Kavita Rathi is a financial advisor at NorthStar Portfolio Investments, LLC with one year of industry experience. She holds a Series 65 designation and previously focused on full-time parenting for over a decade before joining NorthStar. Outside of advisory work, she is a partner in Miraansh Aditia LLC, an investor and consultant in a UPS franchise store. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to develop custom 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.

Adam Kalender is a CFP® with 28 years of industry experience. He is currently with Milestone Asset Management Group, LLC and has previously worked at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also serves as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index funds and ETFs, with tailored investment plans based on each client’s objectives and risk tolerance.

Benjamin Robins is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Beacon Financial Advisors since 2015. His credentials also include the Series 63 license. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales. Beacon Financial Advisors is an independent wealth advisory firm that provides financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a multi-step planning process and combines strategic and tactical asset allocation using both active and passive managers.

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 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.

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.

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.

Todd Greenberg is a CFP® with 15 years of industry experience, currently serving as an advisor at Blank Equity Management LLC. He has worked at Lowell Road Asset Management, Inc. since 2012 and is a principal at Bridgeway Legal Funding, where he contributes to strategic planning outside of trading hours. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes a long-term buy-and-hold investment approach tailored through client interviews and employs a variety of analytical methods to inform its recommendations.

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.

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.

Matthew Blank is a CFP® professional with 11 years of industry experience. He has served as an investment advisor representative and owner of Blank Equity Management LLC since 2010 and has worked at Lowell Road Asset Management, Inc. since 2020. Lowell Road Asset Management, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and small businesses, using a combination of fundamental, technical, and cyclical analysis. The firm offers both discretionary and non-discretionary account management and conducts public educational seminars and workshops.

Saul Padilla is a financial advisor at Greenwich Creek Capital Management, LLC, based in Stamford, CT, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenwich Creek since 2008. Greenwich Creek Capital Management provides tailored portfolio management and investment advice to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental, technical, and third-party manager analysis to implement strategies ranging from long-term holdings to short-term trading and offers both discretionary and non-discretionary account management.

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.