Deborah Paulhus is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She is also a licensed part-time real estate agent with Beachfront Realty in Florida. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, using a strategic asset-allocation process and model portfolios tailored to client risk tolerance and time horizon.

Evan Mc Mann is a financial advisor at Masterworks Advisers, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Arete Wealth Advisors and Equitable Advisors. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm’s advisory approach includes programmatic portfolio construction and model portfolios tailored to different risk profiles, with a focus on primarily non-discretionary, platform-driven recommendations.

David La Valle is a financial advisor at American Capital Management Inc with 18 years at the firm and six years of industry experience. He holds a Series 65 designation and is based in New York, NY. American Capital Management provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients. The firm employs a long-term, low-turnover investment approach focused on fundamental research and manages assets with an emphasis on small- and medium-sized growth companies, complemented by fixed-income holdings and a sector tilt toward healthcare and technology.

Amos Warren is a CFP® and CFA® with five years of industry experience. He is currently with NobleBridge Wealth and previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm combines strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Raymond Speerbrecker is a financial advisor with ARCH Global Advisors, LLC in New York, NY, holding a Series 66 designation. He has been with Arch Global Advisors and LPL Financial since 2024 and has experience in various roles including education and construction. He has also worked with nonprofit organizations and educational institutions such as Manhattanville University and Tunnels To Towers. 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 employs a long-term investment approach utilizing ETFs, individual equities, and mutual funds, and offers ERISA 3(38) fiduciary services for plan sponsors.

Henry Ellis is a CFP® with six years of industry experience, currently serving as a financial advisor at Maridea Wealth Management. He previously worked at OneDigital Investment Advisors and M Holdings Securities, among other firms. Outside of financial advising, Ellis is an independent digital marketing consultant focusing on AI-enabled strategies for sales professionals in non-financial industries. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary and emphasizes long-term portfolio construction using fundamental analysis and modern portfolio theory, employing diversified mutual funds, ETFs, and other asset types as appropriate.

Nicola Walter is a financial advisor at NobleBridge Wealth with over 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has held roles at firms including Jefferies LLC and Fort Ghent Brokerage, LLC. In addition to his advisory work, he is involved in independent film production as COO and managing member of M.Y.R.A. Entertainment LLC and serves as CEO of Nicola Walter Design & Decor, Inc., an interior design firm. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm employs a strategic core allocation with active overlays and uses both quantitative and qualitative manager selection, offering model-driven tools and sector-specific strategies across multiple offices.

Andrew Barnes is a financial advisor at Altar Rock with seven years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Barnes has been with Altar Rock since 2020. Altar Rock serves primarily high-net-worth, accredited, and qualified individual clients as well as certain corporations, providing portfolio management and financial planning. The firm’s investment approach focuses on tax-aware planning and structural alpha, utilizing a wealth-allocation framework and a proprietary Global Path Simulator to tailor portfolios across various strategies.

Richard Petrosky is a financial advisor at Flagstar Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Flagstar Advisors, he worked at HSBC in various roles from 2008 to 2025. Outside of his advisory role, he serves as Regional Market Executive and Executive Vice President at Flagstar Bank. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team structure with approximately 47 advisors and $1.16 billion in discretionary assets.

Philip Nydick is a financial advisor at CFS Investment Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst and Young LLP for three years. Outside of his advisory role, he serves as a student mentor at the TAMID Group. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $2.73 billion in assets and employs a tailored approach using mutual funds, ETFs, individual securities, and allocations to independent managers.

Daniel Ebert is a financial advisor with AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, he serves on the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm manages approximately $905 million in client assets and employs a team of eight advisors.

Keri Primack is a CFP® with 27 years of industry experience, currently serving at Quent Capital, LLC since 2022. Her prior roles include positions at People's United Advisors, People's Securities, Inc., Gerstein Fisher, and Gfa Securities, LLC. She is also an independent insurance agent, a role she has held since 1996. Quent Capital is an independent SEC-registered advisory firm 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 combines fundamental research, quantitative methods, and portfolio-level asset allocation, employing strategies such as hedging, derivatives, and tax-loss harvesting across separate accounts and its affiliated global long/short small-cap fund.

Edward Reaven is a financial advisor at Aurora Private Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Artisan Advisors and First Capital Equities, Ltd. Outside of his advisory role, he is involved in life insurance sales and operates an online collectibles business. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm delivers investment advice through a network of supervised representatives who tailor portfolios using various strategies, including asset allocation, mutual funds, ETFs, options, and third-party platforms.

Jenna Egan is a CFP® and Series 66 licensed advisor with three years of industry experience. She is currently with Altfest Personal Wealth Management, having joined in 2024, and previously worked at The Vanguard Group and Benchmark Financial. Outside of finance, her background includes roles in sports development and hospitality. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with a focus on client objectives, asset allocation, and tax considerations, and is notable for its active role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Edward Obrien is a financial advisor at Sophis Investments LLC in New York, NY, with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Alexander Capital, L.P. and M&R Capital Management, Inc. Outside of his advisory role, he is an officer of Edward Obrien LLC, a holding company unrelated to investment activities. Sophis Investments provides discretionary portfolio management to individuals, high-net-worth investors, trusts, endowments, foundations, pooled investment vehicles, and certain businesses. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and customized client restrictions.

Anthony Santoloci is a financial advisor with Shufro, Rose & Co., LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Shufro, Rose & Co. since 2019 and previously held roles at Gilder Gagnon Howe, Niagara International Capital Limited, and Ameriprise Financial Services. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, retirement accounts, and various entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative private funds, emphasizing a long-term investment horizon and individualized portfolio management.

Xerxes Mullan is a financial advisor at Avestar Capital, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Mullan serves on the board of directors for Pratham USA, an education nonprofit. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients and also acts as an adviser and sponsor to privately offered pooled vehicles. The firm manages proprietary private funds and special purpose vehicles, combining internally managed ETF and model strategies with licensed third-party models.

Sofia Figueroa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ellevest since 2020. Her prior experience includes roles at Morgan Stanley and B&H Company, Inc., as well as positions outside the advisory field at Anheuser-Busch and the University of Oklahoma. Ellevest provides discretionary portfolio management and financial planning services to individual investors and institutional clients, with a focus on helping women close the gender investment gap. The firm employs a goal-based, diversified asset allocation strategy and offers values-aligned investing options alongside comprehensive financial planning.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.

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.