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.

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.

Alexander Pettee is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the founder and president of Hoya Capital Real Estate, LLC and has been involved with the firm since 2015. He also leads Pettee Investors, Inc., where he has worked since 2018. Hoya Capital Real Estate, LLC is an SEC-registered investment adviser specializing in portfolio management for ETFs and individually managed accounts, serving both retail and institutional clients. The firm focuses on publicly traded U.S. commercial and residential real estate companies and employs rule-based index construction and in-house research in its investment approach.

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.

Henry Middlezong is a Series 65 licensed advisor at AMFA LLC with one year of industry experience. He has worked at AMFA Capital since 2024 and concurrently serves as a Senior Consultant at Dougherty Business Solutions, providing software engineering and programming services unrelated to investment advisory. Prior to these roles, he spent eight years at MIG Group. AMFA LLC offers discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients. The firm employs a data-driven, quantitative investment process that includes portfolio management across various asset classes and actively trades derivatives and digital assets.

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.

David Winer is a financial advisor at Calm River Capital LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Access Wealth Management and Silver Pine Capital, LLC. Outside of his advisory role, he serves as adjunct faculty at Boston University’s Questrom School of Business. Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high-net-worth clients, focusing on equities and ETFs implemented primarily through a covered-call option strategy. The firm tailors portfolios to clients’ goals, risk tolerance, and time horizon, employing a variety of analytic methods and trading strategies.

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.

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.

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.

Yingying Tan is a financial advisor at AMFA LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs in 2017. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients. The firm employs a tailored, data-driven investment process with quantitative strategies based on statistical modeling, including momentum, statistical-arbitrage, and mean-reversion approaches, and is notable for its active trading in derivatives and digital assets.

Chao Yang is a CFA® charterholder with 12 years at Conrad Capital Management, Inc. and four years of industry experience. He is based in Hauppauge, NY. Conrad Capital Management serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a top-down, demographically driven investment process focused on long-term holding and tax efficiency, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Peter Joers III is a financial advisor at Avos Capital Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Silver Creek Capital Advisors and Greenline Partners, LLC. Avos Capital Management provides discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm constructs diversified portfolios primarily using publicly traded securities and exchange-traded funds, supplemented by actively traded components to enhance risk-adjusted returns, and manages specialized strategies including a private fund and an exchange-traded fund.

Philip Brucato is a CFP® professional with nine years of experience at R.W. Rogé & Company, Inc. and two years at Bank of America. He is based in Bohemia, NY. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation and bottom-up equity selection, utilizing a proprietary due-diligence process and offering a range of financial planning and portfolio management services.

Stephen Davis is a financial advisor at Safe Harbor Asset Management, Inc. in Huntington, NY, with 39 years of industry experience. He holds a Series 63 designation and has been with Safe Harbor Asset Management since 1995. In addition to his advisory role, he conducts business in life and annuity insurance. Safe Harbor Asset Management provides discretionary portfolio management and financial planning services to a select group of 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, emphasizing capital preservation through diversified portfolios that include ETFs, mutual funds, private debt, and specialized funds.

Donald Conrad is the President and CEO of Conrad Capital Management, Inc., with 44 years of industry experience. He has been with Conrad Capital Management since 1997 and has also worked at Purshe Kaplan Sterling Investments since 2011. Conrad holds Series 63 and Series 65 licenses and serves as a life insurance agent, evaluating client policies. Conrad Capital Management serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and related services, employing a top-down, demographically driven investment process focused on long-term holding and tax efficiency.

Kerri Chiodo is a financial advisor at Elevation Wealth Partners LLC with 16 years of industry experience. She has held Series 63, 65, and 66 designations and previously worked at Merrill from 2017 to 2023 and Backflow Corp of NY from 2003 to 2017. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm manages approximately $219.6 million in assets and employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs along with individual stocks, bonds, and alternative investments.