Daniel Sterling is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at NerdWallet Wealth Partners, LLC and previously worked at Future You Wealth, LLC and Capital Guardian Trust Company. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm utilizes passive, asset-class-based portfolios with index mutual funds and ETFs, combined with fundamental analysis and tailored investment policy statements, while providing financial planning through ongoing monitoring and annual reviews.

Robert Biesiada is a CFP® professional with two years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. 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.

Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Rockaway, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Aurora Private Wealth and Comprehensive Asset Management and Servicing, Inc. since 2017, and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of finance, he is involved in music production on a limited basis. Aurora Private Wealth, Inc. provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and utilizes a network of supervised advisers who tailor strategies including asset allocation, mutual fund and ETF selection, and third-party manager allocation.

Jessica Vingiello is a financial advisor at Gagnon Securities, LLC in New York, NY, holding Series 63 and Series 65 designations with five years of industry experience. She has been with Gagnon Securities since 2020. 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 investment approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles and partner funds.

John Preston is a financial advisor at WealthEdge Investment Advisors LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Watts Capital Partners LLC and Beech Hill Advisors, Inc. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team and employs asset allocation alongside fundamental and technical analysis to guide investment decisions.

James Lombardo is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory work, he serves as CEO of a real estate company. AtCap Partners, LLC provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.

Andrew Laskaris is a CFP® and CFA® with four years of industry experience. He has worked at Altfest Personal Wealth Management since 2018, including a prior role at Willis Towers Watson. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning with an individualized approach, and is notable for its active role as a private fund adviser and sponsor of multiple pooled investment vehicles.

William Ullman is a financial advisor at Connective Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Water Street Advisors LLC, Berkshire Global Advisors LP, and Right Wall Capital Management LLC. He serves as a board member of Alpha Modus Corp., a data-driven technology company. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis and internal due diligence with a long-term orientation, using ETFs, individual equities, bonds, and alternative investments to construct client portfolios.

Cheung Chan is a financial advisor at Chemistry Wealth Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2021. Outside of advisory work, he is involved in real estate development and management through his role as treasurer and member of 3818 Management LLC. Chemistry Wealth Management is a team-based firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, using a combination of ETFs, mutual funds, stocks, bonds, and options with a focus on long-term investing and portfolio customization.

Richard Tolway is a CFP® and Series 65-licensed advisor with Lumiere Financial, where he has worked since 2022. He has three years of industry experience, including prior roles at Sagepoint Financial and EBNY Financial. Outside of his advisory work, he operates a handyman business serving the NYC metro area. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships with a seven-advisor team, providing portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerance.

Nicholas Lailas is a Series 66-registered financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, and has two years of industry experience. His prior roles include positions at Ameriprise Financial Services and US Health Advisors. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, using a technology-assisted model that delivers generally framed written recommendations for clients to implement at their discretion.

Andrew Mc Kay is a financial advisor with Cross Border Wealth, LLC, holding Series 63 and Series 66 designations and over 21 years of industry experience. His prior roles include positions at Edward Jones, Royal Alliance Associates, Inc., and LPL Financial LLC. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting focused on cross-border retirement and pension issues.

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Arete Wealth Advisors, Arete Wealth Management, and Yelp. Outside of his advisory role, he is also a Platform Associate at Masterworks, LLC, where he performs administrative functions related to 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 focuses on art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside discretionary Art Investment Plans and limited secondary-market opportunities.

Mark Magnusen is a financial advisor at RMR Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Moors Cabot Inc, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones Investments. Outside of his advisory work, Magnusen serves on several nonprofit boards, including the Norwalk Junior Soccer Association and the Norwalk Senior Center, and is involved with adult education at the First Presbyterian Church of New Canaan. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm utilizes multiple managed account programs and third-party platforms to tailor investment strategies based on clients’ goals, time horizon, and risk tolerance.

Patrick Gorman is a financial advisor at Herold Advisors, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bernard Herold & Co., Inc. for 34 years. Outside of his advisory role, he is the president and owner of GF Consultants of NY, an accounting and tax business, and co-author of the book *Ghost of the Nightingale*. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with additional investments in foreign equities and fixed income securities.

Chase Wickenheiser is a financial advisor at Magnus Financial Group LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services, Modus Park Associates, Mass Mutual Life Insurance Company, IHS Markit, and Ipreo, LLC. Outside of advisory work, he is involved in life and health insurance activities. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with long-term, diversified asset allocation across various investment vehicles.

Jeffrey Golden is a CFP® with four years of industry experience, affiliated with Circle Advisers Inc in New York, NY. He has been with Circle Advisers since 2002. Outside of his advisory role, he is also licensed as an insurance agent. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients by providing non-discretionary investment advisory services, financial planning, and consulting. The firm manages assets through fundamental analysis and a variety of investment strategies, including options, while operating multiple offices with a team-sized advisory model.

Drew Collins is a CFA® charterholder with six years of industry experience. He has worked at Magnus Financial Group LLC since 2022 and previously spent eleven years at Greenwich Investment Management, Inc. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in regulatory assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified asset allocation.

Enri Dama is a financial advisor at WealthEdge Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TSA Portfolio Management, Inc. and Halliday Financial, LLC since 2017, as well as Forefront Capital Markets, LLC from 2013 to 2017. Outside of his advisory roles, he provides consulting services through Ed Hammer LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering custom portfolios and a variety of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Stephen Burke is a financial advisor with ARS Investment Partners, LLC, based in New York, NY. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining ARS Investment Partners in 2016, he worked at AR Schmiedler & Co., Inc. from 2007 to 2016. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients, including separately managed accounts and pooled investment vehicles. The firm employs a team-based investment committee that follows a structured four-step process and offers financial planning and educational seminars at no additional charge.