Alex Shtaynberger is a financial advisor with Laidlaw Wealth Management LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Laidlaw Wealth Management since 2010 and has maintained a long-term association with Laidlaw & Company (UK) Ltd since 1999. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized portfolios using strategic asset allocation and a range of investment products, including no-load mutual funds, ETFs, structured products, and fixed-income securities, applying methodologies such as Modern Portfolio Theory and both fundamental and technical analysis.

Nicole Price is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Empirical Research Partners since 2003. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail clients.

Robert Rosenthal is a financial advisor with First Long Island Investors, LLC, holding a Series 63 designation and over 39 years of industry experience. He has been with First Long Island Investors since 1983 and serves as chairman, CEO, and chief investment officer. Additionally, Rosenthal has been a lead director at Global Industrial Company (formerly Systemax, Inc.) since 1995 and acts as trustee or co-trustee of trusts for family office clients and his own family. First Long Island Investors, LLC is a boutique wealth management firm serving individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation strategy with internally managed equity approaches and tailored fixed income allocations, while also sponsoring multiple private investment partnerships and executing side-by-side management with its principals.

Lore Gordon is a financial advisor at RMR Wealth Management with 37 years of industry experience. She has been with RMR Wealth Management in New York, NY since 2011. Gordon holds Series 63 and Series 65 licenses. RMR Wealth Management serves individuals, including high-net-worth clients, retirement plans, and corporate/business clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor portfolios across conventional and alternative strategies based on client objectives and risk tolerance.

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years at Capital Group Private Client Services. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm manages roughly $263 million in assets with a team of 14 advisors and primarily uses passive, asset-class-weighted portfolios supported by fundamental analysis.

Carl Oppenheimer is a financial advisor at Oppenheimer + Close, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer + Close since 2013. Outside of his advisory role, he serves as managing member of Oppvest, LLC, an investment-related business, and is an unpaid board member of Malabar Investments, LLC, an India equity manager. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, offering discretionary portfolio management, fiduciary advice, and coordinated financial planning. The firm employs a long-term, value-oriented investment approach focused on domestic and foreign equities, with tailored portfolios and a notable use of limited partnerships and performance-based fees.

Daniel Gibbons is a financial advisor with Opal Wealth Advisors, LLC, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Opal Wealth Advisors since 2021 and previously held roles at Purshe Kaplan Sterling Investments, Equitable Advisors, Magii, and 4Thought Financial Group Inc. Gibbons also serves as a Client Service Associate at Opal Wealth Management. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with financial planning, consulting, and portfolio management. The firm manages approximately $1.24 billion in client assets, employing a diversified investment approach that includes mutual funds, ETFs, bonds, and independent managers, complemented by proprietary model strategies and the use of artificial intelligence tools under human oversight.

Michael Zaremsky is a financial advisor with Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His prior roles include positions at Lazard Asset Management and Bank Leumi USA. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients through discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process with a strategic allocation guided by an investment committee and utilizes individual securities as well as mutual funds and ETFs as appropriate.

Steven Woods is a financial advisor at Stirlingshire Investments in New York, NY, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Worden Capital Management LLC and Laidlaw and Company. Woods also serves as CEO and Chairman of the Board of Stirlingshire Investments, Inc., the parent company of Stirlingshire BD LLC and Stirlingshire RIA LLC. Stirlingshire Investments serves individuals, trusts, and other entities, offering discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a range of investment strategies and instruments tailored to client profiles and maintains an affiliation with Stirlingshire BD LLC, requiring advisory clients to use its broker-dealer and clearing custodian.

Axel Agami Contreras is a CFP® professional with one year of industry experience. He is currently affiliated with ANTOLINO Wealth Advisors and has prior experience at AA Financial Advisors, LLC, Kestra Advisory Services LLC, and Antolino & Associates. Before entering the financial industry, he spent six years in full-time education. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers proprietary planning processes and ongoing membership tiers designed to deliver customized portfolio management and financial planning solutions.

Karl Wellner is a financial advisor at Papamarkou Wellner Perkin Advisors with 20 years of industry experience. He has been with the Papamarkou Wellner organization since 2003, holding roles at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. during that time. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, pensions, and other entities. The firm employs proprietary analytical modeling combined with a bottom-up equity research process and a multi-manager approach, offering a range of investment strategies overseen by an Investment Committee.

Vincent Andrews is a financial advisor with Private Capital Advisors, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Private Capital Advisors, Inc. since 1997 and is also the general partner of Andex Energy Corp. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients. The firm employs a combination of fundamental research and technical analysis to implement a variety of investment strategies tailored to client objectives, managing over $1 billion in discretionary assets as of December 31, 2024.

Howard Zodicoff is a financial advisor with Aurora Private Wealth, Inc., holding a Series 63 designation and bringing 34 years of industry experience. He has worked at several firms, including MML Investors Services Inc. and MASSMUTUAL. Outside of his advisory role, he serves as vice president and member of Standard Pension Services, providing retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team-based approach, utilizing both firm-designed models and independent managers.

Sanjeet Dass is a financial advisor at Avestar Capital, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Merrill, and Bank of America. He is also a director of the Dass Family Charitable Foundation, a family charitable organization. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for individual and high-net-worth clients, private funds, accredited investors, charities, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning and due diligence services.

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.

Matthew Segal is a financial advisor with Platform Technology Partners in New York, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years and has been with Spire Securities, LLC and Platform Technology Partners since 2019. Outside of advisory work, Segal is involved in life and health insurance sales on a limited basis. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive approach that includes managing private funds and utilizing pooled investment vehicles subject to PCAOB audits.

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.