Nicole Price is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Empirical Research Partners since 2003. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail 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.

Kathryn O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. She has been with Makrod Investment Associates since 2000. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental analysis and a value-oriented approach, focusing on long-term purchases of blue-chip, dividend-paying stocks and investment-grade fixed income, managing approximately $803.7 million on a non-discretionary basis.

Christopher Kelly is a financial advisor at Cornerstone Planning Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is also licensed to sell life, disability, and long-term care insurance. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

Michael Zaremsky is a financial advisor with Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His prior roles include positions at Lazard Asset Management and Bank Leumi USA. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients through discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process with a strategic allocation guided by an investment committee and utilizes individual securities as well as mutual funds and ETFs as appropriate.

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.

Vincent Andrews is a financial advisor with Private Capital Advisors, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Private Capital Advisors, Inc. since 1997 and is also the general partner of Andex Energy Corp. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients. The firm employs a combination of fundamental research and technical analysis to implement a variety of investment strategies tailored to client objectives, managing over $1 billion in discretionary assets as of December 31, 2024.

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.

Sanjeet Dass is a financial advisor at Avestar Capital, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Merrill, and Bank of America. He is also a director of the Dass Family Charitable Foundation, a family charitable organization. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for individual and high-net-worth clients, private funds, accredited investors, charities, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning and due diligence services.

Jacob Gorelick is a financial advisor at Empirical Research Partners LLC in New York, NY, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nasdaq and Numina Capital Management LLC. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, focusing on quantitative models that integrate macroeconomic and statistical analysis to inform equity and portfolio strategies. The firm operates primarily as a broker-dealer and serves an international institutional client base.

Ryan Wilkens is a CFP® professional at Bridgewater Advisors Inc. with one year of industry experience. He has been with Bridgewater Advisors since 2021. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment firm managing approximately $2.14 billion for about 540 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes, conducts ongoing due diligence, and provides discretionary portfolio management alongside financial planning, consulting, and optional tax-preparation services.

Michael Dwyer is a CFP® with 42 years of industry experience, currently serving at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ. He has worked at Purshe Kaplan Sterling Investments and Strategic Family Wealth Counselors since 2007. In addition to his advisory role, he is licensed as an insurance agent and sells insurance to clients when financial plans warrant. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a multi-tiered discovery process, tailoring portfolios with active and passive strategies while integrating financial planning and portfolio implementation.

Henry Mccormack is a financial advisor at Laidlaw Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Laidlaw & Co (UK) Ltd since 2009. Outside of his advisory role, he coaches soccer for the Paramus Spartans SC and teaches chess at the GM Valery Filippov Chess Academy. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation with no-load or institutional mutual funds, ETFs, structured products, and fixed-income securities, and employs methods including Modern Portfolio Theory and both fundamental and technical analysis.

Timothy Boulanger is a financial advisor with Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2007. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes a multi-tiered discovery process with tailored portfolios that incorporate both active and passive strategies, managing approximately $1.31 billion in assets.

Lawrence Zagarola is a Series 65 licensed financial advisor with 23 years of industry experience. He has been with Access Wealth Planning LLC since 2004. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

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.

Eric Naphor is a financial advisor with Fortis Group Advisors LLC and holds the Series 66 designation. He has four years of industry experience and has worked at Fortis Group Advisors and LPL Financial since 2021. Prior to his advisory career, he held roles in various sectors including technology services and education. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and integrates tax-aware considerations in its investment approach.

Bradley Small is a financial advisor at Point Windward Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beech Hill Securities, Inc. since 2020. Outside of finance, he is involved in a music publishing business, composing and licensing music for television and radio. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm uses a combination of fundamental, quantitative, and technical analysis, including strategies such as short sales and option writing, with portfolio management generally conducted on a discretionary basis.

Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at High Point from 2020 to 2024. Cottrell is based in New York, NY. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management for individual and institutional clients, managing roughly $78 million in assets across about 101 accounts. The firm combines fundamental, technical, and macro analysis to tailor portfolios across various asset classes, and offers financial planning and consulting services alongside portfolio management.