Donik Arabyan is a financial advisor at Papamarkou Wellner Perkin Advisors with five years of industry experience. He has been with Papamarkou Wellner Asset Management, Inc. since 2016. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset-allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across various strategies.

Matthew Haertzen is a CFP® and CFA® with 13 years of industry experience. He is currently with Francis Financial and has held prior roles at Cornerstone Portfolio Research, WT Wealth Management, and Four Peaks Wealth Management. He is also a finance lecturer at the University of Arizona, teaching college students since 2017. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for high-net-worth individuals. The firm offers personalized investment policy development, portfolio management, and specialized divorce financial planning, employing a mix of long- and short-term strategies with regular portfolio reviews.

Joshua Rubin is a financial advisor with NerdWallet Wealth Partners, LLC, holding CFP® and Series 66 credentials and bringing four years of industry experience. His prior roles include positions at NewEdge Wealth and UBS Financial Services. Rubin also works as an analyst for Rubin Capital Corp, a boutique investment banking company focused on raising capital for smaller private businesses. 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 manages discretionary portfolios primarily through passive, asset-class-weighted strategies complemented by comprehensive financial planning and utilizes third-party sub-advisers and AI tools for specialized mandates and operational support.

Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

Sandra Turner is a financial advisor at Watts Capital Partners LLC with 15 years of industry experience. She has been with Watts Capital Partners since 2018 and previously worked at Atlantis Asset Management from 2012 to 2018. She holds Series 63 and Series 65 designations. Watts Capital Partners serves individuals, families, business owners, and enterprises in the U.S. and internationally, including Gen X/Gen Y professionals and clients managing divorce. The firm provides financial planning, wealth management, and investment management services using a structured four-step planning process and implements investment strategies across Core, Tactical, and Alternative categories, including proprietary quantitative tactical models and options strategies.

Lisa Ferrante is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2001. Additionally, she provides compliance support through Gagnon Administrative Services and serves as a partner in related investment entities. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Nicholas Churkovich is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 credential and experience spanning multiple roles in financial services since 2017. His prior positions include roles at Koda Capital, Garnaut Private Wealth, and Deloitte. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm operates as a team, managing approximately $263 million in discretionary assets, and primarily implements passive, asset-class-weighted portfolios supported by fundamental analysis.

Louiza Ferrara is a CFA® charterholder with six years of experience in the financial advisory industry. She has been with Transatlantique Private Wealth LLC since 2020, following nine years at Fourpoints Asset Management, Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process is suitability-driven and incorporates macroeconomic and thematic research from affiliated European teams, combining fundamental and technical analysis to manage portfolios.

Timothy Mc Clatchy is a financial advisor at Seeds with a Series 65 credential and three years of industry experience. His prior roles include positions at myCIO Wealth Partners, LLC and JP Morgan Chase & Co. He has also been involved with several other firms and organizations early in his career. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term, tax-aware portfolios incorporating ESG metrics and proprietary model construction.

David Haddad is a financial advisor at IDB Lido Wealth, LLC with a Series 65 license and four years of industry experience. He has worked with Lido Advisors, LLC and as a self-employed advisor prior to joining IDB Lido Wealth. Haddad provides investment advisory services under a joint venture arrangement between Lido Advisors and IDB Lido Wealth. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm offers investment management, financial planning, family office, retirement, and estate planning services to individuals, family offices, pensions, trusts, charitable organizations, corporations, and insurance companies, using a multi-asset integrated wealth-management approach that includes discretionary and non-discretionary strategies.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company, Incorporated. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios using a range of investment vehicles and emphasizes tax sensitivity, periodic rebalancing, and customized risk-based allocations.

Willis Taylor is a financial advisor with Gagnon Securities, LLC in New York, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2005. Outside of his advisory role, Taylor is the managing member of Old Growth Partners, a long/short equity hedge fund, and co-managing member of Darwin Partners LP, another long/short equity hedge fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation, combining company meetings, site visits, and industry research.

David Palamar is a financial advisor at Patriot Investment Management Group Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 19 years. Patriot Investment Management Group serves individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

William Hayes is a financial advisor at Wellington Shields & Co., LLC with one year of industry experience. He holds a Series 66 designation. Hayes is the founder of Rondevoo LLC, a non-investment business that previously operated a platform allowing fans to Facetime with college athletes. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. She has been with Grandfield & Dodd, LLC since 2016. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm’s investment approach focuses on long-term, fundamental equity analysis and diversified portfolios designed to preserve and enhance clients’ real purchasing power, incorporating tax and estate considerations.

Hans Taenzer is a financial advisor at Alliance Wealth Management Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Alliance Wealth Management Group since 2018. Prior to that, he operated Hans J. Taenzer, CPA, LLC, providing tax preparation, tax planning, and fiduciary services. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary investment and wealth management, financial planning, and consulting, using a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios to client risk tolerance and time horizons.

Richard Ciuba is a financial advisor at Argus Investors' Counsel, Inc. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at H.D. Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions. The firm’s investment approach focuses on bottom-up stock selection and long-term, low-turnover strategies, offering diversified portfolios alongside specialized strategies and model portfolio licensing to other advisers and platforms.

Leo Marzen is a financial advisor at Bridgewater Advisors Inc. with 19 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Bridgewater Advisors since 1993. Bridgewater Advisors Inc. manages approximately $2.14 billion for around 540 clients through a multi-advisor team, offering discretionary portfolio management, financial planning, consulting, and optional tax-preparation services. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes and provides oversight of private investment funds and other investment-company interests.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Madison Mount is a Certified Financial Planner (CFP®) with four years of industry experience. She has worked at Francis Financial since 2022 and previously held positions at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing a mix of long- and short-term strategies alongside quarterly portfolio reviews.