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.

William Hayes is a financial advisor at Wellington Shields & Co., LLC with one year of industry experience. He holds a Series 66 designation. Hayes is the founder of Rondevoo LLC, a non-investment business that previously operated a platform allowing fans to Facetime with college athletes. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. She has been with Grandfield & Dodd, LLC since 2016. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm’s investment approach focuses on long-term, fundamental equity analysis and diversified portfolios designed to preserve and enhance clients’ real purchasing power, incorporating tax and estate considerations.

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.

Richard Ciuba is a financial advisor at Argus Investors' Counsel, Inc. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at H.D. Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions. The firm’s investment approach focuses on bottom-up stock selection and long-term, low-turnover strategies, offering diversified portfolios alongside specialized strategies and model portfolio licensing to other advisers and platforms.

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.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Madison Mount is a Certified Financial Planner (CFP®) with four years of industry experience. She has worked at Francis Financial since 2022 and previously held positions at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing a mix of long- and short-term strategies alongside quarterly portfolio reviews.

Anthony Vivona is a financial advisor at Beech Hill Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at JDX Consulting and Tulane University. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis methods and manages approximately $358.6 million in client assets.

Jeffrey Dziegielewski is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He has worked at The Northstar Group, Inc. and Royal Alliance since 2017, and previously at Monticello Consulting Group from 2012 to 2017. In addition to his advisory role, he is also licensed as an insurance agent. The Northstar Group, Inc. is a five-advisor team managing discretionary portfolios and providing financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment, supports investment decisions with extensive research, and typically operates under discretionary authority.

Daniel Smith is a CFP® and holds a Series 65 license with two years of industry experience. He joined Francis Financial in 2026 after roles at Lido Advisors, LLC, and Exchange Capital Management Inc. Earlier in his career, he worked in pediatric dentistry and held an academic position at Michigan State University. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, individualized portfolio management, comprehensive financial planning, and specialized divorce financial planning, utilizing both discretionary and non-discretionary strategies with regular portfolio reviews.

Sean Gallagher is a CFP® professional with seven years of industry experience. He has worked at HIGHLAND Financial Advisors, LLC since 2019 and previously at Summit Financial Resources Inc. from 2017 to 2018. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services, using a Modern Portfolio Theory-based approach with diversified mutual funds and ETFs, discretionary portfolio management, and ERISA 3(38) fiduciary services.

Ankur Patel is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest, Inc. since 2019. Prior to joining Ellevest, he worked at Lenox Wealth Advisors and MML Investors Services, including MassMutual Life Insurance Co / Lenox Advisors. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years and Certuity for one year before joining Serenus in 2024. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a mix of fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and periodic rebalancing to align portfolios with client objectives.

Donald Chappell is a financial advisor at Wellington Shields & Co., LLC with five years of industry experience. He has been with Wellington Shields since 2009. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies, and offers multiple execution and servicing options through its dual registration as both an investment adviser and broker-dealer.

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Blair Cohen is a financial advisor at GoalVest Advisory LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guggenheim Securities, EY LLP, and Mizuho Securities USA. Cohen serves as managing partner at GoalVest Venture Capital and is an advisory board member of Alervio. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis, managing accounts chiefly on a discretionary basis.