Gerard Barrasso is a CFP® professional with 4 years of industry experience, currently serving at United Financial Planning Group LLC in Hauppauge, NY. He has been with the firm since 2008. United Financial Planning Group LLC provides financial planning, asset management, and pension consulting services to individuals and small-business owners. The firm employs a passive, diversified asset-allocation strategy focused on mutual funds and ETFs, with tailored advice based on clients’ goals and risk tolerances.

Leslie Braun is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. since 2008. The firm provides discretionary portfolio management and retirement planning to individual and high-net-worth clients, combining fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities and cost-controlled index funds. Financial Advisor Network operates an integrated advisory and accounting model, with a small team managing approximately $135 million across about 158 clients.

Joseph Dowling is a financial advisor with The Dowling Group Wealth Management in Greenwich, CT, holding 36 years of industry experience. He has been with The Dowling Group since 2010. Outside of his advisory role, he operates an independent insurance agency, holds a real estate broker license, and owns an income tax preparation firm. The Dowling Group Wealth Management provides portfolio management, financial planning, and third-party adviser selection services to individuals, pensions, and business entities. The firm emphasizes goal-based planning using fundamental and technical analysis, primarily pursuing long-term investment strategies tailored to client objectives.

Chaya Sternbach is a financial advisor at Yields For You, LLC with a Series 65 credential. She has been with the firm since 2024 and has prior experience in healthcare, legal, and landscaping sectors. Yields For You, LLC provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as consulting to institutions and family offices. The firm combines modern portfolio theory with both passive and active strategies and employs artificial intelligence tools to support its research and client services.

James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Bruderman Brothers, LLC, Bruderman Asset Management, and Gary Goldberg & Co., LLC. He was previously involved in JMB Hospitality Group, an inactive non-investment business. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a customized wealth management process that integrates asset allocation with tax, estate, and retirement planning, employing a variety of investment strategies including concentrated equity, income, and alternative investments.

Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing equities alongside mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm applies various analytical methods and employs strategies ranging from long- and short-term trading to margin and options transactions.

Jonathan Hurd is a financial advisor at InCred Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at various firms including JM Financial Private Wealth Inc. and Exemplar Capital, LLC. Outside of his advisory work, Hurd is the CEO of Asgard Regulatory Group, LLC, a regulatory compliance and risk management firm, and serves as a non-executive director on the board of Intelligent Bio Solutions, Inc. InCred Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high net-worth individuals and institutional investors. The firm employs a long-term investment approach emphasizing fundamental analysis and diversification across multiple asset types, and is notable for its group structure with numerous international affiliates and sponsorship of alternative private funds.

Andrew Frank is a financial advisor at Shelter Rock Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shelter Rock since 2012. Outside of his advisory role, Frank serves as a director for the National Employers Council, where he contributes to long-range strategy and marketing efforts. Shelter Rock Management, LLC is a fee-only registered investment adviser that provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs goal-based planning and fundamental analysis with relatively low turnover, offering discretionary and non-discretionary portfolio management across various strategies and retirement services.

Paul Cucchissi is a financial advisor at Maryland Capital Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Maryland Capital Advisors since 2007. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, favoring passively managed funds and ETFs within global, multi-asset allocations.

Borui Zhang is a CFP® with nine years of industry experience and currently serves as an advisor at Youya Wealth. Prior to joining Youya Wealth, Zhang held roles at LPL Financial, Taurus Financial, Charles Schwab, TD Ameritrade, Scottrade, and National Life Group. Youya Wealth provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates both passive and active investment vehicles, with additional access to specialized strategies and in-house legal services.

Robert Defruscio is a financial advisor at Delta Wealth Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Delta Wealth Management since 2015. In addition to his advisory role, he is a minority owner and consultant at Christensen DeFruscio Allen & Co LLC, where he provides accounting and tax preparation services primarily for trust and business clients. Delta Wealth Management serves high-net-worth individuals and related entities by providing discretionary portfolio management and investment implementation. The firm emphasizes asset allocation and fundamental equity analysis, often utilizing independent third-party managers under discretionary authority.

Brendan Azoff is a financial advisor with Abundant Wealth Management LLC in Stamford, CT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and held roles in healthcare staffing. In addition to his advisory duties, Azoff is also a licensed insurance agent authorized to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm’s investment approach is based on modern portfolio theory and long-term trading, with discretionary management tailored to client-specific guidelines and comprehensive financial plans included for portfolio management clients.

Scott Werling is a financial advisor at Craft Wealth Management LLC in Garden City, NY, with 26 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of finance, he is a partner in Rollin In The Dough Wood Burning Pizza LLC, a mobile food service business. Craft Wealth Management provides 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 variety of analytical approaches and strategies, including options trading and short selling, and manages approximately $9.18 million in assets across about 58 client relationships.

Matthew Ranieri is a financial advisor at IHS Wealth Management LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Mount Sinai Health System and Northwell Health. IHS Wealth Management LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analyses alongside modern portfolio theory to construct portfolios, with monthly account reviews and a range of investment strategies including mutual funds, ETFs, and alternative offerings.

Adriano Almeida is a CFA® charterholder with nine years of industry experience. He has been with VII Capital Management LLC since 2014. VII Capital Management LLC manages equity portfolios for individual and corporate clients through separately managed accounts and as the investment manager of a pooled investment fund. The firm uses a bottom-up fundamental analysis approach focused on publicly traded common stocks and offers three equity-focused portfolio styles tailored to clients’ investment objectives and risk tolerance.

I'm a dedicated financial professional with over a decade of experience, committed to helping my clients achieve their financial goals. Originally from Quito, Ecuador, I'm a first-generation immigrant who came to the United States to pursue my education and career. After a year of studying abroad in Paris in 2012, I earned my Bachelor's degree in Finance from Western Connecticut State University, marking the beginning of my journey in financial services. Since then, I've had the privilege of working closely with clients, guiding them through various financial landscapes. I believe in continuous learning and have invested in expanding my expertise to better serve their diverse needs. In 2022, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a testament to my commitment to upholding the highest standards in financial planning. Additionally, I hold multiple other designations from the American College of Financial Services, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional® (RICP®). When I'm not in the office, you can find me enjoying a round of golf, catching a tennis match, or cheering on my favorite soccer team. I also love exploring new destinations and trying out new restaurants. I live in Norwalk, CT, with my wife, Paula.

Daniel Bernzweig is a CFA® charterholder with 25 years of experience in the financial industry. He currently works at Valley Financial Management, Inc. and has held roles at Valley Wealth Managers, Inc., Valley National Bank, Bank Leumi USA, and Leumi Investment Services Inc. since 1993. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF portfolio implementation through an online platform serving individual and high-net-worth clients. The firm uses client-provided information to generate and manage target portfolios that range from conservative income to aggressive growth.

I specialize in working with growing families, career changers, mid-to-late career professionals, therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on other life goals. I've taken my years of experience working for myself and deep knowledge of the financial space to build a process to help clients align their finances or business with their goals, family and future at the forefront. With the ability to work with families, professionals, therapists and the self-employed across the country, I listen, guide and encourage clients to unlock the value of their business and their finances. This builds better life-balance, wealth, and success, while your own goals, patients or client experiences flourish. This is done through a series of analyses, that includes: • Cash Flow Management • Goal Development • Ongoing Tax Optimization • Tax Filing • Investment Strategy or Management • Wealth and Risk Management • Financial Independence or Retirement Planning • Succession Planning I'm a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with a Master’s in Business and Economic Reporting from New York University and a certificate of Financial Planning from Boston University. I work out of United Financial Planning Group, based in Hauppauge, NY while I live in Huntington, NY with my wife, two kids and one small dog. You will often find me discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for my children.

Eric Filippone is a financial advisor at Buckram Securities Ltd with 10 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Buckram Securities since 2016. Outside of his advisory role, he operates E Filippone LLC, providing personal training lessons. Buckram Securities Ltd offers investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm manages discretionary portfolios through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance services.

Albert Pette is a financial advisor at Brixton Capital Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Northeast Asset Management LLC. Outside of finance, he manages Floral Pet Inc, a family-owned business unrelated to finance. Brixton Capital Wealth Advisors, LLC serves individual, trust, and corporate clients, managing approximately $212.4 million across around 819 accounts. The firm employs a discretionary investment approach incorporating fundamental and technical analysis, modern portfolio theory, and options and derivatives strategies, while also utilizing third-party money managers and allowing client-imposed investment restrictions.