Steven Novack is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. He has been with Altfest since 2018 and previously worked as a financial services consultant from 2016 to 2018. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios with individualized strategies that incorporate fundamental, technical, and cyclical analysis, and sponsors several private pooled investment vehicles.

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Claraphi Advisory Network and West Advisory Group. Outside of his advisory work, he occasionally assists at an award-winning jazz club. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting, often utilizing exchange-traded funds alongside other investment vehicles.

Michelle Fuccella is an investment advisor representative at Forefront with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Nylife Securities LLC, New York Life Insurance Company, and The Leaders Group Inc. Outside of her advisory role, she assists individuals and couples going through divorce with asset division agreements through her work with Your Divorce Made Simple. Forefront Wealth Partners is a team-based firm serving individual, business owner, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolios guided by client-specific policies and integrates related businesses such as Forefront Insurance Partners and Forefront Tax Partners.

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.

Robert Jaffe is a financial advisor at CFS Investment Advisory Services LLC with 24 years of industry experience. He has held positions at CFS Investment Advisory Services since 1999, with a break between 2005 and 2017 during which he worked at Cambridge Investment Research, Inc. He holds Series 63 and Series 66 licenses. CFS Investment Advisory Services provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and independent managers.

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.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

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.

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 at Masterworks Advisers, LLC with one year of industry experience. She holds Series 63 and Series 65 credentials. Prior to her current role, she worked at Charles Rutenberg and EA Markets LLC. Outside of advising, she serves as a Masterworks Platform Associate, performing administrative functions for an alternative investment platform focused on securitized art investments. Masterworks Advisers provides investment advice exclusively on securitized art offerings to individual and high-net-worth investors. The firm uses a rules-based approach informed by art market research and third-party appraisals, offering long-term investment options accessed through its proprietary platform.

Joseph Barbera is a financial advisor at Wellington Shields & Co., LLC with four years of industry experience. He holds the Series 66 credential and has worked previously at Fidelity Investments. Outside of finance, he has experience in the restaurant industry, including time at Tony and Joe's Seafood Place and 2 Spring Restaurant. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and other entities. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies, offering multiple execution and servicing options including a wrap-fee program and an Advisory Brokerage Group.

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.

Christopher Rossetti is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022, with prior experience at Sector Financial and roles at Tufts University and St. Joseph High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters, utilizing index funds, ETFs, and selective alternative investments consistent with client objectives.