James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.

Kevin Leeds is a financial advisor at Vision Retirement with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice as president of Kevin L. Leeds, CPA, PC since 1980. Prior to joining Vision Retirement, he worked at Vaughan and Company Securities, Inc. for five years. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios, incorporating technology and tax-aware strategies.

Thomas Carhart is a financial advisor with South Street Advisors, LLC in New York, NY, holding four years of industry experience. He has been with South Street Advisors since 1998. Outside of his advisory role, Mr. Carhart serves as vice president of Baronne Services, a management company for family-owned oil and gas partnerships, and is a director of two not-for-profit organizations: Arts for Art in New York and Prevent Child Abuse America in Chicago. South Street Advisors provides discretionary investment management primarily to high-net-worth individuals and institutional clients, including U.S. non-profit endowments and private foundations. The firm employs a systematic, research-driven investment process with a focus on asset allocation and quantitative screening, managing roughly $825 million across U.S. equity, balanced, and fixed-income strategies.

Michael Kettner is a financial advisor at Avestar Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Services, Inc. and Coastline Wealth Management. He is also the owner of MCK Wealth Management, a personal non-investment business entity. Avestar Capital is an SEC-registered investment adviser managing approximately $2.06 billion for individuals, high-net-worth clients, private funds, charities, and corporations. The firm offers financial planning and portfolio management through proprietary ETF strategies and third-party models, combining passive and active management with options and derivatives, while serving both U.S. and non-U.S. clients and acting as an investment manager for proprietary funds and private investment vehicles.

Gabriel Rabinovici is a financial advisor at Stratton Capital Investment Advisory LLC with a Series 65 designation. He has been with Stratton Capital in various capacities since 2015 and currently works at the firm's New York office. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets across six advisors, serving individuals, high-net-worth clients, trusts, and estates both in the U.S. and primarily internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual stocks, bonds, or options, employing fundamental analysis with a long-term investment orientation.

Lawrence May is a CFP® with over 53 years of experience in the financial services industry. He is affiliated with Strategic Wealth Management Group and also serves as president of May Financial Group, Ltd. His prior work includes significant tenure at Gerson Horowitz Green Securities Corp. Strategic Wealth Management Group provides discretionary and non-discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm utilizes customized asset allocation strategies combining fundamental, technical, and modern portfolio theory analyses and offers proprietary ETF portfolios and third-party manager programs.

David Shaw is a CFP® and holds a Series 63 license with one year of experience in financial advising. He currently works at Bridgewater Advisors Inc. and has prior experience at Focus Wealth Partners, Argent Wealth Management, and Boston Financial Investment Management. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for around 540 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Barry Mitchell Jr. is a financial advisor with Next Level Private LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Wells Fargo Clearing. He is also a licensed insurance professional. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with both fundamental and technical analysis to manage client portfolios.

Ashwini Patil is a financial advisor at GoalVest Advisory LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and has been with GoalVest Advisory since 2018. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm combines fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to create tailored investment strategies and generally manages accounts on a discretionary basis.

Jesse Weissberger is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and National Asset Management Inc. Since 2017, he has been involved in insurance sales as an insurance agent. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm utilizes a blend of analytical methods and market-timing strategies to tailor portfolios, offering discretionary and non-discretionary management along with access to third-party asset managers.

Jerome Khaski is a financial advisor at Transatlantique Private Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Transatlantique Private Wealth since 2015. Transatlantique Private Wealth primarily serves high-net-worth individuals and similar private entities, managing approximately $879 million in assets across about 400 client relationships. The firm focuses on cross-border portfolio management, using a tailored asset allocation approach supported by proprietary modeling and European-affiliated research teams.

Eric Walter is a financial advisor at Altfest Personal Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and RBC Capital Markets. His background also includes a brief role in education with the Pascack Valley Regional High School District. Altfest Personal Wealth Management offers investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm manages individualized portfolios using a combination of fundamental, technical, and cyclical analysis, supported by an investment committee and provides specialized retirement plan services alongside its wealth management offerings.

Stephen Fitch is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Carleton College and Nikola Tesla STEM High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Daniel Sterling is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at NerdWallet Wealth Partners, LLC. He has previously worked at Future You Wealth, LLC and Capital Guardian Trust Company. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser that serves individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm primarily uses passive, asset-class-weighted portfolios combined with fundamental analysis and offers access to alternative investments and specialized strategies via third-party sub-advisers.

Robert Biesiada is a CFP® professional with three years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles and goals, utilizing mutual funds, ETFs, individual securities, and third-party managers, with an emphasis on rebalancing and tax sensitivity.

Kyle Kadish is a financial advisor at Revere Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including IBN Financial Services, Inc. and Provasi Capital Partners. Outside of finance, he serves as an independent contractor assigning referees for NCAA hockey games. Revere Wealth Management LLC operates as a seven-advisor team providing discretionary and non-discretionary portfolio management for individual and institutional clients. The firm employs a blend of fundamental, technical, and macro analysis and offers customized portfolios alongside financial planning and consulting services.

Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Aurora Private Wealth and its affiliated firm APW Capital since 2017 and previously spent a year at Wells Fargo Clearing. Outside of finance, Wallach is involved in music production on a limited basis. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team of advisors using personalized strategies, model portfolios, and third-party platforms.

Jessica Vingiello is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has been with Gagnon Securities since 2020. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements. The firm employs a research-intensive, generalist equity approach focused on stock-by-stock selection for capital appreciation with a long-term orientation.

John Preston is a financial advisor with WealthEdge Investment Advisors, LLC, holding Series 63, 65, and 66 designations and over 40 years of industry experience. He previously worked at Watts Capital Partners LLC for six years and Beech Hill Advisors, Inc. for eleven years. WealthEdge serves individual and high-net-worth clients, as well as retirement plans and businesses, providing discretionary portfolio management, model-portfolio services, and access to third-party strategists. The firm employs multi-model core-satellite and dynamic allocation strategies and manages roughly $472 million for around 290 clients through a team of six advisors.

James Lombardo II is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory role, he serves as CEO of a real estate company. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers as well as alternative investments through affiliated entities.