Henry Asher is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with The Northstar Group since 1986 and is also affiliated with Osaic Wealth Inc. since 1989. In addition to his advisory role, he serves as President and Chief Compliance Officer of The Northstar Group and is a licensed insurance agent. The Northstar Group, Inc. is a team of five advisors managing discretionary portfolios and providing comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment to tailor investment strategies, supported by extensive research and regular reporting.

Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.

Thomas Sokira is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Sokira serves as Managing Partner of Anthem Financial Services, conducting 401(k) consulting. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment options and offers fiduciary consulting and retirement-plan services while operating as a fee-only, independent SEC-registered adviser.

Timothy Conboy is a financial advisor at Key Group Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He also offers insurance product sales and service, including variable annuity products. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs fundamental analysis with a variety of investment strategies and coordinates tax planning through an affiliated tax practice.

Brian Mayer is a financial advisor at RMR Wealth Management in New York, NY, with 30 years of industry experience. He holds the Series 63, Series 66, and Series 65 credentials and has worked at Dinosaur Securities, LLC and RMR Wealth Management since 2010. 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 uses third-party platforms and managers to tailor portfolios based on client objectives, time horizon, and risk tolerance, offering both traditional and alternative investment strategies.

Daniel Katz is a CFP® and holds a Series 66 license with 22 years of industry experience. He is a partner at Revolve Wealth Partners, LLC and has previously worked at Oppenheimer. In addition to his advisory role, Katz is an agent offering fixed insurance solutions through PKS Financial. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles, employing mutual funds, ETFs, individual securities, and third-party managers, with a focus on rebalancing and tax sensitivity.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Marianne D’alessandro is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 19 years of industry experience. She has been with Gagnon Securities since 2005. Outside of her advisory role, she provides administrative support for a family-owned real estate business. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, utilizing 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 both advisory and brokerage services.

Cynthia Raad is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameraudi Investment Services LLC and academic positions at Cornell University and Lebanese American University. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach that integrates fundamental, technical, and macro analysis. The firm serves both domestic and foreign clients and operates with a notable affiliation to an in-house broker-dealer and Interaudi Bank.

Jon Tarno is a financial advisor at Cornerstone Planning Group with 15 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Planning Group since 2015. Outside of his advisory role, he is involved in real estate investment through an LLC focused on renovating and selling properties. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing low-cost, passive investment strategies tailored to client objectives and risk tolerance.

Mark Traver is a CFA® charterholder with 13 years of industry experience. He has been with Neville, Rodie & Shaw Inc. since 2000 and is based in New York, NY. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s investment approach focuses on fundamental equity analysis, long-term holding periods, and a balanced allocation across asset classes tailored to client objectives and constraints.

James Di Stasi is a financial advisor at Retirable with six years of industry experience. He has held roles at J.P. Morgan Securities LLC, Merrill, and Bank of America prior to joining Retirable in 2024. He holds Series 63 and Series 66 licenses. Retirable serves individuals who are retired or approaching retirement, along with related trusts and retirement accounts, providing retirement-focused financial planning and discretionary investment management through a combination of online tools and advisor consultations. The firm manages approximately $300 million in discretionary assets and constructs diversified, ETF-based model portfolios tailored to clients' retirement plans and risk tolerance.

Alexander Orlando is a CFP® with 12 years of industry experience, currently serving as an advisor at Key Client Fiduciary Advisors, LLC. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. He is also involved with Realta Investments Advisors, Inc. and operates under the dba Tributary Wealth Management. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to manage portfolios.

Hunter Neumayer is a financial advisor at Retirable with a Series 65 designation and one year of industry experience. His prior roles include positions at Mariner Wealth Advisors, Avior Wealth Management, and TD Ameritrade. Outside of finance, he has worked in the restaurant industry and was involved with Video Game Box Protectors. 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 a digital-first approach combining online tools with advisor consultations and primarily implements diversified ETF portfolios through the Altruist platform.

John Benevides is a CFP® professional with five years of experience currently at Zoe Financial, Inc. He has previously worked at Rething Wealth, Ameriprise, OmniLYF, and has a background that includes time at Texas Tech University and Grimaldi's Pizzeria. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network, and also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs.

Christian Di Russo is a financial advisor with Altfest Personal Wealth Management in New York, NY. He holds the CFP®, ChFC®, and Series 66 designations and has over five years of industry experience, including prior roles at Withum Smith + Brown, PC and KPMG. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm emphasizes discretionary wealth and portfolio management supported by an investment committee and offers retirement-plan fiduciary services alongside participant education programs.

Jorge Pizarro Jr. is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Capital One Advisors, LLC, and Capital One Bank. BlackDiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for around 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning with a generally long-term, diversified approach that incorporates low-cost mutual funds, ETFs, and independent managers.

Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.

Scott Clements is a financial advisor at RMR Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Capital Management and Merrill Lynch, Pierce, Fenner & Smith Incorporated. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, using a combination of fundamental and technical investment analysis and leveraging third-party platforms and sub-advisers for manager selection and asset allocation.

Veronica Taylor is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ellevest. She previously worked at Northstar Money and Hudson Fusion, with a combined career spanning over two decades in the financial sector. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women invest and plan. The firm offers tailored portfolios based on clients' goals and risk tolerance, emphasizing strategic asset allocation and diversification, and supports its clients with tax-minimization techniques and impact investment options.