Mark Pittsey is a financial advisor at Flagstar Securities, Inc. in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flagstar, he worked at HSBC Private Bank and HSBC Securities (USA) Inc. and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis, employing a range of investment strategies and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Daniel Lima is a CFA® charterholder with four years of industry experience. He is currently affiliated with Ameraudi Asset Management, Inc., where he has worked since 2023, and previously held positions at Deutsche Bank Securities and Moody's Corporation. Outside of his advisory role, he is involved with The Narita Group LLC, which provides career development coaching and travel guide services. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with portfolio management and asset-allocation services, focusing primarily on exchange-traded funds. The firm employs a macroeconomic investment approach and offers both discretionary and non-discretionary programs, operating as a subsidiary of Interaudi Bank.

Eliran Abekassis is a financial advisor at Matauro, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Abekassis is also a licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across about 876 client relationships and offers wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment approach that includes fundamental, macroeconomic, technical, and ESG analysis, covering a broad range of traditional and alternative asset classes.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.

Kenneth Lafreniere is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses and possessing 16 years of industry experience. He has been with Empirical Research Partners since 2012. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors such as money managers, hedge funds, insurance companies, and broker-dealers. The firm’s methodology combines macroeconomic and industry data with statistical analysis to inform professional investors’ decision-making rather than managing client assets or executing trades.

Longying Zhao is a CFA® charterholder with 18 years of industry experience. He has been with Empirical Research Partners LLC since 2007, where he serves as part of a four-advisor team. Empirical Research Partners provides data-driven subscription research and customized investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. The firm’s approach integrates proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or serving retail clients.

Linda Ray is a financial advisor at The Northstar Group, Inc. in New York, NY, with 45 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with The Northstar Group since 1986 and Osaic Wealth, Inc. since 1989. The Northstar Group, Inc. provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm manages over $870 million in discretionary assets for approximately 244 clients through a team of five advisors, emphasizing individualized portfolio recommendations and detailed client risk assessments.

James Colby is a financial advisor with Gagnon Securities, LLC in New York, NY, holding Series 63 and Series 65 registrations and 12 years of industry experience. His prior experience includes roles at Btig LLC and Ladenburg Thalmann & Co. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements. The firm employs a research-intensive, generalist equity approach focused on stock-by-stock selection for capital appreciation with a long-term orientation.

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.

Henry Asher is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with The Northstar Group since 1986 and is also affiliated with Osaic Wealth Inc. since 1989. In addition to his advisory role, he serves as President and Chief Compliance Officer of The Northstar Group and is a licensed insurance agent. The Northstar Group, Inc. is a team of five advisors managing discretionary portfolios and providing comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment to tailor investment strategies, supported by extensive research and regular reporting.

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.

Erin Gibbons is a CFP® with 20 years of industry experience, currently serving at United Asset Strategies Inc. since 2013. She holds Series 63 and Series 65 licenses and is a member of the board of directors at Dominican Village, a nonprofit assisted living facility. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a team-based advisory model focused on diversified, tailored portfolios and active risk management strategies.

Mark Traver is a CFA® charterholder with 13 years of industry experience. He has been with Neville, Rodie & Shaw Inc. since 2000 and is based in New York, NY. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s investment approach focuses on fundamental equity analysis, long-term holding periods, and a balanced allocation across asset classes tailored to client objectives and constraints.

John Benevides is a CFP® professional with five years of experience currently at Zoe Financial, Inc. He has previously worked at Rething Wealth, Ameriprise, OmniLYF, and has a background that includes time at Texas Tech University and Grimaldi's Pizzeria. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network, and also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs.

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.

Eric Monroe is a financial advisor at Aurora Private Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with APW Capital, Inc. and Standard Pension Services, LLC, where he also provides retirement plan and benefits consulting. Outside of his advisory role, Monroe is an independent insurance broker specializing in fixed insurance products and operates a separate insurance-related consulting business under his own corporation. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of advisors, utilizing a range of investment strategies and third-party platforms.

Ibrahim Sarker is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles and third-party platforms.