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.

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 Series 63-licensed financial advisor with 29 years of industry experience. He currently operates through Settanni Financial LLC and has held roles at Purshe Kaplan Sterling Investments, Sutton Place Investors, LLC, and Cetera, among others. Outside of his advisory work, he serves on multiple nonprofit boards, including the Oakland Cemetery Association and Cabrini of Westchester, and is president of Special Kids of New York, a nonprofit focused on supporting children in need. Settanni Financial is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and integrated wealth management with a fiduciary, long-term approach, utilizing diversified portfolios and a comprehensive risk-tolerance review process.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to founding KP7 Investors in 2021, he spent 21 years at Davis Selected Advisors and one year at Castle Hill Capital Partners. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates defined as “Qualified Clients.” The firm employs a long-term, low-turnover investment approach combining proprietary research, third-party analysis, and AI tools for decision support, managing a select client base with a focus on portfolio alignment with financial, tax, and risk considerations.

Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham Lane since 2016. In addition to his advisory role, Olivieri is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC offers discretionary investment management services to individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation through concentrated portfolios and uses a variety of investment instruments, including derivatives.

Theodore Krauss is the principal of Krauss Whiting Capital Advisors LLC in Stamford, CT, holding a Series 65 license and bringing 26 years of industry experience. He is also the managing partner and founder of Krauss Whiting CPAs LLP, a certified public accounting firm where he performs public accounting services. Krauss Whiting Capital Advisors provides individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a combination of fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence as part of its investment process.

Naoka Nakagawa is a financial advisor at Prism Planning and Solutions Group with 23 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Insight Advisors, LLC. Nakagawa joined Prism Planning and Solutions Group in 2026. Prism Planning and Solutions Group is a newly registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers a broad range of retail services including financial planning, coaching, estate-planning document services, and discretionary investment management, with an investment approach focused on diversified asset allocation using ETFs and modern portfolio theory principles.

Neil Kenagy is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Colchester Investment Counsel LLC since 2000. Colchester Investment Counsel provides discretionary investment management and standalone financial planning services to individuals, families, small businesses, and charitable organizations. The firm employs a long-term, relatively conservative investment approach that combines fundamental and technical analysis, focusing on dividend-oriented equities and investment-grade bonds, while tailoring asset allocation to clients’ goals and risk tolerance.

Catherine Gilhuley is an advisor at Sterling Legacy Advisors Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors, LLC. Outside of her advisory roles, she was involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. is a New Jersey-based firm offering portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm employs an individualized approach using various analytical methods and integrates financial planning with ongoing portfolio management.

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.

Matthew Krusko is a CFP® professional with 13 years of experience in financial advising, currently serving at Golden Bay Advisors LLC since 2013. He holds the Series 66 designation and is based in Chappaqua, NY. Golden Bay Advisors primarily serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial planning. The firm’s investment strategy emphasizes exchange-traded funds supplemented by individual stocks, mutual funds, and various equity and debt instruments, managing approximately $295.7 million in assets across about 147 accounts.

Vivian Dean is a financial advisor at Municipal Asset Management Inc. with four years of industry experience and holds a Series 65 designation. 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 guide active portfolio management across various trading strategies, maintaining a small client base for highly customized fixed-income solutions.

Kyra Palmer is a financial advisor at Oak Financial Group Inc in Stamford, CT, holding a Series 65 designation with 18 years of industry experience. She has been with Oak Financial Group since 2006. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm focuses on long-term investment strategies primarily using mutual funds, emphasizing diversification and alignment with client objectives and risk tolerance.

Michael Porro is a CFP® professional with 23 years at Michael J. Porro & Co. Financial Advisors, Inc. and 13 years of industry experience. He serves as a general partner in three limited partnerships that hold real estate. Michael J. Porro & Co. Financial Advisors provides investment management and financial planning to individual clients, trusts, estates, corporations, and pooled investment vehicles, employing a structured six-step planning process and actively managed portfolios across multiple asset classes.

Anthony Pagano is a financial advisor with Joseph P. Lucia & Associates, LLC, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Client One Securities, LLC, and FSC Securities Corporation. Outside of his advisory role, he is also licensed to provide various insurance products. Joseph P. Lucia & Associates serves individuals, including high net worth clients, and small businesses by offering integrated wealth management services that encompass portfolio management, financial planning, insurance planning, and estate planning. The firm employs a client-suitability approach with ongoing monitoring and uses a combination of fundamental, technical, and cyclical analysis alongside both long-term and tactical trading strategies.

David Settanni is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He is currently a principal at Settanni Financial LLC and DVS Capital Partners GP, LLC, a private fund management firm. In addition to his advisory work, he is a volunteer firefighter with the Greenwich Fire Department and serves on the board of Special Kids of NY, a nonprofit organization. Settanni Financial is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, retirement-plan advisory, financial planning, and integrated wealth management, utilizing a fiduciary, long-term approach with diversified portfolios that incorporate mutual funds, ETFs, individual securities, options, private equity, and third-party managers.

James Crabb is a financial advisor at One Oak Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak in 2017. Outside of his advisory role, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit providing assistance and religious training to disadvantaged groups in Israel. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy investments, and manages multiple onshore and offshore funds.

Lawrence Blau is a CFP® professional with five years of industry experience, currently serving at LL Financial Services, LLC, where he has worked since 2016. In addition to his advisory role, he owns and operates a photography business, Larry's Eyes, LLC, based in Ossining, NY. He also provides tax preparation and accounting services through LL Financial Services, dedicating the majority of his time to these activities alongside his financial advisory duties. LL Financial Services, LLC is a small, state-registered advisory firm that serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers written financial planning, portfolio management, and retirement-plan consulting, emphasizing an individualized investment approach grounded in fundamental analysis and tax-aware asset allocation tailored to client goals and circumstances.