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. Gonzalez is also involved in business consulting for mid-size companies and participates as a non-equity partner in an investment banking firm focusing on mergers and acquisitions. Great Wealth Investments provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and tailored strategies including direct indexing, cryptocurrency exposure, and securities-backed lines of credit.

Andrew Frank is a financial advisor at Shelter Rock Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shelter Rock since 2012. Outside of his advisory role, Frank serves as a director for the National Employers Council, where he contributes to long-range strategy and marketing efforts. Shelter Rock Management, LLC is a fee-only registered investment adviser that provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs goal-based planning and fundamental analysis with relatively low turnover, offering discretionary and non-discretionary portfolio management across various strategies and retirement services.

Oleg Zviagin is a financial advisor at Elevate Planners with five years of industry experience. He holds a Series 65 license and has worked at several firms including CapFinancial Partners and Proxy Wealth Advisors. Outside of advising, he is a licensed insurance agent involved in insurance-related activities. Elevate Planners is an independent advisory firm serving individuals, small businesses, and corporate retirement clients. The firm offers comprehensive financial planning and portfolio management, combining active management with Modern Portfolio Theory principles, and provides pension consulting and retirement plan services under ERISA regulations.

Kuldeepak Acharya is a financial advisor at Anchín Wealth Management LLC in New York, NY, holding a Series 66 designation with 19 years of industry experience. He has worked at Anchín Wealth Management since 2015 and has been associated with related entities including AnchIn Capital LLC and the CPA firm Anchin, Block & Anchin since 1993. Outside of his advisory role, he is involved with Anchin, Block & Anchin LLP, a CPA firm operating in New York. Anchín Wealth Management serves high net worth individuals, providing advisory services primarily through referrals to third-party money managers. The firm focuses on evaluating and recommending select managers while facilitating communication between clients and those managers.

Todd Dudonis is a financial advisor with Private Client Asset Management, Inc., holding CFP® certification and Series 63 and 66 licenses. He has 28 years of industry experience, including prior roles at American Portfolios Financial Services Inc. and OSAIC. In addition to his advisory work, Dudonis provides tax preparation services on a part-time basis. Private Client Asset Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm’s investment strategy emphasizes tactical asset allocation that combines fundamental and quantitative analysis, focusing on long-term buy-and-hold positions supplemented by rebalancing and tactical overlays to align with client objectives.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kensington Capital Corp since 2018 prior to joining Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, businesses, and charitable organizations. The firm uses client financial information and risk profiles to tailor portfolios and employs both technical and fundamental analysis across various investment strategies.

Jonathan Bergman is a CFP® professional with one year of experience at Collaborative Capital Advisors LLC. He previously worked for 13 years at TAG Associates. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities, employing a combination of fundamental, modern portfolio theory, and quantitative analysis to construct tailored investment portfolios.

Joan Yasolsky is a financial advisor at Tuttle Financial Services, Ltd. with over 20 years at the firm and four years of industry experience. She holds the CFA® designation and Series 63 license. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm conducts global reviews of client holdings across various asset types and focuses on tax efficiency, diversification, and investment costs without managing client assets directly.

Kevin Cassidy is a financial advisor with Bayridge Financial Group, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Bayridge in 2022, he worked at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Outside of his advisory work, Cassidy is a partner in Gatsby Spirits LLC, a liquor company, and is involved with TEG Wellness, a wellness program for employers and employees. Bayridge Financial Group provides discretionary investment advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using ETFs, mutual funds, equities, and fixed income, with regular portfolio monitoring, rebalancing, and annual reviews.

Scott Werling is a financial advisor at Craft Wealth Management LLC in Garden City, NY, with 26 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of finance, he is a partner in Rollin In The Dough Wood Burning Pizza LLC, a mobile food service business. Craft Wealth Management provides portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analytical approaches and strategies, including options trading and short selling, and manages approximately $9.18 million in assets across about 58 client relationships.

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.

Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2018, he worked briefly at Eureka Capital Partners LLC and The Glenmede Trust Company, and has experience in technology consulting through an independent consulting business focused on software and technology for small-to-medium sized businesses. Domani Advisors provides discretionary investment management and consolidated reporting services primarily to individuals, high-net-worth clients, trusts, foundations, and small businesses, using a family-office style approach with a range of investment strategies including derivatives and option strategies.

Scott Krim is a financial advisor with Claris Advisors, LLC, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Kestra Advisory Services and Kestra Investment Services since 2016 and has been associated with Claris Advisors and Krim Advisors since 2012. Outside of advisory services, Krim is involved in the insurance business, including a role as president of Insurance Portal.AI. Claris Advisors, LLC provides consultative financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers written, modular financial plans focused on areas such as estate and asset protection, business succession, retirement planning, insurance, and employee benefits, operating under a planning-only, fixed-fee model without discretionary asset management.

Congzhu Yang is a financial associate at HHL Wealth Advisors Inc. in Flushing, NY, with two years of industry experience. He holds a Series 65 designation and also works as a financial associate at HHL Advisors Group, assisting with tax preparation. Prior to this, he studied at New York University and Zhejiang Gongshang University. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small business clients. The firm uses asset-allocation frameworks based on modern portfolio theory and fundamental analysis, combining passive and active investment vehicles tailored to client goals and risk tolerance.

Lukas De Witt is a Series 65-licensed financial advisor at Elevate Planners with five years of industry experience. He has worked at Proxy Wealth Advisors LLC since 2020 and is also involved in real estate sales through Mont Sky Real Estate. Elevate Planners is an SEC-registered independent advisory firm that offers comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm combines active management with Modern Portfolio Theory-based allocation and provides a wrap fee program, pension consulting, and retirement plan services under ERISA.

Kevin Mattison is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2005. He holds the Series 63 designation and is based in New York, NY. Mattison is a director of multiple affiliated entities, including Avior Capital Markets Proprietary Limited and Avior Capital Markets International Limited, among others. Avior Capital Markets US, LLC serves U.S. institutional clients by distributing foreign equity research and facilitating 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, supported by its integration with foreign affiliates.

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 licenses and has worked at firms including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business unrelated to finance. Brixton Capital Wealth Advisors, LLC serves individual, trust, and corporate clients, managing approximately $212.4 million across around 819 accounts. The firm employs a discretionary investment approach incorporating fundamental and technical analysis, modern portfolio theory, and options and derivatives strategies, while also utilizing third-party money managers and allowing client-imposed investment restrictions.

Mary Nader is a Series 66-registered financial advisor with Mary & Pip in New York, NY, bringing three years of industry experience. She previously worked at Deutsche Bank Securities and Deutsche Bank Trust Company Americas from 2020 to 2025. Outside of financial advising, she manages MHN Media LLC, a multimedia and personal services business focused on social media marketing and brand partnerships, and has modeling representation through Ford Models. Mary & Pip provides discretionary, ETF-based portfolio management through an online, app-based platform. The firm serves individual retail investors and families with algorithm-driven investment advice, emphasizing strategic asset allocation, long-term holdings, and periodic rebalancing.

Shane Siederman is a financial advisor at Bayridge Financial Group, Inc. with 30 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial and IFS Securities Inc. He is also an author. Bayridge Financial Group provides discretionary investment advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using ETFs, mutual funds, equities, and fixed income, with continuous monitoring and periodic rebalancing tailored to client goals and risk tolerance.

Theodore Goneos is a financial advisor with Chesapeake Asset Management LLC, holding Series 65 and Series 63 credentials. He has over two decades of industry experience, including a 23-year tenure at Endevon Capital, LLC. Outside of his advisory role, he serves as a trustee for The RETEP Trust and has held managing member positions in business consulting entities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and registered investment advisers. The firm employs fundamental analysis in its public-markets investment process and offers both discretionary portfolio management and non-discretionary advisory support for alternative investments.