Philip Abdo is a Series 65-licensed financial advisor at Ameraudi Asset Management, Inc. in New York, NY, with one year of industry experience. Prior to joining Ameraudi Asset Management in 2026, he was employed at Interaudi Bank from 2023 to 2026 and has experience in academic roles at Northeastern University and the University of Connecticut. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, emphasizing a macroeconomic investment approach centered on asset allocation. The firm offers both discretionary and non-discretionary programs, primarily advising on exchange-traded funds and collaborating with third-party managers and sub-advisers.

Stephen Sikes is a financial advisor with Public Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at McKinsey & Company from 2013 to 2017 and various firms affiliated with Social Finance, Inc. since 2017. Public Advisors serves primarily individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary technology for account implementation, rebalancing, and tax-loss harvesting, and offers investment options including U.S. Treasury ladders, direct indexing, and AI-generated custom index accounts.

Pablo Jimenez is an investment advisor at Ameraudi Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameraudi Asset Management since 2018, with prior experience at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management serves primarily high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolios, employing a macro, asset-allocation approach that uses diversified exposures 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.

Elizabeth Rogers is a CFA® charterholder with 15 years of experience in the financial industry. She currently serves as an advisor at Angeles Wealth Management, LLC and has previously worked at Ellevest and multiple divisions of JPMorgan, including JPMorgan Institutional Investments and JPMorgan Chase Bank. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, allocating capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Lin Shiow is a financial advisor at Stratton Capital Investment Advisory LLC and holds a Series 65 designation. She has been with Stratton Capital since 2021 and has experience investing in startups as part of an angel investor group. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, including a significant number of non-U.S. clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and other securities, employing fundamental analysis and ongoing monitoring to align with client objectives and risk tolerance.

Jill Ganey is a financial advisor at Strategic Wealth Management Group with 12 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Sidoti and Cantor Fitzgerald. Strategic Wealth Management Group offers discretionary and non-discretionary investment management and consulting to individuals, pension plans, trusts, and other entities. The firm employs customized asset allocation using a combination of fundamental, technical, and modern portfolio theory analyses, including proprietary ETF strategies and third-party manager programs.

Jerold Francus is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2015. Outside of his advisory role, Francus works part-time as a ski and snowboard instructor at Keystone Resort with Vail Resorts. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of 16 advisors and offers portfolio management through in-house wrap fee programs, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across about 347 client relationships.

Michael Silvestri is a financial advisor at Avestar Capital, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Jefferies, Morgan Stanley, Bank of America, and Merrill Lynch. He served in the Colorado Army National Guard from 2014 to 2017. 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 corporate entities. The firm employs a mix of proprietary ETF-based strategies and third-party models, offering financial planning and portfolio management with access to private funds and special purpose vehicles.

Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.

Douglas Famigletti is a CFA® charterholder with five years of industry experience. He has been with Griffin Asset Management, LLC since 2004, contributing to the firm for over two decades. He is currently concluding administrative work for his previous firm. Griffin Asset Management provides discretionary and non-discretionary investment supervisory services and customized wealth management for high-net-worth clients, institutions, and others. The firm employs a bottom-up, value-oriented investment process combining core equity and fixed-income strategies with alternative approaches and serves as a sub-advisor and model portfolio provider.

Florence Dupont is a CFP® credentialed financial advisor at Financial Decisions, LLC with 30 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. and has held a long-term affiliation with Penn Mutual. Outside of her advisory role, Dupont serves as an officer for two charitable foundations, the New Dawn Foundation and the Mentoring Tree Foundation. Financial Decisions, LLC serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and investment advice. The firm employs a diversified investment approach with both discretionary and non-discretionary services, building portfolios from various asset classes including municipals, equities, and independent managers.

Jacob Halberstam is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following prior roles at LPS Financial, B-Tank Magazine, and Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm uses both fundamental and technical analysis to manage portfolios and integrates its partial ownership by an accounting firm into its service model.

Joseph Stabile is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forefront in Jersey City, NJ. His prior experience includes roles at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and TD Bank. In addition to his work at Forefront, he founded and serves as a financial planner for Coast Financial, a wealth management business operating through the Forefront Advisor Network. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and asset allocation strategies, along with business, succession, and special-needs planning, leveraging multiple offices and affiliated services including tax and insurance solutions.

William Fraley is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Mobile, Alabama. He holds the Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a variety of investment strategies, offering both discretionary and non-discretionary account options, and provides portfolio management, independent money manager referrals, customized financial planning, and educational seminars.

Charles Hamowy is a CFP® with 33 years of experience in financial advisory. He is currently with Seasons of Advice Wealth Management, where he has worked since 2017, following a 27-year tenure at Ameriprise Financial Services. Outside of his advisory work, Hamowy owns and operates a dance instruction business, NY Dance Studios, Inc., and is co-authoring a book titled "Financial Secure Forever." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and uses a broad network of affiliated solutions and sub-advisors to manage portfolios.

Eric Schwartz is a financial advisor with Transcend Capital Advisors, LLC in Madison, NJ, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His work history includes positions at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Outside of advisory services, he is a member of EJD Realty Associates, LLC, a real estate partnership. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers comprehensive financial planning and portfolio management with a focus on long-term, diversified asset allocation across various investment types, including private placements and alternative investments.

Thomas Birrittella is a CFP® professional with 19 years of experience in financial advising. He has worked at Wiss Private Client Advisors, LLC since 2022 and previously held roles at EisnerAmper Wealth Advisors LLC and Hillcrest Wealth Advisors - NY, LLC. He is currently part of a team at Wiss Private Client Advisors, LLC, based in Florham Park, NJ. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis, utilizing a diverse range of investment vehicles tailored to client risk tolerance, liquidity needs, and time horizon.

Robert Vessecchia is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Flagstar and its related entities since 2023 and previously spent 22 years at Signature Securities Group Corp./Signature Bank. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and uses a disciplined approach involving Investment Policy Statements, third-party managers, and Envestnet PMC for due diligence.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC in New York, NY. He holds a Series 65 credential and has two years of industry experience, including roles at Banque Transatlantique and academic positions at PSL University. Transatlantique Private Wealth serves primarily high-net-worth individuals and private entities, managing approximately $879 million in assets. The firm focuses on discretionary and non-discretionary portfolio management with an emphasis on cross-border needs, using a tailored asset allocation process informed by proprietary modeling and affiliated European research teams.