Tom Homestead is a financial advisor at Merkkuri Wealth Advisors LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Guardian Life and Kestra Financial, Inc. Homestead also provides services as an independent contractor for Pareshah Partners and offers recommendations on property and casualty insurance and Medicare supplement plans. Merkkuri Wealth Advisors LLC delivers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary portfolios, often employing sub-advisers, and offers a wrap-fee program that combines securities transaction costs into a single fee.

Francis Brown is a CFP® and ChFC® with 31 years of industry experience. He is currently with Abundant Wealth Management LLC, where he has worked since 2018. His prior roles include positions at TLG Advisors, Inc., The Smith Company, Inc., and The Leaders Group Inc. Outside of advisory work, he is president and founding partner of Abundant Insurance Services and also provides individual tax preparation services. Abundant Wealth Management LLC offers portfolio management and financial planning primarily for individuals and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and provides customized recommendations aligned with clients’ goals and risk tolerance.

Daniel Hickey is a financial advisor at Shelter Rock Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Shelter Rock, he worked at Dl Real Estate Advisors, LLC and Houlihan Lawrence, where he has also been an independent licensed real estate salesperson since 2015. 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, offering discretionary and non-discretionary portfolio management across defined strategies and customized accounts, with a focus on goal-based planning and documented performance reporting.

Shamik Shah is a financial advisor at Merkkuri Wealth Advisors LLC with a Series 65 credential. He has experience working with Integrity Alliance and Merkkuri Wealth Advisors since 2022. Prior to his advisory roles, he held various positions including roles at Hunter College and The Coder School. Merkkuri Wealth Advisors LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm typically manages discretionary portfolios using diversified allocations and acts as a fiduciary while offering specialized retirement plan advisory services.

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

Alexander Steinberg is a financial advisor with Safe Harbor Asset Management, Inc., holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Kensington Company & Associates, Great Point Capital, LLC, and Axiom Capital Management, Inc. Outside of advising, he is the owner and managing broker of Proper Foundations, LLC, a real estate brokerage. Safe Harbor Asset Management provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a quantitative, drawdown-focused investment approach with diversified portfolios that combine passive ETFs, tactically risk-managed strategies, and specialized funds.

David Bendix is a CFP® professional with 35 years of experience, serving as President of The Bendix Financial Group, Inc. since 1991. He holds a Series 63 license and has prior experience with Royal Alliance Associates, Inc. Bendix also operates a sole proprietorship involved in the sale of individual life and health insurance and provides individual tax preparation services as a CPA. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and employee benefit plans. The firm uses a technology-driven, individualized asset allocation approach and invests across multiple asset classes, supporting both wrap and non-wrap arrangements while leveraging third-party program managers.

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.

Robert Levine is a financial advisor at Clear Point Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Clear Point Advisors since 2010. Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses an asset-allocation framework with global diversification and incorporates fundamental, technical, and cyclical analysis along with third-party research to manage client portfolios.

John Knox is a financial advisor at Jadwin Asset Management LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Jadwin Asset Management since 2020, following roles at tru Independence Asset Management and Bessemer Investor Services, Inc. Jadwin Asset Management is a single-advisor independent investment adviser managing approximately $49.3 million across 23 client relationships. The firm provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, utilizing both fundamental and technical analysis primarily through direct securities and ETF allocations.

Sean Gelston is a CFA® charterholder with nine years of industry experience. He has been with VII Capital Management LLC since 2014 and previously worked at Tongore Management LLC from 2015 to 2019. VII Capital Management LLC manages equity portfolios for individual and corporate clients through separately managed accounts and pooled investment funds. The firm employs a bottom-up fundamental analysis approach focused on publicly traded common stocks and offers three standardized, equity-focused portfolio styles tailored to client objectives and risk tolerance.

Richard Rizzuto is a financial advisor with Craft Wealth Management LLC in Garden City, NY, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has served as a board member of the National Investment Banking Association (NIBA) since 2017, focusing on member recruitment. 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 and short selling, and regularly monitors and rebalances client accounts.

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 one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of Old Bridge Capital Advisors, which focuses on accounting, reporting, and alternative investments for single and multi-family offices. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm uses multiple analysis methods and employs a range of strategies, including alternative investments and trading techniques, while managing accounts on a discretionary basis.

James Rudolph is a financial advisor at Castfirm Advisors LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities, JPMorgan Chase Bank, CitiBank, and U.S. Trust, Bank of America. In addition to his advisory role, he maintains an active law practice. Castfirm Advisors LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on equity ETFs and constructing policy-driven portfolios using modern portfolio theory and long-term trading.

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.

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.

Robert Schetty is a CFP® with four years of industry experience, currently serving as a financial advisor at Castfirm Advisors LLC. Before joining Castfirm, he worked at Raymond James & Associates Inc. and JP Morgan Chase Bank, N.A. He holds a Series 66 license. Castfirm Advisors LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on equity ETFs and applying modern portfolio theory to develop policy-driven portfolios under a fiduciary standard.

Gary Reetz is a financial advisor at One Oak Capital Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at One Oak since 2020. Prior to that, he spent 17 years at Regis Advisors and has been affiliated with Fox Chase Capital Partners since 2000. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolios, utilizing multiple fund structures and third-party manager allocations.

Andrew Cosgrove is a CFA® charterholder with 18 years of experience in financial advising. He has been with Bluestone Financial Advisors, LLC since 2007 and is also associated with Bluestone Life Insurance Company. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management through project-based or ongoing retainer arrangements, with a focus on long-term strategy and complex asset advisory.