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.

Michael Vanikiotis is a financial advisor at Vanik Capital LLC with CFP® and ChFC® designations and two years of industry experience. His prior work includes roles at Northwestern Mutual, Wells Fargo Clearing, and the Vanikiotis Group Restaurant Owners and Operators. Vanik Capital LLC provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates as a fee-only adviser with a client-specific investment approach that incorporates asset allocation, passive and active strategies, and ESG options, and it offers specialized pension and retirement-plan consulting services, including ERISA fiduciary roles and 3(38) investment management.

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.

Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.

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.

Ray Spano is a CFP® credentialed financial advisor with 13 years of industry experience. He is the principal of Spano Advisory Services Inc. and has been a partner at Spano & Treglia LLP, an accounting firm, since 1997. In addition to his advisory work, he is a licensed independent insurance agent. Spano Advisory Services, Inc. provides discretionary portfolio management and consultative financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses fundamental analysis to select securities and manages accounts on a discretionary basis with daily monitoring, offering both investment management and hourly financial planning engagements.

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.

Mark Mumford is a CFA® charterholder with five years of industry experience. He is currently the sole advisor at AMWH Asset Management LLC, where he has worked since 2024. Prior to this, he held positions at Hollow Brook Wealth Management and J.P. Morgan Private Bank. AMWH Asset Management LLC provides portfolio management and advisory services to a small client base including individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers tailored investment programs using a mixed analytical approach and provides sub-advisory services to other advisers.

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 with FSC Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has previously worked at NEXT Financial Group, Inc and Geneos Wealth Management Inc. He also serves as a director of the Aesculapius Club. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser serving individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm focuses on broadly diversified, systematically managed portfolios with client-specific investment policies and offers customized strategies including direct-indexing and tax-loss harvesting.

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.

Toyken Yee is a CFP® professional with 19 years of industry experience. He has been with Hudson Portfolio Management LLC since 2002. In addition to his advisory role, he also works with Hudson Financial Group, providing financial services including tax preparation. Hudson Portfolio Management LLC is a fee-only, SEC-registered investment adviser serving private individuals, families, trusts, small family businesses, and nonprofit organizations. The firm focuses on customized portfolio management, emphasizing asset allocation and broad diversification while utilizing independent research and a range of investment tools.

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.

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.

James Comblo is a financial advisor at FSC Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group, among others. Outside of advising, he owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser serving individuals, businesses, qualified retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $122 million in discretionary assets and employs a broadly diversified, systematically managed investment approach.

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.

Kevin Donnelly is a CFP® with 41 years of industry experience, currently serving at Pendragon Capital Management, Inc. since 2022. He previously operated KJ Donnelly Planning LLC for 30 years and has been associated with BrokerageSelect since 2002. Pendragon Capital Management provides discretionary portfolio management and access to third-party money managers for individual, pension, and business clients. The firm employs a modern value investing approach for equities alongside bond strategies and specialty portfolios, managing approximately $45.5 million in discretionary assets for a small client base.