Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at High Point from 2020 to 2024. Cottrell is based in New York, NY. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management for individual and institutional clients, managing roughly $78 million in assets across about 101 accounts. The firm combines fundamental, technical, and macro analysis to tailor portfolios across various asset classes, and offers financial planning and consulting services alongside portfolio management.

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Alexander Cripps is a CFA® charterholder with 23 years of industry experience, currently working at Wellington Shields & Co., LLC since 2009. Prior to this, he was with H.G. Wellington & Co Inc for five years. In addition to his role at Wellington Shields, he serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection and a variety of investment strategies to manage client portfolios.

William Prendergast is a financial advisor at Altfest Personal Wealth Management with 21 years of industry experience. He holds a Series 65 designation and has been associated with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to a diverse client base, including high-net-worth individuals, retirement plans, and trusts. The firm manages portfolios primarily on a discretionary basis using fundamental, technical, and cyclical analysis, supported by an investment committee that oversees security selection and rebalancing.

Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC serves individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm primarily employs passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers.

Jacqueline Sherry is a financial advisor at Revere Wealth Management LLC in New York, NY. She holds the Series 66 designation and has experience working at Merrill and Revere Securities LLC. Prior to her advisory roles, her background includes positions with Klamath Technology Credit Partners, Michael Sullivan, and several companies in the hospitality sector. Revere Wealth Management LLC manages discretionary and non-discretionary portfolios for individual and institutional clients, blending fundamental, technical, and macro analysis with an emphasis on research and business valuation. The seven-advisor team offers tailored portfolio management alongside financial planning and consulting services.

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, managing about $879 million in regulatory assets across roughly 400 client relationships. The firm focuses on discretionary and non-discretionary portfolio management and asset allocation advice with an emphasis on cross-border needs, leveraging proprietary modeling and affiliated European research teams.

Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

Chris Heintz is a financial advisor at Perennial with 10 years of industry experience. He holds a Series 65 designation and has worked at Perennial Advisors LLC since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, providing wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and the use of derivatives and borrowing within separately managed accounts.

Michael George is a financial advisor at Watts Capital Partners LLC with 16 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Watts Capital since 2016. Prior to that, he worked at Global Arena Capital Corp for nine years. Michael serves as a co-trustee for a trust account under New York State law, a role he has held since 1984. Watts Capital Partners serves individual and family clients, business owners, and enterprises, including Gen X/Gen Y professionals and clients navigating divorce. The firm offers comprehensive financial planning and investment management services, employing a mix of core, tactical, and alternative strategies, and uses proprietary quantitative models alongside derivatives and options strategies.

Cesar Flotat is a financial advisor at Transatlantique Private Wealth LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Banque Transatlantique, Deloitte, and educational institutions such as IAE Lille and HEI Lille. Outside of advisory roles, he has experience with a company named August Porsche Addiction and extended travel. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management focused on cross-border needs. The firm emphasizes tailored asset allocation using proprietary modeling and benefits from its operational ties to Banque Transatlantique and the Crédit Mutuel group.

Michael Fishman is a financial advisor with NerdWallet Wealth Partners, LLC in New York, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining NerdWallet Wealth Partners, he worked at Goldman Sachs for nine years and spent a year in extended travel. NerdWallet Wealth Partners serves individual and high-net-worth clients, as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a team approach and primarily implements passive, asset-class-weighted portfolios supplemented with fundamental analysis, offering access to alternative investments and employing third-party sub-advisers for specialized strategies.

Jason Mahabirsingh is a financial advisor at Momentum Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Credit Suisse Securities (Canada) Inc. and Credit Suisse First Boston, where he worked for a combined 19 years before becoming self-employed from 2018 to 2022. Momentum Advisors serves individual and organizational clients such as families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, investment management, and consulting services. The firm builds customized portfolios based on clients’ risk profiles and time horizons, using both discretionary and non-discretionary management approaches alongside third-party managers and subadvisers.

Karen Altfest is a CFP® professional with 13 years of industry experience. She is affiliated with Altfest Personal Wealth Management, where she has worked since 2009, and previously from 1995 to 2003. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm manages individualized portfolios primarily on a discretionary basis using fundamental, technical, and cyclical analysis, and offers a range of retirement-plan services alongside its wealth management offerings.

Steven Shaiman is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2018, he worked at Calton & Associates, Inc. for 13 years. Outside of his advisory role, Shaiman provides tax and accounting services as a CPA and holds a real estate license. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities with financial planning, consulting, and portfolio management. The firm offers customized portfolios and a combination of advisory, brokerage, and insurance products.

Daniel Hayes is a financial advisor at Argos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bessemer Trust Company, N.A. for 21 years. Hayes is a limited partner in a restaurant business, Eatdrinknj LLC, located in Milburn, NJ. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation approach and integrates financial planning into portfolio management, employing a variety of investment vehicles and third-party managers tailored to client needs.

John Lyle Jr. is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Prudential Equity Group, LLC. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm employs a variety of portfolio management strategies, including buy-and-hold and active trading, and offers clients both discretionary and non-discretionary account management options.

Preston Buhrmaster is a financial advisor at Zoe Financial, Inc. in New York, NY, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Everlaw and Aflac, as well as experience with a CPA firm and his own company, JH Buhrmaster CO. 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, providing reporting and administrative support to participating RIAs, focusing on referrals and platform services rather than direct retail account management.

Philip Oppenheimer is a financial advisor at Oppenheimer + Close, LLC in New York, NY, with 11 years of industry experience and a Series 63 designation. He has worked at Oppenheimer + Close since 2006. In addition to his advisory role, he is a managing member of OppVest, LLC, which serves as the general partner of three investment partnerships. Oppenheimer + Close provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and retirement plan participants. The firm employs a long-term value investing approach focused on fundamental research and balance-sheet strength, while also managing multiple private partnerships that pursue opportunistic strategies through affiliated pooled investment vehicles.