Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Cole Flynn is a financial advisor at Flynn Zito Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, ALPS Distributors, and GraniteShares Inc. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with comprehensive wealth management, investment management, financial planning, and retirement consulting services. The firm employs a variety of investment strategies based on fundamental and technical analysis and operates as a team of seven advisors within LPL Financial’s hybrid RIA program.

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.

Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.

Xing Wang is a financial advisor at Bluesphere Advisors LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Light Horse Securities, Inc., Score Priority Corp., Just2Trade, Inc., and Whotrades FX, LLC. Outside of his advisory role, Wang serves as an executive committee member at Ainvest Fintech Inc., where he assists with business strategy and product planning. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management as well as financial planning and business-transition consulting. The firm emphasizes a long-term, portfolio-driven approach using institutional mutual funds and ETFs alongside equities and fixed income, incorporating margin and options strategies for portfolio construction and risk management.

Andres Garcia is a financial advisor with Zoe Financial, Inc. in New York, NY. He holds a Series 63 designation and has five years of industry experience. Garcia has been with Zoe Financial and its related entity Zoe Financial & Co. since 2016. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network. The firm also offers a separate Wealth Platform providing reporting and administrative services to RIAs, while not managing client assets or charging users for referrals.

Evan Slater is a financial advisor with Point Windward Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as Senior Vice President and Fixed Income Portfolio Manager at Beech Hill Advisors, Inc. since 2017. Outside of his advisory role, he manages LRF Slater Co, Inc., an asset management company specializing in commercial real estate development. Point Windward Advisors is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a variety of trading strategies, including short-term trading and options, and emphasizes portfolio management by individual managers who conduct at least quarterly reviews.

Francis Horneff is a financial advisor at Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Herold Advisors, Inc. since 1996 and also has experience with Lantern Wealth Advisors, LLC and Herold & Lantern Investments, Inc. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, and foundations through managed accounts on discretionary and non-discretionary bases, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm combines computer screening and fundamental analysis to tailor allocations primarily in domestic large- and mid-cap securities, with periodic reviews and quarterly client communications.

James Cifelli is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various capacities within Masterworks-affiliated entities since 2021, as well as at Northwestern Mutual and Independent Brokerage Solutions. 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 an allocation model developed with Mercer.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.

Daniel Ramaroson is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 66 designation with five years of industry experience. He worked at Fidelity from 2016 to 2021 before joining Empirical Research Partners in 2021. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm’s approach combines quantitative macroeconomic and industry data with statistical analysis to deliver proprietary research and tailored advisory input without managing client assets or executing trades.

Amy Sun is a financial advisor at Financial Decisions, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at PARS International Corp. and Bergen Sun Consulting Inc. Financial Decisions serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, providing portfolio management, financial planning, and advice on variable annuities and private investment funds. The firm’s investment approach involves asset allocation based on client objectives, employing a mix of bonds, equities, and independent managers, and operates multiple offices with a combination of services not commonly emphasized by peers.

Robin Condon is a financial advisor with Willis Towers Watson Securities, LLC, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He also owns Lido Consulting Group LLC, a compliance consulting firm. His work history includes roles at Georgetown Financial Group, Inc., Cetera, and Willis Towers Watson Securities. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which features web-based financial planning tools, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios guided by Monte Carlo simulations and client inputs, supported by affiliated fund research and insurance referrals.

Sardar Iftikhar is a financial advisor at ARCH Global Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and VOYA Financial Advisors, Inc. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios primarily using ETFs, individual equities, and mutual funds, with a long-term investment approach that incorporates tactical rebalancing and the use of options and margin in separately managed accounts.

Brett Rosen is an advisor at Edge Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 designations. He has been with Edge Wealth Management since 2009 and has over 35 years of experience in the financial services industry, including a long tenure with Massachusetts Mutual Life Insurance Company. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations, providing discretionary investment management and limited financial planning and consulting services. The firm applies a fundamental analysis approach with tailored portfolios across equity and fixed-income allocations and manages approximately $827 million on a discretionary basis for about 252 clients through a small advisory team.

Carol Cho is a financial advisor with Irc Wealth, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. She has worked at IRC Wealth since 2022, following roles at NYLIFE Securities LLC and New York Life from 2015 to 2022. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is noted for its affiliation with a registered Commodity Trading Advisor that allows for commodity transactions and the use of option-writing and limited short-term trades.