Michael Abate is a financial advisor at United Asset Strategies Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Pensionmark Financial Group, APW Capital, EisnerAmper Wealth Management, TD Ameritrade, and Capital One Sharebuilder. 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 using a team-based advisory model and employs diversified, tailored portfolios with active management techniques including options and fixed-income strategies.

Henry Pacht is a financial advisor with Lantern Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has a long tenure at Herold Advisors, Inc. dating back to 1986 and is also associated with Herold & Lantern Investments, Inc. outside of Lantern Wealth Advisors. Lantern Wealth Advisors serves individuals, high net worth clients, trusts, estates, pension plans, and corporations, managing approximately $265 million in assets. The firm employs a multi-advisor team approach utilizing a range of discretionary and non-discretionary portfolio management strategies, incorporating both in-house and third-party model portfolios tailored to client risk profiles.

Benjamin Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Wealthspire Advisors and attended Tulane University. Edge Wealth Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and tailored to client objectives, managing approximately $770.7 million in assets across a range of securities without imposing a firmwide account minimum.

Akhil Kumar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Voya Financial Advisors. Kumar is involved in multiple business activities related to investment advisory and insurance. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also offering ERISA 3(38) fiduciary services and utilizing options, margin, and derivative strategies as needed.

Maurice Frank is a financial advisor at ELCO Management Company, LLC with three years of industry experience and holds the Series 65 designation. He has been associated with Maurice Frank and Company since 1997. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension and profit-sharing plans through discretionary portfolio management, separately managed accounts, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, and utilizes options, short selling, and leverage as part of its investment approach.

Matthew Haertzen is a CFP® and CFA® with 13 years of industry experience. He is currently with Francis Financial and has held prior roles at Cornerstone Portfolio Research, WT Wealth Management, and Four Peaks Wealth Management. He is also a finance lecturer at the University of Arizona, teaching college students since 2017. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for high-net-worth individuals. The firm offers personalized investment policy development, portfolio management, and specialized divorce financial planning, employing a mix of long- and short-term strategies with regular portfolio reviews.

Joshua Rubin is a financial advisor with NerdWallet Wealth Partners, LLC, holding CFP® and Series 66 credentials and bringing four years of industry experience. His prior roles include positions at NewEdge Wealth and UBS Financial Services. Rubin also works as an analyst for Rubin Capital Corp, a boutique investment banking company focused on raising capital for smaller private businesses. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations. The firm manages discretionary portfolios primarily through passive, asset-class-weighted strategies complemented by comprehensive financial planning and utilizes third-party sub-advisers and AI tools for specialized mandates and operational support.

Sandra Turner is a financial advisor at Watts Capital Partners LLC with 15 years of industry experience. She has been with Watts Capital Partners since 2018 and previously worked at Atlantis Asset Management from 2012 to 2018. She holds Series 63 and Series 65 designations. Watts Capital Partners serves individuals, families, business owners, and enterprises in the U.S. and internationally, including Gen X/Gen Y professionals and clients managing divorce. The firm provides financial planning, wealth management, and investment management services using a structured four-step planning process and implements investment strategies across Core, Tactical, and Alternative categories, including proprietary quantitative tactical models and options strategies.

Nicholas Churkovich is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 credential and experience spanning multiple roles in financial services since 2017. His prior positions include roles at Koda Capital, Garnaut Private Wealth, and Deloitte. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm operates as a team, managing approximately $263 million in discretionary assets, and primarily implements passive, asset-class-weighted portfolios supported by fundamental analysis.

Timothy Mc Clatchy is a financial advisor at Seeds with a Series 65 credential and three years of industry experience. His prior roles include positions at myCIO Wealth Partners, LLC and JP Morgan Chase & Co. He has also been involved with several other firms and organizations early in his career. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term, tax-aware portfolios incorporating ESG metrics and proprietary model construction.

David Haddad is a financial advisor at IDB Lido Wealth, LLC with a Series 65 license and four years of industry experience. He has worked with Lido Advisors, LLC and as a self-employed advisor prior to joining IDB Lido Wealth. Haddad provides investment advisory services under a joint venture arrangement between Lido Advisors and IDB Lido Wealth. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm offers investment management, financial planning, family office, retirement, and estate planning services to individuals, family offices, pensions, trusts, charitable organizations, corporations, and insurance companies, using a multi-asset integrated wealth-management approach that includes discretionary and non-discretionary strategies.

David Palamar is a financial advisor at Patriot Investment Management Group Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 19 years. Patriot Investment Management Group serves individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

William Hayes is a financial advisor at Wellington Shields & Co., LLC with one year of industry experience. He holds a Series 66 designation. Hayes is the founder of Rondevoo LLC, a non-investment business that previously operated a platform allowing fans to Facetime with college athletes. 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.

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. She has been with Grandfield & Dodd, LLC since 2016. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm’s investment approach focuses on long-term, fundamental equity analysis and diversified portfolios designed to preserve and enhance clients’ real purchasing power, incorporating tax and estate considerations.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2011, totaling 15 years at the firm. 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 that emphasizes diversified, tailored portfolios and active risk management strategies.

Richard Ciuba is a financial advisor at Argus Investors' Counsel, Inc. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at H.D. Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions. The firm’s investment approach focuses on bottom-up stock selection and long-term, low-turnover strategies, offering diversified portfolios alongside specialized strategies and model portfolio licensing to other advisers and platforms.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. 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, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Madison Mount is a Certified Financial Planner (CFP®) with four years of industry experience. She has worked at Francis Financial since 2022 and previously held positions at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing a mix of long- and short-term strategies alongside quarterly portfolio reviews.

Jeffrey Dziegielewski is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He has worked at The Northstar Group, Inc. and Royal Alliance since 2017, and previously at Monticello Consulting Group from 2012 to 2017. In addition to his advisory role, he is also licensed as an insurance agent. The Northstar Group, Inc. is a five-advisor team managing discretionary portfolios and providing financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment, supports investment decisions with extensive research, and typically operates under discretionary authority.

Daniel Smith is a CFP® and holds a Series 65 license with two years of industry experience. He joined Francis Financial in 2026 after roles at Lido Advisors, LLC, and Exchange Capital Management Inc. Earlier in his career, he worked in pediatric dentistry and held an academic position at Michigan State University. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, individualized portfolio management, comprehensive financial planning, and specialized divorce financial planning, utilizing both discretionary and non-discretionary strategies with regular portfolio reviews.