Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

Justin Swiderski is a financial advisor at Palm Capital Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wilmington Capital Securities LLC since 2015. Palm Capital Group provides discretionary portfolio management to high-income and high-net-worth individuals, as well as charitable organizations and businesses. The firm employs a bottom-up value investing approach, managing concentrated portfolios primarily through equity, debt, and options securities, and offers performance-based fee arrangements for qualified clients.

David Dickerson is the sole advisor at Clearview Financial Planning, Inc. in Southold, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Clearview Financial Planning since 2018 and has prior experience with VP Distributors Inc and Zweig Advisers LLC. Clearview Financial Planning, Inc. is an independent firm managing approximately $38 million for about 15 clients, offering portfolio management and financial planning services with tailored Investment Policy Statements. The firm uses a blend of analytical methods and manages client assets in-house, serving individuals, high-net-worth clients, corporate/business clients, and charitable organizations.

Steven Kaczmarek is the sole advisor at East End Wealth Management in Hampton Bays, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with East End Group Wealth Management since 2012 and served as president of East End Group, Inc., which is engaged in insurance sales and securities trading, since 2006. East End Wealth Management provides discretionary fixed-income portfolio management primarily to individuals, as well as consulting and assets-under-advisement services to investment advisers, pension plans, corporations, and charitable organizations. The firm focuses on customized short-term investment-grade bond strategies with ongoing monitoring and employs multiple methods of analysis to guide investment decisions.

John Zolidis is a financial advisor at Quo Vadis Capital, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Buckingham Research Group. Quo Vadis Capital provides research and consulting products to institutional investors and discretionary separately managed account services to high-net-worth clients. The firm uses a proprietary analytical method focused on detailed structural analysis of financial statements and industry data to pursue long-term capital appreciation.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.

Stuart Quan is a financial advisor at Powder Ridge Capital LP with five years of industry experience. He holds a Series 65 designation and has worked at Powder Ridge Capital since 2017, following two years at Eden Capital Management LLC. Powder Ridge Capital provides discretionary wealth advisory and investment management services to individuals, high-net-worth clients, family offices, and corporate entities. The firm focuses on U.S. equity investing through actively managed, often concentrated portfolios, utilizing fundamental company analysis and valuation.

Stephen Taylor is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Big Rock Advisors in 2024, he spent 23 years at Credit Suisse Securities (USA) LLC and Credit Suisse Group. He is also an insurance agent involved in insurance sales and service through Cardona and Company. Big Rock Advisors is a small SEC-registered firm providing discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolio construction using fundamental analysis and offers periodic reviews, rebalancing, and tax-loss harvesting tailored to client objectives.

Sean Hopkins is a CFA® charterholder with 15 years of industry experience. He is currently with Big Rock Advisors LLC and previously worked at Tradeweb LLC and its affiliates for over a decade. In addition to his advisory role, he is involved as an accountant at La Sala CPA P.C. Big Rock Advisors LLC is a small SEC-registered firm providing discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolios using fundamental analysis and offers quarterly reviews, tax-loss harvesting, and client-directed investment restrictions.

Harshvardhan Ved is a financial advisor at Guardant Wealth Advisors with Series 65 credentials and one year of industry experience. Prior to joining the firm, he was involved with Samsara Music LLC and Justcode. Outside of his advisory role, he maintains ongoing involvement with Samsara Music LLC. Guardant Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office advisory, and retirement plan services. The firm emphasizes customized asset allocation using independent managers and provides access to private and alternative investments through third-party platforms and affiliated special purpose vehicles.

Anthony Cardona is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Benefit Funding Services, FFR, The Leaders Group, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and MCRA. He is also the owner and insurance agent of AJ Cardona & Co, a business providing insurance services. Big Rock Advisors is a small SEC-registered firm offering discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolios created through fundamental analysis, with regular reviews and updates tailored to client goals.

Darren Graff is a financial advisor with Guardant Wealth Advisors and holds Series 63 and Series 65 designations. He has 30 years of industry experience, including roles at JPMorgan Chase Bank NA and Belpointe Asset Management. Outside of finance, he is involved as an owner and investor in several restaurant and recreational businesses. Guardant Wealth Advisors provides discretionary and non-discretionary investment and wealth management services, offering customized portfolio strategies and family office advisory primarily for a limited number of clients. The firm integrates private and alternative investments through third-party platforms and maintains affiliations with an in-house private investment sponsor.

Sean Lamb is a financial advisor with Old Beach Investment Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has been involved in film production as a manager and producer at Franklin Avenue Films since 2012. Old Beach Investment Advisors is a state-registered firm that provides discretionary portfolio management and supervisory services primarily to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm employs long-term equity strategies focused on fundamental analysis and maintains a small, concentrated client roster.

Mark Snow is a financial advisor with Snow Financial Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snow Financial Management since 2009 and has prior experience at HSBC Securities (USA) Inc. and HSBC dating back to 1998. Snow Financial Management is a registered investment adviser serving individuals, trusts, retirement accounts, charitable organizations, and businesses with discretionary investment management. The firm employs personalized portfolio construction using equities, fixed income, mutual funds, ETFs, and derivatives strategies, including options and short sales, managing approximately $98.6 million in assets across 49 client relationships.

Clifford Cornell III is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Bone Fide Wealth since 2021 and held prior positions at DLP Real Estate Capital, Innovative Tax Solution, Muhlenberg College, and South Side MS/HS. Outside of financial advising, he has worked as a server at The Frisky Oyster in Greenport, NY. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering comprehensive financial life planning, asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to deliver customized investment advice and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Michael Snow is a financial advisor at Snow Financial Management, LLC with 29 years at the firm and 11 years of industry experience. He holds a Series 65 credential. Mr. Snow serves on the boards of several derivatives trading and clearing organizations, including BGC Derivative Markets, Cantor Clearinghouse, and Fenics Markets Xchange. Snow Financial Management provides personalized, discretionary investment management to individuals, trusts, retirement accounts, charitable organizations, and businesses. The firm uses a client-focused approach to build portfolios with individual securities, mutual funds, ETFs, and derivatives strategies, managing approximately $98.6 million in assets across about 49 client relationships.

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.

Ross Bruner is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co., Bank of America, and MassMutual. Bruner is also owner of Tristar Advisors LLC, a family-owned passive investment vehicle. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm employs a mix of top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts primarily on a discretionary basis.

Eduard Van Raay is a financial advisor at Kovack Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2011. Outside of his advisory role, he provides personal financial education counseling and presents financial education lectures at community centers and libraries. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Brendan Goldstein is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds the Series 65 designation and has previously worked at Lebenthal Asset Management LLC and Lebenthal Wealth Advisors LLC. Goldstein's career has been primarily with Carnegie Investment Counsel since 2017. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and may use discretionary portfolio management, third-party manager oversight, and specialized planning, with a focus on aligning portfolios to client goals through formal investment policy statements and regular monitoring.