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.

Lorenzo Lorenzotti is a financial advisor at Papamarkou Wellner Perkin Advisors with 17 years of industry experience. He holds the Series 63 designation and has worked at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. since 2011. Lorenzotti serves on the board of directors of Auguri Corporation, a position he has held since 2004 without remuneration. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets and provides discretionary investment management and consulting services to high-net-worth individuals, family offices, endowments, foundations, pensions, and other entities. The firm employs proprietary analytical modeling and a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring across various strategies.

Hylton Davis is a financial advisor at Stirlingshire Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of his advisory role, Davis is involved in accounting and bookkeeping through his ownership of Affordable Accounting Bookkeeping & Taxes LLC and CCLG Global LLC. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm offers a broad range of investment options and employs multiple analytical methods, including quantitative, fundamental, and technical approaches, with both long- and short-term trading strategies.

Tassos Recachinas is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Sophis Investments LLC since 2008. He is the managing member of Sophis GP LLC, a strategic advisory and consulting firm, and manages Sophis Apizza Partners, a special purpose holding company. Additionally, he is a licensed real estate salesperson in Connecticut and holds officer roles in several early-stage private companies. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, foundations, and certain businesses. The firm focuses on concentrated, separately managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and tailored advisory services.

Lily Kraus is a financial advisor with Zoe Financial, Inc., holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Zoe Financial, she held roles at Arketa, Equinox, and several other organizations across various industries. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients with third-party registered investment advisers through its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, providing administrative and sub-advisory support to participating RIAs rather than directly managing client accounts.

Michael Coleman is a CFP® with seven years of industry experience, currently serving as an advisor at Retirable since 2020. His prior roles include positions at Equity Multiple and Betterment. Retirable focuses on serving individuals who are retired or nearing retirement by providing financial planning and discretionary investment management centered on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans and implements diversified ETF portfolios through the Altruist platform.

Roman Yakubov is a financial advisor at Flagstar Advisors in New York, NY, holding Series 63 and Series 66 registrations with 18 years of industry experience. His prior roles include positions at Citigroup, TD Ameritrade, and Scottrade. Outside of his advisory work, he volunteers as an EMT with the Morganville First Aid and Rescue Squad. Flagstar Advisors serves a diverse client base including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management through discretionary asset allocation across mutual funds, ETFs, alternative investments, and third-party advisers.

Steven Troccoli is a ChFC® with 27 years of experience in financial advising. He is currently with Seasons of Advice Wealth Management and previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory work, he is involved as a shareholder in a family real estate holding corporation. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families with investment advisory and financial planning services. The firm uses a life-cycle framework called the “Seasons of Advice” process to sequence planning tasks throughout the year and offers discretionary portfolio management, held-away account management, and a fixed-income program through a sub-advisor.

Jonathan Shaban is a CFA® charterholder with two years of industry experience. He currently works at Avestar Capital, LLC and previously held roles at Overbrook Management Corp., Bank of America Private Bank, and MediaVest Worldwide Inc. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients and acts as an adviser and sponsor to privately offered pooled vehicles. The firm manages a mix of internally managed ETF and model strategies alongside licensed third-party models, serving a range of clients including family offices and other advisers.

Derek Botwinick is a financial advisor at Lumiere Financial with 23 years of industry experience. He holds a Series 63 designation and has held positions at firms including Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. In addition to his advisory work, he owns DLB Associates, which provides group benefits and Medicare insurance services. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships through a seven-advisor team, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Charles Martin is a Certified Financial Planner® at Circle Advisers Inc with four years of industry experience. He has been with Circle Advisers since 2014. Outside of his advisory role, he is also a licensed insurance agent. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm manages assets using fundamental analysis and a mix of mutual funds, ETFs, equities, fixed income, and options strategies.

Aimee Baehr is a CFP®-credentialed financial advisor with 12 years of industry experience, currently practicing at TA Capital Management, LLC. She has been with Total Alignment Wealth Advisors since 2013. Outside of her advisory role, she owns and operates a home-based administrative services business. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning and employs a range of analysis methods to tailor portfolios to clients’ objectives and risk tolerances.

Neil Gagnon is a financial advisor at Gagnon Securities, LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gagnon Securities since 1999. Outside of his advisory role, he is the owner of an ice cream shop and serves as a trustee of the Gagnon Family Foundation, which makes charitable contributions to various organizations. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and affiliated pooled vehicles.

Daniel Duca is a CFP® professional with 13 years at Altfest Personal Wealth Management and a total of 4 years of industry experience. He is based in New York, NY. Altfest Personal Wealth Management serves a diverse client base, including individuals, 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 focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising private pooled investment vehicles.

Stephen Leit is a CFA® charterholder with 37 years of experience in the financial industry. He has been with Shufro, Rose & Co., LLC since 1989. The firm manages approximately $2.165 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities, offering discretionary and non-discretionary portfolio management along with fee-based financial planning. Shufro, Rose & Co. employs a long-term investment horizon and individualized portfolio management, utilizing equities, funds, fixed-income instruments, and selective alternative strategies aligned with client objectives.

Fahad Hasan is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with WealthEdge Investment Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments, VOYA Financial Advisors, Arch Global Advisors, and National Brokerage Financial. He also serves as an insurance agent, providing services to legacy contacts. 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 individual management and a range of model portfolios that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Steven Glass is a financial advisor with Shufro, Rose & Co., LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Shufro, Rose & Co. since 1988. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities. The firm provides discretionary and non-discretionary portfolio management and fee-based financial planning, employing a long-term investment horizon with individualized portfolio management and selective use of alternative strategies aligned with client objectives.

Jonathan Robohm is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2001. Robohm is a partner at Gagnon Administrative Services and co-manages the GIS Fund of Funds. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer and offers brokerage services for retirement and non-retirement accounts.

Alexander Zias is a financial advisor with Flagstar Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Signature Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, offering wealth management, retirement plan consulting, financial planning, and portfolio management. The firm operates with approximately 47 advisors and manages about $1.16 billion in discretionary assets, typically developing Investment Policy Statements and implementing discretionary management through a diversified allocation of mutual funds, ETFs, alternative investments, and third-party advisers.

Feifei Xing is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. She has worked at Altfest since 2018, with prior roles at OPMI Business School, Whitewood Group Inc, and SunAmerica Holdings Inc. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios on an individualized basis with an active role as adviser and sponsor of several private pooled investment vehicles.