David Siegfried is a CFP® professional with 4 years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. in Farmingdale, NY, where he has worked since 2015. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs both fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities, complemented by cost-controlled index mutual funds and ETFs, and offers integrated accounting and tax preparation services through its affiliated accounting practice.

Barry Kiront is a financial advisor at Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Craft Wealth Management since 2015 and is also involved with related entities including Craft Asset Holdings LLC and Advanced Capital Management LLC. Outside of advisory roles, Kiront serves as Vice President and backup administrator for Jobast Holding Inc., a non-investment related entity. Craft Wealth Management provides discretionary and non-discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options trading, short selling, and margin, and manages approximately $9.18 million in assets across about 58 client relationships.

Mario Veneroso is the principal advisor at Veneroso Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Kingsview Partners. Veneroso is also a licensed attorney who does not practice law and participates occasionally as a financial consultant in media interviews. Veneroso Wealth Management serves individuals, high-net-worth clients, businesses, and charitable organizations with asset management and financial planning services. The firm employs a diversified investment approach incorporating fundamental, technical, and portfolio theory analyses, offering both discretionary trading and flexible planning fee structures.

Sean Mc Cormack is a financial advisor at Cornbelt Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornbelt Financial since 2021. Outside of his advisory role, he is involved with SHFuse, Inc., a company specializing in data analytics. Cornbelt Financial serves individual clients and small service-based business owners, offering discretionary portfolio management, financial planning, tax preparation, and business services. The firm combines top-down and bottom-up analysis with various investment methods and emphasizes tax efficiency, regular risk analysis, and portfolio alignment with client goals.

Kimberly Gilgeours is a financial advisor at The World Changers Investments, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Benefit Mall. Kimberly has been involved with Butterfly Focus Public Speak, a public speaking initiative, from 2020 to 2023. The World Changers Investments, LLC offers investment management and sub-advisory services to individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm focuses on third-party money manager selection and portfolio management through co-advisory agreements, providing non-discretionary advisory services where clients retain authority over investment decisions.

Joseph Downey is a CFP® and ChFC® with 27 years of experience in financial advisory services. He has been with Private Client Asset Management, Inc. since 2008 and has prior experience at American Portfolios Financial Services, Inc. and Annuity Express Brokerage. In addition to his advisory work, he provides tax preparation services and sells fixed annuities and insurance products. Private Client Asset Management, Inc. offers fee-based investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, businesses, and pension plans. The firm uses a tactical asset allocation strategy focused on risk reduction and performance improvement, combining fundamental and quantitative analysis, with an emphasis on long-term, buy-and-hold positions augmented by rebalancing and tactical overlays.

Gavriel Kandkhorov is a financial advisor at Row Management Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Gladstone Wealth Group, and Wells Fargo Advisors Financial Network. Kandkhorov is also a licensed insurance agent with Royal Oak Insurance Agency. Row Management is an independent, single-advisor firm that provides portfolio management and personalized investment planning to individuals, high-net-worth households, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers both discretionary and non-discretionary services across a range of investment products.

Nicholas Lin is a financial advisor at Arta Finance with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., among other firms. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and provides access to public market strategies, private funds, structured products, and listed-options strategies.

Abd Alrahman Al Asaad is a financial advisor at Basic Capital Advisors LLC with six years of industry experience. His background includes roles at StormSafe Asset Management, Harvard Business School, and Goldman Sachs & Co. LLC. He holds Series 63 and Series 65 licenses. Basic Capital Advisors LLC provides ERISA-focused advisory and investment management services to employer-sponsored retirement plans and their fiduciaries. The firm emphasizes long-term, low-fee passive management using institutional-class index funds and ETFs, focusing on diversification, cost minimization, and ongoing monitoring.

Dov Lederer is a financial advisor at Creative Capital with a Series 65 credential and one year of industry experience. He has previously worked at the Allia Group and has a background in education and religious studies, including roles at Kollel Derech Chaim, Yashivas Mir Jerusalem, Yeshivat Shaalvim, and Torah Academy of Bergen County. Creative Capital provides discretionary, fee-based portfolio management for individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios with various strategies, including equities, options, and real-estate partnership interests, and manages potential conflicts of interest through internal policies.

Brian Plunkett is a CFP® with five years of experience at Semper Financial and over 37 years as a CPA through his own firm, Brian Plunkett, CPA. He has worked with Semper Financial Advisors since 2011 and also operates an independent insurance agency selling term and long-term care insurance. Semper Financial Advisors provides discretionary investment management and financial planning to individual and high-net-worth clients, using a long-term, buy-and-hold strategy based on Modern Portfolio Theory. The firm is affiliated with a separate CPA practice and manages client assets on a boutique scale with a focus on diversified portfolios tailored to client goals and risk tolerance.

Michael Davidov is a CFP® professional with five years of experience in financial advising. He is currently with Davidov Wealth Group, LLC and has held roles at Covey Sandler 26, LLC, where he manages asset management and capital raising activities. In addition to financial advising, he is actively involved in legal and insurance businesses as a licensed attorney and insurance agent, and he manages a real estate brokerage. Davidov Wealth Group, LLC serves individual and high-net-worth clients as well as pension plans, providing discretionary portfolio management and hourly financial planning. The firm employs fundamental analysis and both long- and short-term trading strategies, primarily investing in mutual funds, equities, bonds, ETFs, and government securities.

Peter Florio is a ChFC® registered financial advisor with 36 years of industry experience. He is currently with The Florio Wealth Management Group, where he has served since 2017, and previously held roles at MML Investors Services, Inc. and Purshe Kaplan Sterling Investments. Florio also has involvement in insurance brokerage, including individual and group life and health insurance, as well as fixed annuities. The Florio Wealth Management Group provides pension consulting, financial planning, and acts primarily as a solicitor referring institutional and retirement-plan clients to third-party registered investment advisers. The firm offers fiduciary retirement-plan services under ERISA Section 3(38) and uses hourly or fixed-fee arrangements alongside referral-based revenue.

Ariel Serber is a financial advisor at Clutch Capital Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Clutch Capital since 2018. Prior to this, he was with Axa Advisors for five years and currently serves as Director of Client Relationships at Lions Assurance Financial, a business consulting firm focused on benefits and continuity planning. Clutch Capital Management provides portfolio management, asset allocation, trading, and financial planning services to individual investors, retirement plans, trusts, charitable organizations, and business entities. The firm employs a top-down investment approach emphasizing diversification and risk management, incorporating derivatives trading strategies, and accommodates client-imposed investment restrictions.

Shimon Willig is a financial advisor at MWM Group LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and MiR Jerusalem. Willig is also a licensed fixed insurance broker. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, managing approximately $431 million in discretionary assets through proprietary asset-allocation models and a variety of managed account strategies.

Chi Tang is a Series 65-licensed financial advisor at Basalt Wealth Inc. with one year of industry experience. Prior to joining Basalt Wealth, Tang held roles at Albatross America Inc., Beaconfire Staffing Solutions Inc., PwC Strategy&, and McKinsey & Company. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm integrates fundamental and technical analysis with options and derivatives strategies, providing tailored services that include security ratings, educational seminars, and cross-border trading access.

Joseph Garry is an associate advisor with Stephen J. Garry & Associates, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been with Stephen J. Garry & Associates during the same period. Stephen J. Garry & Associates provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $142.6 million in assets through a three-advisor team that primarily uses low-cost mutual funds and ETFs, complemented by individual stocks, bonds, and options, employing a mostly long-term investment approach with ongoing portfolio monitoring and rebalancing.

Subhrajit Goon is a financial advisor at Aimcdonnaugh & Co. Inc. in Baldwin, NY, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Matlen Silver and Holly Street Securities. Outside of his advisory role, he is an IT Project Manager contractor for Matlen Silver, managing technology deliverables for banking clients. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, offering financial planning, consulting, and portfolio management. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, utilizing both fundamental and technical analysis.

Leslie Braun is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. since 2008. The firm provides discretionary portfolio management and retirement planning to individual and high-net-worth clients, combining fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities and cost-controlled index funds. Financial Advisor Network operates an integrated advisory and accounting model, with a small team managing approximately $135 million across about 158 clients.

Chaya Sternbach is a financial advisor at Yields For You, LLC with a Series 65 credential. She has been with the firm since 2024 and has prior experience in healthcare, legal, and landscaping sectors. Yields For You, LLC provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as consulting to institutions and family offices. The firm combines modern portfolio theory with both passive and active strategies and employs artificial intelligence tools to support its research and client services.