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 with Abundant Wealth Management LLC in Stamford, CT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and held roles in healthcare staffing. In addition to his advisory duties, Azoff is also a licensed insurance agent authorized to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm’s investment approach is based on modern portfolio theory and long-term trading, with discretionary management tailored to client-specific guidelines and comprehensive financial plans included for portfolio management clients.

Thomas Childs is a financial advisor at DJG Financial Services, Inc. with one year of industry experience. He previously worked at Santander Bank, NA for eight years and MUFG for one year. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset allocation approach using stocks, mutual funds, ETFs, and fixed-income securities, and offers a performance-based fee option alongside a connection to an accounting practice.

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.

Adriano Almeida is a CFA® charterholder with nine years of industry experience. He has been with VII Capital Management LLC since 2014. VII Capital Management LLC manages equity portfolios for individual and corporate clients through separately managed accounts and as the investment manager of a pooled investment fund. The firm uses a bottom-up fundamental analysis approach focused on publicly traded common stocks and offers three equity-focused portfolio styles tailored to clients’ investment objectives and risk tolerance.

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.

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.

Thomas Hoffman is a CFA® charterholder with 13 years of industry experience. He has been with Netherby Advisors LLC since 2012. Outside of his advisory role, he serves as vice-chair of the board of managers and co-chair of the investment and financial management committee for the Fairmount Cemetery Association of Newark and Somerset Hills. Netherby Advisors LLC provides discretionary investment management and financial planning services to individuals, families, trusts, foundations, and qualified plans, as well as sub-advisory support to banks and other advisers. The firm employs a core-and-satellite investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering globally diversified portfolios through various investment vehicles and maintaining regular monitoring and rebalancing.

John Hill is a CFA® charterholder with three years of industry experience. He has worked at Quorus Inc. since 2022 and previously held roles at Tegus and The Vanguard Group. Quorus Inc. provides professional portfolio management primarily to registered investment advisors and wealth managers, offering services through bespoke Separately Managed Accounts and sub-advisory relationships. The firm uses technology-driven implementation and tax-overlay strategies, including model due diligence and automated tax-loss harvesting, to serve a range of clients from individuals to family offices.

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.