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.

Timothy Low is a financial advisor at Forte Asset Management, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Forte since 2005, following prior roles at Credit Suisse Securities and Pershing LLC. Forte Asset Management provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs an institutional, risk-oriented approach that customizes strategic asset allocation and may include tactical adjustments based on research, managing over $322 million in discretionary assets.

Saul Padilla is a financial advisor at Greenwich Creek Capital Management, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Greenwich Creek since 2008 and previously worked at Morgan Stanley & Co. LLC. Greenwich Creek Capital Management serves individual and high-net-worth clients by providing tailored portfolio management and investment advice across a variety of securities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary account management, with a focus on individualized investment policies and continuous portfolio monitoring.

Timothy Bradley is a financial advisor with Dynamic Trading Management, LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Dynamic Trading Management since 2007 and also works with Cabot Lodge Securities LLC. Outside of advisory services, he owns the Timothy Bradley Agency, a transactional business related to broker-dealer and insurance products. Dynamic Trading Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and investment advice primarily to individuals, trusts, and estates. The firm employs a multi-faceted investment approach combining macro analysis with fundamental and technical security selection, focusing mainly on equities and cash, and manages accounts with customized plans based on client objectives, risk tolerance, and tax considerations.

Jeffrey Bernstein is a financial advisor with Silverberg Bernstein Capital Management, holding Series 65 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Cowen and Company LLC, Cowen Prime Advisors LLC, Cowen Prime Services LLC, and Concept Capital Markets, LLC. He serves as a partner and Chief Compliance Officer at his current firm. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser that provides discretionary asset management, financial consulting, and securities research to individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm’s investment approach focuses on concentrated, low-turnover portfolios emphasizing smaller-capitalization companies with proprietary intellectual property and seeks to manage downside risk through careful selection criteria.

Charles Burdette is a financial advisor at Sonder Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Barclays Capital and Lehman Brothers Inc. Burdette is also a venture partner at Nosara Capital, where he has a carried interest in the funds. Sonder Partners provides advisory services primarily by referring clients to a select group of third-party money managers, serving individual and high-net-worth clients as well as other registered investment advisers. The firm bases its recommendations on client suitability assessments and employs a mix of fundamental and technical analysis alongside modern portfolio theory.

Vikram Kaul is a Series 65-licensed financial advisor with 11 years of industry experience. He has been a managing member of NorthStar Portfolio Investments, LLC since 2012 and has worked at the firm since 2014. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental analysis and Modern Portfolio Theory to construct 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.

Byron Stinson is a financial advisor with Hudson Portfolio Management LLC who holds 23 years of experience at the firm and a total of 40 years in the financial services industry. He is also President of Hudson Financial Group, Inc., a company providing broad-based financial advice and tax preparation services. Hudson Portfolio Management LLC is a fee-only, SEC-registered investment adviser serving private individuals, families, trusts, estates, small family businesses, and certain nonprofit organizations. The firm emphasizes asset allocation and diversification, using independent research and a range of investment tools to tailor portfolios to client objectives and risk tolerance.

Brandon Sherwood is a financial advisor at Strong Wealth Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Cortex Technology Capital Management, Cortex Technology Capital Advisors, Sherwood Capital Advisors, and George K. Baum & Company. In addition to his advisory work, he serves as Vice President in investment banking at Strong Capital Markets, LLC. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients, providing financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios using various analytical methods and offers active management of private pooled vehicles, employing performance-based fees for qualified clients.

Michael Robinson is a Series 65-licensed advisor with Ridgeview Asset Management Partners, LLC, where he has worked since 2016. He has a total of 16 years of industry experience, including a decade at General American Investors, Inc. Robinson also serves as a director of a small private company. Ridgeview Asset Management Partners advises high-net-worth individuals, families, trusts, foundations, and endowments through customized, discretionary separately managed accounts, and sponsors private pooled vehicles for institutional investors. The firm employs rules-based, risk-controlled investment programs tailored to client risk profiles, using diversified and tax-sensitive portfolios guided by technology and quantitative benchmarks.

Matthew Hickman is a financial advisor at Greenwich Creek Capital Management, LLC with three years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at American Century Investments and Vision Advisors. Hickman is also a partner in a commission-based wealth management advisory business serving clients in Santiago, Chile. Greenwich Creek Capital Management primarily serves individual clients, including high-net-worth individuals, with tailored portfolio management and investment advice across a range of securities and strategies. The firm offers both discretionary and non-discretionary account management and emphasizes individualized investment policies developed through detailed client discussions.

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.

Frank Rowella Jr. is a financial advisor with R & R Wealth Strategies, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with R & R Wealth Strategies since 2009 and is also a partner at Reynolds & Rowella, LLP, a CPA firm where he provides tax and accounting services. R & R Wealth Strategies offers money manager search and monitoring, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm acts as a solicitor, referring clients to independent registered investment advisers and evaluates managers based on factors such as account size, risk tolerance, and investment philosophy.

Evan Kenagy is a CFP® with eight years of industry experience, currently serving at Colchester Investment Counsel LLC since 2018. His prior experience includes roles at Silver Spring Country Club, The Gym, and Jericho Partnership. Colchester Investment Counsel LLC provides discretionary investment management and financial planning to individuals, families, small businesses, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a focus on asset allocation and long-term holdings, managing approximately $128.8 million across diverse client portfolios.

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.

Herbert Diamant is a financial advisor at Diamant Asset Management, Inc. with 49 years of industry experience. He has been with Diamant Asset Management since 1998 and previously worked at Diamant Investment Corporation from 1978 to 2018. He holds Series 63 and Series 65 registrations. 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 approach based on fundamental analysis, constructing portfolios with distinct equity and fixed-income segments and emphasizing capital preservation.

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.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, with nine years of industry experience. He previously worked at Castle Hill Capital Partners and spent 21 years at Davis Selected Advisors. Whitaker holds Series 63 and Series 65 licenses. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates classified as qualified clients. The firm follows a long-term, low-turnover approach supported by proprietary research and third-party analysis, integrating artificial intelligence tools for decision support and maintaining an institutional custody relationship.

Steven Baker is a financial advisor with Investors Capital Management Inc. in Darien, CT, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with Investors Capital Management since 2012. Outside of advisory work, he is a member of several LLCs involved in personal and multifamily real estate holdings. Investors Capital Management, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management and financial guidance to individuals, families, trusts, foundations, pension plans, and charitable organizations. The firm employs a long-term, low-turnover investment approach based on fundamental research, emphasizing growth, valuation, and global trends, while tailoring portfolios to client risk tolerance and specific preferences.