Moses Silver is a financial advisor with Kensington Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Kensington Capital Corp. since 1994 and joined Kensington Wealth Management in 2025. Outside of his advisory role, Silver is involved as a board member with Beis Menachem, attending monthly meetings. Kensington Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, businesses, and charitable organizations, tailoring portfolios based on client risk profiles and utilizing both technical and fundamental analysis.

Bernard Schonfeld is a financial advisor at Schonfeld Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Park Avenue Securities and Guardian Life Insurance Co. Bernard serves on the advisory board of Yeshiva & Beth Hamedrash Shaarei Yosher and is involved in local community financial oversight projects. Schonfeld Wealth Management offers discretionary asset management, financial planning, and retirement plan consulting primarily to businesses and institutional clients. The firm utilizes diversified investment allocations and third-party platforms like Betterment Advisor Solutions and AssetMark to provide customized portfolio solutions and retirement plan services.

Miguel Rios Amurrio is a CFP® professional with four years of industry experience, currently serving as an advisor at TQM Wealth Partners. Prior to joining TQM Wealth Partners in 2020, he worked at Chipotle Services, LLC and Groupo Mercantil, Santa Cruz S.A. His credentials include the Series 65 license. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis and offers both financial planning and investment management services.

Michael Powsner is a CFP® and PFS™ with 12 years of industry experience. He has worked at Upstart Wealth Management, LLC since 2014 and was previously associated with Michael Powsner CPA d/b/a Powsner & Thomas CPA's and Michael Powsner, CPA. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and various implementation vehicles, including separately managed accounts and derivatives, and manages approximately $294 million across about 89 clients.

Dwight Fulton Jr. is a financial advisor at Aimcdonnaugh & Co. Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including McDonnaugh Securities LLC and Global 1 Group Incorporated. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management services. The firm emphasizes long-term allocation across stocks, bonds, and mutual funds and offers both discretionary and non-discretionary management.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Daniel Joyce is a financial advisor at WestPark Capital, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SCF Investment Advisors, INC., SCF Securities, Inc., and LPL Financial. In addition to his advisory role, he occasionally places fixed life and health insurance products for clients. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often utilizes third-party money managers to implement investment strategies aligned with client objectives and conducts annual account reviews.

Liam Hibbits is a financial advisor at WealthEdge Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has been with WealthEdge since 2022. Prior to his advisory role, he spent five years at Virginia Commonwealth University and one year at Salisbury School. WealthEdge serves individual and high-net-worth clients, retirement plans, and businesses, offering discretionary portfolio management and a variety of model-portfolio services. The firm employs multi-model core-satellite and dynamic allocation strategies, managing about $472 million across 290 clients through bespoke and model portfolios.

Andrew Hart is a financial advisor at Next Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Next Capital since 2016. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including serving as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and ongoing monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments such as direct indexing and tax-managed long/short strategies.

Pranay Dureja is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Nasdaq, Merrill, and Bank of America. Outside of finance, he is a co-founder and partner of Studio Suzuki, a small record label promoting and distributing local musical artists. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

Sungsoo Yang is a CFA® charterholder with 20 years of industry experience. He has been with Empirical Research Partners LLC since 2003. The firm provides data-driven subscription research and on-request investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. Empirical Research Partners employs proprietary quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making without managing client assets or serving individual investors.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Robert Manschot is a financial advisor with Commons Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Commons Capital Advisors, LLC since 2016. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates with wealth management, portfolio management, and financial planning services. The firm employs a long-term investment process grounded in Modern Portfolio Theory combined with quantitative, fundamental, and technical analysis, supported by a structured risk management discipline.

Laurence Greenwald is a financial advisor with BlackDiamond Wealth Management, LLC, holding the ChFC® and Series 63 credentials and bringing 38 years of industry experience. He has worked at BlackDiamond Wealth Management and Purshe Kaplan Sterling Investments since 2018, and previously spent nine years with Massmutual Life Insurance Company. In addition to his advisory role, he is a licensed notary public. BlackDiamond Wealth Management 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 long-term, diversified investment management and financial planning tailored to client objectives and risk tolerance.

Kimberly Ruscigno is a Series 65-credentialed financial advisor with eight years of industry experience. She has been with Financial Decisions, LLC since 2018 and previously worked at Financial Decisions from 2015 to 2018. Financial Decisions, LLC provides discretionary and non-discretionary investment advisory services along with financial planning and consulting to individuals, high-net-worth clients, retirement plans, corporations, business entities, and charitable organizations. The firm emphasizes documented client objectives and ongoing portfolio management, operating across five offices with a small team managing approximately $321 million in assets.

Justin Berrie is a financial advisor at Capital Counsel LLC 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, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental investment strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Lorenzo Lorenzotti is a financial advisor at Papamarkou Wellner Perkin Advisors with 17 years of industry experience. He holds the Series 63 designation and has worked at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. since 2011. Lorenzotti serves on the board of directors of Auguri Corporation, a position he has held since 2004 without remuneration. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets and provides discretionary investment management and consulting services to high-net-worth individuals, family offices, endowments, foundations, pensions, and other entities. The firm employs proprietary analytical modeling and a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring across various strategies.

Tassos Recachinas is a CFA® charterholder with 12 years of industry experience, currently serving at Sophis Investments LLC since 2008. He is also a licensed real estate salesperson in Connecticut and is involved as an officer in several early-stage privately held companies, in addition to managing a strategic advisory and consulting firm and a special purpose holding company. Sophis Investments is a small team advisory firm serving a limited number of clients, including individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity strategy focused on long-term holdings and uses performance-based fees for qualified clients.

Ryan Hughes is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Goldman Sachs for nine years and at Graham & Walker for one year. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm operates with multiple affiliated entities and serves a diverse client base, managing accounts primarily on a non-discretionary basis.

Michael Coleman is a CFP® with eight years of industry experience, currently serving as an advisor at Retirable since 2020. His prior roles include positions at Equity Multiple, Betterment, and Merrill. Retirable primarily serves individuals who are retired or approaching retirement, along with trusts and retirement accounts, offering financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, model portfolio options, and regular portfolio reviews under a fiduciary standard.