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.

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).

Menachem Lerman is a financial advisor at Equinum, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Beth Rivkah and Robert Lubin & Associates. Equinum provides investment supervisory services, financial planning, retirement plan advice, and family office services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory services, and automated ETF-based model portfolios through its robo-advisor platform.

Mark Pankoff is a financial advisor at Wellington Shields & Co., LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co. Inc for eight years before joining Wellington Shields in 2018. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies while offering multiple execution and servicing options.

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 with eight years at Altfest Personal Wealth Management and five years of industry experience. Prior to joining Altfest, he worked as a financial services consultant for two years. He is based in New York, NY. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm manages individualized portfolios primarily on a discretionary basis, employing fundamental, technical, and cyclical analysis, and offers proprietary pooled investment vehicles alongside retirement-plan services.

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Claraphi Advisory Network, Brookstone Capital Management, and Merrill. Outside of his advisory role, he occasionally assists at a jazz club owned by friends. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, with a focus on expatriates, Americans living abroad, and foreign nationals. The firm operates on a non-discretionary advisory model, combining fundamental and technical analysis to manage client portfolios primarily allocated to exchange-traded funds (ETFs).

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.

Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Samandar Kasimov is a financial advisor at Avestar Capital, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Neuberger Berman LLC and Frisch Financial Group, Inc. Avestar Capital manages approximately $2.06 billion and serves individual and high-net-worth clients, private funds, accredited investors, charities, and corporate entities. The firm offers financial planning and portfolio management using a combination of proprietary ETF strategies, third-party model portfolios, and access to private funds and SPVs.

Nicolas Sitinas is a financial advisor with Papamarkou Wellner Perkin Advisors in New York, NY. He holds a Series 63 designation and has five years of industry experience, along with fourteen years at Papamarkou Wellner Asset Management, Inc. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across equity, credit, and alternative strategies.

Dawn Bodami is a financial advisor at Shulman DeMeo Asset Management, LLC, holding a Series 65 designation with 19 years of experience at the firm. She has been with Shulman DeMeo since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm uses a wrap fee program combining advisory, trade execution, custody, and reporting, and implements portfolios with a mix of index funds, ETFs, individual stocks, and bonds, generally recommending Charles Schwab as custodian.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.

David Kressner is a CFP® and CFA® with 14 years of industry experience. He has worked at Altfest Personal Wealth Management since 2016, following roles at Assetmark, Inc. and ARIS Wealth Services Inc. in prior years. Altfest Personal Wealth Management serves a mix of individual and institutional clients, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and provides retirement plan services alongside its wealth management offerings.

Benjamin Bernard is a CFP® credentialed financial advisor with five years of industry experience, currently practicing at Bridgewater Advisors Inc. He has been with Bridgewater Advisors since 2005, working within a team of 14 advisors based in New York, NY. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes using a combination of actively managed and index-related strategies, with ongoing due diligence and quarterly portfolio reviews.