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 CFP® and ChFC® with one year of experience, currently serving as the sole advisor at Vanik Capital LLC. His prior roles include positions at Northwestern Mutual and Wells Fargo Clearing, along with experience in the restaurant ownership and operations sector. Vanik Capital LLC provides investment management, financial planning, and retirement plan consulting to employer plan sponsors, charitable organizations, corporations, and individual clients. The firm employs asset-allocation driven portfolios combining passive and active strategies and offers services including ERISA investment management for employer plans.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Satish Athavale is a financial advisor at Sabina Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Millennium Management, Citadel, and Visium Asset Management. Sabina Asset Management LLC serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management through customized separately managed accounts. The firm employs an active management approach focused on individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.

James Devico is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Mountain Pass Planning Corporation since 2016 and previously spent five years with Professional Financial Consultants and Cadaret, Grant & Co., Inc. He holds ownership interests in several real estate entities and maintains a life insurance license. Mountain Pass Planning is an independent, single-advisor registered investment adviser serving individuals, families, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, and project-based consulting, combining passive and active investment approaches informed by fundamental and cyclical analysis.

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.

Jonathan Stephens is a financial advisor at New Line Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stires, O'Donnell and Co., Inc. since 1998. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and pension and profit-sharing plans. The firm offers customized advice based on a combination of fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary accounts.

Jeffrey Scott is a financial advisor at FSC Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Wealth Advisors since 2010, as well as at Geneos Wealth Management Inc and NEXT Financial Group, Inc. He serves as a director of the Aesculapius Club. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm uses broadly diversified, systematic model portfolios and discretionary management with ongoing monitoring, offering solutions such as an Active Management Program with direct-indexing strategies 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.

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.

James Comblo is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His work history includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group. Outside of advisory services, he owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios alongside an Active Management Program that includes tax-loss harvesting and direct-indexing strategies.

Kevin Donnelly is a CFP® with 40 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. Donnelly is also a licensed insurance agent. Pendragon Capital Management is a small-team adviser managing approximately $40 million for individuals, families, pension, and corporate clients. The firm employs a value-oriented investment approach with discretionary portfolio management and access to third-party money managers, offering specialized strategies such as a Trading Plus program using leveraged ETFs and a Climate Impact portfolio.

James Daly is a financial advisor at BlueRing Advisors, Inc. with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. BlueRing Advisors, Inc. provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations, primarily serving non–high-net-worth clients. The firm employs a dynamic allocation process combining fundamental, technical, and cyclical analysis, and emphasizes active, technically driven trading with selective use of higher-risk instruments for appropriate clients.

Matthew Brady is a financial advisor with Murphy Wealth Management Group in Fishkill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill Lynch. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory to tailor portfolios and conducts regular reviews, offering ongoing portfolio management as well as consulting and written financial plans.

Eric McKean is a financial advisor at Blue Elm Advisors with a Series 65 credential and three years of industry experience. He also works as a Computer Specialist at NYC Department of Environmental Protection and serves as an Adjunct Professor at the University of Connecticut outside of trading hours. Blue Elm Advisors provides investment management and financial planning services to individual clients, businesses, and charitable organizations. The firm combines strategic asset allocation with tactical adjustments, incorporating both active and passive investments, and offers customization based on client goals, risk tolerance, and ESG preferences.

Danielle Arlotta is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with Brooklyn Plans LLC, where she has worked since 2022. Her prior experience includes roles at Financial Planning Concepts of America, The Vanguard Group, and Pollack Financial Group. Outside of her advisory work, she is also employed as an airline flight attendant. Brooklyn Plans LLC provides financial planning and discretionary portfolio management to individuals, small businesses, and nonprofit organizations. The firm employs a primarily passive investment approach using index funds and ETFs, while also engaging outside managers and constructing custom portfolios.

Charles Levinson is a financial advisor at Sage Investment Advisers LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, Levinson is involved in a rare coin collection business and co-owns a company that purchases and sells coins at auctions and trade shows. Sage Investment Advisers LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships, focusing on customized, long-term portfolios that emphasize exchange-traded funds and individual bonds.

Richard Mckean is a Series 65-licensed advisor at Blue Elm Advisors with three years of industry experience. He has worked at Blue Elm Advisors since 2022 and has served as an estate representative for the Estate of Maria Dasilva since 2013. Blue Elm Advisors provides tailored investment management and financial planning services to individuals, businesses, and charitable organizations. The firm combines strategic asset allocation with tactical adjustments, offering both active and passive investment vehicles while incorporating client-specific goals, risk tolerance, and ESG criteria as applicable.

Luke Timm is a financial advisor at Timm Financial Services with one year of industry experience. He holds the Series 65 designation and previously worked as a Tradesman Program Manager. Timm Financial Services is a small, state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, and other small entities. The firm combines portfolio management with in-house tax and accounting services and offers separate estate-planning engagements, managing accounts on a discretionary basis with a tactical allocation strategy.

Connor Briggs is a CFP® professional with eight years of industry experience, currently serving as an advisor at Murphy Wealth Management Group in Fishkill, NY. He has worked at LPL Financial, LLC, and previously held positions at Equitable Advisors and AXA Advisors LLC. 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 portfolios to client objectives.