Eileen Ohnell is a financial advisor at Night Owl Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Night Owl Capital Management since 2019. Prior to that, she spent 12 years at Ionic Capital Management. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments in mid- and large-cap companies using fundamental analysis and discounted free cash flow valuation.

Henrik Brun is a financial advisor at Clear Harbor Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Clear Harbor since 2021. Prior to that, he spent 18 years at Stonehurst Management, LLC. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, pooled vehicles, and corporate entities. The firm employs a combined bottom-up and top-down investment approach and manages approximately $1.7 billion in assets across 19 advisors.

Michael Wright is a CFP® with 35 years of industry experience. He has worked at Materetsky Financial Group since 2019 and held prior roles at Private Client Services, Broadbrook Enterprises, and TCW Funds Distributors. In addition to his financial advisory work, he is an independent insurance agent. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing investment management primarily on a non-discretionary basis. The firm’s wrap-fee program combines investment management, trade execution, custody, and reporting, and it offers retirement plan consulting and participant education without additional fees.

Victor Zayas is a financial advisor at Stronghold Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previous roles at firms including Transamerica Financial Advisors and United Health Care. Outside of his advisory work, Mr. Zayas is a business broker through Hedgestone Business Advisors. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm typically recommends and monitors third-party asset managers, employing fundamental, technical, and charting analysis within a solicitor-centric business model.

Richard Ainsberg is a financial advisor with Twenty-First Tailored Solutions, Inc. in Scarsdale, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Twenty-First Tailored Solutions since 2011 and previously at Twenty-First Securities Corporation and Crito Capital LLC. Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients by providing ongoing investment strategy and portfolio monitoring. The firm specializes in a short-against-the-box (SATB) strategy and offers non-discretionary advice, managing over $515 million in assets for a concentrated client base.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.

Mark Rathjen is a financial advisor with Prospect Financial Services LLC, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Roberts & Ryan Investments, Inc., Bridgehampton National Bank, and Draper Asset Management. Outside of his advisory work, he owns and operates a business called Next Gen Tests. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Stephen Nicholas is a financial advisor at Platform Technology Partners with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Boston Scott LLC. Nicholas serves on the board of First Tee, an organization that educates youth through programs focused on college pathways. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management and financial consultation. The firm emphasizes a client-involved investment process and manages pooled investment vehicles and private funds, blending these services with brokerage, insurance, and family-office offerings.

Stephan Weinberger is a CFA® charterholder with 18 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and also has a long tenure at Armstrong Shaw Associates Inc. Matrix Asset Advisors is an SEC-registered, employee-owned investment adviser serving individuals, high-net-worth clients, and institutional accounts. The firm offers discretionary portfolio management, retirement-plan consulting, and model-portfolio services, focusing on disciplined large-cap value and dividend income strategies that combine quantitative screening with fundamental research.

James Albanese is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Henley & Company in various capacities since 2004, currently focusing on trading and assisting with supervision. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm builds tailored portfolios using multiple analytical approaches and regularly monitors and rebalances accounts.

Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2020 to 2024, and at Bank of America from 2010 to 2020. Cove Private Wealth provides comprehensive portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, technical, sector, and qualitative analysis with strategic asset allocation and duration management, utilizing a wide range of instruments including derivatives and option-writing strategies.

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.

Kadri Augustin is a Series 65 credentialed financial advisor with two years of industry experience. She currently works at Connective Wealth Partners, LLC and has previously held roles at FG Advisory Services, LLC and The Financial Gym, Inc. Kadri is dually registered with Connective Wealth Partners and FG Advisory Services on a transitional basis. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment approach, offering diversified portfolios and discretionary management tailored to client objectives and risk tolerance.

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.

Albert Akerman is a financial advisor at R & R Financial Planners, Inc. with 30 years of industry experience. He holds a Series 66 designation and has been associated with RNR Securities, LLC since 2015. Outside of advisory work, he serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and employs a combination of model portfolios, customized strategies, and options-based approaches while operating with an in-house broker-dealer and insurance distribution capabilities.

Keith Douglas is a financial advisor at United Asset Strategies Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lantern Investments, Convera, and Peak Alliance. 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 utilizes a team-based advisory model with diversified, tailored portfolios and active fixed-income management.

William Romeo is a CFP® and Series 63 licensed financial advisor with 44 years of industry experience. He has been with R & R Financial Planners, Inc. since 1983 and RNR Securities, L.L.C. since 1997. In addition to his advisory role, he works as an independent insurance agent for Security Mutual Life Insurance Company of NY. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of model portfolios, customized strategies, and options/derivatives alongside third-party managers.

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.