Vincent D'eletto is a financial advisor at Investment Insight Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. He has previously worked at Investment Insight Wealth Management from 2008 to 2017 and owns Clarion Inbound Marketing, LLC, a marketing consulting business based in Brightwaters, NY. Investment Insight Wealth Management is a small, owner-controlled registered investment adviser serving individual and high-net-worth clients as well as employer retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, including fiduciary services and plan reviews, with portfolios customized to client goals and incorporating strategies such as options and margin transactions.

Nathaniel Ralston is a financial advisor at Shearman, Ralston Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shearman, Ralston Inc. since 2012. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm provides discretionary and non-discretionary portfolio management and investment advice across a broad range of instruments, employing fundamental, technical, and charting analysis, with a notable emphasis on non-discretionary asset management.

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.

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.

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.

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.

Jeffrey Kinzel is a CFA® charterholder and principal at CK Advisors, LLC, with 11 years of industry experience. He has been with CK Advisors since 2006. CK Advisors provides investment supervisory services primarily to high-net-worth individuals, families, and select institutional clients, employing a bottom-up, value-oriented investment approach focused on fundamental company analysis and long-term holdings. The firm manages a concentrated portfolio with risk controls and offers both discretionary and non-discretionary portfolio management.

Richard Jack is a financial advisor at Meadowbrook Wealth Management, LLC in Garden City, NY, with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meadowbrook since 2015. In addition to his advisory role, he is a licensed insurance agent involved in life insurance and annuity sales, spending up to 30% of his time on these activities. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts, managing approximately $86.2 million across about 121 client accounts. The firm offers both discretionary and non-discretionary managed accounts and structures client portfolios according to four broad objectives, using a variety of investment methods tailored to client goals.

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.

Todd Greenberg is a CFP® with 15 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 contributes to strategic planning outside of trading hours. 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 emphasizes a long-term buy-and-hold investment approach tailored through client interviews and employs a variety of analytical methods to inform its recommendations.

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.

Matthew Kinzer is a financial advisor at Markin Asset Management, LP with five years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Markin Asset Management and its related entities since 2019. He also has a background with Bank of America Private Bank. Markin Asset Management provides discretionary investment management to private pooled funds and separately managed accounts for individuals, trusts, endowments, and family offices. The firm uses proprietary multi-asset quantitative models with artificial intelligence and machine-learning techniques to construct and regularly rebalance portfolios, serving both fund investors and individual clients.

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 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Oxford Place Investment Company and Finalis Securities LLC. He is the founder of Everbridge Merchant, a capital advisory business focused on sourcing investors for private middle market sponsors. Everbridge Advisors provides discretionary portfolio management and institutional consulting to institutional clients and high-net-worth individuals. The firm employs a combination of fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that offers funding solutions to firms seeking acquisitions or growth.

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.

Paula Oliveras is a financial advisor at ADC Wealth Management, LLC with 5 years of industry experience. She holds the Series 65 designation and has been with ADC Wealth Management since 2012. ADC Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to execute both long- and short-term trading strategies, and is notable for its use of options writing and derivatives within separately managed accounts.

Matthew Blank is a CFP® professional with 11 years of industry experience. He has served as an investment advisor representative and owner of Blank Equity Management LLC since 2010 and has worked at Lowell Road Asset Management, Inc. since 2020. Lowell Road Asset Management, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and small businesses, using a combination of fundamental, technical, and cyclical analysis. The firm offers both discretionary and non-discretionary account management and conducts public educational seminars and workshops.

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.

Jeffrey Myers is a CFP® with four years of industry experience, currently serving as an investment advisor representative at Compass Advisors. He also holds a role with Long Island Wealth Management, where he has been affiliated for over 20 years. Myers is based in Raleigh, NC. Compass Advisors is a team of five advisors offering investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios primarily made up of low-cost mutual funds and ETFs, and incorporates options strategies in managed accounts.