Jonathan Robohm is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2001. Robohm is a partner at Gagnon Administrative Services and co-manages the GIS Fund of Funds. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer and offers brokerage services for retirement and non-retirement accounts.

Lauren Blum is a financial advisor at Capital Counsel LLC with five years of industry experience. She works at Capital Counsel, a firm established in 1999 that currently includes six advisors. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental investment approach focused on selecting profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Alexander Zias is a financial advisor at Flagstar Securities, Inc. in New York, NY, with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Signature Securities, as well as at Rutgers University. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets using a mix of mutual funds, ETFs, alternative investments, and third-party managers, and offers wealth management, a Managed Account Program, and retirement plan consulting.

Feifei Xing is a CFP® professional with five years of industry experience currently working at Altfest Personal Wealth Management in New York, NY. Her career includes continuous roles at Altfest since 2018 and prior experience at OPMI Business School and Whitewood Group Inc. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm employs a range of analytical techniques and offers discretionary portfolio management and fiduciary services, including education and customized financial planning.

Caylea Schmitz Gursoy is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 designation and over seven years of experience in the industry. She has worked at Ameraudi Asset Management since 2018 and previously spent four years at Raymond James Financial Services / Interaudi Bank. Gursoy also serves as a compliance officer within Ameraudi’s affiliated entities. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts. The firm utilizes a macro, asset-allocation approach with diversified exposure mainly through index ETFs and offers both discretionary and non-discretionary portfolios.

Patricia Eiden is a financial advisor at Circle Advisers Inc with a Series 65 designation and two years of industry experience. She has been with Circle Advisers since 2017. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with financial planning and consulting. The firm focuses on fundamental analysis and employs a range of strategies including options for hedging or income, managing assets across multiple offices while maintaining a team-sized advisor structure.

Michael Manginelli is a financial advisor at Fortis Group Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at MML Investors Services and MassMutual. Manginelli is also involved in insurance through The Fortis Agency, LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as 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 alongside financial planning and ERISA plan services.

Timothy Seymour is a financial advisor at Magnus Financial Group LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Magnus since 2025, also maintaining his own firm, Seymour Asset Management LLC, since 2017. He serves as a board member of Cheech and Chong Global, a consumer products company, where he advises on industry matters. Magnus Financial Group provides personalized financial planning and investment advisory services to individuals and entities, including family offices, trusts, and retirement plan sponsors. The firm manages approximately $2.33 billion in assets, offering diversified portfolio management, proprietary quantitative strategies, and unique operational capabilities such as the use of the Pontera platform for held-away account oversight.

Asher Konigsberg is a financial advisor at 5C Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with 5C Capital Management since 2020. Prior to his advisory career, he worked at RSM Facility Solution and spent a decade in education at River Dell MS, River Dell HS, and SUNY at Binghamton. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, offering portfolios built around client objectives, risk tolerance, and liquidity needs, using a combination of quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Tiera Mulligan is a financial advisor at Traphagen Financial Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Chase Investment Services Corp., and JPMorgan Chase Bank since 2011. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Mark Andraos is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Regency Wealth Management since 2019 and previously was with Fountainhead Asset Management and Heller Wealth Advisors. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals and institutional clients, typically serving those with investible assets over $1 million. The firm employs a mix of fundamental and technical analysis to manage accounts on a discretionary basis and conducts regular reviews and financial planning after detailed client interviews.

Megan Grusczynski is a CFP® at Revolve Wealth Partners, LLC with one year of industry experience. She has been with Revolve Wealth Partners since 2018 and previously worked at Russell Research from 2014 to 2018. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and private placements for qualified clients.

Jack La Piana is an advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Quent Capital, he worked at Baker Tilly and The Wolf Group and has academic and work experience spanning from full-time student status to various roles in the private sector. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a long/short, small-cap oriented investment approach focused on thematic innovation and utilizes hedging and derivatives strategies.

Alex Shtaynberger is a financial advisor with Laidlaw Wealth Management LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Laidlaw Wealth Management since 2010 and has maintained a long-term association with Laidlaw & Company (UK) Ltd since 1999. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized portfolios using strategic asset allocation and a range of investment products, including no-load mutual funds, ETFs, structured products, and fixed-income securities, applying methodologies such as Modern Portfolio Theory and both fundamental and technical analysis.

Nicole Price is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Empirical Research Partners since 2003. 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 focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail clients.

Lore Gordon is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and 37 years of industry experience. She has been with RMR Wealth Management since 2011. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and various managed-account programs. The firm uses third-party platforms and managers to tailor investment strategies—including conventional and alternative approaches—according to client objectives and risk tolerance.

Carl Oppenheimer is a financial advisor at Oppenheimer + Close, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer + Close since 2013. Outside of his advisory role, he serves as managing member of Oppvest, LLC, an investment-related business, and is an unpaid board member of Malabar Investments, LLC, an India equity manager. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, offering discretionary portfolio management, fiduciary advice, and coordinated financial planning. The firm employs a long-term, value-oriented investment approach focused on domestic and foreign equities, with tailored portfolios and a notable use of limited partnerships and performance-based fees.

Steven Woods is a financial advisor at Stirlingshire Investments in New York, NY, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Worden Capital Management LLC and Laidlaw and Company. Woods also serves as CEO and Chairman of the Board of Stirlingshire Investments, Inc., the parent company of Stirlingshire BD LLC and Stirlingshire RIA LLC. Stirlingshire Investments serves individuals, trusts, and other entities, offering discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a range of investment strategies and instruments tailored to client profiles and maintains an affiliation with Stirlingshire BD LLC, requiring advisory clients to use its broker-dealer and clearing custodian.

Karl Wellner is a financial advisor at Papamarkou Wellner Perkin Advisors with 20 years of industry experience. He has been with the Papamarkou Wellner organization since 2003, holding roles at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. during that time. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, pensions, and other entities. The firm employs proprietary analytical modeling combined with a bottom-up equity research process and a multi-manager approach, offering a range of investment strategies overseen by an Investment Committee.

Vincent Andrews is a financial advisor with Private Capital Advisors, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Private Capital Advisors, Inc. since 1997 and is also the general partner of Andex Energy Corp. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients. The firm employs a combination of fundamental research and technical analysis to implement a variety of investment strategies tailored to client objectives, managing over $1 billion in discretionary assets as of December 31, 2024.