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.

Gregory Zoraian is a financial advisor at Shelter Rock Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shelter Rock Management since 2014. Prior to that, he was a partner at Sasserath & Zoraian LLP from 1997 to 2021. Since 2021, he has also been a partner at the accounting firm Grassi Advisors & Accountants. 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 and employs a goal-based planning approach with strategies that include Strategic Income, Conservative Allocation, Equity Income, and Select Equity, along with customized accounts and retirement plan services.

Peter Scholtz is a financial advisor at Scholtz & Company, LLC in Stamford, CT, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Scholtz & Company since 1993. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts, employing a combination of in-house fundamental research and technical analysis, with investment strategies that include Balanced, All Cap Equity, Income, Small Cap Equity, and Tactical Allocation approaches.

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.

Kavita Rathi is a financial advisor at NorthStar Portfolio Investments, LLC with one year of industry experience. She holds a Series 65 designation and previously focused on full-time parenting for over a decade before joining NorthStar. Outside of advisory work, she is a partner in Miraansh Aditia LLC, an investor and consultant in a UPS franchise store. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to develop custom portfolios and offers both discretionary and non-discretionary management, with a focus on higher asset-per-client relationships supported by technology for held-away account management.

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.

Nicholas Romano is a financial advisor at Eagle Wealth Advisors in Stamford, CT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Deloitte and MRD Lighting. Eagle Wealth Advisors provides investment management and financial planning services to individual, high-net-worth, and institutional clients, managing approximately $164 million across 100 accounts. The firm customizes portfolios using proprietary tools and optimization software, offering a range of strategies from asset allocation to tax-managed approaches, and includes access to outside managers and ESG-aligned options upon request.

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.

Sean Chaitman is a financial advisor at Shelter Rock Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shelter Rock Management since 2006. Shelter Rock Management 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 client assets, offering goal-based, fundamental analysis-driven portfolio management across defined strategies, customized accounts, and retirement plan services.

Gordon Armstrong is a financial advisor with Strong Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He is the founder, CEO, and president of Strong Capital Markets, LLC, a broker-dealer based in Stamford, CT. Armstrong has held previous roles at firms including March Capital Corp, Blaylock Van, LLC, and North South Capital. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, consulting, and private placement investments. The firm constructs customized portfolios using a range of analysis methods and manages accounts across multiple asset classes, often engaging in active management of private pooled investment vehicles.

Brendan O'Brien is a financial advisor at Gold Coast Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at R F Lafferty & Co., Inc. since 2013 in addition to his role at Gold Coast Wealth Management since 2010. Outside of advisory work, he is involved in a marketing services business, THE 1 TRAIN LLC, where he participates in operational decisions. Gold Coast Wealth Management provides discretionary investment supervisory services and pension consulting to individual and institutional clients. The firm manages approximately $415 million in assets using a multi-method investment process and offers tailored portfolio management including allocations to pooled investment vehicles and hedge funds.

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.

Yehoshua Sternbach is a ChFC® credentialed financial advisor with nine years of industry experience. He is the principal of Yields For You, LLC and also holds roles at Teucrium Investment Advisors LLC and Yields for You Fund Management, Inc., where he provides marketing and consulting services to ETFs and money managers. Sternbach has experience subcontracting as a CTO for advisory platforms. Yields For You, LLC is an independent investment adviser managing approximately $10.8 million for individual and institutional clients. The firm provides investment management, financial planning, group coaching, and educational seminars, using a combination of passive and active strategies tailored to client goals and risk tolerance.

Saul Padilla is a financial advisor at Greenwich Creek Capital Management, LLC, based in Stamford, CT, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenwich Creek since 2008. Greenwich Creek Capital Management provides tailored portfolio management and investment advice to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental, technical, and third-party manager analysis to implement strategies ranging from long-term holdings to short-term trading and offers both discretionary and non-discretionary account management.

Andrew Kerper is a financial advisor with Federal Prep Advisors, Inc. He holds a Series 65 designation and has three years of industry experience. In addition to his advisory role, he has worked in various educational institutions since 2016. Kerper is also licensed as a life insurance agent and earns commissions from the sale of life insurance and annuities. Federal Prep Advisors primarily serves individual clients, providing portfolio management, retirement-plan advice, and guidance on employer plan rollovers. The firm employs an investment approach based on Modern Portfolio Theory, combining risk tolerance assessments with both long- and short-term trading strategies.

Charles Burdette is a financial advisor at Sonder Partners, LLC, holding Series 66 and Series 63 licenses with eight years of industry experience. His prior work includes six years at Barclays Capital and several years at Nosara Capital, where he also serves as a venture partner with carried interest in the funds. Sonder Partners primarily acts as a referral firm, directing prospective clients to other registered investment advisers while providing discretionary portfolio management to a limited number of legacy clients. The firm serves individual investors and other advisers, conducting suitability assessments and ongoing diligence on recommended third-party managers and advisory programs.