Willis Taylor is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2005. Outside of his advisory role, Taylor is the managing member of Old Growth Partners, a long/short equity hedge fund, and co-managing member of Darwin Partners LP, another long/short equity hedge fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation, combining company meetings, site visits, and industry research.

David Palamar is a financial advisor at Patriot Investment Management Group Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 19 years. Patriot Investment Management Group serves individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

William Hayes is a financial advisor at Wellington Shields & Co., LLC with one year of industry experience. He holds a Series 66 designation. Hayes is the founder of Rondevoo LLC, a non-investment business that previously operated a platform allowing fans to Facetime with college athletes. 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 and employs a range of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She has been with Grandfield & Dodd, LLC since 2016 and previously worked at Third Avenue Management from 2013 to 2016. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach focused on valuation, diversification, and integration of tax and estate planning, while also incorporating socially responsible investing and tax-sensitive municipal strategies.

Richard Ciuba is a financial advisor with Argus Investors' Counsel, Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His background includes roles at H.D.Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutions such as investment companies, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a bottom-up stock selection process and a long-term, low-turnover approach for its Core Equity strategies, while also licensing model portfolios and offering specialized strategies that integrate research with rule-based and active management.

Leo Marzen is a financial advisor at Bridgewater Advisors Inc. with 19 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Bridgewater Advisors since 1993. Bridgewater Advisors Inc. manages approximately $2.14 billion for around 540 clients through a multi-advisor team, offering discretionary portfolio management, financial planning, consulting, and optional tax-preparation services. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes and provides oversight of private investment funds and other investment-company interests.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Madison Mount is a CFP® professional at Francis Financial with four years of industry experience. Prior to joining Francis Financial, Madison worked at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment management and comprehensive financial and divorce financial planning, with services tailored through individual investment policy statements and a combination of discretionary and non-discretionary management strategies.

Anthony Vivona is a financial advisor at Beech Hill Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at JDX Consulting and Tulane University. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis methods and manages approximately $358.6 million in client assets.

Jeffrey Dziegielewski is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He has worked at The Northstar Group, Inc. and Royal Alliance since 2017, and previously at Monticello Consulting Group from 2012 to 2017. In addition to his advisory role, he is also licensed as an insurance agent. The Northstar Group, Inc. is a five-advisor team managing discretionary portfolios and providing financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment, supports investment decisions with extensive research, and typically operates under discretionary authority.

Daniel Smith is a CFP® and Series 65-licensed financial advisor at LIDO with two years of industry experience. He previously worked at Exchange Capital Management Inc for six years and has a background including Michigan State University and a brief role in pediatric dentistry. LIDO serves a diverse client base including high-net-worth individuals, family offices, pensions, and trusts, offering investment management, financial planning, family office, and fiduciary services. The firm employs an integrated wealth management approach featuring core equity, fixed income, alternatives, and derivatives, and manages accounts primarily on a discretionary basis while providing tailored asset allocation and access to private funds and options platforms.

Ankur Patel is a CFA® charterholder with 11 years of industry experience. He has been with Ellevest since 2019 and previously worked at Lenox Wealth Advisors, MML Investors Services, and Credit Suisse Securities. Patel holds a Series 66 license and is based in New York, NY. Ellevest is a registered investment adviser focused on serving women and their households with discretionary portfolio management, comprehensive financial planning, and educational workshops. The firm emphasizes strategic asset allocation and values-aligned investing, offering philanthropic advisory services and access to alternative and private investments for eligible clients.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years and Certuity for one year before joining Serenus in 2024. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a mix of fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and periodic rebalancing to align portfolios with client objectives.

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.

Blair Cohen is a financial advisor at GoalVest Advisory LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mizuho Securities USA LLC and Guggenheim Securities, LLC. Cohen serves as an advisory board member of Alervio, a non-investment-related role. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, offering portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term portfolios that often include public equities, fixed income, ETFs, options, and private investments.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2004. Based in New York, NY, he is part of a firm known for long tenures among senior advisors and serving multiple generations of families. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm offers discretionary and non-discretionary portfolio management with a long-term investment approach, utilizing a range of equity, fixed income, and alternative strategies tailored to client objectives.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Zoe Financial since 2022. Prior to that, he was employed at Infor and B&H and attended Syracuse University. Zoe Financial, Inc. provides an online referral service that connects individual and high-net-worth users to third-party registered investment advisers through its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which delivers reporting, administrative, and sub-advisory support to participating RIAs, focusing on referrals and platform services rather than directly managing retail client accounts.

Sami Boghos is a financial advisor at Retirable with four 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, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans, implementing diversified ETF portfolios primarily through the Altruist platform.

Eric Maidenberg is a financial advisor at Blue Square Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has held roles at UBS Financial Services, UBS Hedge Fund Solutions, and Bankers Capital International. He is also the owner and operator of EJM Impact Solutions Inc., a business consultancy serving early to mid-stage companies on behalf of family offices. Blue Square Asset Management, LLC is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm employs a proprietary Dynamic Cash Allocation® process combining quantitative and qualitative approaches to manage exposures across various asset classes, including equities, bonds, commodities, alternatives, and cash.

Jared Goldstine is a financial advisor at Stirlingshire Investments with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, Cistron Investment Advisors, and RBJ Financial Group. Goldstine serves as vice president of First Choice Networking Group, a professional networking organization, on a volunteer basis. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple analytical methods and offers a range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles.