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 with professional credentials including Series 65 and Series 63 licenses. He has over 15 years of industry experience, having worked previously at Smith Graham & Co Investment Advisors L.P. and Loop Capital Asset Management. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, and consulting services. The firm offers customized portfolio construction using a variety of analysis methods and manages private pooled investment vehicles, often with performance-based fee structures for qualified accounts.

Jeffrey Kinzel is a CFA® charterholder with 12 years of industry experience. He has been with CK Advisors, LLC since 2006, where he serves as one of two advisors. CK Advisors serves high-net-worth individuals, related entities, and select institutional clients, managing approximately $96.7 million in discretionary assets. The firm employs a bottom-up, fundamental value investing approach focused on company-level analysis and portfolio concentration in individual equities, complemented by fixed income and cash instruments as needed.

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.

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.

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.

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.

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.

Matthew Kinzer is a financial advisor at Markin Asset Management, LP with five years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Markin Asset Management and its related entities since 2019. He also has a background with Bank of America Private Bank. Markin Asset Management provides discretionary investment management to private pooled funds and separately managed accounts for individuals, trusts, endowments, and family offices. The firm uses proprietary multi-asset quantitative models with artificial intelligence and machine-learning techniques to construct and regularly rebalance portfolios, serving both fund investors and individual clients.

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.

Leonardo Brenes is affiliated with One Oak Capital Management, LLC and holds a Series 65 license. He has 24 years of experience at Michael DeRosa Accounting. One Oak Capital Management provides discretionary portfolio management to high-net-worth and individual clients, pooled investment vehicles, and private funds. The firm focuses on fixed-income strategies with investment-grade corporate and municipal bonds and operates a Multi-Strategy Fund that allocates to various liquid strategies while utilizing sub-advisers under a first-loss framework.

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 66 and Series 63 licenses and has previously worked at Barclays Capital and Lehman Brothers Inc. Burdette also serves as a venture partner at Nosara Capital, where he holds carried interest in the funds. Sonder Partners provides advisory services to individual and high-net-worth clients, focusing primarily on referring prospective clients to a select group of third-party money managers. The firm uses a suitability assessment to guide recommendations and employs a range of investment analysis techniques while primarily relying on the strategies of recommended managers.

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.

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.