Michael Maranslicht is the sole advisor at Lanmar Capital Management, an independent firm based in Rock Hill, NY. He holds Series 65 and Series 63 licenses and has been with the firm since its founding in 2014. Lanmar Capital Management provides discretionary, custom portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical allocation and utilizes growth-stock selection based on the CANSLIM methodology combined with fundamental and technical analysis, actively managing portfolios with a range of instruments including equities, options, and futures.

Michael Hodgson is a financial advisor at LVZ, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 12 years before joining LVZ in 2021. Outside of his advisory role, he serves as president of Safe Harbor Investments Inc, which offers fixed life and long-term care insurance. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion across 2,400 client relationships and employs a team-based approach with 17 advisors.

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 licenses and bringing 34 years of industry experience. He has been with Key Investment Services since 2005. Outside of his advisory role, he serves on the Board of Directors and as a trustee for the BPOE 550 Elks Lodge, where he is involved in overseeing the financial health and maintenance of the organization. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection and provides due diligence, monitoring, and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

Charles Gilbride is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and 37 years of industry experience. His prior work includes roles at National Alliance Securities, LLC, and Cambridge Investment Research, Inc. Gilbride is also employed by TAG Advisors, an enterprise of Cambridge, where he is involved in advisory and trading activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation options and proprietary model strategies, supported by institutional features such as advisor transition programs and formal compliance processes.

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.