Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.

John Gavin III is a financial advisor at Empirical Research Partners LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Empirical Research Partners since 2016. The firm provides data-driven research and on-request investment advice exclusively to institutional investors such as money managers, hedge funds, insurance companies, and broker-dealers in the U.S. and abroad. Empirical’s advisory approach combines quantitative macroeconomic and industry data with statistical analysis to support institutional clients’ decision-making without managing individual client assets.

Scott Fessler is a CFP® professional with 30 years of experience in financial advising, currently with Woodstock Wealth Management, Inc. He previously worked at St Bernard Financial Services and Woodstock Financial Group. Outside of advising, he owns and operates several businesses including mortgage loan origination and solar energy solutions. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies alongside a distinctive performance-based fee program.

David Poppe is a financial advisor at Giverny Capital Asset Management with 17 years of industry experience. He has held roles at Ruane, Cunniff & Goldfarb and Sequoia Fund, Inc. He also serves as a director of Central Securities Corporation, a closed-end fund, where he participates in investment discussions and board activities. Giverny Capital Asset Management provides discretionary equity-focused investment management to individuals, trusts, and other entities. The firm employs a fundamental, value-oriented approach to construct concentrated portfolios and emphasizes a long-term, low-turnover strategy.

Katia Del Muro Suarez is a financial advisor with Quent Capital, LLC, holding a Series 65 designation and based in New York, NY. She has worked at Quent Capital since 2023 and has prior experience at MSCI Inc and InverCap Afore. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and consulting services with strategies that include derivatives, hedging, and tax-loss harvesting.

Robert Marton is a CFP® with 26 years of experience in the financial industry. He is currently an advisor at IDB Lido Wealth, LLC and has previously worked at Lido Advisors, Bank of America, and Merrill. Mr. Marton serves on the investment committee for Ruth & Norman Rales Jewish Family Services and is a committee member of the Jacobson Jewish Community Foundation. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm provides investment management, financial planning, family office, and retirement and estate planning services to a wide range of clients, utilizing a multi-asset allocation approach and sub-advisory relationships.

Ann Thibodeau is a financial advisor at Bridgewater Advisors Inc. with 19 years at the firm and five years of industry experience. She holds a Series 63 designation. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes with a mix of actively managed and index-related strategies, supported by regular portfolio reviews and due diligence on third-party managers.

Jeff Blick is a financial advisor at Fusion Family Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has been with Fusion Family Wealth since 2013. Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high-net-worth clients, related trusts and estates, and pension and profit-sharing plans. The firm customizes asset allocations and investment policy statements based on client objectives, time horizon, and risk tolerance, utilizing mutual funds, ETFs, and independent managers.

George Jarvinen is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 65 designation. He has been with Oppenheimer + Close since 2021 and has prior experience with TAG Financial Institutions Group and in educational roles at St. Lawrence University and Edina High School. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities, offering discretionary portfolio management and coordinated financial planning tailored to client objectives.

Allison Sajkoski is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with United Asset Strategies Inc., where she has worked since 2018, including prior roles at KPMG LLP and Nawrocki Smith. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in assets using a team-based advisory model with diversified, tailored portfolios and active risk management strategies.

Baron Hilliard is a financial advisor at Momentum Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual in various capacities from 2018 to 2025. He is the founder and president of Love, Black People, a nonprofit organization based in New Jersey. Momentum Advisors is a registered investment adviser serving individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm focuses on customized portfolio construction, ongoing monitoring, and individualized financial planning using a variety of investment vehicles and third-party managers.

Gregg Fisher is a CFP® and CFA® with 32 years of industry experience. He is the founder and portfolio manager at Quent Capital, LLC, where he has worked since 2020. Fisher also owns Gerstein Tax Services, LLC, a tax-preparation and consulting business, which he has operated since 2019. His prior work experience includes roles at American Elm Distribution Partners, American Portfolios Financial Service, and several entities affiliated with Gerstein Fisher. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets. The firm serves individual and high-net-worth clients as well as investors in a private pooled vehicle and employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation in its investment approach.

Yi Liu is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 63 designation with 14 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners serves an exclusively institutional client base, including investment managers, hedge funds, broker-dealers, and insurance companies, by providing data-driven subscription research and customized investment advice. The firm combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or offer retail services.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.

Benjamin Lichaa is a financial advisor with Quent Capital, LLC in New York, NY, holding a Series 65 designation and over a decade of industry experience. He worked at Hildred Partners LLC from 2015 to 2025 before joining Quent Capital in 2026. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm combines fundamental, quantitative, and strategic asset allocation methods and employs hedging and derivatives strategies as part of its portfolio management.

James Cloudman Jr. is a financial advisor with Fusion Family Wealth, LLC in Woodbury, NY. He holds four years of industry experience and has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policy statements with ongoing portfolio monitoring.

Tara Korkus is a CFP® professional at Altfest Personal Wealth Management with six years of industry experience. She previously worked at JJ Burns & Company and spent four years at the University of Delaware. Altfest Personal Wealth Management serves individuals, retirement plans, trusts, corporations, and private funds by providing investment management, financial planning, and ERISA fiduciary services. The firm employs fundamental, technical, and cyclical analysis to develop individualized investment policies, offering discretionary portfolio management and fiduciary services for retirement plans.

Cynthia Somer is a financial advisor at United Asset Strategies Inc. with 4 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Asset Strategies since 2014. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and uses a team-based advisory model emphasizing diversified, tailored portfolios that include active fixed-income management and option strategies.

Joseph Filosa is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor and partner at Opal Wealth Advisors, LLC. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of financial advising, he is involved in consulting and sales for Brooklyn Tile & Design, LLC, a retail business specializing in tile, marble, and kitchen cabinets, and holds partnerships in related design and construction ventures. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process utilizing proprietary model portfolios, quantitative and qualitative screening, and access to independent managers through UMA platforms, while supporting clients with ongoing monitoring and educational events.

Alison Tranchida is a Series 63 licensed advisor with 24 years of industry experience, currently with Gagnon Securities, LLC since 2003. She is a partner involved in operational support through Gagnon Administrative Services and participates in investing activities with the Gagnon Securities Partners Fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing 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 managing affiliated pooled vehicles and partner funds.