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.

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.

John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

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.

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

Satish Athavale is a financial advisor at Sabina Asset Management LLC with five years of industry experience. He previously worked at Millennium Management and Citadel and took extended travel breaks in 2017–2018 and 2019. Sabina Asset Management serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management focused on customized separately managed accounts. The firm employs an actively managed approach using individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.

Nathaniel Prentice is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, where he has worked since 2018. Prior to founding his firm, he held roles at Purshe Kaplan Sterling Investments and Altium Wealth Management LLC. Prentice Investment Management, LLC provides discretionary portfolio management and periodic reviews for a select client base, including individuals, related accounts, and charitable organizations. The firm employs a long-only investment approach focused on publicly traded securities, combining fundamental, qualitative, and point-and-figure technical analysis while maintaining diversification and managing accounts on a discretionary basis.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with eight years of industry experience. Before founding TruNorth Financial in 2024, he worked at Northwestern Mutual for six years and held roles at Regeneron and EY. He holds Series 63 and Series 65 licenses. TruNorth Financial serves individual and high-net-worth clients through discretionary portfolio management and financial planning, focusing on creating tailored Investment Policy Statements and ongoing portfolio monitoring. The firm typically uses ETFs alongside mutual funds, equities, fixed income, and insurance products, employing fundamental, quantitative, and technical analysis within a long-term trading framework.

Mindi Financial works with individuals, families, solo entrepreneurs and small business owners. I believe that financial planning is is a long-term iterative process and so we only offer one service - ongoing comprehensive financial planning with investment management - for a simple transparent fee. I work with clients who see their money as a tool to achieve greater independence and live life on their own terms, not as a high score meant to be maximized. My first concern is always learning what the money is for. Next, I work with my clients to build financial resilience, identify tax planning opportunities and invest their assets in risk-managed diversified portfolios. As a CFA charterholder and CFP® practitioner with two decades experience in investments, investment management is a core competency of mine. Mindi offers investment management that can be customized for your specific situation and preferences, including strategies for concentrated stock positions and large unrealized gains, while avoiding unexpected tax consequences. I am open to working with clients at all stages in their financial lives but I specialize in working with freelance and entrepreneurial clients. I help freelancers, entrepreneurs and small business owners with retirement plans, cash-flow planning and insurance reviews so they can focus more on their business than managing their finances.

James Devico Jr. is a financial advisor at Mountain Pass Planning with 12 years of industry experience. He holds a Series 66 designation and has been with Mountain Pass Planning since 2016. Outside of advisory work, Devico is licensed to sell life insurance and participates in several real estate holding entities. Mountain Pass Planning is an independent firm managing approximately $74.9 million in discretionary client assets, focusing primarily on individuals while also serving pension and profit-sharing plans and charitable organizations. The firm uses a combination of fundamental and cyclical analysis along with passive, asset-class-based allocations to construct client-specific portfolios, providing ongoing financial planning and discretionary portfolio management.

Christine Murphy is a financial advisor at Circle N Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at Brown Advisory Securities, Llc since 2004. Circle N Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Long-Weighted Investment Strategy focused on long-only, concentrated equity portfolios managed on an individualized basis.

Jeffrey Scott is a financial advisor at FSC Wealth Advisors, LLC with 43 years of industry experience. He holds Series 65 and Series 63 designations and has worked at FSC Wealth Advisors since 2010. He also serves as a director of the Aesculapius Club. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser managing approximately $122.3 million in discretionary assets for about 686 clients. The firm offers diversified, systematically managed portfolios and customized strategies, including direct-indexing with tax-loss harvesting, serving individuals, businesses, retirement plans, trusts, estates, and charitable organizations.

Daniel Murphy is a CFP® professional with 39 years of industry experience. He has been with Murphy Wealth Management Group since 2015 and has worked at LPL Financial, LLC since 1991. Murphy is also a notary public. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $252 million in client assets and employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review portfolios.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.

Toyken Yee is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Hudson Portfolio Management LLC since 2002. He is also involved with Hudson Financial Group, where he provides financial advisory services including tax preparation. Hudson Portfolio Management LLC is a fee-only registered investment adviser that offers discretionary portfolio management and investment consulting to individuals, families, trusts, small family businesses, and select nonprofit organizations. The firm manages approximately $174 million in assets and emphasizes long-term investing, broad asset allocation, and diversification, using independent research and various portfolio strategies tailored to client needs.

Jerry Schuder is a financial advisor at Sage Investment Advisers LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he is involved in real estate management and investment through Dollhouse Properties LLC and participates in coin trading via Willow Tree Coin Rarities LLC. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships and focuses on customized, long-term portfolios emphasizing exchange-traded funds and individual bonds.

Elisabeth Neuberg is a financial advisor at Lunin-Pack Planning and Advice, LLC with a Series 65 designation and one year of industry experience. She previously worked at Osaic Wealth, Inc and Woodbury Financial Services, Inc. Lunin-Pack Planning and Advice, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based investment process combining elements of Modern Portfolio Theory and behavioral finance, utilizing mutual funds, ETFs, TAMP models, and selected independent managers to implement strategic, dynamic, and tax-managed allocations.

Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.

Byron Stinson is a financial advisor with Hudson Portfolio Management LLC who holds 23 years of experience at the firm and a total of 40 years in the financial services industry. He is also President of Hudson Financial Group, Inc., a company providing broad-based financial advice and tax preparation services. Hudson Portfolio Management LLC is a fee-only, SEC-registered investment adviser serving private individuals, families, trusts, estates, small family businesses, and certain nonprofit organizations. The firm emphasizes asset allocation and diversification, using independent research and a range of investment tools to tailor portfolios to client objectives and risk tolerance.