Veronica Taylor is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ellevest. She previously worked at Northstar Money and Hudson Fusion, with a combined career spanning over two decades in the financial sector. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women invest and plan. The firm offers tailored portfolios based on clients' goals and risk tolerance, emphasizing strategic asset allocation and diversification, and supports its clients with tax-minimization techniques and impact investment options.

Ibrahim Sarker is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles and third-party platforms.

Oscar Santaella is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercam Advisor, Inc., Intercam Securities, and Banorte Asset Management. Santaella dedicates a portion of his professional time to an affiliated investment-related business based in Miami, Florida. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

David Linsen is a financial advisor at Abner, Herrman & Brock, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lord Abbett Distributor LLC for 20 years and Summit Financial, LLC for one year. Outside of his advisory role, he manages the finances for a real estate business that builds and sells spec homes. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a top-down investment process combining fundamental, technical, cyclical, and quantitative analysis, with tailored portfolios focused on large-cap equities and laddered, investment-grade fixed income.

Joel Perl is a financial advisor with Guardian Wealth Partners, LLC in Brooklyn, NY. He holds a Series 65 designation and has been in the industry for one year. Prior to joining Guardian Wealth Partners, he worked at Guardian Life Insurance Company and has experience outside the financial sector including a role at Grill on Lee. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, serves individual investors, trusts, corporations, and retirement plans. The firm provides discretionary investment management, financial planning, and business exit consulting, using model portfolios and third-party managers with platforms supported by custodians such as Fidelity and Schwab.

Chen Li is a CFA® charterholder with six years of industry experience, currently serving as an advisor at GoalVest Advisory LLC since 2024. Prior to joining GoalVest, Chen worked at Goldman Sachs for five years and has experience with The Ayco Company LP. Outside of finance, Chen has been involved with the United Nations and entrepreneurial ventures such as Anything But Beer. GoalVest Advisory LLC primarily serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build customized long-term portfolios and sponsors private investment funds with performance-based compensation structures.

Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Satovsky Asset Management since 2015. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for structured notes, private placements, and third-party managers.

Brenda Sakon is a CFP® with three years of industry experience currently advising at Francis Financial in New York, NY. Her prior roles include positions at Chicory Wealth and Benedetti, Gucer & Associates. Outside of finance, she has experience working with Immaculate Heart of Mary Catholic Church and previously operated Numma Numma LLC. Francis Financial is an SEC-registered advisory firm managing approximately $803 million, serving individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce planning, and emphasizes strategies including asset allocation and mutual fund/ETF analysis.

Carter Duddy is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Spartan Capital Securities, LLC and CB Insights, as well as work related to job searches and time as a student at Lehigh University. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities. The firm provides portfolio management and oversight of third-party money managers, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Stephen Sikes is a financial advisor with Public Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at McKinsey & Company from 2013 to 2017 and various firms affiliated with Social Finance, Inc. since 2017. Public Advisors serves primarily individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary technology for account implementation, rebalancing, and tax-loss harvesting, and offers investment options including U.S. Treasury ladders, direct indexing, and AI-generated custom index accounts.

Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.

Douglas Famigletti is a CFA® charterholder with five years of industry experience. He has been with Griffin Asset Management, LLC since 2004, contributing to the firm for over two decades. He is currently concluding administrative work for his previous firm. Griffin Asset Management provides discretionary and non-discretionary investment supervisory services and customized wealth management for high-net-worth clients, institutions, and others. The firm employs a bottom-up, value-oriented investment process combining core equity and fixed-income strategies with alternative approaches and serves as a sub-advisor and model portfolio provider.

Jacob Halberstam is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following prior roles at LPS Financial, B-Tank Magazine, and Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm uses both fundamental and technical analysis to manage portfolios and integrates its partial ownership by an accounting firm into its service model.

Joseph Stabile is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forefront in Jersey City, NJ. His prior experience includes roles at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and TD Bank. In addition to his work at Forefront, he founded and serves as a financial planner for Coast Financial, a wealth management business operating through the Forefront Advisor Network. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and asset allocation strategies, along with business, succession, and special-needs planning, leveraging multiple offices and affiliated services including tax and insurance solutions.

Katelyn Gallanty is a financial advisor at GT Investment Management, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup, Wells Fargo Securities, and Grant Drive Group. GT Investment Management serves primarily high-net-worth individuals, managing approximately $5.5 million across about 35 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored portfolios.

Paul Gulden is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, with 55 years of industry experience. He holds a Series 63 designation and has been with Wellington Shields and its affiliated entities since 1978. Gulden serves as Managing Director, Co-Chairman of the Investment Committee, and Portfolio Manager, overseeing day-to-day operations and investment decisions. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains comprehensive client monitoring and third-party manager due diligence.

Rodrigo Arguello Neuwald is a financial advisor at Vizcaya Capital, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at IBEX and CITIGROUP. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and involvement in private funds and pooled vehicles, including offshore structures.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. He has been with Blue Square Asset Management since 2018 as part of a seven-advisor team. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage diverse strategies, including those focused on digital assets through affiliated entities and specialized separately managed accounts.

William Toczylowski is a CFP®-certified financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and has previously worked at Future You Wealth LLC, Capital Group Private Client Services, BNY Mellon Wealth Management, and Mariner Wealth Advisors. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, managing approximately $263 million in discretionary assets. The firm emphasizes passive, asset-class-weighted portfolios combined with comprehensive financial planning and engages third-party sub-advisers for specialized strategies.