Jonathan Pasqua is a CFA® charterholder and holds a Series 65 license. He is currently with EntreWealth in Austin, TX, and has over 14 years of industry experience, including founding Pasqua Wealth Solutions. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team, employing a long-term investment approach that integrates various analytical methods and aligns portfolios with client-specific Investment Policy Statements.

Scott Weinfeld is a financial advisor at Flagstar Securities, Inc. with 36 years of industry experience. He has held senior roles at Signature Securities Group Corp. and Flagstar Advisors prior to joining Flagstar Securities. He serves as Group Director Investments and Senior Vice President. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets through diversified strategies and uses third-party managers and due diligence tools such as Envestnet PMC.

Emanuel Romero Vicini is a financial advisor at Vision Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Vision Financial Markets and Essex Financial Services, Inc. He is also the CEO of Resilience Investment Advisory Compliance Consultants, which provides compliance consulting and RIA creation services to independent advisors. Vision Investment Advisors serves individuals, family offices, and institutional investors with discretionary and non-discretionary portfolio management across various model portfolios and option-based strategies. The firm combines fundamental and technical analysis in its growth-oriented large-cap equity selection and offers specialized programs including covered-call writing and leveraged option strategies.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Walter Auch Jr. is a financial advisor at Sophis Investments LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and has served as a trustee and audit committee member for Renaissance Capital Greenwich Funds since 2013. In addition to his advisory role, he is the managing director of Auch Partners, an executive recruiting firm specializing in financial services, a position he has held since 2001. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focusing on long-term holdings and manages both separately managed accounts and pooled vehicles, including performance-based fee structures for qualified clients.

Shummi Jindal is a financial advisor at Rose Capital Advisors, LLC with a Series 65 designation and over 15 years of industry experience, including prior roles at Hudson Park Management and Hudson Park Advisors LLC. He is based in Plandome, NY. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators and offers both discretionary and non-discretionary portfolio management.

Letizia Carlisto is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently a Wealth Advisor Associate at Navis Wealth Advisors LLC, where she has worked since 2021, assisting senior advisors. Her prior experience includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. Before entering financial services, she worked at Porta Napoli Restaurant for one year. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a long-term investment approach utilizing diversified mutual funds, ETFs, equities, bonds, alternative investments, and options, alongside due diligence of unaffiliated independent managers.

Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.

John Kim is a financial advisor at Night Owl Capital Management, LLC with 22 years of industry experience. He holds a Series 65 credential and has been with Night Owl since 2003. Prior to that, he worked at Morgan Stanley & Co. Incorporated. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments using fundamental analysis and discounted free cash flow valuation.

Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Brian Gamble is a CFP® professional with five years of industry experience, currently serving at First Long Island Investors, LLC. He has been with the firm since 2006, where he holds the position of Senior Vice President of Private Wealth Management. First Long Island Investors, LLC advises individuals—including high-net-worth households—corporations, and charitable organizations, typically starting with relationships of at least $5 million in assets. The firm employs a long-term, individually tailored investment approach emphasizing diversified asset allocation through internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

Robert Searle is a Series 66 licensed advisor at Searle & Co. in Greenwich, CT, with 48 years of industry experience. He has been with Searle & Co. since 1982. Outside of his advisory work, he serves as a trustee for a private trust, managing trust assets and overseeing distributions and compliance. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships through a seven-advisor team, employing a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. 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 third-party manager evaluation to tailor client solutions.

Richard Lotito is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Invest Financial Corporation and LPL Financial LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Logan Trenz is a financial advisor at Revolve Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. from 2009 to 2017 before joining Revolve Wealth Partners in 2017. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes diversified portfolios with growth and value integration, global diversification, tax sensitivity, and discretionary management coordinated with clients’ other professional advisors.

Claire Brennan is a financial advisor at Tortoise Investment Management, LLC, based in White Plains, NY, with 10 years at the firm and 5 years of industry experience. She holds relevant credentials and focuses on serving high-net-worth individuals and trusts. Tortoise provides discretionary investment management primarily to professionals in demanding careers, emphasizing risk management, tax efficiency, and a conservative long-term investment approach. The firm offers comprehensive financial advice beyond portfolio management, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Simon Hudson is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Atlantic Intermediaries, LLC and RFIB. Outside of advisory work, Hudson is involved in insurance-related businesses, acting as program head for Mission Underwriters Hudson Series, LLC and president of Simon The Entrepreneur LLC, which supports insurance business development. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a fiduciary approach with customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and tactical strategies.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. He serves as president of 100 Donors Inc., a registered nonprofit organization. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients through asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes third-party research and proprietary portfolio models, managing diversified investment strategies tailored to client objectives and risk tolerance.

Tracy Byrnes is a financial advisor at Lebenthal Global Advisors, LLC with seven years of industry experience. Prior to joining Lebenthal in 2025, she worked at UBS Financial Services Inc. for seven years and has experience in financial media as a correspondent for Newsmax Media. Byrnes also operated her own consulting service and worked at TheStreet.com. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Simon Arrata is a financial advisor with Traynor Capital Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Harvest USA, Sowell Management, Triad Advisors, Targeted Financial Services, and Harvest Krane Investments. He is also the owner of Cooperative Financial, LLC, an advisory firm based in Miami Beach, FL. Traynor Capital Management serves individual and high-net-worth investors as well as corporate pension, 401(k), and charitable/institutional clients. The firm uses a proprietary security-selection process and model-based portfolio strategies focusing on direct equity ownership, combining fundamental, technical, and charting analysis across various market capitalizations and international categories.