Thomas Menacho is a financial advisor at Kineo Capital LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Securities (USA) Inc. from 2016 to 2021 before joining Kineo Capital in 2021. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, delivering customized services through separately managed accounts and sub-advisory agreements. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, integrating artificial intelligence and machine learning tools while maintaining human oversight, and operates across multiple specialized strategies involving derivatives and active risk management.

Ronald Bartlett is the principal of Ronald A. Bartlett & Associates, Ltd. in Flushing, NY, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 1992. Outside of his advisory work, he teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates provides retirement-focused investment advisory and financial consulting services to individuals, trusts, estates, and unions. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing mutual funds, ETFs, equities, and fixed-income securities with a long-term holding approach, and offers ongoing portfolio supervision alongside standalone consulting 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.

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.

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.

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.

Matthew Ranieri is a financial advisor at IHS Wealth Management LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Mount Sinai Health System and Northwell Health. IHS Wealth Management LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analyses alongside modern portfolio theory to construct portfolios, with monthly account reviews and a range of investment strategies including mutual funds, ETFs, and alternative offerings.

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.

Chagit Raskin is a financial advisor at Valley Financial Management, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Leumi Investment Services Inc for seven years before joining Valley Financial Management and its affiliated firms in 2022. Valley Financial Management operates the Valley Digital Investor platform, offering discretionary portfolio management and automated ETF model portfolios to individual and high-net-worth clients through an online interface. The firm requires clients to maintain accounts with Valley National Bank and implements one of six target portfolios based on client profiles, with periodic rebalancing and limited client trading ability.

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.

Frank Berrios is a financial advisor at Drum Hill Capital, LLC with Series 65 registration and one year of industry experience. He previously worked at Bank of America for one year and was a full-time student for nine years. Drum Hill Capital primarily advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines macro analysis with fundamental research to implement diversified model asset-allocation strategies and is notable for its use of margin and derivatives in separately managed accounts.

Eric Filippone is a financial advisor at Buckram Securities Ltd with 10 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Buckram Securities since 2016. Outside of his advisory role, he operates E Filippone LLC, providing personal training lessons. Buckram Securities Ltd offers 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 services.