Brett Cohen is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley & Co. LLC, Merrill, Independent Financial Group, LLC, and American Express Company. Outside of his advisory role, he is involved as a member in a venture capital fund and is the sole proprietor of a real estate-related business. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term, fundamentally driven investment approach that incorporates diversified portfolios including mutual funds, ETFs, individual equities, bonds, alternative investments, and derivatives.

Robert Rickey is a CFP® with 32 years of industry experience, currently serving at StraightLine. His career includes 25 years at TIAA-CREF and roles at TruNor Consulting & Coaching Services. Outside of his advisory work, he is an investor and advisory board member for Financial Wellness Labs, a company providing digital tools and coaching for personal financial management, and serves on the advisory board of CIO Group, LLC, a registered investment adviser focused on family office portfolio assessments. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, and retirement education services. The firm employs institutional research and proprietary models to guide portfolio construction, offering access to sub-advisers and structured participant education programs.

Raymond Balroop is a financial advisor at Avestar Capital, LLC with four years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Hightower and Fifth Avenue Financial (MassMutual), where he worked for 16 years. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individuals, high-net-worth clients, private investment funds, and charitable organizations. The firm employs a combination of proprietary ETF-based models and third-party portfolios, offering financial planning and portfolio management services with strategies that may include passive and active management, hedging, leverage, and derivatives.

Christopher Dunne is a CFP® with 15 years of industry experience, currently serving as an advisor at Avestar Capital, LLC since 2021. He also has experience with IDB Capital Corp. since 2015. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individual and high-net-worth clients, private investment funds, accredited investors, charities, and corporate entities. The firm employs a combination of proprietary ETF-based models and third-party model portfolios, utilizing both passive and active management strategies, and serves non-U.S. clients through affiliated entities in India and Singapore.

Albert Akerman is a financial advisor at R & R Financial Planners, Inc. with 30 years of industry experience. He holds a Series 66 designation and has been associated with RNR Securities, LLC since 2015. Outside of advisory work, he serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and employs a combination of model portfolios, customized strategies, and options-based approaches while operating with an in-house broker-dealer and insurance distribution capabilities.

Keith Douglas is a financial advisor at United Asset Strategies Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lantern Investments, Convera, and Peak Alliance. 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 utilizes a team-based advisory model with diversified, tailored portfolios and active fixed-income management.

Gabe Bryan is a CFP® and Series 65-registered financial advisor with Bridgewater Advisors Inc. in New York, NY, where he has worked since 2008. He has five years of industry experience. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment firm managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management, financial planning, consulting, and tax-preparation services, with an investment approach that combines active and index strategies across traditional and alternative asset classes.

William Romeo is a CFP® and Series 63 licensed financial advisor with 44 years of industry experience. He has been with R & R Financial Planners, Inc. since 1983 and RNR Securities, L.L.C. since 1997. In addition to his advisory role, he works as an independent insurance agent for Security Mutual Life Insurance Company of NY. 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 plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of model portfolios, customized strategies, and options/derivatives alongside third-party managers.

Philip Palumbo is a CFP® with 26 years of industry experience, currently serving as an advisor at Palumbo Wealth Management LLC. He previously worked at UBS Financial Services Inc for 10 years and has been with his current firm since 2020. In addition to his advisory role, he is also involved in insurance sales on a limited basis. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million for roughly 283 clients, utilizing a primarily long-term and discretionary investment approach that includes mutual funds, ETFs, equities, bonds, options, private investments, and allocations to independent managers.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

John Marx is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Edge Wealth Management since 2013. Edge Wealth Management provides discretionary investment management and ancillary financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment process is based on fundamental analysis and tailored to each client’s objectives, managing approximately $770.7 million in discretionary assets for about 261 clients.

Mario Giammarco is a Series 66-licensed advisor with 49 years of industry experience. He is currently with Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, and has previously worked at Everbank and Bernard Herold & Co., Inc. Giammarco also serves as president of Herold Insurance Agency, Inc., a life insurance business. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans. The firm provides discretionary and non-discretionary portfolio management using a process that combines computerized screening and fundamental analysis, focusing primarily on domestic large- and mid-cap equities with diversified fixed income and occasional foreign equities.

Anthony Rosa is an investment advisory representative with R & R Financial Planners, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with R & R Financial Planners since 2009 and also operates Tony Rosa Landscaping, a business he has managed since 1978. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base including individuals, high-net-worth clients, retirement plans, and trusts. The firm provides discretionary portfolio management, comprehensive financial planning, and uses a combination of model portfolios, customized strategies, and derivatives in separately managed accounts.

Sean Lawless is a CFA® charterholder based in New York, NY, with 15 years of industry experience. He has been with ARS Investment Partners, LLC since 2016 and previously worked five years at Modern Asset Management. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee process that integrates macro and sector analysis with fundamental research to construct tailored portfolios, including separately managed accounts and ETF-based strategies.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Sheila Scott is a financial advisor at Neville, Rodie & Shaw Inc with 6 years of industry experience. She holds the Series 65 designation and has been with Neville Rodie & Shaw since 2015. Outside of her advisory work, she serves as a board member of 51 Fifth Avenue Owners Corp, where she has been involved in managing building-related matters for over two decades. Neville, Rodie & Shaw Inc provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm focuses on fundamental equity analysis, long-term holdings, and balanced portfolios tailored to client objectives, with investment decisions reviewed weekly by an internal committee.

Rebecca Brown is a CFP® professional with 23 years of industry experience, currently serving at Visionary Horizons, LLC. She has previously worked with firms including Hawkwind Wealth Advisory, Third Eye Associates, and Commonwealth Financial Network. Outside of advisory roles, she serves as the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit organization advocating for tobacco-free finance policies. Visionary Horizons, LLC is a team-based firm providing investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and offers tailored strategies that include equities, fixed income, ETFs, mutual funds, options, and selective alternatives, with ongoing monitoring and client notifications.

Andrew Clayton is a financial advisor at Measured Risk Portfolios with a Series 66 designation and over six years of experience in the industry. His prior roles include positions at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. He also has 16 years of experience in education. Measured Risk Portfolios manages nearly $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm is known for its model portfolios that incorporate derivatives and borrowing strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Paul Hoerrner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Magnus Financial Group LLC since 2018. He previously worked at Northwestern Mutual Investment Services, LLC for 11 years. Hoerrner is also an independent insurance agent, dedicating approximately 20 hours per month to that activity. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and emphasizes periodic client reporting supported by custodial and third-party research.

Mason Coon is a financial advisor at Zoe Financial, Inc. with one year of industry experience and a Series 66 designation. His prior work includes multiple roles at Charles Schwab and employment with AJ Lawn Services. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network, while also providing a separate Wealth Platform that offers administrative and sub-advisory services to RIAs.