Mark Brody is a financial advisor with Financial Planning Analysts, LLC in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Financial Planning Analysts, LLC since 2002 and has been involved with Planned Financial Programs, Inc. since 1990. Outside of his advisory role, Brody serves as a director at Unity Bancorp and acts as an arbitrator for FINRA. Financial Planning Analysts, LLC provides investment supervisory services, discretionary portfolio management, and personal financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment process emphasizes fundamental analysis with a focus on large-cap equities, employing strategies including long and short-term purchases, margin, and limited option writing.

Laurence Bloom is a Series 65-licensed advisor with BloomSchon CPAs LLC in Jericho, NY, where he has worked since 2011. He has two years of industry experience and is also a member manager of BloomSchon CPAs LLC, a certified public accounting firm. BloomSchon CPAs LLC provides accounting, tax, and advisory services primarily to small- and middle-market companies, professional practices, investment partnerships, and entrepreneurs. The firm partners with external investment advisers to assist clients with asset allocation and annual account monitoring, combining accounting and tax advisory services with coordination of outside investment managers.

Andrew Bogart is the sole advisor at Bogart Advisory Group LLC, an independent registered investment adviser. He holds a Series 65 designation and has experience in healthcare-related roles at Northwell Health and Ally Anesthesia. Bogart Advisory Group LLC provides portfolio management and integrated financial planning primarily for high-net-worth individuals. The firm employs fundamental analysis and modern portfolio theory with a long-term investment horizon, offering discretionary portfolio implementation alongside financial planning.

Richard Faux III is the sole advisor at Trieste Capital LLC in Brookville, NY, where he has been working since 2010. He holds the CFA® designation and has nine years of industry experience. Trieste Capital provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and foundations. The firm employs a combination of bottom-up fundamental valuation and systematic, rules-based strategies, including the use of derivatives and explicit inclusion of digital assets in its offerings.

Emmanuel Tsantes is a CFA® charterholder and registered investment advisor with Aries Investment Advisors, LLC, where he has worked since 2010. He has six years of industry experience and holds Series 63 and Series 65 licenses. Tsantes contributes to Investopedia-hosted financial newsletters outside of his advisory role. Aries Investment Advisors serves individual and high-net-worth clients by providing portfolio management and financial consulting services. The firm’s investment approach integrates fundamental and technical analysis, employing various strategies such as long-term holdings, short-term trading, and options, with portfolios reviewed and rebalanced quarterly.

Nicholas Jones is the sole advisor at Altanes Investments, LLC, an independent firm based in Mill Neck, NY. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Jones has been with Altanes Investments since 2003. Altanes Investments provides discretionary portfolio management and continuous investment advice to individual clients, focusing on personalized investment policies based on goals, time horizon, risk tolerance, and tax considerations. The firm emphasizes fundamental analysis and a long-term purchase strategy, managing approximately $22.8 million across about 20 individual accounts.

Jordan Schrage is a financial advisor at LI Wealth Management Inc with one year of industry experience. He holds a Series 65 designation and is also a partner at F and S CPAs LLP, an accounting firm where he provides accounting and tax preparation services. His prior experience includes roles at Marciano Fillipone CPA PC and Mr Victor Tax Corporation. LI Wealth Management Inc is a fee-only advisory firm serving individuals and small businesses with financial planning, tax preparation, and portfolio management. The firm emphasizes asset allocation and passive investment strategies using low-cost mutual funds and ETFs, and integrates accounting services through its affiliation with an accounting practice.

Joseph Kalinowski is a CFA® charterholder and Series 63 licensed advisor with three years of industry experience. He is the sole advisor at Alpha Concepts LLC and also consults part-time for Ruterra Partners, a family office. He has been associated with Rutera Group since 2015. Alpha Concepts LLC provides discretionary asset management primarily to institutional and high-net-worth clients through pooled vehicles or mandates. The firm uses proprietary quantitative systematic models across accounts and employs strategies that may include derivatives and option-writing, with a compensation structure based on performance rather than assets under management.

Matthew Ricks is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the sole advisor at Haystack Financial Planning, an independent firm he has been with since 2020. His prior experience includes roles at Ameriprise Financial Services and Wells Fargo Clearing. Haystack Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and select corporate clients. The firm emphasizes pension and profit-sharing plan consulting, employing Modern Portfolio Theory and primarily passive investment management strategies tailored to client-specific needs.

Frank Delape is a financial advisor with Coordinated Planning Group, Inc. in Melville, NY, holding the ChFC® designation and Series 63 license. He has over 18 years of industry experience, including roles at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory services, he is also the proprietor of an insurance brokerage focused on life insurance sales. Coordinated Planning Group serves a select group of high-net-worth individuals and business entities, providing portfolio management, financial planning, and adviser selection services. The firm uses written investment policy statements and eMoney planning tools under a fiduciary standard, primarily managing assets on a non-discretionary basis and implementing strategies through third-party managers and affiliated broker-dealers.

Jay Ambroson is a financial advisor at Invictus Timing Service Ltd with 48 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. In addition to his advisory role, he is a partner in Gould, Ambroson & Associates, a tax and accounting firm in Westbury, NY, where he provides tax preparation and accounting services. Invictus Timing Service Ltd offers discretionary investment advisory and portfolio management primarily to individual and high-net-worth clients, utilizing a market-timing approach that integrates technical and fundamental analysis to adjust allocations frequently based on daily evaluations of market conditions.

David Schiller is the principal and sole advisor at Arcanum Capital Management LLC, holding a Series 65 designation with one year of industry experience. He also serves as president of DCS, PLLC, a management consulting and tax services firm. Arcanum Capital Management LLC provides discretionary and non-discretionary asset management and financial consulting services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and utilizes equity, option, and fixed-income strategies, conducting periodic account reviews.

Leslie Giordano is a ChFC® credentialed advisor with six years of industry experience. She is the sole advisor at Leslie Marie Giordano, an independent firm based in Garden City, NY. Leslie also serves as Director of Employee Benefits at Independent Group & Life Agency, Inc., a health and life insurance agency where she has been involved since 1992. Her firm provides discretionary investment supervisory services and financial planning to individuals, families, small businesses, and charitable organizations. It manages equity, fixed-income, and balanced portfolios using both fundamental and technical analysis, with a generally long-term holding horizon and periodic reviews.

Gigi Turbow Marx is the sole advisor at Old Field Advisors LLC, an independent firm where she has worked since 2005. She holds a Series 65 designation and has four years of industry experience. Old Field Advisors provides fee-only financial planning and wealth management services to individuals, families, trusts, estates, privately held businesses, and nonprofit organizations. The firm employs a core-and-satellite investment approach emphasizing passive index funds and ETFs, with active funds or individual holdings used selectively, and offers specialized services in charitable planning and sub-advising other registered investment advisors.

Richard Seeger is a CFP® with over 30 years of experience in the financial services industry, currently serving as the sole advisor at R. Seeger Wealth Management, Ltd. He has been with Fidelity Brokerage Services since 1994 and has led his independent advisory firm since 2010. In addition to his advisory work, he acts as a trustee for several family trust accounts, assisting with tax payments, property maintenance, and coordination with legal counsel. R. Seeger Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, businesses, trusts, retirement accounts, and charitable organizations. The firm emphasizes asset allocation using managed mutual funds, ETFs, bond funds, and individual bonds, tailoring equity exposure to client needs while avoiding frequent trading and market timing. It also sponsors a wrap fee program and conducts annual custody audits for accounts with trustee or executor involvement.

Michael Kramer is the sole advisor at Mott Capital Management LLC, an independent registered investment adviser based in Garden City, NY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having led Mott Capital Management since 2014. The firm provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, primarily focusing on U.S. equities and exchange-traded funds. Mott Capital follows a long-term thematic growth investment approach and supplements its advisory services with commercial publishing and model-licensing activities through third-party platforms.

Paul Sebetic is the sole advisor at Sebetic Advisors, LLC, an independent firm based in East Williston, NY. He holds a Series 65 designation and has four years of industry experience, including nine years at Citibank prior to founding his firm in 2019. Sebetic Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, and trusts and estates, focusing on retirement investors seeking income and distributions. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop income-oriented, risk-aligned portfolios, offering performance-based fee arrangements to qualified clients.

Johnathan Komich is a CFA® charterholder and registered financial advisor with seven years of industry experience. He is the principal of Komich Capital Advisors, an independent firm he founded in 2019, and previously worked at Eaton Vance Management. In addition to his advisory role, he is an insurance agent with Barson Associates, focusing on personal and commercial insurance lines. Komich Capital Advisors provides financial planning and investment management services to individuals, trusts, investment companies, pension plans, and business entities. The firm emphasizes comprehensive household-level planning and custom portfolio construction based on after-tax expected returns and historic volatility, using ETFs, individual debt securities, mutual funds, and third-party managed accounts.

Gregory Davidian is the sole advisor at LAMBENT Asset Management, LLC, based in Jericho, NY. He holds the CFA® designation and has over 10 years with LAMBENT, with a total of 5 years in the industry. LAMBENT Asset Management provides discretionary investment management for a small group of private and institutional clients. The firm employs a top-down, macro-focused investment approach across multiple asset types and uses derivative instruments along with long/short and 130/30 strategies.

Andrew O’Connor is a financial advisor with Upside Lab Advisors Inc. in Huntington, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Royal Alliance, Gateway Investments, and Scottrade. Outside of advisory work, he owns a compliance consulting firm and also works as a bartender for private events. Upside Lab Advisors Inc. provides advisory services primarily to individual clients, managing approximately $1.69 million across four accounts. The firm offers discretionary portfolio management and one-time financial planning, utilizing fundamental analysis, modern portfolio theory, and quantitative methods, with strategies that include options trading and investments in equities, ETFs, and insurance products.