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.

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.

Joseph Mcclellan is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with multiple firms, including Securities America Inc. and LPL Financial, and has been with WealthPLAN Partners since 2014. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach across various asset classes and typically manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

David Shaw is a CFP® and holds a Series 63 license with one year of experience in financial advising. He currently works at Bridgewater Advisors Inc. and has prior experience at Focus Wealth Partners, Argent Wealth Management, and Boston Financial Investment Management. 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, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Ashwini Patil is a financial advisor at GoalVest Advisory LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and has been with GoalVest Advisory since 2018. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm combines fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to create tailored investment strategies and generally manages accounts on a discretionary basis.

Jerome Khaski is a financial advisor at Transatlantique Private Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Transatlantique Private Wealth since 2015. Transatlantique Private Wealth primarily serves high-net-worth individuals and similar private entities, managing approximately $879 million in assets across about 400 client relationships. The firm focuses on cross-border portfolio management, using a tailored asset allocation approach supported by proprietary modeling and European-affiliated research teams.

Eric Walter is a financial advisor at Altfest Personal Wealth Management in New York, NY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 19 years. His background also includes a brief tenure with the Pascack Valley Regional High School District. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring private pooled investment vehicles.

Daniel Sterling is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at NerdWallet Wealth Partners, LLC, where he has worked since 2025. Prior to this, he worked at Future You Wealth, LLC for six years and Capital Guardian Trust Company for four years. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser that manages roughly $263 million in discretionary assets for individual and high-net-worth clients as well as certain charitable organizations. The firm employs passive, asset-class-weighted portfolios combined with fundamental analysis and offers integrated financial planning, portfolio construction, and access to alternative investments for eligible clients.

Alan Weingarten is a financial advisor at Comprehensive Capital Management, Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Comprehensive Capital Management since 2009. Outside of advisory work, he owns and operates Weingarten Financial Funding, providing pre-settlement funding for certain types of litigation. Comprehensive Capital Management advises individuals, pension and profit-sharing plans, and businesses, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm uses a combination of fundamental and technical strategies, including tactical overlays and market-timing approaches, to manage client portfolios.

Kyle Kadish is a financial advisor at Revere Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including IBN Financial Services, Inc. and Provasi Capital Partners. Outside of finance, he serves as an independent contractor assigning referees for NCAA hockey games. Revere Wealth Management LLC operates as a seven-advisor team providing discretionary and non-discretionary portfolio management for individual and institutional clients. The firm employs a blend of fundamental, technical, and macro analysis and offers customized portfolios alongside financial planning and consulting services.

Jessica Vingiello is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has been with Gagnon Securities since 2020. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements. The firm employs a research-intensive, generalist equity approach focused on stock-by-stock selection for capital appreciation with a long-term orientation.

John Preston is a financial advisor at WealthEdge Investment Advisors LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Watts Capital Partners LLC and Beech Hill Advisors, Inc. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team and employs asset allocation alongside fundamental and technical analysis to guide investment decisions.

James Lombardo II is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory role, he serves as CEO of a real estate company. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers as well as alternative investments through affiliated entities.

Andrew Laskaris is a CFP® and CFA® with four years of industry experience. He has worked at Altfest Personal Wealth Management since 2018, including a prior role at Willis Towers Watson. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning with an individualized approach, and is notable for its active role as a private fund adviser and sponsor of multiple pooled investment vehicles.