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.

Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.

Dru Burns is a CFP® and Series 66–licensed advisor at Drucker Wealth with five years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he coaches a girls' under-16 hockey team for the Team Colorado Hockey Association. Drucker Wealth serves primarily pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields, as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios.

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.

Mark Reitsma is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Hudson Capital Management LLC doing business as Regency Wealth Management since 2010. Regency Wealth Management provides wealth management, investment advisory services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, foundations, and businesses. The firm serves clients with investible assets generally over $1 million and manages accounts primarily on a discretionary basis using a mix of fundamental and technical analysis.

Timothy Parker is a CFA® charterholder with 21 years of industry experience. He is affiliated with Regency Wealth Management, where he has worked since 2004. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. Regency Wealth Management provides wealth management, financial planning, and retirement plan consulting, managing approximately $538 million in regulatory assets with a team of five advisors.

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.

Ronald Schneider is a CFP® with 35 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at National Asset Management, United Advisors Services, LLC, and Securities America Inc. He holds Series 63 and Series 65 licenses. 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 across eight advisers, employing a strategy that includes fundamental and cyclical analysis, a combination of long- and short-term positions, and the use of margin, derivatives, and private placements.

Aaron Glauber is a financial advisor with Park Avenue Investment Advisory, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company, CBaum CPA, and SDL Group. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets on a discretionary basis using model portfolios and third-party investment managers, and offers additional services such as financial planning and ERISA plan consulting.

John English is a financial advisor at Innovative Advisory Group with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. He serves on the Board of Governors for the Nyack Boat Club and is secretary of the Parish Council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm uses a range of analytical approaches and strategies, offering discretionary asset management alongside comprehensive planning and specialized services, supported by an eight-advisor team across five offices.

Lance Drucker is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently Chairman at Drucker Wealth and has worked previously at Hornor, Townsend & Kent, Inc. for 39 years. Drucker oversees his team and leads strategic planning at his firm. Drucker Wealth serves primarily pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields and small-business owners. The firm offers comprehensive financial planning and portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios.

Catherine Newman is a financial advisor with Income & Asset Advisory, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She has worked with American Portfolios/Jason Waxler and Osaic Wealth, Inc. in addition to her current firm. Outside of her advisory role, she serves as a trustee and executor for a revocable trust and is involved in administrative and bookkeeping roles with a private LLC. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and consulting services, employing a mix of analytical approaches with a generally buy-and-hold strategy adjusted by active asset-class positioning.

Matthew Naidorf is a financial advisor at Income & Asset Advisory, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a passive investor in Ludlows Cocktail Company, LLC. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, estates, charitable organizations, and retirement plans. The firm employs a buy-and-hold investment approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers specialized pension consulting services including IPS development and participant education.

Thomas Beattie is a CFP® professional with 31 years of experience in the financial industry. He has worked at Samalin Wealth since 2024 and previously spent 13 years with Stifel Nicolaus & Co Inc. Samalin Wealth provides comprehensive investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis in its investment process, managing approximately $490 million in client assets across eight advisers.

Marc Decuffa is a Series 66-licensed financial advisor at Proxy Wealth Advisors LLC with 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc., JPMorgan Securities LLC, and Long Island Financial Group, Inc. He has also worked as a freelancer and been involved with Proxy Freedom LLC and Cents Ability LLC. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a broad range of instruments and offers specialized services for foreign clients and immigration-related financial planning.

Thomas Castrovinci is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of financial advising, he serves as Treasurer and member of the Knights of Columbus chapter in Mahopac, NY, where he handles accounting functions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and multiple analytical approaches while maintaining approximately $1.39 billion in total platform assets.