Andrew Altfest is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding the CFP® designation and Series 65 license with five years of industry experience. He has worked with the firm since 2009, accumulating 17 years at Altfest Personal Wealth Management and its predecessor. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm manages individualized portfolios primarily on a discretionary basis and employs fundamental, technical, and cyclical analysis, offering both 3(21) and 3(38) retirement-plan services alongside participant education and tailored consulting.

Ka Wai Kevin Cheng is a CFA® charterholder with three years of industry experience. He is currently with Seabridge Investment Advisors LLC and previously worked at Eastern Window Investment Ltd, TVC Management Ltd, and JW Childs Asia Equities (HK) Ltd. Outside of his advisory role, he serves as a director of Hill 38 Ltd, a holding company based in London. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, and private investment funds. The firm constructs global, equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser to other advisers.

Muhammad Tahir is a financial advisor at Seasons of Advice Wealth Management in New York, NY, with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. from 2006 to 2017 before joining Seasons of Advice Wealth Management and its affiliated SOA Wealth Advisors, LLC. Seasons of Advice Wealth Management offers financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, cash-flow reviews, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Chris Zhang is a financial advisor at Ascend Interplay, LLC with seven years of industry experience. He previously worked at Morgan Stanley Asia Limited and Morgan Stanley & Co LLC before joining Ascend Interplay in 2022. Chris holds Series 63 and Series 65 licenses. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and offers a broad range of investment options, including private placements, real estate, digital assets, and derivatives, while also providing no-cost travel planning services.

Isaac Claar is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Revolve Wealth Partners, LLC since 2023 and previously worked for ten years at Solomon Schechter Middle School. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes discretionary portfolio management, global diversification, and tax sensitivity while coordinating with clients’ other professional advisors.

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 credential with nine years of industry experience. His prior roles include positions at Your Planning Partner, LLC and McAdam LLC. BlackDiamond Wealth Management is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a generally long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and occasionally utilizes unaffiliated independent managers.

Levan Chubinishvili is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Access Wealth, where he has served since 2018, and was previously employed at Hennion & Walsh Inc. from 2014 to 2018. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and employs an Investment Committee to select managers based on risk, returns, and fees.

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.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.

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.

Kathleen Buske is a CFP® professional with 24 years of experience in the financial advisory industry. She is currently with Valley Wealth Managers, Inc. and has previously worked at Hallmark Capital Management Inc. and New Century Asset Management, Inc. VWM is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that includes discretionary management and financial planning, utilizing a mix of equities, fixed income, and cash tailored to client objectives.

Krystina Brown is a CFP® professional with five years of experience at Financial Decisions, LLC in New York, NY. She has been with the firm since 2016, working in various roles within the advisory team. Financial Decisions serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm’s investment approach includes a mix of bonds, equity mutual funds, individual equities, and allocations to independent managers, with a process focused on client objectives, asset allocation, and ongoing portfolio monitoring.

Palak Forbes is a Series 65-licensed advisor at Altfest Personal Wealth Management with one year of industry experience. Prior to joining Altfest, Palak worked at Audacy and The New York Times Company. Altfest Personal Wealth Management serves high-net-worth individuals, retirement plans, trusts, and business entities by providing investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and offers both retirement-plan services and pooled investment vehicles.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

Joseph Goldy is a CFP® with 19 years of experience in the financial services industry. He has been with HIGHLAND Financial Advisors, LLC since 2020 and previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. HIGHLAND Financial Advisors serves individuals, families, high-net-worth clients, and institutional clients, offering wealth management, investment management, and ERISA 3(38) fiduciary services with a discretionary management of approximately $640 million. The firm emphasizes strategic asset allocation aligned with Modern Portfolio Theory and incorporates tax-aware asset location and fundamental analysis in its investment process.

Michael Schwartz is a CFP® with 24 years of industry experience. He has worked at Magnus Financial Group LLC since 2017 and previously spent 18 years with Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is an independent insurance agent. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets and employs a team-based approach that integrates comprehensive planning with diversified asset allocation across various investment vehicles.

Harold Sasnowitz is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth households, as well as institutional clients such as pension plans and charitable organizations. The firm uses a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and diversified asset allocation.