Andrew Mc Kay is a financial advisor at Cross Border Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Edward Jones and CUSO Financial Services. Mc Kay is based in New York, NY. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting, primarily allocating client accounts to exchange-traded funds (ETFs) using a combination of fundamental and technical analysis.

Mark Magnusen is a financial advisor at RMR Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Moors Cabot Inc, Park Avenue Securities, and Edward Jones Investments. Outside of his advisory role, he serves on multiple nonprofit boards, including the Norwalk Junior Soccer Association and the Norwalk Senior Center, and is involved in adult education through the First Presbyterian Church of New Canaan. RMR Wealth Management serves individuals, retirement plans, and corporate clients with discretionary portfolio management and managed-account programs, using third-party platforms such as Envestnet and SEI to tailor investments across equity, fixed income, and alternative strategies.

Patrick Gorman is an investment advisor representative with Herold Advisors, Inc., holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Herold Advisors and its predecessor firms since 1986. Outside of his advisory role, he is the president and owner of GF Consultants of NY, an accounting and tax business, and is a co-author of the book *Ghost of the Nightingale*. Herold Advisors, Inc. provides portfolio management services to a broad range of clients including individuals, trusts, and institutional investors. The firm focuses on equities, fixed income, mutual funds, ETFs, and sometimes covered call options, tailoring portfolios based on client objectives and risk tolerance with an emphasis on domestic large- and mid-cap securities.

Chase Wickenheiser is a financial advisor at Magnus Financial Group LLC with five years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, Modus Park Associates, Mass Mutual Life Insurance Company, IHS Markit, and Ipreo, LLC. Outside of his advisory role, he is involved in life and health insurance activities. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs diversified, long-term portfolio strategies supplemented by proprietary quantitative equity and tax-exempt bond strategies.

Jeffrey Golden is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Circle Advisers Inc in New York, NY. He has been associated with Circle Advisers since 2002 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is also a licensed insurance agent. Circle Advisers Inc primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services and financial planning. The firm manages assets through a fundamental analysis approach, employing both long- and short-term strategies across a diverse range of investments.

Drew Collins is a CFA® charterholder with six years of industry experience. He has worked at Magnus Financial Group LLC since 2022 and previously spent eleven years at Greenwich Investment Management, Inc. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in regulatory assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified asset allocation.

Enri Dama is a financial advisor at WealthEdge Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TSA Portfolio Management, Inc. and Halliday Financial, LLC since 2017, as well as Forefront Capital Markets, LLC from 2013 to 2017. Outside of his advisory roles, he provides consulting services through Ed Hammer LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering custom portfolios and a variety of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Nolan Pecci is a Series 65-licensed advisor at Frec with three years of industry experience. His prior roles include positions at SEI Investments and LDR Capital Management. He currently works at Frec Advisers LLC and Frec Markets, Inc. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform to retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm focuses on discretionary portfolio management using direct indexing, tax-loss harvesting, option contract hedging, and tax-aware systematic trading, delivering services primarily through automated software rather than traditional advisor-led interactions.

Marc Foti is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fortis Group Advisors since 2019 and previously held roles at LPL Financial, MML Investors Services, MassMutual, and M&T Securities. Outside of his advisory role, Foti serves as an adjunct lecturer of mathematics at Middlesex Community College. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management and financial planning services, employing a process that combines fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, with attention to tax-aware decisions.

Stephen Burke is a Series 63–licensed financial advisor with ARS Investment Partners, LLC, based in New York, NY. He has 35 years of industry experience, including over 10 years with ARS Investment Partners. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee approach combining macro and sector analysis with fundamental research to provide tailored portfolios, including separately managed accounts and ETF-based strategies.

Arden Gayle Santos is a financial advisor at Cross Border Wealth, LLC in New York, NY, holding a Series 65 designation. Santos has been with Cross Border Wealth since 2020, with prior experience at Concentrix and Interpublic Group. Cross Border Wealth 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, primarily allocating client accounts to exchange-traded funds (ETFs).

Scott Drown is a financial advisor at Regency Wealth Management with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Beacon Pointe Advisors and Heller Wealth Advisors. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, typically with investible assets above $1 million. The firm creates individualized investment policy statements, combining fundamental and technical analysis to manage portfolios primarily on a discretionary basis, and offers financial planning and retirement plan consulting.

William Platt is a CFP® with 23 years of industry experience. He has been with Momentum Advisors since 2014 and previously worked at Farther. Outside of his advisory work, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors is a registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, charitable institutions, foundations, pension plans, and small businesses. The firm emphasizes customized portfolio construction and ongoing monitoring, using mutual funds, ETFs, and third-party managers.

Steven Novack is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. He has been with Altfest since 2018 and previously worked as a financial services consultant from 2016 to 2018. 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 with individualized strategies that incorporate fundamental, technical, and cyclical analysis, and sponsors several private pooled investment vehicles.

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Claraphi Advisory Network and West Advisory Group. Outside of his advisory work, he occasionally assists at an award-winning jazz club. 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 offers non-discretionary portfolio management, financial planning, and pension consulting, often utilizing exchange-traded funds alongside other investment vehicles.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. in New York, NY, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at WealthChoice, Cask, and Cisco Systems. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm employs a market efficiency and strategic asset allocation approach, offering discretionary management and support through a network model that includes paraplanning and community membership programs.

Robert Goodman is a financial advisor at Strategic Wealth Management Group in New York, NY, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Wealth Management Group since 2016. Strategic Wealth Management Group offers discretionary and non-discretionary investment advisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm provides portfolio management through model portfolios, separately managed accounts, and third-party wrap programs, tailoring strategies to client objectives across a range of risk profiles.

Robert Jaffe is a financial advisor at CFS Investment Advisory Services LLC with 24 years of industry experience. He has held positions at CFS Investment Advisory Services since 1999, with a break between 2005 and 2017 during which he worked at Cambridge Investment Research, Inc. He holds Series 63 and Series 66 licenses. CFS Investment Advisory Services provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and independent managers.

Avi Berg is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of the Park Hill Tenants Co-op, both volunteer roles. He also acts as an outside advisor to Quantum Farma, a private company. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and uses a range of investment strategies including low-cost passive approaches and alternative instruments, serving clients through discretionary and non-discretionary mandates.

Harvey Wacht is a Senior Managing Director at Shufro, Rose & Co., LLC with 54 years of industry experience. He has been with Shufro, Rose & Co. since 2001 and previously worked at Purshe Kaplan Sterling Investments. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm provides discretionary and non-discretionary portfolio management with a long-term investment approach, utilizing equities, funds, fixed-income instruments, and selectively employing strategies such as options and alternative investments aligned with client objectives.