Elton Johnson Jr. is a financial advisor with AmeriVet Securities, Inc. in New York, NY, holding Series 63 and 65 licenses with 43 years of industry experience. He has been with AmeriVet Securities since 1993 and also served at Amerivet Securities - RIA, LLC from 2020 to 2021. Outside of his advisory work, he is the president and CEO of Executive Command Group, Inc., a private investigative services firm. AmeriVet Securities offers asset management and fee-based financial planning services to pooled and institutional investors as well as high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory, providing non-discretionary investment services coordinated with client custodians and other professionals.

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.

Peter Koutromanos is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2020. He has been involved with Avior Capital Markets since 2005 and holds director roles in several affiliated entities, including Avior Capital Markets Holdings Proprietary Limited and Groombridge Nominees Proprietary Limited. Avior Capital Markets US, LLC serves U.S. institutional clients by facilitating the distribution of foreign equity research and execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, maintaining close operational integration with its foreign affiliates.

Kuen Chan is a financial advisor at Leeb Capital Management, Inc. in New York, NY, holding a Series 65 credential with 7 years of industry experience. He has been with Leeb Capital Management since 2008. Outside of his advisory role, Chan works as a contractor editor writing general investment articles for Capitol Information Group. Leeb Capital Management provides investment supervisory and portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million across about 60 accounts. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental security selection across several core strategies, and its principals actively publish a paid newsletter related to market insights.

Tyler Arons is the principal of Arons Wealth Management LLC in Montgomery, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Prior to founding his firm, he worked in education research and accounting, including a role at Craig M. Arons CPA PFS PC. Arons Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of investment methods within a long-term trading approach and offers standalone hourly financial planning engagements.

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 and sole advisor at Ronald A. Bartlett & Associates, Ltd., an independent firm based in Flushing, NY. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Bartlett has operated his advisory and insurance practice since 1992. In addition to his advisory work, he teaches adult education courses at Brooklyn College. Ronald A. Bartlett & Associates, Ltd. primarily serves individual clients, trusts, estates, and certain pension or profit-sharing plans. The firm provides discretionary asset management, financial consulting, and in-house tax preparation and insurance services, focusing on retirement planning through a fundamental research approach and an asset-allocation framework emphasizing long-term holdings.

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.

Henry Strudwick is a Series 65-credentialed advisor at Hudson House Capital Incorporated with one year of experience. He has prior associations with Accredo Financial Services Ltd. and Albemarle & Company Ltd., where he has worked for eight and twelve years respectively. Hudson House Capital Incorporated is a fee-only registered investment adviser that provides discretionary investment management and comprehensive wealth planning services to individuals, charitable organizations, and businesses. The firm uses a combination of passive and active investment approaches with an emphasis on asset allocation and manager selection, serving a diverse client base including non-high-net-worth individuals.

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 worked at Great Wealth Investments since 2022. Prior to that, he spent nine years at Apex Clearing Corporation and is involved in business consulting through Great Wealth Consultants LLC. Additionally, he is a non-equity partner in an investment banking firm specializing in mergers and acquisitions sourcing. Great Wealth Investments provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $15.6 million across 51 client relationships, offering discretionary portfolio management and advice on specialized areas including direct indexing and cryptocurrency exposures.

Madeline Noveck is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Preservation Partners, Inc. She previously worked at Mercer Global Advisors Inc. for nine years and at Novos Planning Associates Inc. for 32 years. Capital Preservation Partners serves individuals, corporations, trusts, pensions, and profit-sharing plans with tailored financial planning and portfolio management. The firm combines fundamental and technical analysis in security selection and emphasizes ongoing monitoring and specialized planning services such as philanthropy and concentrated equity strategies.

Laraine Villapiano is a financial advisor at One Oak Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has been with One Oak Capital Management since 2021, following a 32-year tenure at Concord Investment Management. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy sleeves.

Paul Cucchissi is a financial advisor at Maryland Capital Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Maryland Capital Advisors since 2007. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, favoring passively managed funds and ETFs within global, multi-asset allocations.

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.

Melissa Rosenfeld is a financial advisor with Lisch Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with several related entities including Leigh Baldwin & Co., LLC, Hudson River Investment Group, and Lisch & Lisch LLC. Outside of advising, Rosenfeld is involved with a certified public accounting firm that provides accounting and tax services. Lisch Investment Management LLC is a fee-only adviser offering personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth using diversified portfolios and manages approximately $62.7 million across about 100 accounts.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 designation and four years of industry experience. She has been with Portus Wealth Advisors since 2021 and previously worked at Clark University and NM Advisors. Portus Wealth Advisors provides portfolio management and financial planning services to individuals, corporations, charitable organizations, and real estate vehicles. The firm employs both firm-developed and third-party model portfolios, offering discretionary and non-discretionary management while integrating multiple platforms and providing access to private placements and less common investment opportunities.

Robert Defruscio is a financial advisor at Delta Wealth Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Delta Wealth Management since 2015. In addition to his advisory role, he is a minority owner and consultant at Christensen DeFruscio Allen & Co LLC, where he provides accounting and tax preparation services primarily for trust and business clients. Delta Wealth Management serves high-net-worth individuals and related entities by providing discretionary portfolio management and investment implementation. The firm emphasizes asset allocation and fundamental equity analysis, often utilizing independent third-party managers under discretionary authority.

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.

Joan Yasolsky is a financial advisor at Tuttle Financial Services, Ltd. with over 20 years at the firm and four years of industry experience. She holds the CFA® designation and Series 63 license. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm conducts global reviews of client holdings across various asset types and focuses on tax efficiency, diversification, and investment costs without managing client assets directly.

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.