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.

Zella Fisher is affiliated with Aldebaran Capital and holds a Series 65 credential. She has no prior experience as a financial advisor and previously worked for Macmillan Publishers for ten years. Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients, as well as retirement-plan advisory services to qualified plans under a limited-scope ERISA 3(21) fiduciary arrangement. The firm uses a combination of fundamental, technical, and charting analysis to manage accounts on a discretionary basis, offering strategies such as option writing and active trading.

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.

Rosemarie Marino is a financial advisor with Hemisphere Partners LLC in New York, NY. She holds the Series 63 designation and has five years of industry experience. Marino has been with Hemisphere Partners, a small firm with two principals, since 2005. Hemisphere Partners primarily serves high net worth individuals and their estate-planning entities, offering investment advice, portfolio management, and consulting. The firm uses a tailored, diversified approach with an emphasis on manager due diligence and employs a range of investment vehicles including mutual funds, ETFs, private funds, and UCITS.

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 with Everbridge Advisors in Rockville Centre, NY. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Finalis Securities LLC, Everbridge Capital, and Oxford Place Investment Company. Outside of his advisory duties, he is the founder of Everbridge Merchant, a capital-raising and advisory 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 consulting. The firm integrates fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that provides funding solutions for acquisitions and growth.

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.

William Bradford is a CFA® charterholder with four years of industry experience. He has been with Garrison Bradford & Associates Inc. since 1985. Garrison Bradford & Associates Inc. is an SEC-registered, fee-based investment adviser managing approximately $135 million in assets. The firm provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships, employing a long-term, fundamentally driven growth investment approach that emphasizes companies with consistent sales and earnings growth and economic moats.

Nainesh Shah is a CFA® charterholder with six years of industry experience and is currently affiliated with Complete Advisors in Valley Stream, NY. He has previously worked at Unified Financial Securities, LLC and spent 25 years at The Roosevelt Investment Group. Complete Advisors serves individual investors, trust and estate clients, qualified retirement plans, and small businesses with fee-based, discretionary portfolio management, financial planning, and non-investment business consulting. The firm focuses on a strategic, long-term approach to portfolio construction and retirement-plan fiduciary services while integrating traditional wealth management with business consulting offerings.

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.

Zoe Vlachos is a financial advisor at Adalta Capital Management LLC with five years of industry experience. She has been with Adalta since 2016. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, following a long-only, value-based investment discipline focused on financially strong companies.

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 with Acorn Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Spartan Capital Securities, LLC, Acorn Capital Partners, and owning an accounting services firm, Seymour Associates PA. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, institutional entities, charitable organizations, and corporations. The firm employs a combination of fundamental and technical investment methods, including market-timing strategies, with a focus on small and micro-cap equities and offers performance-based as well as asset-based fee arrangements.

Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cicero Therapies/Forge Equity Partners, Co. and E*TRADE Professional Trading, LLC. Target Rock Wealth Management provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, with a focus on passive portfolio construction supplemented by fundamental analysis. The firm manages approximately $94 million in client assets and offers tailored programs, including services for medical professionals.

Douglas Castro is a financial advisor at ADC Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with ADC Wealth Management and Charles Schwab & Co., Inc. for over a decade. ADC Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of analytical techniques and options-writing strategies within mostly non-discretionary accounts, managing approximately $206 million in assets across about 90 client relationships.

Boris Khaim is a financial advisor at Clutch Capital Management, LLC in Forest Hills, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clutch Capital Management since 2010. 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 employs a top-down investment approach focused on diversification, risk management, and tailored portfolios according to clients’ risk tolerance and investment objectives.