Willis Taylor is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2005. Outside of his advisory role, Taylor is the managing member of Old Growth Partners, a long/short equity hedge fund, and co-managing member of Darwin Partners LP, another long/short equity hedge fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation, combining company meetings, site visits, and industry research.

Stephanie Scarlata is a financial advisor at Next Level Private LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Before joining Next Level Private in 2026, she worked at UBS Asset Management for 23 years. Next Level Private advises individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach with ongoing personal contact, formal annual reviews, and a stated fiduciary duty.

Alfonso Guerriero III is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Sebak and Monner and Foresters Financial Services, among others. Guerriero also serves as a notary public and performs administrative duties for the partners of Fortis Agency. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination across various asset classes, combining fundamental and technical analysis with strategic asset allocation and institutional manager due diligence.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2011, totaling 15 years at the firm. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and uses a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

William Nichols is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Cantor Fitzgerald & Co. Nichols serves on the board of Kingston Healthcare, a healthcare organization based in Toledo, Ohio. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm builds individualized portfolios using a combination of active and passive strategies, ESG screening, and derivative instruments, and is known for its participation in the Dynasty network and use of specialized order-management tools for held-away workplace accounts.

Leo Marzen is a financial advisor at Bridgewater Advisors Inc. with 19 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Bridgewater Advisors since 1993. Bridgewater Advisors Inc. manages approximately $2.14 billion for around 540 clients through a multi-advisor team, offering discretionary portfolio management, financial planning, consulting, and optional tax-preparation services. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes and provides oversight of private investment funds and other investment-company interests.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. 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, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Anthony Vivona is a financial advisor at Beech Hill Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at JDX Consulting and Tulane University. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis methods and manages approximately $358.6 million in client assets.

Jeffrey Dziegielewski is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He has worked at The Northstar Group, Inc. and Royal Alliance since 2017, and previously at Monticello Consulting Group from 2012 to 2017. In addition to his advisory role, he is also licensed as an insurance agent. The Northstar Group, Inc. is a five-advisor team managing discretionary portfolios and providing financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment, supports investment decisions with extensive research, and typically operates under discretionary authority.

Dylan Klein is a CFA® charterholder with eight years of experience in the financial industry. He has been with First Long Island Investors, LLC since 2018 and previously worked at Hofstra University from 2014 to 2018. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation approach and manages multiple private funds while maintaining an affiliated broker-dealer and various fee-sharing arrangements.

Spencer Cooper is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with RZH Advisors LLC since 2012. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages approximately $2.1 billion in assets and incorporates strategies including Dimensional Fund Advisors (DFA), with a focus on diversified asset allocation and ongoing account reviews.

Ankur Patel is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest, Inc. since 2019. Prior to joining Ellevest, he worked at Lenox Wealth Advisors and MML Investors Services, including MassMutual Life Insurance Co / Lenox Advisors. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

Dara Johnson is a financial advisor at Hampshire Family Office with 25 years of industry experience and holds a Series 66 designation. She has worked at Hampshire Family Office since 2022 and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of her advisory role, she is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services primarily for high-net-worth individuals, families, trusts, and institutional clients. The firm combines active and passive strategies across multiple asset classes and tailors portfolios to clients’ objectives and risk profiles.

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Tara Romeo is a financial advisor with R & R Financial Planners, Inc. She holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to her current role, she worked for Professional Physical Therapy for ten years. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plan participants, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of long-term, tactical, and income-oriented strategies, including options and derivatives in separately managed accounts.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2004. The firm provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. Shufro, Rose & Co. emphasizes individualized, long-term portfolio management using a range of investment vehicles, managing approximately $2.46 billion in assets across its 12-advisor team.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. in New York, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at Infor and B&H. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with pre-vetted registered investment advisers through its Advisor Network. The firm also offers a Wealth Platform providing reporting, administrative, sub-advisory, and wrap-fee services to RIAs, without managing client assets directly or charging users for referrals.

Sami Boghos is a financial advisor at Retirable with four years of industry experience. He holds a Series 65 designation and has previously worked at Policygenius and Greenwich Strategy. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans, implementing diversified ETF portfolios primarily through the Altruist platform.

Robert Dalldorf is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Falcon Capital Management, Inc. since 1994. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.