Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Donna Palais is a financial advisor at Argus Investors' Counsel, Inc. with over 30 years of industry experience. She has worked at Argus Investors' Counsel since 1994 and holds a Series 65 designation. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutions such as investment companies and pension plans. The firm emphasizes bottom-up stock selection and a long-term, low-turnover investment approach, and it also licenses model portfolios and offers portfolio consulting to other advisers and platform sponsors.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including NatAlliance Asset Management LLC and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients by offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes a patient, custom-tailored investment approach focused on long-term purchases while allowing for shorter-term, opportunity-driven trades.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.

Philip Palumbo is a CFP® with 26 years of industry experience, currently serving as an advisor at Palumbo Wealth Management LLC. He previously worked at UBS Financial Services Inc for 10 years and has been with his current firm since 2020. In addition to his advisory role, he is also involved in insurance sales on a limited basis. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million for roughly 283 clients, utilizing a primarily long-term and discretionary investment approach that includes mutual funds, ETFs, equities, bonds, options, private investments, and allocations to independent managers.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

Marino Patrk is a financial advisor at Hudson Value Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for seven years before joining Hudson Value Partners in 2023. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and may recommend unaffiliated independent managers or private funds, while employing AI tools with human oversight in its investment process.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Jason Savey 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 career includes roles at Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Oppenheimer & Co. Outside of advisory work, he is also involved in the sales of fixed and traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing third-party research and a range of investment vehicles to tailor services to clients’ goals and risk tolerances.

Jean Paul Atallah is a financial advisor with RZH Advisors LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GYL Financial Synergies, LLC for six years before joining RZH Advisors in 2022. RZH Advisors provides wealth management services, including financial planning and discretionary investment management, to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and employs diversified investment strategies utilizing mutual funds, ETFs, sub-advisers, and selected private and interval funds.

Gino Carollo is a financial advisor at Opal Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Citibank Global Markets. Carollo is also licensed as a fixed insurance agent. Opal Wealth Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios, quantitative and qualitative screening, and accesses independent managers through UMA platforms.

Joseph Capezza is a financial advisor at Cove Private Wealth, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Deutsche Bank, Merrill Lynch, and Banc of America Investments. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, sector, and qualitative analysis, and uses a variety of instruments including derivatives and option-writing strategies within separately managed accounts.

Andrea Turley is a financial advisor with Tortoise Investment Management, LLC, holding four years of industry experience. She has been with Tortoise since 2013. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Clifford Wallach is a financial advisor at Sovereign Financial Group, Inc. He holds a Series 65 designation and has experience in business advising and leadership roles outside the investment industry. Wallach is also president and CEO of RNK Distributing, LLC, a distributor and supplier of sewing-related products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm provides portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing diversified low-cost mutual funds and ETFs with tactical use of individual securities and independent managers.

Julie Jason is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 designations with 32 years of industry experience. She has been with Jackson, Grant Investment Advisers since 1992 and has worked at Jackson, Grant & Company since 1989. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select group of high-net-worth clients, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances through a combination of equities, bonds, pooled vehicles, ETFs, and mutual funds, while generally emphasizing growth and avoiding frequent trading and performance-based fees.

Rochelle Odesser is a CFP® with 41 years of experience in the financial industry. She is affiliated with Madison Advisory Services, Inc., where she has worked since 2006, and has held positions at Cambridge Investment Research, Inc. and Lion Street Financial. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs both strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

David Bruckman is a financial advisor at Navis Wealth Advisors LLC with 24 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Quincy Wells Capital, Great Point Capital, M Holdings Securities, and Apexium Financial. In addition to his advisory role, he serves as counsel at BellaviaBlatt, PC, assisting clients with estate planning, wills, and trusts. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, complemented by affiliated accounting, tax, and insurance services.

David Feldman is a financial advisor at Sovereign Financial Group, Inc. in New York, NY, holding a Series 65 designation with six years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Newmark Capital. Outside of his advisory role, he performs basic computer maintenance for Dr. Howard Feldman FACC FACP on a part-time basis. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, utilizing low-cost diversified funds alongside individual securities and independent managers, with a focus on long-term strategies and tactical flexibility.

Richard Leimgruber is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Feghan and Associates, and Purshe Kaplan Sterling Investments. He also hosts the "Enrich Your Life" podcast, which provides general education on investments and finance. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and regularly reviews client accounts to tailor services to their goals and risk tolerances.