John Heitzman

Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a holistic planning approach with strategic asset allocation, tactical investment ideas, and active portfolio tools, serving a small client base including institutional and retirement-plan clients.

Stephen Lulla is a financial advisor at Maidstone Wealth Management, LLC in Cambridge, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Weatherhelm Capital Management LLC from 2015 to 2017 before joining Maidstone Wealth Management. Maidstone Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, tactical asset-allocation, and rebalancing, integrating broad ETF exposures with selected individual stocks, fixed income, and options strategies within separately managed accounts.

Tyson Fielding is a CFP® professional with eight years of industry experience, currently serving as the sole advisor at Equinox Financial Advisors, Inc. He has worked at Equinox since 2012 and is also involved with T&E Fielding Corp. Outside of his advisory role, he serves as Treasurer of Main Street Hockey Club, Inc. and is a board member of the Mt. Laurel Foundation. Equinox Financial Advisors provides wealth management, investment management, financial planning, and in-house tax preparation services to individuals, trusts, estates, businesses, nonprofits, and charitable organizations. The firm builds customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs, supplemented by individual securities when appropriate, and manages approximately $95.5 million for over 300 clients.

Kevin Theissen is a financial advisor at HWC Financial with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at HWC Financial since 2018, following a seven-year tenure at Skygate Financial Group. In addition to his advisory role, he is a licensed insurance agent. HWC Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented investment approach with a multi-year horizon and integrates tax and insurance considerations into its planning.

James Williams is a CFP® professional with 19 years of industry experience and is a founding advisor at Williams Financial, LLC. He has served as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting to individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary with a long-term investment approach, combining fundamental, technical, and cyclical analysis alongside modern portfolio theory, and offers additional in-house accounting and tax services.

Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.