Bruce Jensen is a financial advisor at Boyar Asset Management, Inc. with 36 years of industry experience. His prior roles include positions at Elevage Partners, Strategy Asset Managers, and Holly Street Wealth Advisors. He holds Series 63, Series 65, and Series 66 licenses. Boyar Asset Management provides discretionary and non-discretionary portfolio management for separately managed accounts and acts as adviser to private funds and a registered investment company. The firm serves individual, high-net-worth, and institutional clients with a fundamental, value-oriented investment approach characterized by concentrated positions and low portfolio turnover.

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.

Subhrajit Goon is a financial advisor at Aimcdonnaugh & Co. Inc. in Baldwin, NY, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Matlen Silver and Holly Street Securities. Outside of his advisory role, he is an IT Project Manager contractor for Matlen Silver, managing technology deliverables for banking clients. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, offering financial planning, consulting, and portfolio management. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, utilizing both fundamental and technical analysis.

Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.

Ryan Berman is a financial advisor at Chesapeake Asset Management LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Chesapeake since 2022. His prior experience includes roles at Cherry Lane Capital LLC and Morgan Stanley. Chesapeake Asset Management is an SEC-registered investment adviser serving individuals, families, retirement accounts, corporations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, and it acts as investment manager and general partner for private pooled vehicles.

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.

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.

Ronald Bartlett is the principal of Ronald A. Bartlett & Associates, Ltd. in Flushing, NY, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 1992. Outside of his advisory work, he teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates provides retirement-focused investment advisory and financial consulting services to individuals, trusts, estates, and unions. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing mutual funds, ETFs, equities, and fixed-income securities with a long-term holding approach, and offers ongoing portfolio supervision alongside standalone consulting services.

Sherli Looi is a Series 65-licensed financial advisor at Garrison Bradford & Associates Inc with four years of industry experience. She has been with the firm since 2012. Garrison Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships. The firm focuses on long-term, fundamentally driven growth investing and tailors accounts to client objectives while managing risk through diversification.

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 previously worked at Apex Clearing Corporation. Outside of his advisory role, he is involved as a non-equity partner in an investment banking firm focusing on mergers and acquisitions and manages a business consulting firm that develops strategy for mid-size businesses. Great Wealth Investments provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs equity and ETF-based strategies with occasional use of cryptocurrencies, direct indexing, and Securities-Backed Lines of Credit, emphasizing customized asset allocations and a blend of fundamental and technical investment approaches.

Andrew Frank is a financial advisor at Shelter Rock Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shelter Rock since 2012. Outside of his advisory role, Frank serves as a director for the National Employers Council, where he contributes to long-range strategy and marketing efforts. Shelter Rock Management, LLC is a fee-only registered investment adviser that provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs goal-based planning and fundamental analysis with relatively low turnover, offering discretionary and non-discretionary portfolio management across various strategies and retirement services.

Oleg Zviagin is a financial advisor at Elevate Planners with five years of industry experience. He holds a Series 65 license and has worked at several firms including CapFinancial Partners and Proxy Wealth Advisors. Outside of advising, he is a licensed insurance agent involved in insurance-related activities. Elevate Planners is an independent advisory firm serving individuals, small businesses, and corporate retirement clients. The firm offers comprehensive financial planning and portfolio management, combining active management with Modern Portfolio Theory principles, and provides pension consulting and retirement plan services under ERISA regulations.

Todd Dudonis is a financial advisor with Private Client Asset Management, Inc., holding CFP® certification and Series 63 and 66 licenses. He has 28 years of industry experience, including prior roles at American Portfolios Financial Services Inc. and OSAIC. In addition to his advisory work, Dudonis provides tax preparation services on a part-time basis. Private Client Asset Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm’s investment strategy emphasizes tactical asset allocation that combines fundamental and quantitative analysis, focusing on long-term buy-and-hold positions supplemented by rebalancing and tactical overlays to align with client objectives.

Kevin Cassidy is a financial advisor with Bayridge Financial Group, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Bayridge in 2022, he worked at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Outside of his advisory work, Cassidy is a partner in Gatsby Spirits LLC, a liquor company, and is involved with TEG Wellness, a wellness program for employers and employees. Bayridge Financial Group provides discretionary investment advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using ETFs, mutual funds, equities, and fixed income, with regular portfolio monitoring, rebalancing, and annual reviews.

Scott Werling is a financial advisor at Craft Wealth Management LLC in Garden City, NY, with 26 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of finance, he is a partner in Rollin In The Dough Wood Burning Pizza LLC, a mobile food service business. Craft Wealth Management provides portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analytical approaches and strategies, including options trading and short selling, and manages approximately $9.18 million in assets across about 58 client relationships.

Jason Gilbert is a financial advisor at RGA Investment Advisors, LLC with 12 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with RGA Investment Advisors since 2009. RGA Investment Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a primarily long-term investment process that uses fundamental, technical, and cyclical analysis to construct portfolios including equities, mutual funds, ETFs, bonds, and private placements, while managing both separate accounts and private pooled funds.

Congzhu Yang is a financial associate at HHL Wealth Advisors Inc. in Flushing, NY, with two years of industry experience. He holds a Series 65 designation and also works as a financial associate at HHL Advisors Group, assisting with tax preparation. Prior to this, he studied at New York University and Zhejiang Gongshang University. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small business clients. The firm uses asset-allocation frameworks based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.

Lukas De Witt is a Series 65-licensed financial advisor at Elevate Planners with five years of industry experience. He has worked at Proxy Wealth Advisors LLC since 2020 and is also involved in real estate sales through Mont Sky Real Estate. Elevate Planners is an SEC-registered independent advisory firm that offers comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm combines active management with Modern Portfolio Theory-based allocation and provides a wrap fee program, pension consulting, and retirement plan services under ERISA.

Albert Pette is a financial advisor at Brixton Capital Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business unrelated to finance. Brixton Capital Wealth Advisors, LLC serves individual, trust, and corporate clients, managing approximately $212.4 million across around 819 accounts. The firm employs a discretionary investment approach incorporating fundamental and technical analysis, modern portfolio theory, and options and derivatives strategies, while also utilizing third-party money managers and allowing client-imposed investment restrictions.

Shane Siederman is a financial advisor at Bayridge Financial Group, Inc. with 30 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial and IFS Securities Inc. He is also an author. Bayridge Financial Group provides discretionary investment advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using ETFs, mutual funds, equities, and fixed income, with continuous monitoring and periodic rebalancing tailored to client goals and risk tolerance.