Patrick Kalish is a CFP®-certified financial advisor at Continuum Wealth Advisors, LLC with 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for nine years before joining Continuum Wealth Advisors in 2025. Continuum Wealth Advisors is a mid-sized SEC-registered advisory firm serving individuals, trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental-analysis-driven investment approach and offers comprehensive wealth management services, including discretionary investment management and financial planning.

Andrew Pallas is a financial advisor at MinichMacGregor Wealth Management, LLC with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Cap Com Financial, and AXA Advisors. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a blend of fundamental, technical, and cyclical analysis, employs proprietary investment strategies aligned with Rule 3a-4, and offers distinctive participant education and enrollment assistance programs.

Patricia Walton is a financial advisor at King Wealth Management Group, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Broadview Wealth Management, LPL Financial, Fagan Associates Inc, and Daniels Financial Partners, Inc. Outside of her advisory role, she serves as Secretary for St. Nicholas Ukrainian Orthodox Church in Troy, NY, and is a notary in Saratoga Springs. King Wealth Management Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm’s investment approach combines fundamental analysis with a technical overlay, utilizing equities, fixed income, ETFs, and selectively mutual funds and derivatives.

Michele Martin is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at King Wealth Management since 2013, concurrently serving at Purshe Kaplan Sterling Investments from 2013 to 2018. Outside of her advisory role, she operates a divorce mediation business under the name Divorce Agree. King Wealth Management Group is a team-based firm managing approximately $931 million in client assets, providing discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm employs a portfolio construction strategy that combines fundamental analysis with a technical overlay and utilizes derivatives and margin in client accounts as part of its approach.

Anthony Spencer is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including New York Life, NYLIFE Securities, and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm utilizes a combination of top-down macro analysis and bottom-up stock selection across multiple model series, providing discretionary management, model portfolios, and advisory services.

Kyle Webber is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quartz Partners since 2014. Outside of advisory work, he is a member of two non-investment-related businesses focused on project management and vacation property management. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, combining top-down macro analysis and bottom-up stock selection across multiple model series. The firm offers discretionary account management and various platform solutions through multiple branch offices and affiliated entities.

Joshua Gilbert is a financial advisor at Quartz Partners Investment Management with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Brighton Securities, Wells Fargo Clearing Services LLC, and MassMutual. He is also associated with Etico Partners, LLC. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment process combines top-down macro analysis with bottom-up stock selection and is supported by an investment committee that monitors and rebalances portfolios on an ongoing basis.

Stephen Lulla is a financial advisor at Quartz Partners Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Maidstone Wealth Management and Weatherhelm Capital Management prior to joining Quartz Partners. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios through an investment committee, providing services on a discretionary basis and through various platform arrangements.

Edward Deicke is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2015 and previously worked at National Securities Corp. Outside of his advisory role, he is involved in horse racing as a part owner and partner in several racing stables. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm offers a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Michael Morrow is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at UBS Asset Management, Pzena Investment Management, and Blue Chip Financial Group. In addition to his advisory role, he is also licensed as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services. The firm utilizes a structured risk framework and a combination of firm-developed and third-party investment models, with custody through Charles Schwab.

Mark Landau is a financial advisor at Quartz Partners Investment Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at MinichmacGregor Wealth Management, Veracity Capital, and The AYCO Company, L.P. Outside of finance, he serves as a ski instructor for the NY State Ski Education Foundation during the winter months. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment decisions combine top-down macro analysis with bottom-up stock selection across distinct model series, and portfolios are actively monitored and rebalanced by an investment committee.

Luis Servellon is a financial advisor at Quartz Partners Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Etico and Equity Services Inc. Outside of his advisory role, he is involved in transportation services as a chauffeur. Quartz Partners serves a diverse client base, including individual investors, retirement plans, institutions, and financial intermediaries. The firm employs a model-based investment approach combining top-down macro analysis with bottom-up stock selection, managing portfolios through separate accounts and digital platforms.

James Rutherford is a financial advisor at Quartz Partners Investment Management with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Etico Partners LLC, Etico Wealth Management LLC, Cetera, and J P Turner & Company Capital Management. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, blending top-down macro analysis and bottom-up stock selection across multiple model series. The firm offers discretionary account management and various model delivery options, supported by an investment committee that continually monitors and rebalances portfolios.

Tambra Estill is a financial advisor at Advisory Services Network with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Cadaret, Grant & Co., Inc. and several other firms. Outside of her advisory role, she serves as treasurer for C.R.E.A.T.E. Community Studios and owns STRAIGHTLINE STRATEGIES LLC, a tax preparation and financial services business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Joseph Nassar is a financial advisor at Quartz Partners Investment Management with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Pacer Advisors, Bank of America, Merrill, and The Vanguard Group. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm's approach combines top-down macro analysis with bottom-up stock selection, and portfolios are monitored and rebalanced by an investment committee on an ongoing basis.

Mark Shevlin is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2015. Outside of his advisory role, he is also an independent agent for non-variable insurance products, including life, long-term care, health, disability insurance, and fixed annuities. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies and utilizing both fundamental and technical analysis.

Kerri Herlick is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at HBW Advisory Services since 2018 and previously held roles at Sterling Manor Financial LLC and Cadaret, Grant & Co., Inc. Outside of her advisory work, she is the owner of Women’s Divorce Alliance in Saratoga Springs, NY, where she provides services as a Certified Divorce Analyst. HBW Advisory Services manages approximately $1.75 billion in client assets and offers asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, combining tactical asset allocation and multi-manager diversification, and is notable for its high client load per advisor and its mix of retail, charitable, and institutional client relationships.

Rebecca Freeman is a CFP® with 28 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2015. She holds a Series 63 license and has additional involvement as an independent contractor consulting on technology processes and planned giving for a nonprofit organization. Freeman also provides insurance services through Concorde Insurance Agency. Concorde Asset Management delivers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm uses model-based portfolio construction and individualized asset allocation, offering a range of products and fiduciary services tailored to client objectives.

Mitchell Fanning is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Mirbeau Inn and Spa for three years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both as a registered investment adviser and a broker-dealer with capabilities in placement and investment banking.

Dedra Brust is a CFP® professional with 18 years of industry experience, currently serving at Rockefeller Financial LLC. Her career includes roles at Janney Montgomery Scott LLC, Ameriprise Financial Services Inc, and Wells Fargo Advisors LLC. She holds the Series 66 designation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.