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.

Thomas Efthimiou is a financial advisor at Meadowbrook Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meadowbrook Wealth Management since 2015. Outside of advisory services, he is involved in managing a family-owned commercial real estate business and operates a marine equipment sales and service company. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts. The firm manages approximately $86.2 million across about 121 client accounts, offering tailored investment strategies aligned with clients’ objectives, time horizons, and risk tolerances.

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.

Lauren Crossett is a financial advisor at Rebellion Research with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rebellion Research Advisors, LP since 2014 and MassMutual Financial Group since 2010. Rebellion Research Advisors, L.P. is a boutique firm managing approximately $16.5 million for about 75 clients, employing a systematic, machine-learning-based investment approach across discretionary portfolios and a hedge fund. The firm serves both high-net-worth and non-HNW individuals with strategies focused on U.S.-listed equities and multi-asset absolute return investments.

Harry Armon is a financial advisor at ARCAP Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. Outside of his advisory role, he is the managing partner of EMDOT LLC, which provides strategic consulting for business owners and engages in real estate investments, and he owns Purpose Driven Networks, a company operating daily automobile rentals in South Florida. ARCAP Partners LLC provides financial planning and discretionary investment management services to individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach and utilizes a range of investment vehicles, including ETFs, mutual funds, and alternative funds, with investment decisions made on a discretionary basis.

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 with Old Bridge Wealth, Inc. in Syosset, NY, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at firms such as SCF Securities, Inc., EisnerAmper, United Advisors, and American Portfolios Advisors, Inc. Outside of his advisory work, he has been involved in mechanical contracting and owns a tax preparation business. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, and business entities without an account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory, utilizing a wide range of investment vehicles and third-party managers in both long-term and active strategies.

Abel Oonnoonny is a financial advisor at Eagle's Crest Advisors, LLC with 27 years of industry experience. He previously worked at Charles Schwab and Oppenheimer & Co. Inc. He holds Series 63 and Series 66 licenses. Outside of finance, Abel serves as a Young Associate Director on the Metropolitan Opera’s Young Associates Steering Committee, where he helps engage younger audiences. Eagle’s Crest Advisors provides personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation-driven portfolios and serves both high-net-worth clients and plan sponsors with discretionary and non-discretionary investment management options.

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.

Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of Autonomous Technologies Group Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work experience includes roles in hospitality and entertainment companies. Additionally, he is a co-owner of a wine bar in Grand Rapids, Michigan, and a holding company for venture capital investments. Autonomous Wealth Management LLC provides discretionary investment management to a limited number of invited individual retail clients through a digital platform. The firm uses proprietary AI-driven systems to construct portfolios and executes transactions on a discretionary basis with brokerage accounts custodied at Apex Clearing Corporation.

Thomas Wong is a financial advisor at BroadCore Investments LP and holds a Series 65 designation with two years of industry experience. He has worked at Invesco, Inc. and Invesco Services, Inc. for over two decades in the New England division. BroadCore Investments LP provides discretionary portfolio management for high-net-worth individuals, institutions, and qualified pension plans, focusing on long-only, ETF-based strategies driven by a proprietary quantitative market-timing model using VIX and RVX measures. The firm manages a small client roster with a minimum account size of $500,000 and employs daily discretionary reviews and risk-control overlays.

Laurie Girsky is a financial advisor at G-Squared Advisory LLC in Mamaroneck, NY, with 13 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Laurie has worked at Merrill and has been with G-Squared Advisory since 2009. G-Squared Advisory provides fee-only financial planning and investment advisory services to individuals and families, focusing on cash flow, debt management, risk management, retirement and estate planning, and investment selection. The firm emphasizes long-term, fundamental buy-and-hold strategies and operates on an hourly or flat-fee basis without accepting discretionary authority or custody of client assets.

Alexander Fleiss is a Series 65-licensed financial advisor at Rebellion Research with 12 years of industry experience. He has been with Rebellion Research since 2005 and has served at Rebellion Research Advisors, LP since 2013. Outside of his advisory role, Fleiss is a manager of Rebellion Research Partners LP, a hedge fund. Rebellion Research Advisors, L.P. manages discretionary portfolios for approximately 75 clients, including both high-net-worth and non-HNW individuals, using a systematic, machine-learning-based investment process. The firm combines retail advisory services with hedge fund management, employing proprietary technology and risk-optimization techniques across its Global Equity and Absolute Return strategies.

John Perrone is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has been with Brixton Capital Wealth Advisors since 2017 and previously worked at Northeast Securities, Inc. and Katalyst LLC. Outside of his advisory role, he is a 34% owner of Good News Investors LLC and co-owner of the financial services recruiting firm Miles Parker Associates, LLC. Brixton Capital Wealth Advisors serves individuals, including high-net-worth clients, trusts, and corporate accounts, managing approximately $212.4 million across about 819 clients. The firm typically manages accounts on a discretionary basis, employing a mix of fundamental and technical analysis, modern portfolio theory, and derivative instruments 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.