Mark Traver is a CFA® charterholder with 13 years of industry experience. He has been with Neville, Rodie & Shaw Inc. since 2000 and is based in New York, NY. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s investment approach focuses on fundamental equity analysis, long-term holding periods, and a balanced allocation across asset classes tailored to client objectives and constraints.

James Di Stasi is a financial advisor at Retirable with six years of industry experience. He has held roles at J.P. Morgan Securities LLC, Merrill, and Bank of America prior to joining Retirable in 2024. He holds Series 63 and Series 66 licenses. Retirable serves individuals who are retired or approaching retirement, along with related trusts and retirement accounts, providing retirement-focused financial planning and discretionary investment management through a combination of online tools and advisor consultations. The firm manages approximately $300 million in discretionary assets and constructs diversified, ETF-based model portfolios tailored to clients' retirement plans and risk tolerance.

Hunter Neumayer is a financial advisor at Retirable with a Series 65 designation and one year of industry experience. His prior roles include positions at Mariner Wealth Advisors, Avior Wealth Management, and TD Ameritrade. Outside of finance, he has worked in the restaurant industry and was involved with Video Game Box Protectors. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses a digital-first approach combining online tools with advisor consultations and primarily implements diversified ETF portfolios through the Altruist platform.

John Benevides is a CFP® professional with five years of experience currently at Zoe Financial, Inc. He has previously worked at Rething Wealth, Ameriprise, OmniLYF, and has a background that includes time at Texas Tech University and Grimaldi's Pizzeria. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network, and also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs.

Christian Di Russo is a financial advisor with Altfest Personal Wealth Management in New York, NY. He holds the CFP®, ChFC®, and Series 66 designations and has over five years of industry experience, including prior roles at Withum Smith + Brown, PC and KPMG. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm emphasizes discretionary wealth and portfolio management supported by an investment committee and offers retirement-plan fiduciary services alongside participant education programs.

Jorge Pizarro Jr. is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Capital One Advisors, LLC, and Capital One Bank. BlackDiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for around 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning with a generally long-term, diversified approach that incorporates low-cost mutual funds, ETFs, and independent managers.

Eric Monroe is a financial advisor at Aurora Private Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with APW Capital, Inc. and Standard Pension Services, LLC, where he also provides retirement plan and benefits consulting. Outside of his advisory role, Monroe is an independent insurance broker specializing in fixed insurance products and operates a separate insurance-related consulting business under his own corporation. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of advisors, utilizing a range of investment strategies and third-party platforms.

Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.

Eric Meermann is a CFP® professional with nine years of experience at Palisades Hudson Asset Management, L.P. in Stamford, CT. He has been with the firm since 2004, holding a vice president role at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing using primarily mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts, including private equity funds, and provides retirement plan consulting and fiduciary services.

Scott Clements is a financial advisor at RMR Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RMR Wealth Management in 2025, he worked at Fountainhead Capital Management for eight years and Merrill for seven years. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor investment portfolios based on client objectives, time horizon, and risk tolerance, employing a range of conventional and alternative strategies.

Veronica Taylor is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ellevest. She previously worked at Northstar Money and Hudson Fusion, with a combined career spanning over two decades in the financial sector. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women invest and plan. The firm offers tailored portfolios based on clients' goals and risk tolerance, emphasizing strategic asset allocation and diversification, and supports its clients with tax-minimization techniques and impact investment options.

Ibrahim Sarker is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles and third-party platforms.

Kevin Hamilton is a financial advisor with Aspire Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He is also involved with Hamilton Cavanaugh & Associates, Inc. and has a minority ownership interest in Upscale Enterprises, LLC, a car wash business. Aspire Advisors provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and employee benefit plans. The firm uses a combination of fundamental and technical analysis and typically implements model portfolios with mutual funds and ETFs tailored to client needs.

Robert Sollazzo is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Quent Capital, LLC and has previously worked at Cerity Partners LLC, SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Before entering the financial advisory field, he was employed at Hamilton College for four years. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, utilizing ETFs, mutual funds, individual equities, and derivatives within its strategies.

Benjamin Shapiro is a CFA charterholder with experience at Quent Capital, LLC since 2025. He previously worked at Basswood Capital Management, LLC from 2019 to 2025, as well as at Hedgeserv and Morgan Stanley Capital Group Inc. His career in the financial industry spans several roles across investment management firms. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients along with investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and financial planning services.

George Merrill is a Series 65 licensed advisor with 12 years of industry experience. He is currently with Sophis Investments LLC, where he has worked since 2021, following nine years at M&R Capital Management, Inc. Merrill is also a licensed attorney admitted to the New York State Bar. Sophis Investments is a small team firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, and certain businesses with discretionary portfolio management and tailored investment advisory services. The firm employs a concentrated, bottom-up fundamental equity approach focused on long-term holdings and uses performance-based fees for qualified clients.

Andoni Yturralde is a financial advisor at Cross Border Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross Border Wealth since 2017, following five years at deVere USA. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Christopher Ward is a CFA® charterholder with 15 years of industry experience. He is currently with Avity Investment Management Inc., where he has worked since 2022. Prior to joining Avity, he was employed at G.research, LLC and GAMCO Investors, Inc. from 2015 to 2022. Avity Investment Management provides discretionary portfolio management to a variety of clients including individuals, trusts, and charitable organizations. The firm focuses on fundamental research and active management of high-quality, liquid securities, maintaining a relatively large asset base with a small adviser team.

Oscar Santaella is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercam Advisor, Inc., Intercam Securities, and Banorte Asset Management. Santaella dedicates a portion of his professional time to an affiliated investment-related business based in Miami, Florida. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

Jeffrey Filone is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. He is also involved in managing several pooled investment funds as a general partner. Platform Technology Partners serves a diverse client base with discretionary and non-discretionary portfolio management, utilizing independent managers, mutual funds, ETFs, and private funds. The firm is notable for actively managing pooled investment vehicles and private funds and operates a network model that integrates advisory, brokerage, insurance, and family-office services.