Jeffrey Golden is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Circle Advisers Inc in New York, NY. He has been associated with Circle Advisers since 2002 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is also a licensed insurance agent. Circle Advisers Inc primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services and financial planning. The firm manages assets through a fundamental analysis approach, employing both long- and short-term strategies across a diverse range of investments.

Drew Collins is a CFA® charterholder with six years of industry experience. He has worked at Magnus Financial Group LLC since 2022 and previously spent eleven years at Greenwich Investment Management, Inc. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in regulatory assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified asset allocation.

Enri Dama is a financial advisor at WealthEdge Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TSA Portfolio Management, Inc. and Halliday Financial, LLC since 2017, as well as Forefront Capital Markets, LLC from 2013 to 2017. Outside of his advisory roles, he provides consulting services through Ed Hammer LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering custom portfolios and a variety of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Stephen Burke is a Series 63–licensed financial advisor with ARS Investment Partners, LLC, based in New York, NY. He has 35 years of industry experience, including over 10 years with ARS Investment Partners. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee approach combining macro and sector analysis with fundamental research to provide tailored portfolios, including separately managed accounts and ETF-based strategies.

Jonah Blumenthal is a financial advisor at Opal Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Rivkin Radler LLP, Forchelli Deegan Terrana LLP, and Greenwald Weiss. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with comprehensive financial planning, consulting, and portfolio management services. The firm customizes portfolios using mutual funds, ETFs, bonds, and independent managers accessed via UMA platforms, and offers a range of proprietary model strategies supported by manager due diligence and AI-augmented research.

Arden Gayle Santos is a financial advisor at Cross Border Wealth, LLC in New York, NY, holding a Series 65 designation. Santos has been with Cross Border Wealth since 2020, with prior experience at Concentrix and Interpublic Group. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting, primarily allocating client accounts to exchange-traded funds (ETFs).

Menachem Lerman is a financial advisor at Equinum, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Beth Rivkah and Robert Lubin & Associates. Equinum provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations, offering portfolio management, retirement-plan advisory, variable annuity management, family office services, and robo-advisor options. The firm uses both fundamental and technical analysis and combines proprietary robo-advisor models with traditional portfolio management, supported by an operational relationship with accounting firm Roth & Company LLP.

Mustaque Choudhury is a financial advisor with Soulence Wealth Management in Astoria, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at several firms such as New York Life Insurance Company, Mass Mutual Life Insurance Company, and Penn Mutual Life Insurance Company. Soulence Wealth Management provides investment management and integrated financial planning primarily for individual clients, delivering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to alternative investments. The firm employs tailored strategies using a combination of asset allocation methods and analysis techniques, with continuous account monitoring and rebalancing.

Katherine Dean Stahl is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC. Her prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is involved in women’s empowerment initiatives through Living Your Worth, Inc., where she teaches and speaks on financial independence, and serves on the advisory board of the Silicon Valley Women Founders Fund. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process that incorporates proprietary model portfolios, ongoing manager due diligence, and a combination of quantitative and qualitative strategies.

William Platt is a CFP® with 23 years of industry experience. He has been with Momentum Advisors since 2014 and previously worked at Farther. Outside of his advisory work, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors is a registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, charitable institutions, foundations, pension plans, and small businesses. The firm emphasizes customized portfolio construction and ongoing monitoring, using mutual funds, ETFs, and third-party managers.

Steven Novack is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. He has been with Altfest since 2018 and previously worked as a financial services consultant from 2016 to 2018. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios with individualized strategies that incorporate fundamental, technical, and cyclical analysis, and sponsors several private pooled investment vehicles.

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Claraphi Advisory Network and West Advisory Group. Outside of his advisory work, he occasionally assists at an award-winning jazz club. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting, often utilizing exchange-traded funds alongside other investment vehicles.

Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

Robert Goodman is a financial advisor at Strategic Wealth Management Group in New York, NY, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Wealth Management Group since 2016. Strategic Wealth Management Group offers discretionary and non-discretionary investment advisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm provides portfolio management through model portfolios, separately managed accounts, and third-party wrap programs, tailoring strategies to client objectives across a range of risk profiles.

Harvey Wacht is a Senior Managing Director at Shufro, Rose & Co., LLC with 54 years of industry experience. He has been with Shufro, Rose & Co. since 2001 and previously worked at Purshe Kaplan Sterling Investments. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm provides discretionary and non-discretionary portfolio management with a long-term investment approach, utilizing equities, funds, fixed-income instruments, and selectively employing strategies such as options and alternative investments aligned with client objectives.

Samandar Kasimov is a financial advisor at Avestar Capital, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Neuberger Berman LLC and Frisch Financial Group, Inc. prior to joining Avestar Capital. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a range of clients including individuals, high-net-worth clients, private funds, charities, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party portfolios, offering financial planning and portfolio management services with access to private funds and special purpose vehicles.

Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis and bottom-up stock selection across various portfolio models. The firm offers discretionary account management and advisory services supported by an investment committee and operates multiple branch offices with affiliations that provide dual-registration pathways for its financial professionals.

Nicolas Sitinas is a financial advisor with Papamarkou Wellner Perkin Advisors in New York, NY. He holds a Series 63 designation and has five years of industry experience, along with fourteen years at Papamarkou Wellner Asset Management, Inc. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across equity, credit, and alternative strategies.

Francis Gemino is a financial advisor at Henley & Company Wealth Management LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henley & Company in various capacities since 2004. 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 offers tailored portfolios based on client risk profiles, employing multiple analytical approaches and a range of investment strategies, and manages approximately $90.8 million in discretionary assets as of December 31, 2023.

Dawn Bodami is a financial advisor at Shulman DeMeo Asset Management, LLC, holding a Series 65 designation with 19 years of experience at the firm. She has been with Shulman DeMeo since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm uses a wrap fee program combining advisory, trade execution, custody, and reporting, and implements portfolios with a mix of index funds, ETFs, individual stocks, and bonds, generally recommending Charles Schwab as custodian.