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.

James Webster is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Royal Alliance since 2017 and National Planning Corporation from 2003 to 2017. Outside of advising, he is president of Mid Island Tax, Inc., a company that prepares income tax returns for individuals and small businesses. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization and access to both discretionary and non-discretionary management strategies.

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.

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.

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.

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.

Isaac Mamaysky is a financial advisor at QuantStreet Capital with a Series 65 designation and four years of industry experience. He has concurrent roles in academia and law, including positions at PACE Law School since 2024 and Potomac Law Group, PLLC since 2019. QuantStreet Capital serves individuals, trusts, retirement plans, businesses, and charitable organizations, offering discretionary separately managed account management, financial planning, consulting, and model-portfolio subscriptions. The firm employs a quantitative asset-allocation strategy driven by a proprietary machine learning model combined with discretionary oversight, providing multi–risk-level portfolios that include ETFs, mutual funds, stocks, options, and derivatives.

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.

Buddy Levy is a financial advisor with NestEgg Advisors, Inc. in Hauppauge, NY. He holds CFP® and ChFC® designations and has 33 years of industry experience. He has worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. and has been with NestEgg Advisors since 1996, where he serves as President. NestEgg Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses a client-specific process to construct primarily long-term portfolios with mutual funds, ETFs, and individual securities, and offers education and reporting as part of its fiduciary services.

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 the principal advisor at Veneroso Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Kingsview Partners. Veneroso is also a licensed attorney who does not practice law and participates occasionally as a financial consultant in media interviews. Veneroso Wealth Management serves individuals, high-net-worth clients, businesses, and charitable organizations with asset management and financial planning services. The firm employs a diversified investment approach incorporating fundamental, technical, and portfolio theory analyses, offering both discretionary trading and flexible planning fee structures.

David Marra is a Series 65-licensed financial advisor at Markin Asset Management, LP with four years of industry experience. He has been with Markin Asset Management since 2019 and also serves as Managing Director of Arialytics, Inc., a non-investment related business. Markin Asset Management provides discretionary investment management to private funds, individual accounts, trusts, and family offices using proprietary multi-asset quantitative strategies. The firm applies systematic models and machine-learning techniques to construct diversified, ETF-based portfolios tailored to client objectives.

Richard Taylor is a financial advisor at Plan First Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at DeVere USA INC. from 2015 to 2018 before joining Plan First Wealth in 2018. Plan First Wealth serves individual clients and families, specializing in British expatriates living in the United States. The firm addresses cross-border financial issues related to UK domicility and provides investment management and financial planning services, including advisory services through the Betterment for Advisors platform.

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.

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.

Kelly Lynch is a CFP® professional with seven years at Arcadia Wealth Management and two years of industry experience. Prior to joining Arcadia, Kelly was a student for seven years. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with a long-term, low-turnover approach, emphasizing market efficiency and academic research, including factor-based tilts toward small-company and value exposures.

Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.

Michael Triebwasser is a financial advisor with Progressive Financial Planning Services Inc. in Melville, NY, holding a Series 63 designation and with 27 years of industry experience. His career includes positions at Cadaret, Grant & Co., Inc. and LPL Financial before joining Progressive Financial Planning Services. Progressive Financial Planning Services, Inc. provides financial planning and investment advice to individual clients and offers corporate financial plans. The firm emphasizes consultative planning with clients retaining control of their assets, using an hourly fee model without discretionary management or performance-based fees.

Michael Madorsky is a Series 65-registered advisor with Grant Wealth Advisors LLC in Greenwich, CT. He has one year of industry experience, including prior roles at Amberwave Capital Management and Atreaus Capital Management. His background also includes work with Orsid Realty and periods of retirement. Grant Wealth Advisors provides discretionary portfolio management and financial planning services for individual investors, focusing on both standard and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, and offers access to a broad range of asset classes such as venture capital, private placements, and options trading.

Daniel Steinberg is a financial advisor with Steinberganna Wealth Management LLC in Huntington, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include fourteen years at American Portfolios and one year at OSAIC. Steinberg is a 50% owner of a fixed insurance sales firm unrelated to securities. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans with discretionary asset management, retirement-plan education, and estate and trust administrative services. The firm manages approximately $369 million in assets for about 262 clients, using a fundamental-analysis approach and a range of investment vehicles, with portfolios reviewed annually or more frequently.