Ankur Patel is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest, Inc. since 2019. Prior to joining Ellevest, he worked at Lenox Wealth Advisors and MML Investors Services, including MassMutual Life Insurance Co / Lenox Advisors. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC in New York, NY, holding the Series 66 designation with 13 years of industry experience. His prior roles include nine years at Merrill Lynch and one year at Certuity before joining Serenus Wealth Advisors. Serenus Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a multi-faceted investment approach that combines fundamental, technical, quantitative, sector, and ETF analysis, managing assets both directly and through third-party managers.

Donald Chappell is a financial advisor at Wellington Shields & Co., LLC with five years of industry experience. He has been with Wellington Shields since 2009. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for 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 various investment strategies, and offers multiple execution and servicing options through its dual registration as both an investment adviser and broker-dealer.

Blair Cohen is a financial advisor at GoalVest Advisory LLC in New York, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Mizuho Securities USA LLC, Guggenheim Securities, and EY LLP. Outside of advisory work, he serves as an advisory board member for Alervio, a non-investment-related venture. GoalVest Advisory LLC serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, providing discretionary portfolio management, financial planning, and subadvisory services. The firm’s investment approach integrates fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to develop tailored Investment Policy Statements and model allocations.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. in New York, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at Infor and B&H. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with pre-vetted registered investment advisers through its Advisor Network. The firm also offers a Wealth Platform providing reporting, administrative, sub-advisory, and wrap-fee services to RIAs, without managing client assets directly or charging users for referrals.

Sami Boghos is a financial advisor at Retirable with five years of industry experience. He holds a Series 65 designation and has previously worked at Policygenius and Greenwich Strategy. Retirable serves individuals who are retired or nearing retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolio options with regular portfolio reviews and rebalancing.

Eric Maidenberg is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and UBS Hedge Fund Solutions, as well as leadership in his own consultancy, EJM Impact Solutions. In addition to advisory work, he is involved in management and strategy consulting for early to mid-stage businesses through his ownership of EJM Impact Solutions and a forthcoming growth strategy consultancy, Sublime Growth. Blue Square Asset Management provides financial planning, investment management, sub-advisory, and due diligence services to individuals, family offices, retirement plans, and charitable organizations. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across multiple asset classes and offers specialized digital asset investment strategies.

Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.

Scott Fullman is an investment advisor representative at Revere Wealth Management LLC with 38 years of industry experience. He has been with Revere Securities LLC since 2015 and spent a year at Olympian Investment Management, LLC in 2014. Fullman is also the president and founder of Fullman Technologies, Inc., which provides educational materials related to options trading, including authoring an options book. Revere Wealth Management LLC offers discretionary and non-discretionary portfolio management primarily for individual and institutional clients. The firm employs a research-driven investment approach that combines fundamental, technical, and macro analysis across various asset classes, tailoring portfolios to client objectives and providing both portfolio management and financial planning services.

Edward Kim is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 65 and Series 63 licenses with six years of industry experience. His work history includes roles at Hudson Executive Capital, Swiss Hill Advisors, and Old City Securities before joining Ascend Interplay in 2025. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes alternative structures and private funds. The firm manages client assets on a non-discretionary basis and offers tailored onboarding arrangements based on committed capital.

Henry Peelle IV is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Masterworks and Masterworks Advisers since 2023, following prior roles that include positions at H&R Block and various other employers. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through a rules-based investment process that incorporates art market research, third-party appraisals, and historical data analysis, primarily offering non-discretionary advisory services via the Masterworks platform.

William Wurm is a CFA® charterholder with over 31 years of industry experience. He has been with Beech Hill Advisors and its affiliated entities, including Point Windward Advisors, Inc., since 2001. Outside of his advisory role, he is a partner and member of Beech Hill Financial, LLC, where he assists in operations and opportunity identification. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, including short sales and option strategies, managing approximately $358.6 million in client assets.

Mariano Henin is a CFP® professional with 20 years of industry experience, currently serving at Andrew Garrett Inc. since 2006. Prior to that, he worked at Globalstar Tesam Argentina for 19 years. He holds Series 63 and Series 65 licenses. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a multi-platform investment model with various advisory programs and works with multiple sub-advisers to implement strategies across ETFs, mutual funds, individual securities, and options.

Candy Miles is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. Her background includes roles at Arete Wealth Advisors, Independent Brokerage Solutions, and Artnet Auctions. She is also a Platform Associate for Masterworks, LLC, an alternative investment platform, where she performs administrative functions. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers advisory services ranging from point-in-time advice to non-discretionary programs, emphasizing long-term holdings accessed through the Masterworks platform and employing a rules-based investment process informed by art market research and third-party appraisals.

Debra Noble is a CFP® and Series 66-registered financial advisor with Blackdiamond Wealth Management, LLC, where she has worked since 2020. She has 19 years of industry experience, including five years at UBS Financial Services. Noble is also a licensed insurance agent involved in insurance sales. Blackdiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, employing a long-term, diversified investment approach that incorporates low-cost mutual funds and ETFs, fundamental and technical analysis, and tailored portfolio strategies.

Harris Nydick is a CFP® professional with 41 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 1997. He previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Nydick is a board member of the Jewish Community Foundation of Metrowest NJ and serves on the External Review Committee for FI360. He also teaches at the Adult School of Montclair and is involved with the American Liver Foundation. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes portfolios using mutual funds, ETFs, securities, and independent managers.

Adam Godino is a financial advisor with SB Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily delivers non-discretionary advice, employing fundamental, technical, and qualitative analysis to tailor client portfolios across mutual funds, ETFs, individual equities, and third-party managers.

Thomas Martin is a ChFC® with five years of industry experience and is based in New York, NY. He is part of Circle Advisers Inc., where he has been affiliated since 1981, which reflects a long tenure with the firm. Outside of his advisory role, Martin is involved in life insurance brokerage through affiliated entities such as Circle Consulting Group, Inc. and Circle Benefits Planning, Inc. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm manages client assets using fundamental analysis and a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, while maintaining a team-focused approach across multiple offices.

Elena Ladygina is a CFP® and Series 66-registered financial advisor at Veris Wealth Partners, LLC with 13 years of industry experience. She previously worked at Pinnacle Associates, Ltd. and Withum Wealth Management. Elena serves on the Board of Directors and the Investment, Audit, and Finance Committee of Springpoint Senior Living, a nonprofit providing senior housing and care services. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and is a majority woman-led Certified B Corporation.

Frazer Rice is a financial advisor at Next Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Calamos Wealth Management LLC and Wilmington Trust. Rice is also president of Wealth Actually LLC, an IP holding company focused on public speaking, media, marketing consulting, and family education. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including engagements as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies and products across multiple offices.