Simon Arrata is a financial advisor with Traynor Capital Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Harvest USA, Sowell Management, Triad Advisors, Targeted Financial Services, and Harvest Krane Investments. He is also the owner of Cooperative Financial, LLC, an advisory firm based in Miami Beach, FL. Traynor Capital Management serves individual and high-net-worth investors as well as corporate pension, 401(k), and charitable/institutional clients. The firm uses a proprietary security-selection process and model-based portfolio strategies focusing on direct equity ownership, combining fundamental, technical, and charting analysis across various market capitalizations and international categories.

Gregory Lesko is a CFA® charterholder based in New York, NY, with four years of industry experience. He is affiliated with Deltec Asset Management LLC, where he has worked since 2001. Deltec Asset Management LLC provides discretionary investment management for pooled investment vehicles and separately managed accounts, serving clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an actively managed, fundamental security-level research approach focused on positive absolute returns by targeting out-of-favor sectors and underfollowed opportunities, with an emphasis on special situations and tailored investment solutions.

Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Henry Asher is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with The Northstar Group since 1986 and is also affiliated with Osaic Wealth Inc. since 1989. In addition to his advisory role, he serves as President and Chief Compliance Officer of The Northstar Group and is a licensed insurance agent. The Northstar Group, Inc. is a team of five advisors managing discretionary portfolios and providing comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment to tailor investment strategies, supported by extensive research and regular reporting.

Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.

Dean Mcbeth is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, and Royal Alliance Associates. Outside of advising, he serves as secretary for Creativision Inc., an arts and performing arts organization, and treasurer for the Cortlandt Democratic Committee. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Aaron Kennon is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He holds a Series 63 designation and has been with Clear Harbor since 2009. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pooled vehicles, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs, and manages approximately $1.743 billion in assets.

Brian Mayer is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Dinosaur Securities, LLC and RMR Wealth Management since 2010. RMR Wealth Management serves individuals, high-net-worth clients, retirement plans, and corporate/business clients through discretionary portfolio management and multiple managed-account programs, utilizing third-party platforms and a variety of investment strategies tailored to client objectives and risk tolerance.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Marianne D’alessandro is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 19 years of industry experience. She has been with Gagnon Securities since 2005. Outside of her advisory role, she provides administrative support for a family-owned real estate business. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, utilizing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering both advisory and brokerage services.

Cynthia Raad is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameraudi Investment Services LLC and academic positions at Cornell University and Lebanese American University. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach that integrates fundamental, technical, and macro analysis. The firm serves both domestic and foreign clients and operates with a notable affiliation to an in-house broker-dealer and Interaudi Bank.

Mark Traver is a CFA® charterholder with 13 years of industry experience. He has been with Neville, Rodie & Shaw Inc. since 2000 and is based in New York, NY. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s investment approach focuses on fundamental equity analysis, long-term holding periods, and a balanced allocation across asset classes tailored to client objectives and constraints.

John Benevides is a CFP® professional with five years of experience currently at Zoe Financial, Inc. He has previously worked at Rething Wealth, Ameriprise, OmniLYF, and has a background that includes time at Texas Tech University and Grimaldi's Pizzeria. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network, and also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs.

Christian Di Russo is a financial advisor with Altfest Personal Wealth Management in New York, NY. He holds the CFP®, ChFC®, and Series 66 designations and has over five years of industry experience, including prior roles at Withum Smith + Brown, PC and KPMG. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm emphasizes discretionary wealth and portfolio management supported by an investment committee and offers retirement-plan fiduciary services alongside participant education programs.

Santo Vicenzino is a financial advisor at Cove Private Wealth, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, sector, and qualitative analysis to build diversified portfolios and employs a wide range of investment instruments, including options strategies within separately managed accounts.

Jorge Pizarro Jr. is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Capital One Advisors, LLC, and Capital One Bank. BlackDiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for around 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning with a generally long-term, diversified approach that incorporates low-cost mutual funds, ETFs, and independent managers.

Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.

Eric Meermann is a CFP® professional with nine years of experience at Palisades Hudson Asset Management, L.P. in Stamford, CT. He has been with the firm since 2004, holding a vice president role at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing using primarily mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts, including private equity funds, and provides retirement plan consulting and fiduciary services.

Scott Clements is a financial advisor at RMR Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Capital Management and Merrill Lynch, Pierce, Fenner & Smith Incorporated. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, using a combination of fundamental and technical investment analysis and leveraging third-party platforms and sub-advisers for manager selection and asset allocation.

Kevin Hamilton is a financial advisor with Aspire Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He is also involved with Hamilton Cavanaugh & Associates, Inc. and has a minority ownership interest in Upscale Enterprises, LLC, a car wash business. Aspire Advisors provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and employee benefit plans. The firm uses a combination of fundamental and technical analysis and typically implements model portfolios with mutual funds and ETFs tailored to client needs.