Devang Patel is a CFP® professional with 23 years of industry experience, currently serving at Virtus Wealth Solutions since 2020. His prior experience includes roles at Commonwealth Financial Network, MML Investors Services, and MSI Financial Services. Outside of financial advising, he is a general partner in a film production venture, Chyna Project Partners. Virtus Wealth Solutions provides financial planning, asset management, and consulting services to individual, high-net-worth, and institutional clients. The firm employs multiple investment approaches and manages over $500 million in discretionary assets across a diverse client base.

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.

Daniel Duca is a CFP® professional with 13 years at Altfest Personal Wealth Management and a total of 4 years of industry experience. He is based in New York, NY. 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, financial planning, and ERISA fiduciary services, managing portfolios with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising private pooled investment vehicles.

Stephen Leit is a CFA® charterholder with 37 years of industry experience. He has been with Shufro, Rose & Co., LLC since 1989 and joined Cerity Partners LLC in 2026. Shufro, Rose & Co., founded in 1938, 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.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

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.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

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 with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Mass Mutual Investors Services, and Worden Capital Management. Rosenberg is also co-associate director at Emotions Matter, a charitable organization supporting individuals affected by Borderline Personality Disorder, where she oversees strategic growth operations. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

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.

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, 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 industry experience currently working at Altfest Personal Wealth Management in New York, NY. Her career includes continuous roles at Altfest since 2018 and prior experience at OPMI Business School and Whitewood Group Inc. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm employs a range of analytical techniques and offers discretionary portfolio management and fiduciary services, including education and customized financial planning.

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 at Magnus Financial Group LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Magnus since 2025, also maintaining his own firm, Seymour Asset Management LLC, since 2017. He serves as a board member of Cheech and Chong Global, a consumer products company, where he advises on industry matters. Magnus Financial Group provides personalized financial planning and investment advisory services to individuals and entities, including family offices, trusts, and retirement plan sponsors. The firm manages approximately $2.33 billion in assets, offering diversified portfolio management, proprietary quantitative strategies, and unique operational capabilities such as the use of the Pontera platform for held-away account oversight.

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.