Lorenzo Lorenzotti is a financial advisor at Papamarkou Wellner Perkin Advisors with 17 years of industry experience. He holds the Series 63 designation and has worked at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. since 2011. Lorenzotti serves on the board of directors of Auguri Corporation, a position he has held since 2004 without remuneration. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets and provides discretionary investment management and consulting services to high-net-worth individuals, family offices, endowments, foundations, pensions, and other entities. The firm employs proprietary analytical modeling and a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring across various strategies.

Tassos Recachinas is a CFA® charterholder with 12 years of industry experience, currently serving at Sophis Investments LLC since 2008. He is also a licensed real estate salesperson in Connecticut and is involved as an officer in several early-stage privately held companies, in addition to managing a strategic advisory and consulting firm and a special purpose holding company. Sophis Investments is a small team advisory firm serving a limited number of clients, including individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity strategy focused on long-term holdings and uses performance-based fees for qualified clients.

Steven Troccoli is a financial advisor at Seasons of Advice Wealth Management with 28 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes 20 years at Ameriprise Financial Services and leadership roles at Seasons Of Advise and SOA Wealth Advisors. Outside of advising, he is involved with a family real estate holding corporation. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families by providing financial planning and discretionary investment management. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, and employs outside partners for specialized fixed-income portfolio management while maintaining oversight of client accounts.

Jonathan Shaban is a CFA® charterholder with three years of industry experience. He currently works at Avestar Capital, LLC and previously held roles at Overbrook Management Corp. and Bank of America Private Bank. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private funds, and institutional investors. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Nicolas Suarez is a financial advisor at Evolve Private Wealth, LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at MJP Wealth Advisors, Zilo International Group, FactSet Research Systems, and Baxter Investment Management. Outside of finance, he has experience working with Cornell Fitness Centers and Norwalk Sailing School. Evolve Private Wealth, LLC provides wealth management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a fundamental, long-term investment approach with diversified portfolios and incorporates independent managers, alternative investments, and AI-supported research tools.

Neil Gagnon is a financial advisor at Gagnon Securities, LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gagnon Securities since 1999. Outside of his advisory role, he is the owner of an ice cream shop and serves as a trustee of the Gagnon Family Foundation, which makes charitable contributions to various organizations. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and affiliated pooled vehicles.

Stephen Leit is a CFA® charterholder with 37 years of industry experience. He has been with Shufro, Rose & Co., LLC since 1989 and joined Cerity Partners LLC in 2026. Shufro, Rose & Co., founded in 1938, provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles including equities, fixed income, ETFs, and mutual funds.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Steven Glass is a financial advisor at Shufro, Rose & Co., LLC in New York, NY, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shufro, Rose & Co. since 1988. Prior to his current role, he was associated with Wealth Enhancement Group and Wealth Enhancement Advisory Services starting in 2026. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.

Jonathan Robohm is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2001. Robohm is a partner at Gagnon Administrative Services and co-manages the GIS Fund of Funds. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer and offers brokerage services for retirement and non-retirement accounts.

Eric Fishman is a financial advisor at Key Client Fiduciary Advisors, LLC with 40 years of industry experience. He has been with Key Client Fiduciary Advisors since 2004 and holds a Series 63 designation. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Coastal Equities, Inc. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, discretionary investment management, and retirement plan consulting, using fundamental analysis to create client-specific portfolios aligned with each client’s objectives and risk tolerance.

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 industry experience currently working at Altfest Personal Wealth Management in New York, NY. Her career includes continuous roles at Altfest since 2018 and prior experience at OPMI Business School and Whitewood Group Inc. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm employs a range of analytical techniques and offers discretionary portfolio management and fiduciary services, including education and customized financial planning.

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.

Christian Garces is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Key Client Fiduciary Advisors, LLC since 2018, following prior roles at Coastal Equities, Inc. and Wells Fargo Advisors Financial Network LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm’s investment approach focuses on fundamental analysis and customized portfolio management aligned with each client’s objectives, time horizon, liquidity needs, and risk tolerance.

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.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

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.

Mark Andraos is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Regency Wealth Management since 2019 and has prior experience at Fountainhead Asset Management, Heller Wealth Advisors, and Prestige Wealth Management Group. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, primarily catering to clients with investible assets above $1 million. The firm emphasizes individualized investment policy statements, combining fundamental and technical analysis to manage portfolios with a focus on long-term holdings alongside tactical strategies.