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 18 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Cenacle Partners since 2012 and Third Seven Capital since 2022. He also serves as CEO of Cenacle Partners. Cenacle Partners provides investment advisory and fee-based financial planning to individuals, families, charitable institutions, foundations, endowments, and trusts, employing a range of strategies including fundamental and technical analysis, discretionary portfolio management, and manager selection.

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.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

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.

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.

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 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 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 offers discretionary portfolio management and integrated financial planning, utilizing fundamental, technical, and cyclical analysis to construct customized portfolios.

Andrew Aran is a CFA® charterholder with 17 years of industry experience. He has been with Hudson Capital Management LLC, doing business as Regency Wealth Management, since 2010. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm manages approximately $538 million in regulatory assets and employs a combination of fundamental and technical analysis to deliver personalized investment strategies.

Brandon Place is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved part-time in business development for a venture called Mem. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both third-party research and proprietary portfolio models, providing customized investment solutions that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

Mark Andraos is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Regency Wealth Management since 2019 and previously was with Fountainhead Asset Management and Heller Wealth Advisors. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals and institutional clients, typically serving those with investible assets over $1 million. The firm employs a mix of fundamental and technical analysis to manage accounts on a discretionary basis and conducts regular reviews and financial planning after detailed client interviews.

Victor Flores is a financial advisor at Snowwater Investment Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citi Private Advisory, Cowdin Partners, and Javeri Capital. Outside of advising, he serves as an adjunct professor at St. John's University and is a board member of the Black & Hispanic Community Development Board at Quontic Adaptive Digital Bank. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities by providing discretionary investment management alongside financial consulting and planning. The firm constructs customized, typically long-term portfolios using a mix of equities, fixed income, hedge funds, private equity, and structured notes, often incorporating independent managers where appropriate.

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

Jane Rosenfeld is a financial advisor with Aspire Advisors, LLC, based in North White Plains, NY. She holds 15 years of industry experience and has been with Hamilton Cavanaugh & Associates, Inc. since 2004. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, including high-net-worth clients, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios of mutual funds and ETFs, tailoring allocations according to clients’ risk tolerance, liquidity needs, and time horizon.

Gary Schwartz is a financial advisor with Madison Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes roles at Cambridge Investment Research, Lion Street Financial, and Royal Alliance Associates. He serves as a board member of the Divided Sky Foundation. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm provides discretionary portfolio management, financial planning, and consulting, utilizing mutual funds, ETFs, and model portfolios with both strategic and tactical asset allocation.