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.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years of industry experience, including roles at Marsh & McLennan and the Westbury School District. She holds professional credentials and has been with her current firm since 2018. United Asset Strategies Inc. manages over $2 billion in assets, providing discretionary investment management, retirement-plan consulting, and financial planning to a diverse client base ranging from individuals to corporations. The firm utilizes a diversified, tailored investment approach that includes strategic asset allocation and active fixed-income management, supported by specialized execution strategies.

Jane Rosenfeld is a financial advisor at Aspire Advisors, LLC with 16 years of industry experience. She has been affiliated with Hamilton Cavanaugh & Associates, Inc. for over 22 years. Aspire Advisors provides investment management, financial planning, retirement planning, and consulting services to individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm combines fundamental and technical analysis and typically implements model portfolios tailored to client risk tolerance and objectives.

Thomas Healy III is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. He has been with United Asset Strategies since 2015. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, corporations, and other entities. The firm manages approximately $2.258 billion in client assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

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.

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.

Gary Raniolo II is a financial advisor at Next Level Private LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Merrill. Outside of his advisory work, he is involved with nonprofit lacrosse organizations, including Predators Lacrosse LLC and Rye Youth Lacrosse. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, with ongoing client communication and periodic portfolio reviews.

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.

Richard Bell is a financial advisor at Searle & Co. in Greenwich, CT, with 39 years of industry experience. He has been with Searle & Co. since 2005 and holds Series 63 and Series 65 licenses. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships through a seven-advisor team, tailoring investment advice using a combination of fundamental, technical, and charting analysis.

Lauren Urbanski is a financial advisor at N10° WEALTH with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years and McKenna Orthodontics for fifteen years. Lauren joined N10° WEALTH and its affiliated firm N10° Assets in 2026. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining individual securities, ETFs, options, alternatives, direct indexing, and digital assets with fundamental, technical, ESG, and quantitative analysis, while leveraging third-party managers and technology platforms for implementation.

Jiorden Sanchez is a CFA® charterholder with 13 years of industry experience. He has worked at United Asset Strategies Inc. since 2020 and was previously employed at Goldman Sachs from 2014 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

Francis Mckiernan is a financial advisor with Third View Private Wealth and holds a Series 66 designation. He has 12 years of industry experience and has previously worked at firms including Procyon Advisors, Baker Tilly, Bank of America, Merrill, and Morgan Stanley. Mckiernan is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products to clients as needed. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, trusts, estates, businesses, and institutional and charitable entities. The firm uses a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to implement tailored strategies.

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.

Thorne Perkin is a financial advisor at Papamarkou Wellner Perkin Advisors with 25 years of industry experience. He holds a Series 63 designation and has worked with Papamarkou Wellner Asset Management Inc. since 2014 and Papamarkou Wellner & Co., Inc. since 2009. Outside of his advisory role, he is an owner and board member of Perkin & Perkin LLC, a start-up developing surgical disinfecting soap. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, foundations, pensions, trusts, estates, charitable organizations, and corporate entities. The firm employs proprietary analytical modeling and a bottom-up equity research process combined with a multi-manager approach, offering a range of investment strategies and sponsoring private funds such as the PW Portfolio and the PW Nordic Tech Fund.

Justin Singer is a financial advisor at Tortoise Investment Management, LLC with 15 years of experience. He has been with Tortoise since 2011. Tortoise provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm offers comprehensive financial advice beyond investments, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chrysaetos Capital Advisors, LLC from 2012 to 2019. Outside of his advisory role, he is the proprietor of Pavonia Technology, Inc., a technology and recruitment consulting firm, and managing member of Ayerport, LLC, which provides educational and coaching consultation services. Greenwich Advisors, LLC is a Delaware-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients. The firm serves individuals, including high-net-worth clients, and some businesses, offering discretionary and non-discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Laura Asker is a financial advisor at Empirical Research Partners LLC in New York, NY, with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Empirical Research Partners for a total of 18 years, with a five-year hiatus from active employment between 2017 and 2022. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors such as money managers, hedge funds, insurance companies, and broker-dealers. The firm leverages quantitative models combining macroeconomic and industry data with statistical analysis to produce research that informs professional investors’ decision-making, focusing on equities and portfolio strategy without managing client assets or executing trades.

Howard Duncan is a financial advisor at Avity Investment Management Inc. with 26 years of industry experience. He has worked at Avity Investment Management since 2000. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, high-quality liquid securities, and active fixed-income management, overseeing approximately $1.86 billion in client assets.