Phillip McClain is the principal of McClain Value Management, LLC in New Canaan, CT, and holds the CFA® designation with 25 years of industry experience. He has led McClain Value Management since its founding in 2001. McClain Value Management provides discretionary portfolio management to high-net-worth individuals, institutional, and charitable clients. The firm emphasizes a concentrated, out-of-favor value investment approach based on bottom-up fundamental analysis and formal price targets, managing accounts with client-specific considerations across its primary strategies.

Lawrence Tankel is the principal advisor of LT Advisors LLC and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Goldman Sachs & Co. LLC for five years. He also owns and operates a separate tax and accounting practice, Lawrence Tankel CPA, P.C., where he provides tax preparation and consulting services. LT Advisors LLC offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm manages a concentrated portfolio of approximately $53.5 million through tailored investment programs that incorporate fundamental and technical analysis, with a combined tax and accounting service as part of its operating model.

Julian Cash is a CFA® charterholder with seven years of industry experience. He has been with Savrin LLC since 2017, following two years at Troubh Partners, LP. Savrin is an independent firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and other entities. The firm manages accounts on a discretionary basis and employs active allocation and periodic rebalancing, utilizing fundamental, technical, and economic analysis, including the use of derivatives and performance-based fee arrangements for qualified clients.

Federico Rodriguez is a CFA® charterholder and the sole advisor at Silversea Capital, LLC, with four years of industry experience. He concurrently holds a position as Global Head of Traded Markets at QBE Insurance Corporation, where he manages investment portfolios. Silversea Capital, LLC is an independent advisory firm that offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and companies. The firm’s approach incorporates asset allocation, technical analysis, and both long- and short-term strategies tailored to client objectives and risk tolerance.

William Knox is the sole advisor at Knox Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kahn Brothers Advisors LLC and Kahn Brothers & Co. Inc. from 1996 through 2022. Knox Capital provides discretionary investment management services primarily to individual clients, focusing on value-oriented strategies that combine quantitative and qualitative analysis. The firm emphasizes long-term investment horizons, management quality, and tailors portfolios to clients’ risk tolerances and financial goals.

Michael Pappas is the sole advisor at Michael Pappas Advisor LLC in Bedford, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has operated his independent advisory firm since 2014. Michael Pappas Advisor LLC provides portfolio management services to individual and high-net-worth clients, advising on mutual funds, fixed income, equities, ETFs, and Treasury Inflation-Protected securities. The firm uses a combination of econometric and quantitative analysis with fundamental, technical, and cyclical methods, emphasizing large- and mid-cap value exposures and including options trading strategies.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Empower Advisory Group, GWFS Equities, Inc., and Prudential Insurance Company of America. LeBron Financial Services provides financial planning and portfolio management for individual clients, including high-net-worth individuals, as well as retirement plan advisory and education services to small and medium-sized businesses and nonprofit organizations. The firm employs an investment approach based on Modern Portfolio Theory, using diversified asset allocation across institutional and no-load mutual funds, ETFs, and individual securities, and delivers both discretionary portfolio management and non-discretionary financial planning tailored to client objectives.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

Thinley Wangchuk is the sole advisor at Wangchuk Capital, LLC, holding a Series 65 designation with three years of industry experience. He has managed Wangchuk Capital since its founding in 2014. Wangchuk Capital provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment process that includes long-term and short-term trading strategies across various asset classes, including mutual funds, equities, fixed income, real estate funds, ETFs, and non-U.S. securities.

Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm located in Rye, NY. Holding a Series 66 designation, he has 20 years of industry experience, including nine years at HSBC Securities (USA) Inc. prior to founding his current firm in 2016. He also serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement in Brookline, MA. Munakata Associates provides investment advisory and portfolio management services primarily to high-net-worth individuals, charitable foundations, and trusts. The firm employs a variety of security analysis methods and tailors strategies to each client’s objectives, maintaining regular reviews and permitting clients to select their own custodians and brokers.

Michael Dymant is the sole advisor at The Eastrade Asset Management Corporation, holding a Series 63 designation with four years of industry experience. He has been with the firm since 1996. The Eastrade Asset Management Corporation provides investment advisory and portfolio management services to individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses fundamental analysis and combines long-term and short-term strategies to create customized portfolios, with a focus on serving charitable organizations and pension or profit-sharing plans.

Mark Blumberg is the sole advisor at Blumberg B+V Advisors, LLC in Rye, NY, holding Series 63 and Series 65 designations with 13 years of industry experience. He has led the firm since its founding in 2012. Blumberg B+V Advisors provides investment supervisory and portfolio management services primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements that address goals, tax considerations, and risk tolerance. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term trading, short sales, and options writing, managing approximately $20.2 million across a concentrated client base.

Charles Carmona is the sole advisor at Westmore Asset Management in Pearl River, NY, holding Series 63 and Series 65 credentials with 25 years of industry experience. His prior roles include positions at Torino Capital LLC, Rena Advisors LLC, UBS Financial Services, and UBS International Inc. Westmore Asset Management serves a small, primarily high-net-worth client base, managing approximately $54.5 million across seven accounts. The firm offers personalized investment supervisory services and limited business strategy consulting, employing multiple analytical methods and both long- and short-term strategies across domestic and international markets.

Andrew Fox is a CFP® professional with 33 years of experience serving clients through his independent advisory firm, Fox Financial Services, Inc., located in White Plains, NY. He has managed the firm since its founding in 1993. Fox Financial Services provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes tailored asset allocation, long-term holdings, and periodic rebalancing using mutual funds primarily from Dimensional Fund Advisors and Fidelity.

Robert Labick is a CFA® charterholder with 25 years of industry experience. He has been with CJS Securities IA, Inc. since 2023 and has worked with its affiliated entity, CJS Securities, Inc., since 2012. Labick holds a Series 63 license and is based in White Plains, NY. CJS Securities IA, Inc. distributes equity research to high-net-worth individuals, investment companies, and other advisers, focusing on sectors including Consumer, Healthcare, Industrials, Materials, Business Services, and Technology. The firm operates through an affiliated broker-dealer and does not provide portfolio management, custody, or trading services.

Evan Bullington is the principal of Bullington Advisors Inc. and holds a Series 65 credential with three years of industry experience. He has worked at Bullington Advisors since 2022 and serves as Director of Entrepreneur Selection at Endeavor Global, a non-profit organization supporting entrepreneurs. Prior to this, he was employed at Charles Tucker Goods from 2015 to 2020. Bullington Advisors Inc. is a single-principal investment management firm focused on managing pooled vehicles and institutional-style mandates. The firm uses fundamental analysis across a broad range of instruments and typically provides discretionary portfolio management.

Paul Williams is a financial advisor at Paul M Williams LLC with four years of industry experience. He holds a Series 65 designation and also maintains a full-time career as a general practice dentist. Paul M. Williams LLC offers fee-only financial planning and investment advisory services to individuals and families without income or asset minimums. The firm emphasizes a long-term, passive investment approach using diversified low-cost index funds and ETFs, providing advisory guidance while clients retain control over their accounts.

Harrinson Agudelo Rios is a financial advisor at Finmas Capital LLC in Stamford, CT, with seven years of industry experience. He holds the Series 66 designation and has worked at Money Concepts and Money Concepts Capital Corp before joining Finmas Capital in 2021. Outside of his advisory role, he is an accountant at Members Credit Union and a self-employed soccer coach. Finmas Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a variety of analytical methods and primarily manages accounts on a non-discretionary basis, focusing on mutual funds, equities, fixed income, and ETFs.

Maximilian Montagnino is a financial advisor at Summer Family Advisors LLC with a Series 65 designation and over eight years of experience in related fields. He has held roles at Summer Associates Inc., where he currently serves as President and CEO, performing tax return preparation and business consulting services, as well as prior positions at Hymes & Associates and SUNY Maritime College. Summer Family Advisors LLC provides comprehensive financial planning and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates on a fee-only basis without managing client assets directly, combining asset allocation, fund due diligence, and analytical techniques to deliver long-term investment recommendations and retirement plan advisory services.