Vincent Travagliato is a financial advisor with WealthWise, LLC, an independent firm based in Mount Kisco, NY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. In addition to his advisory role, he practices as a trust and estate lawyer. WealthWise, LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, focusing on long-term trading strategies supported by charting, fundamental, and technical analysis. The firm prepares written Investment Policy Statements and conducts regular reviews without discretionary trading authority.

Richard Suarez is a CFP® professional with eight years of industry experience. He currently serves as the sole advisor at Midfield Private Wealth, LLC and previously worked for 30 years at Clarfeld Financial Advisors, Inc. He holds board positions with several nonprofit organizations, including serving as Chair of the Audit Committee for the Bretton Woods Committee and as a board member of the Boys and Girls Club of Northern Westchester and Bionic Sight, a medical research company. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients, employing a mix of passive and active strategies with fundamental analysis and tailored portfolio management.

William Rath is a financial advisor at Webster Wealth Advisors, Inc. in Stamford, CT, with 30 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at HSBC Bank USA and Webster Private Bank. Webster Wealth Advisors provides financial planning and advisory services to individuals, high-net-worth clients, charitable institutions, foundations, endowments, and other U.S. corporations. The firm focuses on tailored financial plans covering business planning, retirement income, tax and estate planning, and portfolio analysis, but does not manage client assets or custody client funds.

Tsemach Mishal is the sole advisor at Tam Capital Management Inc, holding a Series 65 designation with six years of industry experience. He has been with Tam Capital Management since 2010. Tam Capital Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, corporate, and institutional clients. The firm employs an aggressive, trading-oriented approach using equities, ETFs, options, derivatives, and leverage within separately managed accounts.

Gregory Prato is a financial advisor at Prato Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Outside of his advisory role, he is involved in commercial real estate and aviation holding companies. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm uses an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers portfolio management through both traditional advisory and wrap fee programs.

Jay Furst is a financial advisor at Forteris Wealth Management, Inc. with 4 years of industry experience. He holds a Series 63 designation and has been with Forteris Wealth Management since 1993. Forteris Wealth Management, Inc. is an SEC-registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $179.6 million in assets, employs customized portfolios including equities, fixed income, mutual funds, ETFs, and derivatives, and offers ongoing portfolio monitoring with regular reviews.

Jacob Hadad is a Series 65 licensed financial advisor with Wesfair Advisory Group, Inc. in Chappaqua, NY, with five years of industry experience. Prior to his current role, he spent five years at Apollo Global Management, LLC. He is also President of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and serves as Vice President and co-owner of Wesfair Agency, Inc., a licensed insurance agency. Wesfair Advisory Group, Inc. offers portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term trading approach based on a combination of charting, fundamental, modern portfolio theory, quantitative, and technical analysis, primarily operating on a non-discretionary basis.

Carol Mammone Desimone is a financial advisor at Abbondandolo Wealth Management Corp with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abbondandolo & Co since 2006. Desimone is also a Certified Public Accountant and occasionally provides clients with advice or products from her accounting practice. Abbondandolo Wealth Management Corp offers fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm follows a strategic asset-allocation approach using the SEI investment platform, emphasizing diversification and disciplined rebalancing.

Paul Smith is a financial advisor with Sanders Smith Limited, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Sanders Smith Limited since 2005 and also associated with Osaic Wealth, Inc. since 2006. In addition to his advisory roles, he is a registered representative involved in the sale of commission-based securities products and insurance. Sanders Smith Limited provides financial planning and investment supervisory services to individuals, trusts, companies, and pension plans, focusing on client-specific recommendations and ongoing financial counseling. The firm employs both fundamental and technical analysis, commonly recommending long-term mutual fund strategies, and does not exercise discretionary trading authority for advisory clients.

Francis Brown is a CFP® and ChFC® with 31 years of industry experience. He is currently with Abundant Wealth Management LLC, where he has worked since 2018. His prior roles include positions at TLG Advisors, Inc., The Smith Company, Inc., and The Leaders Group Inc. Outside of advisory work, he is president and founding partner of Abundant Insurance Services and also provides individual tax preparation services. Abundant Wealth Management LLC offers portfolio management and financial planning primarily for individuals and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and provides customized recommendations aligned with clients’ goals and risk tolerance.

Jin Hu is a financial advisor at Agilis Investment Management LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Round Rock Advisors LLC and Greenwich Investment Management, Inc. Agilis serves individuals and institutional clients such as estates, trusts, foundations, endowments, and pension or profit-sharing plans by providing discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented fixed income management, including Private Activity Bonds and other revenue bonds, and employs specialized execution techniques and fundamental equity analysis.

Lindzy Gasparella is a financial advisor at Golden Bay Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Shareholders Service Group Inc and Altruist Financial LLC. Golden Bay Advisors primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning services. The firm employs a diversified investment approach centered on exchange-traded funds and manages accounts according to client-specific guidelines.

Peter Debuona is a financial advisor with Buckram Securities Ltd in Locust Valley, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Buckram Securities since 2003. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, IRAs, SEP accounts, self-employed 401(k) plans, and trusts, managing approximately $92.7 million across 133 accounts. The firm provides discretionary portfolio management through its Buckram Wealth Management wrap fee program, using fundamental and technical analysis alongside third-party research to tailor equity, balanced, and fixed-income portfolios to client goals and risk tolerance.

Alexander Pettee is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the founder and president of Hoya Capital Real Estate, LLC and has been involved with the firm since 2015. He also leads Pettee Investors, Inc., where he has worked since 2018. Hoya Capital Real Estate, LLC is an SEC-registered investment adviser specializing in portfolio management for ETFs and individually managed accounts, serving both retail and institutional clients. The firm focuses on publicly traded U.S. commercial and residential real estate companies and employs rule-based index construction and in-house research in its investment approach.

John Knox is a financial advisor at Jadwin Asset Management LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Jadwin Asset Management since 2020, following roles at tru Independence Asset Management and Bessemer Investor Services, Inc. Jadwin Asset Management is a single-advisor independent investment adviser managing approximately $49.3 million across 23 client relationships. The firm provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, utilizing both fundamental and technical analysis primarily through direct securities and ETF allocations.

Henry Middlezong is a Series 65 licensed advisor at AMFA LLC with one year of industry experience. He has worked at AMFA Capital since 2024 and concurrently serves as a Senior Consultant at Dougherty Business Solutions, providing software engineering and programming services unrelated to investment advisory. Prior to these roles, he spent eight years at MIG Group. AMFA LLC offers discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients. The firm employs a data-driven, quantitative investment process that includes portfolio management across various asset classes and actively trades derivatives and digital assets.

Gregory Werlinich is the sole advisor at Werlinich Asset Management, L.L.C. and holds a Series 65 designation with three years of industry experience. He has led Werlinich Asset Management since 1997. The firm provides discretionary investment management primarily to individuals, personal trusts, and charitable foundations, offering financial planning services that include income and estate tax planning, retirement and college planning, and insurance analysis. It serves both high-net-worth and non-HNW clients, employing a top-down sector-rotation investment strategy focused on individual equities and select ETFs, with an emphasis on tax efficiency and personalized investment policies.

Sean Gelston is a CFA® charterholder with nine years of industry experience. He has been with VII Capital Management LLC since 2014 and previously worked at Tongore Management LLC from 2015 to 2019. VII Capital Management LLC manages equity portfolios for individual and corporate clients through separately managed accounts and pooled investment funds. The firm employs a bottom-up fundamental analysis approach focused on publicly traded common stocks and offers three standardized, equity-focused portfolio styles tailored to client objectives and risk tolerance.

Peter Yam is a financial advisor at Pension Maxima Investment Advisory, Inc. with two years of industry experience. He previously worked at OCBC Bank for eight years and was retired for three years before joining his current firm. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm provides pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, focusing mainly on non-discretionary advisory services and educational workshops for retirement plan participants.

Elliot Turner is a financial advisor at RGA Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with RGA Investment Advisors since 2012. RGA Investment Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment process incorporating fundamental, technical, and cyclical analysis, managing portfolios that include individual equities, mutual funds, ETFs, bonds, and affiliated private placements.