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.

Douglas Augenthaler is a CFP® and CFA® with four years of industry experience. He has been with Palumbo Wealth Management LLC since 2020 and previously worked for Highbrace Advisors LLC from 2013 to 2020. Augenthaler holds a Series 63 license and is based in Great Neck, NY. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term, discretionary investment approach using a range of assets and occasionally independent managers, operating as a fiduciary with a team-based advisory structure.

Steven Glass is a financial advisor at Shufro, Rose & Co., LLC in New York, NY, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shufro, Rose & Co. since 1988. Prior to his current role, he was associated with Wealth Enhancement Group and Wealth Enhancement Advisory Services starting in 2026. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.

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 in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior work includes roles at Bank of America, Merrill, Mass Mutual Investors Services, and Worden Capital Management. Rosenberg serves as Co-Associate Director for Emotions Matter, a charitable organization supporting individuals affected by Borderline Personality Disorder, where she is involved in strategic growth operations and fundraising. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals and business entities, focusing on portfolio management, third-party manager selection, and ongoing consultation. The firm tailors guidance to clients’ objectives and risk tolerance, primarily managing assets on a non-discretionary basis with reliance on third-party managers and model portfolios.

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.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds a salaried administrative position at Spire Securities, LLC. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across publicly traded securities, mutual funds, ETFs, and, when suitable, privately held or illiquid alternative investments. The firm’s investment process involves client participation in setting objectives and ongoing portfolio monitoring, and it is notable for its active management and sponsorship of pooled investment vehicles 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.

Feifei Xing is a CFP® professional with five years of experience at Altfest Personal Wealth Management in New York, NY. Her prior experience includes roles at OPMI Business School and Whitewood Group Inc (now MM Global Securities, Inc). Xing has worked exclusively with Altfest since 2018. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis with an investment committee overseeing portfolio management.

Caylea Schmitz Gursoy is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 designation and over seven years of experience in the industry. She has worked at Ameraudi Asset Management since 2018 and previously spent four years at Raymond James Financial Services / Interaudi Bank. Gursoy also serves as a compliance officer within Ameraudi’s affiliated entities. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts. The firm utilizes a macro, asset-allocation approach with diversified exposure mainly through index ETFs and offers both discretionary and non-discretionary portfolios.

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 with Magnus Financial Group LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Triogem Asset Management and currently also operates Seymour Asset Management LLC. Seymour serves as a board member of Cheech and Chong Global, a consumer products company, where he advises on industry matters. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets, tailoring portfolios to client risk profiles through diversified, long-term allocations and offering proprietary quantitative strategies as well as unique operational features such as the Pontera platform for held-away account management.

David Astorr is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wilmington Capital Securities since 2015. Astorr is the owner and sole proprietor of an investment-related business operating under daveastorr.com. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy to manage risk and enhance performance, utilizing a range of securities and analyses while maintaining client accounts with third-party custodians.

Michael Laderer is a financial advisor with Henley & Company Wealth Management LLC in Uniondale, NY, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Henley & Company Wealth Management since 2007 and has been affiliated with Henley & Company LLC since 2004. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm builds tailored portfolios based on client risk profiles, employing various analytical approaches and conducting ongoing monitoring and rebalancing.

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.

Evan Joyce is a Series 65-registered financial advisor with Connective Wealth Partners, LLC in Jersey City, NJ. He joined the firm in 2026 and has prior experience across several industries, including media and service roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment approach with a long-term orientation, constructing portfolios from a range of asset types and overseeing third-party managers when appropriate.

Michael Finnan is a financial advisor with First American Asset Advisory, LLC in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Wilshire Securities, Inc. since 1997. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios and delivers both discretionary and non-discretionary services, including participation in a wrap-fee program.

Jack La Piana is an advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Quent Capital, he worked at Baker Tilly and The Wolf Group and has academic and work experience spanning from full-time student status to various roles in the private sector. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a long/short, small-cap oriented investment approach focused on thematic innovation and utilizes hedging and derivatives strategies.