Kaylin Colby is a financial advisor at Greenline Partners with a Series 65 designation and two years of industry experience. Prior to joining Greenline Partners, Kaylin worked at Otherworld and Heritage Tile, LLC, and attended the University of Wisconsin - Madison. Greenline Partners serves individual clients, trusts and estates, and institutional clients including foundations and family offices, providing discretionary portfolio management and consulting services. The firm employs a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes.

Edward Doherty is a financial advisor at Ascend Interplay, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Alastar LLC and Houlihan Lokey. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through non-discretionary arrangements. The firm serves a small client base and offers a broad range of investment options, including private placements and digital assets, while also providing no-cost travel planning services.

Joshua Garcia is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Royal Alliance and The Northstar Group since 2013. Outside of finance, he is also a musician and songwriter who performs original music under his own name. The Northstar Group, Inc. is a five-advisor team managing over $870 million in discretionary assets for individuals, trusts, pension plans, and business entities. The firm provides customized portfolio management and financial planning, emphasizing risk tolerance assessment and adapting strategies to client circumstances and market conditions.

Maxwell Levi is a financial advisor at Perennial with a Series 65 credential and two years of industry experience. He has been with Perennial Advisors since 2023. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations by providing wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and efforts to minimize fees and taxes, often utilizing equities, ETFs, fixed income, derivatives, and margin strategies.

Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.

Xing Wang is a financial advisor at Bluesphere Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Light Horse Securities, Inc. and Just2Trade, Inc. Outside of his advisory role, Wang serves on the executive committee of Ainvest Fintech Inc., contributing to business strategy and product planning. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, offering portfolio management and customized financial planning through separately managed accounts.

Corey Franco is a financial advisor at NobleBridge Wealth with 26 years of industry experience and holds a Series 66 designation. He has worked at several firms including Herbert J Sims & Co Inc and various NobleBridge entities since 2012. Outside of his advisory role, he is a managing member and founder of an insurance agency and serves as a volunteer on the board of trustees for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and tax-planning services. The firm employs a model-driven investment approach combining strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Desiree Fisher is a CFP® and Series 65 registered advisor with four years of industry experience. She currently works at Capital Area Planning Group and has previously held positions at several firms including CIC Wealth, Freeman Capital Advisors, and Francis Financial. Outside of her advisory role, she owns Coell's Legacy, a consulting business focused on estate and elder care planning for individuals and families. Capital Area Planning Group serves individual clients, including high-net-worth individuals, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and employee benefit plan consulting. The firm builds customized, actively managed portfolios based on Modern Portfolio Theory and fundamental analysis, tailoring strategies to client risk tolerance and tax considerations.

Andres Garcia is a financial advisor with Zoe Financial, Inc. in New York, NY, holding a Series 63 designation and five years of industry experience. His prior work includes roles at JP Morgan Asset Management and Morgan Stanley & Co. Incorporated. Zoe Financial, Inc. operates an online referral service matching individual and high-net-worth clients to third-party registered investment advisers through its Zoe Advisor Network, and offers the Zoe Wealth Platform, a turnkey asset management solution providing administrative and sub-advisory support to participating RIAs. The firm focuses on referral and platform services rather than direct retail account management.

Evan Slater is a financial advisor with Point Windward Advisors, Inc. and holds Series 63 and Series 66 licenses. He has 31 years of industry experience and currently serves as Senior Vice President and Fixed Income Portfolio Manager at Beech Hill Advisors, Inc., where he has worked since 2017. Outside of his advisory role, he manages LRF Slater Co, Inc., an asset management company specializing in commercial real estate development and management. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm combines fundamental, quantitative, and technical analysis methods, including short sales and option writing, and manages approximately $358.6 million in client assets.

Francis Horneff is a financial advisor at Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with Herold Advisors and its related entities since 1996, including Bernard Herold & Co., Inc. and Herold & Lantern Investments, Inc. Horneff also serves as an investment advisor representative and portfolio manager at Lantern Wealth Advisors, LLC. Herold Advisors serves individual and institutional clients such as high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses computerized screening and fundamental analysis to build portfolios primarily focused on domestic large- and mid-cap equities, with occasional foreign equities and fixed income, providing clients with regular supervisory reviews and written quarterly evaluations.

James Cifelli is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach. The firm focuses on non-discretionary recommendations and discretionary Art Investment Plans, utilizing programmatic portfolio tools and model portfolios tailored to different risk profiles.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.

Daniel Ramaroson is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 66 designation with four years of industry experience. He previously worked at Fidelity from 2016 to 2021 before joining Empirical Research Partners in 2021. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm uses proprietary quantitative models combining top-down macroeconomic analysis with bottom-up factor modeling to support institutional decision-making and does not manage client assets or offer retail services.

Zachary Brody is a CFP® and ChFC® with 13 years of industry experience. He is currently with Lumiere Financial and has previously worked at firms including Purshe Kaplan Sterling Investments, Ameritas Advisory Services, Northwestern Mutual, Prudential, and MetLife. Outside of advisory work, he is a member of Forbes Councils, a community for entrepreneurs and leaders. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships with a seven-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services, often utilizing model portfolios and third-party money managers.

Sardar Iftikhar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and VOYA Financial Advisors, Inc. He provides investment advisory services through ARCH Global Advisors, where he has been active since 2018. ARCH Global Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also utilizing options, margin, and derivative strategies as needed.

Brett Rosen is a financial advisor with Edge Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses and with 35 years of experience in the financial industry. He has been with Edge Wealth Management since 2009 and has also worked with Massachusetts Mutual Life Insurance Company since 1995. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management alongside limited financial planning and consulting services. The firm manages approximately $827 million on a discretionary basis for about 252 clients and emphasizes tailored portfolios using fundamental analysis with diverse allocations across equities, fixed income, and various fund types.

Ivan Lau is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Arete Wealth Management LLC, JPMorgan Chase, and JPMorgan Securities LLC. He is also employed as a Platform Associate at Masterworks, LLC, an alternative investment platform, where he performs administrative functions. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm provides primarily non-discretionary, platform-driven recommendations focused on art as an asset class, using programmatic portfolio tools and model portfolios tailored to different risk profiles.

Carol Cho is a financial advisor at IRC Wealth with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining IRC Wealth in 2022, she worked at NYLIFE Securities LLC and New York Life from 2015 to 2022. IRC Wealth provides financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that combines technical and fundamental analysis with proprietary screening criteria.

Michael Trapp is a financial advisor at Avestar Capital, LLC in New York, NY, with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, manages proprietary private funds and special purpose vehicles, and collaborates with third-party partners for customized private fund portfolios and SPV structuring. The firm offers a mix of internally managed ETF and model strategies along with licensed third-party models, serving pooled investment vehicles and maintaining non-U.S. client activity.