Robert Biesiada is a CFP® professional with three years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles and goals, utilizing mutual funds, ETFs, individual securities, and third-party managers, with an emphasis on rebalancing and tax sensitivity.

Kyle Kadish is a financial advisor at Revere Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including IBN Financial Services, Inc. and Provasi Capital Partners. Outside of finance, he serves as an independent contractor assigning referees for NCAA hockey games. Revere Wealth Management LLC operates as a seven-advisor team providing discretionary and non-discretionary portfolio management for individual and institutional clients. The firm employs a blend of fundamental, technical, and macro analysis and offers customized portfolios alongside financial planning and consulting services.

Jessica Vingiello is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has been with Gagnon Securities since 2020. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements. The firm employs a research-intensive, generalist equity approach focused on stock-by-stock selection for capital appreciation with a long-term orientation.

John Preston is a financial advisor with WealthEdge Investment Advisors, LLC, holding Series 63, 65, and 66 designations and over 40 years of industry experience. He previously worked at Watts Capital Partners LLC for six years and Beech Hill Advisors, Inc. for eleven years. WealthEdge serves individual and high-net-worth clients, as well as retirement plans and businesses, providing discretionary portfolio management, model-portfolio services, and access to third-party strategists. The firm employs multi-model core-satellite and dynamic allocation strategies and manages roughly $472 million for around 290 clients through a team of six advisors.

Andrew Laskaris is a CFP® and CFA® with five years of industry experience. He is currently affiliated with Altfest Personal Wealth Management, where he has worked since 2018, including a prior role at Willis Towers Watson from 2016 to 2018. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individuals and institutions, including high-net-worth clients and retirement plans. The firm manages individualized portfolios with oversight from an investment committee and offers both 3(21) and 3(38) retirement-plan services, along with participant education tools and tailored consulting.

Cara Mastrangelo is a CFP® professional with four years of industry experience currently advising with Revolve Wealth Partners, LLC. Her prior experience includes roles at Apollo Global Securities, Apollo Global Management, AllianceBernstein, and Sanford C. Bernstein & Co., LLC. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm emphasizes diversified, globally aware portfolios tailored to client risk profiles and goals, offering a range of financial planning, consulting, and wealth management services.

Joseph Spina is a financial advisor at Platform Technology Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for seven years before joining his current firm in 2022. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, utilizing a process that combines client interviews, risk assessment, and diversified asset allocation across independent managers, mutual funds, ETFs, and individual securities.

Andrew Mc Kay is a financial advisor with Cross Border Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Edward Jones, Royal Alliance Associates, and Old Mutual Capital. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, with a focus on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting, typically allocating client accounts primarily to exchange-traded funds.

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Masterworks Advisers since 2023, with prior roles at Arete Wealth Advisors, Arete Wealth Management, and Masterworks, IO. Outside of advisory work, he is employed as a Masterworks Platform Associate, performing administrative functions related to the firm's alternative investment platform. 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 allocation models, delivering long-term art-related investment solutions primarily on a non-discretionary basis.

Mark Magnusen is a financial advisor at RMR Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Moors Cabot Inc, Park Avenue Securities, Guardian Life Insurance Company, and Merrill. Outside of his advisory role, Magnusen serves on the boards of several nonprofit organizations focused on youth sports, senior services, adult education, and community development. RMR Wealth Management advises individuals, retirement plans, and business clients through discretionary portfolio management and multiple managed-account programs. The firm tailors investment portfolios using third-party platforms and strategies, including conventional and alternative approaches, to align with client objectives and risk tolerance.

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.

Patrick Gorman is a financial advisor at Herold Advisors, Inc. with 40 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Herold Advisors, Inc. since 2025, following prior roles at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Outside of his advisory work, he is the president and owner of an accounting and tax business and a co-author of a book titled *Ghost of the Nightingale*. Herold Advisors, Inc. provides portfolio management services to individuals, businesses, trusts, and institutions, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm customizes investment allocations based on client objectives and risk tolerance, using computer screening and fundamental analysis, and offers quarterly account reviews and market commentary.

Chase Wickenheiser is a financial advisor at Magnus Financial Group LLC with five years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, Modus Park Associates, Mass Mutual Life Insurance Company, IHS Markit, and Ipreo, LLC. Outside of his advisory role, he is involved in life and health insurance activities. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs diversified, long-term portfolio strategies supplemented by proprietary quantitative equity and tax-exempt bond strategies.

Jeffrey Golden is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Circle Advisers Inc in New York, NY. He has been associated with Circle Advisers since 2002 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is also a licensed insurance agent. Circle Advisers Inc primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services and financial planning. The firm manages assets through a fundamental analysis approach, employing both long- and short-term strategies across a diverse range of investments.

Michael Giove is a financial advisor at Night Owl Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs and Guggenheim Securities. Night Owl Capital Management, LLC provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm emphasizes concentrated, long-term public equity investments primarily in mid- and large-cap companies using fundamental analysis and discounted free cash flow valuation.

Drew Collins is a CFA® charterholder with six years of industry experience. He has worked at Magnus Financial Group LLC since 2022 and previously spent eleven years at Greenwich Investment Management, Inc. 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 regulatory assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified asset allocation.

Barbara Ingenito is a financial advisor at Aspire Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton Cavanaugh Investment Brokers, Inc. and Hamilton Cavanaugh, Inc. since the late 1980s. At Aspire Advisors, she serves as Executive Vice President, contributing to the firm’s management and financial advisory services. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client assets using model portfolios tailored to risk tolerance and time horizon, combining fundamental and technical analysis with annual account reviews.

Enri Dama is a financial advisor at WealthEdge Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TSA Portfolio Management, Inc. and Halliday Financial, LLC since 2017, as well as Forefront Capital Markets, LLC from 2013 to 2017. Outside of his advisory roles, he provides consulting services through Ed Hammer LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering custom portfolios and a variety of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Nolan Pecci is a financial advisor at Frec with three years of industry experience. He holds a Series 65 credential and previously worked at SEI Investments and LDR Capital Management. Frec Advisers provides automated, software-based discretionary portfolio management primarily for retail individuals, trusts, and other U.S. resident entities who are clients of its affiliated broker-dealer, Frec Securities. The firm offers services through its web and mobile platform, including direct indexing, tax-loss harvesting, hedging strategies, and portfolio allocation, relying exclusively on an automated platform rather than in-person advice.

Matthew Giller is a financial advisor at Next Level Private LLC with over 31 years of industry experience. He holds the Series 63 and Series 65 registrations and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Services. He is also a licensed insurance agent involved in implementing insurance recommendations. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term portfolio strategies using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with regular client reviews.