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.

Steven Sanders is a financial advisor with Sanders Smith Limited, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Sanders Smith Limited since 1994 and concurrently at Osaic Wealth, Inc. since 2006. Sanders Smith Limited provides hourly financial planning and advisory services to individuals, trusts, companies, and pension plans, focusing on analysis and recommendations rather than discretionary portfolio management. The firm uses fundamental and technical analysis to develop tailored, long-term mutual fund strategies and collaborates with affiliated broker-dealer and insurance entities to facilitate trade execution and product sales.

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

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

Joseph Gallo is a CFP® professional at Fieldstone Money Management, Inc. with three years of advisory experience and over two decades as a CPA. He is based in Ossining, NY, and has maintained his CPA credentials since 2000. Fieldstone Money Management provides discretionary portfolio management to individual and high-net-worth clients, using a combination of technical and fundamental analysis alongside various trading strategies. The firm manages approximately $9.1 million and integrates accounting and tax services through its principals, dedicating a significant portion of their time to these activities.

Seth Luxenberg is a financial advisor at Lexington Avenue Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Kosmos Energy and Skibo Energy. Seth also serves in a non-investment role at the U.S. Embassy in Abidjan. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts, small businesses, retirement plans, corporations, and nonprofits. The firm focuses on long-term, diversified portfolios using low-fee passive funds and ETFs, applying behavioral finance insights and a formal ERISA fiduciary framework for retirement-plan advice.

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.

Joe Solan is a financial advisor with 24 years of industry experience, currently with 4Sight Advisors LLC since 2017. He holds the Series 63 and Series 66 credentials. Prior to 4Sight Advisors, Solan worked in mortgage loan origination roles at Reliant Home Funding, RealFi Home Funding, Residential Home Funding, and The Confluent Group. Outside of finance, he is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations focused on education and community services. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes a variety of analytical approaches and includes non-traditional investment vehicles such as real estate funds, venture capital funds, and private placements in its portfolios, managing assets in-house with custody arrangements through Interactive Brokers and Charles Schwab Advisor Services.

Alejandro Aleman is a financial advisor at Volumetric Advisers with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, JPMorgan Chase Bank, and Granby Capital Management. Volumetric Advisers primarily provides investment advisory services to Volumetric Fund, Inc., a registered mutual fund, and offers portfolio management for separately managed accounts as well as advisory services to individuals and small businesses. The firm employs a proprietary volume-and-trend methodology called the “Volume and Range” system to guide investment decisions and is notable for managing a mutual fund while serving non-HNW clients and small businesses with modest minimums.

Alex Socolof is a financial advisor with Strategic Wealth Management LLC in Briarcliff Manor, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Strategic Wealth Management since 2006. Outside of advising, Socolof is a 49% owner of Rifency, a research and development company focused on emission reduction technology. Strategic Wealth Management serves primarily individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management and financial planning. The firm emphasizes diversified, model-driven investment strategies using ETFs and mutual funds, with a focus on non-discretionary client engagement.

Benjamin Thomas is a financial advisor at 4Sight Advisors LLC with two years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior work includes roles at AscendLearning LLC, Harrington ED, MML Investors Services Inc, and Mass Mutual. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a variety of analytical approaches and incorporates non-traditional and pooled investment vehicles, managing client assets in-house with custodial arrangements at Interactive Brokers LLC and Charles Schwab Advisor Services.

Vito Collacuro is a financial advisor with Settanni Financial LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Cetera and has served as a tax preparer with Settanni CPA, a role he maintains alongside his advisory work. Settanni Financial is an SEC-registered advisory firm managing approximately $397 million across about 155 client relationships. The firm serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, and offers investment management, retirement-plan advisory, financial planning, and integrated wealth-management services with an emphasis on a fiduciary, long-term investment approach.

Gamal Walker is a financial advisor with 4Sight Advisors LLC in Nyack, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank and is a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a mix of analytical approaches and includes non-traditional investment vehicles such as real estate funds and venture capital in its portfolios.

David Yvars Jr. is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with The David J. Yvars Group Inc., where he has worked since 2023, following 14 years at The David J Yvars Group. The David J. Yvars Group Inc. advises individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning using customized portfolios that incorporate fundamental, technical, and cyclical analysis, with strategies including option writing, margin use, and rebalancing.

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.