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.

Tsemach Mishal is the sole advisor at Tam Capital Management Inc, holding a Series 65 designation with six years of industry experience. He has been with Tam Capital Management since 2010. Tam Capital Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, corporate, and institutional clients. The firm employs an aggressive, trading-oriented approach using equities, ETFs, options, derivatives, and leverage within separately managed accounts.

James Connolly is the principal advisor at Derryrush Wealth with 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Connolly owns an eCommerce clothing retailer and serves as the History Chairman of the Suffolk County Ancient Order of Hibernians. Derryrush Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and quantitative analysis to manage accounts on a discretionary basis and offers specialized services such as Divorce Financial Decision Clarity analysis and pension consulting.

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.

Daniel Eccleston is a CFP® with 27 years of industry experience, currently serving as an advisor at The Bendix Financial Group, Inc. He has worked at The Bendix Financial Group since 1997 and Royal Alliance Associates, Inc. since 1998. In addition to his advisory role, he assists clients with life, health, and long-term care insurance and prepares individual tax returns on an as-needed basis. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and retirement plans, utilizing a range of investment strategies and third-party program managers. The firm emphasizes individualized asset allocation through proprietary tools and offers both wrap and non-wrap advisory services.

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.

Francis Brown is a CFP® and ChFC® with 32 years of industry experience. He is currently with Abundant Wealth Management LLC, where he has worked since 2018. Prior to this, he held roles at TLG Advisors, Inc., The Smith Company, Inc., and The Leaders Group Inc. Outside of his advisory work, he serves as President and Founding Partner of Abundant Insurance Services and also provides individual tax preparation services. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes Modern Portfolio Theory and long-term investing, offering comprehensive financial plans and a bi-weekly newsletter, “Advisor Stream,” as part of its client services.

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.

David Bendix is a CFP® professional with 35 years of experience, serving as President of The Bendix Financial Group, Inc. since 1991. He holds a Series 63 license and has prior experience with Royal Alliance Associates, Inc. Bendix also operates a sole proprietorship involved in the sale of individual life and health insurance and provides individual tax preparation services as a CPA. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and employee benefit plans. The firm uses a technology-driven, individualized asset allocation approach and invests across multiple asset classes, supporting both wrap and non-wrap arrangements while leveraging third-party program managers.

Peter Debuona is a financial advisor with Buckram Securities Ltd in Locust Valley, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Buckram Securities since 2003. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, IRAs, SEP accounts, self-employed 401(k) plans, and trusts, managing approximately $92.7 million across 133 accounts. The firm provides discretionary portfolio management through its Buckram Wealth Management wrap fee program, using fundamental and technical analysis alongside third-party research to tailor equity, balanced, and fixed-income portfolios to client goals and risk tolerance.

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.

Gregory Werlinich is the sole advisor at Werlinich Asset Management, L.L.C. and holds a Series 65 designation with three years of industry experience. He has led Werlinich Asset Management since 1997. The firm provides discretionary investment management primarily to individuals, personal trusts, and charitable foundations, offering financial planning services that include income and estate tax planning, retirement and college planning, and insurance analysis. It serves both high-net-worth and non-HNW clients, employing a top-down sector-rotation investment strategy focused on individual equities and select ETFs, with an emphasis on tax efficiency and personalized investment policies.