Lauren Blum is a financial advisor at Capital Counsel LLC with five years of industry experience. She works at Capital Counsel, a firm established in 1999 that currently includes six advisors. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental investment approach focused on selecting profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Edward Schechter is a financial advisor with Trivium Point Advisory, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been associated with Paradigm Financial Partners, LLC since 2018 and Kestra Financial Services, Inc. from 2016 to 2018. In addition to his advisory role, he is a CPA at Berkow, Schechter & Company LLP, a position he has held since 1987, and serves as a non-compensatory trustee. He is also involved with Fire Island Synagogue. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm provides customized portfolio management and financial planning services, employing fundamental analysis and diversified allocations, and integrates both internal and external management resources.

Feifei Xing is a CFP® professional with five years of experience at Altfest Personal Wealth Management in New York, NY. Her prior experience includes roles at OPMI Business School and Whitewood Group Inc (now MM Global Securities, Inc). Xing has worked exclusively with Altfest since 2018. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis with an investment committee overseeing portfolio management.

Caylea Schmitz Gursoy is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 designation and over seven years of experience in the industry. She has worked at Ameraudi Asset Management since 2018 and previously spent four years at Raymond James Financial Services / Interaudi Bank. Gursoy also serves as a compliance officer within Ameraudi’s affiliated entities. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts. The firm utilizes a macro, asset-allocation approach with diversified exposure mainly through index ETFs and offers both discretionary and non-discretionary portfolios.

Patricia Eiden is a financial advisor at Circle Advisers Inc with a Series 65 designation and two years of industry experience. She has been with Circle Advisers since 2017. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with financial planning and consulting. The firm focuses on fundamental analysis and employs a range of strategies including options for hedging or income, managing assets across multiple offices while maintaining a team-sized advisor structure.

Stephen Childs is a CFP® and CFA® with seven years of experience in financial advising. He has worked at Clear Harbor Asset Management, LLC since 2026 and previously spent 13 years at Bradley, Foster & Sargent, Inc. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a multi-asset class strategy that combines fundamental analysis with macro and cyclical insights, managing approximately $2.05 billion in assets as of year-end 2025.

Kevin Brooks is a financial advisor at Legacy Edge Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Tiaa for 16 years. Brooks is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on written Investment Policy Statements and employs a combination of fundamental, quantitative, and technical analysis across a range of asset classes.

Michael Manginelli is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Fortis Group Advisors since 2019 and previously was with MML Investors Services and MassMutual from 2013 to 2019. In addition to his advisory role, he has ownership interests in related insurance and investment businesses. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combined fundamental and technical analysis investment approach, focusing on institutional manager due diligence and tax-aware decisions, and offers a range of services including discretionary investment management, financial planning, and estate coordination.

Timothy Seymour is a financial advisor with Magnus Financial Group LLC and holds Series 65 and Series 63 credentials, with 16 years of industry experience. He previously worked at Seymour Asset Management LLC and Triogem Asset Management. Outside of advisory roles, he serves as a board member of Cheech and Chong Global, a consumer products company. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs a diversified investment approach with proprietary strategies and specialized operational features.

David Astorr is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wilmington Capital Securities since 2015. Astorr is the owner and sole proprietor of an investment-related business operating under daveastorr.com. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy to manage risk and enhance performance, utilizing a range of securities and analyses while maintaining client accounts with third-party custodians.

Michael Laderer is a financial advisor with Henley & Company Wealth Management LLC in Uniondale, NY, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Henley & Company Wealth Management since 2007 and has been affiliated with Henley & Company LLC since 2004. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm builds tailored portfolios based on client risk profiles, employing various analytical approaches and conducting ongoing monitoring and rebalancing.

Michael Jamison is a financial advisor at Griffin Asset Management, LLC in New York, NY, with 12 years of industry experience. He has held his current role since 2017 and previously worked at Lebenthal Asset Management from 2015 to 2017. He holds Series 63 and Series 65 licenses. Griffin Asset Management provides discretionary and non-discretionary investment management and customized wealth management for individuals, families, trusts, charities, and institutions. The firm employs active management techniques across core equity, fixed income, and alternative strategies, serving over 600 client relationships and managing nearly $1 billion in assets.

Tiera Mulligan is a financial advisor at Traphagen Financial Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Chase Investment Services Corp., and JPMorgan Chase Bank since 2011. 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 uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Finnan is a financial advisor with First American Asset Advisory, LLC in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Wilshire Securities, Inc. since 1997. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios and delivers both discretionary and non-discretionary services, including participation in a wrap-fee program.

Jack La Piana is an advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Quent Capital, he worked at Baker Tilly and The Wolf Group and has academic and work experience spanning from full-time student status to various roles in the private sector. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a long/short, small-cap oriented investment approach focused on thematic innovation and utilizes hedging and derivatives strategies.

Alex Shtaynberger is a financial advisor with Laidlaw Wealth Management LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Laidlaw Wealth Management since 2010 and has maintained a long-term association with Laidlaw & Company (UK) Ltd since 1999. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized portfolios using strategic asset allocation and a range of investment products, including no-load mutual funds, ETFs, structured products, and fixed-income securities, applying methodologies such as Modern Portfolio Theory and both fundamental and technical analysis.

Nicole Price is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Empirical Research Partners since 2003. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail clients.

Robert Rosenthal is a financial advisor with First Long Island Investors, LLC, holding a Series 63 designation and over 39 years of industry experience. He has been with First Long Island Investors since 1983 and serves as chairman, CEO, and chief investment officer. Additionally, Rosenthal has been a lead director at Global Industrial Company (formerly Systemax, Inc.) since 1995 and acts as trustee or co-trustee of trusts for family office clients and his own family. First Long Island Investors, LLC is a boutique wealth management firm serving individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation strategy with internally managed equity approaches and tailored fixed income allocations, while also sponsoring multiple private investment partnerships and executing side-by-side management with its principals.

Lore Gordon is a financial advisor at RMR Wealth Management with 37 years of industry experience. She has been with RMR Wealth Management in New York, NY since 2011. Gordon holds Series 63 and Series 65 licenses. RMR Wealth Management serves individuals, including high-net-worth clients, retirement plans, and corporate/business clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor portfolios across conventional and alternative strategies based on client objectives and risk tolerance.

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years at Capital Group Private Client Services. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm manages roughly $263 million in assets with a team of 14 advisors and primarily uses passive, asset-class-weighted portfolios supported by fundamental analysis.