Michael Lamagna is a financial advisor with Traphagen Financial Group, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2019 and at E*TRADE Capital Management and E*TRADE Securities since 2015. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate planning services alongside investment advice.

Rochester Cahan is a CFA® charterholder with 19 years of industry experience, currently serving at Empirical Research Partners LLC since 2013. He holds a Series 63 designation and is based in New York, NY. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, using quantitative models that combine macroeconomic and statistical analysis to support equities and portfolio strategy decisions. The firm primarily operates as a broker-dealer and serves an international institutional subscriber base without managing individual client assets.

Michael Santucci is a financial advisor with Flagstar Securities, Inc. in Great Neck, NY, holding Series 63 and Series 66 licenses with 30 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years and Flagstar Advisors/Flagstar Bank for three years. Since June 2024, he also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.

Essa Athar is a financial advisor with Flagstar Securities, Inc. based in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Flagstar, Essa has worked at firms including Zions Bancorporation, Columbia University, Citigroup, and Merrill. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a discretionary management approach using diversified asset allocations and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Andrea Gray is a financial advisor at Momentum Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at Farther, Bank of America, and Merrill. Momentum Advisors is a registered investment adviser that serves individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers tailored wealth management, financial planning, investment and portfolio management, and consulting services, emphasizing customized portfolio construction and ongoing monitoring.

Ryan Davis is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Next Capital Management LLC since 2015, working as part of a nine-advisor team based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocations and employs a range of strategies across mutual funds, ETFs, individual equities, fixed income, and alternative investments, servicing clients through multiple offices.

Garrett Cole is a financial advisor at Shufro, Rose & Co., LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Outside of finance, he was involved in the food service industry with Pizza Love and has experience in education at Eisenhower Middle School and Ramapo High School. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, retirement accounts, and charitable or corporate entities. The firm offers discretionary and non-discretionary portfolio management, fee-based financial planning, and access to alternative private funds, emphasizing individualized, long-term investment strategies.

Jake Blum is a CFP® professional with eight years of industry experience, currently serving as an advisor at Magnus Financial Group LLC since 2025. Prior to joining Magnus, he worked at Northwestern Mutual Investment Services, LLC for six years. Outside of his advisory role, he is also licensed as a sales agent for individual and group life and health insurance. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team, utilizing comprehensive planning and diversified asset allocation strategies.

Anastasios Adam is a financial advisor at Papamarkou Wellner Perkin Advisors with 14 years of industry experience. He holds a Series 63 designation and has worked at Papamarkou Wellner & Company, Inc. and Papamarkou Wellner Asset Management Inc. since 2020, following prior roles at Optima Asset Management LLC and Optima Fund Management LLC. He serves as a board member of Alpha Trust Andromeda Investment Trust SA, a closed-ended mutual fund based in Athens, Greece, where he focuses on portfolio management, audit, and business strategy. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets while also providing discretionary investment management and consulting services to high-net-worth individuals, family offices, and various nonprofit and corporate clients. The firm employs a combination of proprietary analytical modeling and bottom-up equity research alongside a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring.

Ting Wang is a CFP® professional with one year of industry experience, currently serving at Altfest Personal Wealth Management. Prior to joining Altfest, Wang worked at SLP Wealth and held roles at Boston University, Student Loan Planner, and Avenues The World School. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles for a diverse client base including individuals, retirement plans, and private funds. The firm employs individualized investment policies, ongoing monitoring, and portfolio rebalancing, and offers fiduciary services and participant education for retirement-plan clients.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Satovsky Asset Management since 2015. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for structured notes, private placements, and third-party managers.

Joao Viscardo is a financial advisor with Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameraudi Investment Services LLC, Bolton Global Capital/Interaudi Bank, and Raymond James Financial Services. Ameraudi Asset Management provides portfolio management and asset-allocation services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macroeconomic investment approach centered on diversified ETFs and both discretionary and non-discretionary strategies.

Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.

John O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. He works within a two-advisor team based in Verona, NJ. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with semi-annual portfolio reviews.

Stuart Katz is a financial advisor with IDB Lido Wealth, LLC and holds a Series 66 designation, bringing 15 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 10 years and has been associated with Lido Advisors, LLC since 2021. Katz provides advisory services to IDB Lido Wealth under a services agreement between the two firms. IDB Lido Wealth, LLC is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers investment management, financial planning, family office, and retirement and estate planning services to a diverse client base including high- and ultra-high-net-worth individuals, family offices, and institutional clients. The firm employs a multi-asset allocation approach implemented through direct management, sub-advisers, and affiliates, and benefits from its bank ownership and affiliated service entities.

Neil Nejame is a financial advisor at Neville, Rodie & Shaw Inc with five years of industry experience. He has been affiliated with Neville, Rodie & Shaw Inc since 1993. Neville, Rodie & Shaw 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 a balanced use of common stocks, fixed income, mutual funds, and ETFs, tailoring portfolios to client objectives and reviewed regularly by an investment committee.

Todd Stankiewicz is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with Sykon Capital LLC and Sykon Asset Management LLC, where he has been involved since 2023 and 2025 respectively. Prior to that, he worked at Bank of America and Merrill for ten years. He manages the day-to-day operations of Sykon Asset Management as part of his other business activities. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a combination of quantitative, fundamental, and technical analysis in its investment approach and manages approximately $350 million in assets.

Philip Abdo is a Series 65-licensed financial advisor at Ameraudi Asset Management, Inc. in New York, NY, with one year of industry experience. Prior to joining Ameraudi Asset Management in 2026, he was employed at Interaudi Bank from 2023 to 2026 and has experience in academic roles at Northeastern University and the University of Connecticut. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, emphasizing a macroeconomic investment approach centered on asset allocation. The firm offers both discretionary and non-discretionary programs, primarily advising on exchange-traded funds and collaborating with third-party managers and sub-advisers.

Stephen Sikes is a financial advisor with Public Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at McKinsey & Company from 2013 to 2017 and various firms affiliated with Social Finance, Inc. since 2017. Public Advisors serves primarily individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary technology for account implementation, rebalancing, and tax-loss harvesting, and offers investment options including U.S. Treasury ladders, direct indexing, and AI-generated custom index accounts.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.