Steven Troccoli is a ChFC® with 28 years of industry experience, currently serving at Seasons of Advice Wealth Management since 2017. He previously worked for Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, he is involved as a shareholder in a family real estate holding corporation. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families, typically starting relationships around $100,000. The firm provides financial planning and portfolio management through three wrap-fee investment programs and integrates held-away accounts using technology from Pontera Solutions as part of its "Seasons of Advice" planning process.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Jonathan Shaban is a CFA® charterholder with three years of industry experience. He currently works at Avestar Capital, LLC and previously held roles at Overbrook Management Corp. and Bank of America Private Bank. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private funds, and institutional investors. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Devang Patel is a CFP® professional with 23 years of industry experience, currently serving at Virtus Wealth Solutions since 2020. His prior experience includes roles at Commonwealth Financial Network, MML Investors Services, and MSI Financial Services. Outside of financial advising, he is a general partner in a film production venture, Chyna Project Partners. Virtus Wealth Solutions provides financial planning, asset management, and consulting services to individual, high-net-worth, and institutional clients. The firm employs multiple investment approaches and manages over $500 million in discretionary assets across a diverse client base.

Derek Botwinick is a financial advisor at Lumiere Financial with 23 years of industry experience. He holds a Series 63 designation and has held positions at firms including Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. In addition to his advisory work, he owns DLB Associates, which provides group benefits and Medicare insurance services. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships through a seven-advisor team, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Charles Martin is a CFP® at Circle Advisers Inc with 12 years at the firm and 5 years of industry experience. He is also licensed as an insurance agent. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services alongside financial planning and retirement plan consulting. The firm employs a fundamental analysis approach with a range of investment strategies, including options, and manages assets across multiple offices while maintaining a team-sized advisor structure.

Nicolas Suarez is a financial advisor at Evolve Private Wealth, LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at MJP Wealth Advisors, Zilo International Group, FactSet Research Systems, and Baxter Investment Management. Outside of finance, he has experience working with Cornell Fitness Centers and Norwalk Sailing School. Evolve Private Wealth, LLC provides wealth management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a fundamental, long-term investment approach with diversified portfolios and incorporates independent managers, alternative investments, and AI-supported research tools.

Neil Gagnon is a financial advisor at Gagnon Securities, LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gagnon Securities since 1999. Outside of his advisory role, he is the owner of an ice cream shop and serves as a trustee of the Gagnon Family Foundation, which makes charitable contributions to various organizations. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and affiliated pooled vehicles.

Daniel Duca is a CFP® professional with 13 years at Altfest Personal Wealth Management and a total of 4 years of industry experience. He is based in New York, NY. 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, financial planning, and ERISA fiduciary services, managing portfolios with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising private pooled investment vehicles.

Stephen Leit is a CFA® charterholder with 37 years of experience in the financial industry. He has been with Shufro, Rose & Co., LLC since 1989. The firm manages approximately $2.165 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities, offering discretionary and non-discretionary portfolio management along with fee-based financial planning. Shufro, Rose & Co. employs a long-term investment horizon and individualized portfolio management, utilizing equities, funds, fixed-income instruments, and selective alternative strategies aligned with client objectives.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Fahad Hasan is a CFA® and holds a Series 66 license with 18 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Voya Financial Advisors, and Montreux Group LLC, and has been with WealthEdge Investment Advisors since 2024. Outside of his advisory role, he is also an insurance agent serving legacy contacts. WealthEdge Investment Advisors is a team of six advisors managing approximately $472 million for about 290 clients, including individual, high-net-worth, retirement plan, and business accounts. The firm offers discretionary portfolio management with a focus on multi-model core-satellite and dynamic allocation strategies, supported by fundamental and technical analysis.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Steven Glass is a financial advisor with Shufro, Rose & Co., LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Shufro, Rose & Co. since 1988. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities. The firm provides discretionary and non-discretionary portfolio management and fee-based financial planning, employing a long-term investment horizon with individualized portfolio management and selective use of alternative strategies aligned with client objectives.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Jonathan Robohm is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2001. Robohm is a partner at Gagnon Administrative Services and co-manages the GIS Fund of Funds. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer and offers brokerage services for retirement and non-retirement accounts.

Sara Rosenberg is a financial advisor at Spartan Capital Private Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Mass Mutual Investors Services, and Worden Capital Management. Rosenberg is also co-associate director at Emotions Matter, a charitable organization supporting individuals affected by Borderline Personality Disorder, where she oversees strategic growth operations. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Daniel Bussiculo is a financial advisor at Masterworks Advisers, LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Masterworks Advisers provides investment advice to individual and high-net-worth investors focused exclusively on securitized art investments issued by Masterworks affiliates. The firm uses a rules-based investment process informed by art market research, internal appraisals, and an allocation model to recommend long-term art-related securities accessed via the Masterworks platform.

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

Lauren Blum is a financial advisor at Capital Counsel LLC with five years of industry experience. She works at Capital Counsel, a firm established in 1999 that currently includes six advisors. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental investment approach focused on selecting profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.