Mark Dorfman is a financial advisor at Nosuris, Inc. with 40 years of industry experience. He holds the ChFC® designation and has worked at several firms including Oberlander Dorfman Inc. since 1988 and APW Capital, Inc. since 2009. Outside of advisory services, he serves as a continuing education instructor and exam proctor for insurance professionals and is involved in insurance wholesale brokerage. Nosuris, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension plans, managing approximately $95 million in assets. The firm offers personalized portfolio management and financial planning, incorporating strategies that include customized portfolios, third-party managers, SRI/ESG considerations, and cryptocurrency exposure.

Ethan Davidov is a financial advisor at Davidov Wealth Group, LLC with one year of industry experience and a Series 65 credential. He has prior experience operating Davidov Financial Coaching, LLC and Davidov Law / Davidov Financial, with a combined six years in related roles. Ethan also has a background in education and law spanning ten years. Davidov Wealth Group, LLC manages approximately $174 million in discretionary assets and serves individual, high-net-worth, and pension clients. The firm offers ongoing discretionary portfolio management and hourly financial planning, using fundamental analysis and a mix of mutual funds, equities, bonds, ETFs, and government securities to implement client portfolios.

Tanya Frias is a Certified Financial Planner® with 24 years of industry experience, currently with Wealth More Enterprise, Inc. She has held roles at firms including J.P. Morgan Securities, Wells Fargo Advisors, and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she is involved with Andwise, providing financial education, and advises on business and compliance strategy for Quantitative Finance. Wealth More Enterprise offers investment advisory and financial planning services through a mobile-first platform, combining algorithmic account management with discretionary human oversight. The firm serves individual clients using proprietary risk scoring and multiple model portfolios, facilitating client engagement via digital communication alongside expert consultations.

Andrew Kutz is a CFP® professional with over 30 years of experience at Kutz and Company Inc. He serves as president and CPA of Kutz & Kutz CPA's P.C., a non-investment related accounting firm based in Great Neck, NY. Kutz and Company Inc. provides tax and accounting services alongside personal financial planning and discretionary asset management to individuals, executives, trusts, and high net worth clients. The firm integrates its active tax and accounting practice with advisory services, developing client-specific written plans and managing portfolios primarily composed of no-load mutual funds and ETFs.

Jerald Wank is a financial advisor with Wank & Liptzin Advisory Services LLC, holding 28 years of experience at the firm and five years of industry experience overall. He is also a partner in Wank & Liptzin LLP, a CPA firm specializing in tax and accounting services. Wank & Liptzin Advisory Services LLC provides investment advisory and financial planning to individuals, families, trusts, and estates, primarily serving middle-class and affluent households. The firm uses an asset-allocation approach with a buy-and-hold strategy and integrates accounting, tax, and insurance services through its affiliations.

Chaim Deutsch is a CFP® professional with five years at Oak Private Wealth LLC and a total of three years in the financial advisory industry. He previously worked at SimkowitzCo LLC and owns Deutsch Tax Advisory, which he operates alongside his advisory activities. He is licensed to sell and advise on life and health insurance in New York and New Jersey. Oak Private Wealth LLC provides wealth management and financial planning services to individual and institutional clients, including pension plans and charitable organizations. The firm combines tax-aware financial planning with portfolio management using both passive and active strategies and coordinates its services with a separate tax advisory practice owned by the principal.

Evan Levine is a financial advisor at Complete Advisors with 4 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he operated under CompleteAdvisors from 2009 to 2020. Outside of advising, he also works as a group insurance broker. Complete Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and qualified retirement-plan consulting. The firm employs a strategic, long-term investment approach and offers a mix of fiduciary services and business consulting.

David Siegfried is a CFP® professional with 4 years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. in Farmingdale, NY, where he has worked since 2015. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs both fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities, complemented by cost-controlled index mutual funds and ETFs, and offers integrated accounting and tax preparation services through its affiliated accounting practice.

Corey Peterson is a CFP® professional with 15 years of experience in financial advisory. He has worked at Great Hill Advisory since 2016 and previously at Lenox Advisors. Based in Port Washington, NY, he holds Series 63 and Series 66 licenses. Great Hill Advisory serves individual, high-net-worth clients, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and third-party money manager referrals. The firm emphasizes a primarily passive investment approach using index funds and ETFs, integrates income tax preparation into its wealth management services, and offers educational seminars and workshops.

Barry Kiront is a financial advisor at Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Craft Wealth Management since 2015 and is also involved with related entities including Craft Asset Holdings LLC and Advanced Capital Management LLC. Outside of advisory roles, Kiront serves as Vice President and backup administrator for Jobast Holding Inc., a non-investment related entity. 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, short selling, and margin, and manages approximately $9.18 million in assets across about 58 client relationships.

Mario Veneroso is a financial advisor at Veneroso Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Kingsview Partners LLC, Wells Fargo Advisors, and Merrill. Veneroso is also an attorney and serves as a chief financial consultant, providing market commentary on occasion. Veneroso Wealth Management serves individuals, high-net-worth clients, businesses, and charitable organizations by offering asset management alongside financial planning and consulting services. The firm combines multiple analytical methods in its investment approach and provides portfolio management for both individual and institutional clients, with financial planning offered on an hourly or fixed-fee basis.

Kimberly Gilgeours is a financial advisor at The World Changers Investments, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Benefit Mall. Kimberly has been involved with Butterfly Focus Public Speak, a public speaking initiative, from 2020 to 2023. The World Changers Investments, LLC offers investment management and sub-advisory services to individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm focuses on third-party money manager selection and portfolio management through co-advisory agreements, providing non-discretionary advisory services where clients retain authority over investment decisions.

Joseph Downey is a CFP® and ChFC® with 27 years of experience in financial advisory services. He has been with Private Client Asset Management, Inc. since 2008 and has prior experience at American Portfolios Financial Services, Inc. and Annuity Express Brokerage. In addition to his advisory work, he provides tax preparation services and sells fixed annuities and insurance products. Private Client Asset Management, Inc. offers fee-based investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, businesses, and pension plans. The firm uses a tactical asset allocation strategy focused on risk reduction and performance improvement, combining fundamental and quantitative analysis, with an emphasis on long-term, buy-and-hold positions augmented by rebalancing and tactical overlays.

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.

Brian Plunkett is a CFP® with five years of experience at Semper Financial and over 30 years as a CPA through his own tax and accounting practice. He has worked at Semper Financial Advisors since 2011 and maintains an independent CPA firm providing tax preparation and accounting services. Plunkett is also a licensed insurance agent selling term and long-term care insurance. Semper Financial Advisors is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management focused on diversified, buy-and-hold strategies using mutual funds and ETFs. The firm integrates tax and accounting services through a related CPA practice owned by one of its principals.

Michael Davidov is a CFP® professional with five years of experience in financial advising. He is currently with Davidov Wealth Group, LLC and has held roles at Covey Sandler 26, LLC, where he manages asset management and capital raising activities. In addition to financial advising, he is actively involved in legal and insurance businesses as a licensed attorney and insurance agent, and he manages a real estate brokerage. Davidov Wealth Group, LLC serves individual and high-net-worth clients as well as pension plans, providing discretionary portfolio management and hourly financial planning. The firm employs fundamental analysis and both long- and short-term trading strategies, primarily investing in mutual funds, equities, bonds, ETFs, and government securities.

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.

Shimon Willig is a financial advisor at MWM Group LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and MiR Jerusalem. Willig is also a licensed fixed insurance broker. MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations, managing approximately $431 million in discretionary assets through proprietary asset-allocation models and a variety of managed account strategies.

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.