Cara Mastrangelo is a CFP® professional with four years of industry experience currently advising with Revolve Wealth Partners, LLC. Her prior experience includes roles at Apollo Global Securities, Apollo Global Management, AllianceBernstein, and Sanford C. Bernstein & Co., LLC. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm emphasizes diversified, globally aware portfolios tailored to client risk profiles and goals, offering a range of financial planning, consulting, and wealth management services.

Christaphor Thomasian is a financial advisor at Key Client Fiduciary Advisors, LLC in Fairfield, NJ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Merrill Lynch and LPL Financial. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm uses fundamental analysis and customized portfolio strategies, combining in-house management with independent managers, and offers retirement-plan consulting and financial planning reports.

Andrew Mc Kay is a financial advisor at Cross Border Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Edward Jones and CUSO Financial Services. Mc Kay is based in New York, NY. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting, primarily allocating client accounts to exchange-traded funds (ETFs) using a combination of fundamental and technical analysis.

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.

Barbara Ingenito is a financial advisor at Aspire Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton Cavanaugh Investment Brokers, Inc. and Hamilton Cavanaugh, Inc. since the late 1980s. At Aspire Advisors, she serves as Executive Vice President, contributing to the firm’s management and financial advisory services. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client assets using model portfolios tailored to risk tolerance and time horizon, combining fundamental and technical analysis with annual account reviews.

Marc Foti is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fortis Group Advisors since 2019 and previously held roles at LPL Financial, MML Investors Services, MassMutual, and M&T Securities. Outside of his advisory role, Foti serves as an adjunct lecturer of mathematics at Middlesex Community College. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management and financial planning services, employing a process that combines fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, with attention to tax-aware decisions.

Stephen Burke is a Series 63–licensed financial advisor with ARS Investment Partners, LLC, based in New York, NY. He has 35 years of industry experience, including over 10 years with ARS Investment Partners. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee approach combining macro and sector analysis with fundamental research to provide tailored portfolios, including separately managed accounts and ETF-based strategies.

Arden Gayle Santos is a financial advisor at Cross Border Wealth, LLC in New York, NY, holding a Series 65 designation. Santos has been with Cross Border Wealth since 2020, with prior experience at Concentrix and Interpublic Group. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting, primarily allocating client accounts to exchange-traded funds (ETFs).

Scott Drown is a financial advisor at Regency Wealth Management with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Beacon Pointe Advisors and Heller Wealth Advisors. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, typically with investible assets above $1 million. The firm creates individualized investment policy statements, combining fundamental and technical analysis to manage portfolios primarily on a discretionary basis, and offers financial planning and retirement plan consulting.

Mustaque Choudhury is a financial advisor with Soulence Wealth Management in Astoria, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at several firms such as New York Life Insurance Company, Mass Mutual Life Insurance Company, and Penn Mutual Life Insurance Company. Soulence Wealth Management provides investment management and integrated financial planning primarily for individual clients, delivering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to alternative investments. The firm employs tailored strategies using a combination of asset allocation methods and analysis techniques, with continuous account monitoring and rebalancing.

William Platt is a CFP® with 23 years of industry experience. He has been with Momentum Advisors since 2014 and previously worked at Farther. Outside of his advisory work, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors is a registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, charitable institutions, foundations, pension plans, and small businesses. The firm emphasizes customized portfolio construction and ongoing monitoring, using mutual funds, ETFs, and third-party managers.

Steven Novack is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. He has been with Altfest since 2018 and previously worked as a financial services consultant from 2016 to 2018. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios with individualized strategies that incorporate fundamental, technical, and cyclical analysis, and sponsors several private pooled investment vehicles.

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Claraphi Advisory Network and West Advisory Group. Outside of his advisory work, he occasionally assists at an award-winning jazz club. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting, often utilizing exchange-traded funds alongside other investment vehicles.

Robert Goodman is a financial advisor at Strategic Wealth Management Group with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones from 2009 to 2012. Goodman has been with Strategic Wealth Management Group since 2016. Strategic Wealth Management Group provides discretionary and non-discretionary investment management and consulting services to individuals, including high-net-worth clients, pension and retirement plans, trusts, charitable organizations, and corporations. The firm employs customized asset allocation strategies using a combination of fundamental, technical, and modern portfolio theory analyses, including proprietary ETF portfolios and tactical investment approaches.

Robert Jaffe is a financial advisor at CFS Investment Advisory Services LLC with 24 years of industry experience. He has held positions at CFS Investment Advisory Services since 1999, with a break between 2005 and 2017 during which he worked at Cambridge Investment Research, Inc. He holds Series 63 and Series 66 licenses. CFS Investment Advisory Services provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and independent managers.

Harvey Wacht is a financial advisor at Shufro, Rose & Co., LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cerity Partners LLC and Purshe Kaplan Sterling Investments prior to his current role. Wacht serves as Senior Managing Director and portfolio manager for individual client accounts. Shufro, Rose & Co. provides 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 using a range of investment vehicles including equities, fixed income, ETFs, and mutual funds.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

Samandar Kasimov is a financial advisor at Avestar Capital, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Neuberger Berman LLC from 2016 to 2024 and Frisch Financial Group, Inc. since 2024. Avestar Capital manages approximately $2.06 billion for individual and high-net-worth clients, private investment funds, accredited investors, charities, and corporate entities. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, incorporating both active and passive management, options hedging, and, where appropriate, derivatives and leverage.

Nicolas Sitinas is a financial advisor with Papamarkou Wellner Perkin Advisors in New York, NY. He holds a Series 63 designation and has five years of industry experience, along with fourteen years at Papamarkou Wellner Asset Management, Inc. 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 equity, credit, and alternative strategies.

Joel Orris is a financial advisor at Key Client Fiduciary Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wachovia Securities Financial Network, Realta Investment Advisors, and Realta Equities. Key Client Fiduciary Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, corporations, and other business entities by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm develops client-specific investment policies and constructs portfolios based on fundamental analysis, with ongoing monitoring and periodic reviews.