Markus Lammer is a Series 65 licensed financial advisor at Diamond NestEgg with 10 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC. He also owns income-producing real estate in London, United Kingdom. Diamond NestEgg works primarily with individual clients, offering comprehensive financial planning, coaching, retirement and education planning, and modular advisory services. The firm emphasizes planning and client-directed implementation over discretionary management and supports investment strategies focused on passive vehicles such as mutual funds, ETFs, equities, fixed income, and REITs.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

Kent Sheng is a CFA charterholder with 24 years of industry experience. He has been with Tandem Capital Management, Inc. since 1991, serving in his current role for over three decades. Outside of his advisory work, he serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual and high-net-worth clients. The firm employs an actively managed growth-at-a-reasonable-price equity strategy combined with selective fixed-income investing and integrates wealth planning with portfolio management.

Richard Rebori is a CFA® charterholder with eight years of experience in financial advising. He has been with Point B Planning, LLC dba Atwob since 2014. Atwob serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies primarily using diversified mutual funds and ETFs, with a focus on fundamental analysis and long-term orientation.

Irwin Milch is a financial advisor at M & I Financial Planning Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with M & I Financial Planning Services since 2003. Milch also maintains a long-term association with Gary Goldberg & Co., Inc. since 1997. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm employs a conservative, asset-preservation investment approach with discretionary portfolio management and considers clients’ broader financial situations including real estate, insurance, and tax factors.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Michael Dunne is a CFP® professional with eight years of experience, currently serving as an advisor at Cereus Financial Advisors, LLC since 2018. He is the treasurer of the Ramsey Democratic Club, where he manages the organization’s financial records and banking activities. Cereus Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a blend of passive quantitative models, selected external managers, and active tax management, supported by AI-driven research and portfolio analysis tools.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored financial planning.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.

Donato Settanni is a financial advisor with Settanni Financial LLC in Armonk, NY, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Sutton Place Investors, Cetera, and his own firm, Settanni Financial. Outside of advisory work, he serves as president of Special Kids of New York, a nonprofit supporting children in need, and holds board positions with several local organizations including Oakland Cemetery Association, St. Patrick’s Church, and Cabrini of Westchester. Settanni Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, managing approximately $397 million across 155 client relationships. The firm offers discretionary and non-discretionary investment management, retirement-plan advisory, financial planning, and integrated wealth management, employing diversified portfolios constructed through fundamental and cyclical analysis with ongoing monitoring and rebalancing.

Robert Canzani is a financial advisor at Saiph Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for five years before joining Saiph Capital in 2021. Saiph Capital provides financial planning, consulting, and investment management services to a diverse client base including high-net-worth individuals, trusts, charitable organizations, corporations, pension plans, and banking institutions. The firm employs a long-term strategic asset allocation approach complemented by tactical adjustments, utilizing mutual funds, ETFs, individual securities, Independent Managers, and proprietary model portfolios.

Naoka Nakagawa is a financial advisor at Prism Planning and Solutions Group with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Insight Advisors, LLC, Morgan Stanley Smith Barney, and Merrill. Prism Planning and Solutions Group is a newly formed supported investment adviser offering financial planning, coaching, consulting, estate-planning document services through a third party, investment advice, and wealth management. The firm serves both individual and high-net-worth clients and follows a structured multi-step planning process with an emphasis on diversified, low-cost core portfolios and formalized estate-document services.

Tyler Kennedy is a financial advisor at Vaughan and Company Securities, Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Betterment. Vaughan and Company Securities, Inc. provides discretionary investment advisory services primarily to individual and high-net-worth clients, as well as pension, profit-sharing, and 401(k) plan sponsors. The firm’s investment approach includes individual portfolio management, financial planning, and the use of third-party managers, with strategies aligned to clients’ objectives and reviewed regularly.

Catherine Gilhuley is a financial advisor with Sterling Legacy Advisors Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Sterling Legacy, she worked at LPL Financial and Equitable Advisors, LLC. Gilhuley has also been involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm combines a client-centered approach with a range of investment strategies and operates as a small team from a single office.

Lauren Wong is a CFA® charterholder with 24 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. Wong also serves as Vice President of SYS INVESTORS CORP., the parent holding company for Tandem Capital Management. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity strategy combined with selective fixed-income security selection and integrates wealth planning into its portfolio management.

William Chen is a financial advisor at Tandem Capital Management, Inc. with eight years at the firm and a total of four years in the industry. He holds a Series 65 designation and previously worked at CLSA Americas for two years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial planning for individual clients, including high-net-worth households. The firm manages approximately $280 million across about 84 client relationships, employing a growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrated wealth planning.

Julia Peloso Barnes is a CFP® professional with 42 years of industry experience. She has worked at Prism Planning and Solutions Group since 2026, and previously held roles at Insight Advisors, LLC and Morgan Stanley. Barnes serves as Immediate Past President and a member of the Board of Directors for the Estate Planning Council of Westchester, a nonprofit focused on the exchange of ideas among estate planning professionals. Prism Planning and Solutions Group is a newly formed supported investment adviser offering financial planning, coaching, consulting, estate-planning document services, investment advice, and wealth management. The firm employs a structured planning process with low-cost, diversified portfolios and utilizes third-party providers for estate documents and investment management services.

Harlan Malter is a financial advisor at Saposh & Malter, Inc. with 7 years of industry experience. He holds a Series 63 designation and has been with Saposh & Malter since 1998. Outside of his advisory role, he maintains an independent tax practice, dedicating a portion of his time to preparing tax returns. Saposh & Malter, Inc. provides discretionary portfolio management and financial planning to individuals, small businesses, retirement plans, trusts, and estates. The firm manages approximately $24.4 million across 19 client relationships and emphasizes strategic asset allocation supported by tactical adjustments, using a combination of active and passive funds, individual securities, and third-party research.

Robert Saposh is a CFP® with seven years of industry experience and has been with Saposh & Malter, Inc. since 1998. He is also a Certified Public Accountant and maintains an independent tax practice focused on personal tax preparation. Saposh & Malter is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, small businesses, retirement plans, trusts, and estates. The firm manages approximately $24.4 million across 19 client relationships and uses a strategic asset allocation approach supplemented by tactical shifts, relying on computer models and third-party research to guide investment decisions.