George Allen is a financial advisor at G.B. Allen Associates, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1987. In addition to his advisory role, Allen is president and managing partner of an affiliated CPA firm, GB Allen, Castro & Associates. G.B. Allen Associates serves individuals, trusts, estates, and business entities, managing approximately $99.5 million across about 25 client relationships. The firm provides discretionary investment management and financial planning with customized portfolios, and is affiliated with a CPA practice that offers tax and accounting services under separate agreements.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Charles Schwab Foundation Personal Financial Planning Clinic and Spire Outsourcing, among others. Heydorn Stone Capital Management LLC is a small independent registered investment adviser managing approximately $125.6 million across about 105 clients. The firm offers discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, endowments, foundations, and corporations, employing a client-centered approach with diversified model portfolios.

Stephanie Meket is a financial advisor at Wise Wealth Management, LLC in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. She has been with Wise Wealth Management since 2004. Wise Wealth Management serves individuals, families, trusts, estates, privately held businesses, and retirement plans by providing comprehensive wealth management, financial planning, and discretionary portfolio management with a focus on customized portfolios that emphasize asset allocation, global diversification, and alternative asset classes.

Yibo Huang is a CFA® charterholder with 18 years of industry experience. He has worked at Sicart Associates, LLC since 2016 and previously spent 15 years at Tocqueville Securities L.P. in New York, NY. Sicart Associates provides discretionary investment management and multi-family office services to individuals, families, trusts, foundations, and private investment vehicles. The firm employs a global contrarian value, long-only investment approach grounded in fundamental research and serves both high-net-worth and individual clients, managing approximately $380 million in discretionary assets.

Maura Griffin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Blue Spark Capital Advisors since 2011. Blue Spark Capital Advisors is a fee-only fiduciary wealth management firm that serves individual clients, specializing in supporting women and their families through major life transitions. The firm employs a liability-driven investing approach with broad diversification and integrates comprehensive financial planning into each client relationship.

Thomas Moore is a CFA® charterholder with 30 years of industry experience. He is currently with Clemensen Capital Company LLC, where he has worked since 2021, and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm uses active management strategies across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to align with client objectives for income, growth, or balanced outcomes.

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, with two years of industry experience. He holds a Series 65 designation. His prior work includes roles at Montclair State University and C&A Marketing. Outside of his advisory role, he is a partner in two real estate-related companies, Realty Management Advisors, LLC and Sterling Adams, LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management as well as financial planning and consulting, utilizing both fundamental and technical analysis across various asset classes.

Moses Silver is a financial advisor at Kensington Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kensington Capital Corp. since 1994. Outside of his advisory role, he serves on the board of Beis Menachem, attending monthly meetings. Kensington Wealth Management, LLC is a newly organized investment adviser that plans to provide discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s approach involves tailoring portfolios across various asset classes and employing multiple trading strategies while maintaining discretion over third-party manager selection and oversight.

Miguel Rios Amurrio is a CFP® professional with four years of industry experience, currently serving as an advisor at TQM Wealth Partners. Prior to joining TQM Wealth Partners in 2020, he worked at Chipotle Services, LLC and Groupo Mercantil, Santa Cruz S.A. His credentials include the Series 65 license. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis and offers both financial planning and investment management services.

Michael Powsner is a CFP® and PFS™ with 12 years of industry experience. He has worked at Upstart Wealth Management, LLC since 2014 and was previously associated with Michael Powsner CPA d/b/a Powsner & Thomas CPA's and Michael Powsner, CPA. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and various implementation vehicles, including separately managed accounts and derivatives, and manages approximately $294 million across about 89 clients.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Daniel Joyce is a financial advisor at WestPark Capital, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at SCF Investment Advisors, INC., SCF Securities, Inc., and Linsco/Private Ledger Corp. Outside of his advisory role, he occasionally places fixed life and health insurance products as an independent broker. WestPark Capital, Inc. provides financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm offers customized advisory services and implements portfolios directly or through selected third-party managers based on client objectives and risk tolerance.

Michael Israel is a CFP® with 23 years of industry experience, currently serving as a partner at Revolve Wealth Partners, LLC since 2017. He previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Oppenheimer & Co. Inc. Israel is also a board member of a religious nonprofit organization, where he participates in board meetings and event coordination. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a diversified investment approach, including mutual funds, ETFs, individual equities, fixed income, and private placements, with an emphasis on growth and value integration, global diversification, and tax sensitivity.

Liam Hibbits is a financial advisor at WealthEdge Investment Advisors LLC with a Series 65 credential and two years of industry experience. Prior to joining WealthEdge, he worked in educational roles at Virginia Commonwealth University, Salisbury School, and Xavier High School. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering customized portfolio management and a range of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Andrew Hart is a financial advisor at Next Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Next Capital since 2016. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including serving as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and ongoing monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments such as direct indexing and tax-managed long/short strategies.

Sungsoo Yang is a CFA® charterholder with 20 years of industry experience. He has been with Empirical Research Partners LLC since 2003. The firm provides data-driven subscription research and on-request investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. Empirical Research Partners employs proprietary quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making without managing client assets or serving individual investors.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Robert Manschot is a financial advisor at Commons Capital, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commons Capital Advisors, LLC since 2016. Prior to that, he worked at Cramer Rosenthal McGlynn from 2002 to 2016. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm uses a long-term investment approach based on Modern Portfolio Theory, combining passive and active strategies with a documented risk management process.

Laurence Greenwald is a ChFC® credentialed advisor with 37 years of industry experience. He has been with BlackDiamond Wealth Management, LLC since 2018 and concurrently serves as a registered representative with Purshe Kaplan Sterling Investments, Inc. He is also a commissioned Notary Public. BlackDiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, utilizing fundamental, technical, and cyclical analysis.

Ronald Ciancimino is a financial advisor at Empire Financial Management Company, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Empire Asset Management Company since 2013. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm’s investment approach includes client-specific asset allocation across various asset classes and strategies, with services tailored to client objectives and constraints.