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.

Peter Heine is a financial advisor with Strong Wealth Advisors, LLC in White Plains, NY. He holds Series 63 and Series 65 licenses and has experience at Smith Graham & Co Investment Advisors L.P. from 2009 to 2022, followed by roles at Loop Capital Asset Management and Strong Wealth Advisors. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients, offering financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios integrating various analysis methods and actively manages private pooled investment vehicles, often using performance-based fees for qualified clients.

Peter Joers III is a financial advisor at Avos Capital Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Silver Creek Capital Advisors and Greenline Partners, LLC. Avos Capital Management provides discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm constructs diversified portfolios primarily using publicly traded securities and exchange-traded funds, supplemented by actively traded components to enhance risk-adjusted returns, and manages specialized strategies including a private fund and an exchange-traded fund.

Glenn Hechler is a financial advisor at Stage Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Securities Corporation and National Asset Management, Inc. He serves as vice president of a local nonprofit sports board in Somers, NY. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities, providing discretionary portfolio management and pension consulting. The firm manages approximately $103 million in assets for about 200 clients using a range of investment strategies tailored to each client's needs.

Michael Tom is a CFP® professional with four years of industry experience. He has been with Point B Planning LLC since 2015. AtwoB serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies using diversified mutual funds and ETFs, offers ongoing portfolio monitoring, and maintains documented fiduciary practices.

Nicholas Romano is a financial advisor at Eagle Wealth Advisors in Stamford, CT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Deloitte and MRD Lighting. Eagle Wealth Advisors provides investment management and financial planning services to individual, high-net-worth, and institutional clients, managing approximately $164 million across 100 accounts. The firm customizes portfolios using proprietary tools and optimization software, offering a range of strategies from asset allocation to tax-managed approaches, and includes access to outside managers and ESG-aligned options upon request.

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.

Gordon Armstrong is a financial advisor with Strong Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He is the founder, CEO, and president of Strong Capital Markets, LLC, a broker-dealer based in Stamford, CT. Armstrong has held previous roles at firms including March Capital Corp, Blaylock Van, LLC, and North South Capital. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, consulting, and private placement investments. The firm constructs customized portfolios using a range of analysis methods and manages accounts across multiple asset classes, often engaging in active management of private pooled investment vehicles.

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.

Thomas Garvey is a financial advisor at LCR Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Capital Financial Advisers, LLC since 2009. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals, families, trusts, institutions, and retirement plans. The firm offers customized portfolio management with a tax-aware, long-term approach, employs a range of strategies including derivatives and third-party managers, and acts as sponsor and investment manager of a venture-capital private fund.

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.

Brett Howard is a financial advisor at Howard Wealth Management, LLC with 23 years of industry experience. He has held roles at APW Capital, Inc. and Cherry Street Partners before joining his current firm in 2018. Outside of advising, Mr. Howard is a member of 47 Lafayette Place, LLC, which manages a real estate property unrelated to investment activities. Howard Wealth Management serves individuals, including high-net-worth clients, pension plans, and corporate clients, managing approximately $356 million in discretionary assets. The firm offers customized portfolio management and wealth planning services with an emphasis on educational outreach and a fiduciary, long-term investment approach.

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.