Thomas Sokira is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Sokira serves as Managing Partner of Anthem Financial Services, conducting 401(k) consulting. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment options and offers fiduciary consulting and retirement-plan services while operating as a fee-only, independent SEC-registered adviser.

Brian Mayer is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63, Series 66, and Series 65 licenses and bringing 31 years of industry experience. He has worked at Dinosaur Securities, LLC since 2010 and was previously with McGinn, Smith Advisors LLC from 2006 to 2009. RMR Wealth Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporate/business clients through discretionary portfolio management and various managed-account programs. The firm employs third-party platforms and managers to build portfolios tailored to client objectives, offering a range of conventional and alternative investment strategies.

Daniel Katz is a CFP® and holds a Series 66 license with 22 years of industry experience. He is a partner at Revolve Wealth Partners, LLC and has previously worked at Oppenheimer. In addition to his advisory role, Katz is an agent offering fixed insurance solutions through PKS Financial. 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 portfolios tailored to client risk profiles, employing mutual funds, ETFs, individual securities, and third-party managers, with a focus on rebalancing and tax sensitivity.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Marianne D’alessandro is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 19 years of industry experience. She has been with Gagnon Securities since 2005. Outside of her advisory role, she provides administrative support for a family-owned real estate business. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, utilizing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering both advisory and brokerage services.

Cynthia Raad is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameraudi Investment Services LLC and academic positions at Cornell University and Lebanese American University. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach that integrates fundamental, technical, and macro analysis. The firm serves both domestic and foreign clients and operates with a notable affiliation to an in-house broker-dealer and Interaudi Bank.

Jon Tarno is a financial advisor at Cornerstone Planning Group with 16 years of industry experience. He holds the Series 66 designation and has worked with Cornerstone Planning Group and its affiliated firms since 2015. Outside of advisory work, he is involved in insurance brokering and participates as an investor in residential real estate renovation projects. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment strategies and offers ERISA fiduciary consulting services while operating as a fee-only, independent SEC-registered adviser.

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.

Moshe Cysner is a CFP® professional with over 40 years of experience in the financial services industry. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at American Portfolios Financial Services, OSAIC, and Nathan & Lewis Securities, Inc. Outside of his advisory role, he is actively involved in the sale of fixed life and health insurance products through his own business activities. Onyx Bridge Wealth Group LLC advises individuals, trusts, estates, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and proprietary portfolio models incorporating ETFs, alternative investments, and tax-management strategies to tailor accounts to client objectives.

Alexander Orlando is a CFP® with 13 years of industry experience and currently serves as an advisor at Key Client Fiduciary Advisors, LLC. He has previously worked at Wells Fargo Clearing Services, LLC and is involved with Realta Investments Advisors, Inc. and Realta Equities, Inc. Orlando also participates in fixed insurance sales and service. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $896 million in discretionary assets and uses a fundamental analysis approach tailored to clients’ objectives, combining in-house portfolio management with selected independent managers.

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.

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.

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.

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.