Christine Lucero is a CFP® professional with four years of experience at Satovsky Asset Management LLC in New York, NY. She has been with the firm since 2013, which operates as a team of five advisors. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in regulatory assets and emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for alternative investments when appropriate.

Karen Altfest is a CFP® professional with 13 years of industry experience. She has been with Altfest Personal Wealth Management since 2009. Altfest Personal Wealth Management serves individual clients across wealth levels, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Steven Shaiman is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2018, he worked at Calton & Associates, Inc. for 13 years. Outside of his advisory role, Shaiman provides tax and accounting services as a CPA and holds a real estate license. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities with financial planning, consulting, and portfolio management. The firm offers customized portfolios and a combination of advisory, brokerage, and insurance products.

Daniel Hayes is a financial advisor at Argos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bessemer Trust Company, N.A. for 21 years. Hayes is a limited partner in a restaurant business, Eatdrinknj LLC, located in Milburn, NJ. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation approach and integrates financial planning into portfolio management, employing a variety of investment vehicles and third-party managers tailored to client needs.

Preston Buhrmaster is a financial advisor at Zoe Financial, Inc. in New York, NY, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Everlaw and Aflac, as well as experience with a CPA firm and his own company, JH Buhrmaster CO. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, providing reporting and administrative support to participating RIAs, focusing on referrals and platform services rather than direct retail account management.

Philip Oppenheimer is a financial advisor at Oppenheimer + Close, LLC with 10 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. Outside of his advisory role, he serves as a managing member, analyst, and portfolio manager of Oppvest, LLC, which is the general partner of three investment partnerships. Oppenheimer + Close serves individuals, families, retirement-plan participants, trusts, and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed domestic and foreign equities, offering discretionary portfolio management, fiduciary advice, and coordinated financial planning.

Thorne Perkin is a financial advisor at Papamarkou Wellner Perkin Advisors with 25 years of industry experience. He holds a Series 63 designation and has worked with Papamarkou Wellner Asset Management Inc. since 2014 and Papamarkou Wellner & Co., Inc. since 2009. Outside of his advisory role, he is an owner and board member of Perkin & Perkin LLC, a start-up developing surgical disinfecting soap. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, foundations, pensions, trusts, estates, charitable organizations, and corporate entities. The firm employs proprietary analytical modeling and a bottom-up equity research process combined with a multi-manager approach, offering a range of investment strategies and sponsoring private funds such as the PW Portfolio and the PW Nordic Tech Fund.

Gerson Ossers is a CFP® with 12 years of industry experience, currently affiliated with Cerity Partners LLC since 2026. He previously worked at Shufro, Rose & Co., LLC for seven years, along with positions at Source Financial Advisors, Procyon Private Wealth Partners, UBS Financial Services, and Northwestern Mutual Investment Management. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services 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.

Laura Asker is a financial advisor at Empirical Research Partners LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Empirical Research Partners for a total of 18 years, with a five-year hiatus. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors such as money managers, hedge funds, insurance companies, and broker-dealers. The firm focuses on quantitative models combining macroeconomic and statistical analysis to support professional investors’ independent decision-making rather than managing assets or executing trades.

Ladyanne Castellanos is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has worked at Ameraudi Asset Management, Inc. since 2024 and previously held positions at Morgan Stanley Smith Barney LLC and Wells Fargo Advisors. Ameraudi Asset Management provides portfolio management and asset-allocation services primarily to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and combining fundamental, technical, and macroeconomic analysis within both discretionary and non-discretionary programs. The firm operates as a wholly owned subsidiary of Interaudi Bank, serving a diverse client base including many non-U.S. investors.

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Kenneth Gutwillig is a financial advisor at Financial Decisions, LLC with 23 years of industry experience. He holds a Series 63 designation and has worked at Financial Decisions since 2016, with prior roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent. He is also involved in insurance sales and services, including life, accident, health, disability, and long-term care insurance. Financial Decisions serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations by providing portfolio management, financial planning, and consulting. The firm employs a diversified investment approach with a mix of bonds, equities, independent managers, and variable annuity management, operating from multiple offices despite a small advisory team.

Jacob Turner is a CFP® and Series 65-licensed advisor with two years of industry experience. He has worked at Jim Saulnier & Associates, LLC since 2023 and previously held roles at Ritholtz Wealth Management, Financial Design Studios, and AbbVie, Inc. Jim Saulnier & Associates, LLC serves individual and high-net-worth clients, focusing particularly on those approaching or in retirement. The firm provides retirement and financial planning, portfolio management, investment analysis, and tax-focused planning, using a passive model portfolio approach and a fixed-fee structure.

Yasmeen Mock is a financial advisor at Kimelman & Baird, LLC with 21 years of industry experience. She holds the Series 66 designation and has been with the firm in various capacities since 2002. Outside of her advisory role, she serves on the finance committee of Lifeway Network, providing financial oversight. Kimelman & Baird offers discretionary portfolio management to individuals, families, trusts, charitable and institutional investors, including retirement-plan clients, primarily through separately managed accounts. The firm combines fundamental and technical analysis with both long- and short-term trading strategies tailored to client objectives.

Amelia Weir is a financial advisor at Paradigm Capital Management, Inc. with 25 years of industry experience. She has worked at Paradigm Capital Management since 2008 and has been associated with C.L. King & Associates since 2001. She holds the Series 63 designation. Paradigm Capital Management, Inc. is a registered investment adviser managing discretionary assets primarily for pooled investment vehicles and institutional clients, including pension plans, foundations, corporations, and high-net-worth individuals. The firm employs a fundamental, bottom-up research approach with six principal strategies across separate accounts and commingled vehicles, overseeing approximately $2.2 billion in discretionary assets.

James Elliot is a CFA® charterholder with 28 years of experience in the financial industry. He has been with ELCO Management Company, LLC in New York, NY, since 1995. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and as adviser and general partner to a private pooled vehicle. The firm combines fundamental and technical analysis across multiple strategies and employs options, short selling, and leverage where appropriate.

Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at LPL Financial LLC and INVEST Financial Corporation. 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, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.

Kevin Leeds is a financial advisor at Vision Retirement with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice as president of Kevin L. Leeds, CPA, PC since 1980. Prior to joining Vision Retirement, he worked at Vaughan and Company Securities, Inc. for five years. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios, incorporating technology and tax-aware strategies.

Thomas Carhart is a financial advisor with South Street Advisors, LLC in New York, NY, holding four years of industry experience. He has been with South Street Advisors since 1998. Outside of his advisory role, Mr. Carhart serves as vice president of Baronne Services, a management company for family-owned oil and gas partnerships, and is a director of two not-for-profit organizations: Arts for Art in New York and Prevent Child Abuse America in Chicago. South Street Advisors provides discretionary investment management primarily to high-net-worth individuals and institutional clients, including U.S. non-profit endowments and private foundations. The firm employs a systematic, research-driven investment process with a focus on asset allocation and quantitative screening, managing roughly $825 million across U.S. equity, balanced, and fixed-income strategies.