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.

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.

Robert Groesbeck is a CFA® charterholder and principal at Groesbeck Investment Management Corp, where he has worked for over 33 years. He has 12 years of industry experience and is based in Glen Rock, NJ. Groesbeck Investment Management Corp provides discretionary equity portfolio management to institutional and individual clients, employing a bottom-up investment process with focused dividend growth and earnings growth strategies. The firm manages concentrated portfolios with disciplined valuation criteria and participates in third-party wrap programs as a sponsored portfolio manager.

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.

Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.

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.

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.

Richard Polo Jr. is a financial advisor with Retirement Wealth Management, LLC, holding Series 65 and Series 66 designations and having 12 years of industry experience. Prior to joining Retirement Wealth Management in 2020, he was a self-employed consultant and worked at Cetera and Merrill. He is also involved in a public accounting and tax consulting practice, Polo Financial Consulting & Tax Services, LLC. Retirement Wealth Management, LLC is a supported advisory firm managing approximately $60.7 million for around 86 clients including individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamentally driven investment approach and offers discretionary wealth management, financial planning, and third-party insurance consulting, with a distinctive affiliation to an accounting and tax-preparation entity.

Adam Kalender is a CFP® with 28 years of industry experience. He is currently with Milestone Asset Management Group, LLC and has previously worked at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also serves as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index funds and ETFs, with tailored investment plans based on each client’s objectives and risk tolerance.

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.

Alana Stone is a CFP® with 20 years of experience and has been with Heydorn Stone Capital Management LLC since 2005. She holds a Series 63 license and works out of Larchmont, NY. Heydorn Stone Capital Management LLC is an independent registered investment adviser managing approximately $125.6 million across about 105 client relationships. The firm provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, endowments, foundations, and corporations, using a client-centered approach that emphasizes diversification and tailored asset allocation.

Peter Heine is a financial advisor at Strong Wealth Advisors, LLC in White Plains, NY. He holds the Series 65 and Series 63 designations and has experience at firms including Smith Graham & Co Investment Advisors L.P. and Loop Capital Asset Management. Strong Wealth Advisors serves high-net-worth and other individual investors, businesses, and institutional clients by providing financial planning, portfolio management, consulting, and private placement services. The firm employs a range of analytical methods to build customized portfolios and actively manages private pooled investment vehicles, often using performance-based fee structures for qualified clients.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving at Saiph Capital, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Saxton is a member of the Screen Actors Guild and occasionally works as an actor, extra, and stunt player. He is also president of The Saxton Foundation, a charitable organization. Saiph Capital provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and banking institutions. The firm manages approximately $361 million in assets and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios using mutual funds, ETFs, individual securities, and Independent Managers.

Anthony Daria is a financial advisor at Strategic Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Wealth Management since 2006. Strategic Wealth Management primarily serves individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management, retirement planning, and other financial services. The firm uses model portfolios focused on diversification through ETFs and mutual funds and manages predominantly non-discretionary assets for a client base of everyday investors.

Craig Arons is the managing member and chief compliance officer of Arons Wealth Management LLC with one year of experience in investment management. He holds the PFS™ designation and has been the owner of an accounting practice, Craig M Arons CPA PFS PC, since 2012. Arons Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm uses a variety of investment methods and emphasizes long-term trading under discretionary authority while also offering hourly financial-planning engagements.

Richard Wolfe is a CFP® with 21 years of industry experience and has been with Saddle River Capital Management, LLC since 2003. He is based in Wyckoff, NJ, and holds a Series 65 license. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients by providing portfolio management and comprehensive financial planning. The firm uses a proprietary research model combining fundamental and technical analysis to construct cost-efficient, globally allocated portfolios primarily using ETFs and mutual funds, with an emphasis on ongoing planning and performance tracking through quarterly reviews and modeled scenario testing.

Jennifer Lammer is a financial advisor at Diamond NestEgg with a Series 65 license and four years of industry experience. She has been with Diamond NestEgg since 2019 and is also the Chief Executive Officer and Managing Member of Lammer and Company, LLC, an inactive business entity. In addition to her advisory role, she works part-time as an independent insurance agent. Diamond NestEgg primarily serves individual clients by providing comprehensive financial planning, one-on-one coaching, and retirement and education planning. The firm emphasizes planning and client-directed implementation, focusing on educational programming and online personal finance courses rather than discretionary portfolio management.

Gail Wiesenfeld is a financial advisor at Nardis Advisors LLC in New Rochelle, NY, with 10 years of industry experience. She has been with Nardis Advisors since 2013. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm offers customized portfolios across multiple asset classes, including socially responsible investment options, and maintains a cross-border operating posture with multiple offices and formal arrangements with non-U.S.-registered subadvisers.

Larry Luxenberg is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Lexington Avenue Capital Management, LLC since 2001. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm emphasizes long-term, diversified portfolios using low-fee passive mutual funds and ETFs, incorporates behavioral-finance insights, and operates under a formal ERISA fiduciary framework for retirement-plan advice.

Jeffrey Gibs is a financial advisor at Volumetric Advisers with five years of industry experience. He holds Series 63 and Series 65 designations and has been with Volumetric Advisers since 2015. Volumetric Advisers primarily provides investment advisory services to the registered mutual fund Volumetric Fund, Inc., along with portfolio management for separately managed accounts and advisory services to individuals and small businesses. The firm uses a proprietary volume-and-trend methodology called the “Volume and Range” system to guide its investment decisions.