Leonardo Brenes is affiliated with One Oak Capital Management, LLC and holds a Series 65 license. He has 24 years of experience at Michael DeRosa Accounting. One Oak Capital Management provides discretionary portfolio management to high-net-worth and individual clients, pooled investment vehicles, and private funds. The firm focuses on fixed-income strategies with investment-grade corporate and municipal bonds and operates a Multi-Strategy Fund that allocates to various liquid strategies while utilizing sub-advisers under a first-loss framework.

Kerri Chiodo is a financial advisor at Elevation Wealth Partners LLC with 16 years of industry experience. She has held Series 63, 65, and 66 designations and previously worked at Merrill from 2017 to 2023 and Backflow Corp of NY from 2003 to 2017. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm manages approximately $219.6 million in assets and employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs along with individual stocks, bonds, and alternative investments.

Matthew Blank is a CFP® professional with 11 years of industry experience. He has served as an investment advisor representative and owner of Blank Equity Management LLC since 2010 and has worked at Lowell Road Asset Management, Inc. since 2020. Lowell Road Asset Management, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and small businesses, using a combination of fundamental, technical, and cyclical analysis. The firm offers both discretionary and non-discretionary account management and conducts public educational seminars and workshops.

Yehoshua Sternbach is a ChFC® credentialed financial advisor with nine years of industry experience. He is the principal of Yields For You, LLC and also holds roles at Teucrium Investment Advisors LLC and Yields for You Fund Management, Inc., where he provides marketing and consulting services to ETFs and money managers. Sternbach has experience subcontracting as a CTO for advisory platforms. Yields For You, LLC is an independent investment adviser managing approximately $10.8 million for individual and institutional clients. The firm provides investment management, financial planning, group coaching, and educational seminars, using a combination of passive and active strategies tailored to client goals and risk tolerance.

Jay Mc Neill is a CFP® with five years of experience at Main Street Financial and over nine years as Managing Member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. He also worked for five years at ATS Advisors, a certified public accounting firm. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million across about 98 clients, using customized asset allocations and portfolio strategies that combine fundamental and technical analysis with a long-term focus while allowing tactical adjustments.

Robert Schaefer Sr. is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization. Buckram Securities Ltd provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm offers discretionary portfolio management through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency functions.

Patricia Cocozza is an advisor with First Financial Services in Hauppauge, NY, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked at First Financial Services since 1988 and previously spent 14 years at National Planning Corporation. Outside of her advisory role, she provides bookkeeping and tax preparation services through her own businesses and acts as a notary public. First Financial Services specializes in pension consulting for retirement, profit-sharing, and 401(k) plans, as well as financial planning and consulting for individuals and plan sponsors. The firm focuses on non-discretionary advisory services including asset allocation frameworks, investment review, and participant education, while acknowledging fiduciary duties under ERISA.

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.

Giovanni Treglia is a financial advisor at Old Bridge Wealth, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management and Axa Advisors. Outside of his advisory role, he serves as an officer for the nonprofit Kick Start a Cure. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals and business entities without account minimums. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage portfolios across various asset classes and strategies.

Chintu Pandya is a CFP® professional at Generation Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Stony Brook University and held positions at Amazon Rep Services and Thomson Reuters over a 24-year period. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, as well as services to businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers a range of services including retirement plan consulting, a wrap-fee program, and public seminars.

Kevin Hegarty is a financial advisor at Hegarty Advisors, LLC in Garden City, NY, with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Securities LLC for three years before founding Hegarty Advisors in 2019. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm focuses on passive, asset-class-based portfolios using index mutual funds and ETFs, emphasizing low turnover and tax efficiency, and manages approximately $171 million across just over one hundred client relationships.

Barry Dampf is a financial advisor with Clear Point Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Clear Point Advisors, he worked at Aegis Capital Corp for three years. 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 employs a global asset-allocation approach with tactical adjustments and offers participant education and due diligence on private investment funds as part of its retirement plan consulting.

Douglas Johnston is a financial advisor at Blank Equity Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches an undergraduate economics course at Nassau Community College. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally follows a long-term buy-and-hold investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis methods.

Patricia Mcdonnell is a Series 65-licensed financial advisor with MSM Financial Strategies in Manhasset, NY. She has four years of industry experience and has been with MSM Financial Strategies since 1997. MSM Financial Strategies is a state-registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds and a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

Jason Gladowsky is the principal of The Gladowsky Group and holds Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Gladowsky Capital Management Corp. since 1997. The Gladowsky Group provides wrap-fee advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers manager selection, asset allocation, and due diligence services, operating primarily on a non-discretionary basis, and sponsors its own wrap fee programs alongside affiliated professional firms in accounting and law.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Brian Hegarty is a financial advisor at Hegarty Advisors, LLC with 29 years of industry experience. His prior roles include positions at Berenberg Capital Markets, BTIG LLC, and Credit Suisse Securities. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, using primarily passive, asset-class-based portfolios focused on tax efficiency and low turnover. The firm manages approximately $171 million for just over one hundred clients and operates as a small team of two advisors.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, with nine years of industry experience. He previously worked at Castle Hill Capital Partners and spent 21 years at Davis Selected Advisors. Whitaker holds Series 63 and Series 65 licenses. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates classified as qualified clients. The firm follows a long-term, low-turnover approach supported by proprietary research and third-party analysis, integrating artificial intelligence tools for decision support and maintaining an institutional custody relationship.