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.

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 the Series 63 and Series 66 designations and previously worked at Merrill for six years. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses with comprehensive portfolio and asset management, financial planning, and pension consulting services. The firm emphasizes fundamental analysis supplemented by technical and macro/cyclical factors and is notable for its work with employer-sponsored retirement plans under ERISA.

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.

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.

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.

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.

Nainesh Shah is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Complete Advisors. He previously worked at Unified Financial Securities, LLC and spent 25 years at The Roosevelt Investment Group. Complete Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic, long-term investment approach and combines fiduciary responsibilities with business consulting services.

Steven Florio is a financial advisor with The Florio Wealth Management Group in Westbury, NY. He holds the ChFC® and Series 63 designations and has 13 years of industry experience. Prior to his current role, he worked nine years at Mass Mutual Investors Services and has been associated with MassMutual Life Insurance Company since 2012. In addition to advisory services, he is also active as an agent in life, health, group life, and group health insurance. The Florio Wealth Management Group provides pension consulting and financial planning services, primarily serving institutional and retirement-plan clients through referrals to third-party registered investment advisers. The firm focuses on retirement-plan fiduciary services under ERISA Section 3(38) and offers fee-based planning and consulting arrangements rather than relying mainly on asset-based fees.

Zechariah Zahler is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has managed several real estate investment entities and owns a hardware store in Brooklyn, New York. His prior business activities include leadership roles in investment-related firms and operating a non-investment retail business. Creative Capital provides discretionary, fee-based portfolio management services primarily to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy using equities, options, and real estate partnership interests tailored to client objectives.

Yevgeniy Falkovich is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Vilga Financial Planning LLC, where he has worked since 2023. Prior to that, he was employed at BMO Capital Markets Corp. and KGS Alpha Capital Markets, L.P. Vilga Financial Planning LLC offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, with investment management provided alongside ongoing comprehensive planning.

Matthew Seymour is a financial advisor at Acorn Capital Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC and Acorn Capital Partners. Outside of financial advising, he owns an accounting services firm, Seymour Associates PA. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals and institutional entities. The firm combines fundamental and technical methods, including market-timing strategies, and offers a distinctive subscription research platform that publishes market commentary and trade ideas.