Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Caleb Howard is a financial advisor at Weigelfam with a Series 65 credential and seven years of industry experience. He has worked at Legacy Wealth Management since 2019 and currently owns and operates ATPP, LLC, a video production services business. Caleb combines advisory roles with his entrepreneurial activities in video production. Weigel Fiduciary Asset Management offers wealth management, discretionary and nondiscretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs proprietary models and a “6 Sleeves” diversification approach, with investment decisions driven by fundamental and cyclical analysis and a generally long-term orientation.

Michael Schupak is a CFP® and Series 65 credentialed advisor at Astra Wealth Partners with 11 years of industry experience. He has served as managing member, chief compliance officer, and investment adviser representative at both Astra Wealth Partners and Schupak Financial Advisors, LLC. He is based in Jersey City, NJ. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active management techniques and is notable for managing a private pooled vehicle that utilizes ETFs, options, and equities.

Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

Jared Ziment is a financial advisor at Ziment Financial Advisors, Inc. in New York, NY, with nine years of industry experience. He previously worked at Morgan Stanley & Co LLC for eight years and at Cabrera Capital Markets for one year. Jared holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and standalone financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure, employing quantitative models and real-time market data in portfolio construction and hedging.

Austin Cagley is a financial advisor at IADVISE Partners with a Series 65 credential and one year of industry experience. Prior to joining IADVISE Partners in 2026, he worked in the fitness industry, including roles at Barry's Bootcamp LLC and ONE PELOTON LLC. He is involved with Barry's Bootcamp LLC and Cadence Innovation Labs LLC in fitness-related capacities. IADVISE Partners provides investment advisory and asset allocation services to individuals, corporations, trusts, and charitable organizations, typically serving high-net-worth clients. The firm offers customized portfolio management and family office services with an investment approach that includes equities, fixed income, options, alternative investments, and the use of hedging and leveraging techniques where appropriate.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Paul Reback is a CFP® professional with 15 years of industry experience. He is the principal of Capital Estate Advisors, Inc., where he has worked since 1993. In addition to his advisory work, he holds insurance agent licenses in several states and is appointed with various carriers. Capital Estate Advisors, Inc. provides discretionary investment supervisory services primarily to individual clients, high-net-worth individuals, trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with a generally long-term holding horizon and occasional option writing, offering both portfolio management and standalone financial planning services.

Brian Hegarty is a financial advisor with Hegarty Advisors, LLC in Garden City, NY, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Credit Suisse Securities (USA) LLC, Btig LLC, and Berenberg Capital Markets LLC. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $171 million for over one hundred clients, primarily using passive, asset-class-based portfolios with an emphasis on tax-efficient construction and individualized investment policy statements.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, with nine years of industry experience. He previously worked at Castle Hill Capital Partners and spent 21 years at Davis Selected Advisors. Whitaker holds Series 63 and Series 65 licenses. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates classified as qualified clients. The firm follows a long-term, low-turnover approach supported by proprietary research and third-party analysis, integrating artificial intelligence tools for decision support and maintaining an institutional custody relationship.

Steven Abernathy is the owner of Abernathy Group II LLC and holds a Series 63 designation with 41 years of industry experience. He previously worked at Dinosaur Financial Group, LLC from 2017 to 2023 and has been involved with Abernathy Group II since 2009. Outside of advisory services, he owns a separate entity that acquires distressed real estate. Abernathy Group II LLC provides family office services and separately managed accounts to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a core-and-satellite investment approach using factor-based index ETFs combined with active management, and also offers pension consulting and services for employer-sponsored 401(k) plans.

Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham Lane since 2016. In addition to his advisory role, Olivieri is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC offers discretionary investment management services to individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation through concentrated portfolios and uses a variety of investment instruments, including derivatives.

Daniel Veliz is a CFA® charterholder based in New York, NY, currently with Franco Financial Advisors, Inc. He has been working in financial advisory and consulting roles since 2019, including time at Franco Financial Group, Inc. Veliz spends a portion of his time providing corporate and personal financial consulting through Franco Financial Group, Inc. Franco Financial Advisors, Inc. serves individuals, high net worth clients, trusts, estates, and businesses, typically with relationships starting at $1 million. The firm manages approximately $72 million in assets and offers customized portfolios using various securities while integrating investment banking and corporate finance services through its parent company.

Most people come to me at a similar point in life: income has jumped, life has gotten complicated faster than anyone prepared them for, and they have no time to sort it out. That's where I come in. I'm a CFP® professional and financial advisor with Firebrand Wealth Management, a women-owned fee-only fiduciary RIA. Our firm serves women, their families & allies, along with people that our industry has traditionally overlooked. That's the work I care about. I'm also a first-generation professional, and many of the people I work with are building wealth without a foundation. That includes LGBTQ+ households. I mentor first-generation business students at Rutgers for the same reason. My clients typically fall under two buckets: - Physicians, from residency training through pre-retirement. Residents and fellows moving into attending roles, mid-career doctors weighing partnership decisions (e.g., private practice, private equity-backed, or non-profit), and attendings planning for their next step. Student loans and PSLF, contract review, retirement plans, estate planning, and asset protection. - Early-career professionals in tech, marketing, law, and consulting whose pay is complicated and who are making these calls for the first time. Equity compensation like RSUs and ISOs, tax planning, cash flow, and an investment strategy you can stick with.

Robert Mazzocco is a financial advisor with LeClair Wealth Partners based in New York, NY. He holds Series 66 and Series 65 licenses and has been in the industry since 2026. His prior experience includes roles at GT Securities, Inc. and LeClair Capital Partners, LLC, among other firms. LeClair Wealth Partners provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio approach supported by artificial intelligence tools and invests across a broad range of instruments while offering a firm-branded wrap fee program.

David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets from 2007 and other positions from 2016 to 2020 before joining Blue Ox in 2021. Blue Ox Capital Management provides advisory services to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm focuses on manager selection and due diligence without discretionary portfolio management or trading of client accounts.

Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a manager and analyst at Kahn Brothers Advisors LLC, where he has been working since 1978. His career includes extensive roles within affiliated investment advisory and asset management entities. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a modified value investing approach focused on bottom-up fundamental analysis of publicly traded U.S. equities, emphasizing downside protection and typically holding investments for three to five years or longer.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 19 years of industry experience. Prior to founding The Quick Group in 2025, Leslie spent ten years at Stifel, Nicolaus & Company, Incorporated. Leslie also serves as a registered representative for Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trusts or foundations. The firm emphasizes separate-account portfolio management with a combination of top-down and bottom-up investment processes, tax-aware strategies, and cost-conscious portfolio construction across a range of asset classes.