Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

David Bendix is a CFP® professional with 35 years of experience, serving as President of The Bendix Financial Group, Inc. since 1991. He holds a Series 63 license and has prior experience with Royal Alliance Associates, Inc. Bendix also operates a sole proprietorship involved in the sale of individual life and health insurance and provides individual tax preparation services as a CPA. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and employee benefit plans. The firm uses a technology-driven, individualized asset allocation approach and invests across multiple asset classes, supporting both wrap and non-wrap arrangements while leveraging third-party program managers.

Robert Levine is a financial advisor at Clear Point Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Clear Point Advisors since 2010. 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 uses an asset-allocation framework with global diversification and incorporates fundamental, technical, and cyclical analysis along with third-party research to manage client portfolios.

Richard Rizzuto is a financial advisor with Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has served as a board member of the National Investment Banking Association (NIBA) since 2017, focusing on member recruitment. 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 with both long- and short-term strategies, including options trading and short selling, and regularly monitors and rebalances client accounts.

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.

Micah Weinstein is a CFA® charterholder with four years of industry experience. He is currently an advisor at Coast Bridge Capital and has previously worked at Crestwood Advisors LLC, LPL Financial, and Incapital LLC. Weinstein also has experience in academia, including roles at the University of Miami and the Center for the Humanities. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm serves individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, offering both direct management and sub-advisory services with a focus on fundamental analysis and tactical asset allocation.

Robert Schetty is a CFP® with four years of industry experience, currently serving as a financial advisor at Castfirm Advisors LLC. Before joining Castfirm, he worked at Raymond James & Associates Inc. and JP Morgan Chase Bank, N.A. He holds a Series 66 license. Castfirm Advisors LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on equity ETFs and applying modern portfolio theory to develop policy-driven portfolios under a fiduciary standard.

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 with ARCAP Partners LLC, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Equitable Advisors, and Securities Research, Inc. of Florida. He is also a licensed insurance agent, engaging in insurance product sales alongside his advisory work. ARCAP Partners LLC provides comprehensive and modular financial planning and discretionary investment management primarily for individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach utilizing ETFs, mutual funds, and alternative vehicles, managing about $40.5 million across roughly 34 client accounts with a two-person advisory team.

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.

Ravi Malhotra is a financial advisor at Oak & Reed Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2005. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach relies on fundamental analysis complemented by technical and macroeconomic factors and includes a range of strategies from long-term holdings to active trading.

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.