Harry Grand is a financial advisor at Angeles Wealth Management, LLC with seven years of industry experience. He has previously worked at Chilton Trust for six years. Harry holds a Series 65 designation and is based in New York, NY. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, incorporating alternative investments through private funds and relying on proprietary manager research and performance measurement in implementing client strategies.

Akhil Kumar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Voya Financial Advisors. Kumar is involved in multiple business activities related to investment advisory and insurance. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also offering ERISA 3(38) fiduciary services and utilizing options, margin, and derivative strategies as needed.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.

Maurice Frank is a financial advisor at ELCO Management Company, LLC with three years of industry experience and holds the Series 65 designation. He has been associated with Maurice Frank and Company since 1997. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension and profit-sharing plans through discretionary portfolio management, separately managed accounts, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, and utilizes options, short selling, and leverage as part of its investment approach.

Lockwood Sloan is a CFA® charterholder with six years of industry experience, currently serving at Shikiar Asset Management Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in New York, NY. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, and foundations. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering active management strategies including covered call-writing and the use of option strategies.

Donik Arabyan is a financial advisor at Papamarkou Wellner Perkin Advisors with five years of industry experience. He has been with Papamarkou Wellner Asset Management, Inc. since 2016. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset-allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across various strategies.

Justine Perdomo is a financial advisor at Bull Harbor Capital LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of her advisory role, she provides consulting and analytics services to another broker. Bull Harbor Capital LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

Sandra Turner is a financial advisor at Watts Capital Partners LLC with 15 years of industry experience. She has been with Watts Capital Partners since 2018 and previously worked at Atlantis Asset Management from 2012 to 2018. She holds Series 63 and Series 65 designations. Watts Capital Partners serves individuals, families, business owners, and enterprises in the U.S. and internationally, including Gen X/Gen Y professionals and clients managing divorce. The firm provides financial planning, wealth management, and investment management services using a structured four-step planning process and implements investment strategies across Core, Tactical, and Alternative categories, including proprietary quantitative tactical models and options strategies.

Lisa Ferrante is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2001. Additionally, she provides compliance support through Gagnon Administrative Services and serves as a partner in related investment entities. 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 operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Tara Recupido is a financial advisor at New Horizons Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at New Horizons Wealth Management since 2003. Outside of her advisory role, she is a Zumba instructor in Denville, NJ. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels as well as corporations and businesses. The firm manages discretionary assets of approximately $203 million and employs an investment approach grounded in modern portfolio theory, combining active and passive funds with financial planning tailored to clients’ objectives and risk tolerance.

Louiza Ferrara is a CFA® charterholder with six years of experience in the financial advisory industry. She has been with Transatlantique Private Wealth LLC since 2020, following nine years at Fourpoints Asset Management, Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process is suitability-driven and incorporates macroeconomic and thematic research from affiliated European teams, combining fundamental and technical analysis to manage portfolios.

Timothy Mc Clatchy is a financial advisor at Seeds with a Series 65 credential and three years of industry experience. His prior roles include positions at myCIO Wealth Partners, LLC and JP Morgan Chase & Co. He has also been involved with several other firms and organizations early in his career. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term, tax-aware portfolios incorporating ESG metrics and proprietary model construction.

David Haddad is a financial advisor at IDB Lido Wealth, LLC with a Series 65 license and four years of industry experience. He has worked with Lido Advisors, LLC and as a self-employed advisor prior to joining IDB Lido Wealth. Haddad provides investment advisory services under a joint venture arrangement between Lido Advisors and IDB Lido Wealth. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm offers investment management, financial planning, family office, retirement, and estate planning services to individuals, family offices, pensions, trusts, charitable organizations, corporations, and insurance companies, using a multi-asset integrated wealth-management approach that includes discretionary and non-discretionary strategies.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company, Incorporated. 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, globally aware portfolios using a range of investment vehicles and emphasizes tax sensitivity, periodic rebalancing, and customized risk-based allocations.

Willis Taylor is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2005. Outside of his advisory role, Taylor is the managing member of Old Growth Partners, a long/short equity hedge fund, and co-managing member of Darwin Partners LP, another long/short equity hedge fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation, combining company meetings, site visits, and industry research.

David Palamar is a financial advisor at Patriot Investment Management Group Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 19 years. Patriot Investment Management Group serves individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

Hans Taenzer is a financial advisor at Alliance Wealth Management Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Alliance Wealth Management Group since 2018. Prior to that, he operated Hans J. Taenzer, CPA, LLC, providing tax preparation, tax planning, and fiduciary services. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary investment and wealth management, financial planning, and consulting, using a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios to client risk tolerance and time horizons.

Alfonso Guerriero III is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Sebak and Monner and Foresters Financial Services, among others. Guerriero also serves as a notary public and performs administrative duties for the partners of Fortis Agency. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination across various asset classes, combining fundamental and technical analysis with strategic asset allocation and institutional manager due diligence.

Leo Marzen is a financial advisor at Bridgewater Advisors Inc. with 19 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Bridgewater Advisors since 1993. Bridgewater Advisors Inc. manages approximately $2.14 billion for around 540 clients through a multi-advisor team, offering discretionary portfolio management, financial planning, consulting, and optional tax-preparation services. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes and provides oversight of private investment funds and other investment-company interests.