Robert Zsolt Kazinczy Vamos is a financial advisor with VII Capital Management LLC, holding a Series 65 designation and four years of industry experience. He has worked at VII Capital Management since 2022 and operates an online photography sales business. VII Capital Management provides discretionary equity portfolio management for individuals, trusts, estates, and taxable business entities, specializing in a bottom-up fundamental research approach focused on publicly traded common stocks. The firm offers multiple portfolio strategies, including performance-based fee options, and manages both separately managed accounts and pooled investment vehicles.

Brian Abbondandolo is a CFP® with 11 years of experience in financial advising. He is the principal of Abbondandolo Wealth Management Corp, where he has worked since 2015, and is also associated with Abbondandolo & Company CPA's LLP since 2010. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm employs a strategic asset-allocation approach focused on diversification and disciplined rebalancing, managing client portfolios exclusively through the SEI investment platform.

Sarah Schroeder is a Series 65 licensed financial advisor at Coinbase Advisors with six years of prior experience at AQR Capital Management and roles at One River Digital and Coinbase Asset Management. She has been with Coinbase Advisors since 2026. Coinbase Advisors offers automated, internet-based investment recommendations to clients with active Coinbase trading accounts, providing model-driven advice on equities, derivatives, and digital assets while leaving trade execution decisions to clients. The firm uses proprietary Large Language Models with human oversight and conducts periodic reviews of recommendations.

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.

Pedro De Oliveira Fiuza is a CFA® charterholder based in Bronxville, NY, currently serving as the sole advisor at Ndure Global LLC. He has over nine years of industry experience, including prior work at Vinci Partners USA from 2014 to 2023. Ndure Global LLC provides investment advisory services to high-net-worth clients and institutions with at least $20 million in investable assets. The firm employs a top-down investment approach combined with bottoms-up analysis, focusing on liquidity, risk measurement, and cost efficiency across discretionary and non-discretionary mandates.

Ryan Berman is a financial advisor with Chesapeake Asset Management LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cherry Lane Capital LLC and Morgan Stanley, where he worked in private banking and advisory capacities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm’s approach includes fundamental analysis-driven public markets investing and non-discretionary advisory support for alternative investments, with a unique structure involving direct investment management and performance-based compensation arrangements.

Brandt Sakakeeny is a financial advisor at Rockingstone Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rockingstone Advisors since 2009. Outside of his advisory role, he serves on the Board of Visitors at Wake Forest College and is a board member and treasurer of the executive committee at Bonnie Briar Country Club. Rockingstone Advisors provides discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the use of equities, fixed income, alternatives, and digital assets, distinguishing itself with advertised historical performance and a formal digital-asset custody program.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

Cody Laidlaw is a financial advisor at DBA Seaside Financial & Insurance Services with a Series 65 designation and four years of industry experience. He has worked at Seaside Advisory Services, Inc. since 2021 and has been involved with Belpointe since 2013. Outside of advisory work, Laidlaw serves as Head of Investor Relations for Belpointe Real Estate Development, a private equity firm specializing in real estate development. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, and pension consulting, using a combination of fundamental, technical, cyclical, and quantitative analysis to inform its long-term and occasional short-term investment strategies.

Joseph Dowling is a financial advisor with The Dowling Group Wealth Management in Greenwich, CT, holding 36 years of industry experience. He has been with The Dowling Group since 2010. Outside of his advisory role, he operates an independent insurance agency, holds a real estate broker license, and owns an income tax preparation firm. The Dowling Group Wealth Management provides portfolio management, financial planning, and third-party adviser selection services to individuals, pensions, and business entities. The firm emphasizes goal-based planning using fundamental and technical analysis, primarily pursuing long-term investment strategies tailored to client objectives.

James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gary Goldberg & Co., LLC and various Bruderman-affiliated entities. He was also involved with JMB Hospitality Group, which is currently inactive. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a holistic, customized wealth management approach that integrates asset allocation with clients’ cash-flow needs, tax and estate planning, and long-term objectives.

Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients. The firm employs a diverse investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory, and includes higher-risk strategies such as margin and options trading, private placements, and venture capital.

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.

Peter Koutromanos is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2020. He has been involved with Avior Capital Markets since 2005 and holds director roles in several affiliated entities, including Avior Capital Markets Holdings Proprietary Limited and Groombridge Nominees Proprietary Limited. Avior Capital Markets US, LLC serves U.S. institutional clients by facilitating the distribution of foreign equity research and execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, maintaining close operational integration with its foreign affiliates.

Tyler Arons is the principal of Arons Wealth Management LLC in Montgomery, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Prior to founding his firm, he worked in education research and accounting, including a role at Craig M. Arons CPA PFS PC. Arons Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of investment methods within a long-term trading approach and offers standalone hourly financial planning engagements.

Ronald Bartlett is the principal of Ronald A. Bartlett & Associates, Ltd. with over 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 1992. Outside of his advisory work, he also teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates provides investment advisory and retirement-planning services primarily to individual clients, trusts, and estates. The firm focuses on fundamental analysis and strategic asset allocation with a preference for longer-term holdings, offering tailored recommendations and a combination of advisory, insurance, and tax-related 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.

Madeline Noveck is a CFP® professional with nine years of industry experience. She is currently with Capital Preservation Partners, Inc. and previously worked at Mercer Global Advisors Inc. and Novos Planning Associates Inc. totaling 39 years of experience across these firms. Capital Preservation Partners provides investment advisory and financial planning services to individuals, corporations, trusts, pensions, and profit-sharing plans, managing approximately $222 million in client assets. The firm offers tailored portfolios across various asset classes and employs both fundamental and technical analysis with ongoing portfolio reviews, serving both high-net-worth and non-HNW clients.

Laraine Villapiano is a financial advisor at One Oak Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has been with One Oak Capital Management since 2021, following a 32-year tenure at Concord Investment Management. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy sleeves.