Abel Oonnoonny is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 designations and having 27 years of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc. and Charles Schwab Bank. Outside of finance, he serves as a Young Associate Director for the Metropolitan Opera, where he is involved in efforts to attract a younger audience. Eagle’s Crest Advisors provides personalized wealth management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm’s investment approach emphasizes individualized asset allocation and fundamental analysis, utilizing mutual funds, index funds, ETFs, stocks, and bonds.

Joseph Reddington is a financial advisor at Pelkonen and Associates LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of advising, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary investment management along with financial planning and consulting. The firm’s investment approach emphasizes long-term strategies using fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset classes as appropriate.

Evan Levy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with NestEgg Advisors, Inc., where he has worked for seven years, and has prior experience at Morgan Stanley, Bank of America, and Merrill. In addition to his advisory role, Levy operates a sole proprietorship providing insurance to clients upon request. NestEgg Advisors, Inc. offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio construction with a client-specific approach and educational support.

Thomas Wong is a financial advisor at BroadCore Investments LP with one year of industry experience and holds a Series 65 designation. He has been affiliated with Invesco, Inc. and Invesco Services, Inc. since 1998 and 1999, respectively. BroadCore Investments LP provides discretionary portfolio management through separately managed accounts for high-net-worth individuals, institutions, and qualified pension plans. The firm employs a proprietary quantitative market-timing model based on VIX and RVX measures to allocate assets among cash, ETFs, and leveraged ETFs, managing accounts on a discretionary basis with daily reviews.

Donald Donnelly Jr. is a financial advisor with First Financial Services in Hauppage, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corp. Outside of financial advising, he serves as Vice President of International Asbestos Removal, Inc. and holds several trustee and officer roles related to the insulation industry. First Financial Services provides pension consulting and financial planning primarily to retirement, profit-sharing, and 401(k) plans, as well as individual clients and plan sponsors. The firm focuses on fiduciary advisory services including Investment Policy Statement preparation, investment vehicle selection and monitoring, and participant education, without offering discretionary investment management or custody.

John Perrone is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Brixton Capital since 2017 and previously spent time at Northeast Securities, Inc. and Katalyst LLC. Perrone is a part-owner of Good News Investors LLC, a non-investment business. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing over $212 million for approximately 819 clients through a four-advisor team. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental and technical analysis, modern portfolio theory, and derivatives strategies as part of its investment approach.

Connor Garry is a financial advisor with Stephen J. Garry & Associates, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stephen J. Garry & Associates since 2022. Prior to his advisory career, he held various roles including positions at the University of South Carolina and involvement in a Catholic youth basketball league. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, typically using low-cost mutual funds and ETFs alongside individual securities, with an investment process focused on fundamental analysis, customized asset allocation, and long-term portfolio monitoring.

Yoon Chang is an advisor at Grant Wealth Advisors LLC with Series 63 and Series 65 licenses. He has seven years of experience at Ohana Management and prior roles at Commonwealth Bank of Australia and Bloomberg LP. Chang joined Grant Wealth Advisors in 2025. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytical methods and implements strategies ranging from long- and short-term trading to margin and options transactions.

Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.

Kenneth Anna is a financial advisor with Steinberganna Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Steinberganna in 2025, he worked at OSAIC and American Portfolios. Outside of his advisory role, he serves as a volunteer EMT and officer with the Halesite Fire Department and is a board member of the Carleigh Mac Foundation. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans, offering discretionary portfolio management alongside retirement-plan education and estate and trust services. The firm manages approximately $496 million in client assets with a two-advisor team, utilizing fundamental research and third-party managers to tailor client portfolios.

Stephen Jahelka is a CFA® charterholder with four years of industry experience. He has worked at DSJ Wealth Management LLC since 2022 and has been involved with Demasco Sena & Jahelka since 2019. Prior to that, he spent three years at KPMG. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm allocates client assets to independent third-party investment managers and offers tailored advice using fundamental, technical, and cyclical analysis.

Stephen Garry is a CFP® and ChFC® with 35 years of industry experience. He is the principal of Stephen J. Garry & Associates, LLC, where he has worked since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. Garry is also involved in insurance and annuity sales through several agencies. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, focusing on fundamental analysis, customized asset allocation, and primarily long-term portfolio management using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Stephen Perrone is a financial advisor at Brixton Capital Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services LLC, Strategic Advisers, Inc., and Northeast Securities. Outside of his advisory role, he is a 33% owner of Good News Investors LLC, a business that purchases and remodels homes to resell. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for about 819 clients through a team of four advisors. The firm typically manages accounts on a discretionary basis, using a mix of fundamental and technical analysis, modern portfolio theory, and incorporates options, structured products, and derivatives in its investment strategies.

Allan Pelkonen is a CFP® and ChFC® with 34 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 15 years before joining Pelkonen and Associates LLC in 2020, where he is currently an advisor. In addition to his advisory work, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management as well as financial planning and consulting. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset types.

Michael Hunt is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63, 65, and 66 licenses, and has 26 years of industry experience. He has held previous roles at firms including Commonwealth Financial Network, Principal Life Insurance Company, and Prudential Insurance Company of America. Outside of advising, he is involved in tax preparation and co-owns multiple tax service entities. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, offering a range of in-house and third-party investment strategies alongside tax planning, insurance, and risk-management solutions.

Anton Gerdes is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Madison Global Advisors since 2018 and previously worked at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory role, he is involved in a non-securities consulting business called CADAT Corp. Madison Global Advisors provides financial planning and portfolio management services to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, employing multiple analytical approaches across various asset classes.

Brian Rockowitz is a financial advisor at Madison Global Advisors LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Aegis Capital Corp. and Madison Global Partners, LLC. Outside of his advisory role, he serves as president of BDR Group, Inc., a business established for income tax purposes, and is involved in insurance sales through Prestige Insurance. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, offering both discretionary and non-discretionary investment management services.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. with 17 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Riccardi is a managing member and part-owner of EME Asset Management, LLC, which oversees a real estate company, and he is also a principal and part-owner of 360 Family Office Advisor, LLC, a consulting business for small privately held companies. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management.

Gregory Steele is a financial advisor at Silverlake Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mizuho Securities USA LLC and RBC Capital Markets. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in client assets using a customized, primarily long-term investment approach that includes fundamental and technical analysis, diversified portfolios, and oversight of unaffiliated Independent Managers.

Richard Zerah is a CFP® and PFS™ with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and has previously worked at Commonwealth Financial Network, Principal Securities Inc., and founded Zerah & Company CPAs P.C., where he remains a co-owner providing tax and accounting services. In addition to financial advising, he is involved in tax preparation and co-owns two tax and accounting firms. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture investment approach, offering a mix of in-house and third-party strategies, and integrates tax planning and risk-management solutions alongside wealth management services.