Qihang Yao is a financial advisor at Quent Capital, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities, and several other firms. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients, along with advisory services to pooled vehicles including the Quent Long Short Global Small Cap Fund, LP. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods and pursues a long/short, small-cap oriented strategy focused on companies linked to thematic innovation.

Daniel Delaney is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arete Wealth Management, Masterworks Investor Services, and JPMorgan Chase Bank. He also serves as a platform associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through rules-based selection of single artwork investments, bundles, and model portfolios, with most assets managed on a non-discretionary basis via the Masterworks platform.

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Shinichiro Fukui Tamura is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bradesco Securities Inc and Banco do Brasil Securities LLC. Outside of his advisory role, Mr. Tamura has passive investments in a co-working franchise business and owns rental properties, though he is not actively involved in their management. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, primarily serving a non-U.S. clientele. The firm employs a fundamentally driven, long-term investment approach, constructing customized portfolios that often include low-cost mutual funds, ETFs, and individual securities while acting as a fiduciary.

Mark Pittsey is a financial advisor at Flagstar Securities, Inc. in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flagstar, he worked at HSBC Private Bank and HSBC Securities (USA) Inc. and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis, employing a range of investment strategies and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Daniel Lima is a CFA® charterholder with four years of industry experience. He is currently affiliated with Ameraudi Asset Management, Inc., where he has worked since 2023, and previously held positions at Deutsche Bank Securities and Moody's Corporation. Outside of his advisory role, he is involved with The Narita Group LLC, which provides career development coaching and travel guide services. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with portfolio management and asset-allocation services, focusing primarily on exchange-traded funds. The firm employs a macroeconomic investment approach and offers both discretionary and non-discretionary programs, operating as a subsidiary of Interaudi Bank.

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blue Square in 2018, he worked at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary sourcing and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage exposures across various asset classes and provides specialized strategies including digital-asset separately managed accounts.

Logan Trenz is a financial advisor at Revolve Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. from 2009 to 2017 before joining Revolve Wealth Partners in 2017. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes diversified portfolios with growth and value integration, global diversification, tax sensitivity, and discretionary management coordinated with clients’ other professional advisors.

Nicholas Taber is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vision Retirement. His prior experience includes roles at John Hancock and LPL Financial. He also worked at Uber and has a background that includes time at Bentley University and Hole in One INC. Vision Retirement is an SEC-registered advisory firm that serves individual and high-net-worth clients with comprehensive financial planning, fiduciary investment management, and automated investing solutions. The firm combines third-party strategist models with advisor judgment to create tailored, globally diversified portfolios, integrating technology and tax-aware techniques in its investment approach.

Eliran Abekassis is a financial advisor at Matauro, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Abekassis is also a licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across about 876 client relationships and offers wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment approach that includes fundamental, macroeconomic, technical, and ESG analysis, covering a broad range of traditional and alternative asset classes.

Keegan Sullivan is a financial advisor at Chemistry Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previous experience at Advice and Planning Services LLC, TIAA-CREF, and L3 HomeLending LLC. Chemistry Wealth Management LLC is an SEC-registered fiduciary that provides discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term investment approach, managing over $1.26 billion in client assets across a seven-advisor team.

Christopher Tomolonis is a financial advisor at Woodstock Wealth Management, Inc. in Jersey City, NJ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Wealth Management since 2018, following four years at Woodstock Financial Group, Inc. Tomolonis also operates a separate advisory business focused on insurance agency services. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program alongside other managed account offerings.

Claire Brennan is a financial advisor at Tortoise Investment Management, LLC, based in White Plains, NY, with 10 years at the firm and 5 years of industry experience. She holds relevant credentials and focuses on serving high-net-worth individuals and trusts. Tortoise provides discretionary investment management primarily to professionals in demanding careers, emphasizing risk management, tax efficiency, and a conservative long-term investment approach. The firm offers comprehensive financial advice beyond portfolio management, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Maria Keith is a financial advisor with Public Advisors LLC based in New York, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has held roles at various firms including Guardian Life Insurance Company and J.W. Cole Financial, Inc. Keith serves as a compliance manager for Public Holdings, Inc. and acts as an arbitrator for FINRA. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online SEC-registered advisory platform. The firm uses a software-driven investment process offering automated discretionary portfolio management with features such as AI-constructed custom indexes and automated tax-loss harvesting.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.

Samuel Eilbaum is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Chemistry Wealth Management in 2025, he worked for seven years at Park Avenue Securities LLC dba Strategies for Wealth. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, utilizing customized portfolios primarily composed of ETFs, mutual funds, individual stocks, and bonds with a generally long-term investment approach.

Simon Hudson is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Atlantic Intermediaries, LLC and RFIB. Outside of advisory work, Hudson is involved in insurance-related businesses, acting as program head for Mission Underwriters Hudson Series, LLC and president of Simon The Entrepreneur LLC, which supports insurance business development. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a fiduciary approach with customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and tactical strategies.

Kenneth Lafreniere is an advisor at Empirical Research Partners LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Empirical Research Partners since 2012. Empirical Research Partners provides data-driven research and investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm uses quantitative models that combine macroeconomic and industry data with statistical analysis to support professional investors’ decision-making, focusing primarily on equities and portfolio strategy.

Thomas Watts IV is a CFA charterholder with 29 years of experience in the financial industry. He is a principal at Watts Capital Partners LLC and previously worked at Watts Capital, LLC and Karbone Capital Markets, LLC for nine years. He also serves as Chief Investment Officer of WealthEdge Investment Advisors, LLC and manages private broadband investments through Radius Management, LLC. Watts Capital Partners LLC provides comprehensive financial planning, wealth management, and investment services to individuals, families, business owners, and enterprises, including specialized tax planning for non-U.S. investors. The firm employs a combination of core, tactical, and alternative investment strategies, utilizing proprietary quantitative models and derivatives, with options for discretionary and non-discretionary management.

Tracy Byrnes is a financial advisor at Lebenthal Global Advisors, LLC with seven years of industry experience. Prior to joining Lebenthal in 2025, she worked at UBS Financial Services Inc. for seven years and has experience in financial media as a correspondent for Newsmax Media. Byrnes also operated her own consulting service and worked at TheStreet.com. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.