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.

Gerasimos Efthimiatos is a financial advisor at Chesapeake Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2014. He also serves as the managing member of CAM Global GP LLC. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, acting as investment manager and general partner for private pooled vehicles.

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.

Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.

David Napach is the sole advisor at Pacific Strategic Management, LP in New York City, with 23 years of industry experience. He has been affiliated with Pacific Strategic Corp., Pacific Strategic Management, LP, Pacific Strategic Investors, LP, and Wolf Family Management Company since 2001. Pacific Strategic Management serves a small, concentrated client base including individual investors, trusts, partnerships, and family accounts through separately managed accounts and private pooled vehicles. The firm follows a long-term value compounding strategy focused on intensive due diligence and monitoring, with investment decision-making concentrated in a single principal.

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.

Maxwell Snyder is a financial advisor at Adalta Capital Management LLC with 5 years of industry experience. He has been with Adalta since 2017 and previously worked at Citco. Before entering the financial sector, he spent four years at Georgetown University. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies.

Robert Sullivan is a ChFC® credentialed advisor with 12 years at Investment Insight Wealth Management and 2 years of industry experience. He is based in Massapequa, NY, and has worked exclusively with his current firm since 2014. Investment Insight Wealth Management is a small, owner-controlled registered investment adviser serving individual and high-net-worth clients, as well as employer retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and ERISA retirement plan consulting, frequently incorporating derivatives-related strategies in its portfolio management.

Sarah Hopkins is a financial advisor at Tublin - DiFusco Advisors Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been employed with the Saratoga Springs City School District since 2012. Tublin - DiFusco Advisors Inc. provides discretionary investment advisory services primarily to individual clients, including high net worth individuals, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm bases investment decisions on fundamental analysis and considers factors such as asset allocation, income needs, tax implications, and market outlook.

Taiwei Chang is a financial advisor at Basalt Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has worked at China CITIC Bank International Limited, City Investment Solutions, and Shepherd Venture. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm combines fundamental and technical analysis to pursue long-term capital appreciation and uses options and derivatives as part of its strategies, providing services tailored to client objectives and constraints.

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.

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.

David Papson is a financial advisor at CDT Capital Wealth Advisory LLC with a Series 65 designation. He has held positions at Macquarie Group Limited and Fiserv, Inc., and has been involved with CDT Capital Management LLC since 2017. CDT Capital Wealth Advisory provides comprehensive investment management and financial planning services to individuals, families, and corporate entities, focusing on tailored portfolio management rather than standardized model portfolios. The firm manages assets primarily on a non-discretionary basis, using a mix of asset allocation, quantitative, and fundamental analysis with an emphasis on a long-term, tax-sensitive approach.

Bob Jahelka is a financial advisor at DSJ Wealth Management LLC with four years of industry experience. He holds the PFS™ and Series 63 designations and has been a partner at Demasco, Sena & Jahelka, LLP, an accounting firm, since 1993. DSJ Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm typically allocates client assets to independent third-party investment managers while tailoring direct advice to client risk tolerance, time horizon, and liquidity needs.

Cheng Luo is a financial advisor with HHL Wealth Advisors Inc. holding Series 65 and Series 63 licenses and has three years of industry experience. He has worked at several firms including Cetera Financial Specialists LLC and Prime Number Capital, LLC. Luo also serves as an adjunct assistant professor at Baruch College, where he has taught accounting courses since 2015. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small businesses. The firm uses a combination of passive and active investment vehicles based on asset-allocation frameworks and fundamental analysis, tailoring strategies to clients’ goals and risk tolerance.

Mark Dorfman is a financial advisor at Nosuris, Inc. with 40 years of industry experience. He holds the ChFC® designation and has worked at several firms including Oberlander Dorfman Inc. since 1988 and APW Capital, Inc. since 2009. Outside of advisory services, he serves as a continuing education instructor and exam proctor for insurance professionals and is involved in insurance wholesale brokerage. Nosuris, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension plans, managing approximately $95 million in assets. The firm offers personalized portfolio management and financial planning, incorporating strategies that include customized portfolios, third-party managers, SRI/ESG considerations, and cryptocurrency exposure.

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.

Tanya Frias is a Certified Financial Planner® with 24 years of industry experience, currently with Wealth More Enterprise, Inc. She has held roles at firms including J.P. Morgan Securities, Wells Fargo Advisors, and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she is involved with Andwise, providing financial education, and advises on business and compliance strategy for Quantitative Finance. Wealth More Enterprise offers investment advisory and financial planning services through a mobile-first platform, combining algorithmic account management with discretionary human oversight. The firm serves individual clients using proprietary risk scoring and multiple model portfolios, facilitating client engagement via digital communication alongside expert consultations.

Andrew Kutz is a CFP® professional with over 30 years of experience at Kutz and Company Inc. He serves as president and CPA of Kutz & Kutz CPA's P.C., a non-investment related accounting firm based in Great Neck, NY. Kutz and Company Inc. provides tax and accounting services alongside personal financial planning and discretionary asset management to individuals, executives, trusts, and high net worth clients. The firm integrates its active tax and accounting practice with advisory services, developing client-specific written plans and managing portfolios primarily composed of no-load mutual funds and ETFs.