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.

James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gary Goldberg & Co., LLC and various Bruderman-affiliated entities. He was also involved with JMB Hospitality Group, which is currently inactive. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a holistic, customized wealth management approach that integrates asset allocation with clients’ cash-flow needs, tax and estate planning, and long-term objectives.

Dwarka Kalantry is a CFA® charterholder with 38 years of industry experience. He is a principal of Kalantry Advisors LLC and has previously worked at Sagepoint Financial, Inc., as well as operating as a self-employed CPA since 1976. He continues to maintain an active CPA practice through a partnership structure. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a combination of analytical approaches and coordinating with an external managed-account platform.

Ronald Bartlett is the principal of Ronald A. Bartlett & Associates, Ltd. with over 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 1992. Outside of his advisory work, he also teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates provides investment advisory and retirement-planning services primarily to individual clients, trusts, and estates. The firm focuses on fundamental analysis and strategic asset allocation with a preference for longer-term holdings, offering tailored recommendations and a combination of advisory, insurance, and tax-related services.

Antonio Gonzalez is a financial advisor at Great Wealth Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Apex Clearing Corporation. Outside of his advisory role, he is involved as a non-equity partner in an investment banking firm focusing on mergers and acquisitions and manages a business consulting firm that develops strategy for mid-size businesses. Great Wealth Investments provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs equity and ETF-based strategies with occasional use of cryptocurrencies, direct indexing, and Securities-Backed Lines of Credit, emphasizing customized asset allocations and a blend of fundamental and technical investment approaches.

Andrew Frank is a financial advisor at Shelter Rock Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shelter Rock since 2012. Outside of his advisory role, Frank serves as a director for the National Employers Council, where he contributes to long-range strategy and marketing efforts. Shelter Rock Management, LLC is a fee-only registered investment adviser that provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs goal-based planning and fundamental analysis with relatively low turnover, offering discretionary and non-discretionary portfolio management across various strategies and retirement services.

Todd Dudonis is a financial advisor with Private Client Asset Management, Inc., holding CFP® certification and Series 63 and 66 licenses. He has 28 years of industry experience, including prior roles at American Portfolios Financial Services Inc. and OSAIC. In addition to his advisory work, Dudonis provides tax preparation services on a part-time basis. Private Client Asset Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm’s investment strategy emphasizes tactical asset allocation that combines fundamental and quantitative analysis, focusing on long-term buy-and-hold positions supplemented by rebalancing and tactical overlays to align with client objectives.

Kevin Cassidy is a financial advisor with Bayridge Financial Group, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Bayridge in 2022, he worked at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Outside of his advisory work, Cassidy is a partner in Gatsby Spirits LLC, a liquor company, and is involved with TEG Wellness, a wellness program for employers and employees. Bayridge Financial Group provides discretionary investment advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using ETFs, mutual funds, equities, and fixed income, with regular portfolio monitoring, rebalancing, and annual reviews.

Scott Werling is a financial advisor with Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at several firms including Charles Schwab and Legend Financial Management. Outside of finance, he is a member and partner of Rollin In The Dough Wood Burning Pizza LLC, a mobile food service business. Craft Wealth Management LLC is a state-registered advisory firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of technical and fundamental investment strategies and offers discretionary and non-discretionary portfolio management.

Matthew Ranieri is a financial advisor at IHS Wealth Management LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Mount Sinai Health System and Northwell Health. IHS Wealth Management LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analyses alongside modern portfolio theory to construct portfolios, with monthly account reviews and a range of investment strategies including mutual funds, ETFs, and alternative offerings.

Jason Gilbert is a financial advisor at RGA Investment Advisors, LLC with 12 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with RGA Investment Advisors since 2009. RGA Investment Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a primarily long-term investment process that uses fundamental, technical, and cyclical analysis to construct portfolios including equities, mutual funds, ETFs, bonds, and private placements, while managing both separate accounts and private pooled funds.

Congzhu Yang is a financial associate at HHL Wealth Advisors Inc. in Flushing, NY, with two years of industry experience. He holds a Series 65 designation and also works as a financial associate at HHL Advisors Group, assisting with tax preparation. Prior to this, he studied at New York University and Zhejiang Gongshang University. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small business clients. The firm uses asset-allocation frameworks based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.

Eric Filippone is a financial advisor at Buckram Securities Ltd with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Buckram Securities since 2016. Outside of his advisory work, he operates E Filippone LLC, a personal training business. Buckram Securities Ltd. provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm manages discretionary portfolios through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency roles.

Albert Pette is a financial advisor at Brixton Capital Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business. Brixton Capital Wealth Advisors, LLC serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for about 819 clients. The firm provides discretionary portfolio management, financial planning, and consulting, and employs a diverse investment approach that includes fundamental and charting analysis, modern portfolio theory, and the use of derivatives and options strategies.

Shane Siederman is a ChFC® credentialed advisor with 31 years of industry experience, currently serving at Bayridge Financial Group, Inc. since 2018. His prior experience includes roles at LPL Financial and Citicorp Investment Services. Outside of advisory work, he is an author who has written a book since 2014. Bayridge Financial Group provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes fundamental analysis and long-term portfolio construction while also allowing for shorter-term trading aligned with client objectives and market conditions.

Andrew Cabrera is a financial advisor with Matrix Private Wealth Management Inc. He holds a Series 65 designation and has two years of industry experience. Cabrera has been with Matrix Private Wealth Management and Colonial Life for ten years each. In addition to advising, he is a licensed insurance agent involved in life and health insurance sales in New York and New Jersey. Matrix Private Wealth Management serves individual clients, high net worth individuals, charitable organizations, and businesses. The firm offers portfolio management, third-party money manager selection, and retirement plan referrals, primarily using model portfolios and outside managers with investment approaches grounded in modern portfolio theory and various analytical methods.

Thomas Efthimiou is a financial advisor at Meadowbrook Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meadowbrook Wealth Management since 2015. Outside of advisory services, he is involved in managing a family-owned commercial real estate business and operates a marine equipment sales and service company. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts. The firm manages approximately $86.2 million across about 121 client accounts, offering tailored investment strategies aligned with clients’ objectives, time horizons, and risk tolerances.

John Mcguire is a CFP® professional at MSM Financial Strategies with four years of industry experience. He has been with MSM Financial Strategies since 1997, a firm based in Bronxville, NY. MSM Financial Strategies is a partner-owned investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds alongside a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Harry Armon is a financial advisor with ARCAP Partners LLC in Plainview, NY, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His work history includes roles at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. Outside of advising, he manages a business that operates automobile rentals in the South Florida market. ARCAP Partners LLC provides financial planning and discretionary investment management services to individual and high-net-worth clients. The firm employs a strategic, risk-based asset allocation approach using a mix of ETFs, mutual funds, and alternative investments, and manages approximately $40.5 million across around 34 accounts.