Richard Lotito is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Invest Financial Corporation and LPL Financial LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Shinichiro Fukui Tamura is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bradesco Securities Inc and Banco do Brasil Securities LLC. Outside of his advisory role, Mr. Tamura has passive investments in a co-working franchise business and owns rental properties, though he is not actively involved in their management. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, primarily serving a non-U.S. clientele. The firm employs a fundamentally driven, long-term investment approach, constructing customized portfolios that often include low-cost mutual funds, ETFs, and individual securities while acting as a fiduciary.

Daniel Lima is a CFA® charterholder with four years of industry experience. He is currently affiliated with Ameraudi Asset Management, Inc., where he has worked since 2023, and previously held positions at Deutsche Bank Securities and Moody's Corporation. Outside of his advisory role, he is involved with The Narita Group LLC, which provides career development coaching and travel guide services. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with portfolio management and asset-allocation services, focusing primarily on exchange-traded funds. The firm employs a macroeconomic investment approach and offers both discretionary and non-discretionary programs, operating as a subsidiary of Interaudi Bank.

Logan Trenz is a financial advisor at Revolve Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. from 2009 to 2017 before joining Revolve Wealth Partners in 2017. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes diversified portfolios with growth and value integration, global diversification, tax sensitivity, and discretionary management coordinated with clients’ other professional advisors.

Eliran Abekassis is a financial advisor at Matauro, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Abekassis is also a licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across about 876 client relationships and offers wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment approach that includes fundamental, macroeconomic, technical, and ESG analysis, covering a broad range of traditional and alternative asset classes.

Claire Brennan is a financial advisor at Tortoise Investment Management, LLC, based in White Plains, NY, with 10 years at the firm and 5 years of industry experience. She holds relevant credentials and focuses on serving high-net-worth individuals and trusts. Tortoise provides discretionary investment management primarily to professionals in demanding careers, emphasizing risk management, tax efficiency, and a conservative long-term investment approach. The firm offers comprehensive financial advice beyond portfolio management, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.

Simon Hudson is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Atlantic Intermediaries, LLC and RFIB. Outside of advisory work, Hudson is involved in insurance-related businesses, acting as program head for Mission Underwriters Hudson Series, LLC and president of Simon The Entrepreneur LLC, which supports insurance business development. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a fiduciary approach with customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and tactical strategies.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. He serves as president of 100 Donors Inc., a registered nonprofit organization. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients through asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes third-party research and proprietary portfolio models, managing diversified investment strategies tailored to client objectives and risk tolerance.

Tracy Byrnes is a financial advisor at Lebenthal Global Advisors, LLC with seven years of industry experience. Prior to joining Lebenthal in 2025, she worked at UBS Financial Services Inc. for seven years and has experience in financial media as a correspondent for Newsmax Media. Byrnes also operated her own consulting service and worked at TheStreet.com. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

James Colby is a financial advisor with Gagnon Securities, LLC in New York, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Gagnon Securities since 2020, previously with Btig LLC and Ladenburg Thalmann & Co. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing services through its broker-dealer platform and affiliated pooled vehicles.

Samuel Magid is a financial advisor at Capital Counsel LLC in New York, NY, with five years of industry experience. He has been with Capital Counsel since 2009. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships, serving a diverse client base including institutional-style clients.

Simon Arrata is a financial advisor with Traynor Capital Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Harvest USA, Sowell Management, Triad Advisors, Targeted Financial Services, and Harvest Krane Investments. He is also the owner of Cooperative Financial, LLC, an advisory firm based in Miami Beach, FL. Traynor Capital Management serves individual and high-net-worth investors as well as corporate pension, 401(k), and charitable/institutional clients. The firm uses a proprietary security-selection process and model-based portfolio strategies focusing on direct equity ownership, combining fundamental, technical, and charting analysis across various market capitalizations and international categories.

Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Dean Mcbeth is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, and Royal Alliance Associates. Outside of advising, he serves as secretary for Creativision Inc., an arts and performing arts organization, and treasurer for the Cortlandt Democratic Committee. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Daniel Katz is a CFP® with 21 years of industry experience, currently serving as a partner at Revolve Wealth Partners, LLC. He has worked at Revolve Wealth Partners and Purshe Kaplan Sterling Investments, Inc. since 2017 and previously spent eight years at Oppenheimer & Co. Inc. Katz is also a licensed fixed insurance agent offering fixed insurance solutions to clients. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a variety of investment vehicles and emphasizes global diversification, tax sensitivity, and ongoing due diligence.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Marianne D’alessandro is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 19 years of industry experience. She has been with Gagnon Securities since 2005. Outside of her advisory role, she provides administrative support for a family-owned real estate business. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, utilizing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering both advisory and brokerage services.

Cynthia Raad is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameraudi Investment Services LLC and academic positions at Cornell University and Lebanese American University. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach that integrates fundamental, technical, and macro analysis. The firm serves both domestic and foreign clients and operates with a notable affiliation to an in-house broker-dealer and Interaudi Bank.