Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Colleen Sorrentino is a CFA® charterholder with over 33 years of industry experience. She has been with Kelleher Financial Advisors, LLC since 2003 and is also affiliated with Wall Street Access. Kelleher Financial Advisors provides investment advisory services to individuals, families—including high net worth clients—trusts, institutions, corporations, and pension plans. The firm offers discretionary and limited non-discretionary account management, third-party money manager selection and monitoring, and family office consulting, with distinct divisions focused on long-term equity management, balanced portfolios, and value-oriented concentrated equity strategies.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Robert End is a CFP® and holds a Series 63 license, with four years of industry experience. He has worked at Retirable since 2019 and previously at Policygenius from 2015 to 2019. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans, implementing portfolios primarily through diversified ETF allocations.

Alan Reef is a financial advisor at Cary Street Partners Asset Management with six years of industry experience. He holds a Series 65 designation and previously worked at Tradition Asset Management from 2013 to 2020. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative asset allocation and qualitative fundamental analysis across its model portfolios and separate accounts, and it manages a proprietary actively managed ETF along with wrap fee and model programs.

Sean Cole is a financial advisor at Green Ridge Wealth Planning LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Amerisave Mortgage Corporation. Sean also spent time conducting extensive research before joining his current firm. Green Ridge Wealth Planning LLC provides discretionary portfolio management, standalone financial planning, and pension consulting to individual clients and pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets, primarily advising on exchange-traded funds, stocks, bonds, and mutual funds through firm-developed model portfolios and discretionary authority.

Jean Cocinescu is a Series 66-credentialed financial advisor at Atcap Partners, LLC with 17 years of industry experience. His prior roles include positions at National Securities Corp and National Asset Management. Outside of his advisory work, he operates a sole proprietorship involved in real estate and bookkeeping. Atcap Partners serves individual clients across wealth levels as well as institutional entities, offering investment management and financial planning through tailored portfolios and a combination of proprietary strategies, sub-advisors, and third-party asset managers. The firm is notable for its use of fundamental and technical analysis, market-timing strategies, and inclusion of alternative investments alongside comprehensive back-office support for affiliated investment entities.

Marina Ditommaso is a financial advisor with Transcend Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior experience includes roles at Fidelity Brokerage Services and Purshe Kaplan Sterling Investments. She is a co-founder of Ravello Intimates LLC, an online retail store. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, and private foundations. The firm employs a long-term, diversified investment approach across various asset classes and provides a range of advisory services including financial planning, portfolio management, and retirement-plan consulting.

Frank Torrone is a CFP® professional with seven years at Satovsky Asset Management LLC and three years at Lenox Wealth Advisors, totaling ten years of industry experience. He is based in New York, NY, and works as part of a five-advisor team at Satovsky Asset Management. Satovsky Asset Management provides wealth management, financial planning, investment management, and family-office style consulting to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $975 million in assets and employs a goals-based, tax-aware investment approach that combines low-cost passive strategies with selective active tilts and tax-sensitive techniques.

Gregory Rickens is a financial advisor at Premier Wealth Advisors, LLC in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services, INC. Rickens has been with Premier Wealth Advisors since 2020. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and wealth management services. The firm uses a combination of fundamental and technical analysis along with Modern Portfolio Theory to create customized portfolios tailored to clients’ risk tolerances.

Sahil Gupta is a Series 65 licensed financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Ernst & Young LLP and was involved with California Polytechnic State University and its related corporation. Twin Peaks Wealth Advisors manages approximately $585 million for individuals, families, trusts, retirement plans, and other entities, offering discretionary portfolio management, financial planning, and specialized investment strategies through a multi-advisor team approach. The firm emphasizes strategic asset allocation using ETFs and institutional mutual funds, along with tactical overlays and rebalancing.

Danielle Udland is a financial advisor at Next Capital Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Declaration Partners, Apollo Global Management, and JP Morgan. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services and access to alternative investments, customizing asset allocations and employing strategies such as direct indexing and tax-loss harvesting.

Claudia Sadde is a financial advisor at Activest Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Axxets Wealth Management and Nemesis Asset Management LLP. Activest Wealth Management serves individuals, foundations, endowments, and various institutional clients with discretionary portfolio management, consulting, family office coordination, and integrated financial planning. The firm employs a collaborative investment process that includes model portfolios managed through fundamental, quantitative, and risk-based analysis, with an emphasis on international relationships and institutional assets.

Avani Ramnani is a CFP® professional with nine years of industry experience, currently serving at Francis Financial since 2012. She is part of a seven-advisor team based in New York, NY. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce financial planning, and employs both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior work includes roles at Foundations Investment Advisors LLC, Horter Investment Management, Intrinsic Wealth Strategies, Inc., and The College Funding Academy, LLC. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term strategic portfolios based on Modern Portfolio Theory and factor models, often delegating investment implementation to third-party managers under co-advisory arrangements.

Stephen Tuttle is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Signet since 2001, also working at Summit Financial, LLC since 2026. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a combination of fundamental and quantitative analysis to construct diversified portfolios using mutual funds, ETFs, individual equities, fixed-income securities, options overlays, independent managers, and private funds.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

Gideon Drucker is a CFP® professional with 12 years of industry experience, currently serving at Drucker Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis in its investment approach.

Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.