Patricia Eiden is a financial advisor at Circle Advisers Inc with a Series 65 designation and two years of industry experience. She has been with Circle Advisers since 2017. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with financial planning and consulting. The firm focuses on fundamental analysis and employs a range of strategies including options for hedging or income, managing assets across multiple offices while maintaining a team-sized advisor structure.

Timothy Seymour is a financial advisor at Magnus Financial Group LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Seymour Asset Management LLC and Triogem Asset Management. He serves on the board of Cheech and Chong Global, a consumer products company. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team, combining comprehensive planning with diversified asset allocation across various investment vehicles.

Michael Jamison is a financial advisor at Griffin Asset Management, LLC in New York, NY, with 12 years of industry experience. He has held his current role since 2017 and previously worked at Lebenthal Asset Management from 2015 to 2017. He holds Series 63 and Series 65 licenses. Griffin Asset Management provides discretionary and non-discretionary investment management and customized wealth management for individuals, families, trusts, charities, and institutions. The firm employs active management techniques across core equity, fixed income, and alternative strategies, serving over 600 client relationships and managing nearly $1 billion in assets.

Aleksandra Szegda is a financial advisor at Retirable with a Series 66 designation and two years of industry experience. She previously worked at Bank of America/Merrill and Citibank. Retirable serves individuals who are retired or nearing retirement, offering financial planning and discretionary investment management focused on retirement income and distribution planning. The firm combines online planning tools with advisor consultations and implements diversified ETF portfolios primarily through the Altruist platform.

Carl Basile is a financial advisor with Empire Financial Management Company, LLC in New York, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Empire Financial Management and Empire Asset Management since 2016 and previously worked at Bishop, Rosen & Co. Inc from 2011 to 2016. 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 typically manages separately managed accounts tailored to client objectives, employing a range of investment strategies that may include equities, fixed income, commodities, and derivatives.

Megan Grusczynski is a CFP® at Revolve Wealth Partners, LLC with one year of industry experience. She has been with Revolve Wealth Partners since 2018 and previously worked at Russell Research from 2014 to 2018. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and private placements for qualified clients.

Alex Shtaynberger is a financial advisor with Laidlaw Wealth Management LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Laidlaw Wealth Management since 2010 and has maintained a long-term association with Laidlaw & Company (UK) Ltd since 1999. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized portfolios using strategic asset allocation and a range of investment products, including no-load mutual funds, ETFs, structured products, and fixed-income securities, applying methodologies such as Modern Portfolio Theory and both fundamental and technical analysis.

Yuelin Liu is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds a Series 66 credential and previously worked at Revere Securities LLC and held academic positions at Columbia University and Hamilton College. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individuals and institutional clients, managing approximately $68 million in assets. The firm focuses on equities, fixed income, ETFs, mutual funds, and certain equity derivatives, using a combination of fundamental, technical, and macro analysis to tailor portfolios to client objectives and risk tolerances.

Nicole Price is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Empirical Research Partners since 2003. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail clients.

Lore Gordon is a financial advisor at RMR Wealth Management with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RMR Wealth Management since 2011. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers multiple managed account programs and project-based consulting, using third-party platforms and sub-advisers for manager selection, asset allocation, and reporting.

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years with Capital Group Private Client Services. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individual and high-net-worth clients. The firm employs passive, asset-class-based portfolios using index mutual funds and ETFs, complemented by fundamental analysis and customized investment policy statements, and offers financial planning services with ongoing monitoring and annual reviews.

Christopher Kelly is a financial advisor at Cornerstone Planning Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is also licensed to sell life, disability, and long-term care insurance. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

Steven Woods is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Worden Capital Management LLC and Laidlaw and Company. In addition to his advisory role, he serves as CEO and Chairman of the Board for Stirlingshire Investments, Inc., the parent company of the affiliated broker-dealer and RIA. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach and provides access to a wide range of investment types, with model strategies available through the Advyzon marketplace and no account minimum for advisory services.

Vincent Andrews is a financial advisor with Private Capital Advisors, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Private Capital Advisors, Inc. since 1997 and is also the general partner of Andex Energy Corp. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients. The firm employs a combination of fundamental research and technical analysis to implement a variety of investment strategies tailored to client objectives, managing over $1 billion in discretionary assets as of December 31, 2024.

Sanjeet Dass is a financial advisor at Avestar Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. Dass is also a director of the Dass Family Charitable Foundation, a personal family foundation focused on estate planning. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, managing separately managed accounts, proprietary private funds, and special purpose vehicles. The firm employs a combination of internally managed ETF and model strategies alongside licensed third-party models, and serves pooled investment vehicles while acting as a fund sponsor and general partner.

Jacob Gorelick is a financial advisor at Empirical Research Partners LLC with three years of industry experience. He previously worked at Nasdaq and Numina Capital Management LLC. Gorelick holds Series 63 and Series 65 designations. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm’s approach combines proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making.

Ryan Wilkens is a CFP® professional at Bridgewater Advisors Inc. with one year of industry experience. He has been with Bridgewater Advisors since 2021. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment firm managing approximately $2.14 billion for about 540 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes, conducts ongoing due diligence, and provides discretionary portfolio management alongside financial planning, consulting, and optional tax-preparation services.

Steven Mc Neilly is a CFP® and ChFC® with 13 years of industry experience. He is currently with Stark Wealth Management LLC and has previously worked at American Portfolios and American Portfolios Financial Services, Inc. He serves as treasurer for the non-profit Reveal, NYC. Stark Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis with tailored model allocations and offers access to third-party money managers and managed account solutions.

Amit Biswas is a financial advisor at Cornerstone Planning Group with one year of industry experience. He holds the Series 66 designation and has previously worked at Stormont Financial Strategies and NYLIFE Securities LLC. Prior to his career in finance, he held roles at Sunglass Hut Global Flagship and GameStop. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary and emphasizes passive investment strategies using low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Sara Hudson is a financial advisor at Fairport Advisors, Inc. in New York, NY, with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fairport Advisors and its affiliated firms since 2011. Outside of her advisory role, she is involved with The Mount, a nonprofit organization focused on development and fundraising for high-net-worth clientele. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, closely held businesses, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients, employing model-based portfolios that integrate tactical and strategic asset allocation with proprietary technical, quantitative, and AI-supported analysis.