Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Andrew Altfest is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding the CFP® designation and Series 65 license with five years of industry experience. He has worked with the firm since 2009, accumulating 17 years at Altfest Personal Wealth Management and its predecessor. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm manages individualized portfolios primarily on a discretionary basis and employs fundamental, technical, and cyclical analysis, offering both 3(21) and 3(38) retirement-plan services alongside participant education and tailored consulting.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

Elizabeth Lynch is a financial advisor at N10° WEALTH in Greenwich, CT, holding Series 66 and Series 63 licenses with one year of industry experience. Her prior roles include positions at The London Fund and Meekins Corp. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for a diverse client base including individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach that incorporates individual securities, ETFs, options, alternatives, direct indexing, and digital assets, using various analytical methods and leveraging third-party managers and a TAMP for implementation.

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs a blend of quantitative, fundamental, and technical analysis in its investment approach and offers subscription-based research and client education as part of its service offerings.

Isaac Claar is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Revolve Wealth Partners, LLC since 2023 and previously worked for ten years at Solomon Schechter Middle School. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes discretionary portfolio management, global diversification, and tax sensitivity while coordinating with clients’ other professional advisors.

Henry Beinstein is a financial advisor at Gagnon Securities, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 2002. Beinstein is a Certified Public Accountant and Chartered Global Management Accountant, serving as an Independent Director and Chairman of the Audit Committee at Vector Group LTD, as well as holding independent board roles at the Lombardy Hotel and the Omega Institute, a nonprofit organization. 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 both as an SEC investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Brian Gagnon is a financial advisor at Gagnon Securities, LLC with 34 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 1999. Outside of his advisory role, he serves as President of Hilltop Aviation Services, LLC and acts as a trustee for the Gagnon Family Foundation. He is also an advisory council member of the National Kidney Foundation Innovation Fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles alongside its broker-dealer platform.

Palak Forbes is a Series 65-licensed advisor at Altfest Personal Wealth Management with one year of industry experience. Prior to joining Altfest, Palak worked at Audacy and The New York Times Company. Altfest Personal Wealth Management serves high-net-worth individuals, retirement plans, trusts, and business entities by providing investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and offers both retirement-plan services and pooled investment vehicles.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

John Baxter is a Series 66-licensed financial advisor at Baxter Investment Management in Greenwich, CT, with 22 years of industry experience. He has been with Baxter Investment Management since 2000. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, company-level research approach with a value/GARP orientation and manages roughly $1.0 billion across a five-advisor team in a multi-generation, family-owned practice.

Gabrielle Rosenfeld is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds a Series 63 designation and has worked at Gagnon Securities since 2019, following a year at Third Bridge and three years at Bucknell University. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, offering both investment advisory and brokerage services. The firm employs a research-intensive, generalist, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles and partner funds alongside its broker-dealer platform.

Raymond Bickhardt is an advisor at Shulman Demeo Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Shulman Demeo since 2006. Shulman Demeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a mix of index funds, ETFs, individual securities, and specialized vehicles to build individualized asset allocation guidelines and manages client accounts exclusively through its wrap fee program.

William Walsh IV is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Dunedain Capital LLC and Con Edison, where he was employed for 11 years. Outside of his advisory role, he manages Dunedain Capital L.L.C., the general partner of Aegis Partners Fund LLC. Emissary Wealth provides financial planning, consulting, and investment management services to a range of clients including individuals, high-net-worth clients, and business entities. The firm emphasizes fundamental analysis and a long-term, goal-based approach, while also serving as investment adviser to a private fund and sponsoring investment partnerships.

Eileen Ohnell is a financial advisor at Night Owl Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Night Owl Capital Management since 2019. Prior to that, she spent 12 years at Ionic Capital Management. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments in mid- and large-cap companies using fundamental analysis and discounted free cash flow valuation.

Joseph Landicino is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, Chilton Trust, and Madison Planning Group, among others. Madison Advisory Services serves a diverse client base including individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, utilizing strategic and tactical asset allocation with ongoing monitoring and periodic rebalancing.

Michael Emr is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Signature Wealth Management Partners, LLC and has previously worked at Purshe Kaplan Sterling Investments, Botwinick & Company LLC, and LPL Financial. Outside of advising, he is a Certified Public Accountant and partner at Botwinick & Company, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a combination of fundamental, technical, and cyclical analysis, with investments across various asset types and strategies.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Richard Ainsberg is a financial advisor with Twenty-First Tailored Solutions, Inc. in Scarsdale, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Twenty-First Tailored Solutions since 2011 and previously at Twenty-First Securities Corporation and Crito Capital LLC. Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients by providing ongoing investment strategy and portfolio monitoring. The firm specializes in a short-against-the-box (SATB) strategy and offers non-discretionary advice, managing over $515 million in assets for a concentrated client base.

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.