Robert Defruscio is a financial advisor at Delta Wealth Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Delta Wealth Management since 2015. In addition to his advisory role, he is a minority owner and consultant at Christensen DeFruscio Allen & Co LLC, where he provides accounting and tax preparation services primarily for trust and business clients. Delta Wealth Management serves high-net-worth individuals and related entities by providing discretionary portfolio management and investment implementation. The firm emphasizes asset allocation and fundamental equity analysis, often utilizing independent third-party managers under discretionary authority.

Brendan Azoff is a financial advisor at Abundant Wealth Management LLC in Stamford, CT, holding a Series 65 designation with two years of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and has a background including roles in healthcare staffing. Outside of advisory work, he is also an independent insurance agent, licensed to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $244 million for around 187 clients and employs a long-term investment approach based on Modern Portfolio Theory, offering comprehensive financial plans along with a bi-weekly client newsletter.

Thomas Childs is a financial advisor at DJG Financial Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining DJG, he worked at Santander Bank, NA from 2016 to 2024. DJG Financial Services provides personalized financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach focuses on strategic asset allocation and a buy-and-hold strategy, utilizing third-party research and custodians such as Charles Schwab and Capital Group/American Funds.

Neil Hackman is a financial advisor with Oak Financial Group Inc in Stamford, CT, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with Oak Financial Group since 1992. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm emphasizes a long-term investment approach focused on diversification and alignment with client objectives, primarily using mutual funds, and offers occasional no-fee educational seminars to the public.

Ronald Welz is a financial advisor at Drum Hill Capital, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Drum Hill Capital since 2014. Drum Hill Capital provides investment management, comprehensive household reporting, financial planning, and investment consulting for individuals, families, IRAs, trusts, and charitable organizations. The firm’s investment approach combines macroeconomic views with fundamental analysis and includes the use of margin and options strategies within separately managed accounts.

Matthew Ranieri is a financial advisor at IHS Wealth Management LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Mount Sinai Health System and Northwell Health. IHS Wealth Management LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analyses alongside modern portfolio theory to construct portfolios, with monthly account reviews and a range of investment strategies including mutual funds, ETFs, and alternative offerings.

Adriano Almeida is a CFA® charterholder with nine years of industry experience, currently serving at VII Capital Management LLC since 2014. He is based in Stamford, CT, and is part of a three-advisor team at the firm. VII Capital Management provides discretionary equity portfolio management to individuals, personal trusts and estates, and taxable business entities, and acts as adviser to a pooled investment vehicle. The firm focuses on fundamental, bottom-up research within publicly traded common stocks, offers standardized and customized portfolio strategies, and utilizes performance-based fees and leverage in select portfolios.

Alex Socolof is a financial advisor with Strategic Wealth Management LLC in Briarcliff Manor, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Strategic Wealth Management since 2006. Outside of advising, Socolof is a 49% owner of Rifency, a research and development company focused on emission reduction technology. Strategic Wealth Management serves primarily individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management and financial planning. The firm emphasizes diversified, model-driven investment strategies using ETFs and mutual funds, with a focus on non-discretionary client engagement.

Daniel Bernzweig is a CFA® charterholder with 25 years of industry experience. He is currently with Valley Financial Management, Inc. and has held prior roles at Bank Leumi USA and its affiliates. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform offering discretionary portfolio management and automated ETF model implementation. The firm uses client data to generate targeted portfolios that are automatically managed and rebalanced, requiring clients to maintain accounts with Valley National Bank.

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.

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, Series 65, and Series 66 licenses and has been with Buckram Securities since 2016. Outside of his advisory work, he operates E Filippone LLC, a personal training business. Buckram Securities Ltd. provides 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 agency roles.

David Nightingale is a financial advisor at Drum Hill Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Drum Hill Capital since 1998. Drum Hill Capital advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines top-down macro analysis with bottom-up fundamental research and uses a range of model asset-allocation strategies, incorporating equities, ETFs, mutual funds, and a specialized Focused European Equity model.

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.

James Whiting is a financial advisor at Krauss Whiting Capital Advisors LLC with 22 years of industry experience. He holds a Series 65 designation and has been a partner at Krauss Whiting CPAs LLP since 1988, where he is a licensed Certified Public Accountant providing public accounting services. He divides his time between the CPA firm and the investment advisory business in Stamford, Connecticut. Krauss Whiting Capital Advisors offers individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm combines fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence, with discretionary or non-discretionary account management.

Zachary Olson is a financial advisor at Drum Hill Capital, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Drum Hill Capital since 2012. Drum Hill Capital provides investment management, financial planning, and consulting services to individuals, families, IRAs, trusts, and charitable organizations. The firm combines macroeconomic analysis with fundamental research and offers diversified strategies, including the use of margin and options, as well as specialized equity models and alternative investment guidance.

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.

Carl Scholtz is a CFA® charterholder with 13 years of industry experience. He has worked at Scholtz & Company, LLC since 2012, including its predecessor firm starting in 2019. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts and employs a combination of fundamental research and technical analysis to guide its investment strategies, with an emphasis on capital preservation and income.

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.