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.

Asheem Asthana is a financial advisor at Tandem Capital Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Tandem Capital Management for 28 years. 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 approach combined with selective fixed-income security selection and integrates wealth planning into portfolio management.

Shannon Blanchard is a financial advisor at Shamrock Financial Services with three years of industry experience. She holds the Series 65 designation and has worked at Shamrock Financial Services since 2018. Prior to her advisory career, she was involved with WorldTeach and also worked in the hospitality sector at The Odeon & Citizens Cafe. Shamrock Financial Services is a small state-registered advisory firm that serves individual and high-net-worth clients, managing approximately $26.6 million across about 109 accounts. The firm uses ETF-based model portfolios focused on value-oriented, long-term holdings, combining strategic asset allocation with periodic rebalancing and providing clients access to sub-advisory platforms.

Joe Solan is a financial advisor with 24 years of industry experience, currently affiliated with 4Sight Advisors LLC. He holds Series 63 and Series 66 licenses and has worked previously with RealFi Home Funding and Reliant Home Funding. Outside of his advisory role, 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 focusing on education and community services. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad asset universe and uses both fundamental and quantitative analyses, with a distinctive focus on pooled investment vehicles managed in-house.

Dagan Lacorte is a financial advisor with L&L Partners Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His work history includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of advising, he serves as treasurer of the charitable organization Friends of JCC Krakow and acts as a trustee for the David Philip Marantz Trust; he is also a licensed attorney and real estate broker. L&L Partners Wealth Management provides discretionary portfolio management and advisory services to individuals, charitable organizations, corporations, and other investment advisers. The firm employs a diverse investment approach that incorporates fundamental, technical, charting, and cyclical analysis across a range of strategies including long- and short-term trading, margin, options, and ETFs, and occasionally refers clients to outside advisers under negotiated fee-sharing agreements.

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 with 4Sight Advisors LLC, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. He has worked at 4Sight Advisors since 2023 and has prior experience with AscendLearning LLC, Harrington ED, MML Investors Services Inc, and Mass Mutual. 4Sight Advisors serves individual and high-net-worth clients, corporations, and business entities by providing portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad range of vehicles such as mutual funds, equities, fixed income, and pooled investments like real estate and venture capital funds, with portfolio management conducted in-house and regular client reviews.

Gamal Walker is a financial advisor with 4Sight Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank for one year before joining 4Sight Advisors. He is also a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors serves individual and high-net-worth clients as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm utilizes a range of investment approaches including fundamental and quantitative analysis, managing client assets in-house and advising on pooled investment vehicles such as real estate and venture capital funds.

Edward Condon is a financial advisor at Cenacle Partners with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cenacle Partners (previously Calyx Capital Advisors) since 2012, as well as at Third Seven Capital and CacheMatrix. He serves as CEO of Cenacle Partners. Cenacle Partners provides investment advisory and fee-based financial planning services to individuals, families, charitable institutions, foundations, endowments, and trusts. The firm employs a combination of fundamental and technical analysis across various strategies and manages accounts on a discretionary basis through qualified custodians.

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.

Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

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.

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.

Marilyn Vander Plaat is a financial advisor at Wealth Creation Management Group LLC with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2019. Prior to that, she worked at United Planners' Financial Services of America and Invest Financial Corporation, and has also operated as a sole proprietor since 2017. Outside of her advisory role, she serves as a bookkeeper for a family-owned funeral home, Vander Plaat Memorial Home LLC, a position she has held since 1985. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm uses a personalized investment approach combining fundamental, technical, charting, and cyclical analysis, and offers free public seminars and workshops as part of its client education efforts.

James Caulfield is a financial advisor with Shamrock Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Shamrock Financial Services since 2009 and spent eight years at Taylor Capital Management prior to that. Caulfield is also an insurance agent, dedicating approximately half of his time to offering insurance products to clients. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management centered on ETF-based model portfolios. The firm emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing, utilizing third-party sub-advisory platforms while maintaining fiduciary oversight.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Lindsay La Fleur is a financial advisor at LL Financial Services, LLC with 10 years of industry experience. She holds a Series 63 designation and has been with LL Financial Services since 2016. LL Financial Services, LLC is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides customized financial planning, portfolio management, and retirement-plan consulting, managing approximately $35.8 million for about 64 clients, and offers in-house accounting and tax-preparation services alongside investment advice.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2001 to 2004. The David J. Yvars Group Inc. serves 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, employing a combination of fundamental, technical, and cyclical analysis to construct customized, structured portfolios.