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.

Henry Mccormack is a financial advisor at Laidlaw Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Laidlaw & Co (UK) Ltd since 2009. Outside of his advisory role, he coaches soccer for the Paramus Spartans SC and teaches chess at the GM Valery Filippov Chess Academy. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation with no-load or institutional mutual funds, ETFs, structured products, and fixed-income securities, and employs methods including Modern Portfolio Theory and both fundamental and technical analysis.

Alexandre Chasseriaud is a financial advisor at Transatlantique Private Wealth LLC in New York, NY. He holds a Series 65 designation and has eight years of industry experience, including prior roles at BNP Paribas and Credit Suisse Securities (USA) LLC. Transatlantique Private Wealth serves primarily high-net-worth individuals and private entities, focusing on cross-border portfolio management and asset allocation. The firm combines top-down macro analysis with bottom-up research and maintains operational ties to Banque Transatlantique and the Crédit Mutuel group.

John Levin is a financial advisor with Levin Capital Strategies, L.P. in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at affiliated entities including LCS Securities, LLC and LCS, LLC since 2006, and has served as managing general partner and chairman of several related investment management firms. Levin also chairs a tax-preparation subsidiary associated with his firm. Levin Capital Strategies, L.P. provides discretionary portfolio management and advisory services to individual and institutional clients, managing assets through long-only large-cap equity portfolios and a private investment fund. The firm employs a bottom-up, value-oriented investment process for separately managed accounts and operates a short/long alternative strategy in its private fund, which utilizes derivatives, leverage, and participates in IPOs and secondary offerings.

Bradley Small is a financial advisor at Point Windward Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beech Hill Securities, Inc. since 2020. Outside of finance, he is involved in a music publishing business, composing and licensing music for television and radio. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm uses a combination of fundamental, quantitative, and technical analysis, including strategies such as short sales and option writing, with portfolio management generally conducted on a discretionary basis.

Kevin Leahy is a financial advisor at Herold Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Herold & Lantern Investments, Inc., Bernard Herold & Co., Inc., and Locust Advisory LLC. Outside of advisory work, he serves as chairman of Locust Advisory LLC, providing consulting services related to strategic planning and business process reengineering, and is also active as an artist through MSL Galleries, LLC. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, and other institutions, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm uses both computer screening and fundamental analysis for security selection, emphasizing domestic large- and mid-cap securities with occasional foreign and municipal or corporate bond exposure.

Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at High Point from 2020 to 2024. Cottrell is based in New York, NY. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management for individual and institutional clients, managing roughly $78 million in assets across about 101 accounts. The firm combines fundamental, technical, and macro analysis to tailor portfolios across various asset classes, and offers financial planning and consulting services alongside portfolio management.

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Alexander Cripps is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. His prior experience includes work at H.G. Wellington & Co Inc since 2005. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across roughly 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

William Prendergast is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding a Series 65 designation with 20 years of industry experience. He has been with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with individualized, primarily discretionary supervision using a combination of fundamental, technical, and cyclical analysis alongside long- and short-term strategies.

Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios and engages third-party sub-advisers for specialized strategies, offering ongoing portfolio monitoring and comprehensive financial planning.

Jacqueline Sherry is a financial advisor at Revere Wealth Management LLC in New York, NY. She holds the Series 66 designation and has experience working at Merrill and Revere Securities LLC. Prior to her advisory roles, her background includes positions with Klamath Technology Credit Partners, Michael Sullivan, and several companies in the hospitality sector. Revere Wealth Management LLC manages discretionary and non-discretionary portfolios for individual and institutional clients, blending fundamental, technical, and macro analysis with an emphasis on research and business valuation. The seven-advisor team offers tailored portfolio management alongside financial planning and consulting services.

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, managing about $879 million in regulatory assets across roughly 400 client relationships. The firm focuses on discretionary and non-discretionary portfolio management and asset allocation advice with an emphasis on cross-border needs, leveraging proprietary modeling and affiliated European research teams.

Jeffrey Hanson is a financial advisor at Traphagen Financial Group with 14 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2012. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis and offers both discretionary investment management and fee-for-service planning, with integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Chris Heintz is a financial advisor at Perennial with 10 years of industry experience. He holds a Series 65 designation and has worked at Perennial Advisors LLC since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, providing wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and the use of derivatives and borrowing within separately managed accounts.

Michael George is a financial advisor at Watts Capital Partners LLC with 16 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Watts Capital since 2016. Prior to that, he worked at Global Arena Capital Corp for nine years. Michael serves as a co-trustee for a trust account under New York State law, a role he has held since 1984. Watts Capital Partners serves individual and family clients, business owners, and enterprises, including Gen X/Gen Y professionals and clients navigating divorce. The firm offers comprehensive financial planning and investment management services, employing a mix of core, tactical, and alternative strategies, and uses proprietary quantitative models alongside derivatives and options strategies.

Cesar Flotat is a financial advisor at Transatlantique Private Wealth LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Banque Transatlantique, Deloitte, and educational institutions such as IAE Lille and HEI Lille. Outside of advisory roles, he has experience with a company named August Porsche Addiction and extended travel. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management focused on cross-border needs. The firm emphasizes tailored asset allocation using proprietary modeling and benefits from its operational ties to Banque Transatlantique and the Crédit Mutuel group.

Michael Fishman is a financial advisor with NerdWallet Wealth Partners, LLC in New York, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining NerdWallet Wealth Partners, he worked at Goldman Sachs for nine years and spent a year in extended travel. NerdWallet Wealth Partners serves individual and high-net-worth clients, as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a team approach and primarily implements passive, asset-class-weighted portfolios supplemented with fundamental analysis, offering access to alternative investments and employing third-party sub-advisers for specialized strategies.

Jason Mahabirsingh is a financial advisor at Momentum Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Credit Suisse Securities (Canada) Inc. and Credit Suisse First Boston, where he worked for a combined 19 years before becoming self-employed from 2018 to 2022. Momentum Advisors serves individual and organizational clients such as families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, investment management, and consulting services. The firm builds customized portfolios based on clients’ risk profiles and time horizons, using both discretionary and non-discretionary management approaches alongside third-party managers and subadvisers.