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.

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.

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.

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.

Carl Friedrich is a CFP® and CFA® credentialed financial advisor with four years of industry experience. He is the sole advisor at Excelsior Investment Advisors, LLC, where he has worked since 2021. Prior to that, he was with Fcci Consulting, LLC and Fce Group. Excelsior provides discretionary investment advisory and portfolio management services to individuals, business entities, trusts, and estates, focusing on asset allocation among mutual funds and ETFs, ongoing monitoring, and rebalancing. The firm employs derivatives and options strategies in separately managed accounts and participates in third-party referral and sub-advisory platforms.

Mark Brody is a financial advisor with Financial Planning Analysts, LLC in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Financial Planning Analysts, LLC since 2002 and has been involved with Planned Financial Programs, Inc. since 1990. Outside of his advisory role, Brody serves as a director at Unity Bancorp and acts as an arbitrator for FINRA. Financial Planning Analysts, LLC provides investment supervisory services, discretionary portfolio management, and personal financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment process emphasizes fundamental analysis with a focus on large-cap equities, employing strategies including long and short-term purchases, margin, and limited option writing.

Andrew Bogart is the sole advisor at Bogart Advisory Group LLC and holds a Series 65 designation. He has professional experience spanning roles at Ally Anesthesia since 2022, Northwell Health from 2016 to 2022, and Boston Medical Center from 2013 to 2016. Bogart Advisory Group LLC serves high-net-worth individuals by providing ongoing portfolio management services that include individualized investment policy statements and discretionary trading authority. The firm’s investment approach integrates fundamental analysis with modern portfolio theory, focusing on long-term trading across mutual funds, equities, ETFs, and fixed-income securities.

Jordan Schrage is a financial advisor at LI Wealth Management Inc with one year of industry experience. He holds a Series 65 designation and is also a partner at F and S CPAs LLP, an accounting firm where he provides accounting and tax preparation services. His prior experience includes roles at Marciano Fillipone CPA PC and Mr Victor Tax Corporation. LI Wealth Management Inc is a fee-only advisory firm serving individuals and small businesses with financial planning, tax preparation, and portfolio management. The firm emphasizes asset allocation and passive investment strategies using low-cost mutual funds and ETFs, and integrates accounting services through its affiliation with an accounting practice.

Aaron Lieberman is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Marathon Wealth Management, Inc. He has worked at Marathon Wealth Management since 2017 and has been affiliated with Wells Fargo Advisors Financial Network, LLC since 2015. Outside of his advisory role, he holds power of attorney for his mother, managing related matters with a limited time commitment. Marathon Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, with flexibility to use individual securities, bonds, or options as appropriate, and emphasizes comprehensive, higher-contact client relationships.

Frank Delape is a financial advisor at Coordinated Planning Group, Inc. with over 18 years of industry experience. He holds the ChFC® and Series 63 designations and has prior experience with Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of advising, he is the proprietor and president of an insurance brokerage specializing in life, accident, health, disability insurance, and annuities. Coordinated Planning Group serves a select group of high-net-worth individuals and business entities, offering portfolio management, financial planning, and adviser selection services. The firm employs written investment policy statements and financial modeling tools under a fiduciary standard, primarily managing assets on a non-discretionary basis and implementing strategies through third-party managers and broker-dealer alliances.

Joseph Carbone is a CFP® certificant with 21 years of experience in financial advisory services. He has been the sole advisor at Focus Planning Group since 2015 and also holds insurance licensure as an independent insurance agent for various companies. Focus Planning Group serves individuals, small businesses, charitable organizations, and retirement plans, offering financial planning, investment consultation, and portfolio management. The firm employs a Modern Portfolio Theory-based investment approach, primarily utilizing diversified, low-cost passive ETFs alongside other asset types, and provides educational workshops on personal finance and investing.

Richard Seeger is a CFP® with over 30 years of experience in the financial services industry, currently serving as the sole advisor at R. Seeger Wealth Management, Ltd. He has been with Fidelity Brokerage Services since 1994 and has led his independent advisory firm since 2010. In addition to his advisory work, he acts as a trustee for several family trust accounts, assisting with tax payments, property maintenance, and coordination with legal counsel. R. Seeger Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, businesses, trusts, retirement accounts, and charitable organizations. The firm emphasizes asset allocation using managed mutual funds, ETFs, bond funds, and individual bonds, tailoring equity exposure to client needs while avoiding frequent trading and market timing. It also sponsors a wrap fee program and conducts annual custody audits for accounts with trustee or executor involvement.

Johnathan Komich is a CFA® charterholder and registered financial advisor with seven years of industry experience. He is the principal of Komich Capital Advisors, an independent firm he founded in 2019, and previously worked at Eaton Vance Management. In addition to his advisory role, he is an insurance agent with Barson Associates, focusing on personal and commercial insurance lines. Komich Capital Advisors provides financial planning and investment management services to individuals, trusts, investment companies, pension plans, and business entities. The firm emphasizes comprehensive household-level planning and custom portfolio construction based on after-tax expected returns and historic volatility, using ETFs, individual debt securities, mutual funds, and third-party managed accounts.

Richard Sponholz is the sole advisor at R.O.S. Asset Management in Bellport, NY, with 19 years of industry experience. He holds the CFA® designation along with Series 63 and 65 licenses and has been with R.O.S. Asset Management since 1990. R.O.S. Asset Management provides discretionary, fee-only portfolio management and investment advice to individual and business clients, focusing on a long-term, buy-and-hold strategy grounded in fundamental analysis. The firm typically manages concentrated portfolios and uses no-load mutual funds for certain market segments while operating with discretionary authority under client limited power of attorney.

Steven Varvaro is a CFP® with 11 years of industry experience, currently operating Four Corners Financial in Melville, NY. His prior roles include positions at Larry Heller & Associates and J.P. Morgan Institutional Investments. Four Corners Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering wealth management, investment management, and financial planning services. The firm employs a long-term oriented investment approach using diversified mutual funds, ETFs, and selective individual securities, incorporating cyclical analysis and the Fama–French three-factor model in portfolio construction.

Salvatore Caruso is a CFP® with 26 years of industry experience. He currently works at TSG Alpha Partners, LLC and has held roles at various financial and insurance companies including Nationwide Financial, American Equity Investment Life Insurance Company, and New York Life Insurance Co. His career spans multiple firms specializing in life insurance and financial services. TSG Alpha Partners, LLC provides investment advisory services to individuals and institutional clients, including retirement plan sponsors. The firm offers portfolio management, financial planning, and pension consulting, and manages affiliated private pooled investment vehicles focused on private equity and privately held companies.

Jordan Awoye is the principal of Awoye Capital, LLC, an independent advisory firm. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Equitable Advisors and Axa Advisors. In addition to his advisory work, Awoye is the founder and instructor of The Language of Money LLC, which offers a financial literacy e-course. Awoye Capital provides discretionary asset management and financial planning services to individual investors, private clients, business entities, and qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to tailor investment strategies, including the use of derivatives, and also offers ERISA 3(21) retirement-plan advisory support.

Michael Voltz is the principal at Voltz Asset Management Inc. in Bay Shore, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Tradition Asiel Securities Inc. since 2000. Voltz Asset Management Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plans, focusing on a small number of client relationships. The firm employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, and private placements, guided by individualized Investment Policy Statements and a combination of charting, fundamental, technical, and cyclical analysis.

James Connolly is a financial advisor at Derryrush Wealth with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he owns an eCommerce clothing retailer and serves as the History Chairman of the Suffolk County Ancient Order of Hibernians. Derryrush Wealth provides portfolio management and pension consulting services to pension plans, charitable organizations, corporations, and high-net-worth individuals. The firm uses a diverse investment approach incorporating charting, cyclical, fundamental, and quantitative analysis, and it may allocate assets to third-party managers.

Anthony Perrone is a Series 65-licensed advisor at Pelkonen and Associates LLC with no prior industry experience. Before joining Pelkonen and Associates in 2023, he held positions in various non-financial businesses including E&R Laundry and Dry Cleaning, H.A.E Air, LLC, and Giunta's Meat Farms. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary investment management along with project-based and ongoing financial planning. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and, when appropriate, individual securities and independent managers, with a focus on strategic asset allocation supported by fundamental and technical analysis.