Brian Reddington is a financial advisor at R Squared IV with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Castleview Partners, LLC, David Lerner Associates, and New York Life Insurance Company. Outside of his advisory work, he occasionally drives for Uber after market hours. R Squared IV is an independent investment advisory firm that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth families, trusts, and small institutions. The firm employs a quantitative, systematic investment process using multi-factor models and combines trend-following and mean-reversion signals, typically executing strategies through ETFs and index mutual funds tailored to client objectives and risk tolerances.

Patrick Keane is a financial advisor at Nevis Equity Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at several firms including Bank of America and Envoy Mortgage, and is involved in entrepreneurial ventures such as co-founding a parking information app and operating a guided-tour business. He is also a licensed mortgage loan originator. Nevis Equity Advisors LLC provides discretionary investment management, wealth management, and financial planning services to individuals and high-net-worth clients. The firm’s investment process is based on fundamental analysis with a long-term focus, incorporating individual stocks, bonds, alternative investments, and cryptocurrency when appropriate, and frequently selects and oversees unaffiliated independent managers as part of its strategy.

Vincent Travagliato is a financial advisor with WealthWise, LLC, an independent firm based in Mount Kisco, NY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. In addition to his advisory role, he practices as a trust and estate lawyer. WealthWise, LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, focusing on long-term trading strategies supported by charting, fundamental, and technical analysis. The firm prepares written Investment Policy Statements and conducts regular reviews without discretionary trading authority.

Tsemach Mishal is the sole advisor at Tam Capital Management Inc, holding a Series 65 designation with six years of industry experience. He has been with Tam Capital Management since 2010. Tam Capital Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, corporate, and institutional clients. The firm employs an aggressive, trading-oriented approach using equities, ETFs, options, derivatives, and leverage within separately managed accounts.

Gregory Prato is a financial advisor at Prato Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Outside of his advisory role, he is involved in commercial real estate and aviation holding companies. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm uses an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers portfolio management through both traditional advisory and wrap fee programs.

Jay Furst is a financial advisor at Forteris Wealth Management, Inc. with 4 years of industry experience. He holds a Series 63 designation and has been with Forteris Wealth Management since 1993. Forteris Wealth Management, Inc. is an SEC-registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $179.6 million in assets, employs customized portfolios including equities, fixed income, mutual funds, ETFs, and derivatives, and offers ongoing portfolio monitoring with regular reviews.

Avraham Ziv is a financial advisor at Dorado Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Western International Securities, Inc., Northeast Asset Management LLC, and Northeast Securities, LLC. He also serves as a non-variable insurance agent. Dorado Wealth Management LLC provides portfolio management and advisory services to individuals, corporations, and 401(k) participants, with plans to expand to pension funds, financial institutions, and charitable organizations. The firm primarily manages assets on a non-discretionary basis and utilizes third-party investment managers on the Schwab platform.

Jacob Hadad is a Series 65 licensed financial advisor with Wesfair Advisory Group, Inc. in Chappaqua, NY, with five years of industry experience. Prior to his current role, he spent five years at Apollo Global Management, LLC. He is also President of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and serves as Vice President and co-owner of Wesfair Agency, Inc., a licensed insurance agency. Wesfair Advisory Group, Inc. offers portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term trading approach based on a combination of charting, fundamental, modern portfolio theory, quantitative, and technical analysis, primarily operating on a non-discretionary basis.

Carol Mammone Desimone is a financial advisor at Abbondandolo Wealth Management Corp with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abbondandolo & Co since 2006. Desimone is also a Certified Public Accountant and occasionally provides clients with advice or products from her accounting practice. Abbondandolo Wealth Management Corp offers fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm follows a strategic asset-allocation approach using the SEI investment platform, emphasizing diversification and disciplined rebalancing.

Francis Brown is a CFP® and ChFC® with 32 years of industry experience. He is currently with Abundant Wealth Management LLC, where he has worked since 2018. Prior to this, he held roles at TLG Advisors, Inc., The Smith Company, Inc., and The Leaders Group Inc. Outside of his advisory work, he serves as President and Founding Partner of Abundant Insurance Services and also provides individual tax preparation services. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes Modern Portfolio Theory and long-term investing, offering comprehensive financial plans and a bi-weekly newsletter, “Advisor Stream,” as part of its client services.

Peter Debuona is a financial advisor with Buckram Securities Ltd in Locust Valley, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Buckram Securities since 2003. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, IRAs, SEP accounts, self-employed 401(k) plans, and trusts, managing approximately $92.7 million across 133 accounts. The firm provides discretionary portfolio management through its Buckram Wealth Management wrap fee program, using fundamental and technical analysis alongside third-party research to tailor equity, balanced, and fixed-income portfolios to client goals and risk tolerance.

Gregory Werlinich is the sole advisor at Werlinich Asset Management, L.L.C. and holds a Series 65 designation with three years of industry experience. He has led Werlinich Asset Management since 1997. The firm provides discretionary investment management primarily to individuals, personal trusts, and charitable foundations, offering financial planning services that include income and estate tax planning, retirement and college planning, and insurance analysis. It serves both high-net-worth and non-HNW clients, employing a top-down sector-rotation investment strategy focused on individual equities and select ETFs, with an emphasis on tax efficiency and personalized investment policies.

Sean Gelston is a CFA® charterholder with nine years of industry experience. He has worked at VII Capital Management LLC since 2014 and previously was employed by Tongore Management LLC from 2015 to 2019. VII Capital Management LLC manages discretionary equity portfolios for individuals, trusts, estates, and taxable business entities, while also advising a pooled investment vehicle. The firm employs a fundamental, bottom-up investment approach focused on publicly traded common stocks, offering standardized and customized portfolios with options for performance-based fees and the use of leverage and short selling.

Peter Yam is a financial advisor at Pension Maxima Investment Advisory, Inc. with two years of industry experience. He previously worked at OCBC Bank for eight years and was retired for three years before joining his current firm. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm provides pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, focusing mainly on non-discretionary advisory services and educational workshops for retirement plan participants.

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.

Elliot Turner is a financial advisor at RGA Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with RGA Investment Advisors since 2012. RGA Investment Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment process incorporating fundamental, technical, and cyclical analysis, managing portfolios that include individual equities, mutual funds, ETFs, bonds, and affiliated private placements.

Seth Varnhagen is a financial advisor at Fifth Set Private Wealth Management LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at North Castle Advisors, LLC for 17 years. Outside of his advisory role, he serves as the sole trustee for a family testamentary trust. Fifth Set Private Wealth Management LLC is an independent advisory firm that provides portfolio management, financial planning, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and regular portfolio reviews.

David Winer is a financial advisor at Calm River Capital LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Access Wealth Management and Silver Pine Capital, LLC. Outside of his advisory role, he serves as adjunct faculty at Boston University’s Questrom School of Business. Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high-net-worth clients, focusing on equities and ETFs implemented primarily through a covered-call option strategy. The firm tailors portfolios to clients’ goals, risk tolerance, and time horizon, employing a variety of analytic methods and trading strategies.

Jason Dos Santos is a financial advisor at Milagre Wealth Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include work at the Virtual Civilization Initiative and Marist College. Milagre Wealth Management offers fee-based investment management and financial planning services to individuals, trusts, and estates. The firm employs a range of analytical methods and trading strategies, tailoring portfolios based on client risk profiles while managing a large client base from multiple offices.

Gary Reetz is a financial advisor at One Oak Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Regis Advisors for 17 years and Fox Chase Capital Partners for over two decades. One Oak Capital Management provides discretionary portfolio management primarily to high-net-worth and individual clients, as well as pooled investment vehicles and private funds. The firm focuses on fixed-income strategies, including investment-grade corporate and municipal bonds, and operates multi-strategy funds with delegated trading authority under a first-loss framework.