Joseph Chiossone is a financial advisor at Federal Prep with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Federal Prep Advisors, Inc. since 2017, with prior experience at RNR Securities, LLC. Outside of advising, he is a college adjunct professor and serves as an EEO investigator. Federal Prep Advisors, Inc. provides non-discretionary portfolio management and advisory services to individual clients, focusing on employer retirement plans and IRA rollovers. The firm uses modern portfolio theory and risk tolerance assessments to tailor investment strategies, advising on mutual funds, ETFs, fixed income, real estate funds, annuities, and certain international securities.

Optaciano Rodriguez is a financial advisor at Ithaka Strategic Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services and Massmutual Life Insurance Company since 2017, following prior roles at NYlife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is licensed as an agent for individual and group life and health insurance. Ithaka Strategic Partners provides investment management, financial planning, and employee benefit plan services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, complemented by fundamental and technical analysis and the use of third-party managers.

Gianfranco Rastelli is a financial advisor at B1 Financial with a Series 65 credential and one year of industry experience. Prior to joining B1 Financial, he has worked at Lorenzo Tax and held various roles at Sacred Heart University. Outside of financial advising, he has operated Riell's Homestyle since 2017. B1 Financial serves individual clients, including high-net-worth households, as well as corporate and employee benefit plan clients, offering financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm uses a diverse range of investment instruments and conducts regular portfolio reviews, managing accounts on a discretionary basis.

Gerard Barrasso is a CFP® professional with 4 years of industry experience, currently serving at United Financial Planning Group LLC in Hauppauge, NY. He has been with the firm since 2008. United Financial Planning Group LLC provides financial planning, asset management, and pension consulting services to individuals and small-business owners. The firm employs a passive, diversified asset-allocation strategy focused on mutual funds and ETFs, with tailored advice based on clients’ goals and risk tolerances.

Leslie Braun is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. since 2008. The firm provides discretionary portfolio management and retirement planning to individual and high-net-worth clients, combining fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities and cost-controlled index funds. Financial Advisor Network operates an integrated advisory and accounting model, with a small team managing approximately $135 million across about 158 clients.

Chaya Sternbach is a financial advisor at Yields For You, LLC with a Series 65 credential. She has been with the firm since 2024 and has prior experience in healthcare, legal, and landscaping sectors. Yields For You, LLC provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as consulting to institutions and family offices. The firm combines modern portfolio theory with both passive and active strategies and employs artificial intelligence tools to support its research and client services.

Jonathan Hurd is a financial advisor at InCred Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple financial firms including ICBC Standard Securities Inc. and JM Financial Securities, Inc. Outside of his advisory role, he serves as CEO of Asgard Regulatory Group, LLC, which provides regulatory compliance and risk management services, and sits on the board of Intelligent Bio Solutions, Inc., a life sciences company. InCred Wealth Inc. offers investment advisory and consulting services to a variety of clients, including high net-worth individuals, pension plans, trusts, and corporations. The firm focuses on long-term investment approaches using fundamental analysis and diversification, supporting its strategies with a group structure that includes alternative private funds and international affiliates.

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.

Alex Rohman is a financial advisor with TimeCapital Investor Advisory Services Inc and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including 24 years with Timecapital Securities Corporation. Rohman serves as president and money manager at TimeCapital Investor Advisory Services. TimeCapital Investor Advisory Services provides investment advice primarily to individual and high-net-worth clients, as well as pension plans, trusts, and retirement-plan sponsors. The firm offers a range of portfolio management solutions, including actively managed model portfolios and multi-manager programs that combine top-down asset allocation with bottom-up security selection.

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.

Kerry Rothemich is a financial advisor with TimeCapital Investor Advisory Services Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining TimeCapital, he operated his own CPA practice and has over two decades of experience in accounting and law. TimeCapital Investor Advisory Services Inc. provides investment advice primarily to individual and high-net-worth investors, as well as pension plans, trusts, and retirement-plan sponsors. The firm offers a range of investment solutions including actively managed model portfolios, separately managed accounts, and multi-manager programs, combining top-down asset allocation with bottom-up security selection.

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.