Walter Wisniewski is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management since 2012. He previously worked at Paragon Capital Management Corp from 1993 to 2017. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm emphasizes globally diversified, balanced portfolios grounded in market efficiency and academic research, with a focus on small-company and value exposures using mutual funds and ETFs.

Emanuel De Freitas is a CFP® professional with four years of experience at Safe Harbor Asset Management, Inc. He has been involved with DeFreitas & Minsky, LLP since 1986. Safe Harbor Asset Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and employer retirement plans. The firm employs a quantitative, drawdown-focused investment approach called Engineered Risk Budgets (ERBs) and offers services such as retirement plan consulting, standalone financial planning, and 1031 exchange consulting.

Paresh Shah is a CFP® with 22 years of industry experience, currently serving as an advisor at Merkkuri Wealth Advisors LLC. His prior roles include positions at Kestra Financial, Lion Street Financial, and Guardian Life Insurance. Shah is a member of the Board of Directors for the New York South Asian Chamber of Commerce and serves as a trustee for the Dudhiya Talav Navsari organization in India. Merkkuri Wealth Advisors LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs discretionary portfolio management using model allocations and third-party sub-advisers, combining technical, fundamental, and cyclical analysis across a range of investment products.

Allison Vanaski is a CFP® with four years of industry experience, currently serving as an advisor at Arcadia Wealth Management. She has been with the firm since 2012 and holds a Series 63 license. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with an investment approach based on market efficiency and academic research, specializing in small-company and value factor tilts using Dimensional Fund Advisors and Schwab mutual funds.

Anthony Perrone is a Series 65 licensed advisor at Pelkonen and Associates LLC with three years of industry experience. Prior to joining Pelkonen and Associates, he held roles at E&R Laundry and Dry Cleaning, H.A.E Air, LLC, and Giunta's Meat Farms. Pelkonen and Associates serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses, providing discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach tailored to client goals and manages approximately $293 million for about 317 clients.

Tom Homestead is a financial advisor at Merkkuri Wealth Advisors LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Guardian Life and Kestra Financial, Inc. Homestead also provides services as an independent contractor for Pareshah Partners and offers recommendations on property and casualty insurance and Medicare supplement plans. Merkkuri Wealth Advisors LLC delivers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary portfolios, often employing sub-advisers, and offers a wrap-fee program that combines securities transaction costs into a single fee.

Daniel Hickey is a financial advisor at Shelter Rock Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Shelter Rock, he worked at Dl Real Estate Advisors, LLC and Houlihan Lawrence, where he has also been an independent licensed real estate salesperson since 2015. Shelter Rock Management, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $206 million in assets, offering discretionary and non-discretionary portfolio management across defined strategies and customized accounts, with a focus on goal-based planning and documented performance reporting.

Shamik Shah is a financial advisor at Merkkuri Wealth Advisors LLC with a Series 65 credential. He has experience working with Integrity Alliance and Merkkuri Wealth Advisors since 2022. Prior to his advisory roles, he held various positions including roles at Hunter College and The Coder School. Merkkuri Wealth Advisors LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm typically manages discretionary portfolios using diversified allocations and acts as a fiduciary while offering specialized retirement plan advisory services.

Alexander Steinberg is a financial advisor with Safe Harbor Asset Management, Inc., holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Kensington Company & Associates, Great Point Capital, LLC, and Axiom Capital Management, Inc. Outside of advising, he is the owner and managing broker of Proper Foundations, LLC, a real estate brokerage. Safe Harbor Asset Management provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a quantitative, drawdown-focused investment approach with diversified portfolios that combine passive ETFs, tactically risk-managed strategies, and specialized funds.

Robert Levine is a financial advisor at Clear Point Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Clear Point Advisors since 2010. Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses an asset-allocation framework with global diversification and incorporates fundamental, technical, and cyclical analysis along with third-party research to manage client portfolios.

Jason Nardis is a financial advisor at Old Bridge Wealth, Inc. with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of Old Bridge Capital Advisors, which focuses on accounting, reporting, and alternative investments for single and multi-family offices. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm uses multiple analysis methods and employs a range of strategies, including alternative investments and trading techniques, while managing accounts on a discretionary basis.

Kevin Schmutz is a financial advisor at Sheehan Financial Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has been with Sheehan Financial Advisors since 2017. In addition to his advisory role, Schmutz is a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where he provides accounting, auditing, and tax services. Sheehan Financial Advisors primarily serves individual clients, including high-net-worth individuals, retirement plans, trusts, and businesses. The firm offers comprehensive financial planning and insurance placement, focusing on goal assessment and model asset allocation while referring clients to third-party investment managers.

Daniel Larsen is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with NestEgg Advisors, Inc. and has held roles at American Portfolios Financial Services, Inc., CETERA Advisor Networks LLC, and LPL Financial, LLC. Larsen is also involved in insurance sales, dedicating part of his professional time to this activity. NestEgg Advisors, Inc. provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on client-specific portfolio construction using mutual funds, ETFs, and, when appropriate, individual securities, while offering financial education and acting as a fiduciary in client engagements.

Christine Backel is a CFP® professional with four years of experience currently advising at United Financial Planning Group LLC. She has held roles across financial services and related fields, including positions at Aurora Consulting Insights LTD, the New York State Department of Financial Services’ Criminal Investigations Unit, and a CPA firm. Outside of advisory work, she serves as president of Aurora Consulting Insights LTD, a consulting firm providing accounting and tax services. United Financial Planning Group serves individuals, high-net-worth clients, and small business owners with financial planning, portfolio management, and pension consulting. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client goals and risk tolerance, and coordinating with other professional advisors.

Andrew Cosgrove is a CFA® charterholder with 18 years of experience in financial advising. He has been with Bluestone Financial Advisors, LLC since 2007 and is also associated with Bluestone Life Insurance Company. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management through project-based or ongoing retainer arrangements, with a focus on long-term strategy and complex asset advisory.

Eric Dieckhoff is a financial advisor with ARCAP Partners LLC, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Equitable Advisors, and Securities Research, Inc. of Florida. He is also a licensed insurance agent, engaging in insurance product sales alongside his advisory work. ARCAP Partners LLC provides comprehensive and modular financial planning and discretionary investment management primarily for individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach utilizing ETFs, mutual funds, and alternative vehicles, managing about $40.5 million across roughly 34 client accounts with a two-person advisory team.

Gregory Zoraian is a financial advisor at Shelter Rock Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shelter Rock Management since 2014. Prior to that, he was a partner at Sasserath & Zoraian LLP from 1997 to 2021. Since 2021, he has also been a partner at the accounting firm Grassi Advisors & Accountants. Shelter Rock Management, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $206 million in assets and employs a goal-based planning approach with strategies that include Strategic Income, Conservative Allocation, Equity Income, and Select Equity, along with customized accounts and retirement plan services.

John Trotta is a financial advisor at Financial Advisor Network, Inc. with four years of industry experience. He holds a Series 63 designation and works alongside one other advisor at the firm. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold strategy focused on individual equities while incorporating no-load, no-transaction-fee index funds and ETFs to manage costs, and also offers tax preparation and accounting services through an affiliated practice.

Vincent D'eletto is a financial advisor at Investment Insight Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. He has previously worked at Investment Insight Wealth Management from 2008 to 2017 and owns Clarion Inbound Marketing, LLC, a marketing consulting business based in Brightwaters, NY. Investment Insight Wealth Management is a small, owner-controlled registered investment adviser serving individual and high-net-worth clients as well as employer retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, including fiduciary services and plan reviews, with portfolios customized to client goals and incorporating strategies such as options and margin transactions.

George Torounidis is a financial advisor at Ithaka Strategic Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and EquityBee Securities. Outside of financial advising, he serves as an evaluator for Coyle Hospitality Group, a hospitality service measurement and analysis company. Ithaka Strategic Partners provides investment management, financial planning, and employee benefit plan services to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary and non-discretionary management options.