Michael Kettner is a financial advisor at Avestar Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Services, Inc. and Coastline Wealth Management. He is also the owner of MCK Wealth Management, a personal non-investment business entity. Avestar Capital is an SEC-registered investment adviser managing approximately $2.06 billion for individuals, high-net-worth clients, private funds, charities, and corporations. The firm offers financial planning and portfolio management through proprietary ETF strategies and third-party models, combining passive and active management with options and derivatives, while serving both U.S. and non-U.S. clients and acting as an investment manager for proprietary funds and private investment vehicles.

Gabriel Rabinovici is a financial advisor at Stratton Capital Investment Advisory LLC with a Series 65 designation. He has been with Stratton Capital in various capacities since 2015 and currently works at the firm's New York office. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets across six advisors, serving individuals, high-net-worth clients, trusts, and estates both in the U.S. and primarily internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual stocks, bonds, or options, employing fundamental analysis with a long-term investment orientation.

Lawrence May is a CFP® with over 53 years of experience in the financial services industry. He is affiliated with Strategic Wealth Management Group and also serves as president of May Financial Group, Ltd. His prior work includes significant tenure at Gerson Horowitz Green Securities Corp. Strategic Wealth Management Group provides discretionary and non-discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm utilizes customized asset allocation strategies combining fundamental, technical, and modern portfolio theory analyses and offers proprietary ETF portfolios and third-party manager programs.

David Shaw is a CFP® and holds a Series 63 license with one year of experience in financial advising. He currently works at Bridgewater Advisors Inc. and has prior experience at Focus Wealth Partners, Argent Wealth Management, and Boston Financial Investment Management. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for around 540 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Carl Cappadona is a financial advisor at Access Wealth with 18 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. Outside of his advisory role, he provides business development and accounting and tax services at JH COHN LLP and consults on management controls and reporting for St. John Vianney High School. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to create diversified portfolios and evaluate third-party managers based on performance, risk, and fees.

Carmine Corino is a CFP® professional with 22 years of industry experience, currently serving at Cornerstone Planning Group since 2009. He previously worked with NYLIFE Securities Inc and New York Life Insurance Company from 2003 to 2020. Outside of his advisory role, he is a part-owner of a restaurant in Nutley, New Jersey. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on portfolios built around written investment policy statements and generally favoring passive, low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Jesse Weissberger is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and National Asset Management Inc. Since 2017, he has been involved in insurance sales as an insurance agent. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm utilizes a blend of analytical methods and market-timing strategies to tailor portfolios, offering discretionary and non-discretionary management along with access to third-party asset managers.

Jerome Khaski is a financial advisor at Transatlantique Private Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Transatlantique Private Wealth since 2015. Transatlantique Private Wealth primarily serves high-net-worth individuals and similar private entities, managing approximately $879 million in assets across about 400 client relationships. The firm focuses on cross-border portfolio management, using a tailored asset allocation approach supported by proprietary modeling and European-affiliated research teams.

Eric Walter is a financial advisor at Altfest Personal Wealth Management in New York, NY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 19 years. His background also includes a brief tenure with the Pascack Valley Regional High School District. Altfest Personal Wealth Management serves individual clients, 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 focus on client objectives, asset allocation, and tax considerations, while also sponsoring private pooled investment vehicles.

Robert Biesiada is a CFP® professional with three years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles and goals, utilizing mutual funds, ETFs, individual securities, and third-party managers, with an emphasis on rebalancing and tax sensitivity.

Kyle Kadish is a financial advisor at Revere Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including IBN Financial Services, Inc. and Provasi Capital Partners. Outside of finance, he serves as an independent contractor assigning referees for NCAA hockey games. Revere Wealth Management LLC operates as a seven-advisor team providing discretionary and non-discretionary portfolio management for individual and institutional clients. The firm employs a blend of fundamental, technical, and macro analysis and offers customized portfolios alongside financial planning and consulting services.

Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he is involved in music production on a limited basis. Aurora Private Wealth, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations by providing financial planning, consulting, and investment management through a team-based approach. The firm employs a variety of investment strategies and works with third-party platforms to manage approximately $374 million in assets.

Jessica Vingiello is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has been with Gagnon Securities since 2020. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements. The firm employs a research-intensive, generalist equity approach focused on stock-by-stock selection for capital appreciation with a long-term orientation.

John Preston is a financial advisor at WealthEdge Investment Advisors LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Watts Capital Partners LLC and Beech Hill Advisors, Inc. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team and employs asset allocation alongside fundamental and technical analysis to guide investment decisions.

Andrew Laskaris is a CFP® and CFA® with four years of industry experience. He has worked at Altfest Personal Wealth Management since 2018, including a prior role at Willis Towers Watson. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning with an individualized approach, and is notable for its active role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Cara Mastrangelo is a CFP® professional with four years of industry experience currently advising with Revolve Wealth Partners, LLC. Her prior experience includes roles at Apollo Global Securities, Apollo Global Management, AllianceBernstein, and Sanford C. Bernstein & Co., LLC. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm emphasizes diversified, globally aware portfolios tailored to client risk profiles and goals, offering a range of financial planning, consulting, and wealth management services.

Christaphor Thomasian is a financial advisor at Key Client Fiduciary Advisors, LLC in Fairfield, NJ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Merrill Lynch and LPL Financial. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm uses fundamental analysis and customized portfolio strategies, combining in-house management with independent managers, and offers retirement-plan consulting and financial planning reports.

Andrew Mc Kay is a financial advisor at Cross Border Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Edward Jones and CUSO Financial Services. Mc Kay is based in New York, NY. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting, primarily allocating client accounts to exchange-traded funds (ETFs) using a combination of fundamental and technical analysis.

Mark Magnusen is a financial advisor at RMR Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Moors Cabot Inc, Park Avenue Securities, Guardian Life Insurance Company, and Merrill. Outside of his advisory role, Magnusen serves on the boards of several nonprofit organizations focused on youth sports, senior services, adult education, and community development. RMR Wealth Management advises individuals, retirement plans, and business clients through discretionary portfolio management and multiple managed-account programs. The firm tailors investment portfolios using third-party platforms and strategies, including conventional and alternative approaches, to align with client objectives and risk tolerance.

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.