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.

Gregory Lesko is a CFA® charterholder based in New York, NY, with four years of industry experience. He is affiliated with Deltec Asset Management LLC, where he has worked since 2001. Deltec Asset Management LLC provides discretionary investment management for pooled investment vehicles and separately managed accounts, serving clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an actively managed, fundamental security-level research approach focused on positive absolute returns by targeting out-of-favor sectors and underfollowed opportunities, with an emphasis on special situations and tailored investment solutions.

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.

Amanda Spiteri is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Louis Cannataro. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating among equities, fixed income, and cash, and utilizes strategic models and third-party services for portfolio management and reporting.

Thomas Sokira is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Sokira serves as Managing Partner of Anthem Financial Services, conducting 401(k) consulting. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment options and offers fiduciary consulting and retirement-plan services while operating as a fee-only, independent SEC-registered adviser.

Timothy Conboy is a financial advisor at Key Group Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He also offers insurance product sales and service, including variable annuity products. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs fundamental analysis with a variety of investment strategies and coordinates tax planning through an affiliated tax practice.

Daniel Katz is a CFP® and holds a Series 66 license with 22 years of industry experience. He is a partner at Revolve Wealth Partners, LLC and has previously worked at Oppenheimer. In addition to his advisory role, Katz is an agent offering fixed insurance solutions through PKS Financial. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles, employing mutual funds, ETFs, individual securities, and third-party managers, with a focus on rebalancing and tax sensitivity.

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.

Jon Tarno is a financial advisor at Cornerstone Planning Group with 15 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Planning Group since 2015. Outside of his advisory role, he is involved in real estate investment through an LLC focused on renovating and selling properties. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing low-cost, passive investment strategies tailored to client objectives and risk tolerance.

Alexander Orlando is a CFP® with 12 years of industry experience, currently serving as an advisor at Key Client Fiduciary Advisors, LLC. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. He is also involved with Realta Investments Advisors, Inc. and operates under the dba Tributary Wealth Management. 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, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to manage portfolios.

Christian Di Russo is a financial advisor with Altfest Personal Wealth Management in New York, NY. He holds the CFP®, ChFC®, and Series 66 designations and has over five years of industry experience, including prior roles at Withum Smith + Brown, PC and KPMG. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm emphasizes discretionary wealth and portfolio management supported by an investment committee and offers retirement-plan fiduciary services alongside participant education programs.

Jorge Pizarro Jr. is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Capital One Advisors, LLC, and Capital One Bank. BlackDiamond Wealth Management LLC 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 discretionary investment management and financial planning with a generally long-term, diversified approach that incorporates low-cost mutual funds, ETFs, and independent managers.

Kevin Hamilton is a financial advisor with Aspire Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He is also involved with Hamilton Cavanaugh & Associates, Inc. and has a minority ownership interest in Upscale Enterprises, LLC, a car wash business. Aspire Advisors provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and employee benefit plans. The firm uses a combination of fundamental and technical analysis and typically implements model portfolios with mutual funds and ETFs tailored to client needs.

Robert Sollazzo is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Quent Capital, LLC and has previously worked at Cerity Partners LLC, SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Before entering the financial advisory field, he was employed at Hamilton College for four years. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, utilizing ETFs, mutual funds, individual equities, and derivatives within its strategies.

Benjamin Shapiro is a CFA® charterholder with one year of industry experience. He is currently with Quent Capital, LLC and previously worked at Basswood Capital Management, Hedgeserv, and Morgan Stanley Capital Group. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles including the Quent Long Short Global Small Cap Fund, LP. The firm employs a long/short, small-cap oriented strategy focused on thematic innovation sectors and uses a combination of fundamental, quantitative, and strategic asset-allocation methods.

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.

Michael Lamagna is a financial advisor with Traphagen Financial Group, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2019 and at E*TRADE Capital Management and E*TRADE Securities since 2015. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate planning services alongside investment advice.

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.