Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.

Aryeh Safern is the principal of Accfox Capital LLC and holds a Series 65 designation. He has experience working at LS Global Trading INC and Access King BV prior to founding Accfox Capital in 2026. Accfox Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses fundamental, quantitative, and technical analysis across various investment types and manages accounts on a discretionary basis with periodic reviews to maintain alignment with client objectives.

John Stein is the sole advisor at Stein Investment Services, an independent firm based in Cortlandt Manor, NY. He holds a Ph.D. in economics and has over 40 years of experience in the investment industry. Stein focuses on managing portfolios primarily composed of no-load and low-load mutual funds and ETFs. Stein Investment Services manages assets for individuals, trusts, estates, and corporations using a fee-only, percentage-of-assets approach. The firm emphasizes macro-fundamental analysis and long-term holdings, with day-to-day oversight conducted by Stein himself.

Patrick Donnelly is a financial advisor at Donnelly Financial Services with five years of industry experience. His prior roles include positions at Third Bridge Group and PNC Bank. Donnelly Financial Services is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm offers client-focused investment programs that incorporate both fundamental and technical analysis, as well as educational seminars available to the public.

David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.

Matthew Hague is a CFP® and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Guide Wealth Management, LLC since 2015. In addition to his advisory role, he is involved in a tax preparation and representation business that operates seasonally. Guide Wealth Management serves individual and high-net-worth clients, businesses, trusts, and retirement plans by providing wealth management, investment management, and comprehensive financial planning. The firm combines passive portfolio construction with fundamental and cyclical analysis, and integrates tax-managed investing and derivative strategies, supported by an affiliated tax services company.

Erguis Mertiri is a financial advisor at Empire State Wealth Advisors Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Main Street Asset Management LLC for 10 years. Outside of his advisory roles, he serves as President and CEO of Main Street Financial Services LLC. Empire State Wealth Advisors Inc provides portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, cyclical, and charting analyses, generally pursuing long-term trading strategies with both discretionary and non-discretionary mandates.

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

John Cooper is a financial advisor at Stuyvesant Capital Management Corporation with 28 years of industry experience. He has been with the firm since 1978. Stuyvesant Capital Management Corporation provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, managing equity and balanced portfolios for high-net-worth and other individual clients. The firm employs a combination of fundamental stock selection and macro and technical inputs, and also offers a licensed trend-following tactical allocation program using ETFs.

Joseph Bencivenga is the sole advisor at Madison Money Management, Inc., an independent firm where he has worked since 1999. He holds a Series 65 designation and has four years of industry experience as a financial advisor. Prior to this role, he has over 40 years of public accounting experience, including an inactive CPA credential. Madison Money Management provides discretionary portfolio management to individual investors and irrevocable family trusts, managing approximately $10 million for four clients. The firm employs a dual-analysis approach that combines fundamental and technical research in a bottoms-up process, emphasizing minimal trading and tactical cash placements.

Maureen Whelan is a CFP® professional with 20 years of experience, currently leading M.A. Whelan Financial Planning in Cortlandt Manor, NY. She has focused her career exclusively with this independent firm. M.A. Whelan Financial Planning serves individuals and families nearing or in retirement, providing financial planning, discretionary investment management, and income tax preparation for some clients. The firm emphasizes asset allocation and cost control through diversified portfolios using mutual funds and ETFs, managing accounts on a discretionary basis with quarterly reviews and flat fees.

P. O'Gorman is the sole advisor at O'Gorman Asset Management, Inc., holding a Series 65 designation and with 23 years at the firm. He also owns an insurance agency, maintaining an active role in insurance sales alongside his advisory practice. O'Gorman Asset Management provides investment advisory services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and financial planning for business retirement plans and charitable organizations. The firm employs a value-oriented investment approach based on fundamental analysis and manages portfolios using individual equities, ETFs, mutual funds, and fixed-income securities.

Antonia Clearwaters is a CFP® professional with 15 years of industry experience. She has been the sole advisor at Clarity Investments + Planning LLC since 2008. Clarity Investments + Planning LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation, diversification, and cost minimization, primarily using mutual funds, ETFs, and passive equity vehicles, and is notable for its client mix that includes both individual and corporate clients.

Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions in Montebello, NY. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to founding her firm, she worked at JPMorgan Chase & Co. for nine years and at McKissack & McKissack for two years. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates by providing financial planning, portfolio management, tax planning, IRS representation, insurance planning, and educational workshops. The firm integrates tax representation and financial planning, tailoring advisory services to clients' goals and risk tolerance, and offers both discretionary and non-discretionary investment management.

Collecting coins, saving money in a piggy bank, questioning the cost of every single item, calculating investment returns, watching Maria Bartiromo on CNBC. This about sums up my childhood. Plus basketball..can't leave out basketball. Beautiful Westchester County, NY is the place I have been proud to call home for pretty much my entire life. I have been with my amazing wife Karen since freshman year in high school. 9th Grade! Yes, that is correct...since I am 14 years old. Some things in life are destined to be and for us, we both knew it right away. Having a soulmate is a real thing and I was lucky enough to find mine at a very young age. We have three beautiful and active (aka difficult) children that keep us on our toes ;) I always knew my life would be spent working in the Investing/Financial Markets profession. It is what I was born to do, but it was not a straight easy ride that led me to this point. There were a lot of highs and lows, a lot of leaps of faith, a lot of following our dreams, and a lot of uncertainty. We are the type of people that go for it in life. No regrets. We often choose the road less traveled...and that has made all the difference. I have a passion for helping people figure out their finances. I truly enjoy it. Not all people are wired to deal with personal finances, but the truth is it is super important to living a happy life. I want to find a way to help people that struggle with all this stuff. I did not start this business to only help people that are already well off. Offering education, YouTube videos, blogs, individual coaching, group coaching, on-line classes, and being a trusted fiduciary advisor is my vision for the School of Personal Finance. I don't have it all figured out yet, but I am on my way! I believe the coaching/financial planning piece is much more important than the actual managing of investment accounts for a majority of people. Yes, having the correct asset allocation and matching your risk profile is very important, but with the creation of low-cost index funds and the advances in technology, the need for a portfolio manager is becoming a thing of the past. But you know what will continue to be here forever? The need for personal financial advice, education, and guidance that is easily available and affordable for everyone. Please visit Richard's blog here: https://www.schoolofpersonalfinance.com/blog

Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.

Alan Nadel is a financial advisor at Flying Point Asset Management LLC with 15 years of experience. He holds the Series 65 designation and is based in Chappaqua, NY. Nadel has worked exclusively at Flying Point Asset Management since 2011. Flying Point Asset Management provides discretionary portfolio management and creates individualized Investment Policy Statements for clients, including individuals, high-net-worth individuals, and trusts. The firm manages approximately $55.7 million across 31 accounts, employing a combination of fundamental, technical, charting, and cyclical analysis alongside long- and short-term trading strategies.

Paul Mccarthy is a CFA® charterholder and the sole advisor at Kisco Capital, LLC, an independent firm based in Mount Kisco, NY. He has 10 years of industry experience and has been with Kisco Capital since 2013. Kisco Capital provides portfolio management and investment advisory services to individual and high-net-worth clients, using a written Investment Policy Statement to align with client goals, tax considerations, and risk tolerance. The firm employs various analytical methods and trading strategies, offers discretionary portfolio management, and distributes a no-fee market-update newsletter several times monthly.

Peter Gallagher is a financial advisor with Unified Retirement Planning Group in Briarcliff Manor, NY. He holds the ChFC® designation as well as Series 63 and 65 licenses and has 31 years of industry experience. His work history includes multiple tenures at Unified Retirement Planning Group and Commonwealth Financial Network. He spends a small portion of his time involved in fixed insurance sales. Unified Retirement Planning Group provides retirement-focused financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and economic analysis alongside strategic asset allocation and long-term investment strategies, and it sponsors a wrap-fee program that bundles management and administrative services into a single fee.