Lorenzo Lorenzotti is a financial advisor at Papamarkou Wellner Perkin Advisors with 17 years of industry experience. He holds the Series 63 designation and has worked at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. since 2011. Lorenzotti serves on the board of directors of Auguri Corporation, a position he has held since 2004 without remuneration. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets and provides discretionary investment management and consulting services to high-net-worth individuals, family offices, endowments, foundations, pensions, and other entities. The firm employs proprietary analytical modeling and a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring across various strategies.

Tassos Recachinas is a CFA® charterholder with 12 years of industry experience and has been with Sophis Investments LLC since 2008. He holds Series 65 and Series 63 licenses and serves as managing member of Sophis GP LLC, a strategic advisory and consulting firm, as well as manager of Sophis Apizza Partners, LLC. He is also a licensed real estate salesperson in Connecticut and an officer of several early-stage privately held companies. Sophis Investments LLC is a five-advisor team firm that provides discretionary portfolio management and tailored advisory services to individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focused on long-term holdings and manages separately managed accounts with an option for performance-based fees for qualified clients.

Ryan Hughes is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Goldman Sachs for nine years and at Graham & Walker for one year. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm operates with multiple affiliated entities and serves a diverse client base, managing accounts primarily on a non-discretionary basis.

Michael Coleman is a CFP® with eight years of industry experience, currently serving as an advisor at Retirable since 2020. His prior roles include positions at Equity Multiple, Betterment, and Merrill. Retirable primarily serves individuals who are retired or approaching retirement, along with trusts and retirement accounts, offering financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, model portfolio options, and regular portfolio reviews under a fiduciary standard.

Steven Troccoli is a financial advisor at Seasons of Advice Wealth Management with 28 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes 20 years at Ameriprise Financial Services and leadership roles at Seasons Of Advise and SOA Wealth Advisors. Outside of advising, he is involved with a family real estate holding corporation. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families by providing financial planning and discretionary investment management. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, and employs outside partners for specialized fixed-income portfolio management while maintaining oversight of client accounts.

Jonathan Shaban is a CFA® charterholder with three years of industry experience. He currently works at Avestar Capital, LLC and previously held roles at Overbrook Management Corp. and Bank of America Private Bank. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private funds, and institutional investors. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Michael Riccardi is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at United Asset Strategies since 2009 and previously spent seven years with Pinnacle Associates, Ltd. Outside of his advisory role, Riccardi is a managing member and one-third owner of EME Asset Management, LLC, and a principal and one-third owner of 360 Family Office Advisor, LLC, which provides consulting for small privately held companies. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a range of clients including individuals, trusts, and corporations. The firm manages over $2.2 billion in assets and employs a diversified, tailored investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management with advanced implementation techniques.

Charles Martin is a CFP® at Circle Advisers Inc with 12 years at the firm and 5 years of industry experience. He is also licensed as an insurance agent. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services alongside financial planning and retirement plan consulting. The firm employs a fundamental analysis approach with a range of investment strategies, including options, and manages assets across multiple offices while maintaining a team-sized advisor structure.

Nicolas Suarez is a financial advisor at Evolve Private Wealth, LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at MJP Wealth Advisors, Zilo International Group, FactSet Research Systems, and Baxter Investment Management. Outside of finance, he has experience working with Cornell Fitness Centers and Norwalk Sailing School. Evolve Private Wealth, LLC provides wealth management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a fundamental, long-term investment approach with diversified portfolios and incorporates independent managers, alternative investments, and AI-supported research tools.

Neil Gagnon is a financial advisor at Gagnon Securities, LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gagnon Securities since 1999. Outside of his advisory role, he is the owner of an ice cream shop and serves as a trustee of the Gagnon Family Foundation, which makes charitable contributions to various organizations. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and affiliated pooled vehicles.

Jacques Cattier is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He previously worked for Security Asset Management, Inc. for 26 years before joining Clear Harbor in 2022. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-asset class approach combining bottom-up fundamental analysis with top-down macro and cyclical views across various investment vehicles.

James Thompson is a ChFC® credentialed financial advisor with 43 years of industry experience. He currently serves at Trivium Point Advisory, LLC and is also registered with LPL Financial. His prior experience includes roles at MassMutual, Metlife Securities, Barnum Financial Group, and National Planning Corporation. Outside of advisory services, Mr. Thompson is a licensed insurance agent. Trivium Point Advisory LLC is a multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized portfolio management and comprehensive financial planning.

Douglas Augenthaler is a CFP® and CFA® charterholder with five years of industry experience. He has been with Palumbo Wealth Management LLC since 2020 and previously worked at Highbrace Advisors LLC for seven years. Palumbo Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, and businesses. The firm uses a primarily long-term, fundamentals-driven investment approach combined with tactical tools, and it offers customized portfolios along with plan-level and participant-level services.

Steven Glass is a financial advisor at Shufro, Rose & Co., LLC in New York, NY, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shufro, Rose & Co. since 1988. Prior to his current role, he was associated with Wealth Enhancement Group and Wealth Enhancement Advisory Services starting in 2026. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.

Jonathan Robohm is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2001. Robohm is a partner at Gagnon Administrative Services and co-manages the GIS Fund of Funds. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer and offers brokerage services for retirement and non-retirement accounts.

Sara Rosenberg is a financial advisor at Spartan Capital Private Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Mass Mutual. Rosenberg also serves as co-associate director of Emotions Matter, a charitable organization supporting people affected by Borderline Personality Disorder, where she is involved in strategic growth operations. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives and risk tolerance.

Denis Baftiq is a CFP® professional at Midfield Private Wealth, LLC with one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Merit Financial Group. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $528 million in client assets using a combination of passive index exposures and selective active management, with an emphasis on strategic and tactical asset allocation and ongoing manager oversight.

Daniel Bussiculo is a financial advisor at Masterworks Advisers, LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Masterworks Advisers provides investment advice to individual and high-net-worth investors focused exclusively on securitized art investments issued by Masterworks affiliates. The firm uses a rules-based investment process informed by art market research, internal appraisals, and an allocation model to recommend long-term art-related securities accessed via the Masterworks platform.

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds a salaried administrative position at Spire Securities, LLC. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across publicly traded securities, mutual funds, ETFs, and, when suitable, privately held or illiquid alternative investments. The firm’s investment process involves client participation in setting objectives and ongoing portfolio monitoring, and it is notable for its active management and sponsorship of pooled investment vehicles and private funds.