Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles at Banque Transatlantique and involvement with PSL University. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure enabling cross-border custody and European trade execution.

Ellen Lazarus is a financial advisor at Charles Pratt & Company, L.L.C. based in New York, NY, holding Series 63 and Series 65 registrations with five years of industry experience. She has been associated with Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company provides custodial, investment, tax, accounting, and financial planning services primarily to multigenerational Pratt family members and a select group of individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a long-term, asset allocation-focused investment approach and utilizes third-party manager selection and monitoring to manage client assets.

Thomas Murphy is a financial advisor at EmpiriKal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bridgeway Wealth Partners LLC, and Charlesworth & Rugg. Outside of his advisory role, Murphy is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing efficiencies. EmpiriKal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $87.5 million across 199 client relationships with a team of ten advisors, offering tailored investment programs based on fundamental analysis and ongoing portfolio monitoring.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Andrew Altfest is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he was with LTFEST Personal Wealth Management. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Herbert Refvik is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, his background includes roles at Apple Honda and 631 Insider Inc. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

Muhammad Tahir is a financial advisor at Seasons of Advice Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has worked with SOA Wealth Advisors, LLC since 2020 and Seasons of Advice Wealth Management since 2017, following an 11-year tenure at Ameriprise Financial Services, Inc. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm’s investment approach centers on a life-cycle framework called the “Seasons of Advice” process, which sequences planning activities throughout the year and tailors recommendations to each client’s goals and holdings.

Elizabeth Lynch is a financial advisor at N10° Wealth in Greenwich, CT, holding Series 63 and Series 66 licenses. She has one year of industry experience and previously worked at several firms including The London Fund and Meekins Corp. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach incorporating individual securities, ETFs, options, alternatives, direct indexing, and digital assets, and utilizes fundamental, technical, ESG, and quantitative analysis alongside third-party managers and a TAMP for implementation.

Luke Berte is a financial advisor at Vision Investment Advisors, LLC in Stamford, CT, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at UBS Securities LLC and COR Clearing LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, focusing on large-cap, growth-oriented equity selection, income enhancement, and option-based leveraged strategies. The firm also allocates to third-party managers and managed-futures programs.

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual and institutional clients, offering investment management, financial planning, retirement plan services, and consulting. The firm uses a blend of quantitative and fundamental analysis with strategic and tactical asset allocation, incorporating alternative investments and derivatives strategies within separately managed accounts.

Alexander Leon is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Signature Securities and HSBC Bank USA, N.A. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a discretionary investment approach that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager selection.

Debra Burnham is a financial advisor at Premier Wealth Advisors, LLC with 40 years of industry experience and holds a Series 63 designation. She has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, and RMB Capital Management. Burnham serves as a co-trustee for the Bernheim Arboretum and Research Forest Trust and volunteers as a board member for the Scarsdale Transfer Education Plan (STEP) nonprofit. Premier Wealth Advisors, LLC manages approximately $555 million in assets for individuals, corporations, and other entities, offering both financial planning and investment management services. The firm employs a core/satellite investment approach that combines passive index strategies with active managers and tailors portfolios to client risk tolerance, time horizon, and liquidity needs.

Kevin De Rosa is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 65 designation with eight years of industry experience. He has worked at BlackDiamond Wealth Management since 2021 and previously held roles at Your Planning Partner, LLC and McAdam LLC. BlackDiamond Wealth Management is an SEC-registered advisory firm with a team of seven advisors managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services with a long-term, diversified investment approach.

Stephen Farinacci is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 registrations with 32 years of industry experience. Prior to joining Flagstar, he worked at Signature Securities Group Corp. and HSBC Bank USA. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a range of investment strategies that include allocations to mutual funds, ETFs, alternative investments, and third-party managers.

Nicola Patullo is a CFP® professional with 23 years of experience in financial advising. She is currently with Legacy Edge Advisors and previously worked at Orbis Wealth, WealthShield Partners, and TIAA. 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 customizes investment strategies based on individual goals and employs a diverse range of analytical methods and investment approaches.

Henry Beinstein is a financial advisor at Gagnon Securities, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 2002. Beinstein is a Certified Public Accountant and Chartered Global Management Accountant, serving as an Independent Director and Chairman of the Audit Committee at Vector Group LTD, as well as holding independent board roles at the Lombardy Hotel and the Omega Institute, a nonprofit organization. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Olabode Aladenika is a financial advisor at Bridgewater Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bridgewater Advisors since 2022. His prior roles include positions at Relax and Company and Tekoa Missions. 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 provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporations, using a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Brian Gagnon is a financial advisor at Gagnon Securities, LLC with 34 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 1999. Outside of his advisory role, he serves as President of Hilltop Aviation Services, LLC and acts as a trustee for the Gagnon Family Foundation. He is also an advisory council member of the National Kidney Foundation Innovation 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 and operates affiliated pooled vehicles alongside its broker-dealer platform.