James Lubin is a financial advisor at Infiniti Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Beacon Hill Private Wealth Management and CBOE. Lubin’s career also includes a long tenure at Lehman Brothers Inc. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, including specialized services like divorce financial planning. The firm’s approach centers on asset allocation and diversification using mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor portfolios through regular reviews.

Paul Cucchissi is a financial advisor at Maryland Capital Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Maryland Capital Advisors since 2007. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, favoring passively managed funds and ETFs within global, multi-asset allocations.

Joe Solan is a financial advisor with 24 years of industry experience, currently affiliated with 4Sight Advisors LLC. He holds Series 63 and Series 66 licenses and has worked previously with RealFi Home Funding and Reliant Home Funding. Outside of his advisory role, he is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations focusing on education and community services. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad asset universe and uses both fundamental and quantitative analyses, with a distinctive focus on pooled investment vehicles managed in-house.

Robert Defruscio is a financial advisor at Delta Wealth Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Delta Wealth Management since 2015. In addition to his advisory role, he is a minority owner and consultant at Christensen DeFruscio Allen & Co LLC, where he provides accounting and tax preparation services primarily for trust and business clients. Delta Wealth Management serves high-net-worth individuals and related entities by providing discretionary portfolio management and investment implementation. The firm emphasizes asset allocation and fundamental equity analysis, often utilizing independent third-party managers under discretionary authority.

Brendan Azoff is a financial advisor with Abundant Wealth Management LLC in Stamford, CT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and held roles in healthcare staffing. In addition to his advisory duties, Azoff is also a licensed insurance agent authorized to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm’s investment approach is based on modern portfolio theory and long-term trading, with discretionary management tailored to client-specific guidelines and comprehensive financial plans included for portfolio management clients.

Neil Hackman is a financial advisor with Oak Financial Group Inc in Stamford, CT, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with Oak Financial Group since 1992. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm emphasizes a long-term investment approach focused on diversification and alignment with client objectives, primarily using mutual funds, and offers occasional no-fee educational seminars to the public.

Alejandro Aleman is a financial advisor at Volumetric Advisers with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, JPMorgan Chase Bank, and Granby Capital Management. Volumetric Advisers primarily provides investment advisory services to Volumetric Fund, Inc., a registered mutual fund, and offers portfolio management for separately managed accounts as well as advisory services to individuals and small businesses. The firm employs a proprietary volume-and-trend methodology called the “Volume and Range” system to guide investment decisions and is notable for managing a mutual fund while serving non-HNW clients and small businesses with modest minimums.

Adriano Almeida is a CFA® charterholder with nine years of industry experience, currently serving at VII Capital Management LLC since 2014. He is based in Stamford, CT, and is part of a three-advisor team at the firm. VII Capital Management provides discretionary equity portfolio management to individuals, personal trusts and estates, and taxable business entities, and acts as adviser to a pooled investment vehicle. The firm focuses on fundamental, bottom-up research within publicly traded common stocks, offers standardized and customized portfolio strategies, and utilizes performance-based fees and leverage in select portfolios.

Alex Socolof is a financial advisor with Strategic Wealth Management LLC in Briarcliff Manor, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Strategic Wealth Management since 2006. Outside of advising, Socolof is a 49% owner of Rifency, a research and development company focused on emission reduction technology. Strategic Wealth Management serves primarily individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management and financial planning. The firm emphasizes diversified, model-driven investment strategies using ETFs and mutual funds, with a focus on non-discretionary client engagement.

Benjamin Thomas is a financial advisor with 4Sight Advisors LLC in Nyack, NY, holding Series 66, Series 63, and Series 65 credentials and two years of industry experience. His prior roles include positions at AscendLearning LLC and Harrington ED, alongside long-term affiliations with MML Investors Services Inc and Mass Mutual. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes mutual funds, equities, fixed income, ETFs, annuities, and less common pooled investment vehicles, while employing various analysis methods and maintaining in-house asset management.

Vito Collacuro is a financial advisor with Settanni Financial LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Cetera and has served as a tax preparer with Settanni CPA, a role he maintains alongside his advisory work. Settanni Financial is an SEC-registered advisory firm managing approximately $397 million across about 155 client relationships. The firm serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, and offers investment management, retirement-plan advisory, financial planning, and integrated wealth-management services with an emphasis on a fiduciary, long-term investment approach.

Gamal Walker is a financial advisor with 4Sight Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank for one year before joining 4Sight Advisors. He is also a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors serves individual and high-net-worth clients as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm utilizes a range of investment approaches including fundamental and quantitative analysis, managing client assets in-house and advising on pooled investment vehicles such as real estate and venture capital funds.

James Whiting is a financial advisor at Krauss Whiting Capital Advisors LLC with 22 years of industry experience. He holds a Series 65 designation and has been a partner at Krauss Whiting CPAs LLP since 1988, where he is a licensed Certified Public Accountant providing public accounting services. He divides his time between the CPA firm and the investment advisory business in Stamford, Connecticut. Krauss Whiting Capital Advisors offers individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm combines fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence, with discretionary or non-discretionary account management.

David Yvars Jr. is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with The David J. Yvars Group Inc., where he has worked since 2023, following 14 years at The David J Yvars Group. The David J. Yvars Group Inc. advises individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning using customized portfolios that incorporate fundamental, technical, and cyclical analysis, with strategies including option writing, margin use, and rebalancing.

Viktoria Kamin is a CFP® professional with five years of industry experience. She has been with Financial Asset Management Corp since 2005. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages approximately $436 million in client assets and employs model-based portfolio allocations focusing on mutual funds, ETFs, and individual securities with a long-term investment orientation.

Carl Scholtz is a CFA® charterholder with 13 years of industry experience. He has worked at Scholtz & Company, LLC since 2012, including its predecessor firm starting in 2019. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts and employs a combination of fundamental research and technical analysis to guide its investment strategies, with an emphasis on capital preservation and income.

Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

David Montaquiza is a financial advisor at Municipal Asset Management Inc with 4 years of industry experience. He has been associated with Municipal Asset Management Inc since 1998. Municipal Asset Management Inc provides discretionary portfolio management primarily focused on fixed-income securities to high net worth individuals and institutional clients. The firm employs fundamental economic and relative-value analysis to deliver customized bond portfolios aligned with clients’ goals and risk profiles.

Edward Hadad is a CFP® professional with five years of industry experience. He has worked at Financial Asset Management Corp since 2020 and previously spent six years at the Institute for New Economic Thinking. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans, managing approximately $436 million in client assets. The firm employs model portfolios based on fundamental and cyclical analysis, primarily using mutual funds, ETFs, individual securities, and Independent Managers with a generally long-term investment approach.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.