Timothy Bradley is a financial advisor with Dynamic Trading Management, LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Dynamic Trading Management since 2007 and also works with Cabot Lodge Securities LLC. Outside of advisory services, he owns the Timothy Bradley Agency, a transactional business related to broker-dealer and insurance products. Dynamic Trading Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and investment advice primarily to individuals, trusts, and estates. The firm employs a multi-faceted investment approach combining macro analysis with fundamental and technical security selection, focusing mainly on equities and cash, and manages accounts with customized plans based on client objectives, risk tolerance, and tax considerations.

Jay Mc Neill is a CFP® with five years of experience at Main Street Financial and over nine years as Managing Member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. He also worked for five years at ATS Advisors, a certified public accounting firm. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million across about 98 clients, using customized asset allocations and portfolio strategies that combine fundamental and technical analysis with a long-term focus while allowing tactical adjustments.

Vikram Kaul is a Series 65-licensed financial advisor with 11 years of industry experience. He has been a managing member of NorthStar Portfolio Investments, LLC since 2012 and has worked at the firm since 2014. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental analysis and Modern Portfolio Theory to construct portfolios and offers both discretionary and non-discretionary management, with a focus on higher asset-per-client relationships supported by technology for held-away account management.

Stephen Varlotta is a Series 65-licensed advisor at ProAthlete Wealth Management LLC with no prior industry experience. His work history includes roles at SL Green Realty Corporation, Greystone Monticello, Piper Sandler, and academic positions at the University of Southern California Marshall School of Business and Syracuse University. ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services primarily to individuals, including high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, serving a client base that includes professional athletes with specialized concierge support.

Robert Schaefer Sr. is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization. Buckram Securities Ltd provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm offers discretionary portfolio management through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency functions.

Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and previously worked at UBS Securities LLC and Credit Suisse Securities (USA) LLC. Outside of his advisory work, he owns income-producing real estate in London. Diamond NestEgg serves individual clients by providing comprehensive financial planning, coaching, and educational programs. The firm focuses on client-directed implementation and favors passive investment strategies, emphasizing education through workshops and online courses rather than discretionary portfolio management.

Steven Florio is a financial advisor with The Florio Wealth Management Group in Westbury, NY. He holds the ChFC® and Series 63 designations and has 13 years of industry experience. Prior to his current role, he worked nine years at Mass Mutual Investors Services and has been associated with MassMutual Life Insurance Company since 2012. In addition to advisory services, he is also active as an agent in life, health, group life, and group health insurance. The Florio Wealth Management Group provides pension consulting and financial planning services, primarily serving institutional and retirement-plan clients through referrals to third-party registered investment advisers. The firm focuses on retirement-plan fiduciary services under ERISA Section 3(38) and offers fee-based planning and consulting arrangements rather than relying mainly on asset-based fees.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

Giovanni Treglia is a financial advisor at Old Bridge Wealth, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management and Axa Advisors. Outside of his advisory role, he serves as an officer for the nonprofit Kick Start a Cure. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals and business entities without account minimums. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage portfolios across various asset classes and strategies.

Brandon Sherwood is a financial advisor at Strong Wealth Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Cortex Technology Capital Management, Cortex Technology Capital Advisors, Sherwood Capital Advisors, and George K. Baum & Company. In addition to his advisory work, he serves as Vice President in investment banking at Strong Capital Markets, LLC. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients, providing financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios using various analytical methods and offers active management of private pooled vehicles, employing performance-based fees for qualified clients.

Matthew Hickman is a financial advisor at Greenwich Creek Capital Management, LLC with three years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at American Century Investments and Vision Advisors. Hickman is also a partner in a commission-based wealth management advisory business serving clients in Santiago, Chile. Greenwich Creek Capital Management primarily serves individual clients, including high-net-worth individuals, with tailored portfolio management and investment advice across a range of securities and strategies. The firm offers both discretionary and non-discretionary account management and emphasizes individualized investment policies developed through detailed client discussions.

Chintu Pandya is a CFP® professional at Generation Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Stony Brook University and held positions at Amazon Rep Services and Thomson Reuters over a 24-year period. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, as well as services to businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers a range of services including retirement plan consulting, a wrap-fee program, and public seminars.

Kevin Hegarty is a financial advisor at Hegarty Advisors, LLC in Garden City, NY, with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Securities LLC for three years before founding Hegarty Advisors in 2019. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm focuses on passive, asset-class-based portfolios using index mutual funds and ETFs, emphasizing low turnover and tax efficiency, and manages approximately $171 million across just over one hundred client relationships.

Barry Dampf is a financial advisor with Clear Point Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Clear Point Advisors, he worked at Aegis Capital Corp for three years. Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a global asset-allocation approach with tactical adjustments and offers participant education and due diligence on private investment funds as part of its retirement plan consulting.

Douglas Johnston is a financial advisor at Blank Equity Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches an undergraduate economics course at Nassau Community College. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally follows a long-term buy-and-hold investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis methods.

Patricia Mcdonnell is a Series 65-licensed financial advisor with MSM Financial Strategies in Manhasset, NY. She has four years of industry experience and has been with MSM Financial Strategies since 1997. MSM Financial Strategies is a state-registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds and a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Brian Hegarty is a financial advisor at Hegarty Advisors, LLC with 29 years of industry experience. He has held positions at Credit Suisse Securities, Btig LLC, and Berenberg Capital Markets prior to joining his current firm. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes passive, asset-class-based portfolios using index mutual funds and ETFs, focusing on low turnover and tax-efficient strategies tailored to each client’s investment policy.