Thomas Arch is a financial advisor at Arch Global Advisors, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Masterworks, and Prudential Financial Planning Services. He has a background that includes work in educational and club settings before entering the financial services industry. Arch Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and derivative strategies as appropriate.

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.

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.

Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arete Wealth Management, Arete Wealth Advisors, SDDco Brokerage Advisors, and other firms. In addition to his advisory role, he serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform focused on securitized art. Masterworks Advisers specializes in providing investment advice exclusively on securitized art investments issued by Masterworks affiliates. The firm offers point-in-time and ongoing non-discretionary advisory programs, using a rules-based investment process supported by art market research, internal and third-party appraisals, and allocation models.

Adenikke Soremekun is a financial advisor with Chemistry Wealth Management LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Chemistry Wealth Management in different capacities and a position at Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a generally long-term investment focus and manages over $1.26 billion in client assets through a team of seven advisors.

Stephen Portas is a financial advisor with Wellington Shields & Co., LLC in New York, NY. He holds a Series 63 designation and has 31 years of industry experience. He has been with Wellington Shields since 2011. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

Sheila Scott is a financial advisor at Neville, Rodie & Shaw Inc with 6 years of industry experience. She holds the Series 65 designation and has been with Neville Rodie & Shaw since 2015. Outside of her advisory work, she serves as a board member of 51 Fifth Avenue Owners Corp, where she has been involved in managing building-related matters for over two decades. Neville, Rodie & Shaw Inc provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm focuses on fundamental equity analysis, long-term holdings, and balanced portfolios tailored to client objectives, with investment decisions reviewed weekly by an internal committee.

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Blue Square Asset Management since 2018 and previously held positions at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, and sub-advisory services. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified strategies across traditional and digital assets.

Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.

Rebecca Brown is a CFP® professional with 23 years of industry experience, currently serving at Visionary Horizons, LLC. She has previously worked with firms including Hawkwind Wealth Advisory, Third Eye Associates, and Commonwealth Financial Network. Outside of advisory roles, she serves as the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit organization advocating for tobacco-free finance policies. Visionary Horizons, LLC is a team-based firm providing investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and offers tailored strategies that include equities, fixed income, ETFs, mutual funds, options, and selective alternatives, with ongoing monitoring and client notifications.

Paul Hoerrner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Magnus Financial Group LLC since 2018. He previously worked at Northwestern Mutual Investment Services, LLC for 11 years. Hoerrner is also an independent insurance agent, dedicating approximately 20 hours per month to that activity. 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 diversified asset allocation and emphasizes periodic client reporting supported by custodial and third-party research.