Mariano Henin is a CFP® professional with 20 years of industry experience, currently serving at Andrew Garrett Inc. since 2006. Prior to that, he worked at Globalstar Tesam Argentina for 19 years. He holds Series 63 and Series 65 licenses. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a multi-platform investment model with various advisory programs and works with multiple sub-advisers to implement strategies across ETFs, mutual funds, individual securities, and options.

Thomas Martin is a ChFC® with five years of industry experience and is based in New York, NY. He is part of Circle Advisers Inc., where he has been affiliated since 1981, which reflects a long tenure with the firm. Outside of his advisory role, Martin is involved in life insurance brokerage through affiliated entities such as Circle Consulting Group, Inc. and Circle Benefits Planning, Inc. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm manages client assets using fundamental analysis and a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, while maintaining a team-focused approach across multiple offices.

Peter Devlin is an investment advisor with Aurora Private Wealth, Inc. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. Prior to joining Aurora Private Wealth in 2017, he worked at Wealthstream Advisors for five years. In addition to his advisory role, he serves as a relationship manager at Standard Pension Services, LLC, focusing on retirement plan consulting and client relationship management. Aurora Private Wealth, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors and employs various investment strategies using third-party platforms such as Envestnet and SEI.

Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Cole Flynn is a financial advisor at Flynn Zito Capital Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Financial, ALPS Distributors, and GraniteShares. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals and high-net-worth households. The firm offers comprehensive wealth management and customized portfolios using a variety of investment strategies, combining discretionary management with third-party sub-advisers and operating in a hybrid relationship with LPL Financial.

Joshua Garcia is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Royal Alliance and The Northstar Group since 2013. Outside of finance, he is also a musician and songwriter who performs original music under his own name. The Northstar Group, Inc. is a five-advisor team managing over $870 million in discretionary assets for individuals, trusts, pension plans, and business entities. The firm provides customized portfolio management and financial planning, emphasizing risk tolerance assessment and adapting strategies to client circumstances and market conditions.

Maxwell Levi is a financial advisor at Perennial with a Series 65 credential and two years of industry experience. He has been with Perennial Advisors since 2023. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations by providing wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and efforts to minimize fees and taxes, often utilizing equities, ETFs, fixed income, derivatives, and margin strategies.

Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.

Xing Wang is a financial advisor at Bluesphere Advisors LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Light Horse Securities, Inc., Score Priority Corp., Just2Trade, Inc., and Whotrades FX, LLC. Outside of his advisory role, Wang serves as an executive committee member at Ainvest Fintech Inc., where he assists with business strategy and product planning. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management as well as financial planning and business-transition consulting. The firm emphasizes a long-term, portfolio-driven approach using institutional mutual funds and ETFs alongside equities and fixed income, incorporating margin and options strategies for portfolio construction and risk management.

Andres Garcia is a financial advisor with Zoe Financial, Inc. in New York, NY. He holds a Series 63 designation and has five years of industry experience. Garcia has been with Zoe Financial and its related entity Zoe Financial & Co. since 2016. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network. The firm also offers a separate Wealth Platform providing reporting and administrative services to RIAs, while not managing client assets or charging users for referrals.

Evan Slater is a financial advisor with Point Windward Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as Senior Vice President and Fixed Income Portfolio Manager at Beech Hill Advisors, Inc. since 2017. Outside of his advisory role, he manages LRF Slater Co, Inc., an asset management company specializing in commercial real estate development. Point Windward Advisors is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a variety of trading strategies, including short-term trading and options, and emphasizes portfolio management by individual managers who conduct at least quarterly reviews.

Francis Horneff is a financial advisor at Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Herold Advisors, Inc. since 1996 and also has experience with Lantern Wealth Advisors, LLC and Herold & Lantern Investments, Inc. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, and foundations through managed accounts on discretionary and non-discretionary bases, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm combines computer screening and fundamental analysis to tailor allocations primarily in domestic large- and mid-cap securities, with periodic reviews and quarterly client communications.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.

Daniel Ramaroson is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 66 designation with four years of industry experience. He previously worked at Fidelity from 2016 to 2021 before joining Empirical Research Partners in 2021. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm uses proprietary quantitative models combining top-down macroeconomic analysis with bottom-up factor modeling to support institutional decision-making and does not manage client assets or offer retail services.

Amy Sun is a financial advisor at Financial Decisions, LLC in New York, NY, holding a Series 65 designation and with three years of industry experience. Her prior roles include positions at PARS International Corp., Bergen Sun Consulting Inc., The College of New Jersey, and Ramapo High School. Financial Decisions, LLC serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm uses a client-focused process to allocate and monitor assets across a diverse mix of investments, including municipal and corporate bonds, equity mutual funds, and private investment funds, operating from multiple offices despite a small advisory team.

Brett Rosen is an advisor with Edge Wealth Management, LLC in New York, NY. He has held Series 63 and Series 65 licenses and has been active in the industry since 1991. His experience includes over 30 years with Massachusetts Mutual Life Insurance Company and more than 17 years at Edge Wealth Management. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management and limited financial planning services. The firm customizes portfolios using a fundamental analysis approach across various asset classes and maintains a relatively small client base with approximately $827 million in assets under management.

Michael Trapp is a financial advisor at Avestar Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services before joining Avestar Capital. Avestar Capital is an SEC-registered investment adviser managing approximately $2.06 billion across a diverse client base including individuals, high-net-worth clients, private investment funds, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party portfolios, and offers services such as financial planning and access to private funds and special purpose vehicles.

Paul Elliot is a CFA® charterholder with 47 years of industry experience. He has been with ELCO Management Company, LLC since 1995 and worked previously at Bruderman Brothers, LLC. Based in New York, he holds the Series 63 designation. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across various strategies and manages private pooled vehicles and separately managed accounts.

Stephen Gross is a CFP® professional at Mezzasalma Advisors with 20 years of industry experience. He has operated his own advisory firm, IA Stephen M. Gross, Inc., since 1991 and joined Mezzasalma Advisors in 2025. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and typically pursues long-term purchase strategies tailored to client objectives.