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.

Jeff Ho is a financial advisor with Generation Wealth Management in New York City. He holds a Series 65 designation and has nine years of industry experience. Ho has been a sole proprietor since 2017 and has worked at Generation Wealth Management since 2016. He also serves as an insurance agent in a separate business activity. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both one-time and ongoing planning, including retirement plan consulting and public seminars.

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.

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

John Williams is a financial advisor at Bautis Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bautis Financial since 2018, including its current iteration since 2020. Prior to his advisory career, he was involved with Woosh Athletic, LLC, an athletic-related business. Bautis Financial, LLC provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with about $197 million in discretionary assets. The firm’s investment approach is guided by client-specific Investment Policy Statements and employs a range of analytical tools to implement diverse trading strategies, with additional focus on insurance and risk-management services.

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.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining First Light Wealth Advisors in 2017. Outside of his advisory role, he is a managing partner of RJE Marine Services LLC, a charter boat business run by his son. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to manage portfolios across various asset classes, primarily on a discretionary basis.

Jay Mc Neill is a CFP® with five years of experience at Main Street Financial and over nine years as Managing Member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. He also worked for five years at ATS Advisors, a certified public accounting firm. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million across about 98 clients, using customized asset allocations and portfolio strategies that combine fundamental and technical analysis with a long-term focus while allowing tactical adjustments.

Stephen Varlotta is a Series 65-licensed advisor at ProAthlete Wealth Management LLC with no prior industry experience. His work history includes roles at SL Green Realty Corporation, Greystone Monticello, Piper Sandler, and academic positions at the University of Southern California Marshall School of Business and Syracuse University. ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services primarily to individuals, including high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, serving a client base that includes professional athletes with specialized concierge support.

Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and previously worked at UBS Securities LLC and Credit Suisse Securities (USA) LLC. Outside of his advisory work, he owns income-producing real estate in London. Diamond NestEgg serves individual clients by providing comprehensive financial planning, coaching, and educational programs. The firm focuses on client-directed implementation and favors passive investment strategies, emphasizing education through workshops and online courses rather than discretionary portfolio management.