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.

William Patterson is a Series 65 licensed financial advisor with Neville, Rodie & Shaw Inc, based in New York, NY. He has four years of industry experience and has previously worked at GSB Wealth Management, LLC, Lebenthal Asset Management LLC, and Lebenthal Wealth Advisors LLC. Patterson has been with Neville, Rodie & Shaw since 2021. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management to individuals, trusts, foundations, endowments, charitable organizations, and qualified retirement plans. The firm manages long-only, separately managed accounts using fundamental, company-level analysis and a long-term, buy-and-hold strategy to create diversified, balanced portfolios.

Shweta Lawande is a Certified Financial Planner (CFP®) with four years of industry experience. She has been with Francis Financial since 2016 and works as part of a seven-advisor team based in New York, NY. Prior to her advisory role, she was affiliated with New York University from 2012 to 2016. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, comprehensive financial planning, and specialized divorce financial planning, utilizing both discretionary and non-discretionary account management with a focus on asset allocation and mutual fund/ETF analysis.

Henry Mccormack is a financial advisor at Laidlaw Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Laidlaw & Co (UK) Ltd since 2009. Outside of his advisory role, he coaches soccer for the Paramus Spartans SC and teaches chess at the GM Valery Filippov Chess Academy. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation with no-load or institutional mutual funds, ETFs, structured products, and fixed-income securities, and employs methods including Modern Portfolio Theory and both fundamental and technical analysis.

John Levin is a financial advisor with Levin Capital Strategies, L.P. in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at affiliated entities including LCS Securities, LLC and LCS, LLC since 2006, and has served as managing general partner and chairman of several related investment management firms. Levin also chairs a tax-preparation subsidiary associated with his firm. Levin Capital Strategies, L.P. provides discretionary portfolio management and advisory services to individual and institutional clients, managing assets through long-only large-cap equity portfolios and a private investment fund. The firm employs a bottom-up, value-oriented investment process for separately managed accounts and operates a short/long alternative strategy in its private fund, which utilizes derivatives, leverage, and participates in IPOs and secondary offerings.

Bradley Small is a financial advisor at Point Windward Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beech Hill Securities, Inc. since 2020. Outside of finance, he is involved in a music publishing business, composing and licensing music for television and radio. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm uses a combination of fundamental, quantitative, and technical analysis, including strategies such as short sales and option writing, with portfolio management generally conducted on a discretionary basis.

Joshua Taylor is a financial advisor at Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Arete Wealth Advisors, Arete Wealth Management, AXA Advisors, Wheaton Trading, and Miller Zeiderman and Weiderkher. Outside of his advisory role, Taylor is a Platform Associate at Masterworks, LLC, where he performs administrative functions for an alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm specializes in art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside optional discretionary Art Investment Plans and pilot secondary-market programs.

Kevin Leahy is a financial advisor with Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Herold & Lantern Investments, Inc., Bernard Herold & Co., Inc., and Locust Advisory LLC, where he serves as chairman providing consulting services in strategic planning and business process reengineering. Outside of finance, he is also involved in the arts as an artist with MSL Galleries, LLC. 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 computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with occasional foreign equities and fixed income securities.

Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Revere Securities LLC and High Point. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individual and institutional clients, managing approximately $68 million in assets. The firm focuses on equities, fixed income, ETFs, mutual funds, and select equity derivatives, employing fundamental, technical, and macro analysis alongside tailored portfolio strategies.

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Alexander Cripps is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. His prior experience includes work at H.G. Wellington & Co Inc since 2005. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across roughly 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

William Prendergast is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding a Series 65 designation with 20 years of industry experience. He has been with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with individualized, primarily discretionary supervision using a combination of fundamental, technical, and cyclical analysis alongside long- and short-term strategies.

Isabella Mc Closkey is a financial advisor with NerdWallet Wealth Partners, LLC and holds a Series 66 designation. She has recent experience working at Equitable Advisors, LLC and Nexus Ligas, with a background including her education at the University of Michigan. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning services, typically using passive, asset-class-based portfolios supported by fundamental analysis and tailored investment policy statements.

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams.

Chris Heintz is a financial advisor at Perennial with 10 years of industry experience. He holds a Series 65 designation and has worked at Perennial Advisors LLC since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, providing wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and the use of derivatives and borrowing within separately managed accounts.

Michael George is a financial advisor at Watts Capital Partners LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Watts Capital Partners since 2016, following nine years at Global Arena Capital Corp. He serves as a co-trustee on a trust account alongside Chase Bank, a role he has held since 1984. Watts Capital Partners provides financial planning, wealth management, and investment management services to individuals, families, business owners, and institutional clients. The firm employs a core long-term investment approach supplemented by proprietary strategies and offers specialized services including business succession and cross-border tax planning.

Michael Fishman is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 designation and nine years of industry experience. He previously worked at Goldman Sachs from 2016 to 2025 and has been with NerdWallet Wealth Partners since 2025. Michael also took a year for extended travel in 2025. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm uses passive, asset-class-based portfolios with index funds and ETFs, supported by fundamental analysis and tailored investment policy statements, and offers financial planning services at multiple levels with ongoing monitoring and annual reviews.

Jason Mahabirsingh is a financial advisor at Momentum Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Credit Suisse Securities (Canada) Inc. and Credit Suisse First Boston, where he worked for a combined 19 years before becoming self-employed from 2018 to 2022. Momentum Advisors serves individual and organizational clients such as families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, investment management, and consulting services. The firm builds customized portfolios based on clients’ risk profiles and time horizons, using both discretionary and non-discretionary management approaches alongside third-party managers and subadvisers.

Christine Lucero is a CFP® professional with four years of experience at Satovsky Asset Management LLC in New York, NY. She has been with the firm since 2013, which operates as a team of five advisors. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in regulatory assets and emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for alternative investments when appropriate.

Karen Altfest is a CFP® professional with 13 years of industry experience. She has been with Altfest Personal Wealth Management since 2009. Altfest Personal Wealth Management serves individual clients across wealth levels, 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 combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.