Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis with bottom-up stock selection across multiple model series. The firm manages accounts on a discretionary basis and offers various delivery platforms and advisory services.

Eduard Kazatsky is a Series 66-licensed financial advisor at Kingswood Wealth Advisors, LLC with four years of industry experience. He has held roles at Kingswood Capital Partners and Benchmark Investments, Inc., among others. Outside of his advisory work, he is the managing member of Martin-Kazatsky Motors, LLC, which involves race car ownership and operations. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm delivers investment advice on both discretionary and non-discretionary bases, employing an open-architecture platform and integrating insurance-linked account management through affiliated entities.

Jacob Saxton is a financial advisor with Advisors Capital Management, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with customized private accounts, model strategies, and a self-directed brokerage solution, managing over $8 billion in discretionary assets across a broad range of equity and fixed-income approaches.

Mary Bellofatto is a financial advisor at Simplicity Wealth with three years of industry experience. She holds a Series 65 designation and has held roles at multiple firms, including Benefit Providers LLC and Roseland Retirement Planning. Outside of her advisory work, Mary is involved in real estate sales through Blue Line Realty and serves as president of Retire Now LLC, focusing on insurance product sales. Simplicity Wealth provides advisory services to a diverse clientele, including individual investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through its managed account platform.

Marc Scudillo is a CFP® professional with 30 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His career includes roles at EisnerAmper Wealth Management, Aurora Private Wealth, EverBank, and DAI Securities, among others. Outside of his advisory work, he holds CFO positions with software technology companies Smart Data Fusion, LLC and ShelfScreen, LLC, and serves as Executive Vice President and shareholder of EAG Wealth Management Strategies LLC. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a diversified investment approach with discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Daniel Goldschmidt is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with 20 years of industry experience. His career includes positions at Merrill and Aegis Capital Corp before joining his current firm in 2021. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm combines discretionary and non-discretionary portfolio management with financial and estate planning, emphasizing international investing and offering a range of model portfolios, separately managed accounts, and brokerage products.

Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with five years of industry experience. He previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, employing a range of investment vehicles and alternative strategies.

Safet Musovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His prior experience includes roles at CitiGroup, LPL Financial, Northfield Bank, and Capital One Investing. Outside of his advisory work, he is involved as an owner of a rental property business in Newark, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized implementation process.

Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cantella & Co., Inc. and Joseph Gunnar & Co. LLC. Mondiello serves as a board member of the North Shore Child and Family Guidance Center. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management, financial and estate planning, and brokerage services, with a notable emphasis on international investing and management of pooled vehicles.

Ori Pagovich is a financial advisor at Chelsea Advisory Services, Inc. with 27 years of industry experience. He holds the Series 63 designation and has previously worked at FSC Securities Corporation and OSAIC. Outside of his advisory role, Pagovich teaches in an after-school program with the nonprofit Makom NY. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and manages diversified portfolios across multiple asset classes, generally on a discretionary basis.

Benjjamin Zales is a financial advisor with Wealth Watch Advisors, Inc, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Chelsea Financial Services Inc, IP Financial Advisory Services LLC, Innovation Partners LLC, and McRoberts Protective Agency. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment methods, utilizing third-party model managers and offering access to approved alternative private placements for eligible accredited investors.

Mark Tassie is a financial advisor at Savvy with 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, as well as self-employment and work with Koyote Trading LLC. He holds Series 63 and Series 66 licenses and is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs mostly index-based, long-term investment approaches while offering active equity portfolios and tax-aware direct indexing, integrating fintech tools and specialized sub-adviser strategies.

Meghan Lee is a CFP® professional with three years of industry experience, currently advising at CW Advisors, LLC in New York, NY. She previously worked at Congress Wealth Management LLC for seven years and Boston Private for two years combined. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, charitable organizations, pension plans, and other clients, employing a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Scott Dresser is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) based in New York, NY, holding a Series 65 designation with two years of industry experience. His prior experience includes four years at Wetherby Asset Management and multiple roles within the LNW organization since 2022. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach incorporating active managers, tax-aware strategies, and alternative investments.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, B. Riley Wealth Advisors, Wunderlich Securities, Dominick & Dickerman, and Credit Suisse Securities. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team advisor, combining customized portfolios, model portfolios, and third-party solutions, and uses extensive digital platforms and tools to support client strategies.

Jonathan Ocampo is a financial advisor with Santander Securities LLC based in Brooklyn, NY, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, Citigroup Global Markets, and Investors Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily focusing on retail investors.

Robert Peller is a financial advisor with The AmeriFlex Group in New York, NY, holding a Series 63 designation and 26 years of industry experience. His prior work includes long tenures at Cetera and Kestra, as well as a position at Premier Exhibitions Inc. Outside of his advisory role, he serves as treasurer for the Peller Family Foundation, a 501(c)(3) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.

Tara Shulman is a financial advisor at Compound Planning, Inc. based in New York, NY, with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott and UBS Financial Services. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm uses a fiduciary, goals-based investment process that aligns client objectives with risk-based model allocations and employs a range of strategies from low-cost ETFs to alternative investments.

Alexander Sikarevich is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Latitude Advisors since 2010 and concurrently operates AAS Accounting & Financial Services, providing tax and accounting services. Sikarevich is also the managing member of Pinpoint Forensic Accounting Services LLC, specializing in forensic accounting, business valuation, and expert witness services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm constructs portfolios using a combination of client-specific factors and proprietary model strategies, emphasizing both valuation-driven and quantitative approaches, with continuous monitoring and rebalancing.

David Grecsek is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in New York, NY. He has been with Aspiriant since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning, family office, and specialty services. The firm utilizes customized investment programs guided by internal capital market expectations and offers a broad range of implementation options, including third-party managers and private investments.