Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Masterworks Advisers since 2023, with prior roles at Arete Wealth Advisors, Arete Wealth Management, and Masterworks, IO. Outside of advisory work, he is employed as a Masterworks Platform Associate, performing administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through a rules-based investment process that incorporates art market research, third-party appraisals, and allocation models, delivering long-term art-related investment solutions primarily on a non-discretionary basis.

Mark Magnusen is a financial advisor at RMR Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Moors Cabot Inc, Park Avenue Securities, Guardian Life Insurance Company, and Merrill. Outside of his advisory role, Magnusen serves on the boards of several nonprofit organizations focused on youth sports, senior services, adult education, and community development. RMR Wealth Management advises individuals, retirement plans, and business clients through discretionary portfolio management and multiple managed-account programs. The firm tailors investment portfolios using third-party platforms and strategies, including conventional and alternative approaches, to align with client objectives and risk tolerance.

Patrick Gorman is an investment advisor representative with Herold Advisors, Inc., holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Herold Advisors and its predecessor firms since 1986. Outside of his advisory role, he is the president and owner of GF Consultants of NY, an accounting and tax business, and is a co-author of the book *Ghost of the Nightingale*. Herold Advisors, Inc. provides portfolio management services to a broad range of clients including individuals, trusts, and institutional investors. The firm focuses on equities, fixed income, mutual funds, ETFs, and sometimes covered call options, tailoring portfolios based on client objectives and risk tolerance with an emphasis on domestic large- and mid-cap securities.

Chase Wickenheiser is a financial advisor at Magnus Financial Group LLC with five years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, Modus Park Associates, Mass Mutual Life Insurance Company, IHS Markit, and Ipreo, LLC. Outside of his advisory role, he is involved in life and health insurance activities. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs diversified, long-term portfolio strategies supplemented by proprietary quantitative equity and tax-exempt bond strategies.

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.

Nolan Pecci is a Series 65-licensed advisor at Frec with three years of industry experience. His prior roles include positions at SEI Investments and LDR Capital Management. He currently works at Frec Advisers LLC and Frec Markets, Inc. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform to retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm focuses on discretionary portfolio management using direct indexing, tax-loss harvesting, option contract hedging, and tax-aware systematic trading, delivering services primarily through automated software rather than traditional advisor-led interactions.

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.

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.

Mark Pankoff is a financial advisor at Wellington Shields & Co., LLC in New York, NY, holding a Series 66 designation with 15 years of industry experience. He worked at Oppenheimer & Co. Inc. from 2010 to 2018 before joining Wellington Shields, where he has been since 2018. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a range of investment methods and offering both advisory and brokerage account options.

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.

Michelle Fuccella is a financial advisor at Forefront with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Forefront since 2022. Outside of her advisory role, she assists individuals and couples through the divorce process by helping them reach agreements on asset division. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual, business, and corporate clients with investment management and comprehensive financial planning. The firm offers customized portfolio solutions and a broad range of planning services, including estate and special-needs planning, supported by multiple offices and integrated related businesses.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. in New York, NY, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at WealthChoice, Cask, and Cisco Systems. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm employs a market efficiency and strategic asset allocation approach, offering discretionary management and support through a network model that includes paraplanning and community membership programs.

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.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Avi Berg is a financial advisor at Satovsky Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of a cooperative housing tenant association, both unpaid roles. Satovsky Asset Management provides wealth management, financial planning, and investment management services to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $975 million in assets and employs a goals-based, tax-aware investment approach that blends low-cost passive strategies with selective active tilts and tax-sensitive techniques.

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.

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.