Carson Bidawid is a financial advisor at Circle Advisers Inc. with a Series 65 designation and two years of industry experience. He has been with Circle Advisers since 2016. Circle Advisers primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting when requested. The firm emphasizes fundamental analysis across a range of asset classes and operates multiple offices while maintaining a team-sized advisory structure.

Mario Giammarco Jr is a financial advisor at Herold Advisors, Inc. in New York, NY, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Herold Advisors since 2015 and Herold & Lantern Investments since 2020. Outside of his advisory role, he is also an attorney and owner of Giammarco Law and is involved in financial planning through Giammarco Planning Associates. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with additional allocations to foreign equities and fixed income.

Stephen Engel is an advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Private Client Services LLC and TIAA-CREF. He serves as a board member of the Mid Island Y Jewish Community Center. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, and financial planning. The firm manages approximately $543 million for about 283 clients and employs a primarily long-term, discretionary investment approach utilizing a variety of securities and strategies.

Luisa Haratani Bittencourt is a financial advisor at Ameraudi Asset Management, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Ameraudi Investment Services LLC, Ameraudi Asset Management, Inc., and Interaudi Bank. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, offering both discretionary managed portfolios and non-discretionary trading arrangements. The firm’s approach emphasizes a macroeconomic perspective and uses diversified ETFs along with fundamental, technical, and macro analysis.

Owen Williamson is a financial advisor at Williamson Legacy Group, LLC in Brooklyn, NY, with five years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, the City of Tampa, and NYC Parks. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages over $183 million in discretionary assets for roughly 343 clients and employs a team-based approach with five advisors.

James Westmacott is a CFP® with 41 years of industry experience. He has been associated with Westco Advisory Services, Inc. since 1983 and also works with Westco Investment Corp. Outside of his advisory role, he owns an insurance agency, Westco Agency, Inc., though he does not actively manage that business. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance and goals-based investment process with a core-and-satellite approach for larger accounts.

Corey Moon is a Series 66 licensed financial advisor with two years of industry experience, currently with Zoe Financial, Inc. He previously worked at Equitable Advisors, LLC and has experience with organizations including Instaswim and the Hillsborough YMCA. Zoe Financial, Inc. operates an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network, and provides a turnkey asset management platform offering reporting, administrative, and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.

Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.

Scott Fessler is a CFP® professional with 30 years of experience in financial advising, currently with Woodstock Wealth Management, Inc. He previously worked at St Bernard Financial Services and Woodstock Financial Group. Outside of advising, he owns and operates several businesses including mortgage loan origination and solar energy solutions. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies alongside a distinctive performance-based fee program.

David Poppe is a financial advisor at Giverny Capital Asset Management with 17 years of industry experience. He has held roles at Ruane, Cunniff & Goldfarb and Sequoia Fund, Inc. He also serves as a director of Central Securities Corporation, a closed-end fund, where he participates in investment discussions and board activities. Giverny Capital Asset Management provides discretionary equity-focused investment management to individuals, trusts, and other entities. The firm employs a fundamental, value-oriented approach to construct concentrated portfolios and emphasizes a long-term, low-turnover strategy.

Jeff Blick is a financial advisor at Fusion Family Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has been with Fusion Family Wealth since 2013. Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high-net-worth clients, related trusts and estates, and pension and profit-sharing plans. The firm customizes asset allocations and investment policy statements based on client objectives, time horizon, and risk tolerance, utilizing mutual funds, ETFs, and independent managers.

Allison Sajkoski is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with United Asset Strategies Inc., where she has worked since 2018, including prior roles at KPMG LLP and Nawrocki Smith. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in assets using a team-based advisory model with diversified, tailored portfolios and active risk management strategies.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.

James Cloudman Jr. is a financial advisor with Fusion Family Wealth, LLC in Woodbury, NY. He holds four years of industry experience and has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policy statements with ongoing portfolio monitoring.

Tara Korkus is a CFP® professional at Altfest Personal Wealth Management with six years of industry experience. She previously worked at JJ Burns & Company and spent four years at the University of Delaware. Altfest Personal Wealth Management serves individuals, retirement plans, trusts, corporations, and private funds by providing investment management, financial planning, and ERISA fiduciary services. The firm employs fundamental, technical, and cyclical analysis to develop individualized investment policies, offering discretionary portfolio management and fiduciary services for retirement plans.

Cynthia Somer is a financial advisor at United Asset Strategies Inc. with 4 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Asset Strategies since 2014. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and uses a team-based advisory model emphasizing diversified, tailored portfolios that include active fixed-income management and option strategies.

Joseph Filosa is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor and partner at Opal Wealth Advisors, LLC. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of financial advising, he is involved in consulting and sales for Brooklyn Tile & Design, LLC, a retail business specializing in tile, marble, and kitchen cabinets, and holds partnerships in related design and construction ventures. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process utilizing proprietary model portfolios, quantitative and qualitative screening, and access to independent managers through UMA platforms, while supporting clients with ongoing monitoring and educational events.

Karen Filler is a financial advisor at Legacy Edge Advisors with 36 years of industry experience. She previously worked at TIAA and TIAA-CREF for 18 years. Outside of her advisory role, she serves on the board of Downingwood Condominiums and is a trustee at large for the Shames Jewish Community Center on the Hudson. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, modern portfolio theory, quantitative, and technical analysis, managing accounts on a discretionary basis tailored to client goals and risk tolerance.

Matthew Friedman is a financial advisor at Capital Counsel LLC with 13 years at the firm and 5 years of industry experience. He operates within a team-based environment in New York, NY. Capital Counsel provides discretionary asset management and financial planning services to individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm uses a valuation-based fundamental strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Douglas Flynn is a CFP® and ChFC® with 36 years of industry experience. He is a principal at Flynn Zito Capital Management, LLC, where he has worked since 2010, and has been affiliated with LPL Financial since 1997. Flynn has appeared as an on-air guest on networks including CNBC, Fox Business, CNN, Newsmax, and NewsNation to discuss financial topics. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services using a combination of fundamental, technical, and cyclical analysis, and offers a hybrid relationship with LPL Financial that integrates brokerage and advisory solutions.