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.

Chethan Gourkanti is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and REI Systems. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, offers both discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

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.

Ira Rousso is a CFP® with 23 years of industry experience, currently serving as an advisor at Henley & Company Wealth Management LLC in New York City. He has been with Henley & Company Wealth Management and its affiliated entity since 2009 and worked previously at Equitable Advisors from 2004 to 2009. Henley & Company Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and retirement plans. The firm manages approximately $93.9 million across about 63 clients through a team of five advisors, employing a variety of analytic methods and tailored strategies aligned with each client’s risk tolerance and goals.

Scott Mills is a CFA® charterholder with four years of industry experience. He is currently an advisor at Fortitude Advisory Group L.L.C. in New York, NY. Prior to this role, he worked for 12 years at Voya Investment Management. He is also involved with Charity Footprints, where he has been active since 2017. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals and their retirement trusts, as well as pension and profit-sharing plans, charitable organizations, and some businesses. The firm manages accounts through a network of financial advisors and operates multiple affiliated entities across more than five offices.

Keith Lindberg is a financial advisor at Freedom Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3D/L Capital Management, LLC and 3D Asset Management Inc., as well as operating Keith Lindberg Associates since 1996. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic investment approaches, combining passive asset-class index funds and ETFs to construct diversified portfolios and manage risk.