Jason Nardis is a financial advisor at Old Bridge Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has held business roles in areas including accounting, reporting, and alternative investments through his ownership of Old Bridge Capital Advisors LLC. Outside of his advisory work, he is involved with ventures such as Stronzi Bagels and Soul Brewery. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management services to individuals and business entities, including high-net-worth clients, without an account minimum. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with modern portfolio theory and employs a range of strategies and vehicles across both long-term and active management.

James Rudolph is a financial advisor at Castfirm Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, CitiBank, and U.S. Trust, Bank of America. Outside of his advisory role, he maintains a law practice. Castfirm Advisors LLC provides discretionary portfolio management and one-time financial planning services to individual and high-net-worth clients, focusing on diversified portfolios built around equity ETFs, mutual funds, and fixed income with a long-term investment horizon.

Andrew Cosgrove is a CFA® charterholder with 19 years of industry experience. He is affiliated with Bluestone Financial Advisors, LLC, where he has worked since 2007, and also with Bluestone Life Insurance Company since 2015. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management services focused on long-term strategy, capital allocation, and risk management, often working with complex assets and utilizing a fixed-fee pricing model.

Thomas Horan is a financial advisor at Acorn Capital Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Acorn Capital Partners since 2013. Outside of his advisory role, he serves as CEO, director, and shareholder of Cell Call, LLC, a smartphone app development company. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, institutional entities, charitable organizations, and corporations. The firm employs a combination of fundamental and technical methods, including market-timing strategies, and manages portfolios with a focus on small and micro-cap equities, utilizing various techniques such as derivatives and options where appropriate.

Eric Dieckhoff is a financial advisor at ARCAP Partners LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Equitable Advisors, LLC, and Securities Research, Inc. of Florida. In addition to his advisory role, Dieckhoff is a licensed insurance agent. ARCAP Partners LLC provides comprehensive and modular financial planning and discretionary investment management primarily to individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach using a range of investment vehicles and makes discretionary investment decisions tailored to client objectives and risk tolerances.

Seiichi Shinomiya is a financial advisor at Dorado Wealth Management LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Western International Securities, Inc. and Citigroup Global Markets Inc. since 2016. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds, financial institutions, and charitable organizations. The firm emphasizes a predominantly non-discretionary asset management approach and frequently utilizes third-party investment managers on the Schwab platform.

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.

Vincent Difusco is a financial advisor at Tublin - DiFusco Advisors Inc. with 15 years at the firm and five years of industry experience. The firm provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and small businesses. TDAI uses fundamental analysis and incorporates asset allocation, tax considerations, and economic outlooks in managing approximately $131.8 million for about 129 clients.

John Trotta is a financial advisor at Financial Advisor Network, Inc. with four years of industry experience. He holds a Series 63 designation and works alongside one other advisor at the firm. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold strategy focused on individual equities while incorporating no-load, no-transaction-fee index funds and ETFs to manage costs, and also offers tax preparation and accounting services through an affiliated practice.

Marc Segelnick is a financial advisor at Clutch Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bseed Investment Group from 2018 to 2021. Segelnick has been with Clutch Capital Management since 2013. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning. The firm uses a top-down investment approach with an emphasis on diversification and risk management, and it accepts client-imposed investment restrictions.

Jonathan Lifschutz is a CFP® with 40 years of industry experience. He is a principal at American Wealth Administration Group LLC, where he has worked since 2016, and also has a background with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance sales related to investments. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a focus on capital preservation and utilizes a tactical overlay in portfolio construction, avoiding the use of options, margin, private equity, and cryptocurrencies.

Stephen Kiront is a financial advisor at Craft Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Craft Wealth Management since 2015. Kiront also serves as president and co-owner of a non-investment administrative company, Jobast Holding Inc. Craft Wealth Management provides discretionary and non-discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term strategies, including options trading, short selling, and margin when appropriate.

Douglas Mollin is a CFP® and holds a Series 63 license, serving as the sole advisor at Enright, Mollin, Cascio & Ramusevic, Inc. He has worked at the firm since 1993, totaling 33 years of experience. In addition to his advisory role, the firm principals maintain ownership in an affiliated tax and accounting practice, providing some clients with access to both investment and tax services. Enright, Mollin, Cascio & Ramusevic, Inc. offers personalized investment supervisory services and financial consultations to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a global balanced allocation strategy emphasizing mutual funds and ETFs across asset classes, focusing on risk control through asset allocation and diversification.

Jeff Ho is a financial advisor with Generation Wealth Management in New York City. He holds a Series 65 designation and has nine years of industry experience. Ho has been a sole proprietor since 2017 and has worked at Generation Wealth Management since 2016. He also serves as an insurance agent in a separate business activity. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both one-time and ongoing planning, including retirement plan consulting and public seminars.

Richard Jack is a financial advisor with Meadowbrook Wealth Management, LLC in Garden City, NY. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining Meadowbrook in 2015, he worked at Raymond James Financial for one year. Since 2021, Jack has also worked as an insurance agent, focusing on life insurance and annuities. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts. The firm utilizes customized asset allocation and a variety of techniques to tailor strategies across different investment objectives, typically managing accounts on a discretionary basis with quarterly reviews.

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.

Todd Greenberg is a CFP® with 16 years of industry experience, currently serving as an advisor at Blank Equity Management LLC. He has worked at Lowell Road Asset Management, Inc. since 2012 and is a principal at Bridgeway Legal Funding, where he is involved in strategic planning. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term buy-and-hold investment approach supported by fundamental, technical, charting, and cyclical analysis.

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.

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.

Ryan Mcdermott is a financial advisor at Everbridge Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Finalis Securities LLC and Oxford Place Investment Company. He is the founder of Everbridge Merchant, an advisory and capital raising business focused on private middle market sponsors. Everbridge Advisors is a registered investment adviser serving institutional clients and high-net-worth individuals with discretionary portfolio management and institutional consulting. The firm combines fundamental, technical, and cyclical analysis, employing active trading strategies while also operating an affiliated capital-funding business that provides financing solutions beyond traditional pooled-vehicle management.