Michelle Fuccella is a financial advisor at Forefront with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Forefront since 2022. Outside of her advisory role, she assists individuals and couples through the divorce process by helping them reach agreements on asset division. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual, business, and corporate clients with investment management and comprehensive financial planning. The firm offers customized portfolio solutions and a broad range of planning services, including estate and special-needs planning, supported by multiple offices and integrated related businesses.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. in New York, NY, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at WealthChoice, Cask, and Cisco Systems. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm employs a market efficiency and strategic asset allocation approach, offering discretionary management and support through a network model that includes paraplanning and community membership programs.

Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

Robert Goodman is a financial advisor at Strategic Wealth Management Group with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones from 2009 to 2012. Goodman has been with Strategic Wealth Management Group since 2016. Strategic Wealth Management Group provides discretionary and non-discretionary investment management and consulting services to individuals, including high-net-worth clients, pension and retirement plans, trusts, charitable organizations, and corporations. The firm employs customized asset allocation strategies using a combination of fundamental, technical, and modern portfolio theory analyses, including proprietary ETF portfolios and tactical investment approaches.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Avi Berg is a financial advisor at Satovsky Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of a cooperative housing tenant association, both unpaid roles. Satovsky Asset Management provides wealth management, financial planning, and investment management services to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $975 million in assets and employs a goals-based, tax-aware investment approach that blends low-cost passive strategies with selective active tilts and tax-sensitive techniques.

Harvey Wacht is a financial advisor at Shufro, Rose & Co., LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cerity Partners LLC and Purshe Kaplan Sterling Investments prior to his current role. Wacht serves as Senior Managing Director and portfolio manager for individual client accounts. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles including equities, fixed income, ETFs, and mutual funds.

Samandar Kasimov is a financial advisor at Avestar Capital, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Neuberger Berman LLC from 2016 to 2024 and Frisch Financial Group, Inc. since 2024. Avestar Capital manages approximately $2.06 billion for individual and high-net-worth clients, private investment funds, accredited investors, charities, and corporate entities. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, incorporating both active and passive management, options hedging, and, where appropriate, derivatives and leverage.

Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis and bottom-up stock selection across various portfolio models. The firm offers discretionary account management and advisory services supported by an investment committee and operates multiple branch offices with affiliations that provide dual-registration pathways for its financial professionals.

Nicolas Sitinas is a financial advisor with Papamarkou Wellner Perkin Advisors in New York, NY. He holds a Series 63 designation and has five years of industry experience, along with fourteen years at Papamarkou Wellner Asset Management, Inc. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across equity, credit, and alternative strategies.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.

David Kressner is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. He has been with Altfest Personal Wealth Management since 2016, working as part of a 19-advisor team in New York, NY. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and oversees pooled investment vehicles for individuals, retirement plans, trusts, corporations, private funds, and other entities. The firm emphasizes discretionary portfolio management guided by an investment committee and offers fiduciary services for retirement plans alongside client education programs.

Anisha Mittal is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding the Series 65 and Series 63 designations. She has one year of industry experience, including prior roles at Charles Rutenberg and other financial firms. She also works as a Platform Associate for Masterworks, LLC, performing administrative functions related to alternative investments. Masterworks Advisers specializes in investment advice for individual and high-net-worth clients focused on securitized art investments issued by Masterworks affiliates. The firm utilizes a rules-based investment process informed by art market research and appraisal, offering non-discretionary and limited discretionary advisory services primarily accessed through the Masterworks platform.

Joseph Barbera is a Series 66-credentialed financial advisor at Wellington Shields & Co., LLC with three years of industry experience. Before joining Wellington Shields in 2023, he worked at Fidelity Investments and has held roles outside of finance, including positions in the restaurant and media industries. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and a variety of investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

Benjamin Bernard is a CFP® credentialed financial advisor with five years of industry experience, currently practicing at Bridgewater Advisors Inc. He has been with Bridgewater Advisors since 2005, working within a team of 14 advisors based in New York, NY. 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 using a combination of actively managed and index-related strategies, with ongoing due diligence and quarterly portfolio reviews.

Charles Pouliot is a financial advisor at Wealth Effects with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Procyon Private Wealth Partners, and Bridgeway Wealth Partners. Outside of advising, he serves as a board member and equity partner at LVXP, LLC, a real estate development company. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, employing a mix of fundamental and technical analysis to guide primarily long-term investment decisions.

Timothy Feeney is a financial advisor at Bridgewater Advisors Inc. with Series 65 credentials. He has been with Bridgewater Advisors since 2018 and previously worked at Clarfeld from 2005 to 2018. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, focusing on thoughtful asset allocation across traditional and alternative asset classes and combining actively managed and index-related strategies.

Vidur Bhalla is a CFA® charterholder with 39 years of industry experience. He has been with Herold Advisors, Inc. since 1999 and also works with Herold & Lantern Investments, Inc. since 2020. Bhalla serves as a director of the charity Mission for Vision (USA). Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a process combining computerized screening and fundamental analysis to construct portfolios focused primarily on domestic large- and mid-cap equities, with periodic use of foreign equities, bonds, and covered-call strategies.

Kevin Earls is a ChFC® with 43 years of industry experience, currently affiliated with Willis Towers Watson Securities, LLC. His career history includes roles at Cetera and Willis Towers Watson entities dating back to 2009. Outside of his investment-related work, he serves as Vice President of SNT Associates, a firm focused on occupational therapy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, which offers personalized financial planning and asset allocation tools combined with discretionary model portfolios. The firm’s approach utilizes diversified model portfolios and Monte Carlo simulations to guide investment decisions for individuals and high-net-worth clients.

Aimee Adler is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Shufro, Rose & Co., LLC and has prior experience at firms including Wealth Enhancement Group, Cerity Partners LLC, and Payne Capital Management. Adler serves as a volunteer board member for Camp Dream Street. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles and manages approximately $2.46 billion in assets across 12 advisors.