Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Tara Romeo is a financial advisor at R & R Financial Planners, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Professional Physical Therapy for ten years before joining RNR Securities, LLC. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60 million for individual investors, high-net-worth clients, retirement plan participants, trusts, and non-public corporations. The firm provides discretionary portfolio management, comprehensive financial planning, third-party manager oversight, and annuity product management, employing a range of strategies including long-term, tactical, and income-oriented approaches along with the use of listed options and derivatives.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shufro, Rose & Co. since 2004, following a position at Cerity Partners LLC. Shufro, Rose & Co. offers 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 across a range of asset classes and manages approximately $2.46 billion in assets.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. in New York, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at Infor and B&H. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with pre-vetted registered investment advisers through its Advisor Network. The firm also offers a Wealth Platform providing reporting, administrative, sub-advisory, and wrap-fee services to RIAs, without managing client assets directly or charging users for referrals.

Sami Boghos is a financial advisor at Retirable with five years of industry experience. He holds a Series 65 designation and has previously worked at Policygenius and Greenwich Strategy. Retirable serves individuals who are retired or nearing retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolio options with regular portfolio reviews and rebalancing.

Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.

Scott Fullman is an investment advisor representative at Revere Wealth Management LLC with 38 years of industry experience. He has been with Revere Securities LLC since 2015 and spent a year at Olympian Investment Management, LLC in 2014. Fullman is also the president and founder of Fullman Technologies, Inc., which provides educational materials related to options trading, including authoring an options book. Revere Wealth Management LLC offers discretionary and non-discretionary portfolio management primarily for individual and institutional clients. The firm employs a research-driven investment approach that combines fundamental, technical, and macro analysis across various asset classes, tailoring portfolios to client objectives and providing both portfolio management and financial planning services.

Jennifer Weber is a CFP® and holds a Series 66 designation with 10 years of industry experience. She has worked at Weber Asset Management, Inc. since 2018 and previously spent six years at Morgan Stanley. Weber Asset Management provides discretionary investment management and financial planning services to individuals, corporations, and retirement plans. The firm constructs custom portfolios primarily using Fidelity no-load mutual funds and emphasizes thorough analysis and regular performance reporting, including quarterly and annual performance statements and market outlooks.

Edward Kim is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Old City Securities, Swiss Hill Advisors, and Hudson Executive Capital. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on non-discretionary portfolio management, financial planning, and referral services, with a client segmentation approach based on committed capital. The firm employs a broad investment universe and often recommends third-party managers while managing approximately $390 million in client assets.

William Wurm is a CFA® charterholder with over 31 years of industry experience. He has been with Beech Hill Advisors and its affiliated entities, including Point Windward Advisors, Inc., since 2001. Outside of his advisory role, he is a partner and member of Beech Hill Financial, LLC, where he assists in operations and opportunity identification. 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 employs a combination of fundamental, quantitative, qualitative, and technical analysis, including short sales and option strategies, managing approximately $358.6 million in client assets.

Mariano Henin is a CFP® professional with 20 years of industry experience, currently serving at Andrew Garrett Inc. since 2006. Prior to that, he worked at Globalstar Tesam Argentina for 19 years. He holds Series 63 and Series 65 licenses. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a multi-platform investment model with various advisory programs and works with multiple sub-advisers to implement strategies across ETFs, mutual funds, individual securities, and options.

Debra Noble is a CFP®-designated financial advisor at Blackdiamond Wealth Management, LLC with 18 years of industry experience. She has worked at Blackdiamond since 2020 and previously spent five years at UBS Financial Services. Noble is also a licensed insurance agent involved in the sale of commissionable insurance products. Blackdiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and ERISA retirement plan advisory services through a long-term, diversified investment approach.

Adam Godino is a financial advisor at SB Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for approximately 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, utilizing fundamental, technical, and qualitative analysis to tailor portfolios through mutual funds, ETFs, individual equities, and third-party managers.

Thomas Martin is a ChFC® with five years of industry experience and is based in New York, NY. He is part of Circle Advisers Inc., where he has been affiliated since 1981, which reflects a long tenure with the firm. Outside of his advisory role, Martin is involved in life insurance brokerage through affiliated entities such as Circle Consulting Group, Inc. and Circle Benefits Planning, Inc. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm manages client assets using fundamental analysis and a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, while maintaining a team-focused approach across multiple offices.

Frazer Rice is a financial advisor at Next Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Calamos Wealth Management LLC and Wilmington Trust. Rice is also president of Wealth Actually LLC, an IP holding company focused on public speaking, media, marketing consulting, and family education. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including engagements as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies and products across multiple offices.

Peter Devlin is an investment advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Aurora Private Wealth in 2017, he worked at Wealthstream Advisors and Andrew Garrett Inc. In addition to his advisory role, he serves as a Relationship Manager at Standard Pension Services, LLC, focusing on retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of 18 advisors, utilizing individualized portfolios, model portfolios, and independent managers with access to various third-party platforms and investment strategies.

Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Cole Flynn is a financial advisor at Flynn Zito Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, ALPS Distributors, and GraniteShares Inc. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with comprehensive wealth management, investment management, financial planning, and retirement consulting services. The firm employs a variety of investment strategies based on fundamental and technical analysis and operates as a team of seven advisors within LPL Financial’s hybrid RIA program.

Kaylin Colby is a financial advisor at Greenline Partners with a Series 65 designation and two years of industry experience. Prior to joining Greenline Partners, Kaylin worked at Otherworld and Heritage Tile, LLC, and attended the University of Wisconsin - Madison. Greenline Partners serves individual clients, trusts and estates, and institutional clients including foundations and family offices, providing discretionary portfolio management and consulting services. The firm employs a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes.

Edward Doherty is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Houlihan Lokey and Alastar LLC. 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 manages client accounts primarily on a non-discretionary basis and offers tailored onboarding arrangements based on committed capital.