Vito Collacuro is a financial advisor with Settanni Financial LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Cetera and has served as a tax preparer with Settanni CPA, a role he maintains alongside his advisory work. Settanni Financial is an SEC-registered advisory firm managing approximately $397 million across about 155 client relationships. The firm serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, and offers investment management, retirement-plan advisory, financial planning, and integrated wealth-management services with an emphasis on a fiduciary, long-term investment approach.

Gamal Walker is a financial advisor with 4Sight Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank for one year before joining 4Sight Advisors. He is also a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors serves individual and high-net-worth clients as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm utilizes a range of investment approaches including fundamental and quantitative analysis, managing client assets in-house and advising on pooled investment vehicles such as real estate and venture capital funds.

Frank Berrios is a financial advisor at Drum Hill Capital, LLC with Series 65 registration and one year of industry experience. He previously worked at Bank of America for one year and was a full-time student for nine years. Drum Hill Capital primarily advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines macro analysis with fundamental research to implement diversified model asset-allocation strategies and is notable for its use of margin and derivatives in separately managed accounts.

Eric Filippone is a financial advisor at Buckram Securities Ltd with 10 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Buckram Securities since 2016. Outside of his advisory role, he operates E Filippone LLC, providing personal training lessons. Buckram Securities Ltd offers 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 services.

Charles Benway is a CFP® with six years of experience as a financial advisor at Main Street Financial, where he has worked since 2000. He is also a CPA with over 38 years in that profession. Benway operates a separate CPA practice located at the same address as Main Street Financial. Main Street Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million for about 98 clients, employing customized asset allocation strategies and an integrated tax and investment service model through its affiliation with an accounting firm.

David Yvars Jr. is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with The David J. Yvars Group Inc., where he has worked since 2023, following 14 years at The David J Yvars Group. The David J. Yvars Group Inc. advises individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning using customized portfolios that incorporate fundamental, technical, and cyclical analysis, with strategies including option writing, margin use, and rebalancing.

Viktoria Kamin is a CFP® professional with five years of industry experience. She has been with Financial Asset Management Corp since 2005. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages approximately $436 million in client assets and employs model-based portfolio allocations focusing on mutual funds, ETFs, and individual securities with a long-term investment orientation.

Gabriella Bracaglia is a financial advisor at Prato Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Prato Capital Management since 2005, with prior experience at Wells Fargo Advisors Financial Network LLC. Outside of advising, she works as a server at an assisted living facility and as a bartender. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs a proprietary blend of strategic, dynamic, and tactical asset allocation approaches and offers services through both traditional advisory and wrap fee programs.

Vito Abbondandolo is a financial advisor with Abbondandolo Wealth Management Corp in Glen Cove, NY. He holds a PFS™ designation along with Series 63 and 65 licenses and has 14 years of industry experience. He has worked at Abbondandolo Wealth Management Corp since 2013 and has been a CPA at Abbondandolo & Company CPAs LLP since 1989. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts, focusing on strategic asset allocation with diversification and disciplined rebalancing. The firm operates with a small advisory team affiliated with a CPA firm and manages portfolios exclusively through the SEI investment platform.

Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

David Montaquiza is a financial advisor at Municipal Asset Management Inc with 4 years of industry experience. He has been associated with Municipal Asset Management Inc since 1998. Municipal Asset Management Inc provides discretionary portfolio management primarily focused on fixed-income securities to high net worth individuals and institutional clients. The firm employs fundamental economic and relative-value analysis to deliver customized bond portfolios aligned with clients’ goals and risk profiles.

Edward Hadad is a CFP® professional with five years of industry experience. He has worked at Financial Asset Management Corp since 2020 and previously spent six years at the Institute for New Economic Thinking. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans, managing approximately $436 million in client assets. The firm employs model portfolios based on fundamental and cyclical analysis, primarily using mutual funds, ETFs, individual securities, and Independent Managers with a generally long-term investment approach.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

Laurie Girsky is a CFP® with 13 years of industry experience, currently serving at G-Squared Advisory LLC since 2009. She holds the Series 63, Series 65, and Series 66 designations and operates from Mamaroneck, NY. G-Squared Advisory provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental buy-and-hold investment strategies. The firm does not manage client assets directly and offers advice on areas including cash flow, debt management, retirement planning, and asset allocation on an hourly or flat-fee basis.

Simon Bennaim is a financial advisor at Zorea Capital LP with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Kize Capital LP and Axa XL, as well as a period of full-time education. He also provides consulting services to other unaffiliated investment managers on a limited basis. Zorea Capital LP offers discretionary and non-discretionary portfolio management and investment advice primarily to individual and family clients, managing approximately $50 million. The firm employs a fundamental, research-intensive, long-term, value-oriented approach focused on a concentrated portfolio of core holdings, utilizing leverage, derivatives, and limited short positions for risk management.

Scott Kahan is a CFP® professional with five years of industry experience, currently affiliated with Financial Asset Management Corp in Chappaqua, NY. He has been with Financial Asset Management Corp since 1986, contributing to the firm's activities over a span of approximately 40 years. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages around $436 million in client assets using model portfolios based on fundamental and cyclical analysis, primarily with mutual funds and ETFs, emphasizing long-term strategies without engaging in aggressive trading approaches.

Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.

Sean Dowling is a CFP® professional with 16 years of experience at The Dowling Group Wealth Management in Greenwich, CT. He has held his current role since 2010. Outside of his advisory work, Dowling owns and operates a tax preparation and consultancy firm, Dowling Tax Group, LLC, which he acquired in 2017 and dedicates significant time to. The Dowling Group Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party advisers for individuals, pensions, and business entities. The firm manages approximately $165.6 million in client assets and emphasizes goal-based planning with a combination of fundamental and technical analysis and long-term investment strategies.

James Caulfield is a financial advisor with Shamrock Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Shamrock Financial Services since 2009 and spent eight years at Taylor Capital Management prior to that. Caulfield is also an insurance agent, dedicating approximately half of his time to offering insurance products to clients. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management centered on ETF-based model portfolios. The firm emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing, utilizing third-party sub-advisory platforms while maintaining fiduciary oversight.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.