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.

Seth Varnhagen is a financial advisor at Fifth Set Private Wealth Management LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at North Castle Advisors, LLC for 17 years. Outside of his advisory role, he serves as the sole trustee for a family testamentary trust. Fifth Set Private Wealth Management LLC is an independent advisory firm that provides portfolio management, financial planning, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and regular portfolio reviews.

David Winer is a financial advisor at Calm River Capital LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Access Wealth Management and Silver Pine Capital, LLC. Outside of his advisory role, he serves as adjunct faculty at Boston University’s Questrom School of Business. Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high-net-worth clients, focusing on equities and ETFs implemented primarily through a covered-call option strategy. The firm tailors portfolios to clients’ goals, risk tolerance, and time horizon, employing a variety of analytic methods and trading strategies.

Jason Dos Santos is a financial advisor at Milagre Wealth Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include work at the Virtual Civilization Initiative and Marist College. Milagre Wealth Management offers fee-based investment management and financial planning services to individuals, trusts, and estates. The firm employs a range of analytical methods and trading strategies, tailoring portfolios based on client risk profiles while managing a large client base from multiple offices.

Gary Reetz is a financial advisor at One Oak Capital Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at One Oak since 2020. Prior to that, he spent 17 years at Regis Advisors and has been affiliated with Fox Chase Capital Partners since 2000. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolios, utilizing multiple fund structures and third-party manager allocations.

Thomas Papa is a financial advisor at OakTrust Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with OakTrust since 2014, concurrently maintaining a relationship with LPL Financial since 2003. Outside of his advisory role, he is involved in a travel-related business, Travel by Helen, LLC. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm constructs customized portfolios using a range of investment vehicles and emphasizes long-term, client-specific strategies supported by ongoing reviews and oversight of independent managers.

Asher Rogovy is a financial advisor at Magnifina, LLC with four years of industry experience. He holds a Series 65 designation and has been with Magnifina since 2020 after eight years of self-employment. Outside of his advisory role, he is a non-managing member of several real estate investment entities. Magnifina primarily serves individual investors, including high net worth individuals, family offices, trusts, and nonprofit organizations, offering discretionary portfolio management, financial planning, and retirement rollover guidance. The firm uses a bespoke research database for investment decisions, focusing on equity with supplemental pooled funds and fixed income, and provides access to quantitative index strategies and alternative investments when appropriate.

Nathaniel Ralston is a financial advisor at Shearman, Ralston Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shearman, Ralston Inc. since 2012. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm provides discretionary and non-discretionary portfolio management and investment advice across a broad range of instruments, employing fundamental, technical, and charting analysis, with a notable emphasis on non-discretionary asset management.

Bonnie Yam is a CFP®, CFA®, and ChFC® with 18 years of experience in the financial industry. She has been with Pension Maxima Investment Advisory, Inc. since 2007 and is currently associated with Mi Lino Gato. Outside of advisory work, she provides financial wellness education through SUNY Westchester and operates a tax planning firm, Mi Lindo Gato, where she manages client inquiries and tax preparation services. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm focuses on pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, with an advisory practice that is largely non-discretionary.

Peter Scholtz is a financial advisor at Scholtz & Company, LLC in Stamford, CT, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Scholtz & Company since 1993. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts, employing a combination of in-house fundamental research and technical analysis, with investment strategies that include Balanced, All Cap Equity, Income, Small Cap Equity, and Tactical Allocation approaches.

Paul Dossantos is a financial advisor at Milagre Wealth Management, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at International Equity Services, Inc. and JSK Associates. Milagre Wealth Management serves individual clients, trusts, and estates with discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis and actively manages client assets, often adjusting allocations in anticipation of market changes.

Michael Mullane Jr. is a financial advisor at Stage Wealth Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gladstone Wealth Partners, National Securities Corp, National Asset Management, Inc., and Lucas & Associates. He is also an independent insurance agent involved in insurance sales and services. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities, managing approximately $103 million in discretionary assets. The firm offers tailored investment advice with discretionary portfolio management, incorporating fundamental, technical, and charting analyses and employing a mix of long- and short-term strategies.

Ronald Robins is a financial advisor at Beacon Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2000. Outside of his advisory role, Robins is a licensed insurance agent and serves as president of Family Stewards Inc., a business related to his investment activities. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management through a multi-step planning process and employs a mix of active and passive strategies, including its own wrap fee program.

Yingying Tan is a financial advisor at AMFA LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs in 2017. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients. The firm employs a tailored, data-driven investment process with quantitative strategies based on statistical modeling, including momentum, statistical-arbitrage, and mean-reversion approaches, and is notable for its active trading in derivatives and digital assets.

Kavita Rathi is a financial advisor at NorthStar Portfolio Investments, LLC with one year of industry experience. She holds a Series 65 designation and previously focused on full-time parenting for over a decade before joining NorthStar. Outside of advisory work, she is a partner in Miraansh Aditia LLC, an investor and consultant in a UPS franchise store. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to develop custom portfolios and offers both discretionary and non-discretionary management, with a focus on higher asset-per-client relationships supported by technology for held-away account management.

Benjamin Robins is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Beacon Financial Advisors since 2015. His credentials also include the Series 63 license. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales. Beacon Financial Advisors is an independent wealth advisory firm that provides financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a multi-step planning process and combines strategic and tactical asset allocation using both active and passive managers.

Joseph Lee is a financial advisor at The David J. Yvars Group Inc. with four years of industry experience. He holds a Series 66 designation and has been with the firm since 2023. Outside of his advisory role, he serves as a clubhouse manager for the New York Yankees, a position he has held since 1995. The David J. Yvars Group Inc. advises individual and high-net-worth clients, as well as pension plans, trusts, and corporations. The firm provides discretionary portfolio management and integrated financial planning, using a combination of fundamental, technical, and cyclical analysis to construct customized portfolios tailored to client goals and restrictions.