John Swikart is a CFP® with eight years of industry experience, currently serving at CFS Investment Advisory Services LLC. His background includes roles at Wealthspire Capital, Wealthspire Advisors, Charles Schwab Bank, and Network 1 Financial Securities. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets, tailoring portfolios with mutual funds, ETFs, individual securities, and Independent Managers, and offers both discretionary and non-discretionary services.

Ruben Ramirez Jr. is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quint Capital, Eagles Coast Capital, Private Advisor Group, LPL Financial, Halen Capital, and Advisors Asset Management. He is also CEO and Chief Investment Officer of Fortitude (DBA ProActive Planning Partners) and Co-Founder/CEO of P3 Asset Management. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of financial advisors and operates multiple affiliated entities, including P3 Asset Management.

Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and third-party manager evaluation to tailor client solutions.

Brandon Apisa is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He has worked at The GenWealth Group, Inc. since 2025 and previously held roles at OmniGrowth Wealth Professionals, Mass Mutual Investors Services, and Equitable Advisors, among others. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management and financial planning, using an ETF-based investment approach that incorporates ESG criteria and tactical positions as appropriate. The firm manages approximately $661 million for about 300 clients and operates as a licensed insurance agency, offering additional services including educational seminars and charitable initiatives.

Richard Lotito is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Invest Financial Corporation and LPL Financial LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Qihang Yao is a financial advisor at Quent Capital, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities, and several other firms. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients, along with advisory services to 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 and pursues a long/short, small-cap oriented strategy focused on companies linked to thematic innovation.

Daniel Delaney is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arete Wealth Management, Masterworks Investor Services, and JPMorgan Chase Bank. He also serves as a platform associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through rules-based selection of single artwork investments, bundles, and model portfolios, with most assets managed on a non-discretionary basis via the Masterworks platform.

Nels Wangensteen is a financial advisor at MayTech Global Investments with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Integre Asset Management and Neuberger Berman BD. Outside of his advisory role, he serves as a trustee for The Panaphil Foundation, a charitable organization. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, wealth platforms, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology, healthcare, and consumer sectors across U.S. and international markets, and manages assets through separately managed accounts, a private pooled vehicle, and an actively managed ETF.

Shinichiro Fukui Tamura is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Banco do Brasil Securities LLC and Bradesco Securities Inc. Outside of advising, he has passive investments in a co-working franchise and owns rental properties in Philadelphia without active management involvement. Stratton Capital provides discretionary investment management primarily to high-net-worth individuals, trusts, and estates, with a client base largely outside the United States. The firm employs a fundamental, long-term investment approach using low-cost mutual funds, ETFs, and individual securities tailored to client objectives and risk tolerance.

Anthony Depersio is a financial advisor at Cornerstone Planning Group with a Series 65 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Petracco & Sons Deli and the Nutley School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm combines fundamental analysis with a preference for low-cost, passive ETFs and mutual funds, offering ERISA fiduciary consulting and flexible financial planning fee structures.

Logan Trenz is a financial advisor at Revolve Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. from 2009 to 2017 before joining Revolve Wealth Partners in 2017. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes diversified portfolios with growth and value integration, global diversification, tax sensitivity, and discretionary management coordinated with clients’ other professional advisors.

Nicholas Taber is a CFP® with eight years of industry experience, currently serving at Vision Retirement. His prior experience includes roles at John Hancock and LPL Financial. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, fiduciary investment management, and automated investing solutions. The firm combines third-party strategist models with advisor judgment and integrates technology and tax-aware techniques in its investment approach.

Eliran Abekassis is a financial advisor at Matauro, LLC with 18 years of industry experience. He holds a Series 66 credential and has worked previously at Equitable Advisors and AXA Advisors. He is also an independent licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages over $1 billion for individuals, trusts, retirement plans, and business entities, offering wealth management, financial planning, and portfolio management through a multifaceted investment approach that includes traditional and alternative asset classes. The firm utilizes both in-house and third-party managers and leverages technology to monitor and implement client strategies across a range of account types.

Venkatesh Kommineni is a financial advisor at Avestar Capital, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including IIFL Capital Inc. and 360 One Inc. He is based in New York, NY. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for individual and high-net-worth clients, private investment funds, accredited investors, charities, and corporate entities. The firm employs a combination of proprietary ETF-based models and third-party portfolios, offering discretionary and non-discretionary management, financial planning, and access to private funds and SPVs.

Christopher Tomolonis is a financial advisor at Woodstock Wealth Management, Inc. in Jersey City, NJ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Wealth Management since 2018, following four years at Woodstock Financial Group, Inc. Tomolonis also operates a separate advisory business focused on insurance agency services. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program alongside other managed account offerings.

Maria Keith is a financial advisor with Public Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her career includes positions at Public Holdings, Inc., JW Cole Financial, Inc., Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors. Outside of her advisory role, she serves as an arbitrator for FINRA and holds an administrative position with DLK Systems Engineering. Public Advisors LLC serves primarily individual investors through an internet-only platform, offering discretionary portfolio management via software-driven processes that include Treasury ladders, direct indexing, and AI-generated custom indices. The firm manages over 4,500 clients and delivers automated trading, rebalancing, and tax-loss harvesting services exclusively through its website and mobile app.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. He serves as president of 100 Donors Inc., a registered nonprofit organization. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients through asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes third-party research and proprietary portfolio models, managing diversified investment strategies tailored to client objectives and risk tolerance.

Kenneth Lafreniere is a financial advisor at Empirical Research Partners LLC in New York, NY, with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Empirical Research Partners since 2012. 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 statistical analysis to inform professional investors' decision-making rather than managing client assets or executing trades.

Thomas Watts IV is a CFA charterholder with 29 years of experience in the financial industry. He is a principal at Watts Capital Partners LLC and previously worked at Watts Capital, LLC and Karbone Capital Markets, LLC for nine years. He also serves as Chief Investment Officer of WealthEdge Investment Advisors, LLC and manages private broadband investments through Radius Management, LLC. Watts Capital Partners LLC provides comprehensive financial planning, wealth management, and investment services to individuals, families, business owners, and enterprises, including specialized tax planning for non-U.S. investors. The firm employs a combination of core, tactical, and alternative investment strategies, utilizing proprietary quantitative models and derivatives, with options for discretionary and non-discretionary management.