Vikram Kaul is a Series 65-licensed financial advisor with 11 years of industry experience. He has been a managing member of NorthStar Portfolio Investments, LLC since 2012 and has worked at the firm since 2014. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental analysis and Modern Portfolio Theory to construct 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.

Robert Schaefer Sr. is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization. Buckram Securities Ltd provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm offers discretionary portfolio management through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency functions.

Patricia Cocozza is a financial advisor with First Financial Services in Hauppauge, NY, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has worked at First Financial Services since 1988, with prior experience at National Planning Corporation and OSAIC. Outside of her advisory role, Cocozza is involved in bookkeeping and tax preparation as an enrolled agent, and she assists in photographic services through two small businesses. First Financial Services provides pension consulting for retirement, profit-sharing, and 401(k) plans, as well as financial planning and consulting for individual clients and plan sponsors. The firm focuses on fiduciary compliance, investment policy development, and non-discretionary advisory services, with personnel who are also registered representatives and licensed insurance agents.

Steven Florio is a financial advisor with The Florio Wealth Management Group in Westbury, NY, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has been active since 2012. Florio is also licensed as an insurance agent, offering individual and group life and health products. The Florio Wealth Management Group provides pension consulting and financial planning services, primarily 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 operates using hourly or fixed-fee engagements and referral arrangements rather than traditional percentage-of-assets fees.

Giovanni Treglia is a financial advisor at Old Bridge Wealth, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management and Axa Advisors. Outside of his advisory role, he is an officer of Kick Start A Cure, a nonprofit organization that organizes events. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, written investment policy statements, and referrals to third-party managers. The firm employs multiple analysis methods and a range of investment strategies, including both long- and short-term approaches and allocations to nontraditional vehicles.

Brandon Sherwood is a financial advisor at Strong Wealth Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cortex Technology Capital Management, Cortex Technology Capital Advisors, Sherwood Capital Advisors, and George K. Baum & Company. Sherwood also serves as Vice President of Investment Banking at Strong Capital Markets, LLC. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios using a mix of fundamental, technical, cyclical, and charting analyses, managing accounts on a discretionary basis with strategies ranging from capital preservation to aggressive growth.

Michael Robinson is a Series 65-licensed advisor with Ridgeview Asset Management Partners, LLC, where he has worked since 2016. He has a total of 16 years of industry experience, including a decade at General American Investors, Inc. Robinson also serves as a director of a small private company. Ridgeview Asset Management Partners advises high-net-worth individuals, families, trusts, foundations, and endowments through customized, discretionary separately managed accounts, and sponsors private pooled vehicles for institutional investors. The firm employs rules-based, risk-controlled investment programs tailored to client risk profiles, using diversified and tax-sensitive portfolios guided by technology and quantitative benchmarks.

Matthew Hickman is a financial advisor at Greenwich Creek Capital Management, LLC with Series 63, 65, and 66 credentials and three years of industry experience. He has worked at American Century Investments and Vision Advisors and is a partner in a commission-based wealth management advisory business serving clients in Santiago, Chile. Greenwich Creek Capital Management provides tailored portfolio management and advisory services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm employs a customized investment process utilizing fundamental, mutual fund/ETF, technical, and third-party manager analysis, and manages accounts on both discretionary and non-discretionary bases.

Barry Dampf is a financial advisor with Clear Point Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Clear Point Advisors, he worked at Aegis Capital Corp for three years. 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 employs a global asset-allocation approach with tactical adjustments and offers participant education and due diligence on private investment funds as part of its retirement plan consulting.

Jason Gladowsky is a financial advisor with The Gladowsky Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Gladowsky Capital Management Corp. since 1997. The Gladowsky Group offers wrap-fee advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm provides manager selection, asset allocation, due diligence, and reporting services, operating primarily on a non-discretionary basis while working with third-party investment managers who have trading discretion.

Michael Kerper is a financial advisor at Federal Prep Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Federal Prep since 2008, including its advisory affiliate Federal Prep Advisors, Inc. and Rainmaker Alliance LLC, of which he is the owner. He is also a licensed insurance agent and occasionally offers insurance products through his Rainmaker Alliance business. 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, and other securities while maintaining a high client-to-advisor ratio.

David Papson is a financial advisor at CDT Capital Wealth Advisory LLC with a Series 65 designation. He has held positions at Macquarie Group Limited and Fiserv, Inc., and has been involved with CDT Capital Management LLC since 2017. CDT Capital Wealth Advisory provides comprehensive investment management and financial planning services to individuals, families, and corporate entities, focusing on tailored portfolio management rather than standardized model portfolios. The firm manages assets primarily on a non-discretionary basis, using a mix of asset allocation, quantitative, and fundamental analysis with an emphasis on a long-term, tax-sensitive approach.

Anthony Della Rocca is a financial advisor with Progressive Financial Planning Services Inc. and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at LPL Financial and Cadaret, Grant & Co., Inc. Outside of finance, he owns Taylors Woodshop, a woodworking business. Progressive Financial Planning Services Inc. is an investment management firm based in Melville, NY, serving clients through a team of four advisors.

Steven Baker is a financial advisor with Investors Capital Management Inc. in Darien, CT, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with Investors Capital Management since 2012. Outside of advisory work, he is a member of several LLCs involved in personal and multifamily real estate holdings. Investors Capital Management, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management and financial guidance to individuals, families, trusts, foundations, pension plans, and charitable organizations. The firm employs a long-term, low-turnover investment approach based on fundamental research, emphasizing growth, valuation, and global trends, while tailoring portfolios to client risk tolerance and specific preferences.

Steven Brill is a ChFC®-designated financial advisor with 13 years of industry experience. He has been with Clear Point Advisors, Inc. since 1998. Clear Point Advisors provides 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 emphasizes an asset-allocation framework with global diversification, offers participant education and workshops as part of its retirement plan consulting, and conducts due diligence on unaffiliated private investment funds for qualified investors.

Bob Jahelka is a financial advisor at DSJ Wealth Management LLC with four years of industry experience. He holds the PFS™ and Series 63 designations and has been a partner at Demasco, Sena & Jahelka, LLP, an accounting firm, since 1993. DSJ Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm typically allocates client assets to independent third-party investment managers while tailoring direct advice to client risk tolerance, time horizon, and liquidity needs.

Theodore Krauss is the principal of Krauss Whiting Capital Advisors LLC in Stamford, CT, holding a Series 65 license and bringing 26 years of industry experience. He is also the managing partner and founder of Krauss Whiting CPAs LLP, a certified public accounting firm where he performs public accounting services. Krauss Whiting Capital Advisors provides individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a combination of fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence as part of its investment process.

Timothy Atkinson is a CFP® and holds a Series 63 license, serving as an advisor at Excomp Asset Management Ltd since 2000. He has 26 years of industry experience. Excomp Asset Management Ltd provides investment advisory and discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm primarily constructs portfolios using mutual funds and ETFs, managing client accounts on a discretionary basis aligned with stated objectives and utilizing institutional custody and reporting platforms.

James Webster is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Royal Alliance since 2017 and National Planning Corporation from 2003 to 2017. Outside of advising, he is president of Mid Island Tax, Inc., a company that prepares income tax returns for individuals and small businesses. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization and access to both discretionary and non-discretionary management strategies.

Brett Testerman is a CFP® professional with Excomp Asset Management Ltd, where he has worked since 2003. He is based in Melville, NY, and has 23 years of experience in the industry. Excomp Asset Management Ltd provides investment advisory and discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm primarily uses mutual funds and ETFs to construct portfolios and manages client accounts on a discretionary basis aligned with their stated objectives.