Anthony Santoloci is a CFP® professional with 10 years of industry experience, currently serving at Shufro, Rose & Co., LLC. His prior roles include positions at Cerity Partners LLC, Gilder Gagnon Howe, Niagara International Capital Limited, and Ameriprise Financial Services, Inc. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using equities, fixed income, ETFs, mutual funds, and cash equivalents.

Xerxes Mullan is a financial advisor at Avestar Capital, LLC in New York, NY, holding Series 65 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. He serves on the board of directors for Pratham USA, an education nonprofit. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for a diverse client base including individuals, high-net-worth clients, private funds, and charities. The firm employs a combination of proprietary ETF strategies, third-party model portfolios, and offers access to private funds and SPVs.

Sofia Figueroa is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ellevest. Her prior experience includes roles at Morgan Stanley, B&H Company, Inc., and Anheuser-Busch. She holds Series 66 and Series 65 licenses. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with values-aligned investment options and comprehensive financial planning services.

Michelle Ross is a Series 65-licensed financial advisor with Asset Management Group, Inc. in Stamford, CT. She has seven years of industry experience and has been with the firm since 2019. Asset Management Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, estates, and corporate clients. The firm emphasizes asset allocation and manager selection using a combination of fundamental, technical, quantitative, and qualitative analysis.

Thomas Arch is a financial advisor at Arch Global Advisors, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Masterworks, and Prudential Financial Planning Services. He has a background that includes work in educational and club settings before entering the financial services industry. Arch Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and derivative strategies as appropriate.

Yu Bai is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Empirical Research Partners LLC since 2014. Based in New York, NY, Yu Bai holds a Series 63 license and works within a four-advisor team. Empirical Research Partners serves an exclusively institutional client base by providing data-driven subscription research and on-request investment advice. The firm uses proprietary quantitative models and a middleware approach combining macroeconomic analysis with factor modeling to inform institutional decision-making.

Sachin Kumar is a financial advisor at Laidlaw Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2016 to 2019. Since 2019, he has been associated with both Laidlaw Wealth Management and Laidlaw & Company (UK) Ltd. Laidlaw Wealth Management LLC serves individuals—including high-net-worth clients—pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management and financial planning, constructing customized portfolios using institutional-class funds, ETFs, structured products, and fixed-income securities, while incorporating Modern Portfolio Theory and independent money managers in its approach.

Stephen Nicholas is a financial advisor at Platform Technology Partners with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including JPMorgan Chase Bank NA and Boston Scott LLC. Nicholas serves as a board member for First Tee, an organization that educates youth through its "Path to College" program. Platform Technology Partners provides portfolio management and financial consultation services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm utilizes a client-focused investment process with allocations across various securities and actively manages pooled investment vehicles and private funds.

Ye Yin is a financial advisor at MayTech Global Investments with five years of industry experience. He holds a Series 63 designation and has been with MayTech since 2016, previously working at Maytech Capital Management. MayTech Global Investments manages approximately $895 million in regulatory assets and offers discretionary portfolio management, model delivery, and sub-advisory services to individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors such as information technology, healthcare, and consumer names, with a geographic emphasis that includes China.

Stephan Weinberger is a CFA® charterholder with 18 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and also has a long tenure at Armstrong Shaw Associates Inc. Matrix Asset Advisors is an SEC-registered, employee-owned investment adviser serving individuals, high-net-worth clients, and institutional accounts. The firm offers discretionary portfolio management, retirement-plan consulting, and model-portfolio services, focusing on disciplined large-cap value and dividend income strategies that combine quantitative screening with fundamental research.

Eduardo Venosa Junior is an advisor at Stratton Capital Investment Advisory LLC in New York, NY. He holds a Series 65 designation and has experience dating back to 2016 through self-employment, joining Stratton Capital in 2025. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, serving primarily clients outside the United States. The firm focuses on constructing customized portfolios using low-cost mutual funds, ETFs, and individual securities, with an investment approach based on fundamental analysis and long-term orientation.

William Jollie is a financial advisor at Quent Capital, LLC in New York, NY, holding Series 66 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at People's United Advisors, People's Securities, Inc., GFA Securities, LLC, and Gerstein Fisher & Associates, Inc. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled investment vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm's approach blends fundamental, quantitative, and strategic allocation methods, utilizing hedging and derivatives strategies and managing both separate accounts and affiliated pooled funds.

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Richard Derose is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Empirical Research Partners LLC since 2012, where he is part of a four-advisor team based in New York, NY. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing subscription-based, data-driven research and customized investment advice. The firm uses proprietary quantitative models combining macroeconomic and factor analysis to inform institutional decision-making and does not manage client assets or serve retail clients.

Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

Daniel Magier is a CFP® with nine years of industry experience, currently serving at Next Capital Management LLC since 2018. Prior to that, he worked at Fidelity Investments for five years. He holds the Series 66 designation and is based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies through private placement life insurance sub-advisory. The firm offers tailored asset allocation and monitoring, employing a range of investment strategies including mutual funds, ETFs, direct indexing, and tax-managed long/short approaches.

Eduardo Ramirez Cruz is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Truist Investment Services and Santander Private Banking. 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 mainly through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.

Connor Tendall is a financial advisor at Avestar Capital, LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Avestar Capital in 2021, Tendall worked at Snowden Capital Advisors LLC for three years and was a professional golfer from 2016 to 2017. Avestar Capital manages approximately $2.06 billion for individual and high-net-worth clients, private funds, charities, and corporate entities. The firm offers financial planning, discretionary and non-discretionary portfolio management through proprietary ETF strategies, third-party model portfolios, and access to privately offered funds and special purpose vehicles.

Stephen Owen is a financial advisor at South Street Advisors, LLC in New York, NY, with 4 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Brown Brothers Harriman & Co since 1985. Outside of his advisory role, he serves as a governor of the Cedarhurst Yacht Club in Lawrence, NY. South Street Advisors provides discretionary investment management primarily to high-net-worth individuals and institutional clients, including U.S. non-profit endowments and private foundations. The firm employs a systematic, research-driven investment process focusing on asset allocation, quantitative equity screening, and active fixed-income management.

Brett Cohen is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley & Co. LLC, Merrill, Independent Financial Group, LLC, and American Express Company. Outside of his advisory role, he is involved as a member in a venture capital fund and is the sole proprietor of a real estate-related business. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term, fundamentally driven investment approach that incorporates diversified portfolios including mutual funds, ETFs, individual equities, bonds, alternative investments, and derivatives.