Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sun Life and RCN Capital. His background also includes positions at The University of Connecticut and various other roles prior to entering the financial sector. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, long-term portfolios using mutual funds, ETFs, and individual securities, and offers additional services such as 401(k) plan management and participant education.

Marino Patrk is a financial advisor at Hudson Value Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for seven years before joining Hudson Value Partners in 2023. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and may recommend unaffiliated independent managers or private funds, while employing AI tools with human oversight in its investment process.

Anthony Rosa is an investment advisory representative at R & R Financial Planners, Inc. with 16 years of industry experience. He has been with R & R Financial Planners since 2009 and also operates Tony Rosa Landscaping, a business he has managed since 1978. He holds the Series 63 and Series 66 designations. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a combination of model and customized strategies, including options and derivatives, supported by its affiliation with an in-house broker-dealer.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Joseph Favorito is a financial advisor at Landmark Wealth Management, LLC with over 11 years at the firm and a total of 21 years in the industry. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Landmark, he worked with Fidelity Brokerage Services, LLC. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and 401(k) plan management. The firm builds customized long-term portfolios using mutual funds, ETFs, and individual securities, incorporating fundamental analysis and client communication as key components of its investment approach.

Robert Zerah is a CFP® and PFS™ credentialed advisor with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and maintains a longstanding role with Zerah & Company CPAs PC, where he co-owns and provides tax preparation and accounting services. His prior experience includes positions at Commonwealth Financial Network, Principal Securities INC, and his own firm, RZB Wealth Management, LLC, which he co-owns. Imperity Wealth Alliance LLC offers financial planning and discretionary portfolio management for individuals, retirement plans, charitable organizations, and businesses. The firm utilizes an open-architecture investment approach, combining in-house and third-party strategies, and provides a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Gino Carollo is a financial advisor at Opal Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Citibank Global Markets. Carollo is also licensed as a fixed insurance agent. Opal Wealth Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios, quantitative and qualitative screening, and accesses independent managers through UMA platforms.

Joseph Capezza is a financial advisor at Cove Private Wealth, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Deutsche Bank, Merrill Lynch, and Banc of America Investments. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, sector, and qualitative analysis, and uses a variety of instruments including derivatives and option-writing strategies within separately managed accounts.

Andrea Turley is a financial advisor with Tortoise Investment Management, LLC, holding four years of industry experience. She has been with Tortoise since 2013. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

David Bruckman is a financial advisor at Navis Wealth Advisors LLC with 24 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Quincy Wells Capital, Great Point Capital, M Holdings Securities, and Apexium Financial. In addition to his advisory role, he serves as counsel at BellaviaBlatt, PC, assisting clients with estate planning, wills, and trusts. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, complemented by affiliated accounting, tax, and insurance services.

Charles Whitman is a financial advisor at Legacy Edge Advisors with Series 63 and Series 65 licenses. He has experience working at PNC Private Bank and TIAA, and joined Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a wrap-fee program tailored to client goals. The firm employs a diverse investment approach combining fundamental, quantitative, and technical analysis and manages approximately $896 million with 14 advisors.

Li Gettleman is a CFP® professional at Frisch Financial Group, Inc. with one year of industry experience. Prior to joining Frisch Financial Group, Li worked at Bayside Tax and Wealth and Facet Wealth. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing diversified portfolios and a range of investment strategies supported by third-party research and ongoing monitoring.

Patrick Moran is a financial advisor at Platform Technology Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Private Wealth Management, Pickwick Capital Partners, and Mizuho Securities USA. Outside his advisory role, Moran is the managing partner and president of Dogwood Lane Capital, where he serves as a consultant and advisor. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive focus on private fund advisory and the use of pooled investment vehicles.

Jake Gordon is a Series 65-credentialed advisor at Bespoke Investment Group, LLC with five years of industry experience. He has been with Bespoke Investment Group since 2018. Bespoke Investment Group provides discretionary portfolio management primarily to individual and high-net-worth clients, combining traditional asset-based management with paid subscription services offering market research and commentary. The firm employs a diversified investment approach that includes equities, ETFs, ETNs, and fixed income, using various analytical methods across both long- and short-term trading.

James Taliaferro is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He has been with Clear Harbor since 2022 and also has previous experience at Security Asset Management. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a multi-asset class approach combining fundamental analysis with macro and cyclical views, managing over $2 billion in assets.

Justin Walters is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and four years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, managing accounts on a discretionary basis with regular monitoring and documented fiduciary oversight.

Richard Sajkoski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding a Series 63 designation and 32 years of industry experience. He has worked at United Asset Strategies since 2011 and previously at OSAIC. Sajkoski is also involved as an insurance agent and registered representative with other financial services firms. United Asset Strategies serves individuals, high-net-worth clients, and employer-sponsored retirement plans through a team-based advisory model managing approximately $2.22 billion in client assets. The firm offers discretionary investment management and financial planning with a focus on diversified, tailored portfolios and active risk management strategies.

Mayuko Hamazaki is a financial advisor at GT Investment Management, LLC, holding Series 63 and Series 65 licenses with six years of industry experience. She has previously worked at SMBC Nikko Securities America, Inc. and Sumitomo Mitsui Banking Corporation. Outside of her advisory role, Hamazaki serves as a board director for the nonprofit organization Hands for Prosperity. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers tailored portfolio management and consulting services, utilizing a range of investment strategies and instruments to align with client objectives and risk tolerance.

Ronald Dorushkin is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wilmington Capital Securities since 2007 and Wilmington Capital Securities, LLC since 2010. Outside of his advisory role, he serves on the board of directors for The Meridian condominium in Boca Raton, FL. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy aimed at reducing risk and enhancing performance, using a variety of securities and analysis methods.

Benjamin Armellini is a financial advisor at Main Street Research LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Main Street Research since 2015, joining the affiliated firm Main Street Research LLC in 2017. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily using individual securities, with selective use of ETFs and ESG factor scoring for clients interested in sustainable investing.