Andrew Cosgrove is a CFA® charterholder with 19 years of industry experience. He is affiliated with Bluestone Financial Advisors, LLC, where he has worked since 2007, and also with Bluestone Life Insurance Company since 2015. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management services focused on long-term strategy, capital allocation, and risk management, often working with complex assets and utilizing a fixed-fee pricing model.

Thomas Papa is a financial advisor at OakTrust Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with OakTrust since 2014, also maintaining a long-term affiliation with LPL Financial since 2003. Outside of his advisory role, he is involved in a travel-related business providing agent services. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates through discretionary portfolio management, financial planning, and access to unaffiliated money managers. The firm focuses on customized, client-specific strategies using a combination of fundamental, technical, and cyclical analysis, and offers ongoing investment supervision as a fiduciary.

As the Founder of Brennan Capital Management, I bring over 20+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Terrence Purcell is a financial advisor at Longwall Family Office with three years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Purcell Capital Management LLC and Permal Group. Purcell is based in Westport, CT. Longwall Investment Partners, LLC provides customized portfolio management services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Nathaniel Ralston is a financial advisor at Shearman, Ralston Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shearman, Ralston Inc. since 2012. Shearman, Ralston Inc. provides portfolio management and investment advice to individuals, including high-net-worth clients, and trusts. The firm employs a variety of strategies tailored to client objectives, using fundamental, technical, and charting analysis, with an emphasis on non-discretionary management and option-related strategies.

Bonnie Yam is a CFP®, CFA®, and ChFC® with 18 years of experience in the financial industry. She has been with Pension Maxima Investment Advisory, Inc. since 2007 and is currently associated with Mi Lino Gato. Outside of advisory work, she provides financial wellness education through SUNY Westchester and operates a tax planning firm, Mi Lindo Gato, where she manages client inquiries and tax preparation services. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm focuses on pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, with an advisory practice that is largely non-discretionary.

Jonathan Lifschutz is a CFP® with 40 years of industry experience. He is a principal at American Wealth Administration Group LLC, where he has worked since 2016, and also has a background with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance sales related to investments. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a focus on capital preservation and utilizes a tactical overlay in portfolio construction, avoiding the use of options, margin, private equity, and cryptocurrencies.

Peter Scholtz is a financial advisor at Scholtz & Company, LLC in Stamford, CT, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Scholtz & Company since 1993. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts, employing a combination of in-house fundamental research and technical analysis, with investment strategies that include Balanced, All Cap Equity, Income, Small Cap Equity, and Tactical Allocation approaches.

Paul Dossantos is a financial advisor at Milagre Wealth Management, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at International Equity Services, Inc. and JSK Associates. Milagre Wealth Management serves individual clients, trusts, and estates with discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis and actively manages client assets, often adjusting allocations in anticipation of market changes.

Ronald Robins is a financial advisor at Beacon Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2000. Outside of his advisory role, Robins is a licensed insurance agent and serves as president of Family Stewards Inc., a business related to his investment activities. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management through a multi-step planning process and employs a mix of active and passive strategies, including its own wrap fee program.

Yingying Tan is a financial advisor at AMFA LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs in 2017. AMFA LLC provides investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and pooled investment vehicles. The firm employs a data-driven, quantitative investment approach using statistical modeling and strategies across various asset classes, tailoring portfolios to client objectives and incorporating risk management.

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.

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 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.

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.