Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arete Wealth Management, Arete Wealth Advisors, SDDco Brokerage Advisors, and other firms. In addition to his advisory role, he serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform focused on securitized art. Masterworks Advisers specializes in providing investment advice exclusively on securitized art investments issued by Masterworks affiliates. The firm offers point-in-time and ongoing non-discretionary advisory programs, using a rules-based investment process supported by art market research, internal and third-party appraisals, and allocation models.

Adenikke Soremekun is a financial advisor with Chemistry Wealth Management LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Chemistry Wealth Management in different capacities and a position at Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a generally long-term investment focus and manages over $1.26 billion in client assets through a team of seven advisors.

Stephen Portas is a financial advisor with Wellington Shields & Co., LLC in New York, NY. He holds a Series 63 designation and has 31 years of industry experience. He has been with Wellington Shields since 2011. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Blue Square Asset Management since 2018 and previously held positions at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, and sub-advisory services. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified strategies across traditional and digital assets.

Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.

Rebecca Brown is a CFP® professional with 23 years of industry experience, currently serving at Visionary Horizons, LLC. She has previously worked with firms including Hawkwind Wealth Advisory, Third Eye Associates, and Commonwealth Financial Network. Outside of advisory roles, she serves as the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit organization advocating for tobacco-free finance policies. Visionary Horizons, LLC is a team-based firm providing investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and offers tailored strategies that include equities, fixed income, ETFs, mutual funds, options, and selective alternatives, with ongoing monitoring and client notifications.

Brian Kelley is a financial advisor with Oath Planning, LLC in Brooklyn, NY, holding a Series 65 credential and seven years of industry experience. He has worked at Oath Planning since 2018 and was previously involved with Oath Law, a professional law corporation, from 2017 to 2024. Prior to his financial and legal work, he was employed at Victoria's Pasta Shop for nine years. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses, providing investment management, written financial plans, and estate-planning services through its affiliated law firm. The firm’s investment approach emphasizes modern portfolio theory with a buy-and-hold, asset-allocation strategy, typically using passively managed mutual funds and fixed-income securities.

Mark Chemtob is a CFP® with 28 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for 16 years at Ameriprise Financial Services, Inc. He is also a licensed insurance professional in a non-advisory capacity. Chemistry Wealth Management LLC is an SEC-registered fiduciary providing discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers ongoing monitoring, customized advice, and flexible planning options.

Christopher Schofield is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brex and Northwestern Mutual. Outside of financial services, he has experience in the food service industry with Madisons Pizza and Catering. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as charitable organizations through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios with ongoing monitoring and engages third-party sub-advisers for specialized strategies.

Kathleen Ritchie is a CFP® with 25 years of experience in financial advising. She currently works at Drucker Wealth and previously spent 16 years at Hornor Townsend & Kent Inc. Ritchie serves as a board member for the 155 East 49th Street Cooperative, where she assists with treasury functions. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm uses a combination of fundamental, technical, and tactical analysis, along with behavioral finance, to manage portfolios and employs artificial intelligence for research and meeting transcription, while not relying on it for investment recommendations.

Trent Moran is a financial advisor at Public Advisors LLC in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at LPL Financial LLC and has held various roles at Fairfield University, Kolmar Americas, Lincoln Surveying, The Big Cheese, and King Family Vineyards. Public Advisors serves primarily individual investors through an internet-only advisory platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized indices. The firm provides services exclusively via its website and mobile app, focusing on automated trading, rebalancing, and tax-loss harvesting.

Andrew Kaiser is a financial advisor at Mountain Hill Investment Partners with 40 years of industry experience. He has been with Mountain Hill Investment Partners since 2006 and previously worked at UBS Financial Services for five years. Outside of his advisory work, Kaiser serves as a trustee and board member for a charitable foundation and is involved with youth sports through a local lacrosse nonprofit. Mountain Hill Investment Partners is a boutique family office that provides discretionary and non-discretionary investment advisory services to families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $539 million in client assets and constructs individualized portfolios using fundamental and technical analysis, asset allocation, and proprietary analytics, with an emphasis on client education and an in-house management approach.

Daniel Fred is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior experience includes roles at National Securities Corporation and National Asset Management. AtCap Partners provides investment management and financial planning services to individuals as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers alongside proprietary portfolio management.

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Stacy Francis is a CFP® certified financial advisor with 10 years of industry experience, currently practicing at Francis Financial in New York, NY. She founded and serves as a board member of Savvy Ladies, a nonprofit focused on financial education, where she coordinates board meetings, designs education programs, and participates in speaking engagements. 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 supervisory services, comprehensive financial and divorce financial planning, utilizing asset allocation and both long- and short-term strategies, with a focus on women’s financial well-being.

Stephen Marek is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Joseph Gunnar & Co. LLC and Ceros Financial Services. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and external managers.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

Bindia Rosas is a financial advisor at Abner Herrman & Brock, LLC with seven years of industry experience. She holds a Series 66 designation and has been with the firm since 2017. Abner Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets across more than 2,100 client relationships, employing a top-down investment process that integrates fundamental, technical, cyclical, and quantitative analysis.

Caryn Zweig is a financial advisor with Abner Herrman & Brock, LLC in Jersey City, NJ, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Abner, Herrman & Brock since 1991. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets and employs a top-down investment approach combining fundamental, technical, cyclical, and quantitative analysis.

Marc Davis is a CFA® charterholder with six years at Cary Street Partners Asset Management and a total of 24 years of industry experience. He previously worked at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting services primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and fundamental investment approaches across a range of strategies, including proprietary ETFs and sub-advisory roles.