Donald Bond is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds the Series 63 designation and has been with Edge Wealth Management since 2012. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and customized to client objectives, managing approximately $770.7 million in discretionary assets across a range of securities.

Joseph Becker is a financial advisor at Westco Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Westco Advisory Services, he worked at Morgan Stanley and Jovia Financial Credit Union. Westco Advisory Services, Inc. provides portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $254 million in client assets, using a customized asset allocation approach with regular account reviews and a core-and-satellite strategy for larger accounts.

David La Valle is a Series 65-licensed advisor at American Capital Management Inc with 6 years of industry experience. He has been with American Capital Management, Inc. since 2008. The firm provides discretionary portfolio management primarily to high-net-worth individuals, corporations, and institutional clients. Their investment approach focuses on fundamental analysis of a select group of small- and medium-sized growth companies, emphasizing healthcare and technology sectors with a preference for long-term holdings and lower turnover.

Victor Zayas is a financial advisor at Stronghold Capital Partners LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Transamerica Financial Advisors and United Health Care. Outside of advisory roles, Mr. Zayas is active as a business broker through Hedgestone Business Advisors. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily recommends and monitors third-party managers and operates a solicitor-centric business model supported by a multi-office team.

Kathryn Domack is a Series 65-licensed advisor at Westco Advisory Services, Inc. in Stratford, CT, with 10 years of industry experience. She has been with Westco Financial Services, Inc. since 2007 and Westco Investment Corp. since 2026. Outside of advisory work, she also prepares taxes for Westco Financial Services. Westco Advisory Services provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million across about 316 clients, using a documented risk-tolerance and goals-based investment process combined with a core-and-satellite approach.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.

Anthony Santoloci is a CFP® professional with 10 years of industry experience, currently serving at Shufro, Rose & Co., LLC. His prior roles include positions at Cerity Partners LLC, Gilder Gagnon Howe, Niagara International Capital Limited, and Ameriprise Financial Services, Inc. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using equities, fixed income, ETFs, mutual funds, and cash equivalents.

Stephen Nicholas is a financial advisor at Platform Technology Partners with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including JPMorgan Chase Bank NA and Boston Scott LLC. Nicholas serves as a board member for First Tee, an organization that educates youth through its "Path to College" program. Platform Technology Partners provides portfolio management and financial consultation services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm utilizes a client-focused investment process with allocations across various securities and actively manages pooled investment vehicles and private funds.

Ye Yin is a financial advisor at MayTech Global Investments with five years of industry experience. He holds a Series 63 designation and has been with MayTech since 2016, previously working at Maytech Capital Management. MayTech Global Investments manages approximately $895 million in regulatory assets and offers discretionary portfolio management, model delivery, and sub-advisory services to individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors such as information technology, healthcare, and consumer names, with a geographic emphasis that includes China.

James Albanese is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Henley & Company in various capacities since 2004, currently focusing on trading and assisting with supervision. 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 builds tailored portfolios using multiple analytical approaches and regularly monitors and rebalances accounts.

Eduardo Venosa Junior is an advisor at Stratton Capital Investment Advisory LLC in New York, NY. He holds a Series 65 designation and has experience dating back to 2016 through self-employment, joining Stratton Capital in 2025. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, serving primarily clients outside the United States. The firm focuses on constructing customized portfolios using low-cost mutual funds, ETFs, and individual securities, with an investment approach based on fundamental analysis and long-term orientation.

Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Bank of America. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, focusing on comprehensive portfolio management and retirement plan consulting. The firm emphasizes diversified portfolios that incorporate fundamental, technical, sector, and qualitative analysis, utilizing a range of investment instruments including options and derivatives strategies.

Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

Eduardo Ramirez Cruz is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Truist Investment Services and Santander Private Banking. 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 mainly 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.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Garrett Mancuso is a financial advisor at Measured Risk Portfolios with a Series 66 designation and two years of industry experience. His prior roles include positions at PGIM Investments LLC, Prudential Investment Management Services LLC, and Ameriprise Financial Services LLC. Measured Risk Portfolios provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm employs an investment approach that combines short-duration fixed income with option-based strategies aimed at downside mitigation and upside participation, and it serves as a sub-adviser to an affiliated ETF.

Brett Cohen is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley & Co. LLC, Merrill, Independent Financial Group, LLC, and American Express Company. Outside of his advisory role, he is involved as a member in a venture capital fund and is the sole proprietor of a real estate-related business. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term, fundamentally driven investment approach that incorporates diversified portfolios including mutual funds, ETFs, individual equities, bonds, alternative investments, and derivatives.

Robert Rickey is a CFP® with 32 years of industry experience, currently serving at StraightLine. His career includes 25 years at TIAA-CREF and roles at TruNor Consulting & Coaching Services. Outside of his advisory work, he is an investor and advisory board member for Financial Wellness Labs, a company providing digital tools and coaching for personal financial management, and serves on the advisory board of CIO Group, LLC, a registered investment adviser focused on family office portfolio assessments. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, and retirement education services. The firm employs institutional research and proprietary models to guide portfolio construction, offering access to sub-advisers and structured participant education programs.

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including NatAlliance Asset Management LLC and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients by offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes a patient, custom-tailored investment approach focused on long-term purchases while allowing for shorter-term, opportunity-driven trades.