Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

Lisa Ferrante is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2001. Additionally, she provides compliance support through Gagnon Administrative Services and serves as a partner in related investment entities. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Brendan Blaney is a financial advisor at Tortoise Investment Management, LLC with 15 years at the firm and four years of industry experience. He is based in New York, NY. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as retirement and estate planning when requested by clients.

Louiza Ferrara is a CFA® charterholder with six years of experience in the financial advisory industry. She has been with Transatlantique Private Wealth LLC since 2020, following nine years at Fourpoints Asset Management, Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process is suitability-driven and incorporates macroeconomic and thematic research from affiliated European teams, combining fundamental and technical analysis to manage portfolios.

Timothy Mc Clatchy is a financial advisor at Seeds with a Series 65 credential and three years of industry experience. His prior roles include positions at myCIO Wealth Partners, LLC and JP Morgan Chase & Co. He has also been involved with several other firms and organizations early in his career. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term, tax-aware portfolios incorporating ESG metrics and proprietary model construction.

David Haddad is a financial advisor at IDB Lido Wealth, LLC with a Series 65 license and four years of industry experience. He has worked with Lido Advisors, LLC and as a self-employed advisor prior to joining IDB Lido Wealth. Haddad provides investment advisory services under a joint venture arrangement between Lido Advisors and IDB Lido Wealth. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm offers investment management, financial planning, family office, retirement, and estate planning services to individuals, family offices, pensions, trusts, charitable organizations, corporations, and insurance companies, using a multi-asset integrated wealth-management approach that includes discretionary and non-discretionary strategies.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company, Incorporated. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios using a range of investment vehicles and emphasizes tax sensitivity, periodic rebalancing, and customized risk-based allocations.

Willis Taylor is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2005. Outside of his advisory role, Taylor is the managing member of Old Growth Partners, a long/short equity hedge fund, and co-managing member of Darwin Partners LP, another long/short equity hedge fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation, combining company meetings, site visits, and industry research.

Alfonso Guerriero III is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Sebak and Monner and Foresters Financial Services, among others. Guerriero also serves as a notary public and performs administrative duties for the partners of Fortis Agency. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination across various asset classes, combining fundamental and technical analysis with strategic asset allocation and institutional manager due diligence.

Leo Marzen is a financial advisor at Bridgewater Advisors Inc. with 19 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Bridgewater Advisors since 1993. Bridgewater Advisors Inc. manages approximately $2.14 billion for around 540 clients through a multi-advisor team, offering discretionary portfolio management, financial planning, consulting, and optional tax-preparation services. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes and provides oversight of private investment funds and other investment-company interests.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Anthony Vivona is a financial advisor at Beech Hill Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at JDX Consulting and Tulane University. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis methods and manages approximately $358.6 million in client assets.

Jeffrey Dziegielewski is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He has worked at The Northstar Group, Inc. and Royal Alliance since 2017, and previously at Monticello Consulting Group from 2012 to 2017. In addition to his advisory role, he is also licensed as an insurance agent. The Northstar Group, Inc. is a five-advisor team managing discretionary portfolios and providing financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment, supports investment decisions with extensive research, and typically operates under discretionary authority.

Ankur Patel is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest, Inc. since 2019. Prior to joining Ellevest, he worked at Lenox Wealth Advisors and MML Investors Services, including MassMutual Life Insurance Co / Lenox Advisors. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2004. The firm provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. Shufro, Rose & Co. emphasizes individualized, long-term portfolio management using a range of investment vehicles, managing approximately $2.46 billion in assets across its 12-advisor team.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. in New York, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at Infor and B&H. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with pre-vetted registered investment advisers through its Advisor Network. The firm also offers a Wealth Platform providing reporting, administrative, sub-advisory, and wrap-fee services to RIAs, without managing client assets directly or charging users for referrals.

Sami Boghos is a financial advisor at Retirable with four years of industry experience. He holds a Series 65 designation and has previously worked at Policygenius and Greenwich Strategy. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans, implementing diversified ETF portfolios primarily through the Altruist platform.

Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.

David Katz is a CFA® charterholder based in White Plains, NY, with five years of industry experience. He has been with Matrix Asset Advisors Inc since 1986, a firm where he works as part of a team of five advisors. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion across individual and institutional clients. The firm employs a combination of systematic quantitative screening and fundamental research to build concentrated, risk-controlled portfolios and offers large-cap value, dividend-income equity strategies with ESG overlays, high-quality fixed income, and wealth management services.