Eric Filippone is a financial advisor at Buckram Securities Ltd with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Buckram Securities since 2016. Outside of his advisory work, he operates E Filippone LLC, a personal training business. Buckram Securities Ltd. provides 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 agency roles.

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.

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 credentials and has worked at several firms, including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business. Brixton Capital Wealth Advisors, LLC serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for about 819 clients. The firm provides discretionary portfolio management, financial planning, and consulting, and employs a diverse investment approach that includes fundamental and charting analysis, modern portfolio theory, and the use of derivatives and options strategies.

James Whiting is a financial advisor at Krauss Whiting Capital Advisors LLC with 22 years of industry experience. He holds a Series 65 designation and has been a partner at Krauss Whiting CPAs LLP since 1988, where he is a licensed Certified Public Accountant providing public accounting services. He divides his time between the CPA firm and the investment advisory business in Stamford, Connecticut. Krauss Whiting Capital Advisors offers individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm combines fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence, with discretionary or non-discretionary account management.

Andrew Cabrera is a financial advisor with Matrix Private Wealth Management Inc. He holds a Series 65 designation and has two years of industry experience. Cabrera has been with Matrix Private Wealth Management and Colonial Life for ten years each. In addition to advising, he is a licensed insurance agent involved in life and health insurance sales in New York and New Jersey. Matrix Private Wealth Management serves individual clients, high net worth individuals, charitable organizations, and businesses. The firm offers portfolio management, third-party money manager selection, and retirement plan referrals, primarily using model portfolios and outside managers with investment approaches grounded in modern portfolio theory and various analytical methods.

Carl Scholtz is a CFA® charterholder with 13 years of industry experience. He has worked at Scholtz & Company, LLC since 2012, including its predecessor firm starting in 2019. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts and employs a combination of fundamental research and technical analysis to guide its investment strategies, with an emphasis on capital preservation and income.

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.

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.

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.

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 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.

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.

John Bailey is a financial advisor at LumenAI with five years of industry experience. He holds a Series 65 designation and has worked at VMG 2021 LLC since 2021 and Lumenai Investments LLC since 2020, alongside managing Spruce Management LLC since 2001. LumenAI provides investment management services to hedge funds, high-net-worth investors, investment advisors, fiduciaries, and institutions, utilizing a predominantly quantitative and AI-driven investment process. The firm manages tailored separate account portfolios and pooled vehicles, employing individual stocks, ETFs, mutual funds, and with client approval, futures, options, FX, or digital currencies.