Todd Zangrilli is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Wells Fargo Advisors LLC, Wells Fargo Clearing, Cantella & Co., Inc., and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a partial owner in two investment entities related to rental properties. Alden Investment Advisors provides portfolio management and financial planning services to individuals, retirement plans, nonprofits, and institutional clients. The firm specializes in retirement programs and executive benefits, employing customized asset allocations with proprietary strategies and integrated technology platforms for comprehensive portfolio oversight.

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.

Edward Swikart III is a CFP® professional with 44 years of industry experience, currently with CFS Investment Advisory Services LLC since 2018 and previously with the firm from 1995 to 2018. His background includes positions at EF Legacy Securities, LLC and Edelman Financial Services, LLC. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds for Penn Sailing’s varsity team. CFS Investment Advisory Services, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $2.73 billion in assets and employs a tailored, multi-asset approach with ongoing monitoring and review processes for its clients.

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.

Steve Garrett is a financial advisor at Revolve Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Revolve Wealth Partners since 2023, following a prior role at VIA Insurance & Financial Services beginning in 2014. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a range of investment vehicles and emphasizes growth and value integration, global diversification, and tax sensitivity.

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.

Barjes Angulo is a financial advisor at Cornerstone Planning Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cornerstone in 2022, Angulo worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He also operates Angulo Strategies LLC, through which he sells insurance products and services. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizes passive investment strategies using low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting for plan sponsors.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Client Services, and Ameriprise Financial Services. He is also licensed as an agent for fixed/traditional insurance products. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, retirement plan consulting, and trust services. The firm uses third-party research and proprietary portfolio models, with a focus on customized portfolios and integrated services through affiliated tax and retirement groups.

Michael Sanders is a financial advisor with 24 years of industry experience, currently with 5C Capital Management, LLC. He holds Series 63 and Series 65 licenses and previously worked at Clark Dodge Asset Management LLC for seven years. Sanders serves as a trustee on the BYRAM HILLS School District Board of Education and owns Impact Consulting. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm uses a fiduciary approach with discretionary portfolio management that incorporates quantitative measures, fundamental and technical analysis, and tax-aware construction.

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.

Joseph Spinelli is a financial advisor with Vision Retirement, bringing 32 years of industry experience. His prior firms include Cetera and LPL Financial, and he has operated Spinelli Financial Services since 1995. He holds the Series 63 and Series 65 designations. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and fiduciary investment management. The firm offers discretionary portfolio management, automated investing solutions, and integrates technology with a focus on global diversification, tax-aware strategies, and coordinated tax and financial planning services.

Baron Hilliard is a financial advisor at Momentum Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities for seven years. Outside of his advisory role, he is the founder and president of a non-financial business called Love, Black People. Momentum Advisors provides wealth management, financial planning, and investment consulting services to individuals, families, trusts, and institutional clients. The firm focuses on customized portfolio construction and ongoing management, frequently utilizing mutual funds, ETFs, 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.

Fabio Ramalho is a financial advisor at Simetria Advisory Group LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brasil Plural Securities LLC and Neon Investimentos. Additionally, Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm based in Brazil. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets and serves individuals, corporations, and institutions through customized portfolio management. The firm utilizes a combination of third-party macroeconomic research and in-house analysis to create diversified portfolios across various asset classes.

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.

Ethan Kupfer is a financial advisor at Cornerstone Planning Group with a Series 66 credential and one year of industry experience. His prior work includes roles at Capri Holdings Limited and a variety of positions during his education at James Madison University. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a fee-only, independent model with a preference for low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting for retirement plans.

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.

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.

Curtis Brooks is a financial advisor at 5C Capital Management, LLC in Woodcliff Lake, NJ, with 40 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, discretionary investment management, and periodic asset allocation and rebalancing. The firm constructs portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets when appropriate, following a structured due-diligence process and regularly monitoring accounts under discretionary authority.