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 25 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. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants. The firm emphasizes a predominantly non-discretionary approach and utilizes third-party investment managers via 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.

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.

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.

Peter Scholtz is a financial advisor at Scholtz & Company, LLC in Stamford, CT, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Scholtz & Company since 1993. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts, employing a combination of in-house fundamental research and technical analysis, with investment strategies that include Balanced, All Cap Equity, Income, Small Cap Equity, and Tactical Allocation approaches.

Ronald Robins is a financial advisor at Beacon Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2000. Outside of his advisory role, Robins is a licensed insurance agent and serves as president of Family Stewards Inc., a business related to his investment activities. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management through a multi-step planning process and employs a mix of active and passive strategies, including its own wrap fee program.

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.

Benjamin Robins is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Beacon Financial Advisors since 2015. His credentials also include the Series 63 license. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales. Beacon Financial Advisors is an independent wealth advisory firm that provides financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a multi-step planning process and combines strategic and tactical asset allocation using both active and passive managers.

Jeffrey Kinzel is a CFA® charterholder with 12 years of industry experience. He has been with CK Advisors, LLC since 2006, where he serves as one of two advisors. CK Advisors serves high-net-worth individuals, related entities, and select institutional clients, managing approximately $96.7 million in discretionary assets. The firm employs a bottom-up, fundamental value investing approach focused on company-level analysis and portfolio concentration in individual equities, complemented by fixed income and cash instruments as needed.

Nicholas Romano is a financial advisor at Eagle Wealth Advisors in Stamford, CT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Deloitte and MRD Lighting. Eagle Wealth Advisors provides investment management and financial planning services to individual, high-net-worth, and institutional clients, managing approximately $164 million across 100 accounts. The firm customizes portfolios using proprietary tools and optimization software, offering a range of strategies from asset allocation to tax-managed approaches, and includes access to outside managers and ESG-aligned options upon request.

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.