Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.

Michael Lehman is a CFP® with 29 years of experience in the financial industry. He is currently with Premier Path Wealth Partners, LLC, a team-based firm, and has prior experience at Bank of America NA and Merrill Lynch Pierce, Fenner & Smith, Inc. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm utilizes multiple analytic approaches across various instruments and emphasizes continuous monitoring, rebalancing, and a combination of internal and third-party investment solutions.

John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.

Mark Chemtob is a CFP® with 28 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for 16 years at Ameriprise Financial Services, Inc. He is also a licensed insurance professional in a non-advisory capacity. Chemistry Wealth Management LLC is an SEC-registered fiduciary providing discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers ongoing monitoring, customized advice, and flexible planning options.

Reema Patel is a CFP® professional at Councilor Wealth LLC with two years of industry experience. She has worked at May Barnhard Investments, LLC, a subsidiary of Councilor, Buchanan & Mitchell, P.C., where she also provides accounting services including tax, audit, and advisory. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations. The firm employs long-term investment strategies and integrates financial planning with investment management, serving clients with a range of asset levels.

Daniel Fred is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior experience includes roles at National Securities Corporation and National Asset Management. AtCap Partners provides investment management and financial planning services to individuals as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers alongside proprietary portfolio management.

Alexandra Makowski is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at CFS Investment Advisory Services LLC since 2015, with a two-year period at Cambridge Investment Research from 2015 to 2017 before returning to CFS. Outside of her advisory role, she serves as a song leader at Our Lady of Pompeii Church, a position she has held since 2012. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations, managing approximately $2.73 billion in assets. The firm uses a diversified approach including mutual funds, ETFs, individual securities, and independent managers, and serves clients on both discretionary and non-discretionary bases.

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Stacy Francis is a CFP® certified financial advisor with 10 years of industry experience, currently practicing at Francis Financial in New York, NY. She founded and serves as a board member of Savvy Ladies, a nonprofit focused on financial education, where she coordinates board meetings, designs education programs, and participates in speaking engagements. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment supervisory services, comprehensive financial and divorce financial planning, utilizing asset allocation and both long- and short-term strategies, with a focus on women’s financial well-being.

Stephen Marek is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Joseph Gunnar & Co. LLC and Ceros Financial Services. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and external managers.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

Bindia Rosas is a financial advisor at Abner Herrman & Brock, LLC with seven years of industry experience. She holds a Series 66 designation and has been with the firm since 2017. Abner Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets across more than 2,100 client relationships, employing a top-down investment process that integrates fundamental, technical, cyclical, and quantitative analysis.

Kurt Stein is a financial advisor at Singer Wealth Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch and Bank of America. Outside of investment advising, he serves as the managing member of Skymount LLC, providing consulting services to religious organizations. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans with comprehensive financial planning and portfolio management. The firm provides discretionary and non-discretionary management, fiduciary consulting, and access to alternative investments, supporting client objectives through individualized investment policy statements and a combination of fundamental and tactical strategies.

Caryn Zweig is a financial advisor with Abner Herrman & Brock, LLC in Jersey City, NJ, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Abner, Herrman & Brock since 1991. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets and employs a top-down investment approach combining fundamental, technical, cyclical, and quantitative analysis.

Marc Davis is a CFA® charterholder with five years of industry experience. He has worked at Cary Street Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm combines quantitative asset-allocation models with fundamental security selection and manages portfolios on a discretionary basis across multiple advisory and wrap fee programs, including an actively managed proprietary ETF.

Michael Milevoi is a CFP® and Series 65-licensed financial advisor at TKG Wealth Advisers LLC with two years of industry experience. Before joining TKG Wealth Advisers in 2024, he worked at SHI International and held positions at Rowan University and Colonia High School. He is the owner of Mileboy Holdings LLC, a non-investment-related valet service business. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and is known for its operational ties to an affiliated accounting practice, enabling combined service offerings and cross-referrals.

Nicholas Scaturro is a financial advisor at Atcap Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at National Asset Management and National Securities Corp. His background also includes roles outside finance, such as positions at Forrest Hills Station House and Community House. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering tailored portfolios through proprietary strategies, sub-advisors, and third-party managers.

Taylor Conrad is a financial advisor at Argus Investors' Counsel, Inc. based in New York, NY, holding a Series 65 designation with three years of industry experience. His work history includes roles at Argus Research and Freedom Boat Club. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, focusing on bottom-up stock selection and a long-term, low-turnover approach. The firm also licenses model portfolios and offers consulting services to other investment advisers, distinguishing itself through integration with Argus Research and a diverse range of specialized investment strategies.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.