Linda Ray is a financial advisor at The Northstar Group, Inc. in New York, NY, with 45 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with The Northstar Group since 1986 and Osaic Wealth, Inc. since 1989. The Northstar Group, Inc. provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm manages over $870 million in discretionary assets for approximately 244 clients through a team of five advisors, emphasizing individualized portfolio recommendations and detailed client risk assessments.

James Colby is a financial advisor with Gagnon Securities, LLC in New York, NY, holding Series 63 and Series 65 registrations and 12 years of industry experience. His prior experience includes roles at Btig LLC and Ladenburg Thalmann & Co. 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.

Samuel Magid is a financial advisor at Capital Counsel LLC in New York, NY, with five years of industry experience. He has been with Capital Counsel since 2009. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships, serving a diverse client base including institutional-style clients.

Simon Arrata is a financial advisor at Traynor Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Harvest USA and Sowell Management. Arrata is also the owner of Cooperative Financial, LLC, an advisory firm based in Miami Beach, Florida. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solutions. The firm employs a tailored investment approach emphasizing direct stock ownership across various market capitalizations and uses a proprietary methodology combining fundamental, technical, and charting analysis.

Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Henry Asher is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with The Northstar Group since 1986 and is also affiliated with Osaic Wealth Inc. since 1989. Outside of advisory work, he is a licensed insurance agent, reviewing clients' insurance needs in that capacity. The Northstar Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm bases its investment recommendations on client-specific information and adapts portfolios based on changes in client circumstances and market conditions, managing roughly $1.01 billion in discretionary assets.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Marianne D’alessandro is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 19 years of industry experience. She has been with Gagnon Securities since 2005. Outside of her advisory role, she provides administrative support for a family-owned real estate business. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, utilizing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering both advisory and brokerage services.

Cynthia Raad is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameraudi Investment Services LLC and academic positions at Cornell University and Lebanese American University. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach that integrates fundamental, technical, and macro analysis. The firm serves both domestic and foreign clients and operates with a notable affiliation to an in-house broker-dealer and Interaudi Bank.

Erin Gibbons is a CFP® with 20 years of industry experience, currently serving at United Asset Strategies Inc. since 2013. She holds Series 63 and Series 65 licenses and is a member of the board of directors at Dominican Village, a nonprofit assisted living facility. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a team-based advisory model focused on diversified, tailored portfolios and active risk management strategies.

John Benevides is a CFP® professional with five years of experience currently at Zoe Financial, Inc. He has previously worked at Rething Wealth, Ameriprise, OmniLYF, and has a background that includes time at Texas Tech University and Grimaldi's Pizzeria. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network, and also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs.

Santo Vicenzino is a financial advisor at Cove Private Wealth, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, sector, and qualitative analysis to build diversified portfolios and employs a wide range of investment instruments, including options strategies within separately managed accounts.

Eric Monroe is a financial advisor at Aurora Private Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with APW Capital, Inc. and Standard Pension Services, LLC, where he also provides retirement plan and benefits consulting. Outside of his advisory role, Monroe is an independent insurance broker specializing in fixed insurance products and operates a separate insurance-related consulting business under his own corporation. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of advisors, utilizing a range of investment strategies and third-party platforms.

Ibrahim Sarker is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles and third-party platforms.

Andoni Yturralde is a financial advisor at Cross Border Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross Border Wealth since 2017, following five years at deVere USA. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Jeffrey Filone is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. He is also involved in managing several pooled investment funds as a general partner. Platform Technology Partners serves a diverse client base with discretionary and non-discretionary portfolio management, utilizing independent managers, mutual funds, ETFs, and private funds. The firm is notable for actively managing pooled investment vehicles and private funds and operates a network model that integrates advisory, brokerage, insurance, and family-office services.

Mohammed Ghouri is a financial advisor at Turner Financial Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Claraphi Advisory Network and Andalus Capital, LLC. Ghouri serves as a member of the International Board of Directors and Director of Alumni Relations at the TANDON School of Engineering at NYU, and he is also on the Board of Advisors for Future First Energy, where he provides coaching and strategic guidance. Turner Financial Group offers investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets across about 500 clients, utilizing model-based portfolio allocations combined with fundamental, technical, and cyclical analysis, and provides a range of planning and implementation services.

Gregory Mallia is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked with Fortitude Advisory Group since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial, LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors offering portfolio management and third-party manager selection, among other services, and maintains multiple affiliated entities and offices.

Rochester Cahan is a CFA® charterholder with 19 years of industry experience, currently serving at Empirical Research Partners LLC since 2013. He holds a Series 63 designation and is based in New York, NY. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, using quantitative models that combine macroeconomic and statistical analysis to support equities and portfolio strategy decisions. The firm primarily operates as a broker-dealer and serves an international institutional subscriber base without managing individual client assets.

Joel Perl is a financial advisor with Guardian Wealth Partners, LLC in Brooklyn, NY. He holds a Series 65 designation and has been in the industry for one year. Prior to joining Guardian Wealth Partners, he worked at Guardian Life Insurance Company and has experience outside the financial sector including a role at Grill on Lee. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, serves individual investors, trusts, corporations, and retirement plans. The firm provides discretionary investment management, financial planning, and business exit consulting, using model portfolios and third-party managers with platforms supported by custodians such as Fidelity and Schwab.