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.

David Marra is a Series 65-licensed financial advisor at Markin Asset Management, LP with four years of industry experience. He has been with Markin Asset Management since 2019 and also serves as Managing Director of Arialytics, Inc., a non-investment related business. Markin Asset Management provides discretionary investment management to private funds, individual accounts, trusts, and family offices using proprietary multi-asset quantitative strategies. The firm applies systematic models and machine-learning techniques to construct diversified, ETF-based portfolios tailored to client objectives.

James Crabb is a financial advisor at One Oak Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak in 2017. Outside of his advisory role, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit providing assistance and religious training to disadvantaged groups in Israel. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy investments, and manages multiple onshore and offshore funds.

Kevin Hughes is a Series 63 licensed financial advisor with 29 years of industry experience. He has been with American Wealth Administration Group LLC since 2016 and briefly worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Hughes serves as a trustee for Butterfield Library/Westminster Institute and is a board member of the Westminster Development Review Board in Vermont. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a tactical overlay, emphasizing capital preservation and excluding options, margin, private equity, and cryptocurrency from its strategies.

Cynthia Golub is a CFP® professional with 12 years of industry experience, currently serving as an advisor at G-Squared Advisory LLC since 2009. She holds Series 63 and Series 65 licenses and is based in Mamaroneck, NY. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and asset allocation. The firm operates on an hourly or flat-fee basis without managing client assets or accepting discretionary authority.

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.

Ilir Gjoni is a CFP® professional with 13 years of experience at Capital Preservation Partners, Inc. in Bronxville, NY. He has been with the firm since 2013. Outside of his advisory role, he is involved in real estate brokerage and property management through entities including Alphabet Realty, LTD and Adriatic Holdings LLC. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans, providing tailored financial planning and portfolio management. The firm uses a combination of fundamental and technical analysis to construct portfolios and emphasizes ongoing monitoring and specialized planning services.

Joseph Downey is a CFP® and ChFC® with 26 years of experience in financial advisory services. He is the president of Private Client Asset Management, Inc., where he has worked since 2008, and previously held positions at American Portfolios Financial Services, Inc. and Annuity Express Brokerage. In addition to his advisory role, he is involved in tax preparation and the sale of fixed insurance products. 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 employs a tactical asset allocation strategy that combines fundamental and quantitative analysis, generally favoring long-term, buy-and-hold positions while using rebalancing and tactical overlays based on client objectives.

Michael Triebwasser is a financial advisor with Progressive Financial Planning Services Inc. in Melville, NY, holding a Series 63 designation and with 27 years of industry experience. His career includes positions at Cadaret, Grant & Co., Inc. and LPL Financial before joining Progressive Financial Planning Services. Progressive Financial Planning Services, Inc. provides financial planning and investment advice to individual clients and offers corporate financial plans. The firm emphasizes consultative planning with clients retaining control of their assets, using an hourly fee model without discretionary management or performance-based fees.

Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.

Daniel Steinberg is a financial advisor at Steinberganna Wealth Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Osaic Wealth, Inc. and American Portfolios. Steinberg is a 50% owner of Steinberg Anna Wealth Management Corp., a fixed insurance sales business unrelated to securities, and serves as a trustee for the Frederica Steinberg Trust. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans through discretionary portfolio management, retirement-plan participant education, and estate and trust administrative assistance. The firm manages approximately $496 million in client assets with a two-advisor team and employs both in-house management and third-party managers, primarily using Schwab for custody.

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.

Timothy Hughes is a PFS™ credentialed financial advisor with 11 years of experience at American Wealth Administration Group LLC and over 36 years as a CPA. He operates his own accountancy practice, Timothy J. Hughes, CPA, LLC, providing accounting services to business owners and individuals. American Wealth Administration Group LLC offers discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis to construct long-term core portfolios with a tactical overlay, emphasizing capital preservation and using mutual funds, ETFs, equities, and bonds.

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.

Anthony Logrippo is a financial advisor at IHS Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jefferies & Company, Inc. for 14 years before joining IHS Wealth Management in 2023. IHS Wealth Management is a single-advisor independent registered investment adviser managing approximately $10.5 million in discretionary assets. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting services. It employs a range of investment strategies and provides both institutional-facing services and participant education, distinguishing it from many firms of similar size.

Brian Abbondandolo is a CFP® with 11 years of experience in financial advising. He is the principal of Abbondandolo Wealth Management Corp, where he has worked since 2015, and is also associated with Abbondandolo & Company CPA's LLP since 2010. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm employs a strategic asset-allocation approach focused on diversification and disciplined rebalancing, managing client portfolios exclusively through the SEI investment platform.

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.

Pedro De Oliveira Fiuza is a CFA® charterholder based in Bronxville, NY, currently serving as the sole advisor at Ndure Global LLC. He has over nine years of industry experience, including prior work at Vinci Partners USA from 2014 to 2023. Ndure Global LLC provides investment advisory services to high-net-worth clients and institutions with at least $20 million in investable assets. The firm employs a top-down investment approach combined with bottoms-up analysis, focusing on liquidity, risk measurement, and cost efficiency across discretionary and non-discretionary mandates.