Kevin Leahy is a financial advisor at Herold Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Herold & Lantern Investments, Inc., Bernard Herold & Co., Inc., and Locust Advisory LLC. Outside of advisory work, he serves as chairman of Locust Advisory LLC, providing consulting services related to strategic planning and business process reengineering, and is also active as an artist through MSL Galleries, LLC. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, and other institutions, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm uses both computer screening and fundamental analysis for security selection, emphasizing domestic large- and mid-cap securities with occasional foreign and municipal or corporate bond exposure.

Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at High Point from 2020 to 2024. Cottrell is based in New York, NY. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management for individual and institutional clients, managing roughly $78 million in assets across about 101 accounts. The firm combines fundamental, technical, and macro analysis to tailor portfolios across various asset classes, and offers financial planning and consulting services alongside portfolio management.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Jacqueline Sherry is a financial advisor at Revere Wealth Management LLC in New York, NY. She holds the Series 66 designation and has experience working at Merrill and Revere Securities LLC. Prior to her advisory roles, her background includes positions with Klamath Technology Credit Partners, Michael Sullivan, and several companies in the hospitality sector. Revere Wealth Management LLC manages discretionary and non-discretionary portfolios for individual and institutional clients, blending fundamental, technical, and macro analysis with an emphasis on research and business valuation. The seven-advisor team offers tailored portfolio management alongside financial planning and consulting services.

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, managing about $879 million in regulatory assets across roughly 400 client relationships. The firm focuses on discretionary and non-discretionary portfolio management and asset allocation advice with an emphasis on cross-border needs, leveraging proprietary modeling and affiliated European research teams.

Jeffrey Hanson is a financial advisor at Traphagen Financial Group with 14 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2012. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis and offers both discretionary investment management and fee-for-service planning, with integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Chris Heintz is a financial advisor at Perennial with 10 years of industry experience. He holds a Series 65 designation and has worked at Perennial Advisors LLC since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, providing wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and the use of derivatives and borrowing within separately managed accounts.

Jane Rosenfeld is a financial advisor with Aspire Advisors, LLC, based in North White Plains, NY. She holds 15 years of industry experience and has been with Hamilton Cavanaugh & Associates, Inc. since 2004. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, including high-net-worth clients, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios of mutual funds and ETFs, tailoring allocations according to clients’ risk tolerance, liquidity needs, and time horizon.

Cesar Flotat is a financial advisor at Transatlantique Private Wealth LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Banque Transatlantique, Deloitte, and educational institutions such as IAE Lille and HEI Lille. Outside of advisory roles, he has experience with a company named August Porsche Addiction and extended travel. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management focused on cross-border needs. The firm emphasizes tailored asset allocation using proprietary modeling and benefits from its operational ties to Banque Transatlantique and the Crédit Mutuel group.

Jason Mahabirsingh is a financial advisor at Momentum Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Credit Suisse Securities (Canada) Inc. and Credit Suisse First Boston, where he worked for a combined 19 years before becoming self-employed from 2018 to 2022. Momentum Advisors serves individual and organizational clients such as families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, investment management, and consulting services. The firm builds customized portfolios based on clients’ risk profiles and time horizons, using both discretionary and non-discretionary management approaches alongside third-party managers and subadvisers.

Christine Lucero is a CFP® professional with four years of experience at Satovsky Asset Management LLC in New York, NY. She has been with the firm since 2013, which operates as a team of five advisors. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in regulatory assets and emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for alternative investments when appropriate.

Karen Altfest is a CFP® professional with 13 years of industry experience. She has been with Altfest Personal Wealth Management since 2009. Altfest Personal Wealth Management serves individual clients across wealth levels, 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 combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Gary Raniolo II is a financial advisor at Next Level Private LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Next Level Private in 2021. Outside of his advisory role, he is involved with non-profit lacrosse organizations, including Predators Lacrosse LLC and Rye Youth Lacrosse. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a mix of fundamental and technical analysis to develop customized portfolios, typically employing diversified mutual funds, ETFs, individual stocks and bonds, with ongoing monitoring and formal annual reviews.

Preston Buhrmaster is a financial advisor at Zoe Financial, Inc. in New York, NY, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Everlaw and Aflac, as well as experience with a CPA firm and his own company, JH Buhrmaster CO. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, providing reporting and administrative support to participating RIAs, focusing on referrals and platform services rather than direct retail account management.

Lauren Urbanski is a financial advisor at N10° WEALTH with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years and McKenna Orthodontics for fifteen years. Lauren joined N10° WEALTH and its affiliated firm N10° Assets in 2026. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining individual securities, ETFs, options, alternatives, direct indexing, and digital assets with fundamental, technical, ESG, and quantitative analysis, while leveraging third-party managers and technology platforms for implementation.

Francis Mckiernan is a financial advisor with Third View Private Wealth and holds a Series 66 designation. He has 12 years of industry experience and has previously worked at firms including Procyon Advisors, Baker Tilly, Bank of America, Merrill, and Morgan Stanley. Mckiernan is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products to clients as needed. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, trusts, estates, businesses, and institutional and charitable entities. The firm uses a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to implement tailored strategies.

Philip Oppenheimer is a financial advisor at Oppenheimer + Close, LLC with 10 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. Outside of his advisory role, he serves as a managing member, analyst, and portfolio manager of Oppvest, LLC, which is the general partner of three investment partnerships. Oppenheimer + Close serves individuals, families, retirement-plan participants, trusts, and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed domestic and foreign equities, offering discretionary portfolio management, fiduciary advice, and coordinated financial planning.

Thorne Perkin is a financial advisor at Papamarkou Wellner Perkin Advisors with 25 years of industry experience. He holds a Series 63 designation and has worked with Papamarkou Wellner Asset Management Inc. since 2014 and Papamarkou Wellner & Co., Inc. since 2009. Outside of his advisory role, he is an owner and board member of Perkin & Perkin LLC, a start-up developing surgical disinfecting soap. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, foundations, pensions, trusts, estates, charitable organizations, and corporate entities. The firm employs proprietary analytical modeling and a bottom-up equity research process combined with a multi-manager approach, offering a range of investment strategies and sponsoring private funds such as the PW Portfolio and the PW Nordic Tech Fund.