Borui Zhang is a CFP®-certified financial advisor with nine years of industry experience. He is currently affiliated with Youya Wealth and has previously worked at Charles Schwab, TD Ameritrade, LPL Financial, Taurus Financial, Scottrade, and National Life Group. Youya Wealth LLC provides discretionary investment management and project-based financial planning services to individuals, charitable organizations, and businesses. The firm employs an asset-allocation strategy informed by Modern Portfolio Theory, using a combination of passive and active investments, and features an affiliation with a law practice that offers separate legal services.

Todd Dudonis is a financial advisor with Private Client Asset Management, Inc., holding CFP® certification and Series 63 and 66 licenses. He has 28 years of industry experience, including prior roles at American Portfolios Financial Services Inc. and OSAIC. In addition to his advisory work, Dudonis provides tax preparation services on a part-time basis. Private Client Asset Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm’s investment strategy emphasizes tactical asset allocation that combines fundamental and quantitative analysis, focusing on long-term buy-and-hold positions supplemented by rebalancing and tactical overlays to align with client objectives.

Anna Barone is a financial advisor at Universal Wealth Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Prudential Advisors, and David Lerner Associates. Outside of her advisory role, she is involved with Grace Group Medicare, Life & Health Consulting Corp. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, offering access to a variety of securities and model portfolios from unaffiliated managers. The firm employs fundamental analysis and a mix of long- and short-term strategies in its investment approach.

I'm a dedicated financial professional with over a decade of experience, committed to helping my clients achieve their financial goals. Originally from Quito, Ecuador, I'm a first-generation immigrant who came to the United States to pursue my education and career. After a year of studying abroad in Paris in 2012, I earned my Bachelor's degree in Finance from Western Connecticut State University, marking the beginning of my journey in financial services. Since then, I've had the privilege of working closely with clients, guiding them through various financial landscapes. I believe in continuous learning and have invested in expanding my expertise to better serve their diverse needs. In 2022, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a testament to my commitment to upholding the highest standards in financial planning. Additionally, I hold multiple other designations from the American College of Financial Services, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional® (RICP®). When I'm not in the office, you can find me enjoying a round of golf, catching a tennis match, or cheering on my favorite soccer team. I also love exploring new destinations and trying out new restaurants. I live in Norwalk, CT, with my wife, Paula.

Daniel Bernzweig is a CFA® charterholder with 25 years of industry experience. He is currently with Valley Financial Management, Inc. and has held prior roles at Bank Leumi USA and its affiliates. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform offering discretionary portfolio management and automated ETF model implementation. The firm uses client data to generate targeted portfolios that are automatically managed and rebalanced, requiring clients to maintain accounts with Valley National Bank.

I specialize in working with growing families, career changers, mid-to-late career professionals, therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on other life goals. I've taken my years of experience working for myself and deep knowledge of the financial space to build a process to help clients align their finances or business with their goals, family and future at the forefront. With the ability to work with families, professionals, therapists and the self-employed across the country, I listen, guide and encourage clients to unlock the value of their business and their finances. This builds better life-balance, wealth, and success, while your own goals, patients or client experiences flourish. This is done through a series of analyses, that includes: • Cash Flow Management • Goal Development • Ongoing Tax Optimization • Tax Filing • Investment Strategy or Management • Wealth and Risk Management • Financial Independence or Retirement Planning • Succession Planning I'm a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with a Master’s in Business and Economic Reporting from New York University and a certificate of Financial Planning from Boston University. I work out of United Financial Planning Group, based in Hauppauge, NY while I live in Huntington, NY with my wife, two kids and one small dog. You will often find me discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for my children.

Harry Armon is a financial advisor at ARCAP Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. Outside of his advisory role, he is the managing partner of EMDOT LLC, which provides strategic consulting for business owners and engages in real estate investments, and he owns Purpose Driven Networks, a company operating daily automobile rentals in South Florida. ARCAP Partners LLC provides financial planning and discretionary investment management services to individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach and utilizes a range of investment vehicles, including ETFs, mutual funds, and alternative funds, with investment decisions made on a discretionary basis.

Matthew Racanelli is a financial advisor at RoseMark Advisors, Inc. with 4 years of industry experience. He has been affiliated with RoseMark Advisors since 2013 and is involved with the Association of Mature American Citizens (AMAC) since 2017. Outside of his advisory role, he advises New York volunteer fire districts on their pension plans and provides related insurance products. RoseMark Advisors primarily serves members of AMAC and related entities, focusing on financial planning and cash-flow modeling for retirement, tax, estate coordination, college funding, and distribution planning. The firm emphasizes an interview-driven, document-based planning process and refers clients seeking investment management to Miracle Mile Advisors.

William Duckett is a financial advisor at Koehler Asset Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Kingsview Partners LLC, REIL Capital, Tradition Title Agency, and Miller Place Pizza Corp. Koehler Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans, offering services such as investment policy statements, pension consulting, financial planning, and third-party adviser selection. The firm employs a variety of investment methods and combines pension consulting with hourly financial planning and adviser referrals.

Abel Oonnoonny is a financial advisor at Eagle's Crest Advisors, LLC with 27 years of industry experience. He previously worked at Charles Schwab and Oppenheimer & Co. Inc. He holds Series 63 and Series 66 licenses. Outside of finance, Abel serves as a Young Associate Director on the Metropolitan Opera’s Young Associates Steering Committee, where he helps engage younger audiences. Eagle’s Crest Advisors provides personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation-driven portfolios and serves both high-net-worth clients and plan sponsors with discretionary and non-discretionary investment management options.

Joseph Reddington is a financial advisor at Pelkonen and Associates LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of advising, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary investment management along with financial planning and consulting. The firm’s investment approach emphasizes long-term strategies using fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset classes as appropriate.

Evan Levy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with NestEgg Advisors, Inc., where he has worked for seven years, and has prior experience at Morgan Stanley, Bank of America, and Merrill. In addition to his advisory role, Levy operates a sole proprietorship providing insurance to clients upon request. NestEgg Advisors, Inc. offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio construction with a client-specific approach and educational support.

Donald Donnelly Jr. is a financial advisor with First Financial Services in Hauppage, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corp. Outside of financial advising, he serves as Vice President of International Asbestos Removal, Inc. and holds several trustee and officer roles related to the insulation industry. First Financial Services provides pension consulting and financial planning primarily to retirement, profit-sharing, and 401(k) plans, as well as individual clients and plan sponsors. The firm focuses on fiduciary advisory services including Investment Policy Statement preparation, investment vehicle selection and monitoring, and participant education, without offering discretionary investment management or custody.

Christine Parisi is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at R.W. Rogé & Company, Inc. since 2018 and previously held roles at Cadaret, Grant & Co., Inc. and RLB Wealth Planning, Inc. from 2015 to 2018. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and other institutional clients. The firm employs a combination of strategic asset-allocation modeling based on Modern Portfolio Theory and a bottom-up, value-oriented equity selection process through its proprietary ResearchEdge due-diligence methodology.

Yoon Chang is a financial advisor at Grant Wealth Advisors LLC with Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Grant Wealth Advisors, he worked at Ohana Management, Commonwealth Bank of Australia, and Bloomberg LP. Grant Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual investors, including standard and high-net-worth clients. The firm employs a range of investment strategies, including fundamental, quantitative, and technical analysis, and uses a broad investable universe that includes margin and options trading, private placements, and venture capital.

Kenneth Anna is a financial advisor at Steinberganna Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios, OSAIC, and Eastbrook Capital Group. Outside of his advisory work, he serves as a volunteer EMT and officer with the Halesite Fire Department and holds trustee roles on the Hunting Bay Village Board and for a family irrevocable life insurance trust. Steinberganna Wealth Management provides discretionary asset management and retirement-plan education to individuals, families, and business entities, managing approximately $369 million in assets. The firm employs a fundamental-analysis approach and offers portfolio management with ETFs, mutual funds, stocks, bonds, and third-party managers, focusing on a concentrated client base and high assets per advisor.

Allan Pelkonen is a CFP® and ChFC® with 34 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 15 years before joining Pelkonen and Associates LLC in 2020, where he is currently an advisor. In addition to his advisory work, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management as well as financial planning and consulting. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset types.

Joseph Storzinger is a financial advisor at IBN Advisory Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Ameriprise Financial Services, Inc. and Zing Financial, Inc. Outside of his advisory work, he serves on the board of JSJ Energy Ventures, Inc., an energy consulting firm, and acts as a strategic advisor for Harlem Standard Equity. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple internal investment teams and allocates assets to proprietary and third-party strategies based on individualized investment policy statements.

Michael Hunt is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63, 65, and 66 licenses, and has 26 years of industry experience. He has held previous roles at firms including Commonwealth Financial Network, Principal Life Insurance Company, and Prudential Insurance Company of America. Outside of advising, he is involved in tax preparation and co-owns multiple tax service entities. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, offering a range of in-house and third-party investment strategies alongside tax planning, insurance, and risk-management solutions.

Anton Gerdes is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Madison Global Advisors since 2018 and previously worked at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory role, he is involved in a non-securities consulting business called CADAT Corp. Madison Global Advisors provides financial planning and portfolio management services to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, employing multiple analytical approaches across various asset classes.