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 licenses and has worked at firms including Axa Advisors, Richard Brothers Financial Advisors, Saxony Capital Management, and Equitable Advisors. In addition to his advisory role, he serves as Director of Client Relationships at Lions Assurance Financial, a business consulting firm specializing in benefits and continuity planning. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, asset allocation, trading, reporting, and financial planning services. The firm emphasizes a top-down investment approach that includes risk management and uses trading strategies such as derivatives to enhance returns.

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.

Bruce Jensen is a financial advisor at Boyar Asset Management, Inc. with 36 years of industry experience. His prior roles include positions at Elevage Partners, Strategy Asset Managers, and Holly Street Wealth Advisors. He holds Series 63, Series 65, and Series 66 licenses. Boyar Asset Management provides discretionary and non-discretionary portfolio management for separately managed accounts and acts as adviser to private funds and a registered investment company. The firm serves individual, high-net-worth, and institutional clients with a fundamental, value-oriented investment approach characterized by concentrated positions and low portfolio turnover.

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. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including McDonnaugh Securities LLC and Holly Street Securities. In addition to his advisory role, he works as an IT project manager for Matlen Silver, supporting technology projects for Bank of America. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management. The firm focuses on long-term allocation to stocks, bonds, and mutual funds, offering both discretionary and non-discretionary management options.

Ryan Berman is a financial advisor with Chesapeake Asset Management LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cherry Lane Capital LLC and Morgan Stanley, where he worked in private banking and advisory capacities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm’s approach includes fundamental analysis-driven public markets investing and non-discretionary advisory support for alternative investments, with a unique structure involving direct investment management and performance-based compensation arrangements.

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.

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.

Sherli Looi is a Series 65-licensed financial advisor at Garrison Bradford & Associates Inc with four years of industry experience. She has been with the firm since 2012. Garrison Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships. The firm focuses on long-term, fundamentally driven growth investing and tailors accounts to client objectives while managing risk through diversification.

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.

Oleg Zviagin is a financial advisor at Elevate Planners with five years of industry experience. He holds a Series 65 license and has worked at several firms including CapFinancial Partners and Proxy Wealth Advisors. Outside of advising, he is a licensed insurance agent involved in insurance-related activities. Elevate Planners is an independent advisory firm serving individuals, small businesses, and corporate retirement clients. The firm offers comprehensive financial planning and portfolio management, combining active management with Modern Portfolio Theory principles, and provides pension consulting and retirement plan services under ERISA regulations.

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.

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.