Bryan Katz is a CFP® and ChFC® with 27 years of industry experience. He is a financial advisor at OMNI 360 Wealth, Inc., where he has worked since 2018. Prior to joining OMNI 360 Wealth, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual life insurance company. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios while offering a range of services including treasury management and financial planning on various fee bases.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

Stephen Montez is a financial advisor with NerdWallet Wealth Partners, LLC in New York, NY. He holds Series 66 and Series 63 credentials and has three years of industry experience. His prior roles include positions at Equitable Advisors, Bank of America, Merrill, Fidelity Investments, and JP Morgan Securities. Montez also has experience in real estate with eXp Realty LLC and Douglas Elliman Real Estate and was involved in Fun Times Productions from 2019 to 2022. NerdWallet Wealth Partners is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations. The firm focuses on passive, asset-class-weighted portfolios supported by fundamental analysis and provides integrated financial planning and ongoing portfolio monitoring, utilizing third-party sub-advisers and AI tools for specialized strategies.

Michael Meyers is a financial advisor at Mountain Hill Investment Partners with 23 years of industry experience. He has been with Mountain Hill since 2007. Meyers holds the Series 63 and Series 65 licenses. Mountain Hill Investment Partners is a boutique family office managing approximately $539 million in client assets. The firm serves families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors, focusing on individualized portfolios that combine fundamental and technical analysis, asset allocation, and proprietary analytics.

Andrew Peters is a financial advisor with Oakbourne Advisors in Berkeley Heights, NJ, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and founding Invyzia Solutions, LLC, which operates a website designed to help financial advisors create simple investment proposal reports. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a range of investment vehicles and combines fundamental, technical, charting, and cyclical analysis in managing client portfolios, typically on a discretionary basis with client confirmation before trades.

Gary Scarboro is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Spartan Capital Private Wealth Management since 2019 and has also worked with Spartan Capital Securities, LLC since 2011. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Deborah Paulhus is a financial advisor at Buckman Advisory Group LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked as a licensed realtor with Beachfront Realty since 2009 on a part-time basis. Buckman Advisory Group serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs a mix of fundamental, technical, and cyclical analysis and offers model-based asset allocation across various risk profiles.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Matthew Zenz is a financial advisor with Hill Investment Group in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Dimensional Fund Advisors and Stone Ridge Securities LLC. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, managing most portfolios on a discretionary basis and utilizing model portfolios and third-party research.

Nicholas Bertha III is a financial advisor with Hampshire Family Office in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. His work history includes positions at Sanctuary Advisors LLC, Fieldpoint Private Securities, LLC, Credit Suisse Securities (USA) LLC, and Robertson Stephens, Inc. He is also president of Fieldpoint Private Trust, LLC, a trust company that delegates to other RIAs and investment advisers. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection primarily for high-net-worth families, trusts, and institutional clients. The firm utilizes both active and passive strategies, tailoring portfolios to client objectives and risk profiles, and offers commission-based brokerage services alongside its fee-based advisory business.

David Rauch is a financial advisor at Kelleher Financial Advisors, LLC in New York, NY, holding Series 65 and Series 63 licenses with 20 years of industry experience. He has been with Kelleher Financial Advisors since 2015 and previously worked at SAM Advisors, LLC and Smith Asset Management, Inc. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans, managing approximately $1.15 billion in assets across about 279 client relationships. The firm employs fundamental research to tailor long-term equity management, balanced portfolios, and value-oriented strategies, including options, to client objectives and risk tolerances.

Michael Letzter is a financial advisor at NerdWallet Wealth Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC and Rockefeller & Co. He also has experience teaching as part of the Financial Life Skills Program at the University of Wisconsin–Madison. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm implements primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Daniel Rezhets is a financial advisor with Empire Financial Management Company, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Empire Financial Management and its affiliate, Empire Asset Management Company, since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic portfolio reviews and may recommend outside managers or mutual funds.

Stephen Csenge is a Certified Financial Planner® at Seabridge Investment Advisors LLC with 39 years of industry experience. His prior roles include positions at ProVise, Kestra Investment Services, Lion Street Financial, and his own firm, Csenge Advisory Group. He serves as a volunteer board member for the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. Seabridge Investment Advisors manages portfolios for individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on global equity strategies and serves a diverse client base, including other investment advisers and international institutions.

Nina Spezzaferro is a CFP® professional with two years of industry experience, currently serving as an advisor at Chemistry Wealth Management LLC in New York, NY. Her prior experience includes roles at Ameriprise Financial Services, LLC and Rubenstein. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm that provides discretionary investment management and financial planning to individuals, families, and businesses. The firm utilizes a combination of fundamental and technical analysis with a primarily long-term investment approach, managing over $1.26 billion in client assets through a seven-advisor team.

Samson Staff is a financial advisor at Diastole Wealth Management in New York, NY, holding a Series 65 credential with two years of industry experience. He has worked at Diastole Wealth Management since 2017, including a recent role starting in 2022, and has prior experience at NESS and Ollo. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm constructs customized portfolios using a range of instruments and offers both consulting and full management services, including managing a private pooled investment vehicle.

Alexandra Shepis is a CFP® professional at Francis Financial with five years of industry experience. She has been with Francis Financial since 2018, including the firm's current team structure since 2023. 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 policy statements, comprehensive financial and divorce financial planning, and employs a mix of long- and short-term strategies with quarterly reviews.

Frank Geremia is a financial advisor with Geremia Financial Services, LLC in Edison, NJ, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory work, he owns a mortgage brokerage that introduces clients to lenders. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base including individuals, plans, trusts, and business entities. The firm manages approximately $132 million in discretionary assets and offers a proprietary wrap fee program that integrates portfolio management with brokerage services.

Kevin Smith is a financial advisor at AtCap Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aegis Capital Corp and National Asset Management. Smith serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students. AtCap Partners provides investment management and financial planning to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs proprietary strategies and a blend of analytical methods, including fundamental and technical analysis, to tailor client portfolios and incorporates alternative investments and market-timing techniques in its offerings.