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 a Series 65 designation and four years of industry experience. His prior roles include positions at LPS Financial and B-Tank Magazine, as well as a five-year tenure at Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment supervisory services, financial planning, retirement plan advice, family office services, and robo-advisor solutions to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary portfolio management, including proprietary ETF models and third-party manager allocations.

Joseph Stabile is a CFP® with six years of industry experience, currently serving as a financial planner at Forefront. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and TD Bank. He is the founder of Coast Financial, a wealth management business affiliated with Forefront Advisor Network. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, utilizing multi-advisor collaboration and third-party managers to tailor portfolios and provide specialized planning services.

Mcclain Culver is a financial advisor at NerdWallet Wealth Partners, LLC with three years of industry experience and holds Series 65 and Series 66 designations. Prior to joining NerdWallet Wealth Partners, he worked at firms including TD Securities (USA) LLC, Rosenblatt Securities, Mizuho Securities USA LLC, and UBS Financial Services. His background also includes experience outside finance, such as working with the United States Tennis Association. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm operates as a team managing roughly $263 million in assets and primarily implements passive, asset-class-weighted portfolios supplemented by third-party sub-advisers and AI tools under human oversight.

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.

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.

Ellen Lazarus is a financial advisor at Charles Pratt & Company, L.L.C. based in New York, NY, holding Series 63 and Series 65 registrations with five years of industry experience. She has been associated with Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company provides custodial, investment, tax, accounting, and financial planning services primarily to multigenerational Pratt family members and a select group of individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a long-term, asset allocation-focused investment approach and utilizes third-party manager selection and monitoring to manage client assets.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has eight years of experience as a CPA and EA through her work at Calico CPA LLC, in addition to two years in the financial advisory industry. Her prior roles include positions at Mandel Feketi & Bloom CPAs, Robert Half, and Intuit. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and specialized strategies including options and derivatives.

Steven Lerit is a CFA® charterholder with 12 years of industry experience. He has worked at Washington Crossing Advisors LLC since 2019 and previously held positions at Stifel Nicolaus and UBS Financial Services Inc. He serves on the Journal advisory board of The Spaulding Group, contributing to investment performance consulting and article reviews. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm employs value-oriented equity strategies, tactical ETF-based asset allocation, and other approaches, delivering investment models and discretionary management through affiliated and unaffiliated platforms.

Paul Gulden is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, with 55 years of industry experience. He holds a Series 63 designation and has been with Wellington Shields and its affiliated entities since 1978. Gulden serves as Managing Director, Co-Chairman of the Investment Committee, and Portfolio Manager, overseeing day-to-day operations and investment decisions. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains comprehensive client monitoring and third-party manager due diligence.

Rodrigo Arguello Neuwald is a financial advisor at Vizcaya Capital, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at IBEX and CITIGROUP. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and involvement in private funds and pooled vehicles, including offshore structures.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. He has been with Blue Square Asset Management since 2018 as part of a seven-advisor team. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage diverse strategies, including those focused on digital assets through affiliated entities and specialized separately managed accounts.

Andrew Altfest is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he was with LTFEST Personal Wealth Management. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Ka Wai Kevin Cheng is a CFA® charterholder with three years of industry experience. He is currently with Seabridge Investment Advisors LLC and previously worked at Eastern Window Investment Ltd, TVC Management Ltd, and JW Childs Asia Equities (HK) Ltd. Outside of his advisory role, he serves as a director of Hill 38 Ltd, a holding company based in London. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, and private investment funds. The firm constructs global, equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser to other advisers.

William Toczylowski is a CFP®-certified financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and has previously worked at Future You Wealth LLC, Capital Group Private Client Services, BNY Mellon Wealth Management, and Mariner Wealth Advisors. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, managing approximately $263 million in discretionary assets. The firm emphasizes passive, asset-class-weighted portfolios combined with comprehensive financial planning and engages third-party sub-advisers for specialized strategies.