Harry Armon is the president of ARCAP Partners LLC with 15 years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. In addition to his advisory role, Armon is managing partner of EMDOT LLC, which focuses on real estate investments and strategic consulting, and owns Purpose Driven Networks, a company operating daily automobile rentals in South Florida. ARCAP Partners LLC provides comprehensive and modular financial planning and discretionary investment management to individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach, primarily using exchange-traded funds alongside various other investment vehicles.

George Spritzer is a CFA® charterholder with 16 years at Southland Investments and 18 years of experience in the financial industry. He is based in Roslyn Heights, NY, and has worked at Bright Trading LLC since 2008. Outside of advisory work, he receives nominal compensation from a public blog. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology focused on passively managed index funds and ETFs, managing downside risk through a trailing sell-stop discipline and proprietary indexes.

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.

Michael Mongiello is a financial advisor at Old Bridge Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including EisnerAmper and United Advisors. In addition to his advisory role, he has been involved in mechanical contracting and tax preparation businesses. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm employs a variety of analysis methods and pursues both long- and short-term strategies, including the use of alternative investment vehicles.

Abel Oonnoonny is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 designations and having 27 years of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc. and Charles Schwab Bank. Outside of finance, he serves as a Young Associate Director for the Metropolitan Opera, where he is involved in efforts to attract a younger audience. Eagle’s Crest Advisors provides personalized wealth management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm’s investment approach emphasizes individualized asset allocation and fundamental analysis, utilizing mutual funds, index funds, ETFs, stocks, and bonds.

John Kelly is a Series 63 licensed financial advisor at Radix Organization, Inc. in New York, NY, with 5 years of industry experience. He has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across both long- and short-term trading strategies, managing about $200 million for roughly 90 clients.

Linda Mccurdy is a financial advisor with Radix Organization, Inc., holding a Series 63 designation and five years of industry experience. She has been with Radix Organization since 2014. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting services primarily to high-net-worth individual investors. The firm employs a range of analytical approaches and trading strategies to tailor and manage equity-focused portfolios, overseeing approximately $200 million for around 90 clients.

Joseph Reddington is a financial advisor at Pelkonen and Associates LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of advising, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary investment management along with financial planning and consulting. The firm’s investment approach emphasizes long-term strategies using fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset classes as appropriate.

Thomas Wong is a financial advisor at BroadCore Investments LP with one year of industry experience and holds a Series 65 designation. He has been affiliated with Invesco, Inc. and Invesco Services, Inc. since 1998 and 1999, respectively. BroadCore Investments LP provides discretionary portfolio management through separately managed accounts for high-net-worth individuals, institutions, and qualified pension plans. The firm employs a proprietary quantitative market-timing model based on VIX and RVX measures to allocate assets among cash, ETFs, and leveraged ETFs, managing accounts on a discretionary basis with daily reviews.

Sara Glaz is a financial advisor with MWM Group LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and MWM Group since 2015. Glaz is the founder of the Women’s Estate Planning Group, a marketing initiative focused on serving women. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, overseeing approximately $431 million in discretionary assets. The firm primarily manages accounts on a discretionary basis using proprietary asset-allocation models and offers a wrap-fee program as its sole portfolio manager.

John Perrone is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Brixton Capital since 2017 and previously spent time at Northeast Securities, Inc. and Katalyst LLC. Perrone is a part-owner of Good News Investors LLC, a non-investment business. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing over $212 million for approximately 819 clients through a four-advisor team. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental and technical analysis, modern portfolio theory, and derivatives strategies as part of its investment approach.

Mahatir Sikder is a financial advisor at Matrix Private Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Matrix Private Wealth Management since 2015. Matrix Private Wealth Management serves individual clients, including high-net-worth individuals, charitable organizations, and businesses by providing discretionary and non-discretionary portfolio management, model portfolio placement, and referrals to third-party money managers. The firm advises primarily on mutual funds and ETFs, customizing allocations based on clients’ objectives and risk tolerance, and employs a range of investment methods including technical and fundamental analysis as well as Modern Portfolio Theory.

Connor Garry is a financial advisor with Stephen J. Garry & Associates, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stephen J. Garry & Associates since 2022. Prior to his advisory career, he held various roles including positions at the University of South Carolina and involvement in a Catholic youth basketball league. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, typically using low-cost mutual funds and ETFs alongside individual securities, with an investment process focused on fundamental analysis, customized asset allocation, and long-term portfolio monitoring.

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.

Yoon Chang is an advisor at Grant Wealth Advisors LLC with Series 63 and Series 65 licenses. He has seven years of experience at Ohana Management and prior roles at Commonwealth Bank of Australia and Bloomberg LP. Chang joined Grant Wealth Advisors in 2025. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytical methods and implements strategies ranging from long- and short-term trading to margin and options transactions.

Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.

Karim Harrell is a financial advisor at Aimcdonnaugh & Co. Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Harrell is involved in several business ventures, including real estate development and management, a frozen yogurt retail operation, a trucking company, and a federal government contracting firm. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, incorporating both fundamental and technical analysis, and offers both discretionary and non-discretionary management options.

Julian Schubach is a financial advisor at Nosuris, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Oberlander Dorfman, Inc. from 2012 to 2016. Schubach has been with Nosuris since 2017. Nosuris, Inc. is a small SEC-registered advisory firm serving individuals, including high-net-worth clients, and pension/profit-sharing plans across approximately 190 client relationships. The firm provides portfolio management, financial planning, third-party money manager selection, and pension consulting and participant education services, offering both discretionary and non-discretionary arrangements.

Kenneth Anna is a financial advisor with Steinberganna Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Steinberganna in 2025, he worked at OSAIC and American Portfolios. Outside of his advisory role, he serves as a volunteer EMT and officer with the Halesite Fire Department and is a board member of the Carleigh Mac Foundation. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans, offering discretionary portfolio management alongside retirement-plan education and estate and trust services. The firm manages approximately $496 million in client assets with a two-advisor team, utilizing fundamental research and third-party managers to tailor client portfolios.

Stephen Jahelka is a CFA® charterholder with three years of industry experience. He is a financial advisor at DSJ Wealth Management LLC and has prior experience at KPMG. He also co-founded Demasco Sena & Jahelka. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting services to individuals, trusts, corporations, and qualified employee benefit plans. The firm utilizes independent third-party investment managers and combines fundamental, technical, and cyclical analysis when providing direct advice, tailoring strategies to clients’ risk tolerance and liquidity needs.