Geza Marx is a financial advisor at Wellington Shields Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Marlcroft Asset Management LLC for 23 years. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and offers services including direct portfolio management, third-party manager oversight, and a wrap-fee program.

Erin Gibbons is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at United Asset Strategies, Inc. since 2013 and previously at Stifel and Charles Schwab. Gibbons serves on the board of directors for Dominican Village, a nonprofit assisted living facility. United Asset Strategies, Inc. offers discretionary investment management, retirement-plan and pension consulting, and financial planning to individuals, trusts, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

Natalie Colley is a CFP® professional with Francis Financial in New York, NY, where she has worked since 2015. She has four years of industry experience as part of a seven-advisor team at the firm. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm specializes in investment supervisory services, comprehensive financial planning, and divorce financial planning, employing a range of strategies with quarterly portfolio reviews.

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 holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, Merrill, and Bank of America. Retirable primarily serves individuals who are retired or approaching retirement, along with trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm employs diversified ETF portfolios and individualized investment policy statements, offering model portfolio options with regular reviews and rebalancing under a fiduciary standard.

Hunter Neumayer is a financial advisor at Retirable with two years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and Avior Wealth Management. Outside of finance, he has experience in the restaurant industry with Stirnella Restaurant and Dante Restaurant Group. Retirable primarily serves individuals who are retired or approaching retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm emphasizes diversified ETF portfolios, investment policy statements, and model portfolio options, delivering services under a fiduciary standard with regular portfolio reviews.

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.

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.

Abraham Luciano is a financial advisor at Masterworks Advisers, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Masterworks and NetElixir, as well as teaching experience at Rider University and Union City High School. 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, internal appraisals, and allocation models developed with Mercer.

Scott Clements is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Fountainhead Capital Management, Merrill, and several asset management firms. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed-account programs, using third-party platforms and a diverse investment menu tailored to client objectives and risk tolerance.

John Kelly is a financial advisor at Wellington Shields Capital Management, LLC with 37 years of industry experience. He has been with Wellington Shields and its affiliated firms since 1989. He holds the Series 63 designation. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of fundamental and technical analysis, employing various equity strategies, options, and margin trading, while maintaining formal suitability assessments and ongoing monitoring.

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.

Robert Sollazzo is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is currently part of the team at Quent Capital, LLC, where he has worked for three years. Prior to Quent Capital, he held roles at Cerity Partners LLC, SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and serves as adviser 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, with a focus on a long/short, small-cap oriented strategy emphasizing thematic innovation sectors.

Benjamin Shapiro is a CFA® charterholder with one year of industry experience. He is currently with Quent Capital, LLC and previously worked at Basswood Capital Management, Hedgeserv, and Morgan Stanley Capital Group. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles including the Quent Long Short Global Small Cap Fund, LP. The firm employs a long/short, small-cap oriented strategy focused on thematic innovation sectors and uses a combination of fundamental, quantitative, and strategic asset-allocation methods.

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.

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.