Harry Armon is a financial advisor at ARCAP Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. Outside of his advisory role, he is the managing partner of EMDOT LLC, which provides strategic consulting for business owners and engages in real estate investments, and he owns Purpose Driven Networks, a company operating daily automobile rentals in South Florida. ARCAP Partners LLC provides financial planning and discretionary investment management services to individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach and utilizes a range of investment vehicles, including ETFs, mutual funds, and alternative funds, with investment decisions made on a discretionary basis.

George Spritzer is a CFA® charterholder with 16 years at Southland Investments and 18 years of experience in the financial industry. He is based in Roslyn Heights, NY, and has worked at Bright Trading LLC since 2008. Outside of advisory work, he receives nominal compensation from a public blog. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology focused on passively managed index funds and ETFs, managing downside risk through a trailing sell-stop discipline and proprietary indexes.

Vito Abbondandolo is a financial advisor with Abbondandolo Wealth Management Corp in Glen Cove, NY. He holds a PFS™ designation along with Series 63 and 65 licenses and has 14 years of industry experience. He has worked at Abbondandolo Wealth Management Corp since 2013 and has been a CPA at Abbondandolo & Company CPAs LLP since 1989. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts, focusing on strategic asset allocation with diversification and disciplined rebalancing. The firm operates with a small advisory team affiliated with a CPA firm and manages portfolios exclusively through the SEI investment platform.

William Duckett is a financial advisor at Koehler Asset Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Kingsview Partners LLC, REIL Capital, Tradition Title Agency, and Miller Place Pizza Corp. Koehler Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans, offering services such as investment policy statements, pension consulting, financial planning, and third-party adviser selection. The firm employs a variety of investment methods and combines pension consulting with hourly financial planning and adviser referrals.

Michael Mongiello is a financial advisor with Old Bridge Wealth, Inc. in Syosset, NY, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at firms such as SCF Securities, Inc., EisnerAmper, United Advisors, and American Portfolios Advisors, Inc. Outside of his advisory work, he has been involved in mechanical contracting and owns a tax preparation business. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, and business entities without an account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory, utilizing a wide range of investment vehicles and third-party managers in both long-term and active strategies.

Abel Oonnoonny is a financial advisor at Eagle's Crest Advisors, LLC with 27 years of industry experience. He previously worked at Charles Schwab and Oppenheimer & Co. Inc. He holds Series 63 and Series 66 licenses. Outside of finance, Abel serves as a Young Associate Director on the Metropolitan Opera’s Young Associates Steering Committee, where he helps engage younger audiences. Eagle’s Crest Advisors provides personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation-driven portfolios and serves both high-net-worth clients and plan sponsors with discretionary and non-discretionary investment management options.

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 and holds a Series 65 designation with two years of industry experience. He has worked at Invesco, Inc. and Invesco Services, Inc. for over two decades in the New England division. BroadCore Investments LP provides discretionary portfolio management for high-net-worth individuals, institutions, and qualified pension plans, focusing on long-only, ETF-based strategies driven by a proprietary quantitative market-timing model using VIX and RVX measures. The firm manages a small client roster with a minimum account size of $500,000 and employs daily discretionary reviews and risk-control overlays.

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 66 and Series 63 licenses and having nine years of industry experience. He has been with Brixton Capital Wealth Advisors since 2017 and previously worked at Northeast Securities, Inc. and Katalyst LLC. Outside of his advisory role, he is a 34% owner of Good News Investors LLC and co-owner of the financial services recruiting firm Miles Parker Associates, LLC. Brixton Capital Wealth Advisors serves individuals, including high-net-worth clients, trusts, and corporate accounts, managing approximately $212.4 million across about 819 clients. The firm typically manages accounts on a discretionary basis, employing a mix of fundamental and technical analysis, modern portfolio theory, and derivative instruments 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 a financial advisor at Grant Wealth Advisors LLC with Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Grant Wealth Advisors, he worked at Ohana Management, Commonwealth Bank of Australia, and Bloomberg LP. Grant Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual investors, including standard and high-net-worth clients. The firm employs a range of investment strategies, including fundamental, quantitative, and technical analysis, and uses a broad investable universe that includes margin and options trading, private placements, and venture capital.

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.

Karim Harrell is a financial advisor at Aimcdonnaugh & Co. Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Harrell is involved in several business ventures, including real estate development and management, a frozen yogurt retail operation, a trucking company, and a federal government contracting firm. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, incorporating both fundamental and technical analysis, and offers both discretionary and non-discretionary management options.

Kenneth Anna is a financial advisor at Steinberganna Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios, OSAIC, and Eastbrook Capital Group. Outside of his advisory work, he serves as a volunteer EMT and officer with the Halesite Fire Department and holds trustee roles on the Hunting Bay Village Board and for a family irrevocable life insurance trust. Steinberganna Wealth Management provides discretionary asset management and retirement-plan education to individuals, families, and business entities, managing approximately $369 million in assets. The firm employs a fundamental-analysis approach and offers portfolio management with ETFs, mutual funds, stocks, bonds, and third-party managers, focusing on a concentrated client base and high assets per advisor.

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.