Hunter Neumayer is a financial advisor at Retirable with two years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and Avior Wealth Management. Outside of finance, he has experience in the restaurant industry with Stirnella Restaurant and Dante Restaurant Group. Retirable primarily serves individuals who are retired or approaching retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm emphasizes diversified ETF portfolios, investment policy statements, and model portfolio options, delivering services under a fiduciary standard with regular portfolio reviews.

Jorge Pizarro Jr. is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Capital One Advisors, LLC, and Capital One Bank. BlackDiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for around 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning with a generally long-term, diversified approach that incorporates low-cost mutual funds, ETFs, and independent managers.

Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.

Abraham Luciano is a financial advisor at Masterworks Advisers, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Masterworks and NetElixir, as well as teaching experience at Rider University and Union City High School. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through a rules-based investment process that incorporates art market research, internal appraisals, and allocation models developed with Mercer.

Scott Clements is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Fountainhead Capital Management, Merrill, and several asset management firms. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed-account programs, using third-party platforms and a diverse investment menu tailored to client objectives and risk tolerance.

John Kelly is a financial advisor at Wellington Shields Capital Management, LLC with 37 years of industry experience. He has been with Wellington Shields and its affiliated firms since 1989. He holds the Series 63 designation. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of fundamental and technical analysis, employing various equity strategies, options, and margin trading, while maintaining formal suitability assessments and ongoing monitoring.

Oscar Santaella is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercam Advisor, Inc., Intercam Securities, and Banorte Asset Management. Santaella dedicates a portion of his professional time to an affiliated investment-related business based in Miami, Florida. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

David Linsen is a financial advisor at Abner, Herrman & Brock, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lord Abbett Distributor LLC for 20 years and Summit Financial, LLC for one year. Outside of his advisory role, he manages the finances for a real estate business that builds and sells spec homes. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a top-down investment process combining fundamental, technical, cyclical, and quantitative analysis, with tailored portfolios focused on large-cap equities and laddered, investment-grade fixed income.

Justin Nestle is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 65 designation. He has experience working at Kearny Bank and TD Bank, N.A., among other roles, and has been with Premier Path Wealth Partners since 2026. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process across various instruments and supports employer plan sponsors, using third-party managers and tools to implement strategies in both custody and held-away accounts.

Ryan Davis is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Next Capital Management LLC since 2015, working as part of a nine-advisor team based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocations and employs a range of strategies across mutual funds, ETFs, individual equities, fixed income, and alternative investments, servicing clients through multiple offices.

Chen Li is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at GoalVest Advisory LLC. Prior to joining GoalVest, Chen held positions at The Ayco Company LP and Goldman Sachs. GoalVest Advisory LLC primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to develop tailored investment strategies.

Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.

Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.

Brenda Sakon is a CFP® and Series 65-registered financial advisor with four years of industry experience. She is currently with Francis Financial, a team-based advisory firm in New York, NY. Her previous experience includes roles at Chicory Wealth and Benedetti, Gucer & Associates. Francis Financial manages approximately $803 million for individual and high-net-worth clients, offering investment supervisory services, personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning. The firm utilizes a mix of long- and short-term strategies with regular portfolio reviews and engages third-party discretionary managers as needed.

Carter Duddy is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Spartan Capital Securities, LLC and CB Insights, as well as work related to job searches and time as a student at Lehigh University. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities. The firm provides portfolio management and oversight of third-party money managers, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Patrick York is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Premier Path Wealth Partners, LLC, joining the firm in 2023 after 11 years at Bank of America and 12 years at Merrill. Premier Path Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process that incorporates fundamental, technical, and portfolio construction methods across various instruments and uses third-party platforms and managers to implement strategies in both custody and held-away accounts.

Stephen Sikes is a financial advisor with Public Advisors LLC in New York, NY, holding Series 65 and Series 66 credentials and eight years of industry experience. His prior roles include consulting at McKinsey & Company and positions with Social Finance, Inc., SoFi Securities, and SoFi Wealth. Public Advisors serves primarily individual investors through an internet-only advisory platform that offers discretionary portfolio management with software-driven processes, including Treasury ladders, direct indexing, and AI-customized indexes. The firm manages over 4,500 clients via a team of eight advisors, delivering automated trading, rebalancing, and tax-loss harvesting exclusively through its website and mobile app.

Jerold Francus is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2015. Outside of his advisory role, Francus works part-time as a ski and snowboard instructor at Keystone Resort with Vail Resorts. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of 16 advisors and offers portfolio management through in-house wrap fee programs, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across about 347 client relationships.

Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.

Mcclain Culver is a financial advisor at NerdWallet Wealth Partners, LLC with Series 65 and 66 licenses and three years of industry experience. Prior to joining NerdWallet, he worked at TD Securities (USA) LLC, Rosenblatt Securities, and UBS Financial Services, among other firms. He also has experience outside finance, including a role with the United States Tennis Association. NerdWallet Wealth Partners serves individual, high-net-worth, and charitable clients through discretionary investment management and comprehensive financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and third-party sub-advisers for specialized strategies.