John Roscoe is a CFA® charterholder with three years of industry experience. He is currently an advisor at Osprey Private Wealth LLC, where he has worked since 2025. His prior experience includes roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth and multi-generational families. The firm offers individually managed portfolios incorporating fundamental and technical analysis, combines planning with investment services, and often accepts fiduciary roles for client trusts and private foundations.

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.

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.

Peter Vlachos is a financial advisor at Adalta Capital Management LLC with seven years of industry experience. He has been with Adalta Capital Management since 2016. Adalta Capital Management provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts and estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies and incorporating third-party manager allocation after due diligence.

Harry Armon is a financial advisor with ARCAP Partners LLC in Plainview, NY, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His work history includes roles at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. Outside of advising, he manages a business that operates automobile rentals in the South Florida market. 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 using a mix of ETFs, mutual funds, and alternative investments, and manages approximately $40.5 million across around 34 accounts.

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.

Bahman Mossavarrahmani is a financial advisor at UAS Asset Management in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with United American Securities, Inc. since 1987. UAS Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs fundamental security analysis with a focus on concentrated equity positions for long-term value, and also manages a private pooled investment vehicle that pursues a more speculative strategy involving derivatives, short selling, and margin.

Ayelet Kindler is a CFP® professional with 26 years of experience in the financial industry. She is currently with Valley Financial Management, Inc. and has previously worked at Leumi Investment Services Inc. and Bank Leumi USA. She holds Series 63 and Series 65 licenses. Valley Financial Management operates as Valley Digital Investor, serving individual and high-net-worth clients through an online platform that delivers discretionary portfolio management and automated ETF model implementation. The firm’s portfolios are based on client information and are managed with periodic rebalancing, offering solutions from conservative income to aggressive growth.

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.

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.

Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of its parent company, Autonomous Technologies Group Inc. He holds Series 63 and Series 65 licenses and has professional experience primarily in financial leadership roles since 2025. Prior to his current positions, he held several roles in the hospitality and entertainment industries. He is also a co-owner of a wine bar in Grand Rapids, Michigan, and a holding company involved in venture capital investments. Autonomous Wealth Management LLC provides discretionary investment management to a select group of individual retail investors through an AI-driven digital platform. The firm utilizes proprietary systems to construct portfolios from ETFs and direct-indexed equities, operating with an invitation-only client base and integrating portfolio management with custodial services through 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.

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.

Christopher Dicostanzo is a financial advisor at Penbrook Management LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience in healthcare consulting and software management. Outside of advisory work, he is involved in consulting on patient engagement services through Dico Management, LLC, and manages golf league software via YGS Golf, LLC. Penbrook Management LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management and financial planning. The firm emphasizes fundamental and qualitative analysis, building portfolios concentrated in individual equities aimed at capital appreciation, supplemented by bonds and other instruments.

Barbara Chacour is a CFA® charterholder with 59 years of industry experience. She is a portfolio manager at Penbrook Management LLC and has been with the firm since 2010. She also works with Beech Hill Securities, Inc. since 2013. Penbrook Management LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides discretionary portfolio management and financial planning, focusing on fundamental and qualitative analysis to build portfolios concentrated in individual equities, supplemented by bonds and other instruments, with strategies tailored to client objectives.

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 at Brixton Capital Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. Perrone co-owns Good News Investors LLC, a non-investment-related business, and is a co-owner of Miles Parker Associates, LLC, a financial services recruiting firm. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate clients, managing approximately $212 million across around 819 accounts. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental and charting analysis, modern portfolio theory, and derivatives strategies.

Simon Bennaim is a financial advisor at Zorea Capital LP with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kize Capital LP and Axa XL. Bennaim also provides consulting services to other unaffiliated investment managers. Zorea Capital LP manages approximately $50 million for individual and family clients, offering discretionary and non-discretionary portfolio management focused on a concentrated, research-driven, long-term, value-oriented investment strategy. The firm utilizes individual equities, bonds, and ETFs, with risk management strategies that may include leverage, derivatives, and limited short positions or options for downside protection.