June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Laurence Greenwald is a financial advisor with BlackDiamond Wealth Management, LLC, holding the ChFC® and Series 63 credentials and bringing 38 years of industry experience. He has worked at BlackDiamond Wealth Management and Purshe Kaplan Sterling Investments since 2018, and previously spent nine years with Massmutual Life Insurance Company. In addition to his advisory role, he is a licensed notary public. BlackDiamond Wealth Management is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for around 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering long-term, diversified investment management and financial planning tailored to client objectives and risk tolerance.

Ryan Hughes is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Goldman Sachs for nine years and at Graham & Walker for one year. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm operates with multiple affiliated entities and serves a diverse client base, managing accounts primarily on a non-discretionary basis.

Michael Coleman is a CFP® with seven years of industry experience, currently serving as an advisor at Retirable since 2020. His prior roles include positions at Equity Multiple and Betterment. Retirable focuses on serving individuals who are retired or nearing retirement by providing financial planning and discretionary investment management centered on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans and implements diversified ETF portfolios through the Altruist platform.

Roman Yakubov is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Citigroup, TD Ameritrade, and Scottrade. Outside of his advisory work, he volunteers as an EMT with the Morganville First Aid and Rescue Squad. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages discretionary accounts using a range of investment vehicles and employs a platform for due diligence and manager selection.

Steven Troccoli is a ChFC® with 28 years of industry experience, currently serving at Seasons of Advice Wealth Management since 2017. He previously worked for Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, he is involved as a shareholder in a family real estate holding corporation. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families, typically starting relationships around $100,000. The firm provides financial planning and portfolio management through three wrap-fee investment programs and integrates held-away accounts using technology from Pontera Solutions as part of its "Seasons of Advice" planning process.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Devang Patel is a CFP® professional with 23 years of industry experience, currently serving at Virtus Wealth Solutions since 2020. His prior experience includes roles at Commonwealth Financial Network, MML Investors Services, and MSI Financial Services. Outside of financial advising, he is a general partner in a film production venture, Chyna Project Partners. Virtus Wealth Solutions provides financial planning, asset management, and consulting services to individual, high-net-worth, and institutional clients. The firm employs multiple investment approaches and manages over $500 million in discretionary assets across a diverse client base.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

Sara Rosenberg is a financial advisor at Spartan Capital Private Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Mass Mutual Investors Services, and Worden Capital Management. Rosenberg is also co-associate director at Emotions Matter, a charitable organization supporting individuals affected by Borderline Personality Disorder, where she oversees strategic growth operations. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Eric Fishman is a financial advisor at Key Client Fiduciary Advisors, LLC with 40 years of industry experience. He has been with Key Client Fiduciary Advisors since 2004 and holds a Series 63 designation. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Coastal Equities, Inc. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, discretionary investment management, and retirement plan consulting, using fundamental analysis to create client-specific portfolios aligned with each client’s objectives and risk tolerance.

Daniel Bussiculo is a financial advisor at Masterworks Advisers, LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Masterworks Advisers provides investment advice to individual and high-net-worth investors focused exclusively on securitized art investments issued by Masterworks affiliates. The firm uses a rules-based investment process informed by art market research, internal appraisals, and an allocation model to recommend long-term art-related securities accessed via the Masterworks platform.

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.

Christian Garces is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Key Client Fiduciary Advisors, LLC since 2018, following prior roles at Coastal Equities, Inc. and Wells Fargo Advisors Financial Network LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm’s investment approach focuses on fundamental analysis and customized portfolio management aligned with each client’s objectives, time horizon, liquidity needs, and risk tolerance.

Hoa Le is an investment advisor representative with Transcend Capital Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 66 licenses. She has 25 years of industry experience, including positions at Merrill and Arax Advisory Partners. Ms. Le conducts approximately 90% of her business as an investment advisor representative. Transcend Capital Advisors manages roughly $2.9 billion and serves individual clients, family offices, trusts, estates, retirement and profit-sharing plans, and private foundations. The firm offers comprehensive financial planning and portfolio management services with a long-term, diversified investment approach across various asset classes, including equities, fixed income, alternative investments, and private placements.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

Michael Jamison is a financial advisor at Griffin Asset Management, LLC in New York, NY, with 12 years of industry experience. He has held his current role since 2017 and previously worked at Lebenthal Asset Management from 2015 to 2017. He holds Series 63 and Series 65 licenses. Griffin Asset Management provides discretionary and non-discretionary investment management and customized wealth management for individuals, families, trusts, charities, and institutions. The firm employs active management techniques across core equity, fixed income, and alternative strategies, serving over 600 client relationships and managing nearly $1 billion in assets.

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.