Anthony Vivona is a financial advisor at Beech Hill Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at JDX Consulting and Tulane University. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis methods and manages approximately $358.6 million in client assets.

Jeffrey Dziegielewski is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He has worked at The Northstar Group, Inc. and Royal Alliance since 2017, and previously at Monticello Consulting Group from 2012 to 2017. In addition to his advisory role, he is also licensed as an insurance agent. The Northstar Group, Inc. is a five-advisor team managing discretionary portfolios and providing financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment, supports investment decisions with extensive research, and typically operates under discretionary authority.

Daniel Smith is a CFP® and holds a Series 65 license with two years of industry experience. He joined Francis Financial in 2026 after roles at Lido Advisors, LLC, and Exchange Capital Management Inc. Earlier in his career, he worked in pediatric dentistry and held an academic position at Michigan State University. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, individualized portfolio management, comprehensive financial planning, and specialized divorce financial planning, utilizing both discretionary and non-discretionary strategies with regular portfolio reviews.

Ankur Patel is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest, Inc. since 2019. Prior to joining Ellevest, he worked at Lenox Wealth Advisors and MML Investors Services, including MassMutual Life Insurance Co / Lenox Advisors. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years and Certuity for one year before joining Serenus in 2024. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a mix of fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and periodic rebalancing to align portfolios with client objectives.

Donald Chappell is a financial advisor at Wellington Shields & Co., LLC with five years of industry experience. He has been with Wellington Shields since 2009. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies, and offers multiple execution and servicing options through its dual registration as both an investment adviser and broker-dealer.

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Blair Cohen is a financial advisor at GoalVest Advisory LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guggenheim Securities, EY LLP, and Mizuho Securities USA. Cohen serves as managing partner at GoalVest Venture Capital and is an advisory board member of Alervio. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis, managing accounts chiefly on a discretionary basis.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2004. The firm provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. Shufro, Rose & Co. emphasizes individualized, long-term portfolio management using a range of investment vehicles, managing approximately $2.46 billion in assets across its 12-advisor team.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. in New York, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at Infor and B&H. Zoe Financial operates an online referral service connecting individuals and high-net-worth households with pre-vetted registered investment advisers through its Advisor Network. The firm also offers a Wealth Platform providing reporting, administrative, sub-advisory, and wrap-fee services to RIAs, without managing client assets directly or charging users for referrals.

Sami Boghos is a financial advisor at Retirable with four years of industry experience. He holds a Series 65 designation and has previously worked at Policygenius and Greenwich Strategy. 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 combination of online planning tools and advisor consultations to create personalized retirement plans, implementing diversified ETF portfolios primarily through the Altruist platform.

Eric Maidenberg is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and UBS Hedge Fund Solutions, as well as leadership in his own consultancy, EJM Impact Solutions. In addition to advisory work, he is involved in management and strategy consulting for early to mid-stage businesses through his ownership of EJM Impact Solutions and a forthcoming growth strategy consultancy, Sublime Growth. Blue Square Asset Management provides financial planning, investment management, sub-advisory, and due diligence services to individuals, family offices, retirement plans, and charitable organizations. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across multiple asset classes and offers specialized digital asset investment strategies.

Keith Tucholski is a CFP® with 23 years of industry experience, serving as an advisor at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and is based in Chatham, NJ. Hamel Associates, Inc. is a fiduciary wealth management firm that serves high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach, incorporating dividend-paying large-cap stocks and investment-grade fixed income, and offers alternative investments and authorized use of derivatives and margin for very high-net-worth clients.

Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.

Scott Fullman is an investment advisor representative at Revere Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Revere Securities LLC since 2015. Outside of his advisory role, he is president of Fullman Technologies, Inc., a company that provides educational materials for the options business, including authoring an options book. Revere Wealth Management LLC is a seven-advisor team that manages discretionary and non-discretionary portfolios for individual and institutional clients, using a combination of fundamental, technical, and macro analysis. The firm offers tailored portfolio management alongside financial planning and consulting services.

Thomas Woloszyn is a financial advisor at Cornerstone Planning Group with seven years of industry experience. He holds a Series 66 designation and has worked at Strata Capital, LLC, Eagle Strategies LLC, and New York Life Insurance Co. Woloszyn has also been involved with IDA Art Vinyl Graphics and The Clubhouse on Whitney. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and qualified retirement plans. The firm operates as a fee-only fiduciary, focusing on passive investment strategies through low-cost mutual funds and ETFs while tailoring asset allocation to client needs.

Brian Schwartz is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His prior roles include positions at Signature Securities Group Corp. and HSBC, among others. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages roughly $784 million in discretionary assets and offers wealth management, a Managed Account Program, and retirement plan consulting, using a discretionary approach with documented Investment Policy Statements and diversified allocations including third-party managers.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.

Michael Bozzone is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has worked at Cornerstone Planning Group since 2015 and previously held roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. In addition to his advisory work, Bozzone is appointed as an insurance broker for non-registered insurance products. Cornerstone Planning Group is a fee-only, independent SEC-registered adviser serving individuals, businesses, qualified retirement plans, foundations, trusts, and estates. The firm uses a model-based investment approach with a focus on low-cost, passive ETFs and mutual funds and offers fiduciary consulting and retirement-plan services.

Edward Kim is a financial advisor with Ascend Interplay, LLC in New York, NY, holding Series 65 and Series 63 licenses with six years of industry experience. His prior experience includes roles at Old City Securities, Swiss Hill Advisors, and Hudson Executive Capital. Ascend Interplay serves high-net-worth individuals by providing non-discretionary portfolio management, financial planning, referral services, and travel planning. The firm manages a diverse investment universe and operates multiple affiliated entities, serving both U.S. and non-U.S. clients with a focus on asset allocation and third-party model portfolios.