Jack Saltus is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and one year of industry experience. He has been with Bespoke since 2022 and previously worked at Birinyi Associates in 2018 and 2019. Saltus also attended St. Lawrence University from 2019 to 2023. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to implement both long- and short-term trading strategies within managed accounts.

Sheila Baird is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 59 years of industry experience. She has worked at Kimelman & Baird since 1966 and previously spent 24 years at Daeg Capital Management, LLC. Kimelman & Baird provides discretionary portfolio management to individuals, families, trusts, charitable and institutional investors, primarily through separately managed accounts. The firm uses fundamental and technical analysis to implement both long- and short-term trading strategies tailored to client objectives.

Susan Sofronas is a financial advisor at Manchester Capital Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory work, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she participates in strategic oversight. Manchester Capital Management provides investment advisory and wealth-management services to high-net-worth individuals, families, family offices, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes an asset-allocation approach implemented mainly through third-party managers and pooled vehicles, managing primarily discretionary, long-term portfolios with occasional tactical adjustments.

Michael Abate is a financial advisor at United Asset Strategies Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Pensionmark Financial Group, APW Capital, EisnerAmper Wealth Management, TD Ameritrade, and Capital One Sharebuilder. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets using a team-based advisory model and employs diversified, tailored portfolios with active management techniques including options and fixed-income strategies.

Henry Pacht is a financial advisor with Lantern Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has a long tenure at Herold Advisors, Inc. dating back to 1986 and is also associated with Herold & Lantern Investments, Inc. outside of Lantern Wealth Advisors. Lantern Wealth Advisors serves individuals, high net worth clients, trusts, estates, pension plans, and corporations, managing approximately $265 million in assets. The firm employs a multi-advisor team approach utilizing a range of discretionary and non-discretionary portfolio management strategies, incorporating both in-house and third-party model portfolios tailored to client risk profiles.

Benjamin Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Wealthspire Advisors and attended Tulane University. Edge Wealth Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and tailored to client objectives, managing approximately $770.7 million in assets across a range of securities without imposing a firmwide account minimum.

Harry Grand is a financial advisor at Angeles Wealth Management, LLC with seven years of industry experience. He has previously worked at Chilton Trust for six years. Harry holds a Series 65 designation and is based in New York, NY. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, incorporating alternative investments through private funds and relying on proprietary manager research and performance measurement in implementing client strategies.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.

Andrew Steginsky is the sole advisor at Steginsky Capital LLC, located in Port Washington, NY, with 23 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Since founding Steginsky Capital in 2000, he has served clients through discretionary investment advisory and portfolio management. Outside of his advisory role, he serves as a director overseeing investments for Friday USA LLC, a private investment company. Steginsky Capital LLC provides discretionary portfolio management and limited non-investment consulting services to individuals, trusts, estates, charitable organizations, and corporate plans, including international clients. The firm employs a fundamental, long-term buy-and-hold investment approach with concentrated equity positions and manages accounts on a discretionary basis.

Donik Arabyan is a financial advisor at Papamarkou Wellner Perkin Advisors with five years of industry experience. He has been with Papamarkou Wellner Asset Management, Inc. since 2016. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset-allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across various strategies.

Stephanie Scarlata is a financial advisor at Next Level Private LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Before joining Next Level Private in 2026, she worked at UBS Asset Management for 23 years. Next Level Private advises individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach with ongoing personal contact, formal annual reviews, and a stated fiduciary duty.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2011, totaling 15 years at the firm. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and uses a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Anthony Vivona is a financial advisor at Beech Hill Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at JDX Consulting and Tulane University. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis methods and manages approximately $358.6 million in client assets.

Dylan Klein is a CFA® charterholder with eight years of experience in the financial industry. He has been with First Long Island Investors, LLC since 2018 and previously worked at Hofstra University from 2014 to 2018. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation approach and manages multiple private funds while maintaining an affiliated broker-dealer and various fee-sharing arrangements.

Tara Romeo is a financial advisor at R & R Financial Planners, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at RNR Securities, LLC since 2019. Prior to her financial career, she spent ten years at Professional Physical Therapy. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management and comprehensive planning, employing a blend of model and customized strategies with active monitoring, rebalancing, and the use of options and derivatives when appropriate.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shufro, Rose & Co. since 2004, following a position at Cerity Partners LLC. Shufro, Rose & Co. offers 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 across a range of asset classes and manages approximately $2.46 billion in assets.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. in New York, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at Infor and B&H. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with pre-vetted registered investment advisers through its Advisor Network. The firm also offers a Wealth Platform providing reporting, administrative, sub-advisory, and wrap-fee services to RIAs, without managing client assets directly or charging users for referrals.

Scott Fullman is an investment advisor representative at Revere Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Revere Securities LLC since 2015. Outside of his advisory role, he is president of Fullman Technologies, Inc., a company that provides educational materials for the options business, including authoring an options book. Revere Wealth Management LLC is a seven-advisor team that manages discretionary and non-discretionary portfolios for individual and institutional clients, using a combination of fundamental, technical, and macro analysis. The firm offers tailored portfolio management alongside financial planning and consulting services.

Jennifer Weber is a CFP® and holds a Series 66 designation with 10 years of industry experience. She has worked at Weber Asset Management, Inc. since 2018 and previously spent six years at Morgan Stanley. Weber Asset Management provides discretionary investment management and financial planning services to individuals, corporations, and retirement plans. The firm constructs custom portfolios primarily using Fidelity no-load mutual funds and emphasizes thorough analysis and regular performance reporting, including quarterly and annual performance statements and market outlooks.