Debra Noble is a CFP®-designated financial advisor at Blackdiamond Wealth Management, LLC with 18 years of industry experience. She has worked at Blackdiamond since 2020 and previously spent five years at UBS Financial Services. Noble is also a licensed insurance agent involved in the sale of commissionable insurance products. Blackdiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and ERISA retirement plan advisory services through a long-term, diversified investment approach.

Jean Riordan is a CFP® with 35 years of experience in the financial services industry. She has worked with several firms, including LPL Financial, Vision Retirement, and National Planning Corporation, and currently serves at Next Level Private LLC as part of a 14-advisor team. Riordan is also a licensed insurance agent, conducting insurance sales and implementation separate from her investment advisory role. Next Level Private LLC advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses both fundamental and technical analysis to create customized, diversified portfolios and maintains ongoing client contact under a fiduciary standard.

Thomas Martin is a ChFC® with five years of industry experience and is based in New York, NY. He is part of Circle Advisers Inc., where he has been affiliated since 1981, which reflects a long tenure with the firm. Outside of his advisory role, Martin is involved in life insurance brokerage through affiliated entities such as Circle Consulting Group, Inc. and Circle Benefits Planning, Inc. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm manages client assets using fundamental analysis and a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, while maintaining a team-focused approach across multiple offices.

Frazer Rice is a financial advisor at Next Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Calamos Wealth Management LLC and Wilmington Trust. Rice is also president of Wealth Actually LLC, an IP holding company focused on public speaking, media, marketing consulting, and family education. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including engagements as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies and products across multiple offices.

Peter Devlin is an investment advisor with Aurora Private Wealth, Inc. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. Prior to joining Aurora Private Wealth in 2017, he worked at Wealthstream Advisors for five years. In addition to his advisory role, he serves as a relationship manager at Standard Pension Services, LLC, focusing on retirement plan consulting and client relationship management. Aurora Private Wealth, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors and employs various investment strategies using third-party platforms such as Envestnet and SEI.

Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Jennifer Piche is a financial advisor at Next Level Private LLC with 27 years of industry experience. She has held Series 63 and Series 66 licenses and worked previously at UBS Financial Services for 10 years. She is also a licensed insurance professional, dedicating less than 10% of her time to this activity. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a fiduciary approach with customized portfolios utilizing diversified mutual funds, ETFs, individual stocks, and bonds, along with occasional option strategies and tactical reallocations.

Cole Flynn is a financial advisor at Flynn Zito Capital Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Financial, ALPS Distributors, and GraniteShares. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals and high-net-worth households. The firm offers comprehensive wealth management and customized portfolios using a variety of investment strategies, combining discretionary management with third-party sub-advisers and operating in a hybrid relationship with LPL Financial.

Kaylin Colby is a financial advisor at Greenline Partners with a Series 65 designation and two years of industry experience. Prior to joining Greenline Partners, Kaylin worked at Otherworld and Heritage Tile, LLC, and attended the University of Wisconsin - Madison. Greenline Partners serves individual clients, trusts and estates, and institutional clients including foundations and family offices, providing discretionary portfolio management and consulting services. The firm employs a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes.

Thomas Elliott is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Long Island Express North. Next Level Private LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses customized portfolios with diversified assets and applies both fundamental and technical analysis, maintaining ongoing client contact and formal account reviews.

Edward Doherty is a financial advisor at Ascend Interplay, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Ascend Interplay in 2025, he worked at Alastar LLC for three years and spent 12 years at Houlihan Lokey. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, offering non-discretionary portfolio management, financial planning, and referral services. The firm employs an asset allocation approach focused on third-party model portfolios and serves a small client roster with approximately $390 million in assets under management.

Joshua Garcia is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Royal Alliance and The Northstar Group since 2013. Outside of finance, he is also a musician and songwriter who performs original music under his own name. The Northstar Group, Inc. is a five-advisor team managing over $870 million in discretionary assets for individuals, trusts, pension plans, and business entities. The firm provides customized portfolio management and financial planning, emphasizing risk tolerance assessment and adapting strategies to client circumstances and market conditions.

Maxwell Levi is a financial advisor at Perennial with a Series 65 credential and two years of industry experience. He has been with Perennial Advisors since 2023. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations by providing wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and efforts to minimize fees and taxes, often utilizing equities, ETFs, fixed income, derivatives, and margin strategies.

Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.

Xing Wang is a financial advisor at Bluesphere Advisors LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Light Horse Securities, Inc., Score Priority Corp., Just2Trade, Inc., and Whotrades FX, LLC. Outside of his advisory role, Wang serves as an executive committee member at Ainvest Fintech Inc., where he assists with business strategy and product planning. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management as well as financial planning and business-transition consulting. The firm emphasizes a long-term, portfolio-driven approach using institutional mutual funds and ETFs alongside equities and fixed income, incorporating margin and options strategies for portfolio construction and risk management.

Andres Garcia is a financial advisor with Zoe Financial, Inc. in New York, NY. He holds a Series 63 designation and has five years of industry experience. Garcia has been with Zoe Financial and its related entity Zoe Financial & Co. since 2016. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network. The firm also offers a separate Wealth Platform providing reporting and administrative services to RIAs, while not managing client assets or charging users for referrals.

Evan Slater is a financial advisor with Point Windward Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as Senior Vice President and Fixed Income Portfolio Manager at Beech Hill Advisors, Inc. since 2017. Outside of his advisory role, he manages LRF Slater Co, Inc., an asset management company specializing in commercial real estate development. Point Windward Advisors is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a variety of trading strategies, including short-term trading and options, and emphasizes portfolio management by individual managers who conduct at least quarterly reviews.

Francis Horneff is a financial advisor at Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Herold Advisors, Inc. since 1996 and also has experience with Lantern Wealth Advisors, LLC and Herold & Lantern Investments, Inc. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, and foundations through managed accounts on discretionary and non-discretionary bases, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm combines computer screening and fundamental analysis to tailor allocations primarily in domestic large- and mid-cap securities, with periodic reviews and quarterly client communications.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.