Christine Lucero is a CFP® professional with four years of experience at Satovsky Asset Management LLC in New York, NY. She has been with the firm since 2013, which operates as a team of five advisors. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in regulatory assets and emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for alternative investments when appropriate.

Ralph Metz is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Spartan Capital Securities, LLC since 2009. Outside of his advisory role, Ralph is a 22% owner investor in a CrossFit gym operated by his brother. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, primarily using non-discretionary arrangements and relying on third-party managers and model portfolios.

Emily Liao is a financial advisor with Plum Street Advisors, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. She previously worked at Barclays Capital Inc and Barclays and spent two years at Cornell University. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors. The firm’s investment approach combines strategic asset allocation, low-cost index funds and ETFs, active rebalancing, and tax-aware implementation, alongside the use of third-party separately managed accounts and occasional options and margin strategies.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, employing credit research and duration management across three core mandates.

Joseph Mcclellan is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with multiple firms, including Securities America Inc. and LPL Financial, and has been with WealthPLAN Partners since 2014. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach across various asset classes and typically manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Ashwini Patil is a financial advisor at GoalVest Advisory LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and has been with GoalVest Advisory since 2018. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm combines fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to create tailored investment strategies and generally manages accounts on a discretionary basis.

Daniel Sterling is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at NerdWallet Wealth Partners, LLC, where he has worked since 2025. Prior to this, he worked at Future You Wealth, LLC for six years and Capital Guardian Trust Company for four years. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser that manages roughly $263 million in discretionary assets for individual and high-net-worth clients as well as certain charitable organizations. The firm employs passive, asset-class-weighted portfolios combined with fundamental analysis and offers integrated financial planning, portfolio construction, and access to alternative investments for eligible clients.

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and at Calton & Associates, Inc. since 2013. Outside of his advisory role, Guenther is involved in insurance sales and owns an LLC for tax filing purposes. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in assets and emphasizes diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

James Lombardo II is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory role, he serves as CEO of a real estate company. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers as well as alternative investments through affiliated entities.

William Ullman is a financial advisor at Connective Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Water Street Advisors LLC, Berkshire Global Advisors LP, and Greystone Wealth Advisors, LLC. Ullman serves as a board member of Alpha Modus Corp., a data-driven technology company. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach relies on fundamental analysis with a generally long-term orientation, constructing portfolios from ETFs, equities, bonds, mutual funds, and alternative investments.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

Cheung Chan is a financial advisor with Chemistry Wealth Management LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Before joining Chemistry in 2021, Chan spent nine years at Ameriprise Financial Services, Inc. He is involved in real estate development and management through a business ownership role in Brooklyn, NY. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a mix of fundamental and technical analysis with a predominantly long-term investment approach and manages over $1.26 billion in client assets.

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Masterworks Advisers since 2023, with prior roles at Arete Wealth Advisors, Arete Wealth Management, and Masterworks, IO. Outside of advisory work, he is employed as a Masterworks Platform Associate, performing administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through a rules-based investment process that incorporates art market research, third-party appraisals, and allocation models, delivering long-term art-related investment solutions primarily on a non-discretionary basis.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. 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 a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

Menachem Lerman is a financial advisor at Equinum, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Beth Rivkah and Robert Lubin & Associates. Equinum provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations, offering portfolio management, retirement-plan advisory, variable annuity management, family office services, and robo-advisor options. The firm uses both fundamental and technical analysis and combines proprietary robo-advisor models with traditional portfolio management, supported by an operational relationship with accounting firm Roth & Company LLP.

Mark Pankoff is a financial advisor at Wellington Shields & Co., LLC in New York, NY, holding a Series 66 designation with 15 years of industry experience. He worked at Oppenheimer & Co. Inc. from 2010 to 2018 before joining Wellington Shields, where he has been since 2018. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a range of investment methods and offering both advisory and brokerage account options.

Michelle Fuccella is a financial advisor at Forefront with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Forefront since 2022. Outside of her advisory role, she assists individuals and couples through the divorce process by helping them reach agreements on asset division. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual, business, and corporate clients with investment management and comprehensive financial planning. The firm offers customized portfolio solutions and a broad range of planning services, including estate and special-needs planning, supported by multiple offices and integrated related businesses.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. in New York, NY, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at WealthChoice, Cask, and Cisco Systems. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm employs a market efficiency and strategic asset allocation approach, offering discretionary management and support through a network model that includes paraplanning and community membership programs.

Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.