Lore Gordon is a financial advisor at RMR Wealth Management with 37 years of industry experience. She has been with RMR Wealth Management in New York, NY since 2011. Gordon holds Series 63 and Series 65 licenses. RMR Wealth Management serves individuals, including high-net-worth clients, retirement plans, and corporate/business clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor portfolios across conventional and alternative strategies based on client objectives and risk tolerance.

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years at Capital Group Private Client Services. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm manages roughly $263 million in assets with a team of 14 advisors and primarily uses passive, asset-class-weighted portfolios supported by fundamental analysis.

Michael Zaremsky is a financial advisor with Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His prior roles include positions at Lazard Asset Management and Bank Leumi USA. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients through discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process with a strategic allocation guided by an investment committee and utilizes individual securities as well as mutual funds and ETFs as appropriate.

Steven Woods is a financial advisor at Stirlingshire Investments in New York, NY, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Worden Capital Management LLC and Laidlaw and Company. Woods also serves as CEO and Chairman of the Board of Stirlingshire Investments, Inc., the parent company of Stirlingshire BD LLC and Stirlingshire RIA LLC. Stirlingshire Investments serves individuals, trusts, and other entities, offering discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a range of investment strategies and instruments tailored to client profiles and maintains an affiliation with Stirlingshire BD LLC, requiring advisory clients to use its broker-dealer and clearing custodian.

Axel Agami Contreras is a CFP® professional with one year of industry experience. He is currently affiliated with ANTOLINO Wealth Advisors and has prior experience at AA Financial Advisors, LLC, Kestra Advisory Services LLC, and Antolino & Associates. Before entering the financial industry, he spent six years in full-time education. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers proprietary planning processes and ongoing membership tiers designed to deliver customized portfolio management and financial planning solutions.

Howard Zodicoff is a financial advisor with Aurora Private Wealth, Inc., holding a Series 63 designation and bringing 34 years of industry experience. He has worked at several firms, including MML Investors Services Inc. and MASSMUTUAL. Outside of his advisory role, he serves as vice president and member of Standard Pension Services, providing retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team-based approach, utilizing both firm-designed models and independent managers.

Steven Mc Neilly is a CFP® and ChFC® with 13 years of industry experience. He is currently with Stark Wealth Management LLC and has previously worked at American Portfolios and American Portfolios Financial Services, Inc. He serves as treasurer for the non-profit Reveal, NYC. Stark Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis with tailored model allocations and offers access to third-party money managers and managed account solutions.

Sara Hudson is a financial advisor at Fairport Advisors, Inc. in New York, NY, with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fairport Advisors and its affiliated firms since 2011. Outside of her advisory role, she is involved with The Mount, a nonprofit organization focused on development and fundraising for high-net-worth clientele. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, closely held businesses, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients, employing model-based portfolios that integrate tactical and strategic asset allocation with proprietary technical, quantitative, and AI-supported analysis.

Shweta Lawande is a CFP® professional with five years of experience at Francis Financial in New York, NY. She has been with Francis Financial continuously since 2016, working alongside a team of ten advisors. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized investment management and comprehensive financial planning, including specialized divorce financial planning, and utilizes both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

David Chin is a CFP® professional affiliated with Global Assets Advisory, LLC in New York, NY, with 22 years of industry experience. He has been associated with International Assets Advisory LLC since 2010 and has held roles at Raymond James Financial and its affiliates since 2008. Outside of his advisory work, he is involved with International Assets Investment Management LLC as an advisor. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Henry Mccormack is a financial advisor at Laidlaw Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Laidlaw & Co (UK) Ltd since 2009. Outside of his advisory role, he coaches soccer for the Paramus Spartans SC and teaches chess at the GM Valery Filippov Chess Academy. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation with no-load or institutional mutual funds, ETFs, structured products, and fixed-income securities, and employs methods including Modern Portfolio Theory and both fundamental and technical analysis.

Raymond Schwabe is a financial advisor at First American Asset Advisory, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Wilshire Securities, Inc. since 1998. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor tailored portfolios, offering both discretionary and non-discretionary services across various investment vehicles.

Mohamed Keita is a financial advisor with Aimcdonnaugh & Co. Inc. in Baldwin, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including McDonnaugh Securities LLC and Joseph Stone Capital, LLC. Aimcdonnaugh & Co. Inc. serves individuals, high-net-worth households, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds using fundamental and technical analysis, offering both discretionary and non-discretionary management options.

Kevin Leahy is a financial advisor at Herold Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Herold & Lantern Investments, Inc., Bernard Herold & Co., Inc., and Locust Advisory LLC. Outside of advisory work, he serves as chairman of Locust Advisory LLC, providing consulting services related to strategic planning and business process reengineering, and is also active as an artist through MSL Galleries, LLC. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, and other institutions, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm uses both computer screening and fundamental analysis for security selection, emphasizing domestic large- and mid-cap securities with occasional foreign and municipal or corporate bond exposure.

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Alexander Cripps is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. His prior experience includes work at H.G. Wellington & Co Inc since 2005. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across roughly 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

William Prendergast is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding a Series 65 designation with 20 years of industry experience. He has been with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with individualized, primarily discretionary supervision using a combination of fundamental, technical, and cyclical analysis alongside long- and short-term strategies.

Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios and engages third-party sub-advisers for specialized strategies, offering ongoing portfolio monitoring and comprehensive financial planning.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years at the firm and a total of four years in the industry. Her prior experience includes roles at Marsh & McLennan and the Westbury School District. 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 through a team-based advisory model. The firm manages approximately $2.22 billion in client assets and employs diversified, tailored portfolios with a range of risk management and trading strategies.

Thomas Healy III is a financial advisor at United Asset Strategies Inc. with 11 years at the firm and four years of industry experience. The firm 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. United Asset Strategies manages approximately $2.22 billion in client assets and operates through a team-based advisory model emphasizing diversified, tailored portfolios and active risk management strategies.