John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.

Joseph Vanacore III is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 registration and eight years of industry experience. He has worked at Fortis Group Advisors since 2020 and has prior experience with LPL Financial and MassMutual. Outside of his advisory role, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Philip Palumbo is a CFP® professional affiliated with Palumbo Wealth Management LLC, with 26 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley before joining Palumbo Wealth Management in 2020. He is also involved in insurance sales outside of his advisory duties. Palumbo Wealth Management provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamentals-driven investment approach supplemented by tactical tools, using a range of investment vehicles and maintaining oversight of derivative and options risks.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. 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 notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

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.

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.

Jason Savey is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Oppenheimer & Co. Outside of advisory work, he is also involved in the sales of fixed and traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing third-party research and a range of investment vehicles to tailor services to clients’ goals and risk tolerances.

Jean Paul Atallah is a financial advisor with RZH Advisors LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GYL Financial Synergies, LLC for six years before joining RZH Advisors in 2022. RZH Advisors provides wealth management services, including financial planning and discretionary investment management, to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and employs diversified investment strategies utilizing mutual funds, ETFs, sub-advisers, and selected private and interval funds.

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.

John Koller is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Oppenheimer + Close since 2013. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities and offers discretionary portfolio management, fiduciary retirement advice, coordinated financial planning, and management of affiliated limited-partnership funds.

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.

Daniel Pompeo Camargo Jannuzzi is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Safra National Bank of New York and Magnetis Investimentos. Ameraudi Asset Management provides portfolio management and asset allocation services primarily to high-net-worth individuals, corporations, and trusts. The firm focuses on exchange-traded funds and employs a macroeconomic investment approach, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios.

Marcelo Cabral is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He has held positions at Bradesco Securities, Inc. and Bradesco Securities UK Limited. Outside of his advisory role, he serves as the U.S. representative and participates on the investment committee of Somma Investimentos, an asset management firm based in Brazil. Stratton Capital Investment Advisory LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving both U.S. and international clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and individual securities, with a focus on fundamental analysis and ongoing portfolio monitoring.

Clifford Wallach is a financial advisor at Sovereign Financial Group, Inc. He holds a Series 65 designation and has experience in business advising and leadership roles outside the investment industry. Wallach is also president and CEO of RNK Distributing, LLC, a distributor and supplier of sewing-related products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm provides portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing diversified low-cost mutual funds and ETFs with tactical use of individual securities and independent managers.

Priscilla Chor Goldenstein is a CFA® charterholder with seven years of industry experience, currently serving at Brasil Plural Securities. Her work history includes roles at Brasil Plural Securities LLC and Brasil Plural Multiple Bank. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions through customized portfolio management and research-driven investment strategies that include equities, fixed income, options, and alternative investments.

Julie Jason is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Jackson, Grant Investment Advisers since 1992 and with Jackson, Grant & Company since 1989. Jackson, Grant Investment Advisers, Inc. offers discretionary portfolio management and investment consulting to high-net-worth clients, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances with an emphasis on growth and selective use of equities, bonds, and pooled investment vehicles.

Rochelle Odesser is a CFP® with 41 years of experience in the financial industry. She is affiliated with Madison Advisory Services, Inc., where she has worked since 2006, and has held positions at Cambridge Investment Research, Inc. and Lion Street Financial. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs both strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

David Bruckman is a financial advisor with Navis Wealth Advisors LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked at firms including Quincy Wells Capital, Great Point Capital, and Citrin Cooperman Wealth Management. In addition to his advisory role, Bruckman serves as counsel at BellaviaBlatt, PC, where he assists clients with estate planning, drafting wills, and trusts. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and financial planning. The firm employs a long-term investment approach using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, and offers additional services through affiliated accounting and insurance entities.

Kristin Moser is a ChFC® credentialed advisor at Trivium Point Advisory, LLC with approximately four years at the firm and additional experience at LPL Financial, Raymond James Financial Services, and Primerica Advisors. She has worked in the financial services industry since 2015. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing around $1.63 billion in assets. It serves a diverse client base including individuals, family offices, and retirement plans, offering customized portfolio management and financial planning services supported by internal portfolio construction, external managers, and ongoing review processes.