Ronald Deutsch is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Magnus Financial Group LLC since 2018. Prior to joining Magnus, he worked for Dynasty Wealth Management from 2016 to 2018. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities such as family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs a team-based approach with tailored, long-term portfolio construction supported by proprietary strategies and a distinctive use of technology for client account oversight.

Robert Epstein is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2007. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm uses principles of Modern Portfolio Theory and an investment committee to construct diversified portfolios and evaluate third-party managers.

Sean Hollitz is a financial advisor at BlackDiamond Wealth Management, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlackDiamond in 2018, he worked at Purshe Kaplan Sterling Investments and MML Investors Services Inc. Outside of his advisory role, he owns and manages an independent property and operates an insurance agency focused on property, casualty, life, disability, and long-term care insurance. BlackDiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a generally long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and may utilize independent managers and various security types to meet client needs.

Eleanore Szymanski is a CFP® professional with 18 years of industry experience, currently serving at Access Wealth. She has worked at The Financial Planning Answerplace, LLC since 2012 and at EKS Associates, LLC since 2000. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to construct diversified models and regularly monitoring and rebalancing client portfolios.

Sarah Jilla is a financial advisor at Gagnon Securities, LLC in New York, NY, with 11 years of industry experience. She holds a Series 63 designation and has been with Gagnon Securities since 2011. Outside of her advisory role, she owns an Etsy shop selling artwork as stickers and works as a social media consultant. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled investment vehicles.

Robert Giarraffa is a financial advisor with New Horizons Wealth Management in Cedar Knolls, NJ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at New Horizons Wealth Management since 1982 and at TFS Securities, Inc. since 1987. Outside of his advisory role, he has authored an autobiography. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients, families, and businesses across various income levels. The firm employs a modern portfolio theory-based approach that integrates active and passive mutual funds and ETFs, along with financial planning tailored to clients’ objectives and risk tolerance.

Scott Ungar is a financial advisor with Blackdiamond Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Blackdiamond Wealth Management since 2017 and previously worked at MML Investors Services from 2011 to 2018. Ungar is also a licensed independent insurance agent. Blackdiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services with a generally long-term, diversified investment approach.

Gregory Shufro is an advisor at Shufro, Rose & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2008. 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 a range of assets including equities, fixed income, ETFs, and mutual funds.

Sapan Vyas is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 23 years of industry experience. He has been with Kimelman & Baird since 2001 and holds a Series 63 designation. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee for the Bronx Children's Museum, volunteering to support fundraising and investment oversight. Kimelman & Baird provides discretionary portfolio management primarily through separately managed accounts to individuals, families, trusts, charitable, and institutional investors. The firm uses fundamental and technical analysis to implement tailored long- and short-term trading strategies and integrates digital financial guidance tools into its advisory services.

Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Fitzgerald Miller is a financial advisor at Revere Wealth Management LLC in New York, NY, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Janney Montgomery Scott and Oppenheimer. Outside of his advisory role, he serves as a board member for Bridge Street Development Corporation, focusing on affordable housing and senior citizen services. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management services primarily for individual and institutional clients, offering tailored investment strategies across equities, fixed income, REITs, and option overlays. The firm combines fundamental, technical, and macro analysis with financial planning and consulting services through a seven-advisor team.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Griffin Morgan is a CFP® professional with five years of industry experience, currently serving at IDB Lido Wealth, LLC and Lido Advisors, LLC. His work history includes positions at Masterworks Advisers, Arete Wealth Advisors, and John Hancock. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, providing investment management, financial planning, family office, and retirement and estate planning services to a diverse client base including high-net-worth individuals, family offices, and institutional clients. The firm employs a multi-asset allocation strategy implemented directly or via sub-advisers, supported by its bank ownership and affiliated fiduciary and service entities.

Scott Jones is a financial advisor at Cross Border Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prudential Advisors and JKS Financial, a DBA of Northwestern Mutual. Prior to his advisory career, he spent 13 years at the Carnegie Museums of Pittsburgh. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Robert End is a CFP® and holds a Series 63 license, with four years of industry experience. He has worked at Retirable since 2019 and previously at Policygenius from 2015 to 2019. 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 portfolios primarily through diversified ETF allocations.

Kristin Gamble is a CFA® charterholder with over 32 years of industry experience. She has been with American Capital Management, Inc. since 2015 and holds a Series 65 license. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, institutions, and a UCITS pooled fund. The firm focuses on individually managed equity portfolios with an emphasis on health care and technology sectors, employing fundamental analysis and a long-term investment approach.

Steven Van Hooker is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Van Hooker is also a partner and COO at Matauro, overseeing operations for the wealth management firm. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments and offers active management of held-away accounts through technology platforms.

Daniel Rosaschi is a financial advisor at Corrado Advisors, LLC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Corrado Advisors in 2017, he worked at Sextant Financial from 2014 to 2016. Outside of his advisory role, Rosaschi is an ice hockey official, officiating games at youth, college, and adult levels. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with investment advisory and financial planning services. The firm employs a diverse range of investment strategies and coordinates with affiliated professionals, including CPAs and attorneys, to provide comprehensive client support.

William Petty III is a financial advisor at Estabrook Capital Management LLC with 26 years of industry experience. He has been with Estabrook Capital Management since 1985. Estabrook Capital Management advises individuals, trusts, corporations, charitable organizations, and pension plans, providing discretionary portfolio management across Large Cap Core, Balanced, and SRI/ESG strategies. The firm employs a top-down, value-oriented investment process focusing on macroeconomic trends, sector positioning, and fundamental company analysis, with an investment horizon of three to five years.

Holly Lundberg is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has three years of industry experience and has been affiliated with Ameritas Investment Corp., Carillon Investments, Inc., and Union Central Life since 2005. Lundberg is also a licensed independent insurance agent authorized to sell fixed insurance products. Cornerstone Professional Advisor Services serves individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning services, with an investment approach grounded in modern portfolio theory and a focus on diversified, buy-and-hold portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities.