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.

Suneil Kalantry is a CFA® charterholder and financial advisor at Kalantry Advisors LLC with six years of experience at the firm and a total of twelve years in the industry through his affiliation with Kalantry LLP. He is also a CPA and partner at Kalantry LLP, where he occasionally provides accounting-related advice or products to clients. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, delivering client-specific investment policy statements, portfolio monitoring, and access to third-party money managers and managed account solutions.

Paresh Shah is a CFP® professional with 22 years of industry experience, currently serving at Merkkuri Wealth Advisors LLC. His prior experience includes roles at Integrity Alliance, LLC, Lion Street Financial, Csenge Advisory Group, Kestra Financial, and Guardian Life Insurance. He serves on the board of the New York South Asian Chamber of Commerce and is a trustee for the Rotary Eye Institute in Navsari, India. 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 offers fiduciary services and ERISA 3(21) retirement plan advisory, managing diversified discretionary portfolios that include equities, bonds, mutual funds, ETFs, and alternative investments.

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.

Anthony Perrone is a Series 65 licensed advisor at Pelkonen and Associates LLC with three years of industry experience. Prior to joining Pelkonen and Associates, he held roles at E&R Laundry and Dry Cleaning, H.A.E Air, LLC, and Giunta's Meat Farms. Pelkonen and Associates serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses, providing discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach tailored to client goals and manages approximately $293 million for about 317 clients.

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.

Daniel Eccleston is a CFP® with 27 years of industry experience, currently serving as an advisor at The Bendix Financial Group, Inc. He has worked at The Bendix Financial Group since 1997 and Royal Alliance Associates, Inc. since 1998. In addition to his advisory role, he assists clients with life, health, and long-term care insurance and prepares individual tax returns on an as-needed basis. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and retirement plans, utilizing a range of investment strategies and third-party program managers. The firm emphasizes individualized asset allocation through proprietary tools and offers both wrap and non-wrap advisory services.

Tom Homestead is a financial advisor at Merkkuri Wealth Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Integrity Alliance, LLC and Lion Street Financial. Outside of his advisory role, he provides fixed insurance coverage reviews and assists with Medicare supplement and fixed annuity sales. Merkkuri Wealth Advisors LLC offers 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 with diversified allocations and provides ERISA 3(21) retirement plan advisory services tailored to plan sponsors and participants.

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 holds a Series 63 license, with five years of experience as a financial advisor at Wank & Liptzin Advisory Services LLC. She has worked at Wank & Liptzin, CPA’s since 1994 and has over four decades of experience in financial services through ARS Financial Services and her own business. Liptzin is also a partner at Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers investment advisory and financial planning to individuals, families, trusts, and estates, primarily serving middle-class and affluent households. The firm emphasizes personalized investment policy statements, broad asset allocation with a buy-and-hold strategy, and integrates accounting, tax, and insurance capabilities through its affiliation with an accounting practice.

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.

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.

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.

James Rudolph is a financial advisor at Castfirm Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, CitiBank, and U.S. Trust, Bank of America. Outside of his advisory role, he maintains a law practice. Castfirm Advisors LLC provides discretionary portfolio management and one-time financial planning services to individual and high-net-worth clients, focusing on diversified portfolios built around equity ETFs, mutual funds, and fixed income with a long-term investment horizon.

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.

Micah Weinstein is a CFA® charterholder with four years of industry experience. He is currently an advisor at Coast Bridge Capital and has previously worked at Crestwood Advisors LLC, LPL Financial, and Incapital LLC. Weinstein also has experience in academia, including roles at the University of Miami and the Center for the Humanities. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm serves individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, offering both direct management and sub-advisory services with a focus on fundamental analysis and tactical asset allocation.

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.