Devinder Singh is the sole advisor at Northstar Financial Advisors LLC in Northport, NY, holding Series 63 and Series 65 licenses with 4 years of industry experience. He has been with Northstar Financial Advisors since 2008. Northstar Financial Advisors is an independent firm managing approximately $53.8 million across 33 client relationships. The firm provides individualized asset management and financial planning primarily for individual clients, as well as pension and profit-sharing plans, trusts, corporations, and other institutional clients. Its investment approach incorporates fundamental, technical, cyclical, and charting analysis, utilizing long-term, short-term, and trading strategies, including the use of leverage and derivatives when appropriate.

Salvatore Caruso is a CFP® with 26 years of industry experience. He currently works at TSG Alpha Partners, LLC and has held roles at various financial and insurance companies including Nationwide Financial, American Equity Investment Life Insurance Company, and New York Life Insurance Co. His career spans multiple firms specializing in life insurance and financial services. TSG Alpha Partners, LLC provides investment advisory services to individuals and institutional clients, including retirement plan sponsors. The firm offers portfolio management, financial planning, and pension consulting, and manages affiliated private pooled investment vehicles focused on private equity and privately held companies.

Weiqin Dong is a CFA® charterholder and the sole advisor at Metis Asset Management Advisory, LLC, with four years of industry experience. Prior to joining Metis, Dong worked at South Brook Asset Management LLC and Buckingham Global Advisors, LLC, and held a role at GE Capital. Metis Asset Management Advisory provides discretionary investment advisory services focusing on data-driven, quantitative strategies that incorporate multiple market signals and emphasize risk management. The firm manages approximately $16.65 million in discretionary assets across a small number of managed accounts.

Jordan Awoye is the principal and sole advisor at Awoye Capital, LLC, an independent firm based in Bay Shore, NY. He holds a Series 66 designation and has 10 years of experience in the financial services industry, including prior roles at Equitable Advisors and Axa Advisors. He is also the founder and instructor of The Language of Money LLC, which offers a financial literacy e-course. Awoye Capital serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management, financial planning, business consulting, and ERISA retirement-plan services. The firm tailors investment programs to clients’ goals and risk tolerance, employing fundamental, technical, and cyclical analysis, and offers educational seminars and financial literacy courses as part of its advisory services.

Shiying Zeng is a financial advisor at Highrock Capital Management Inc. She holds a Series 65 designation and has over a year of experience in the industry. Her prior work includes roles at Apple Trade Group Inc., MML Investors Services, Mass Mutual Life Insurance, and NY Life Securities. Highrock Capital Management Inc. offers portfolio management and financial planning services, along with a paid research subscription featuring timely alerts. The firm’s investment process combines fundamental analysis, quantitative screening, and technical analysis focused on U.S. equities and ETFs, with an emphasis on transparency and conflict controls in its research publishing.

Joseph Eassa is the sole advisor at The Educator's Advisor and holds a Series 65 designation. He has seven years of experience working in educational institutions, including Westbury School District and Unity Preparatory Charter School. The Educator's Advisor provides investment education and advice primarily to teachers, focusing on educator-specific retirement accounts such as 403(b) and 457(b) plans, as well as IRAs, brokerage accounts, mutual funds, ETFs, and 529 plans. The firm offers one-on-one consultations and group educational workshops, emphasizing low-cost, diversified, buy-and-hold investment strategies and operates on a one-time, fixed-fee engagement model.

Michael Voltz is the principal at Voltz Asset Management Inc. in Bay Shore, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Tradition Asiel Securities Inc. since 2000. Voltz Asset Management Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plans, focusing on a small number of client relationships. The firm employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, and private placements, guided by individualized Investment Policy Statements and a combination of charting, fundamental, technical, and cyclical analysis.

Jonathan Ghermezian is a financial advisor at Gold Star Asset Management, LLC in Westbury, NY, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gold Star Asset Management since 2016. In addition to his advisory role, he works in accounts payable for Allied Importers. Gold Star Asset Management provides portfolio management services to individuals, including high-net-worth clients, and corporate entities. The firm uses a variety of analytical methods and strategies, managing accounts primarily on a non-discretionary basis while preparing customized Investment Policy Statements for each client.

James Connolly is a financial advisor with Derryrush Wealth in West Sayville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Merrill and Wells Fargo Clearing totaling 21 years. Outside of financial advisory, he owns an eCommerce clothing retailer and serves as History Chairman of the Suffolk County Ancient Order of Hibernians. Derryrush Wealth provides portfolio management and financial planning to individuals and high-net-worth clients, as well as pension and profit-sharing plan advisory and services for charitable organizations and businesses. The firm employs a documented investment process that combines charting, cyclical and fundamental analysis, modern portfolio theory, and quantitative tools, managing accounts primarily on a discretionary basis.

Keith Butler is a CFA® charterholder with 11 years of industry experience. He is currently with TimeCapital Investor Advisory Services Inc. and previously worked at Deutsche Bank and Barclays Capital Inc. from 2014 to 2023. TimeCapital Investor Advisory Services Inc. provides investment advice primarily to individual investors, including high-net-worth clients, as well as pension plans, trusts, and retirement-plan sponsors. The firm offers a range of investment programs including separately managed accounts, model-portfolio solutions, and multi-manager programs that combine top-down asset allocation with bottom-up security selection.

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 at Safe Harbor Asset Management, Inc. with five years of industry experience. He has been affiliated with Safe Harbor since 2021 and maintains a long-standing role at DeFreitas & Minsky, LLP since 1986. Safe Harbor Asset Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a quantitative, drawdown-focused investment approach developed with Redwood Investment Management, offering risk-managed portfolios that combine passive ETFs, mutual funds, private debt, and specialized strategies.

Paresh Shah is a CFP® professional with 22 years of industry experience, currently serving at Merkkuri Wealth Advisors LLC. His prior experience includes roles at Integrity Alliance, LLC, Lion Street Financial, Csenge Advisory Group, Kestra Financial, and Guardian Life Insurance. He serves on the board of the New York South Asian Chamber of Commerce and is a trustee for the Rotary Eye Institute in Navsari, India. 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 offers fiduciary services and ERISA 3(21) retirement plan advisory, managing diversified discretionary portfolios that include equities, bonds, mutual funds, ETFs, and alternative investments.

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 the Series 66 designation and has worked at firms including Integrity Alliance, LLC and Lion Street Financial. Outside of his advisory role, he provides fixed insurance coverage reviews and assists with Medicare supplement and fixed annuity sales. Merkkuri Wealth Advisors LLC offers 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 with diversified allocations and provides ERISA 3(21) retirement plan advisory services tailored to plan sponsors and participants.

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 at Safe Harbor Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Axiom Capital Management and Great Point Capital. Outside of his advisory role, he is the owner and managing real estate broker of Proper Foundations, LLC, a real estate brokerage. Safe Harbor Asset Management offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a quantitative, drawdown-focused investment approach featuring Engineered Risk Budget portfolios that integrate passive funds with tactically risk-managed strategies and private debt.

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.