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.

Robert Zsolt Kazinczy Vamos is a financial advisor at VII Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining VII Capital Management in 2022, he has operated an online photography sales business since 2017. He also worked with Centro Brasil no Clima / The Climate Reality Project from 2016 to 2017. VII Capital Management manages equity portfolios for individual and corporate clients using separately managed accounts and pooled investment funds. The firm employs a bottom-up fundamental analysis approach focused on publicly traded common stocks, offering three standardized equity portfolio styles tailored to clients’ investment objectives and risk tolerance.

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.

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.

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.

Gianfranco Rastelli is a financial advisor at B1 Financial with a Series 65 credential and one year of industry experience. Prior to joining B1 Financial, he has worked at Lorenzo Tax and held various roles at Sacred Heart University. Outside of financial advising, he has operated Riell's Homestyle since 2017. B1 Financial serves individual clients, including high-net-worth households, as well as corporate and employee benefit plan clients, offering financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm uses a diverse range of investment instruments and conducts regular portfolio reviews, managing accounts on a discretionary basis.

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.

Leslie Braun is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. since 2008. The firm provides discretionary portfolio management and retirement planning to individual and high-net-worth clients, combining fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities and cost-controlled index funds. Financial Advisor Network operates an integrated advisory and accounting model, with a small team managing approximately $135 million across about 158 clients.

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.

Chaya Sternbach is a financial advisor at Yields For You, LLC with a Series 65 credential. She has been with the firm since 2024 and has prior experience in healthcare, legal, and landscaping sectors. Yields For You, LLC provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as consulting to institutions and family offices. The firm combines modern portfolio theory with both passive and active strategies and employs artificial intelligence tools to support its research and client services.

James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Bruderman Brothers, LLC, Bruderman Asset Management, and Gary Goldberg & Co., LLC. He was previously involved in JMB Hospitality Group, an inactive non-investment business. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a customized wealth management process that integrates asset allocation with tax, estate, and retirement planning, employing a variety of investment strategies including concentrated equity, income, and alternative investments.

Dwarka Kalantry is a CFA® charterholder with 38 years of industry experience. He is a principal of Kalantry Advisors LLC and has previously worked at Sagepoint Financial, Inc., as well as operating as a self-employed CPA since 1976. He continues to maintain an active CPA practice through a partnership structure. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a combination of analytical approaches and coordinating with an external managed-account platform.

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. She previously worked at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing equities alongside mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm applies various analytical methods and employs strategies ranging from long- and short-term trading to margin and options transactions.

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.

Ronald Bartlett is the principal and sole advisor at Ronald A. Bartlett & Associates, Ltd., an independent firm based in Flushing, NY. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Bartlett has operated his advisory and insurance practice since 1992. In addition to his advisory work, he teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates, Ltd. primarily serves individual clients, trusts, estates, and certain pension or profit-sharing plans. The firm provides discretionary asset management, financial consulting, and in-house tax preparation and insurance services, focusing on retirement planning through a fundamental research approach and an asset-allocation framework emphasizing long-term holdings.

Antonio Gonzalez is a financial advisor at Great Wealth Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great Wealth Investments since 2022. Prior to that, he spent nine years at Apex Clearing Corporation and is involved in business consulting through Great Wealth Consultants LLC. Additionally, he is a non-equity partner in an investment banking firm specializing in mergers and acquisitions sourcing. Great Wealth Investments provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $15.6 million across 51 client relationships, offering discretionary portfolio management and advice on specialized areas including direct indexing and cryptocurrency exposures.

Madeline Noveck is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Preservation Partners, Inc. She previously worked at Mercer Global Advisors Inc. for nine years and at Novos Planning Associates Inc. for 32 years. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans with tailored financial planning and portfolio management. The firm combines fundamental and technical analysis in security selection and emphasizes ongoing monitoring and specialized planning services such as philanthropy and concentrated equity strategies.

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.