Robert Jaffe is a financial advisor at CFS Investment Advisory Services LLC with 24 years of industry experience. He has held positions at CFS Investment Advisory Services since 1999, with a break between 2005 and 2017 during which he worked at Cambridge Investment Research, Inc. He holds Series 63 and Series 66 licenses. CFS Investment Advisory Services provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and independent managers.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. 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 diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Samandar Kasimov is a financial advisor at Avestar Capital, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Neuberger Berman LLC and Frisch Financial Group, Inc. Avestar Capital manages approximately $2.06 billion and serves individual and high-net-worth clients, private funds, accredited investors, charities, and corporate entities. The firm offers financial planning and portfolio management using a combination of proprietary ETF strategies, third-party model portfolios, and access to private funds and SPVs.

Nicolas Sitinas is a financial advisor with Papamarkou Wellner Perkin Advisors in New York, NY. He holds a Series 63 designation and has five years of industry experience, along with fourteen years at Papamarkou Wellner Asset Management, Inc. 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 equity, credit, and alternative strategies.

Hunter Kolmodin is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience working at Fairleigh Dickinson University, Ski Barn, and Eagle Landscaping. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Jason Hoffman is a CFP® with 18 years of industry experience. He is currently with Wiss Private Client Advisors, LLC and has prior experience at US Bank, Bank of America, N.A., and Merrill Lynch. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Joel Orris is a financial advisor with Key Client Fiduciary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at firms including Wachovia Securities Financial Network, Raymond James Financial, and RBC Capital Markets. Orris is also involved in insurance sales through Coastal Insurance Consulting, LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment management. The firm’s approach combines fundamental analysis with tailored portfolios, ongoing monitoring, and a mix of in-house and independent managers.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.

David Kressner is a CFP® and CFA® with 14 years of industry experience. He has worked at Altfest Personal Wealth Management since 2016, following roles at Assetmark, Inc. and ARIS Wealth Services Inc. in prior years. Altfest Personal Wealth Management serves a mix of individual and institutional clients, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and provides retirement plan services alongside its wealth management offerings.

Anisha Mittal is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. She holds Series 63 and Series 65 credentials. Prior to her current role, she worked at Charles Rutenberg and EA Markets LLC. Outside of advising, she serves as a Masterworks Platform Associate, performing administrative functions for an alternative investment platform focused on securitized art investments. Masterworks Advisers provides investment advice exclusively on securitized art offerings to individual and high-net-worth investors. The firm uses a rules-based approach informed by art market research and third-party appraisals, offering long-term investment options accessed through its proprietary platform.

Joseph Barbera is a financial advisor at Wellington Shields & Co., LLC with four years of industry experience. He holds the Series 66 credential and has worked previously at Fidelity Investments. Outside of finance, he has experience in the restaurant industry, including time at Tony and Joe's Seafood Place and 2 Spring Restaurant. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and other entities. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies, offering multiple execution and servicing options including a wrap-fee program and an Advisory Brokerage Group.

Benjamin Bernard is a CFP® credentialed financial advisor with five years of industry experience, currently practicing at Bridgewater Advisors Inc. He has been with Bridgewater Advisors since 2005, working within a team of 14 advisors based in New York, NY. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes using a combination of actively managed and index-related strategies, with ongoing due diligence and quarterly portfolio reviews.

Charles Pouliot is a financial advisor with Wealth Effects in West New York, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bridgeway Wealth Partners, Allied Millennial Partners, Avenir Private Advisors, Procyon Private Wealth Partners, and Merrill Lynch. Outside of advising, he serves as a board member and equity partner of LVXP, LLC, a real estate development company. Wealth Effects is a multidisciplinary team serving individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with discretionary wealth management and financial planning. The firm combines fundamental and technical analysis to manage primarily long-term portfolios using a range of investment vehicles, with a multi-office presence uncommon for its size.

Timothy Feeney is a financial advisor at Bridgewater Advisors Inc. with Series 65 credentials. He has been with Bridgewater Advisors since 2018 and previously worked at Clarfeld from 2005 to 2018. 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 serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, focusing on thoughtful asset allocation across traditional and alternative asset classes and combining actively managed and index-related strategies.

Stephanie Hughes is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Wiss Private Client Advisors, LLC and Wiss & Company, LLP since 2018, and previously held roles at Bank of America and Merrill. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm combines fundamental and technical analysis in its investment approach and offers a range of services such as wealth management, discretionary portfolio management, and financial planning.

Vidur Bhalla is a CFA® charterholder with 39 years of industry experience. He has been with Herold Advisors, Inc. since 1999 and also works with Herold & Lantern Investments, Inc. since 2020. Bhalla serves as a director of the charity Mission for Vision (USA). 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 process combining computerized screening and fundamental analysis to construct portfolios focused primarily on domestic large- and mid-cap equities, with periodic use of foreign equities, bonds, and covered-call strategies.

Kevin Earls is a ChFC® with 43 years of industry experience, currently affiliated with Willis Towers Watson Securities, LLC. His career history includes roles at Cetera and Willis Towers Watson entities dating back to 2009. Outside of his investment-related work, he serves as Vice President of SNT Associates, a firm focused on occupational therapy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, which offers personalized financial planning and asset allocation tools combined with discretionary model portfolios. The firm’s approach utilizes diversified model portfolios and Monte Carlo simulations to guide investment decisions for individuals and high-net-worth clients.

Karina Baldizon is a CFP® with four years of industry experience, currently serving at NerdWallet Wealth Partners, LLC. Prior to joining NerdWallet Wealth Partners, she worked at Lazard Asset Management Securities LLC and Lazard Asset Management LLC for three years, and held roles at Truvvo Partners and Rockefeller Financial. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations. The firm provides discretionary investment management and integrated financial planning, focusing on passive, asset-class-weighted portfolios supplemented by third-party sub-advisers for specialized strategies.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC based in New York, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and JP Morgan Securities. Outside of his advisory work, he is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, and charitable organizations. The firm employs a long-term, diversified investment approach using a combination of firm-managed models, independent managers, and LPL Financial platforms.

Timothy Urie is a financial advisor at Legacy Edge Advisors with 27 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and 66. His prior experience includes roles at WealthShield Partners, Orbis Wealth, Tiaa, TD Wealth Management Services, and Ameriprise. Urie is also an independent licensed insurance agent. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts. The firm uses a combination of fundamental, quantitative, and technical analysis to guide investment decisions and offers both one-time financial plans and ongoing asset management.