Karina Baldizon is a CFP® with four years of industry experience, currently serving at NerdWallet Wealth Partners, LLC. Prior to joining NerdWallet Wealth Partners, she worked at Lazard Asset Management Securities LLC and Lazard Asset Management LLC for three years, and held roles at Truvvo Partners and Rockefeller Financial. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations. The firm provides discretionary investment management and integrated financial planning, focusing on passive, asset-class-weighted portfolios supplemented by third-party sub-advisers for specialized strategies.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC based in New York, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and JP Morgan Securities. Outside of his advisory work, he is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, and charitable organizations. The firm employs a long-term, diversified investment approach using a combination of firm-managed models, independent managers, and LPL Financial platforms.

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.

Ira Rousso is a CFP® with 23 years of industry experience, currently serving as an advisor at Henley & Company Wealth Management LLC in New York City. He has been with Henley & Company Wealth Management and its affiliated entity since 2009 and worked previously at Equitable Advisors from 2004 to 2009. Henley & Company Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and retirement plans. The firm manages approximately $93.9 million across about 63 clients through a team of five advisors, employing a variety of analytic methods and tailored strategies aligned with each client’s risk tolerance and goals.

Scott Mills is a CFA® charterholder with four years of industry experience. He is currently an advisor at Fortitude Advisory Group L.L.C. in New York, NY. Prior to this role, he worked for 12 years at Voya Investment Management. He is also involved with Charity Footprints, where he has been active since 2017. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals and their retirement trusts, as well as pension and profit-sharing plans, charitable organizations, and some businesses. The firm manages accounts through a network of financial advisors and operates multiple affiliated entities across more than five offices.

Keith Lindberg is a financial advisor at Freedom Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3D/L Capital Management, LLC and 3D Asset Management Inc., as well as operating Keith Lindberg Associates since 1996. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic investment approaches, combining passive asset-class index funds and ETFs to construct diversified portfolios and manage risk.

Adrienne Garofalo is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 18 years of industry experience. She has been with Gagnon Securities since 2012. Garofalo volunteers as a Co-Chair for US Conference Events and Global Angels Chair for the nonprofit organization 100 Women in Finance and also provides administrative support to the Gagnon Family Foundation. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements, overseeing over $529 million in regulatory assets. The firm employs a research-intensive, generalist equity approach focused on long-term capital appreciation and offers both advisory and brokerage services.

Reed Choate is a financial advisor with Neville, Rodie & Shaw Inc., where he has worked for 15 years. He holds 13 years of industry experience. 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’s investment approach focuses on fundamental equity analysis, long-term holding periods, and balanced portfolios tailored to client objectives, reviewed regularly by an investment committee.

Farrel Liger is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Atcap Partners, LLC, where he has worked since 2022. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses to CPAs and is involved with nonprofit organizations focused on humanitarian education and community support. Atcap Partners provides investment management and financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm uses proprietary strategies, sub-advisors, and a blend of analytical methods including fundamental and technical analysis, incorporating market-timing techniques and alternative investments alongside traditional portfolios.

John Cunningham Jr. is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at Empirical Research Partners since 2018 and previously spent five years at Cowen and Company, LLC. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers globally. The firm focuses on quantitative models that integrate macroeconomic and statistical analysis to inform market style, risk, and opportunity assessments without managing client assets or executing trades.

Sheila Baird is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 59 years of industry experience. She has worked at Kimelman & Baird since 1966 and previously spent 24 years at Daeg Capital Management, LLC. Kimelman & Baird provides discretionary portfolio management to individuals, families, trusts, charitable and institutional investors, primarily through separately managed accounts. The firm uses fundamental and technical analysis to implement both long- and short-term trading strategies tailored to client objectives.

David Boak is a Certified Financial Planner® with 19 years of experience in the financial services industry. He currently works at Wiss Private Client Advisors, LLC and previously held positions at Fidelity Investments for a combined 13 years. Wiss Private Client Advisors is a team of ten advisors managing approximately $1.2 billion in assets, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor portfolios across mutual funds, ETFs, individual securities, and Independent Managers, with services that include discretionary portfolio management and financial planning.

Adam Sussman is a financial advisor at Bravias Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bravias Capital Group since 2017, following four years at 180 South Group. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm manages approximately $181 million in assets across 400 client relationships, using a model portfolio approach that incorporates various asset classes and includes financial planning as part of its investment management services.

Keenan Brathwaite is a financial advisor at Atcap Partners, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Ceros Financial Services, Inc., National Securities Corp, Aegis Capital Corp, and Spartan Capital Securities, LLC. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, incorporates timing trades to anticipated market cycles, and offers access to third-party managers and alternative investments through affiliated entities.

Robert Waas is a financial advisor at RSW Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RSW Investments and its related entities since 2005. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, using credit research, yield-curve targeting, and duration management across three core mandates.

Susan Sofronas is a financial advisor at Manchester Capital Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory work, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she participates in strategic oversight. Manchester Capital Management provides investment advisory and wealth-management services to high-net-worth individuals, families, family offices, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes an asset-allocation approach implemented mainly through third-party managers and pooled vehicles, managing primarily discretionary, long-term portfolios with occasional tactical adjustments.

Maureen Drew is a financial advisor at Gagnon Securities, LLC with 30 years of industry experience. She has been with Gagnon Securities since 1999 and holds a Series 63 designation. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering brokerage services and operating affiliated pooled vehicles and partner funds.

Richard Sendell is a financial advisor at Circle Advisers Inc. in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Circle Advisers since 2005. Outside of his advisory role, Sendell is also licensed as an insurance agent. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis and employs a range of strategies including mutual funds, ETFs, equities, fixed income, and options for hedging or income.

Luke Rich is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Delaware and Ridge High School. Wiss Private Client Advisors, LLC manages approximately $810 million for 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 across various asset classes and strategies.