Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

Michael Demkiw is a financial advisor at Third Tier Wealth Management in Jericho, NY, holding a Series 65 designation with four years of industry experience. He has been associated with Third Tier Advisors since 2012 and focuses part of his time on fixed insurance sales as a licensed insurance agent. Third Tier Wealth Management is an independent registered investment adviser serving individual and business clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, supplemented by individual securities and tactical rebalancing, and utilizes third-party platforms to enhance its offerings.

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Jonathan Fischer is the sole advisor at Fischer Advisors LLC in Garden City, NY, holding Series 63, 65, and 66 designations with 10 years of industry experience. His prior experience includes roles at Credit Suisse and S3 Partners. Fischer Advisors LLC provides portfolio management and one-time financial planning services to individual and high-net-worth clients, employing a strategy based on modern portfolio theory and documented Investment Policy Statements. The firm manages a small number of accounts with a focus on equities, mutual funds, ETFs, fixed income, and private placements, offering both discretionary and non-discretionary arrangements, though as of December 2024, all assets under management are non-discretionary.

Siegfried Huhn is the principal of HF Advisory Services, LLC, an independent advisory firm. He holds a Series 65 designation and has four years of industry experience, while operating HF Advisory Services since 1999. In addition to providing investment advice, he is a Certified Public Accountant offering tax preparation and accounting services. HF Advisory Services provides investment advisory services to individual and corporate clients, including pension plans, managing accounts on both a discretionary and non-discretionary basis. The firm employs a bottoms-up security selection process, utilizing mutual funds, fixed income securities, and individual equities, and offers clients flexibility in portfolio allocation.

Gina Giannou is the sole advisor at Life Planning Agency, Inc, an independent registered investment adviser. She holds a Series 65 designation and has four years of industry experience. Prior to founding her firm, she worked at Ronald Seroda CPA PC for seven years and currently owns and operates GIGL Accounting Inc., a tax preparation and bookkeeping business. Life Planning Agency, Inc provides discretionary portfolio management and securities-based investment advice to individuals, families, closely held pension and profit-sharing plans, and charitable organizations. The firm manages approximately $4 million in client assets and employs a diversified investment approach emphasizing fundamental analysis and dividend-paying companies.

Jon Nixon is the principal of Jon A Nixon CPA PC in Bethpage, NY, with over 13 years of industry experience and a Series 65 credential. He has held roles at numerous financial firms and operates several non-investment-related businesses, including an accounting firm, a consulting firm, and a tax preparation company. Jon A Nixon CPA PC provides accounting, tax, financial planning, and estate-planning services to individuals, trusts, estates, corporations, and small businesses. Although registered as an investment adviser, the firm does not manage assets but refers clients to third-party money managers through professional alliances and receives compensation for accounting, tax services, and referral fees.

Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC, with two years of industry experience. He previously worked at Tweedy Browne, LLC for 13 years before founding Armadale Asset Management in 2023. Armadale Asset Management LLC provides discretionary portfolio management to high-net-worth individuals, trusts, charitable organizations, retirement plans, and corporations. The firm uses a private-equity style approach focused on bottom-up fundamental valuation and catalyst-driven ideas in small- and mid-cap U.S. equities, and offers model portfolio recommendations to other financial advisors and family offices.

Yehoshua Sternbach is a ChFC® credentialed financial advisor with nine years of industry experience. He is the principal of Yields For You, LLC and also holds roles at Teucrium Investment Advisors LLC and Yields for You Fund Management, Inc., where he provides marketing and consulting services to ETFs and money managers. Sternbach has experience subcontracting as a CTO for advisory platforms. Yields For You, LLC is an independent investment adviser managing approximately $10.8 million for individual and institutional clients. The firm provides investment management, financial planning, group coaching, and educational seminars, using a combination of passive and active strategies tailored to client goals and risk tolerance.