Daniel Ebert is a financial advisor at AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Bank of America, Merrill, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Ebert serves as a board member of the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors manages approximately $1 billion in client assets and serves individual and family-office clients, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services.

Keri Primack is a CFP® and Series 63 registered advisor at Quent Capital, LLC with 28 years of industry experience. She has worked at several firms including People’s United Advisors, People’s Securities, and Gerstein Fisher. Outside of her advisory work, she has been an independent insurance agent since 1996 and serves as president of a trust settlement entity. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and manages pooled vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm uses a combination of fundamental, quantitative, and strategic asset allocation methods and employs hedging and derivatives strategies in its portfolio management.

Richard Ainsberg is a financial advisor with Twenty-First Tailored Solutions, Inc. in Scarsdale, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Twenty-First Tailored Solutions since 2011 and previously at Twenty-First Securities Corporation and Crito Capital LLC. Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients by providing ongoing investment strategy and portfolio monitoring. The firm specializes in a short-against-the-box (SATB) strategy and offers non-discretionary advice, managing over $515 million in assets for a concentrated client base.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.

Edward Obrien is a Series 63 registered advisor with over 41 years of experience in the financial industry. He has been with Sophis Investments LLC since 2017 and previously worked at Alexander Capital, L.P. and M&R Capital Management, Inc. Outside of his advisory role, he is an officer of Edward Obrien LLC, a non-investment related holding company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focused on long-term holdings and uses performance-based fees for qualified clients.

Xerxes Mullan is a financial advisor at Avestar Capital, LLC with 20 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Merrill Lynch and Bank of America. He serves on the board of directors for Pratham USA, an education nonprofit organization. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for individual and high-net-worth clients, private investment funds, charities, and corporate entities. The firm employs a combination of proprietary ETF-based models and third-party portfolios, and it offers financial planning, discretionary and non-discretionary portfolio management, and access to private funds and special purpose vehicles.

Sofia Figueroa is a CFP® professional affiliated with Ellevest, bringing eight years of industry experience. Her work history includes roles at Morgan Stanley and Anheuser-Busch before joining Ellevest, where she has been since 2020. Ellevest focuses on discretionary investment management and financial planning services aimed primarily at women. The firm offers personalized wealth management and private wealth services, emphasizing strategic asset allocation, diversification, tax-minimization techniques, and values-aligned investment options.

Thomas Arch is a financial advisor at Arch Global Advisors, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Masterworks, and Prudential Financial Planning Services. He has a background that includes work in educational and club settings before entering the financial services industry. Arch Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and derivative strategies as appropriate.

Yu Bai is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Empirical Research Partners LLC since 2014. Based in New York, NY, Yu Bai holds a Series 63 license and works within a four-advisor team. Empirical Research Partners serves an exclusively institutional client base by providing data-driven subscription research and on-request investment advice. The firm uses proprietary quantitative models and a middleware approach combining macroeconomic analysis with factor modeling to inform institutional decision-making.

Sachin Kumar is a financial advisor at Laidlaw Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2016 to 2019. Since 2019, he has been associated with both Laidlaw Wealth Management and Laidlaw & Company (UK) Ltd. Laidlaw Wealth Management LLC serves individuals—including high-net-worth clients—pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management and financial planning, constructing customized portfolios using institutional-class funds, ETFs, structured products, and fixed-income securities, while incorporating Modern Portfolio Theory and independent money managers in its approach.

Stephen Nicholas is a financial advisor with Platform Technology Partners, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Boston Scott LLC, and Northeast Private Wealth Management. Nicholas serves as a board member of First Tee, an organization that organizes events to educate youth through its "Path to College" program. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across various securities as well as financial consultation. The firm employs a client-centered investment process and manages pooled investment vehicles and private funds, integrating brokerage, insurance, and family-office services within its advisor network.

Ye Yin is a financial advisor at MayTech Global Investments with five years of industry experience. He holds a Series 63 designation and has been with MayTech since 2016, previously working at Maytech Capital Management. MayTech Global Investments manages approximately $895 million in regulatory assets and offers discretionary portfolio management, model delivery, and sub-advisory services to individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors such as information technology, healthcare, and consumer names, with a geographic emphasis that includes China.

Stephan Weinberger is a CFA® charterholder with 19 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and previously worked at Armstrong Shaw Associates Inc for 15 years. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a hybrid investment approach combining systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios across multiple equity and fixed income strategies.

Eduardo Venosa Junior is an advisor at Stratton Capital Investment Advisory LLC in New York, NY. He holds a Series 65 designation and has experience dating back to 2016 through self-employment, joining Stratton Capital in 2025. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, serving primarily clients outside the United States. The firm focuses on constructing customized portfolios using low-cost mutual funds, ETFs, and individual securities, with an investment approach based on fundamental analysis and long-term orientation.

William Jollie is a financial advisor at Quent Capital, LLC with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including People's United Advisors, People's Securities, Inc., GFA Securities, LLC, and Gerstein Fisher & Associates, Inc. since 2006. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and acts as adviser 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 thematic innovation.

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Richard Derose is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Empirical Research Partners LLC since 2012, where he is part of a four-advisor team based in New York, NY. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing subscription-based, data-driven research and customized investment advice. The firm uses proprietary quantitative models combining macroeconomic and factor analysis to inform institutional decision-making and does not manage client assets or serve retail clients.

Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

Daniel Magier is a CFP® with nine years of industry experience, currently serving at Next Capital Management LLC since 2018. Prior to that, he worked at Fidelity Investments for five years. He holds the Series 66 designation and is based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies through private placement life insurance sub-advisory. The firm offers tailored asset allocation and monitoring, employing a range of investment strategies including mutual funds, ETFs, direct indexing, and tax-managed long/short approaches.

Eduardo Ramirez Cruz is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Truist Investment Services and Santander Private Banking. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure mainly through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.