Sean Yang is a financial advisor at Herold Advisors, Inc. in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Herold & Lantern Investments, Inc. since 2020 and Bernard Herold & Co., Inc. from 2013 to 2020. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with occasional foreign equities and fixed income instruments.

Carlo Crescenzo is a financial advisor at United Asset Strategies Inc. with five years of industry experience. He holds the Series 65 designation and has been with United Asset Strategies since 2019. His prior experience includes four years at St. John's University. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with diversified, tailored portfolios that include core holdings, ETFs, active fixed-income management, and option strategies.

Yoel Felberbaum is a financial advisor at Park Avenue Investment Advisory, LLC with 8 years of industry experience. He holds the Series 66 designation and has worked with Park Avenue Securities, LLC since 2017 and Guardian Life Insurance Company of America since 2012. Outside of his advisory role, he is involved in software design consulting and serves on the board of a nonprofit organization, Reprieve. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and offers additional services including financial planning and business exit consulting.

Paul Metz is a financial advisor with First American Asset Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Wilshire Securities, Inc. since 1998. Outside of advisory work, he is an agent for A and F Insurance, an insurance brokerage firm. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering both discretionary and non-discretionary portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios with ongoing monitoring and at least quarterly reviews.

Carson Bidawid is a financial advisor at Circle Advisers Inc. with a Series 65 designation and two years of industry experience. He has been with Circle Advisers since 2016. Circle Advisers primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting when requested. The firm emphasizes fundamental analysis across a range of asset classes and operates multiple offices while maintaining a team-sized advisory structure.

Mario Giammarco Jr is a financial advisor at Herold Advisors, Inc. in New York, NY, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Herold Advisors since 2015 and Herold & Lantern Investments since 2020. Outside of his advisory role, he is also an attorney and owner of Giammarco Law and is involved in financial planning through Giammarco Planning Associates. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with additional allocations to foreign equities and fixed income.

Stephen Engel is an advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Private Client Services LLC and TIAA-CREF. He serves as a board member of the Mid Island Y Jewish Community Center. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, and financial planning. The firm manages approximately $543 million for about 283 clients and employs a primarily long-term, discretionary investment approach utilizing a variety of securities and strategies.

Jack Weinstein is a financial advisor with IDB Lido Wealth, LLC and holds a Series 65 credential. He has six years of industry experience, including prior roles at BNY Mellon Wealth Management and Lido Advisors, LLC. Weinstein provides services to IDB Lido Wealth under a services agreement and is employed and compensated by Lido Advisors. IDB Lido Wealth, LLC is a joint venture between Lido Advisors and Israel Discount Bank of New York, offering investment management, financial planning, family office, and retirement and estate planning services. The firm serves a diverse client base, including high-net-worth individuals, family offices, pensions, and charitable organizations, utilizing a multi-asset integrated wealth-management approach implemented directly or through sub-advisers.

Luisa Haratani Bittencourt is a financial advisor at Ameraudi Asset Management, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Ameraudi Investment Services LLC, Ameraudi Asset Management, Inc., and Interaudi Bank. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, offering both discretionary managed portfolios and non-discretionary trading arrangements. The firm’s approach emphasizes a macroeconomic perspective and uses diversified ETFs along with fundamental, technical, and macro analysis.

Melissa Danenberg is a financial advisor at Quent Capital, LLC with Series 65 and Series 63 licenses and over 20 years of industry experience. She previously worked at Lanx Management LLC and Merrill Lynch Pierce Fenner & Smith Inc., accumulating nearly two decades of experience before joining Quent Capital. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods, focusing on a long/short, small-cap strategy tied to thematic innovation such as AI and longevity.

Owen Williamson is a financial advisor at Williamson Legacy Group, LLC in Brooklyn, NY, with five years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, the City of Tampa, and NYC Parks. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages over $183 million in discretionary assets for roughly 343 clients and employs a team-based approach with five advisors.

James Westmacott is a CFP® with 41 years of industry experience. He has been associated with Westco Advisory Services, Inc. since 1983 and also works with Westco Investment Corp. Outside of his advisory role, he owns an insurance agency, Westco Agency, Inc., though he does not actively manage that business. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance and goals-based investment process with a core-and-satellite approach for larger accounts.

Corey Moon is a Series 66 licensed financial advisor with two years of industry experience, currently with Zoe Financial, Inc. He previously worked at Equitable Advisors, LLC and has experience with organizations including Instaswim and the Hillsborough YMCA. Zoe Financial, Inc. operates an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network, and provides a turnkey asset management platform offering reporting, administrative, and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.

Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.

John Gavin III is a financial advisor at Empirical Research Partners LLC with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Empirical Research Partners since 2016. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm focuses on quantitative models combining macroeconomic and industry data with statistical analysis to support professional investors’ decision-making.

Scott Fessler is a CFP® professional with 30 years of experience in financial advising, currently with Woodstock Wealth Management, Inc. He previously worked at St Bernard Financial Services and Woodstock Financial Group. Outside of advising, he owns and operates several businesses including mortgage loan origination and solar energy solutions. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies alongside a distinctive performance-based fee program.

David Poppe is a financial advisor at Giverny Capital Asset Management with 17 years of industry experience. He has held roles at Ruane, Cunniff & Goldfarb and Sequoia Fund, Inc. He also serves as a director of Central Securities Corporation, a closed-end fund, where he participates in investment discussions and board activities. Giverny Capital Asset Management provides discretionary equity-focused investment management to individuals, trusts, and other entities. The firm employs a fundamental, value-oriented approach to construct concentrated portfolios and emphasizes a long-term, low-turnover strategy.

Katia Del Muro Suarez is a financial advisor with Quent Capital, LLC, holding a Series 65 designation and based in New York, NY. She has worked at Quent Capital since 2023 and has prior experience at MSCI Inc and InverCap Afore. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and consulting services with strategies that include derivatives, hedging, and tax-loss harvesting.

Roy Haya is a financial advisor at Fort Point Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fort Point since 2019. Prior to this, he was affiliated with Twenty-First Securities Corporation and Twenty-First Tailored Solutions. In addition to his advisory role, he serves as Managing Director and Head of Derivative Solutions at Fort Point, focusing on structuring option overlays and hedging. Fort Point Capital Partners primarily serves high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm emphasizes risk management, global diversification, active risk control, and tax-aware strategies, employing derivatives and alternative allocations in its investment approach.

Robert Marton is a CFP® with 26 years of experience in the financial industry. He is currently an advisor at IDB Lido Wealth, LLC and has previously worked at Lido Advisors, Bank of America, and Merrill. Mr. Marton serves on the investment committee for Ruth & Norman Rales Jewish Family Services and is a committee member of the Jacobson Jewish Community Foundation. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm provides investment management, financial planning, family office, and retirement and estate planning services to a wide range of clients, utilizing a multi-asset allocation approach and sub-advisory relationships.