James Lubin is a financial advisor at Infiniti Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Beacon Hill Private Wealth Management and CBOE. Lubin’s career also includes a long tenure at Lehman Brothers Inc. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, including specialized services like divorce financial planning. The firm’s approach centers on asset allocation and diversification using mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor portfolios through regular reviews.

Joe Solan is a financial advisor with 24 years of industry experience, currently with 4Sight Advisors LLC since 2017. He holds the Series 63 and Series 66 credentials. Prior to 4Sight Advisors, Solan worked in mortgage loan origination roles at Reliant Home Funding, RealFi Home Funding, Residential Home Funding, and The Confluent Group. Outside of finance, he is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations focused on education and community services. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes a variety of analytical approaches and includes non-traditional investment vehicles such as real estate funds, venture capital funds, and private placements in its portfolios, managing assets in-house with custody arrangements through Interactive Brokers and Charles Schwab Advisor Services.

Thomas Childs is a financial advisor at DJG Financial Services, Inc. with one year of industry experience. He previously worked at Santander Bank, NA for eight years and MUFG for one year. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset allocation approach using stocks, mutual funds, ETFs, and fixed-income securities, and offers a performance-based fee option alongside a connection to an accounting practice.

Neil Hackman is a financial advisor with Oak Financial Group Inc in Stamford, CT, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with Oak Financial Group since 1992. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm emphasizes a long-term investment approach focused on diversification and alignment with client objectives, primarily using mutual funds, and offers occasional no-fee educational seminars to the public.

Alex Socolof is a financial advisor with Strategic Wealth Management LLC in Briarcliff Manor, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Strategic Wealth Management since 2006. Outside of advising, Socolof is a 49% owner of Rifency, a research and development company focused on emission reduction technology. Strategic Wealth Management serves primarily individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management and financial planning. The firm emphasizes diversified, model-driven investment strategies using ETFs and mutual funds, with a focus on non-discretionary client engagement.

Benjamin Thomas is a financial advisor at 4Sight Advisors LLC with two years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior work includes roles at AscendLearning LLC, Harrington ED, MML Investors Services Inc, and Mass Mutual. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a variety of analytical approaches and incorporates non-traditional and pooled investment vehicles, managing client assets in-house with custodial arrangements at Interactive Brokers LLC and Charles Schwab Advisor Services.

Vito Collacuro is a financial advisor with Settanni Financial LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Cetera and has served as a tax preparer with Settanni CPA, a role he maintains alongside his advisory work. Settanni Financial is an SEC-registered advisory firm managing approximately $397 million across about 155 client relationships. The firm serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, and offers investment management, retirement-plan advisory, financial planning, and integrated wealth-management services with an emphasis on a fiduciary, long-term investment approach.

Gamal Walker is a financial advisor with 4Sight Advisors LLC in Nyack, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank and is a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a mix of analytical approaches and includes non-traditional investment vehicles such as real estate funds and venture capital in its portfolios.

Jeffrey Speight Jr. is an advisor at Diamant Asset Management, Inc. He holds Series 65 and Series 63 licenses and has experience dating back to 2006, including a long tenure at Sasco Capital. He joined Diamant Asset Management in 2025. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy based on fundamental analysis, with portfolios structured to emphasize capital preservation.

James Whiting is a financial advisor at Krauss Whiting Capital Advisors LLC with 22 years of industry experience. He holds a Series 65 designation and has been a partner at Krauss Whiting CPAs LLP since 1988, where he is a licensed Certified Public Accountant providing public accounting services. He divides his time between the CPA firm and the investment advisory business in Stamford, Connecticut. Krauss Whiting Capital Advisors offers individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm combines fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence, with discretionary or non-discretionary account management.

David Yvars Jr. is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with The David J. Yvars Group Inc., where he has worked since 2023, following 14 years at The David J Yvars Group. The David J. Yvars Group Inc. advises individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning using customized portfolios that incorporate fundamental, technical, and cyclical analysis, with strategies including option writing, margin use, and rebalancing.

Viktoria Kamin is a CFP® professional with five years of industry experience. She has been with Financial Asset Management Corp since 2005. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages approximately $436 million in client assets and employs model-based portfolio allocations focusing on mutual funds, ETFs, and individual securities with a long-term investment orientation.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2017, as well as Liberty Bank Investment Services and Raymond James Financial Services from 2015 to 2017. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment philosophy focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.

Edward Hadad is a CFP® professional with five years of industry experience. He has worked at Financial Asset Management Corp since 2020 and previously spent six years at the Institute for New Economic Thinking. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans, managing approximately $436 million in client assets. The firm employs model portfolios based on fundamental and cyclical analysis, primarily using mutual funds, ETFs, individual securities, and Independent Managers with a generally long-term investment approach.

Sheila Pettee is a CFA® charterholder with 35 years of experience in the investment industry. She is president and chief compliance officer of Pettee Investors, Inc., where she has worked since 2015. Since 2018, she has also been involved with Hoya Capital Real Estate, LLC. Pettee Investors, Inc. provides discretionary and non-discretionary investment management to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutions. The firm focuses on valuation-driven equity strategies across large- and mid-cap growth and equity REITs, employing fundamental and technical analysis with a typical one- to three-year investment horizon.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

Scott Kahan is a CFP® professional with five years of industry experience, currently affiliated with Financial Asset Management Corp in Chappaqua, NY. He has been with Financial Asset Management Corp since 1986, contributing to the firm's activities over a span of approximately 40 years. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages around $436 million in client assets using model portfolios based on fundamental and cyclical analysis, primarily with mutual funds and ETFs, emphasizing long-term strategies without engaging in aggressive trading approaches.

Josh Minotta is a financial advisor at Stage Wealth Management, Inc. with a Series 65 credential and one year of industry experience. He has worked at Gladstone Wealth Partners and Stage Wealth Management since 2026 and held roles in insurance sales at North Shore Life & Health Agency Inc. since 2023. Outside of advisory work, he is involved in life and health insurance sales. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities. The firm provides discretionary portfolio management and pension consulting, managing approximately $103 million in assets for around 200 clients through a team of four advisors.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Lindsay La Fleur is a financial advisor at LL Financial Services, LLC with 10 years of industry experience. She holds a Series 63 designation and has been with LL Financial Services since 2016. LL Financial Services, LLC is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides customized financial planning, portfolio management, and retirement-plan consulting, managing approximately $35.8 million for about 64 clients, and offers in-house accounting and tax-preparation services alongside investment advice.