Luisa Haratani Bittencourt is a financial advisor at Ameraudi Asset Management, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Ameraudi Investment Services LLC, Ameraudi Asset Management, Inc., and Interaudi Bank. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, offering both discretionary managed portfolios and non-discretionary trading arrangements. The firm’s approach emphasizes a macroeconomic perspective and uses diversified ETFs along with fundamental, technical, and macro analysis.

Melissa Danenberg is a financial advisor at Quent Capital, LLC in New York, NY, holding Series 65 and Series 63 licenses. She has over two decades of industry experience, including roles at Merrill Lynch Pierce Fenner & Smith Inc. and Lanx Management LLC. Danenberg joined Quent Capital in 2025 and is part of a twelve-advisor team. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients, managing both separate accounts and pooled vehicles such as the Quent Long Short Global Small Cap Fund. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods, with an investment focus on long/short, small-cap companies linked to thematic innovation.

Frederick Hinkley is a financial advisor at Manchester Capital Management LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Alta Core Consulting LLC for one year. Hinkley holds a Series 65 credential. Manchester Capital Management provides investment advisory and wealth-management services to high-net-worth individuals, families, family offices, trusts, foundations, corporations, and pooled investment vehicles. The firm employs an asset-allocation approach using third-party managers and pooled vehicles, managing portfolios primarily on a discretionary basis with a focus on long-term positions and occasional tactical adjustments.

Owen Williamson is a financial advisor at Williamson Legacy Group, LLC in Brooklyn, NY, with five years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, the City of Tampa, and NYC Parks. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages over $183 million in discretionary assets for roughly 343 clients and employs a team-based approach with five advisors.

Eamonn Obrien is a financial advisor at Meristead Wealth, LLC with Series 63 and Series 65 credentials. He has a decade of prior experience at Stansberry Asset Management before joining Meristead Wealth in 2026. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds for accredited investors. The firm employs a blend of top-down macro analysis and fundamental bottom-up research to implement opportunistic, value-oriented strategies across global equities and credit.

James Westmacott is a CFP® with 41 years of industry experience. He has been associated with Westco Advisory Services, Inc. since 1983 and also works with Westco Investment Corp. Outside of his advisory role, he owns an insurance agency, Westco Agency, Inc., though he does not actively manage that business. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance and goals-based investment process with a core-and-satellite approach for larger accounts.

Corey Moon is a Series 66 licensed financial advisor with two years of industry experience, currently with Zoe Financial, Inc. He previously worked at Equitable Advisors, LLC and has experience with organizations including Instaswim and the Hillsborough YMCA. Zoe Financial, Inc. operates an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network, and provides a turnkey asset management platform offering reporting, administrative, and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.

Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.

John Gavin III is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Empirical Research Partners since 2016. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, using quantitative models that integrate macroeconomic and industry data with statistical analysis to inform investment strategies. The firm primarily operates as a broker-dealer and serves an international institutional subscriber base, focusing on research rather than portfolio management or retail financial planning.

Scott Fessler is a CFP® professional with 30 years of experience in financial advising, currently with Woodstock Wealth Management, Inc. He previously worked at St Bernard Financial Services and Woodstock Financial Group. Outside of advising, he owns and operates several businesses including mortgage loan origination and solar energy solutions. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies alongside a distinctive performance-based fee program.

David Poppe is a financial advisor at Giverny Capital Asset Management with 17 years of industry experience. He has held roles at Ruane, Cunniff & Goldfarb and Sequoia Fund, Inc. He also serves as a director of Central Securities Corporation, a closed-end fund, where he participates in investment discussions and board activities. Giverny Capital Asset Management provides discretionary equity-focused investment management to individuals, trusts, and other entities. The firm employs a fundamental, value-oriented approach to construct concentrated portfolios and emphasizes a long-term, low-turnover strategy.

Emily Green is a financial advisor at Ellevest with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ellevest since 2017. Prior to that, she held roles at J.P. Morgan Securities and JPMORGAN CHASE Bank NA. Ellevest offers discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm serves individual and high-net-worth clients with tailored portfolios emphasizing strategic asset allocation, diversification, and tax-minimization techniques.

Katia Del Muro Suarez is a financial advisor with Quent Capital, LLC, holding a Series 65 designation and based in New York, NY. She has worked at Quent Capital since 2023 and has prior experience at MSCI Inc and InverCap Afore. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and consulting services with strategies that include derivatives, hedging, and tax-loss harvesting.

Robert Marton is a CFP® with 26 years of experience in the financial industry. He is currently an advisor at IDB Lido Wealth, LLC and has previously worked at Lido Advisors, Bank of America, and Merrill. Mr. Marton serves on the investment committee for Ruth & Norman Rales Jewish Family Services and is a committee member of the Jacobson Jewish Community Foundation. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm provides investment management, financial planning, family office, and retirement and estate planning services to a wide range of clients, utilizing a multi-asset allocation approach and sub-advisory relationships.

Ann Thibodeau is a financial advisor at Bridgewater Advisors Inc. with 19 years at the firm and five years of industry experience. She holds a Series 63 designation. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes with a mix of actively managed and index-related strategies, supported by regular portfolio reviews and due diligence on third-party managers.

George Jarvinen is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 65 designation. He has been with Oppenheimer + Close since 2021 and has prior experience with TAG Financial Institutions Group and in educational roles at St. Lawrence University and Edina High School. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities, offering discretionary portfolio management and coordinated financial planning tailored to client objectives.

Allison Sajkoski is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with United Asset Strategies Inc., where she has worked since 2018, including a role from 2022 to the present. Her prior experience includes positions at KPMG LLP and Nawrocki Smith. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in client assets. It offers discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm emphasizes diversified and tailored portfolios supported by a strategic asset allocation framework and active fixed-income management.

Baron Hilliard is a financial advisor at Momentum Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Northwestern Mutual Wealth Management Company and related entities. Hilliard is also the founder and president of a non-financial business called Love, Black People. Momentum Advisors is a registered investment adviser serving individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers customized wealth management, financial planning, and investment services with a focus on tailored portfolio construction, ongoing monitoring, and the use of mutual funds, ETFs, and third-party managers.

Gregg Fisher is a CFP® and CFA® with 32 years of industry experience. He is a founder and portfolio manager at Quent Capital, LLC, where he has worked since 2020, and also owns Gerstein Tax Services, a tax-preparation and consulting firm. His prior work includes roles at Gerstein Fisher and Nathan & Lewis Securities. Quent Capital provides discretionary investment management primarily for individual and high-net-worth clients, with a focus on a long/short, small-cap oriented strategy that emphasizes thematic innovation such as AI and ag-tech. The firm manages pooled investment vehicles, uses hedging and derivatives strategies, and offers tax and consulting services through an affiliated tax entity.

Yi Liu is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 63 designation with 14 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners serves an exclusively institutional client base, including investment managers, hedge funds, broker-dealers, and insurance companies, by providing data-driven subscription research and customized investment advice. The firm combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or offer retail services.