Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. Traphagen Financial Group 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 discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Stern is a financial advisor at Point Windward Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beech Hill Advisors, Inc. since 2010. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm combines fundamental, quantitative, qualitative, and technical analysis methods, including short sales and option writing, to manage approximately $358.6 million in client assets.

Brian Mcglynn is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Flagstar and its related entities since 2023, and previously spent nearly a decade at Signature Securities Group Corp./Signature Bank. In addition to his advisory role, Mcglynn serves as a Vice President and Compliance Officer/AMLCO at Flagstar Advisors, Inc. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a range of investment vehicles and third-party managers with an emphasis on documented investment policies and ongoing monitoring.

Jacques Freeman is a CFP® professional with eight years at Bridgewater Advisors Inc. and a total of five years in the financial industry. He previously worked at Monarch Business & Wealth Management for four years. Based in New York, NY, he is part of a 14-advisor team at Bridgewater Advisors. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning services 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.

Brian Gamble is a CFP® professional with five years of industry experience, currently serving at First Long Island Investors, LLC. He has been with the firm since 2006, where he holds the position of Senior Vice President of Private Wealth Management. First Long Island Investors, LLC advises individuals—including high-net-worth households—corporations, and charitable organizations, typically starting with relationships of at least $5 million in assets. The firm employs a long-term, individually tailored investment approach emphasizing diversified asset allocation through internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

Robert Searle is a Series 66 licensed advisor at Searle & Co. in Greenwich, CT, with 48 years of industry experience. He has been with Searle & Co. since 1982. Outside of his advisory work, he serves as a trustee for a private trust, managing trust assets and overseeing distributions and compliance. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships through a seven-advisor team, employing a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

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.

Jason Ambrosini is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has worked at United Asset Strategies since 2019. Prior to that, he was employed at Bookkeeper 360 and Stony Brook University. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model that emphasizes diversified, tailored portfolios with active fixed-income management and the use of options and margin transactions.

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.

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Shinichiro Fukui Tamura is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bradesco Securities Inc and Banco do Brasil Securities LLC. Outside of his advisory role, Mr. Tamura has passive investments in a co-working franchise business and owns rental properties, though he is not actively involved in their management. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, primarily serving a non-U.S. clientele. The firm employs a fundamentally driven, long-term investment approach, constructing customized portfolios that often include low-cost mutual funds, ETFs, and individual securities while acting as a fiduciary.

Mark Pittsey is a financial advisor at Flagstar Securities, Inc. in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flagstar, he worked at HSBC Private Bank and HSBC Securities (USA) Inc. and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis, employing a range of investment strategies and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

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.

Eliran Abekassis is a financial advisor at Matauro, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Abekassis is also a licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across about 876 client relationships and offers wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment approach that includes fundamental, macroeconomic, technical, and ESG analysis, covering a broad range of traditional and alternative asset classes.

Claire Brennan is a financial advisor at Tortoise Investment Management, LLC, based in White Plains, NY, with 10 years at the firm and 5 years of industry experience. She holds relevant credentials and focuses on serving high-net-worth individuals and trusts. Tortoise provides discretionary investment management primarily to professionals in demanding careers, emphasizing risk management, tax efficiency, and a conservative long-term investment approach. The firm offers comprehensive financial advice beyond portfolio management, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Maria Keith is a financial advisor with Public Advisors LLC based in New York, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has held roles at various firms including Guardian Life Insurance Company and J.W. Cole Financial, Inc. Keith serves as a compliance manager for Public Holdings, Inc. and acts as an arbitrator for FINRA. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online SEC-registered advisory platform. The firm uses a software-driven investment process offering automated discretionary portfolio management with features such as AI-constructed custom indexes and automated tax-loss harvesting.

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.

Simon Hudson is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Atlantic Intermediaries, LLC and RFIB. Outside of advisory work, Hudson is involved in insurance-related businesses, acting as program head for Mission Underwriters Hudson Series, LLC and president of Simon The Entrepreneur LLC, which supports insurance business development. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a fiduciary approach with customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and tactical strategies.