Stephen Burke is a Series 63–licensed financial advisor with ARS Investment Partners, LLC, based in New York, NY. He has 35 years of industry experience, including over 10 years with ARS Investment Partners. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee approach combining macro and sector analysis with fundamental research to provide tailored portfolios, including separately managed accounts and ETF-based strategies.

Arden Gayle Santos is a financial advisor at Cross Border Wealth, LLC in New York, NY, holding a Series 65 designation. Santos has been with Cross Border Wealth since 2020, with prior experience at Concentrix and Interpublic Group. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting, primarily allocating client accounts to exchange-traded funds (ETFs).

Menachem Lerman is a financial advisor at Equinum, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Beth Rivkah and Robert Lubin & Associates. Equinum provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations, offering portfolio management, retirement-plan advisory, variable annuity management, family office services, and robo-advisor options. The firm uses both fundamental and technical analysis and combines proprietary robo-advisor models with traditional portfolio management, supported by an operational relationship with accounting firm Roth & Company LLP.

Mark Pankoff is a financial advisor at Wellington Shields & Co., LLC in New York, NY, holding a Series 66 designation with 15 years of industry experience. He worked at Oppenheimer & Co. Inc. from 2010 to 2018 before joining Wellington Shields, where he has been since 2018. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a range of investment methods and offering both advisory and brokerage account options.

Mustaque Choudhury is a financial advisor with Soulence Wealth Management in Astoria, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at several firms such as New York Life Insurance Company, Mass Mutual Life Insurance Company, and Penn Mutual Life Insurance Company. Soulence Wealth Management provides investment management and integrated financial planning primarily for individual clients, delivering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to alternative investments. The firm employs tailored strategies using a combination of asset allocation methods and analysis techniques, with continuous account monitoring and rebalancing.

William Platt is a CFP® with 23 years of industry experience. He has been with Momentum Advisors since 2014 and previously worked at Farther. Outside of his advisory work, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors is a registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, charitable institutions, foundations, pension plans, and small businesses. The firm emphasizes customized portfolio construction and ongoing monitoring, using mutual funds, ETFs, and third-party managers.

Steven Novack is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. He has been with Altfest since 2018 and previously worked as a financial services consultant from 2016 to 2018. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios with individualized strategies that incorporate fundamental, technical, and cyclical analysis, and sponsors several private pooled investment vehicles.

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Claraphi Advisory Network and West Advisory Group. Outside of his advisory work, he occasionally assists at an award-winning jazz club. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting, often utilizing exchange-traded funds alongside other investment vehicles.

Michelle Fuccella is a financial advisor at Forefront with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Forefront since 2022. Outside of her advisory role, she assists individuals and couples through the divorce process by helping them reach agreements on asset division. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual, business, and corporate clients with investment management and comprehensive financial planning. The firm offers customized portfolio solutions and a broad range of planning services, including estate and special-needs planning, supported by multiple offices and integrated related businesses.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. in New York, NY, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at WealthChoice, Cask, and Cisco Systems. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm employs a market efficiency and strategic asset allocation approach, offering discretionary management and support through a network model that includes paraplanning and community membership programs.

Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

Robert Goodman is a financial advisor at Strategic Wealth Management Group with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones from 2009 to 2012. Goodman has been with Strategic Wealth Management Group since 2016. Strategic Wealth Management Group provides discretionary and non-discretionary investment management and consulting services to individuals, including high-net-worth clients, pension and retirement plans, trusts, charitable organizations, and corporations. The firm employs customized asset allocation strategies using a combination of fundamental, technical, and modern portfolio theory analyses, including proprietary ETF portfolios and tactical investment approaches.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Avi Berg is a financial advisor at Satovsky Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of a cooperative housing tenant association, both unpaid roles. Satovsky Asset Management provides wealth management, financial planning, and investment management services to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $975 million in assets and employs a goals-based, tax-aware investment approach that blends low-cost passive strategies with selective active tilts and tax-sensitive techniques.

Harvey Wacht is a financial advisor at Shufro, Rose & Co., LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cerity Partners LLC and Purshe Kaplan Sterling Investments prior to his current role. Wacht serves as Senior Managing Director and portfolio manager for individual client accounts. 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.

Samandar Kasimov is a financial advisor at Avestar Capital, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Neuberger Berman LLC from 2016 to 2024 and Frisch Financial Group, Inc. since 2024. Avestar Capital manages approximately $2.06 billion for individual and high-net-worth clients, private investment funds, accredited investors, charities, and corporate entities. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, incorporating both active and passive management, options hedging, and, where appropriate, derivatives and leverage.

Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis and bottom-up stock selection across various portfolio models. The firm offers discretionary account management and advisory services supported by an investment committee and operates multiple branch offices with affiliations that provide dual-registration pathways for its financial professionals.

Nicolas Sitinas is a financial advisor with Papamarkou Wellner Perkin Advisors in New York, NY. He holds a Series 63 designation and has five years of industry experience, along with fourteen years at Papamarkou Wellner Asset Management, Inc. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across equity, credit, and alternative strategies.

Dawn Bodami is a financial advisor at Shulman DeMeo Asset Management, LLC, holding a Series 65 designation with 19 years of experience at the firm. She has been with Shulman DeMeo since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm uses a wrap fee program combining advisory, trade execution, custody, and reporting, and implements portfolios with a mix of index funds, ETFs, individual stocks, and bonds, generally recommending Charles Schwab as custodian.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.