Gary Scarboro is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Spartan Capital Private Wealth Management since 2019 and has also worked with Spartan Capital Securities, LLC since 2011. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Deborah Paulhus is a financial advisor at Buckman Advisory Group LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked as a licensed realtor with Beachfront Realty since 2009 on a part-time basis. Buckman Advisory Group serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs a mix of fundamental, technical, and cyclical analysis and offers model-based asset allocation across various risk profiles.

Brian Visconti is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Securities. Visconti is a partner in Nehemiah Fund, LP, an incubator fund trading futures and forex using personal capital. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Anthony Demaio is a Certified Financial Planner® with 40 years of industry experience. He is currently with Jeffrey Matthews Wealth Management, LLC, where he has worked for 10 years. His prior experience includes roles at RBC Capital Markets and J. B. Hanauer & Co. He is also a licensed insurance producer affiliated with his firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a variety of portfolio management strategies and uses third-party research tools to support its recommendations, serving clients through both discretionary and non-discretionary account management.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

Jamie Cox is a financial advisor at New Horizons Wealth Management with one year of industry experience. He holds the Series 65 credential and has worked with firms including Begnaud Wealth Management Group of Janney Montgomery Scott and Tfs Securities Inc. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels, multi-generational families, and businesses. The firm employs a portfolio management approach grounded in modern portfolio theory, integrating active and passive funds with financial planning tailored to clients’ objectives and risk tolerances.

Matthew Zenz is a financial advisor with Hill Investment Group in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Dimensional Fund Advisors and Stone Ridge Securities LLC. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, managing most portfolios on a discretionary basis and utilizing model portfolios and third-party research.

Nicholas Bertha III is a financial advisor with Hampshire Family Office in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. His work history includes positions at Sanctuary Advisors LLC, Fieldpoint Private Securities, LLC, Credit Suisse Securities (USA) LLC, and Robertson Stephens, Inc. He is also president of Fieldpoint Private Trust, LLC, a trust company that delegates to other RIAs and investment advisers. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection primarily for high-net-worth families, trusts, and institutional clients. The firm utilizes both active and passive strategies, tailoring portfolios to client objectives and risk profiles, and offers commission-based brokerage services alongside its fee-based advisory business.

David Rauch is a financial advisor at Kelleher Financial Advisors, LLC in New York, NY, holding Series 65 and Series 63 licenses with 20 years of industry experience. He has been with Kelleher Financial Advisors since 2015 and previously worked at SAM Advisors, LLC and Smith Asset Management, Inc. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans, managing approximately $1.15 billion in assets across about 279 client relationships. The firm employs fundamental research to tailor long-term equity management, balanced portfolios, and value-oriented strategies, including options, to client objectives and risk tolerances.

Michael Letzter is a financial advisor at NerdWallet Wealth Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC and Rockefeller & Co. He also has experience teaching as part of the Financial Life Skills Program at the University of Wisconsin–Madison. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm implements primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Stephen Csenge is a Certified Financial Planner® at Seabridge Investment Advisors LLC with 39 years of industry experience. His prior roles include positions at ProVise, Kestra Investment Services, Lion Street Financial, and his own firm, Csenge Advisory Group. He serves as a volunteer board member for the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. Seabridge Investment Advisors manages portfolios for individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on global equity strategies and serves a diverse client base, including other investment advisers and international institutions.

Seth Hodes is a financial advisor at Able Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services, Inc. prior to joining Able Wealth Management in 2018. Able Wealth Management serves individual and high-net-worth clients, as well as pension and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses an IPS-based, diversified investment approach emphasizing ETFs and incorporates sub-advisors and third-party platforms to provide customized solutions.

Nina Spezzaferro is a CFP® professional with two years of industry experience, currently serving as an advisor at Chemistry Wealth Management LLC in New York, NY. Her prior experience includes roles at Ameriprise Financial Services, LLC and Rubenstein. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm that provides discretionary investment management and financial planning to individuals, families, and businesses. The firm utilizes a combination of fundamental and technical analysis with a primarily long-term investment approach, managing over $1.26 billion in client assets through a seven-advisor team.

Reynold Musell is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Jeffrey Matthews Wealth Management, he worked at RBC Capital Markets, LLC for 14 years. He has a 5% ownership interest in Mullen Farms LP, a family business in Iowa City, Iowa. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm manages approximately $127 million in assets across about 347 client relationships, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

Daniel Magier is a CFP® with nine years of industry experience, currently serving at Next Capital Management LLC since 2018. Prior to that, he worked at Fidelity Investments for five years. He holds the Series 66 designation and is 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 through private placement life insurance sub-advisory. The firm offers tailored asset allocation and monitoring, employing a range of investment strategies including mutual funds, ETFs, direct indexing, and tax-managed long/short approaches.

Samson Staff is a financial advisor at Diastole Wealth Management in New York, NY, holding a Series 65 credential with two years of industry experience. He has worked at Diastole Wealth Management since 2017, including a recent role starting in 2022, and has prior experience at NESS and Ollo. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm constructs customized portfolios using a range of instruments and offers both consulting and full management services, including managing a private pooled investment vehicle.

Alexandra Shepis is a CFP® professional at Francis Financial with five years of industry experience. She has been with Francis Financial since 2018, including the firm's current team structure since 2023. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment policy statements, comprehensive financial and divorce financial planning, and employs a mix of long- and short-term strategies with quarterly reviews.

Frank Geremia is a financial advisor with Geremia Financial Services, LLC in Edison, NJ, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory work, he owns a mortgage brokerage that introduces clients to lenders. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base including individuals, plans, trusts, and business entities. The firm manages approximately $132 million in discretionary assets and offers a proprietary wrap fee program that integrates portfolio management with brokerage services.

Kevin Smith is a financial advisor at AtCap Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aegis Capital Corp and National Asset Management. Smith serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students. AtCap Partners provides investment management and financial planning to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs proprietary strategies and a blend of analytical methods, including fundamental and technical analysis, to tailor client portfolios and incorporates alternative investments and market-timing techniques in its offerings.

Jaysen Bohrod is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Pegasus Asset Management Inc. since 2022 and previously was with Charles Schwab for five years. Pegasus Asset Management provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and allocates assets across equities, fixed income, mutual funds, and ETFs, employing model portfolios that range from Conservative to Growth, and utilizes options strategies primarily for income generation or hedging.