Mario Giammarco is a Series 66-licensed advisor with 49 years of industry experience. He is currently with Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, and has previously worked at Everbank and Bernard Herold & Co., Inc. Giammarco also serves as president of Herold Insurance Agency, Inc., a life insurance business. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans. The firm provides discretionary and non-discretionary portfolio management using a process that combines computerized screening and fundamental analysis, focusing primarily on domestic large- and mid-cap equities with diversified fixed income and occasional foreign equities.

Sean Lawless is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at ARS Investment Partners, LLC since 2016. Prior to joining ARS, he worked at Modern Asset Management for five years. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients through various strategies, including core equity, small-cap, and tactical asset allocation. The firm employs a team-based investment process and offers financial planning and educational seminars to clients.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Sheila Scott is a financial advisor at Neville, Rodie & Shaw Inc with 6 years of industry experience. She holds the Series 65 designation and has been with Neville Rodie & Shaw since 2015. Outside of her advisory work, she serves as a board member of 51 Fifth Avenue Owners Corp, where she has been involved in managing building-related matters for over two decades. Neville, Rodie & Shaw Inc provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm focuses on fundamental equity analysis, long-term holdings, and balanced portfolios tailored to client objectives, with investment decisions reviewed weekly by an internal committee.

Jason Savey is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Oppenheimer & Co. Outside of advisory work, he is also involved in the sales of fixed and traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing third-party research and a range of investment vehicles to tailor services to clients’ goals and risk tolerances.

Jean Paul Atallah is a financial advisor with RZH Advisors LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GYL Financial Synergies, LLC for six years before joining RZH Advisors in 2022. RZH Advisors provides wealth management services, including financial planning and discretionary investment management, to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and employs diversified investment strategies utilizing mutual funds, ETFs, sub-advisers, and selected private and interval funds.

Paul Hoerrner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Magnus Financial Group LLC since 2018. He previously worked at Northwestern Mutual Investment Services, LLC for 11 years. Hoerrner is also an independent insurance agent, dedicating approximately 20 hours per month to that activity. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and emphasizes periodic client reporting supported by custodial and third-party research.

Mason Coon is a financial advisor at Zoe Financial, Inc. with one year of industry experience and a Series 66 designation. His prior work includes multiple roles at Charles Schwab and employment with AJ Lawn Services. 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, while also providing a separate Wealth Platform that offers administrative and sub-advisory services to RIAs.

Gino Carollo is a financial advisor at Opal Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Citibank Global Markets. Carollo is also licensed as a fixed insurance agent. Opal Wealth Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios, quantitative and qualitative screening, and accesses independent managers through UMA platforms.

Joseph Granato is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Signator Investors, INC., LPL Financial, and Comprehensive Financial Partners. Granato also conducts fixed insurance sales as part of his professional activities. Imperity Wealth Alliance LLC is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk-management services with approximately $139.7 million in assets under management.

Lance Armenta is a financial advisor at Shufro, Rose & Co., LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Sanford C. Bernstein & Co., Equitable Advisors, and Morgan Stanley. Shufro, Rose & Co., LLC manages over $2 billion for individuals, families, trusts, and institutions, offering discretionary and non-discretionary portfolio management alongside fee-based financial planning. The firm employs a long-term investment approach and provides access to alternative private funds, with portfolio management tailored to individual client objectives.

Alexander Saingchin is a financial advisor at Just Futures with a Series 65 designation and two years of industry experience. He has held roles at Just Futures, PBC and the Common Counsel Foundation, and is co-founder and Director of Strategy & Social Change at Flash Friction, LLC, a climbing shoe repair business. He also provides consulting services through Saingchin Strategy & Consulting, a nonprofit consulting firm. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing approximately $46.7 million in assets. The firm focuses on values-aligned investing informed by social justice movements, integrating ESG considerations with a combination of public and private market solutions.

Angela Liu is a financial advisor at Avestar Capital, LLC, holding a Series 65 designation with one year of industry experience. She joined Avestar Capital in 2025 after a ten-year period away from the workforce. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private investment funds, accredited and qualified investors, charities, and corporate entities. The firm combines proprietary ETF-based models with outsourced model portfolios, offering financial planning, discretionary and non-discretionary portfolio management, due diligence services, and access to private funds and special purpose vehicles.

John Koller is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Oppenheimer + Close since 2013. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities and offers discretionary portfolio management, fiduciary retirement advice, coordinated financial planning, and management of affiliated limited-partnership funds.

Andrea Turley is a financial advisor with Tortoise Investment Management, LLC, holding four years of industry experience. She has been with Tortoise since 2013. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Sharon Hayut is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Magnus Financial Group LLC since 2021 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and an emphasis on client reporting and research-driven communications.

Daniel Pompeo Camargo Jannuzzi is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameraudi Investment Services LLC, Safra National Bank of New York, Delta National Bank, and Magnetis Investimentos. Ameraudi Asset Management provides portfolio management and asset-allocation services to domestic and foreign high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach with both discretionary and non-discretionary programs.

Marcelo Cabral is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He has held positions at Bradesco Securities, Inc. and Bradesco Securities UK Limited. Outside of his advisory role, he serves as the U.S. representative and participates on the investment committee of Somma Investimentos, an asset management firm based in Brazil. Stratton Capital Investment Advisory LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving both U.S. and international clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and individual securities, with a focus on fundamental analysis and ongoing portfolio monitoring.

Clifford Wallach is a financial advisor at Sovereign Financial Group, Inc. He holds a Series 65 designation and has experience in business advising and leadership roles outside the investment industry. Wallach is also president and CEO of RNK Distributing, LLC, a distributor and supplier of sewing-related products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm provides portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing diversified low-cost mutual funds and ETFs with tactical use of individual securities and independent managers.

Brian Fullerton is a CFA® charterholder with 19 years of industry experience. He currently works at Avestar Capital, LLC, joining in 2024 after eight years at Goldman Sachs and a one-year sabbatical. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individual and high-net-worth clients, private investment funds, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party model portfolios, offering both discretionary and non-discretionary portfolio management alongside financial planning and due diligence services.