Michael Madorsky is a Series 65-registered advisor with Grant Wealth Advisors LLC in Greenwich, CT. He has one year of industry experience, including prior roles at Amberwave Capital Management and Atreaus Capital Management. His background also includes work with Orsid Realty and periods of retirement. Grant Wealth Advisors provides discretionary portfolio management and financial planning services for individual investors, focusing on both standard and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, and offers access to a broad range of asset classes such as venture capital, private placements, and options trading.

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 with Steinberganna Wealth Management LLC in Huntington, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include fourteen years at American Portfolios and one year at OSAIC. Steinberg is a 50% owner of a fixed insurance sales firm unrelated to securities. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans with discretionary asset management, retirement-plan education, and estate and trust administrative services. The firm manages approximately $369 million in assets for about 262 clients, using a fundamental-analysis approach and a range of investment vehicles, with portfolios reviewed annually or more frequently.

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

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.

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 Shea is a CFP® professional with over 29 years of experience in financial planning. He is the principal of Shea Financial Advisors, a firm he has led since 1997. The firm provides fee-only financial planning and discretionary investment management primarily to individuals and families. Shea Financial Advisors emphasizes a long-term, buy-and-hold investment approach using strategic asset allocation across various equity classes and fixed income, often incorporating tax planning and individual tax preparation into their services.

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.

Sarah Schroeder is a Series 65 licensed financial advisor at Coinbase Advisors with six years of prior experience at AQR Capital Management and roles at One River Digital and Coinbase Asset Management. She has been with Coinbase Advisors since 2026. Coinbase Advisors offers automated, internet-based investment recommendations to clients with active Coinbase trading accounts, providing model-driven advice on equities, derivatives, and digital assets while leaving trade execution decisions to clients. The firm uses proprietary Large Language Models with human oversight and conducts periodic reviews of recommendations.

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.

Brandt Sakakeeny is a financial advisor at Rockingstone Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rockingstone Advisors since 2009. Outside of his advisory role, he serves on the Board of Visitors at Wake Forest College and is a board member and treasurer of the executive committee at Bonnie Briar Country Club. Rockingstone Advisors provides discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the use of equities, fixed income, alternatives, and digital assets, distinguishing itself with advertised historical performance and a formal digital-asset custody program.

Cody Laidlaw is a financial advisor at DBA Seaside Financial & Insurance Services with a Series 65 designation and four years of industry experience. He has worked at Seaside Advisory Services, Inc. since 2021 and has been involved with Belpointe since 2013. Outside of advisory work, Laidlaw serves as Head of Investor Relations for Belpointe Real Estate Development, a private equity firm specializing in real estate development. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, and pension consulting, using a combination of fundamental, technical, cyclical, and quantitative analysis to inform its long-term and occasional short-term investment strategies.

Joseph Dowling is a financial advisor with The Dowling Group Wealth Management in Greenwich, CT, holding 36 years of industry experience. He has been with The Dowling Group since 2010. Outside of his advisory role, he operates an independent insurance agency, holds a real estate broker license, and owns an income tax preparation firm. The Dowling Group Wealth Management provides portfolio management, financial planning, and third-party adviser selection services to individuals, pensions, and business entities. The firm emphasizes goal-based planning using fundamental and technical analysis, primarily pursuing long-term investment strategies tailored to client objectives.

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.

Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients. The firm employs a diverse investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory, and includes higher-risk strategies such as margin and options trading, private placements, and venture capital.

Michael Mancusi is a financial advisor with Conscious Capital Wealth Management, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Barnum Benefit Group, and MSI Financial Services. Mancusi is also licensed to sell health and life insurance and variable insurance products. Conscious Capital Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm uses a proprietary financial planning process and blends top-down macro analysis with bottom-up fundamental research to guide asset allocation and security selection.

Tyler Arons is the principal of Arons Wealth Management LLC in Montgomery, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Prior to founding his firm, he worked in education research and accounting, including a role at Craig M. Arons CPA PFS PC. Arons Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of investment methods within a long-term trading approach and offers standalone hourly financial planning engagements.

Madeline Noveck is a CFP® professional with nine years of industry experience. She is currently with Capital Preservation Partners, Inc. and previously worked at Mercer Global Advisors Inc. and Novos Planning Associates Inc. totaling 39 years of experience across these firms. Capital Preservation Partners provides investment advisory and financial planning services to individuals, corporations, trusts, pensions, and profit-sharing plans, managing approximately $222 million in client assets. The firm offers tailored portfolios across various asset classes and employs both fundamental and technical analysis with ongoing portfolio reviews, serving both high-net-worth and non-HNW clients.

Laraine Villapiano is a financial advisor at One Oak Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has been with One Oak Capital Management since 2021, following a 32-year tenure at Concord Investment Management. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including 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 sleeves.

Paul Cucchissi is a financial advisor at Maryland Capital Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Maryland Capital Advisors since 2007. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, favoring passively managed funds and ETFs within global, multi-asset allocations.