Xing Wang is a financial advisor with BlueSphere Advisors LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Light Horse Securities, Score Priority Corp., Just2Trade, and Whotrades FX. Wang serves as an executive committee member of Ainvest Fintech Inc., where he contributes to business strategy, product planning, and partnership development. BlueSphere Advisors serves individuals, trusts, pension and profit-sharing plans, and institutions by providing both discretionary and non-discretionary investment management alongside financial planning and business-transition consulting. The firm employs a long-term, portfolio-driven approach utilizing mutual funds, ETFs, equities, and fixed income, incorporating margin and options strategies as part of its portfolio construction and risk management tools.

Andres Garcia is a financial advisor with Zoe Financial, Inc. in New York, NY. He holds a Series 63 designation and has five years of industry experience. Garcia has been with Zoe Financial and its related entity Zoe Financial & Co. since 2016. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network. The firm also offers a separate Wealth Platform providing reporting and administrative services to RIAs, while not managing client assets or charging users for referrals.

Evan Slater is a financial advisor with Point Windward Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as Senior Vice President and Fixed Income Portfolio Manager at Beech Hill Advisors, Inc. since 2017. Outside of his advisory role, he manages LRF Slater Co, Inc., an asset management company specializing in commercial real estate development. Point Windward Advisors is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a variety of trading strategies, including short-term trading and options, and emphasizes portfolio management by individual managers who conduct at least quarterly reviews.

Francis Horneff is a financial advisor at Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Herold Advisors, Inc. since 1996 and also has experience with Lantern Wealth Advisors, LLC and Herold & Lantern Investments, Inc. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, and foundations through managed accounts on discretionary and non-discretionary bases, focusing on equities, fixed income, mutual funds, ETFs, and money market instruments. The firm combines computer screening and fundamental analysis to tailor allocations primarily in domestic large- and mid-cap securities, with periodic reviews and quarterly client communications.

James Cifelli is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various capacities within Masterworks-affiliated entities since 2021, as well as at Northwestern Mutual and Independent Brokerage Solutions. 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, third-party appraisals, and an allocation model developed with Mercer.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.

Noah Eleftheriades is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 65 designation and has prior work experience with Volvo Car USA and Elon University. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Eric Mancini is a financial advisor at Traphagen Financial Group with 17 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2009. Mancini contributes as a senior financial writer for Benzinga.com, composing articles on financial and investing topics. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated services that include tax, accounting, and estate planning through an affiliated accounting practice.

Philip Johanson is a financial advisor with Next Level Private LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. Prior to joining Next Level Private in 2021, he worked at UBS Financial Services and was involved with Badger Sports Club. Outside of advisory work, he serves as a swim instructor and camp maintenance worker at Badger Swim Club on weekends. Next Level Private LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios using diversified mutual funds, ETFs, individual securities, and occasional tactical strategies, along with ongoing client contact and annual formal reviews.

Daniel Ramaroson is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 66 designation with four years of industry experience. He previously worked at Fidelity from 2016 to 2021 before joining Empirical Research Partners in 2021. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm uses proprietary quantitative models combining top-down macroeconomic analysis with bottom-up factor modeling to support institutional decision-making and does not manage client assets or offer retail services.

Amy Sun is a financial advisor at Financial Decisions, LLC in New York, NY, holding a Series 65 designation and with three years of industry experience. Her prior roles include positions at PARS International Corp., Bergen Sun Consulting Inc., The College of New Jersey, and Ramapo High School. Financial Decisions, LLC serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm uses a client-focused process to allocate and monitor assets across a diverse mix of investments, including municipal and corporate bonds, equity mutual funds, and private investment funds, operating from multiple offices despite a small advisory team.

Ernest Rispoli is a financial advisor at Discipline Wealth Solutions, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Advisors and Key Bank. In addition to his advisory role, Rispoli is active as a loan originator at Quintessential Mortgage Group, LLC. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by offering tailored investment advisory services including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and provides oversight of both in-house and third-party managers.

Zachary Brody is a CFP® and ChFC® with 13 years of experience in financial advisory. He is currently part of the team at Lumiere Financial and has previously worked at firms including Purshe Kaplan Sterling Investments and Northwestern Mutual. Brody is a member of Forbes Councils, a community for entrepreneurs and leaders. Lumiere Financial offers investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm provides customized portfolio management and financial planning, using both internal models and third-party managers, and includes advanced strategies such as derivatives and margin when appropriate.

Sardar Iftikhar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and VOYA Financial Advisors, Inc. He provides investment advisory services through ARCH Global Advisors, where he has been active since 2018. ARCH Global Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also utilizing options, margin, and derivative strategies as needed.

Brett Rosen is an advisor with Edge Wealth Management, LLC in New York, NY. He has held Series 63 and Series 65 licenses and has been active in the industry since 1991. His experience includes over 30 years with Massachusetts Mutual Life Insurance Company and more than 17 years at Edge Wealth Management. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management and limited financial planning services. The firm customizes portfolios using a fundamental analysis approach across various asset classes and maintains a relatively small client base with approximately $827 million in assets under management.

Carol Cho is a financial advisor at IRC Wealth with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining IRC Wealth in 2022, she worked at NYLIFE Securities LLC and New York Life from 2015 to 2022. IRC Wealth provides financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that combines technical and fundamental analysis with proprietary screening criteria.

Michael Trapp is a financial advisor at Avestar Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Avestar Capital serves a range of clients including private investment funds, high-net-worth families, accredited investors, charitable organizations, and corporations. The firm offers portfolio management, financial planning, due diligence, and family office services, combining internally managed ETF strategies with third-party model portfolios and providing access to proprietary private funds, special purpose vehicles, and customized private equity and hedge-fund opportunities.

Paul Elliot is a CFA® charterholder with 47 years of industry experience. He has been with ELCO Management Company, LLC since 1995 and worked previously at Bruderman Brothers, LLC. Based in New York, he holds the Series 63 designation. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across various strategies and manages private pooled vehicles and separately managed accounts.

Robert Ostrower is a financial advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at American Express, Sony Corporation of America, and Wheels Up. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for 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, offering strategies that include the use of derivatives and hedging as part of its global long/short small-cap investment approach.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of experience in the financial industry. He is the principal of Satovsky Asset Management LLC, where he has worked since 2007, and he also has been affiliated with Purshe Kaplan Sterling since 2009. Satovsky is the author of the book "Your Rich Life" and hosts a podcast focused on industry insights. He volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in assets and emphasizes goals-based planning, tax-efficient portfolios, and low-cost, often passive investment strategies, while maintaining flexibility to include structured notes, private placements, and third-party managers.