Michael Maranslicht is the sole advisor at Lanmar Capital Management in Rock Hill, NY. He holds Series 63 and Series 65 licenses and has led the firm since its founding in 2014. Lanmar Capital Management provides discretionary, custom portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach combining growth-stock selection based on the CANSLIM methodology with fundamental and technical analysis, actively managing portfolios using derivatives, margin, and short-selling as part of its risk management strategy.

Thomas Leidner is a financial advisor at QP Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Purshe Kaplan Sterling Investments for two years. Leidner is a co-founder, co-chief investment officer, and portfolio manager at QP Wealth Management. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage clients, managing approximately $405 million across about 115 clients with a five-advisor team. The firm offers financial planning, investment consulting, and portfolio management, employing a range of strategies including ETFs, equities, bonds, options, and alternative investments, with a notable focus on non-discretionary asset management and tailored client solutions.

Michael Hodgson is a financial advisor at LVZ, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LVZ since 2021, following 12 years at Next Financial Group Inc and 2 years at Advanced Planning Capital Corporation. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, which focuses on fixed life and long-term care insurance. LVZ, Inc. is a team-based firm managing approximately $1.125 billion in assets across 17 advisors. The firm provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, offering diversified portfolio styles that include ETFs, mutual funds, and variable annuity subaccounts within a top-down analytical framework.

Linda Barriger is a financial advisor with Prospera Financial Services, Inc. in Monticello, NY, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with Prospera since 2009. Outside of her advisory role, she serves as a board member of the Kiwanis Club of Monticello, contributing to community service activities. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Arthur Kole is a financial advisor with Stonex Advisors Inc. in Jeffersonville, NY. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., and Oppenheimer. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm employs a range of strategies including advisor-managed portfolios and proprietary model solutions, supported by multiple platform technologies.

Craig Crump is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Key Investment Services since 2005. Crump serves as a trustee and director on the board of the BPOE 550 Elks Lodge, overseeing its financial health and maintenance. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a diverse client base including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model supported by KeyCorp affiliates and offers primarily non-discretionary investment solutions through various wrap-fee programs.

David Skurowitz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and execution capabilities, supporting complex and large-scale client relationships.

Jason Perry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked in various roles within JPMorgan Chase entities since 2013 and also spent three years at Ruby Tuesday. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lori Simon is a financial advisor at Morgan Stanley with 35 years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 63 designation. Outside of her advisory role, she is a partner in DruttyHop, LLC, a business involved in rental property management. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a variety of investment strategies to support its clients.

George Stefanou is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is an author of a book exploring differing perspectives, strategies, and attitudes toward money. Additionally, he holds a board member and treasurer position for the SoDo District in Orlando, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.