Denis Baftiq is a CFP® professional at Midfield Private Wealth, LLC with one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Merit Financial Group. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $528 million in client assets using a combination of passive index exposures and selective active management, with an emphasis on strategic and tactical asset allocation and ongoing manager oversight.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds a salaried administrative position at Spire Securities, LLC. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across publicly traded securities, mutual funds, ETFs, and, when suitable, privately held or illiquid alternative investments. The firm’s investment process involves client participation in setting objectives and ongoing portfolio monitoring, and it is notable for its active management and sponsorship of pooled investment vehicles and private funds.

Lauren Blum is a financial advisor at Capital Counsel LLC with five years of industry experience. She works at Capital Counsel, a firm established in 1999 that currently includes six advisors. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental investment approach focused on selecting profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Feifei Xing is a CFP® professional with five years of experience at Altfest Personal Wealth Management in New York, NY. Her prior experience includes roles at OPMI Business School and Whitewood Group Inc (now MM Global Securities, Inc). Xing has worked exclusively with Altfest since 2018. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis with an investment committee overseeing portfolio management.

Caylea Schmitz Gursoy is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 designation and over seven years of experience in the industry. She has worked at Ameraudi Asset Management since 2018 and previously spent four years at Raymond James Financial Services / Interaudi Bank. Gursoy also serves as a compliance officer within Ameraudi’s affiliated entities. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts. The firm utilizes a macro, asset-allocation approach with diversified exposure mainly through index ETFs and offers both discretionary and non-discretionary portfolios.

Michael Manginelli is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Fortis Group Advisors since 2019 and previously was with MML Investors Services and MassMutual from 2013 to 2019. In addition to his advisory role, he has ownership interests in related insurance and investment businesses. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combined fundamental and technical analysis investment approach, focusing on institutional manager due diligence and tax-aware decisions, and offers a range of services including discretionary investment management, financial planning, and estate coordination.

Asher Konigsberg is a financial advisor at 5C Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with 5C Capital Management since 2020. Prior to his advisory career, he worked at RSM Facility Solution and spent a decade in education at River Dell MS, River Dell HS, and SUNY at Binghamton. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, offering portfolios built around client objectives, risk tolerance, and liquidity needs, using a combination of quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Tiera Mulligan is a financial advisor at Traphagen Financial Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Chase Investment Services Corp., and JPMorgan Chase Bank since 2011. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Megan Grusczynski is a CFP® at Revolve Wealth Partners, LLC with one year of industry experience. She has been with Revolve Wealth Partners since 2018 and previously worked at Russell Research from 2014 to 2018. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and private placements for qualified clients.

Carl Oppenheimer is a financial advisor at Oppenheimer + Close, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer + Close since 2013. Outside of his advisory role, he serves as managing member of Oppvest, LLC, an investment-related business, and is an unpaid board member of Malabar Investments, LLC, an India equity manager. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, offering discretionary portfolio management, fiduciary advice, and coordinated financial planning. The firm employs a long-term, value-oriented investment approach focused on domestic and foreign equities, with tailored portfolios and a notable use of limited partnerships and performance-based fees.

David Burrows is a financial advisor at Hudson Capital Advisory, Inc. He holds a Series 63 designation and has 23 years of industry experience, including his prior role at Hudson Advisor Services. He serves as a co-trustee for a family trust under Fiduciary Trust Company. Hudson Capital Advisory provides investment management, financial planning, and consulting services to both high-net-worth and non-high-net-worth individuals, as well as other registered investment advisers. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis alongside proprietary strategies, and offers sub-advisory and co-advisory relationships.

Karl Wellner is a financial advisor at Papamarkou Wellner Perkin Advisors with 20 years of industry experience. He has been with the Papamarkou Wellner organization since 2003, holding roles at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. during that time. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, pensions, and other entities. The firm employs proprietary analytical modeling combined with a bottom-up equity research process and a multi-manager approach, offering a range of investment strategies overseen by an Investment Committee.

Christopher Fundora is a financial advisor at Traphagen Financial Group in Oradell, NJ. He holds a Series 66 credential and has 12 years of industry experience, including 10 years with Traphagen Financial Group. Traphagen Investment Advisors LLC offers portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis, provides discretionary and fee-for-service options, and integrates tax and accounting services through its affiliation with an accounting practice.

Matthew Segal is a financial advisor with Platform Technology Partners in New York, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years and has been with Spire Securities, LLC and Platform Technology Partners since 2019. Outside of advisory work, Segal is involved in life and health insurance sales on a limited basis. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive approach that includes managing private funds and utilizing pooled investment vehicles subject to PCAOB audits.

Alexandre Chasseriaud is a financial advisor at Transatlantique Private Wealth LLC in New York, NY. He holds a Series 65 designation and has eight years of industry experience, including prior roles at BNP Paribas and Credit Suisse Securities (USA) LLC. Transatlantique Private Wealth serves primarily high-net-worth individuals and private entities, focusing on cross-border portfolio management and asset allocation. The firm combines top-down macro analysis with bottom-up research and maintains operational ties to Banque Transatlantique and the Crédit Mutuel group.

John Levin is a financial advisor with Levin Capital Strategies, L.P. in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at affiliated entities including LCS Securities, LLC and LCS, LLC since 2006, and has served as managing general partner and chairman of several related investment management firms. Levin also chairs a tax-preparation subsidiary associated with his firm. Levin Capital Strategies, L.P. provides discretionary portfolio management and advisory services to individual and institutional clients, managing assets through long-only large-cap equity portfolios and a private investment fund. The firm employs a bottom-up, value-oriented investment process for separately managed accounts and operates a short/long alternative strategy in its private fund, which utilizes derivatives, leverage, and participates in IPOs and secondary offerings.

Matthew Shapiro is a financial advisor at Platform Technology Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and was previously employed at Sanford C. Bernstein & Co., LLC for 11 years before joining Platform Technology Partners in 2019. Platform Technology Partners serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management across various asset classes and is notable for its active role in managing pooled investment vehicles and private funds.

Eric Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and five years of industry experience. He has been with Fortis Group Advisors and LPL Financial since 2021. Prior to his advisory roles, Eric held positions in various fields including home services and education. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and manager selection, offering both discretionary and non-discretionary investment management, financial planning, and estate coordination across a range of asset classes.

William Klein is a CFA® charterholder with six years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2021 and previously at Highland Associates and Baldwin Brothers Inc. Baldwin Wealth Partners advises a broad range of clients including individuals, trusts, pensions, charitable organizations, and pooled investment vehicles. The firm uses a combination of top-down macro analysis and bottom-up fundamental research, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.