Hunter Kolmodin is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience working at Fairleigh Dickinson University, Ski Barn, and Eagle Landscaping. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Jason Hoffman is a CFP® with 18 years of industry experience. He is currently with Wiss Private Client Advisors, LLC and has prior experience at US Bank, Bank of America, N.A., and Merrill Lynch. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Joel Orris is a financial advisor at Key Client Fiduciary Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wachovia Securities Financial Network, Realta Investment Advisors, and Realta Equities. Key Client Fiduciary Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, corporations, and other business entities by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm develops client-specific investment policies and constructs portfolios based on fundamental analysis, with ongoing monitoring and periodic reviews.

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 with Masterworks Advisers, LLC in New York, NY, holding the Series 65 and Series 63 designations. She has one year of industry experience, including prior roles at Charles Rutenberg and other financial firms. She also works as a Platform Associate for Masterworks, LLC, performing administrative functions related to alternative investments. Masterworks Advisers specializes in investment advice for individual and high-net-worth clients focused on securitized art investments issued by Masterworks affiliates. The firm utilizes a rules-based investment process informed by art market research and appraisal, offering non-discretionary and limited discretionary advisory services primarily accessed through the Masterworks platform.

Joseph Barbera is a Series 66-credentialed financial advisor at Wellington Shields & Co., LLC with three years of industry experience. Before joining Wellington Shields in 2023, he worked at Fidelity Investments and has held roles outside of finance, including positions in the restaurant and media industries. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and a variety of investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

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.

Robert Grisanti is a financial advisor with Retirable Inc. in New York, NY, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Retirable in 2025, he worked at Fidelity Investments from 2022 to 2024. 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 online planning tools combined with advisor consultations to create personalized retirement plans and primarily implements portfolios using diversified ETF allocations through the Altruist platform.

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.

Stephanie Hughes is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Wiss Private Client Advisors, LLC and Wiss & Company, LLP since 2018, and previously held roles at Bank of America and Merrill. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm combines fundamental and technical analysis in its investment approach and offers a range of services such as wealth management, discretionary portfolio management, and financial planning.

Salim Nazkani is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 22 years and has been with Flagstar-affiliated firms since 2023. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp, an investment-related role. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts with a diversified approach that includes mutual funds, ETFs, alternative investments, and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Vidur Bhalla is a CFA® charterholder with 39 years of industry experience. He has been with Herold Advisors, Inc. since 1999 and also works with Herold & Lantern Investments, Inc. since 2020. Bhalla serves as a director of the charity Mission for Vision (USA). Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a process combining computerized screening and fundamental analysis to construct portfolios focused primarily on domestic large- and mid-cap equities, with periodic use of foreign equities, bonds, and covered-call strategies.

Kevin Earls is a ChFC® with 43 years of industry experience, currently affiliated with Willis Towers Watson Securities, LLC. His career history includes roles at Cetera and Willis Towers Watson entities dating back to 2009. Outside of his investment-related work, he serves as Vice President of SNT Associates, a firm focused on occupational therapy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, which offers personalized financial planning and asset allocation tools combined with discretionary model portfolios. The firm’s approach utilizes diversified model portfolios and Monte Carlo simulations to guide investment decisions for individuals and high-net-worth clients.

Aimee Adler is a CFP® professional with six years of industry experience, currently serving at Shufro, Rose & CO., LLC. Her prior roles include positions at Cerity Partners LLC, Round Table Wealth Management, and Payne Capital Management. She serves as a volunteer board member of the Camp Dream Street advisory board. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm focuses on individualized, long-term portfolio management using a range of investment vehicles and offers access to alternative private funds and 529 college-savings accounts.

Karina Baldizon is a CFP® with three years of industry experience, currently with NerdWallet Wealth Partners, LLC. She previously worked at Lazard Asset Management and Rockefeller & Co., among other firms. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, and JP Morgan Securities. Levy is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing accounts through various platforms including in-house management and LPL-hosted programs.

Chethan Gourkanti is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and REI Systems. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, offers both discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Timothy Urie is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Legacy Edge Advisors. His prior experience includes roles at WealthShield Partners, Orbis Wealth, and TIAA. He is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diversified investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis tailored to client goals.

Victoria Sullivan is a financial advisor at New Horizons Wealth Management with 13 years of industry experience. She holds the Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cabot Lodge Securities LLC. New Horizons Wealth Management is an SEC-registered advisory firm that offers discretionary investment management and comprehensive financial planning to individual clients across income levels, as well as corporations and businesses. The firm uses a process based on modern portfolio theory, combining active and passive funds with occasional buffered ETFs to manage risk, and integrates financial planning into its client relationships.