management I, LLC. Osborn maintains membership interests in Energy Power Investment Holdings, an activity that occupies less than 10% of his time. Envest Asset Management advises individuals, including high-net-worth clients, as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers portfolio management and financial planning services, applying a holistic approach that may include socially responsible and ESG investing alongside traditional strategies.

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind. If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place. ★ WHAT MAKES ME DIFFERENT I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals. As a career changer and father of two teenage boys, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them transition into their vision of a successful retirement. ★ SPECIALTIES • Retirement Planning • Portfolio Management • Approaching Retirement • Late-Career • Retirement Income Planning • Asset Allocation Strategies • Fund Selection • Ongoing investment monitoring • Life Transitions • Sudden Money Situations • Dealing with the loss of a spouse • Dealing with an Inheritance • Dealing with Stock Options • Help with 401(k) and IRAs • College Education Planning • Cash Flow Planning • Coordination with other professionals

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.

Michael Durante is a CFP® with 15 years of industry experience, currently serving at Infiniti Wealth Management in Brewster, NY. He has been with Durante & Waters, LLC since 2003. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates. The firm focuses on asset allocation and diversification, using mutual funds and ETFs alongside low-correlation securities, and emphasizes tax- and cost-efficiency without attempting to time the market.

Financial planning isn’t just about accumulating wealth — it’s about making thoughtful decisions with your money so it supports the life you want to live. As a fee-only financial planner, I work with individuals and families who want clarity and confidence around their financial decisions. My role is to help organize the many moving parts of your financial life and guide you through important choices about saving, investing, taxes, retirement, and major life transitions. Many people feel overwhelmed by financial complexity. My goal is to simplify those decisions and help you move forward with a clear plan. Financial planning is not a one-time event — it’s an ongoing process. As your life evolves, your financial strategy should evolve with it. A Planning Philosophy Focused on “Return on Life” I believe financial planning should help people maximize their Return on Life, not just their investment returns. Money is a tool that should support meaningful experiences, opportunities, and the things that matter most to you. My approach focuses on helping clients: • Align financial decisions with their personal values • Build financial security and independence • Spend intentionally on experiences and priorities • Navigate life transitions with clarity and confidence The goal is to help you feel confident that your financial life is supporting a life that is both meaningful and sustainable. How I Help Clients My work focuses on comprehensive financial planning, which may include: • Retirement planning and income strategies • Investment planning and portfolio guidance • Tax-aware financial strategies • Insurance and risk management • Cash flow and savings planning • Guidance through major financial decisions Rather than focusing on individual financial products, my role is to help you see how all the pieces of your financial life fit together. What It’s Like to Work Together Financial planning works best as an ongoing partnership. As your advisor, I aim to serve as a thoughtful guide and sounding board as questions arise and decisions need to be made. My goal is to help you stay organized, informed, and confident as your financial life evolves. A Fee-Only Fiduciary Approach As a fee-only financial advisor, I do not receive commissions from financial products. My advice is independent and designed to support my clients’ goals and best interests. The focus of my work is building long-term relationships centered on clarity, education, and thoughtful

Noah Schwartz is a CFP® with 20 years of industry experience, currently serving at Magnolia Private Wealth, LLC. He has worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc., and has operated his own advisory business since 2010. In addition to his advisory role, he is a member of Yankee Advisor Network, an insurance agency. Magnolia Private Wealth is a small SEC-registered advisory firm managing approximately $225.7 million for about 159 clients. The firm provides customized financial planning, discretionary portfolio management, and employee benefit plan services, using a combination of fundamental and technical methods tailored to individual client objectives.

James Lubin is a financial advisor at Infiniti Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Beacon Hill Private Wealth Management and CBOE. Lubin’s career also includes a long tenure at Lehman Brothers Inc. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, including specialized services like divorce financial planning. The firm’s approach centers on asset allocation and diversification using mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor portfolios through regular reviews.

Ari Blinder is a financial advisor at Calm River Capital LLC with two years of industry experience. He holds a Series 65 credential and has worked in both financial advisory and real estate brokerage, including as Broker/Owner at Simplr LLC. Outside of finance, he is also involved in acting. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients, focusing on equities and ETFs with an emphasis on covered-call option strategies. The firm employs a variety of analytical methods and maintains a relatively small client base for specialized engagement.

Jeffrey Speight Jr. is an advisor at Diamant Asset Management, Inc. He holds Series 65 and Series 63 licenses and has experience dating back to 2006, including a long tenure at Sasco Capital. He joined Diamant Asset Management in 2025. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy based on fundamental analysis, with portfolios structured to emphasize capital preservation.

Viktoria Kamin is a CFP® professional with five years of industry experience. She has been with Financial Asset Management Corp since 2005. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages approximately $436 million in client assets and employs model-based portfolio allocations focusing on mutual funds, ETFs, and individual securities with a long-term investment orientation.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2017, as well as Liberty Bank Investment Services and Raymond James Financial Services from 2015 to 2017. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment philosophy focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.

Thomas Hoffman is a CFA® charterholder with 13 years of industry experience. He has been with Netherby Advisors LLC since 2012. Outside of his advisory role, he serves as vice-chair of the board of managers and co-chair of the investment and financial management committee for the Fairmount Cemetery Association of Newark and Somerset Hills. Netherby Advisors LLC provides discretionary investment management and financial planning services to individuals, families, trusts, foundations, and qualified plans, as well as sub-advisory support to banks and other advisers. The firm employs a core-and-satellite investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering globally diversified portfolios through various investment vehicles and maintaining regular monitoring and rebalancing.

Edward Hadad is a CFP® professional with five years of industry experience. He has worked at Financial Asset Management Corp since 2020 and previously spent six years at the Institute for New Economic Thinking. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans, managing approximately $436 million in client assets. The firm employs model portfolios based on fundamental and cyclical analysis, primarily using mutual funds, ETFs, individual securities, and Independent Managers with a generally long-term investment approach.

Matthew Gachi is a CFP® with 29 years of industry experience, currently affiliated with Catum Advisory Group, LLC, where he has worked since 2016. He has held roles at CB Design Group and Iag, LLC, and serves as Vice President of Devlin & Associates, Inc., a third-party administrator firm unrelated to investment advisory. Catum Advisory Group manages approximately $128.6 million for about 75 clients, including individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services with strategies that incorporate borrowing and derivatives alongside option overlays managed through a sub-adviser.

Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.

Scott Kahan is a CFP® professional with five years of industry experience, currently affiliated with Financial Asset Management Corp in Chappaqua, NY. He has been with Financial Asset Management Corp since 1986, contributing to the firm's activities over a span of approximately 40 years. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages around $436 million in client assets using model portfolios based on fundamental and cyclical analysis, primarily with mutual funds and ETFs, emphasizing long-term strategies without engaging in aggressive trading approaches.

Josh Minotta is a financial advisor at Stage Wealth Management, Inc. with a Series 65 credential and one year of industry experience. He has worked at Gladstone Wealth Partners and Stage Wealth Management since 2026 and held roles in insurance sales at North Shore Life & Health Agency Inc. since 2023. Outside of advisory work, he is involved in life and health insurance sales. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities. The firm provides discretionary portfolio management and pension consulting, managing approximately $103 million in assets for around 200 clients through a team of four advisors.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Patagonia Capital Advisors, LLC, where he serves as Managing Director focusing on corporate advisory and business development. Acanto is a fee-based investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and quantitative trade-signal services to a range of clients including individuals, trusts, and small businesses. The firm employs a proprietary, model-driven investment approach that combines momentum-based signals with risk parity across U.S. equities and multi-asset ETF/REIT strategies.