Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.

Scott Fullman is an investment advisor representative at Revere Wealth Management LLC with 38 years of industry experience. He has been with Revere Securities LLC since 2015 and spent a year at Olympian Investment Management, LLC in 2014. Fullman is also the president and founder of Fullman Technologies, Inc., which provides educational materials related to options trading, including authoring an options book. Revere Wealth Management LLC offers discretionary and non-discretionary portfolio management primarily for individual and institutional clients. The firm employs a research-driven investment approach that combines fundamental, technical, and macro analysis across various asset classes, tailoring portfolios to client objectives and providing both portfolio management and financial planning services.

Derek Wittjohann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2010 to 2023 before joining Premier Path Wealth Partners, LLC in 2023. Derek is based in Madison, NJ, and is part of a four-advisor team at Premier Path. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combined fundamental, technical, and quantitative investment approach and utilizes third-party platforms and managers to support client strategies.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.

Edward Kim is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Old City Securities, Swiss Hill Advisors, and Hudson Executive Capital. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on non-discretionary portfolio management, financial planning, and referral services, with a client segmentation approach based on committed capital. The firm employs a broad investment universe and often recommends third-party managers while managing approximately $390 million in client assets.

Henry Peelle IV is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Masterworks and Masterworks Advisers since 2023, following prior roles that include positions at H&R Block and various other employers. 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 a rules-based investment process that incorporates art market research, third-party appraisals, and historical data analysis, primarily offering non-discretionary advisory services via the Masterworks platform.

William Wurm is a CFA® charterholder with over 31 years of industry experience. He has been with Beech Hill Advisors and its affiliated entities, including Point Windward Advisors, Inc., since 2001. Outside of his advisory role, he is a partner and member of Beech Hill Financial, LLC, where he assists in operations and opportunity identification. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, including short sales and option strategies, managing approximately $358.6 million in client assets.

Mariano Henin is a CFP® professional with 20 years of industry experience, currently serving at Andrew Garrett Inc. since 2006. Prior to that, he worked at Globalstar Tesam Argentina for 19 years. He holds Series 63 and Series 65 licenses. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a multi-platform investment model with various advisory programs and works with multiple sub-advisers to implement strategies across ETFs, mutual funds, individual securities, and options.

Candy Miles is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. Her background includes roles at Arete Wealth Advisors, Independent Brokerage Solutions, and Artnet Auctions. She is also a Platform Associate for Masterworks, LLC, an alternative investment platform, where she performs administrative functions. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers advisory services ranging from point-in-time advice to non-discretionary programs, emphasizing long-term holdings accessed through the Masterworks platform and employing a rules-based investment process informed by art market research and third-party appraisals.

Debra Noble is a CFP®-designated financial advisor at Blackdiamond Wealth Management, LLC with 18 years of industry experience. She has worked at Blackdiamond since 2020 and previously spent five years at UBS Financial Services. Noble is also a licensed insurance agent involved in the sale of commissionable insurance products. Blackdiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and ERISA retirement plan advisory services through a long-term, diversified investment approach.

Judith Lutzy is a CFP® with 37 years of industry experience, currently serving at Tilson Financial Group Inc. and American Portfolios Financial Services Inc. She holds Series 63 and Series 66 licenses. In addition to her advisory work, she is an independent insurance broker for various companies. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily composed of mutual funds and ETFs.

Adam Godino is a financial advisor at SB Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for approximately 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, utilizing fundamental, technical, and qualitative analysis to tailor portfolios through mutual funds, ETFs, individual equities, and third-party managers.

Thomas Martin is a ChFC® with five years of industry experience and is based in New York, NY. He is part of Circle Advisers Inc., where he has been affiliated since 1981, which reflects a long tenure with the firm. Outside of his advisory role, Martin is involved in life insurance brokerage through affiliated entities such as Circle Consulting Group, Inc. and Circle Benefits Planning, Inc. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm manages client assets using fundamental analysis and a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, while maintaining a team-focused approach across multiple offices.

Elena Ladygina is a CFP® and Series 66-registered financial advisor at Veris Wealth Partners, LLC with 13 years of industry experience. She previously worked at Pinnacle Associates, Ltd. and Withum Wealth Management. Elena serves on the Board of Directors and the Investment, Audit, and Finance Committee of Springpoint Senior Living, a nonprofit providing senior housing and care services. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and is a majority woman-led Certified B Corporation.

Frazer Rice is a financial advisor at Next Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Calamos Wealth Management LLC and Wilmington Trust. Rice is also president of Wealth Actually LLC, an IP holding company focused on public speaking, media, marketing consulting, and family education. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including engagements as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies and products across multiple offices.

Kaylin Colby is a financial advisor at Greenline Partners with a Series 65 designation and two years of industry experience. Prior to joining Greenline Partners, Kaylin worked at Otherworld and Heritage Tile, LLC, and attended the University of Wisconsin - Madison. Greenline Partners serves individual clients, trusts and estates, and institutional clients including foundations and family offices, providing discretionary portfolio management and consulting services. The firm employs a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes.

Edward Doherty is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Houlihan Lokey and Alastar LLC. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm manages client accounts primarily on a non-discretionary basis and offers tailored onboarding arrangements based on committed capital.

Joshua Garcia is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Royal Alliance and The Northstar Group since 2013. Outside of finance, he is also a musician and songwriter who performs original music under his own name. The Northstar Group, Inc. is a five-advisor team managing over $870 million in discretionary assets for individuals, trusts, pension plans, and business entities. The firm provides customized portfolio management and financial planning, emphasizing risk tolerance assessment and adapting strategies to client circumstances and market conditions.

Maxwell Levi is a financial advisor at Perennial with a Series 65 designation and three years of industry experience. He has been with Perennial Advisors since 2023. Perennial serves individual clients across a range of net worth levels, family offices, trusts, estates, small businesses, and other organizations. The firm provides wealth advisory and financial planning, discretionary and non-discretionary portfolio management, and advises on alternative investments, using a customized, tax-aware approach that incorporates fundamental research, diversification, rebalancing, and efforts to minimize fees and taxes.

Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Investment Management Services LLC, PGIM Investments LLC, and Pruco Securities LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios and frequently incorporates derivatives such as options and structured products in its strategies.