Aaron Batkay is a financial advisor with Steward Advisors Group, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Simmons Capital Group and Arete Wealth Advisors LLC. Outside of finance, he provides leadership development and coaching through Bishop House Consulting and serves as a business advisor for Rise Nutrition LLC. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm offers portfolio management and financial planning with an emphasis on aligning investments with clients’ faith-based and moral values, using a mix of marketable securities and alternative assets.

Sean Moynahan is a CFP® with four years of industry experience, currently serving as an advisor at King Wealth Management Group, LLC since 2021. Prior to joining King Wealth, he worked at Preville Technology Services for eleven years. Outside of his advisory role, he owns and operates Sandhill Pottery, a ceramics business. King Wealth Management Group provides discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach combines fundamental analysis with a technical overlay and includes the use of derivatives and margin when authorized.

Jennifer Henry is a financial advisor at Continuum Wealth Advisors, LLC in Saratoga Springs, NY, holding the Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Continuum Wealth Advisors since 2010. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm provides comprehensive wealth management services, combining discretionary investment management, financial planning, and retirement plan advisory with a long-term, fundamental-analysis-driven investment approach.

Michele Tellstone is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at MinichMacgregor since 2015 and previously spent 16 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and proprietary strategies and integrates participant education and enrollment assistance into its retirement-plan services.

Jeremy Scher is a financial advisor with Happiness in Retirement, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining his current firm, he worked at Del-Sette Capital Management and Goldman Sachs & Co. LLC. Outside of his advisor role, Scher serves as an Emergency Medical Technician and Field Training Officer for a volunteer-led community ambulance nonprofit. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm emphasizes a long-term investment approach using diversified, low-cost mutual funds and ETFs, combined with fundamental, technical, and cyclical analysis.

Andrew Heuss is a financial advisor with Continuum Wealth Advisors, LLC in Saratoga Springs, NY. He holds the Series 65 designation and has three years of industry experience. Prior to joining Continuum Wealth Advisors in 2025, he worked at Modelist Inc., BHM Capital, and Advisor Ascension. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm offers comprehensive wealth management services with a long-term, fundamental-analysis-driven investment approach and incorporates customized portfolios alongside due diligence and oversight of independent managers.

Devin Campbell is a Series 65 licensed advisor at LifeGoal Investments, LLC with one year of industry experience. Prior to joining LifeGoal Investments in 2026, he held positions at Van Avery Enterprise, Russell Sage College, Fulton School District, State University of New York at Oswego, and Guilderland School District. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for around 319 clients, including individuals, high-net-worth individuals, and some business entities. The firm uses Modern Portfolio Theory to build investment programs tailored to client profiles and offers discretionary and non-discretionary asset management, as well as financial planning services.

James Rutherford is a financial advisor at Quartz Partners Investment Management with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Etico Partners LLC and Etico Wealth Management LLC since 2016 and 2018, respectively. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios through an investment committee.

Aaron Fagan is an advisor at Fagan Associates Inc with 15 years at the firm and four years of industry experience. The firm operates as a team of two advisors based in Troy, NY. Fagan Associates provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines fundamental, technical, and cyclical analysis, with portfolios tailored through detailed client interviews and managed on a discretionary or non-discretionary basis.

Charles Drake is a financial advisor with Holistic Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously at Cetera Advisor Networks LLC from 2013 to 2018. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for a diverse client base, including high-net-worth individuals and institutional clients. The firm offers customized portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and maintaining custody through major custodians such as LPL, AssetMark, and Schwab.

Kenneth Terpening is a CFP® professional with 15 years of industry experience, currently serving at King Wealth Management Group, LLC since 2017. Prior to that, he worked at The AYCO Company, L.P./Mercer Allied from 2015 to 2017. King Wealth Management Group provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm emphasizes portfolio construction using individual equities, fixed income, and ETFs, supplemented by mutual funds and commodities, and incorporates both fundamental and technical analysis.

Joseph Nassar is a financial advisor at Quartz Partners Investment Management with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Pacer Advisors, Bank of America, Merrill, and The Vanguard Group. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm's approach combines top-down macro analysis with bottom-up stock selection, and portfolios are monitored and rebalanced by an investment committee on an ongoing basis.

David Rath is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Continuum Wealth Advisors, LLC since 2021. His prior roles include positions at Bouchey Financial Group, Wealth Advisory Group, and Northwestern Mutual Investment Management. Rath is also the owner of Continuum Tax Advisors, a separate tax preparation business affiliated with his firm. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plans. The firm employs a long-term, fundamental-analysis-driven investment approach and offers comprehensive wealth management services, including discretionary investment management, financial planning, and 401(k) plan advisory.

Dennis Fagan is a financial advisor at Fagan Associates Inc in Troy, NY, with 11 years of industry experience. He holds a Series 63 designation and has been with Fagan Associates since 1989. The firm provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. Fagan Associates uses a structured investment approach based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis in managing portfolios both discretionary and non-discretionary.

Jason Macgregor is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at MinichMacgregor Wealth Management since 2009 and previously spent 13 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides financial planning, portfolio management, third-party manager selection, and retirement-plan advisory services, employing a mix of fundamental, technical, and cyclical analysis and proprietary strategies that comply with Rule 3a-4.

Herbert Reilly IV is a financial advisor at HFR Wealth Management, LLC with 14 years of experience. He has been with the firm since 2012. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and emphasizes regular, detailed performance reporting alongside quarterly reviews.

Thomas Lynch is a CFP® and ChFC® with 16 years of experience in financial advisory roles. He is currently with Holistic Wealth Advisors, a team of five advisors based in Clifton Park, NY, and has prior experience at firms including LPL Financial, Equity Service, Inc., and New York Life Insurance. Lynch is also involved with National Life Group and Advisors Insurance Brokers in insurance-related activities. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for individual and institutional clients, offering portfolio management, financial planning, and access to third-party adviser programs. The firm employs multiple methods of analysis and serves a diverse client base, including high-net-worth individuals, municipalities, and niche planning sectors.

Patrick Kalish is a CFP® professional with 10 years of industry experience. He has worked at Continuum Wealth Advisors, LLC since 2025 and previously spent nine years at The Vanguard Group, Inc. Continuum Wealth Advisors is a mid-sized SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors and participants. The firm combines discretionary investment management with comprehensive financial planning and plan advisory services, using a long-term, fundamental analysis approach to build customized portfolios across various asset types.

Sara Bohn is a CFP® professional with 22 years of industry experience. She is currently an advisor at GreenLeaf Financial Network, LLC in Blacksburg, VA, where she has worked since 2018. Prior to this, she was employed at First Citizens Investor Services from 2014 to 2017 and has worked with Montgomery County Government, Virginia since 2018. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm works through a network of independent advisors to develop customized investment strategies using a variety of analytical methods and investment techniques.

Andrew Pallas is a financial advisor at MinichMacGregor Wealth Management, LLC with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Cap Com Financial, and AXA Advisors. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a blend of fundamental, technical, and cyclical analysis, employs proprietary investment strategies aligned with Rule 3a-4, and offers distinctive participant education and enrollment assistance programs.