Susan Sofronas is a financial advisor at Manchester Capital Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory role, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she contributes to strategic oversight. Manchester Capital Management provides advisory services to individuals, families, family offices, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and family office services, employing a strategic asset allocation process and managing private equity and venture capital pooled investment vehicles.

Maureen Drew is a financial advisor at Gagnon Securities, LLC with 30 years of industry experience. She has been with Gagnon Securities since 1999 and holds a Series 63 designation. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering brokerage services and operating affiliated pooled vehicles and partner funds.

Richard Sendell is a financial advisor at Circle Advisers Inc. in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Circle Advisers since 2005. Outside of his advisory role, Sendell is also licensed as an insurance agent. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis and employs a range of strategies including mutual funds, ETFs, equities, fixed income, and options for hedging or income.

Ross Levin is a financial advisor with Next Capital Management LLC in Summit, NJ, holding Series 65 and Series 66 licenses and bringing five years of industry experience. He has been with Next Capital Management since 2007 and previously worked for Aida's Liquors, Inc. He is a passive investor in beverage importing and rideshare ventures. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies including mutual funds, ETFs, direct indexing, and structured products.

Henry Pacht is a financial advisor with Lantern Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has a long tenure at Herold Advisors, Inc. dating back to 1986 and is also associated with Herold & Lantern Investments, Inc. outside of Lantern Wealth Advisors. Lantern Wealth Advisors serves individuals, high net worth clients, trusts, estates, pension plans, and corporations, managing approximately $265 million in assets. The firm employs a multi-advisor team approach utilizing a range of discretionary and non-discretionary portfolio management strategies, incorporating both in-house and third-party model portfolios tailored to client risk profiles.

Benjamin Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Wealthspire Advisors and attended Tulane University. Edge Wealth Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and tailored to client objectives, managing approximately $770.7 million in assets across a range of securities without imposing a firmwide account minimum.

Akhil Kumar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Voya Financial Advisors. Kumar is involved in multiple business activities related to investment advisory and insurance. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also offering ERISA 3(38) fiduciary services and utilizing options, margin, and derivative strategies as needed.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.

Maurice Frank is a financial advisor at ELCO Management Company, LLC with three years of industry experience and holds the Series 65 designation. He has been associated with Maurice Frank and Company since 1997. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension and profit-sharing plans through discretionary portfolio management, separately managed accounts, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, and utilizes options, short selling, and leverage as part of its investment approach.

Lockwood Sloan is a CFA® charterholder with six years of industry experience, currently serving at Shikiar Asset Management Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in New York, NY. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, and foundations. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering active management strategies including covered call-writing and the use of option strategies.

Matthew Haertzen is a CFP® and CFA® with 12 years of experience in the financial industry. He has worked at Cornerstone Portfolio Research since 2022 and previously held roles at WT Wealth Management, Four Peaks Wealth Management, and Georgia Biofuels. Haertzen is also a finance lecturer at the University of Arizona, where he has taught since 2017. Cornerstone Portfolio Research provides discretionary investment management and consulting services exclusively to other registered investment advisers, acting as an outsourced chief investment officer. The firm employs a manager-of-managers approach to construct customized portfolios using mutual funds, ETFs, and separately managed accounts, managing approximately $1.85 billion as of the end of 2024.

Kaitlin Martinez is a CFP® with 12 years of industry experience, currently serving at Expressive Wealth LLC. Her prior experience includes roles at J.P. Morgan Securities and OREKA Wealth, LLC. Outside of financial advising, she is the Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales. Expressive Wealth LLC serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm employs a discretionary investment process tailored to client goals, incorporating fundamental, technical, and cyclical analysis, and utilizes Sub-Advisors while maintaining active oversight of risk factors such as leverage.

Joshua Rubin is a CFP® and Series 66-licensed advisor with four years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and previously worked at NewEdge Wealth and UBS Financial Services. Outside of his advisory role, he serves as an analyst for Rubin Capital Corp, a boutique investment banking company focused on raising capital for smaller private businesses. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm employs passive, asset-class-based portfolios using index mutual funds and ETFs, complemented by fundamental analysis and tailored investment policy statements, and offers financial planning services across three levels.

Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

Sandra Turner is a financial advisor at Watts Capital Partners LLC in New York, NY, with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Watts Capital Partners since 2018, following six years at Atlantis Asset Management. Watts Capital Partners provides financial planning, wealth management, and investment management services to individuals, families, business owners, Gen X/Gen Y professionals, and select institutional clients. The firm employs a core long-term investment approach supplemented by proprietary equity and tactical growth strategies, alternative investments, and specialized services including business succession and cross-border tax planning.

Lisa Ferrante is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2001. Additionally, she provides compliance support through Gagnon Administrative Services and serves as a partner in related investment entities. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Nicholas Churkovich is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 designation and experience spanning several roles since 2012, including positions at Deloitte, Garnaut Private Wealth, and Koda Capital. He joined NerdWallet Wealth Partners in 2025. His background also includes time spent in the travel industry and academic experience at Monash University. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individual and high-net-worth clients. The firm employs passive, asset-class-based portfolios using index mutual funds and ETFs, combined with fundamental analysis and client-specific investment policy statements, and offers financial planning services at multiple levels with ongoing monitoring and annual reviews.

Louiza Ferrara is a CFA® charterholder with five years of industry experience, currently serving at Transatlantique Private Wealth LLC since 2020. Prior to this, she worked for nine years at Fourpoints Asset Management, Inc. Transatlantique Private Wealth, LLC 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.

Timothy Mc Clatchy is a financial advisor affiliated with Seeds and holds a Series 65 designation. He is based in New York, NY. Seeds primarily provides investment management and related services to other financial institutions through sub‑advisory engagements, managing assets on behalf of those firms’ end‑clients. The firm uses a systematic, data‑driven process and proprietary models focused on long horizons, tax efficiency, and low turnover, distributing strategies via third‑party platforms and a turn‑key platform.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing diversified portfolios, periodic rebalancing, and tax sensitivity.