Mario Veneroso is the principal advisor at Veneroso Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Kingsview Partners. Veneroso is also a licensed attorney who does not practice law and participates occasionally as a financial consultant in media interviews. Veneroso Wealth Management serves individuals, high-net-worth clients, businesses, and charitable organizations with asset management and financial planning services. The firm employs a diversified investment approach incorporating fundamental, technical, and portfolio theory analyses, offering both discretionary trading and flexible planning fee structures.

Joseph Downey is a CFP® and ChFC® with 26 years of experience in financial advisory services. He is the president of Private Client Asset Management, Inc., where he has worked since 2008, and previously held positions at American Portfolios Financial Services, Inc. and Annuity Express Brokerage. In addition to his advisory role, he is involved in tax preparation and the sale of fixed insurance products. 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 employs a tactical asset allocation strategy that combines fundamental and quantitative analysis, generally favoring long-term, buy-and-hold positions while using rebalancing and tactical overlays based on client objectives.

Kelly Lynch is a CFP® professional with seven years at Arcadia Wealth Management and two years of industry experience. Prior to joining Arcadia, Kelly was a student for seven years. 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 a long-term, low-turnover approach, emphasizing market efficiency and academic research, including factor-based tilts toward small-company and value exposures.

Rebecca Keiffert is a financial advisor at RoseMark Advisors, Inc. with 13 years at the firm and a total of 4 years of industry experience. She holds ownership and executive roles in several related insurance and service companies, including serving as CEO of Hometown Insurance Agency of LI Inc. and AMAC Senior Resources Network, Inc. Keiffert is also involved with the Association of Mature American Citizens, Inc. as a CEO and part-owner. RoseMark Advisors primarily serves members of the Association of Mature American Citizens and related entities, focusing on financial planning and cash-flow modeling for retirement, tax and estate coordination, college funding, and distribution planning. The firm refers clients seeking investment management to Miracle Mile Advisors and operates with a planning process centered on client interviews and document review.

Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.

Michael Triebwasser is a financial advisor with Progressive Financial Planning Services Inc. in Melville, NY, holding a Series 63 designation and with 27 years of industry experience. His career includes positions at Cadaret, Grant & Co., Inc. and LPL Financial before joining Progressive Financial Planning Services. Progressive Financial Planning Services, Inc. provides financial planning and investment advice to individual clients and offers corporate financial plans. The firm emphasizes consultative planning with clients retaining control of their assets, using an hourly fee model without discretionary management or performance-based fees.

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.

Brian Plunkett is a CFP® with five years of experience at Semper Financial and over 37 years as a CPA through his own firm, Brian Plunkett, CPA. He has worked with Semper Financial Advisors since 2011 and also operates an independent insurance agency selling term and long-term care insurance. Semper Financial Advisors provides discretionary investment management and financial planning to individual and high-net-worth clients, using a long-term, buy-and-hold strategy based on Modern Portfolio Theory. The firm is affiliated with a separate CPA practice and manages client assets on a boutique scale with a focus on diversified portfolios tailored to client goals and risk tolerance.

Peter Florio is a ChFC® registered financial advisor with 36 years of industry experience. He is currently with The Florio Wealth Management Group, where he has served since 2017, and previously held roles at MML Investors Services, Inc. and Purshe Kaplan Sterling Investments. Florio also has involvement in insurance brokerage, including individual and group life and health insurance, as well as fixed annuities. The Florio Wealth Management Group provides pension consulting, financial planning, and acts primarily as a solicitor referring institutional and retirement-plan clients to third-party registered investment advisers. The firm offers fiduciary retirement-plan services under ERISA Section 3(38) and uses hourly or fixed-fee arrangements alongside referral-based revenue.

Anthony Logrippo is a financial advisor at IHS Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jefferies & Company, Inc. for 14 years before joining IHS Wealth Management in 2023. IHS Wealth Management is a single-advisor independent registered investment adviser managing approximately $10.5 million in discretionary assets. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting services. It employs a range of investment strategies and provides both institutional-facing services and participant education, distinguishing it from many firms of similar size.

Joseph Garry is an associate advisor with Stephen J. Garry & Associates, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been with Stephen J. Garry & Associates during the same period. Stephen J. Garry & Associates provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $142.6 million in assets through a three-advisor team that primarily uses low-cost mutual funds and ETFs, complemented by individual stocks, bonds, and options, employing a mostly long-term investment approach with ongoing portfolio monitoring and rebalancing.

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 held roles at various firms including JM Financial Private Wealth Inc. and Exemplar Capital, LLC. Outside of his advisory work, Hurd is the CEO of Asgard Regulatory Group, LLC, a regulatory compliance and risk management firm, and serves as a non-executive director on the board of Intelligent Bio Solutions, Inc. InCred Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high net-worth individuals and institutional investors. The firm employs a long-term investment approach emphasizing fundamental analysis and diversification across multiple asset types, and is notable for its group structure with numerous international affiliates and sponsorship of alternative private funds.

Andrew Frank is a financial advisor at Shelter Rock Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shelter Rock since 2012. Outside of his advisory role, Frank serves as a director for the National Employers Council, where he contributes to long-range strategy and marketing efforts. Shelter Rock Management, LLC is a fee-only registered investment adviser that provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs goal-based planning and fundamental analysis with relatively low turnover, offering discretionary and non-discretionary portfolio management across various strategies and retirement services.

Borui Zhang is a CFP® with nine years of industry experience and currently serves as an advisor at Youya Wealth. Prior to joining Youya Wealth, Zhang held roles at LPL Financial, Taurus Financial, Charles Schwab, TD Ameritrade, Scottrade, and National Life Group. Youya Wealth provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates both passive and active investment vehicles, with additional access to specialized strategies and in-house 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.

Matthew Ranieri is a financial advisor at IHS Wealth Management LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Mount Sinai Health System and Northwell Health. IHS Wealth Management LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analyses alongside modern portfolio theory to construct portfolios, with monthly account reviews and a range of investment strategies including mutual funds, ETFs, and alternative offerings.