Bob Jahelka is a financial advisor at DSJ Wealth Management LLC with four years of industry experience. He holds the PFS™ and Series 63 designations and has been a partner at Demasco, Sena & Jahelka, LLP, an accounting firm, since 1993. DSJ Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm typically allocates client assets to independent third-party investment managers while tailoring direct advice to client risk tolerance, time horizon, and liquidity needs.

Cynthia Barry is a Series 65-licensed financial advisor at Sheehan Financial Advisors, LLC with 4 years of industry experience. She is also a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where she provides accounting, auditing, and tax services. Sheehan Financial Advisors primarily serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and businesses. The firm offers comprehensive financial planning and insurance placement, providing written plans on estate, retirement, employee benefits, business succession, education funding, and asset allocation while referring clients to third-party investment advisors for portfolio implementation.

Timothy Atkinson is a CFP® credentialed advisor with Excomp Asset Management Ltd, where he has worked since 2000. He holds a Series 63 license and is based in Melville, NY. Atkinson has 26 years of industry experience. Excomp Asset Management, Ltd provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes portfolios tailored to client objectives and uses mutual funds, ETFs, and third-party manager selections in its investment approach.

William Koehler is a financial advisor at Koehler Asset Management with 11 years of industry experience. He previously worked for Kingsview Partners LLC and Kingsview Wealth Management LLC from 2016 to 2026. He holds the Series 66 designation. Koehler Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a variety of investment methods and offers services including pension consulting, financial planning, and the selection of third-party advisers.

Brett Testerman is a CFP® professional with 23 years of experience at Excomp Asset Management Ltd, where he has worked since 2003. He is based in Melville, NY. Excomp Asset Management provides discretionary investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm focuses on implementing client portfolios primarily through mutual funds and exchange-traded funds, guided by each client’s investment objectives and supported by publicly available research and third-party manager selections.

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.

John Defalco is a PFS™ credentialed advisor at Sheehan Financial Advisors, LLC with four years of industry experience. He is also a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where he provides tax services. Sheehan Financial Advisors primarily serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and businesses. The firm offers comprehensive financial planning, insurance placement, and referrals to third-party investment advisory programs, focusing on constructing model asset allocations and coordinating tax and financial planning through its affiliation with a public accounting practice.

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.

Kevin Hughes is a Series 63 licensed financial advisor with 29 years of industry experience. He has been with American Wealth Administration Group LLC since 2016 and briefly worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Hughes serves as a trustee for Butterfield Library/Westminster Institute and is a board member of the Westminster Development Review Board in Vermont. 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 tactical overlay, emphasizing capital preservation and excluding options, margin, private equity, and cryptocurrency from its strategies.

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.