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.

Benjamin Thomas is a financial advisor at 4Sight Advisors LLC with two years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior work includes roles at AscendLearning LLC, Harrington ED, MML Investors Services Inc, and Mass Mutual. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a variety of analytical approaches and incorporates non-traditional and pooled investment vehicles, managing client assets in-house with custodial arrangements at Interactive Brokers LLC and Charles Schwab Advisor Services.

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.

Gamal Walker is a financial advisor at 4Sight Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HSBC Bank. Outside of advising, he is a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations. The firm employs a range of analytical methods and includes non-traditional investment vehicles such as real estate funds and venture capital funds in its portfolios.

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, 65, and 66 designations and has been with Buckram Securities since 2016. Outside of his advisory role, he operates E Filippone LLC, providing personal training lessons. Buckram Securities Ltd offers 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 services.

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.

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.

Jacob Oleshansky is a Series 65-licensed financial advisor with eight years at Radix Organization, Inc. and five years of industry experience. Prior to joining Radix, he held roles at Nur Restaurant and Breads Bakery. Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and consulting primarily to high-net-worth individual investors. The firm uses a combination of fundamental, technical, charting, and cyclical analysis alongside both long- and short-term trading strategies to tailor and actively manage portfolios.

John Mcguire is a CFP® professional at MSM Financial Strategies with four years of industry experience. He has been with MSM Financial Strategies since 1997, a firm based in Bronxville, NY. MSM Financial Strategies is a partner-owned investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds alongside a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

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.

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.

Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

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.

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.

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.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

Laurie Girsky is a CFP® with 13 years of industry experience, currently serving at G-Squared Advisory LLC since 2009. She holds the Series 63, Series 65, and Series 66 designations and operates from Mamaroneck, NY. G-Squared Advisory provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental buy-and-hold investment strategies. The firm does not manage client assets directly and offers advice on areas including cash flow, debt management, retirement planning, and asset allocation on an hourly or flat-fee basis.