Devang Patel is a CFP® professional with 24 years of experience in financial advising. He is currently with Virtus Wealth Solutions and previously worked at Commonwealth Financial Network and Mass Mutual Investors Services. Outside of his advisory work, he is a general partner in a film production venture, Chyna Project Partners. Virtus Wealth Solutions provides financial planning and asset management services to individual investors, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management and comprehensive planning using a range of investment options and operates both fee-for-service and managed account programs.

Craig Cummings is a CFP®-designated financial advisor with 35 years of industry experience, currently serving at BCS Private Wealth Management since 2018. Prior to joining BCS, he worked at Cantor Fitzgerald & Co. for 24 years. Outside of his advisory role, he is president of RRRAJ LLC, which distributes a daily newsletter. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets using a combination of charting, fundamental, and technical analysis, with a capacity for active trading when appropriate.

Sara Rosenberg is a financial advisor at Spartan Capital Private Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Mass Mutual. Rosenberg also serves as co-associate director of Emotions Matter, a charitable organization supporting people affected by Borderline Personality Disorder, where she is involved in strategic growth operations. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives and risk tolerance.

Daniel Bussiculo is a financial advisor at Masterworks Advisers, LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Masterworks Advisers provides investment advice to individual and high-net-worth investors focused exclusively on securitized art investments issued by Masterworks affiliates. The firm uses a rules-based investment process informed by art market research, internal appraisals, and an allocation model to recommend long-term art-related securities accessed via the Masterworks platform.

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

Carl Basile Jr. is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and 33 years of industry experience. He has been with Empire Financial Management Company and Empire Asset Management Company since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic account reviews and the ability to incorporate options, derivatives, and other strategies.

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years at Capital Group Private Client Services. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm manages roughly $263 million in assets with a team of 14 advisors and primarily uses passive, asset-class-weighted portfolios supported by fundamental analysis.

Axel Agami Contreras is a CFP® professional with one year of industry experience. He has worked at AA Financial Advisors, LLC since 2025 and was previously affiliated with Kestra Advisory Services LLC from 2020 to 2024. Before entering the industry, he spent six years in full-time education. He is part of ANTOLINO Wealth Advisors, a team of 12 advisors based in Brooklyn, NY. The firm provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a multi-dimensional asset allocation approach and proprietary planning and portfolio management tools.

Steven Mc Neilly is a CFP® and ChFC® with 13 years of industry experience. He is currently with Stark Wealth Management LLC and has previously worked at American Portfolios and American Portfolios Financial Services, Inc. He serves as treasurer for the non-profit Reveal, NYC. Stark Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis with tailored model allocations and offers access to third-party money managers and managed account solutions.

Sara Hudson is a financial advisor at Fairport Advisors, Inc. in New York, NY, with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fairport Advisors and its affiliated firms since 2011. Outside of her advisory role, she is involved with The Mount, a nonprofit organization focused on development and fundraising for high-net-worth clientele. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, closely held businesses, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients, employing model-based portfolios that integrate tactical and strategic asset allocation with proprietary technical, quantitative, and AI-supported analysis.

Shweta Lawande is a CFP® professional at Francis Financial with five years of industry experience. She has worked exclusively at Francis Financial since 2016. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, with an emphasis on custom investment policy statements and both discretionary and non-discretionary account management.

Stephen McGahran is a financial advisor at Bravias Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Oppenheimer, Morgan Stanley, Axa Advisors, and Equitable Advisors. He is also a 10% partner in Cavallino Racing LLC, a passive business interest. Bravias Financial serves individual and high-net-worth clients by providing discretionary investment management and financial planning services, often combining both at no additional charge. The firm uses a risk-assessment process to allocate clients into model portfolios comprising a mix of securities, mutual funds, ETFs, and other instruments, with continuous monitoring and customization options.

Alexander Cripps is a CFA® charterholder with 23 years of industry experience, currently working at Wellington Shields & Co., LLC since 2009. Prior to this, he was with H.G. Wellington & Co Inc for five years. In addition to his role at Wellington Shields, he serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection and a variety of investment strategies to manage client portfolios.

William Prendergast is a financial advisor at Altfest Personal Wealth Management with 21 years of industry experience. He holds a Series 65 designation and has been associated with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to a diverse client base, including high-net-worth individuals, retirement plans, and trusts. The firm manages portfolios primarily on a discretionary basis using fundamental, technical, and cyclical analysis, supported by an investment committee that oversees security selection and rebalancing.

Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC serves individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm primarily employs passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers.

Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

Michael George is a financial advisor at Watts Capital Partners LLC with 16 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Watts Capital since 2016. Prior to that, he worked at Global Arena Capital Corp for nine years. Michael serves as a co-trustee for a trust account under New York State law, a role he has held since 1984. Watts Capital Partners serves individual and family clients, business owners, and enterprises, including Gen X/Gen Y professionals and clients navigating divorce. The firm offers comprehensive financial planning and investment management services, employing a mix of core, tactical, and alternative strategies, and uses proprietary quantitative models alongside derivatives and options strategies.

Michael Fishman is a financial advisor with NerdWallet Wealth Partners, LLC in New York, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining NerdWallet Wealth Partners, he worked at Goldman Sachs for nine years and spent a year in extended travel. NerdWallet Wealth Partners serves individual and high-net-worth clients, as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a team approach and primarily implements passive, asset-class-weighted portfolios supplemented with fundamental analysis, offering access to alternative investments and employing third-party sub-advisers for specialized strategies.

Ralph Metz Jr. is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Spartan Capital Securities, LLC since 2009. Outside of his advisory role, he is a 22% owner and investor in a CrossFit gym business. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities, focusing on portfolio management and oversight of third-party money managers. The firm tailors guidance to clients' objectives and risk tolerance, managing assets primarily on a non-discretionary basis and integrating broker-dealer and insurance activities under common ownership.