Ian Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clear Harbor since 2009. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, managing approximately $1.743 billion in assets across 19 advisors.

Justin Singer is a financial advisor at Tortoise Investment Management, LLC with 15 years of experience. He has been with Tortoise since 2011. Tortoise provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm offers comprehensive financial advice beyond investments, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Greenwich Advisors, he worked at Chrysaetos Capital Advisors, LLC for seven years. Outside of his advisory role, he manages two non-investment businesses: Pavonia Technology, Inc., which provides technology and recruitment consulting, and Ayerport, LLC, offering educational and coaching consultation services. Greenwich Advisors, LLC is an SEC-registered investment adviser that manages approximately $293 million for about 72 clients across five offices. The firm serves individuals, including high-net-worth clients, and some businesses, offering customized portfolio management and financial planning with a generally applied $1,000,000 account minimum. Their investment approach includes a broad range of strategies and instruments, often under granted trading discretion, to meet client objectives and risk tolerances.

Laura Asker is a financial advisor at Empirical Research Partners LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Empirical Research Partners for a total of 18 years, with a five-year hiatus. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors such as money managers, hedge funds, insurance companies, and broker-dealers. The firm focuses on quantitative models combining macroeconomic and statistical analysis to support professional investors’ independent decision-making rather than managing assets or executing trades.

Howard Duncan is a financial advisor at Avity Investment Management Inc. with 26 years of industry experience. He has worked at Avity Investment Management since 2000. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, high-quality liquid securities, and active fixed-income management, overseeing approximately $1.86 billion in client assets.

Ladyanne Castellanos is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has worked at Ameraudi Asset Management, Inc. since 2024 and previously held positions at Morgan Stanley Smith Barney LLC and Wells Fargo Advisors. Ameraudi Asset Management provides portfolio management and asset-allocation services primarily to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and combining fundamental, technical, and macroeconomic analysis within both discretionary and non-discretionary programs. The firm operates as a wholly owned subsidiary of Interaudi Bank, serving a diverse client base including many non-U.S. investors.

Matthew Healey is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Signature Securities Group Corp. and Cronin and Cronin PLLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse clientele including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and employs a multi-manager approach utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Kenneth Gutwillig is a financial advisor at Financial Decisions, LLC with 23 years of industry experience. He holds a Series 63 designation and has worked at Financial Decisions since 2016, with prior roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent. He is also involved in insurance sales and services, including life, accident, health, disability, and long-term care insurance. Financial Decisions serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations by providing portfolio management, financial planning, and consulting. The firm employs a diversified investment approach with a mix of bonds, equities, independent managers, and variable annuity management, operating from multiple offices despite a small advisory team.

Yasmeen Mock is a financial advisor at Kimelman & Baird, LLC with 21 years of industry experience. She holds the Series 66 designation and has been with the firm in various capacities since 2002. Outside of her advisory role, she serves on the finance committee of Lifeway Network, providing financial oversight. Kimelman & Baird offers discretionary portfolio management to individuals, families, trusts, charitable and institutional investors, including retirement-plan clients, primarily through separately managed accounts. The firm combines fundamental and technical analysis with both long- and short-term trading strategies tailored to client objectives.

Amelia Weir is a financial advisor at Paradigm Capital Management, Inc. with 25 years of industry experience. She has worked at Paradigm Capital Management since 2008 and has been associated with C.L. King & Associates since 2001. She holds the Series 63 designation. Paradigm Capital Management, Inc. is a registered investment adviser managing discretionary assets primarily for pooled investment vehicles and institutional clients, including pension plans, foundations, corporations, and high-net-worth individuals. The firm employs a fundamental, bottom-up research approach with six principal strategies across separate accounts and commingled vehicles, overseeing approximately $2.2 billion in discretionary assets.

Dennis Lee is a financial advisor at Wilmington Capital Securities, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at both Wilmington Capital Securities and Trident Partners Ltd., where he currently supervises the municipal bond trading activity. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy using a range of securities and analysis methods, offering both discretionary and non-discretionary advisory services.

James Elliot is a CFA® charterholder with 28 years of experience in the financial industry. He has been with ELCO Management Company, LLC in New York, NY, since 1995. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and as adviser and general partner to a private pooled vehicle. The firm combines fundamental and technical analysis across multiple strategies and employs options, short selling, and leverage where appropriate.

Matthew Delorenzo is a financial advisor with United Asset Strategies Inc., holding a Series 63 designation and four years of industry experience. He has been with United Asset Strategies since 2008. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with diversified, tailored portfolios that include active fixed-income management and options strategies.

Brendan Mcewan is a CFP® professional with nine years of industry experience, currently serving as an advisor at RZH Advisors LLC. He previously worked at LourdMurray and UCLA from 2016 to 2021, with a one-year break for traveling. RZH Advisors provides wealth management services, including financial planning and discretionary investment management, to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships using diversified allocations with mutual funds, ETFs, independent sub-advisers, and selectively, private and interval funds.

Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at LPL Financial LLC and INVEST Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.

Thomas Carhart is a financial advisor with South Street Advisors, LLC in New York, NY, holding four years of industry experience. He has been with South Street Advisors since 1998. Outside of his advisory role, Mr. Carhart serves as vice president of Baronne Services, a management company for family-owned oil and gas partnerships, and is a director of two not-for-profit organizations: Arts for Art in New York and Prevent Child Abuse America in Chicago. South Street Advisors provides discretionary investment management primarily to high-net-worth individuals and institutional clients, including U.S. non-profit endowments and private foundations. The firm employs a systematic, research-driven investment process with a focus on asset allocation and quantitative screening, managing roughly $825 million across U.S. equity, balanced, and fixed-income strategies.

Michael Kettner is a financial advisor at Avestar Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Services, Inc. and Coastline Wealth Management. He is also the owner of MCK Wealth Management, a personal non-investment business entity. Avestar Capital is an SEC-registered investment adviser managing approximately $2.06 billion for individuals, high-net-worth clients, private funds, charities, and corporations. The firm offers financial planning and portfolio management through proprietary ETF strategies and third-party models, combining passive and active management with options and derivatives, while serving both U.S. and non-U.S. clients and acting as an investment manager for proprietary funds and private investment vehicles.

Gabriel Rabinovici is a financial advisor at Stratton Capital Investment Advisory LLC with a Series 65 designation. He has been with Stratton Capital in various capacities since 2015 and currently works at the firm's New York office. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets across six advisors, serving individuals, high-net-worth clients, trusts, and estates both in the U.S. and primarily internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual stocks, bonds, or options, employing fundamental analysis with a long-term investment orientation.

Lawrence May is a CFP® with over 50 years of experience in financial advisory services. He is a managing member of Strategic Advisors, LLC, doing business as Strategic Wealth Management Group, where he has worked since 1999. He also serves as president of May Financial Group, Ltd., a financial planning and insurance products firm established in 1979. His prior experience includes a long tenure at Gerson Horowitz Green Securities Corp. Strategic Wealth Management Group provides investment advisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored portfolio management through various strategies and investment vehicles, including proprietary ETF portfolios, and provides retirement-plan and standalone financial consulting.