Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Purshe Kaplan Sterling Investments. He also spent eight years as a self-employed advisor prior to joining his current firm. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management using customized and model-based portfolios across multiple risk strategies.

Pablo Jimenez is an investment advisor at Ameraudi Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameraudi Asset Management since 2018, with prior experience at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management serves primarily high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolios, employing a macro, asset-allocation approach that uses diversified exposures through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.

Alexander Paszkiewicz is a financial advisor at CFS Investment Advisory Services LLC with six years of industry experience. He holds a Series 65 credential and has worked at CFS since 2020. Outside of his advisory role, he serves as a board member for Ability School, a private educational institution for children ages 3 to 13, where he attends meetings and provides advice. He also provides occasional tennis instruction. CFS Investment Advisory Services, LLC offers financial planning, investment management, and retirement plan consulting to 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 a range of investment vehicles while conducting ongoing monitoring and regular reviews.

Lin Shiow is a financial advisor at Stratton Capital Investment Advisory LLC and holds a Series 65 designation. She has been with Stratton Capital since 2021 and has experience investing in startups as part of an angel investor group. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, including a significant number of non-U.S. clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and other securities, employing fundamental analysis and ongoing monitoring to align with client objectives and risk tolerance.

Jill Ganey is a financial advisor at Strategic Wealth Management Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience at Sidoti and Cantor Fitzgerald. Strategic Wealth Management Group provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs customized asset allocation strategies using fundamental, technical, and modern portfolio theory analyses and manages over $830 million in client assets.

Killana Williams is a financial advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Prior to joining Palumbo Wealth Management in 2020, she worked at UBS Financial Services from 2014 to 2020. She is also a registered representative with Private Client Services. Palumbo Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamentals-driven investment approach combined with tactical tools and utilizes a combination of in-house and third-party execution and oversight.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

Jake Steinberg is a CFP® with five years of industry experience, currently serving as a financial advisor at Revolve Wealth Partners, LLC. He has been with Revolve Wealth Partners since 2019. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, independent third-party managers, and private placement investments, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Frank Manziano is a CFA® and holds a Series 66 license with nine years of industry experience. He is currently with SimplyRIA Advisor Network and operates his own entity, Frank the Financial Coach LLC. Manziano has prior experience at Hennion & Walsh Asset Management, Inc. and Sound Financial Advice, LLC. He also serves in educational roles with the Tenafly and Glen Rock Boards of Education. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a combination of active and passive management strategies and offers services through multiple independent Investment Adviser Representatives within a corporate RIA structure.

Joseph Rossetti 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 firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. 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 non-investment matters such as college and retirement planning and estate planning when requested by clients.

Jack Baron is a Series 65-licensed financial advisor with Revolve Wealth Partners, LLC in Hackensack, NJ. He has four years of industry experience, including previous roles at Epic and as a student before entering the advisory profession. Revolve Wealth Partners is a multi-team registered investment adviser serving individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to client risk profiles, with an emphasis on tax sensitivity, ongoing manager due diligence, and access to alternative strategies for qualified investors.

Hugo Gozlan is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His career includes roles at Banque Transatlantique and Orionis Management, as well as academic positions at PSL University and CY University. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, focusing on cross-border investment needs such as currency, debt, and risk management for euro-denominated assets. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up research to develop tailored asset allocation strategies and maintains strong operational ties to Banque Transatlantique and the Crédit Mutuel group.

Ellen Lazarus is a financial advisor at Charles Pratt & Company, L.L.C. based in New York, NY, holding Series 63 and Series 65 registrations with five years of industry experience. She has been associated with Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company provides custodial, investment, tax, accounting, and financial planning services primarily to multigenerational Pratt family members and a select group of individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a long-term, asset allocation-focused investment approach and utilizes third-party manager selection and monitoring to manage client assets.

Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Nicholas Laverghetta is a CFP® professional with 23 years of industry experience, currently serving at NCM Capital Management, LLC since 2009. He holds Series 63 and Series 66 licenses and is based in Ramsey, NJ. NCM Capital Management serves individual and high-net-worth clients, as well as charitable organizations, foundations, and businesses, managing approximately $431.7 million in discretionary assets. The firm employs a blend of passive and active investment strategies within a Modern Portfolio Theory framework to build diversified, tax-aware portfolios and integrates custodian-provided educational resources into its practice.

Andrew Altfest is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding the CFP® designation and Series 65 license with five years of industry experience. He has worked with the firm since 2009, accumulating 17 years at Altfest Personal Wealth Management and its predecessor. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm manages individualized portfolios primarily on a discretionary basis and employs fundamental, technical, and cyclical analysis, offering both 3(21) and 3(38) retirement-plan services alongside participant education and tailored consulting.

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs a blend of quantitative, fundamental, and technical analysis in its investment approach and offers subscription-based research and client education as part of its service offerings.

Isaac Claar is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Revolve Wealth Partners, LLC since 2023 and previously worked for ten years at Solomon Schechter Middle School. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes discretionary portfolio management, global diversification, and tax sensitivity while coordinating with clients’ other professional advisors.

Henry Beinstein is a financial advisor at Gagnon Securities, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 2002. Beinstein is a Certified Public Accountant and Chartered Global Management Accountant, serving as an Independent Director and Chairman of the Audit Committee at Vector Group LTD, as well as holding independent board roles at the Lombardy Hotel and the Omega Institute, a nonprofit organization. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.