George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.

Jason Waxler is a financial advisor at Income & Asset Advisory, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is also a principal of Katonah Capital Group LLC and operates as an independent insurance agent. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and pension consulting services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.

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.

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.

Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with two years of industry experience. He holds Series 66 and Series 65 credentials and has been with Hollow Brook Wealth Management since 2007. Outside of his advisory role, Philip co-owns a working horse farm in Bedford, NY, and serves on the boards of several equestrian organizations and foundations, including the Revs Institute and the United States Equestrian Team Foundation. Hollow Brook Wealth Management provides comprehensive wealth management and advisory services to individuals, families, family offices, foundations, and other institutions. The firm combines a macroeconomic investment approach with research-driven security selection and offers a broad family-office style service set alongside investment management.

Benjamin Schwartz is a financial advisor with Madison Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and Lion Street Financial. Schwartz is also an owner of Madison Planning Group, Inc., where he has been involved since 2011. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Kenneth Fadden is a financial advisor at Madison Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc. and Lion Street Financial, LLC. His other business activities include serving as an agent in insurance, benefits, and human resources. Madison Advisory Services, Inc. advises individual and high-net-worth clients, as well as participant-directed and sponsor retirement plans, providing asset management, financial planning, and consulting services. The firm employs strategic and tactical asset allocation models using mutual funds, ETFs, and model portfolios while offering both wrap and non-wrap solutions through multiple third-party platforms.

John Mifsud is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research, NewPro Home Solutions, Alure Home Solutions, Constitution Provisions, and JM Family Provisions. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm employs strategic and tactical asset allocation models and uses a variety of investment vehicles, offering both discretionary trading authority and access to multiple third-party platforms.

Evan Mcgoff is a financial advisor at Dock Street Asset Management Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Dock Street Asset Management since 2009. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes client portfolios using predefined model portfolios and focuses on companies with high returns on invested capital through fundamental and technical analysis, employing a range of strategies including long- and short-term positions and option writing.

John Fussell is a financial advisor at Samalin Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets and employs a diverse investment approach that includes fundamental and cyclical analysis, a mix of long- and short-term positions, and the use of derivatives and margin.

Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategy that integrates fundamental and cyclical analysis with diversified investment positions and offers comprehensive financial planning, including retirement-plan consulting and post-divorce wealth management.

Andrew Samalin is a CFP® with 25 years of industry experience and is the president of Samalin Investment Counsel, LLC, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has additional involvement in mortgage brokerage and divorce finance services. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning, retirement-plan consulting, and both discretionary and non-discretionary portfolio management. The firm manages approximately $490 million in client assets across eight advisors and employs an investment approach that includes fundamental and cyclical analysis combined with diverse asset allocations and the use of derivatives.

Dean Mcbeth is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, and Royal Alliance Associates. Outside of advising, he serves as secretary for Creativision Inc., an arts and performing arts organization, and treasurer for the Cortlandt Democratic Committee. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Michael Ortiz is a Series 65-licensed financial advisor at Income & Asset Advisory, Inc. with one year of experience at the firm and prior work as a self-employed professional and a long tenure at Northern Westchester Hospital. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines multiple analytic methods within a generally buy-and-hold strategy, and it has a formal pension consulting practice that includes IPS development, plan monitoring, and participant education.

Laurance Kersh is a CFP® with 18 years of industry experience and has been with Samalin Wealth since 2015. He holds Series 63 and Series 65 licenses and is based in Chappaqua, NY. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management. The firm combines fundamental and cyclical analysis with various investment strategies, managing approximately $490 million in client assets across eight advisers.

Joseph Landicino is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, Chilton Trust, and Madison Planning Group, among others. Madison Advisory Services serves a diverse client base including individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, utilizing strategic and tactical asset allocation with ongoing monitoring and periodic rebalancing.

Rochelle Odesser is a CFP® with 41 years of experience in the financial industry. She is affiliated with Madison Advisory Services, Inc., where she has worked since 2006, and has held positions at Cambridge Investment Research, Inc. and Lion Street Financial. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs both strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

Michael Luton is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Cambridge Investment Research and Lion Street Financial, with a long tenure at Madison Advisory Services dating back to 2007. Outside of his advisory work, he serves on the board of the Hospice of Central New York Foundation. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset allocation with periodic rebalancing and provides ongoing monitoring and account reviews, sometimes exercising discretionary trading authority.

Derek Ralston is a financial advisor with Income & Asset Advisory, Inc. and has 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NCM Capital Management, LLC since 2015. Outside of advising, he is the president of the Ramsey Chamber of Commerce, where he chairs meetings and participates in community events. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm customizes portfolios based on client objectives and employs a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold approach adjusted by active asset-class positioning.

Gabriella Bermudez is a financial advisor at Madison Advisory Services, Inc. with over 13 years of industry experience. She holds a Series 65 credential and has worked at firms including Lion Street Financial and Royal Alliance. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.