John Owens is a CFP® professional with seven years of industry experience. He is currently with Brooklyn FI, LLC and Mason Tax, LLC, where he provides both financial advisory and tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC, UPMC, and WMGH/WLSH Radio. Owens dedicates part of his time to tax preparation through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, managing approximately $341 million in discretionary assets.

David Kressner is a CFP®, CFA®, and Series 63 credentialed advisor with 13 years of industry experience. He has been with Altfest Personal Wealth Management since 2016, following a brief tenure at Lexicon Capital. 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 continuous supervision based on client objectives and employing a mix of fundamental, technical, and cyclical analysis.

Anisha Mittal is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Rutenberg and EA Markets LLC. In addition to her advisory role, she serves as a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm focuses on art as an asset class, offering primarily non-discretionary, platform-driven recommendations along with discretionary Art Investment Plans and limited secondary-market opportunities.

Joseph Barbera is a financial advisor at Wellington Shields & Co., LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments. Outside of finance, his background includes roles in the restaurant and entertainment sectors. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, and institutional clients. The firm manages approximately $470.9 million across 514 client relationships and employs a variety of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Benjamin Bernard is a CFP® and holds a Series 65 license with four years of industry experience. He is based in New York, NY, and has been with Bridgewater Advisors Inc. since 2005. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for around 540 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management along with financial planning, consulting, and optional tax-preparation services. Their approach includes thoughtful asset allocation across traditional and alternative asset classes, combining actively managed and index-related strategies with ongoing due diligence and quarterly reviews.

Christopher Vining is a financial advisor at Empire Financial Management Company, LLC in New York, NY, with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empire Financial Management Company in 2016, he worked at Bishop Rosen & Co Inc and was involved with New World Bistro Bar from 2014 to 2020. Empire Financial Management Company provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm’s investment approach includes client-specific asset allocation across multiple asset classes and strategies, using separately managed accounts tailored to client objectives.

Charles Pouliot is a financial advisor at Wealth Effects with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Procyon Private Wealth Partners, and Bridgeway Wealth Partners. Outside of advising, he serves as a board member and equity partner at LVXP, LLC, a real estate development company. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, employing a mix of fundamental and technical analysis to guide primarily long-term investment decisions.

Robert Grisanti is a financial advisor with Retirable Inc. in New York, NY, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Retirable in 2025, he worked at Fidelity Investments from 2022 to 2024. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses online planning tools combined with advisor consultations to create personalized retirement plans and primarily implements portfolios using diversified ETF allocations through the Altruist platform.

Timothy Feeney is a financial advisor at Bridgewater Advisors Inc. with Series 65 credentials. He has been with Bridgewater Advisors since 2018 and previously worked at Clarfeld from 2005 to 2018. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, focusing on thoughtful asset allocation across traditional and alternative asset classes and combining actively managed and index-related strategies.

Salim Nazkani is a financial advisor at Flagstar Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signature Securities Group Corp./Signature Bank for 22 years before joining Flagstar Advisors in 2023. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team platform with discretionary asset management and access to a broad range of securities and insurance products.

Vidur Bhalla is a CFA® charterholder with 39 years of industry experience. He has been with Herold Advisors, Inc. since 1999 and also works with Herold & Lantern Investments, Inc. since 2020. Bhalla serves as a director of the charity Mission for Vision (USA). Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a process combining computerized screening and fundamental analysis to construct portfolios focused primarily on domestic large- and mid-cap equities, with periodic use of foreign equities, bonds, and covered-call strategies.

Aimee Adler is a CFP® and holds a Series 65 license with five years of industry experience. She is currently a financial advisor at Shufro, Rose & Co., LLC, having joined the firm in 2024. Her prior roles include positions at Cerity Partners LLC, Round Table Wealth Management, and Payne Capital Management. Adler serves as a volunteer board member on the Board of Advisors at Camp Dream Street. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm provides discretionary and non-discretionary portfolio management with a long-term investment approach, employing a range of equity and fixed-income strategies tailored to client objectives.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, and JP Morgan Securities. Levy is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing accounts through various platforms including in-house management and LPL-hosted programs.

Ira Rousso is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Henley & Company Wealth Management LLC since 2009. He holds Series 63 and Series 66 licenses and is based in New York City. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and offers tailored portfolios with ongoing monitoring, managing approximately $90.8 million in discretionary assets as of December 31, 2023.

Scott Mills is a CFA® charterholder affiliated with Fortitude Advisory Group L.L.C. in New York, NY, with four years of industry experience. He previously worked at Voya Investment Management for twelve years and has been involved with the nonprofit Charity Footprints since 2017. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients by providing tailored investment advisory services that combine in-house management with outsourced manager solutions and a range of trading approaches aligned with client objectives.

Adrienne Garofalo is a financial advisor at Gagnon Securities, LLC with 17 years of industry experience. She holds a Series 63 designation and has been with Gagnon Securities since 2012. Outside of her advisory role, she volunteers as a Co-Chair for US Conference Events and Global Angels Chair with the nonprofit organization 100 Women in Finance. Gagnon Securities manages discretionary equity-focused accounts for both individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as a dually registered SEC investment adviser and FINRA-member broker-dealer, offering brokerage services alongside its advisory business.

Glad Perez is a financial advisor with Aurora Private Wealth, Inc. holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Indigo Wealth Management, Purshe Kaplan Sterling Investments, and Insight Private Advisors. Outside of finance, he owns Glad Reiki Healing, LLC, a therapeutic touch business. Aurora Private Wealth, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s approach includes discretionary and non-discretionary portfolio management with strategies tailored to client objectives and risk tolerance, supported by a network of supervised investment adviser representatives.

Farrel Liger is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses for CPAs and is involved with nonprofit organizations such as The Foundation of the World and West Harlem Assistance. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a combination of fundamental and technical analysis to create individualized investment strategies that include long-term holdings, short-term trading, and options.

John Cunningham is a financial advisor with Empirical Research Partners LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Empirical Research Partners since 2018 and previously spent five years at Cowen and Company, LLC. Empirical Research Partners serves an exclusively institutional client base by producing data-driven subscription research and providing customized investment advice. The firm’s approach combines proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or offering portfolio management for individuals.

Sheila Baird is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 59 years of industry experience. She has worked at Kimelman & Baird since 1966 and previously spent 24 years at Daeg Capital Management, LLC. Kimelman & Baird provides discretionary portfolio management to individuals, families, trusts, charitable and institutional investors, primarily through separately managed accounts. The firm uses fundamental and technical analysis to implement both long- and short-term trading strategies tailored to client objectives.