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.

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.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC in Middletown, NY, holding a Series 65 credential with 5 years of industry experience. He has worked at Aviles Capital Management since 2014 and is also involved with ABS Jets, a.s. since 2007. Brotanek’s work outside of investment management includes non-investment business activities that represent a significant source of income and time. Aviles Capital Management LLC offers fee-based portfolio management through its “Comprehensive Value Portfolio Management” program, focusing on small-, mid-, and large-cap equities alongside U.S. Treasury securities. The firm uses a value-oriented, fundamental analysis approach with selective use of equity options, margin, ETFs, and Treasury Inflation-Protected Securities to manage risk and capital preservation.

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.

Christopher Pollard is a CFP® professional with 17 years of industry experience. He has been with Great Path Planning since 2016 and also operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning is an SEC-registered advisory firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and portfolio management. The firm uses a primarily passive, low-cost investment approach centered on diversified asset allocations and offers additional services such as retirement plan advisory, tax planning, and estate review.

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.

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.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

Thomas Cunningham IV is a financial advisor with Magnolia Capital Management and holds a Series 65 designation. He has one year of industry experience and previously worked at several firms, including Frances Valentine, LLC, and Dormify, Inc. He is also the owner and president of Streetwise Brand Development, LLC, a market research company serving fashion industry clients, though it is currently inactive. Magnolia Capital Management is a family-controlled SEC-registered investment adviser that serves a selective client base of individual and high-net-worth clients, typically families of its shareholders or persons personally known to the firm’s directors. The firm employs long-only investment strategies using fundamental, cyclical, and qualitative analysis, and manages accounts on both discretionary and non-discretionary bases.

Melissa Mineau is a financial advisor at HV Capital Management with four years of industry experience. She previously worked at Hudson Valley Investment Advisors, Inc. for 25 years before joining HV Capital Management in 2025. 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 that combines top-down macro and thematic analysis with bottom-up research to guide asset allocation and tactical positioning, and it offers a subscription-based monthly research publication.

Tamar Stubbs is a financial advisor at Magnolia Capital Management with one year of industry experience. She holds a Series 65 designation and has been with Magnolia Capital Management since 2016. Prior to her advisory role, Stubbs was affiliated with London Business School for 20 years. Magnolia Capital Management is an SEC-registered, family-controlled investment adviser serving a selective client base primarily composed of families connected to the firm’s shareholders or directors. The firm offers continuous investment supervisory services focused on publicly traded securities through long-only strategies and fundamental, cyclical, and qualitative analysis.

Carol Powell is a CPA and PFS™ with five years of experience in financial advising. She is affiliated with Magnolia Capital Management and has maintained a tax and accounting practice under her own name since 1979. Powell serves on the board and as treasurer of Magnolia Capital Management. Magnolia Capital Management is a family-controlled, SEC-registered investment adviser serving a selective client base of individuals and high-net-worth families known personally to the firm’s directors. The firm focuses on long-only strategies using fundamental, cyclical, and qualitative analysis and provides continuous investment supervisory services including portfolio management and financial planning.

Jesse Lunin Pack is a financial advisor with Lunin-Pack Planning and Advice, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. In addition to his advisory role, he serves as CEO of Lunin-Pack Financial Group, LLC and is involved in financial education through Lunin-Pack Training & Education. He also acts as co-executor of an estate, managing related fiduciary responsibilities. Lunin-Pack Planning & Advice provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a goals-based investment process combining traditional finance techniques with behavioral finance insights, utilizing mutual funds, ETFs, and third-party managers to implement portfolios.

T. Jefferson Cunningham III is a Series 65 credentialed advisor at Magnolia Capital Management with five years of industry experience. He has served as a non-executive director and member of the Risk Committee of the Board at M&T Bank Corporation since 2001. Cunningham has been affiliated with Magnolia Capital Management since 2002. Magnolia Capital Management is a family-controlled investment adviser serving a selective client base primarily composed of individual and high-net-worth families connected to the firm’s shareholders or directors. The firm focuses on long-only strategies using fundamental, cyclical, and qualitative analysis, managing portfolios on both discretionary and non-discretionary bases.

Kristen Euretig is a CFP® with nine years of industry experience. She is the sole advisor at Brooklyn Plans LLC, where she has worked since 2016. Brooklyn Plans LLC provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as small businesses and nonprofit organizations. The firm follows a primarily passive investment approach, using diversified portfolios of index mutual funds and ETFs, and tailors allocations through investment policy statements and risk assessments.

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.