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.

James Di Stasi is a financial advisor at Retirable with six years of industry experience. He has held roles at J.P. Morgan Securities LLC, Merrill, and Bank of America prior to joining Retirable in 2024. He holds Series 63 and Series 66 licenses. Retirable serves individuals who are retired or approaching retirement, along with related trusts and retirement accounts, providing retirement-focused financial planning and discretionary investment management through a combination of online tools and advisor consultations. The firm manages approximately $300 million in discretionary assets and constructs diversified, ETF-based model portfolios tailored to clients' retirement plans and risk tolerance.

Hunter Neumayer is a financial advisor at Retirable with a Series 65 designation and one year of industry experience. His prior roles include positions at Mariner Wealth Advisors, Avior Wealth Management, and TD Ameritrade. Outside of finance, he has worked in the restaurant industry and was involved with Video Game Box Protectors. 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 digital-first approach combining online tools with advisor consultations and primarily implements diversified ETF portfolios through the Altruist platform.

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.

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.

Scott Clements is a financial advisor at RMR Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RMR Wealth Management in 2025, he worked at Fountainhead Capital Management for eight years and Merrill for seven years. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor investment portfolios based on client objectives, time horizon, and risk tolerance, employing a range of conventional and alternative strategies.

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.

Robert Sollazzo is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Quent Capital, LLC and has previously worked at Cerity Partners LLC, SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Before entering the financial advisory field, he was employed at Hamilton College for four years. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving 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, utilizing ETFs, mutual funds, individual equities, and derivatives within its strategies.

Benjamin Shapiro is a CFA charterholder with experience at Quent Capital, LLC since 2025. He previously worked at Basswood Capital Management, LLC from 2019 to 2025, as well as at Hedgeserv and Morgan Stanley Capital Group Inc. His career in the financial industry spans several roles across investment management firms. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients along with 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 financial planning services.

Andoni Yturralde is a financial advisor at Cross Border Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross Border Wealth since 2017, following five years at deVere USA. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Gregory Mallia is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked with Fortitude Advisory Group since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial, LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors offering portfolio management and third-party manager selection, among other services, and maintains multiple affiliated entities and offices.

Michael Lamagna is a financial advisor with Traphagen Financial Group, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2019 and at E*TRADE Capital Management and E*TRADE Securities since 2015. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate planning services alongside investment advice.

Rochester Cahan is a CFA® charterholder with 19 years of industry experience, currently serving at Empirical Research Partners LLC since 2013. He holds a Series 63 designation and is based in New York, NY. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, using quantitative models that combine macroeconomic and statistical analysis to support equities and portfolio strategy decisions. The firm primarily operates as a broker-dealer and serves an international institutional subscriber base without managing individual client assets.

Michael Santucci is a financial advisor at Flagstar Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Flagstar Securities in 2026, he worked at Flagstar Advisors and Signature Securities Group Corp. Santucci also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. offers investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and employs a diversified approach including mutual funds, ETFs, alternative investments, and third-party managers.

Essa Athar is a financial advisor with Flagstar Securities, Inc. based in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Flagstar, Essa has worked at firms including Zions Bancorporation, Columbia University, Citigroup, and Merrill. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a discretionary management approach using diversified asset allocations and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Andrea Gray is a financial advisor at Momentum Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at Farther, Bank of America, and Merrill. Momentum Advisors is a registered investment adviser that serves individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers tailored wealth management, financial planning, investment and portfolio management, and consulting services, emphasizing customized portfolio construction and ongoing monitoring.