David Price is a CFP® with 13 years of industry experience, currently serving as a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY. His prior roles include positions at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, and Clarfeld Financial Advisors. He is a director of Navis Foundation, Inc., overseeing the foundation's activities. Navis Wealth Advisors is an SEC-registered firm that provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets and employs a fundamentally driven, long-term investment strategy using diversified mutual funds, ETFs, individual securities, alternative investments, and options.

Brandon Velez is a financial advisor at 5C Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 5C Capital Management, he worked at Better Mortgage Corporation, Rockit Solutions, Morgan Stanley, and JP Morgan Securities LLC. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a structured due-diligence process to build diversified portfolios using a blend of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets.

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and integrating tax-aware considerations in its investment approach.

Virginia Gray is a financial advisor at Searle & Co. with 40 years of industry experience. She has been with Searle & Co. since 1990 and holds the Series 66 designation. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships and employs a mix of fundamental, technical, and charting analysis within a seven-advisor team.

William Baxter IV is a financial advisor at Baxter Investment Management in Riverside, CT, with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach, managing approximately $1.165 billion in discretionary assets across five advisors.

Bart Di Chiaro is a financial advisor with Discipline Wealth Solutions, Inc. in Tarrytown, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at CPR Investments Inc., Primerica Advisors, and Quest Capital Strategies, Inc. He is also active as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing customized investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm incorporates various investment approaches and offers both in-house management and oversight of third-party managers.

James Rank is a financial advisor at Aspire Advisors, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Aspire Advisors since 2012. Outside of his advisory role, he dedicates a portion of his time to consulting on retirement plan service engagements and client relations for Hamilton Cavanaugh & Associates, Inc., a broker-dealer. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting services to individuals, corporations, and employee benefit plans. The firm manages client assets predominantly through discretionary model portfolios and combines fundamental and technical analysis in its research.

Akshat Piprottar is a financial advisor at Night Owl Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Night Owl Capital since 2022. Prior to that, he held positions at Bank of America and Zimmer Biomet and spent several years as a student. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients, focusing on concentrated, long-term public equity investments primarily in mid- and large-cap companies. The firm manages approximately $865.8 million in client assets through separately managed accounts and private pooled vehicles, employing fundamental analysis and valuation discipline.

Thomas Beattie is a CFP® professional with 31 years of experience in the financial industry. He has worked at Samalin Wealth since 2024 and previously spent 13 years with Stifel Nicolaus & Co Inc. Samalin Wealth provides comprehensive investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis in its investment process, managing approximately $490 million in client assets across eight advisers.

Marc Decuffa is a Series 66-licensed financial advisor at Proxy Wealth Advisors LLC with 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc., JPMorgan Securities LLC, and Long Island Financial Group, Inc. He has also worked as a freelancer and been involved with Proxy Freedom LLC and Cents Ability LLC. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a broad range of instruments and offers specialized services for foreign clients and immigration-related financial planning.

Michael Schmidig is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has recent experience at Traphagen Investment Advisors LLC since 2026. Prior to this, he worked in various roles including at Hoboken FC and Become Elite. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Jeb Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clear Harbor since 2018. Prior to joining Clear Harbor, he was employed at Tecogen Inc and was self-employed for a period. Clear Harbor Asset Management provides financial planning, consulting, and both discretionary and non-discretionary investment management services to a range of clients including individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach and manages approximately $1.743 billion in assets across 19 advisors.

Alexander Macchio is a financial advisor at Traphagen Financial Group with 10 years of industry experience. He holds a Series 65 designation and has been with Traphagen Financial Group, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company since 2014. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs both fundamental and technical analysis, manages discretionary model portfolios, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Carl Zuckerberg is a CFP® with 26 years of industry experience and is a principal at RZH Advisors LLC, where he has worked since 2000. He holds a Series 63 license and is based in Stamford, CT. Outside of advisory services, he is involved in fixed insurance sales as an insurance agent. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, providing fee-based wealth management, discretionary investment management, and financial planning. The firm manages approximately $2.1 billion in assets, typically on a discretionary basis, and utilizes a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with some portfolios incorporating Dimensional Fund Advisors strategies.

Brian Crane is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022. His prior roles include positions at Spring Street Market and Williams College. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on various non-investment matters upon client request.

Michaelangelo Dooley is a CFP® with 15 years of experience in the financial services industry. He is currently with New Edge Wealth in Stamford, CT, having previously worked at UBS Financial Services for 12 years. Dooley serves on the board of directors for South Florida After-School All-Stars and became Chairman in August 2022. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, and trusts, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a blend of independent managers, model strategies, and proprietary solutions with technology-enhanced, human-reviewed investment processes.

Loren Bailey is a financial advisor with Lifemark Securities Corp. in Mt. Vernon, NY, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 29 years of industry experience, including prior roles at J.P. Morgan Securities and Client First Capital, LLC. Outside of advisory work, he is also an independent insurance agent specializing in Medicare insurance and serves as a part-time caregiver. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering a range of managed account programs and tailored, suitability-driven advice.

Raymond Pruzinsky is a financial advisor with Seacrest Wealth Management, LLC, holding the Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Purshe Kaplan Sterling Investments. In addition to his advisory work, he operates a non-variable insurance agency providing various insurance policies to clients. Seacrest Wealth Management is a multi-advisor SEC-registered firm offering comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis across a range of investment vehicles and provides specialized services such as divorce financial mediation and consulting related to variable annuities and employer-sponsored plans.

Tobias Tolino is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds a Series 65 designation and previously worked at Richter Bober Asset Management, LLC for six years before joining Citizens Private Wealth in 2020. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and recently added business consulting services.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Jefferies Investment Advisers LLC since 2023, as well as at Leucadia Asset Management and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.