Jacob Gorelick is a financial advisor at Empirical Research Partners LLC in New York, NY, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nasdaq and Numina Capital Management LLC. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, focusing on quantitative models that integrate macroeconomic and statistical analysis to inform equity and portfolio strategies. The firm operates primarily as a broker-dealer and serves an international institutional client base.

Ryan Wilkens is a CFP® professional at Bridgewater Advisors Inc. with one year of industry experience. He has been with Bridgewater Advisors since 2021. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment firm managing approximately $2.14 billion for about 540 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes, conducts ongoing due diligence, and provides discretionary portfolio management alongside financial planning, consulting, and optional tax-preparation services.

Steven Mc Neilly is a CFP® and ChFC® with 13 years of industry experience. He is currently with Stark Wealth Management LLC and has previously worked at American Portfolios and American Portfolios Financial Services, Inc. He serves as treasurer for the non-profit Reveal, NYC. Stark Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis with tailored model allocations and offers access to third-party money managers and managed account solutions.

Sara Hudson is a financial advisor at Fairport Advisors, Inc. in New York, NY, with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fairport Advisors and its affiliated firms since 2011. Outside of her advisory role, she is involved with The Mount, a nonprofit organization focused on development and fundraising for high-net-worth clientele. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, closely held businesses, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients, employing model-based portfolios that integrate tactical and strategic asset allocation with proprietary technical, quantitative, and AI-supported analysis.

Shweta Lawande is a CFP® professional with five years of experience at Francis Financial in New York, NY. She has been with Francis Financial continuously since 2016, working alongside a team of ten advisors. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized investment management and comprehensive financial planning, including specialized divorce financial planning, and utilizes both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

Henry Mccormack is a financial advisor at Laidlaw Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Laidlaw & Co (UK) Ltd since 2009. Outside of his advisory role, he coaches soccer for the Paramus Spartans SC and teaches chess at the GM Valery Filippov Chess Academy. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation with no-load or institutional mutual funds, ETFs, structured products, and fixed-income securities, and employs methods including Modern Portfolio Theory and both fundamental and technical analysis.

Alexandre Chasseriaud is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at BNP Paribas, Credit Suisse Securities (USA) LLC, and Spark Labs Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process combines macroeconomic and thematic research from affiliated European teams with fundamental and technical analysis to construct and monitor portfolios.

John Levin is a financial advisor with Levin Capital Strategies, L.P. in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at affiliated entities including LCS Securities, LLC and LCS, LLC since 2006, and has served as managing general partner and chairman of several related investment management firms. Levin also chairs a tax-preparation subsidiary associated with his firm. Levin Capital Strategies, L.P. provides discretionary portfolio management and advisory services to individual and institutional clients, managing assets through long-only large-cap equity portfolios and a private investment fund. The firm employs a bottom-up, value-oriented investment process for separately managed accounts and operates a short/long alternative strategy in its private fund, which utilizes derivatives, leverage, and participates in IPOs and secondary offerings.

Bradley Small is a financial advisor at Point Windward Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beech Hill Securities, Inc. since 2020. Outside of finance, he is involved in a music publishing business, composing and licensing music for television and radio. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm uses a combination of fundamental, quantitative, and technical analysis, including strategies such as short sales and option writing, with portfolio management generally conducted on a discretionary basis.

Kevin Leahy is a financial advisor with Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Herold & Lantern Investments, Inc., Bernard Herold & Co., Inc., and Locust Advisory LLC, where he serves as chairman providing consulting services in strategic planning and business process reengineering. Outside of finance, he is also involved in the arts as an artist with MSL Galleries, LLC. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with occasional foreign equities and fixed income securities.

Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at High Point from 2020 to 2024. Cottrell is based in New York, NY. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management for individual and institutional clients, managing roughly $78 million in assets across about 101 accounts. The firm combines fundamental, technical, and macro analysis to tailor portfolios across various asset classes, and offers financial planning and consulting services alongside portfolio management.

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Alexander Cripps is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. His prior experience includes work at H.G. Wellington & Co Inc since 2005. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across roughly 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

William Prendergast is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding a Series 65 designation with 20 years of industry experience. He has been with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with individualized, primarily discretionary supervision using a combination of fundamental, technical, and cyclical analysis alongside long- and short-term strategies.

Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios and engages third-party sub-advisers for specialized strategies, offering ongoing portfolio monitoring and comprehensive financial planning.

Jacqueline Sherry is a financial advisor at Revere Wealth Management LLC in New York, NY. She holds the Series 66 designation and has experience working at Merrill and Revere Securities LLC. Prior to her advisory roles, her background includes positions with Klamath Technology Credit Partners, Michael Sullivan, and several companies in the hospitality sector. Revere Wealth Management LLC manages discretionary and non-discretionary portfolios for individual and institutional clients, blending fundamental, technical, and macro analysis with an emphasis on research and business valuation. The seven-advisor team offers tailored portfolio management alongside financial planning and consulting services.

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams.

Chris Heintz is a financial advisor at Perennial with 10 years of industry experience. He holds a Series 65 designation and has worked at Perennial Advisors LLC since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, providing wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and the use of derivatives and borrowing within separately managed accounts.

Michael George is a financial advisor at Watts Capital Partners LLC with 16 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Watts Capital since 2016. Prior to that, he worked at Global Arena Capital Corp for nine years. Michael serves as a co-trustee for a trust account under New York State law, a role he has held since 1984. Watts Capital Partners serves individual and family clients, business owners, and enterprises, including Gen X/Gen Y professionals and clients navigating divorce. The firm offers comprehensive financial planning and investment management services, employing a mix of core, tactical, and alternative strategies, and uses proprietary quantitative models alongside derivatives and options strategies.

Cesar Flotat is a Series 65-licensed financial advisor with Transatlantique Private Wealth LLC in New York, NY. He has one year of industry experience, including previous roles at Banque Transatlantique and Deloitte. His background also includes work in education and travel. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process combines macroeconomic and thematic research from affiliated European teams with fundamental and technical analysis to construct and monitor portfolios.